Institutional Ownership H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB). We have compiled data on the 626 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $6.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$269,881
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
4,803
shares
|
$269,544
0.03% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
4,800
shares
|
$269,376
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
4,770
shares
|
$267,692
0.04% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,757
shares
|
$266,962
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
4,673
shares
|
$262,248
0.26% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
4,628
shares
|
$259,723
0.76% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,609
shares
|
$258,657
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
4,582
shares
|
$257,141
0.01% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,493
shares
|
$252,147
0.01% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
4,480
shares
|
$251,417
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
4,404
shares
|
$247,152
0.01% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
4,373
shares
|
$245,412
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,364
shares
|
$244,907
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,315
shares
|
$242,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,295
shares
|
$241,035
0.0% of portfolio
|
Q1 2025
Reduced 59.73%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
4,271
shares
|
$239,688
0.18% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
4,265
shares
|
$239,351
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,260
shares
|
$239,071
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
4,242
shares
|
$238,061
0.0% of portfolio
|
Q2 2025
Reduced 98.55%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
4,215
shares
|
$236,545
0.0% of portfolio
|
Q1 2025
Reduced 46.24%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,208
shares
|
$236,152
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,207
shares
|
$236,096
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
4,189
shares
|
$235,086
0.01% of portfolio
|
Q1 2025
Reduced 33.88%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,180
shares
|
$234,581
0.0% of portfolio
|
Q2 2024
New holding
|