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 625 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $5.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,954
shares
|
$254,338
0.0% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,953
shares
|
$254,287
0.01% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,862
shares
|
$249,615
0.03% of portfolio
|
Q2 2025
Reduced 36.21%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,824
shares
|
$247,664
0.25% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$246,894
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
4,803
shares
|
$246,586
0.02% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
4,800
shares
|
$246,432
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
4,748
shares
|
$243,762
0.01% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
4,628
shares
|
$237,601
0.76% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
4,522
shares
|
$232,159
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,478
shares
|
$229,900
0.01% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,431
shares
|
$227,487
0.0% of portfolio
|
Q2 2025
Reduced 40.56%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
4,409
shares
|
$226,358
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,364
shares
|
$224,047
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,327
shares
|
$222,148
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
4,288
shares
|
$220,145
0.0% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,279
shares
|
$219,683
0.01% of portfolio
|
Q2 2025
Reduced 30.76%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,260
shares
|
$218,708
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
4,255
shares
|
$218,451
0.0% of portfolio
|
Q2 2025
Added 194.26%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
4,242
shares
|
$217,784
0.0% of portfolio
|
Q2 2025
Reduced 98.55%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,208
shares
|
$216,038
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
4,180
shares
|
$214,601
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,175
shares
|
$214,344
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
4,126
shares
|
$211,828
0.17% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
4,120
shares
|
$211,520
0.19% of portfolio
|
Q1 2024
New holding
|