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 $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,143
shares
|
$229,729
0.11% of portfolio
|
Q1 2025
Reduced 55.01%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
4,124
shares
|
$228,675
0.01% of portfolio
|
Q3 2024
Added 62.49%
|
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
4,120
shares
|
$228,454
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
4,110
shares
|
$227,899
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
4,060
shares
|
$225,127
0.09% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,054
shares
|
$224,794
0.04% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
4,050
shares
|
$224,572
0.0% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,039
shares
|
$223,962
0.01% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,034
shares
|
$223,685
0.0% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
4,021
shares
|
$222,964
0.18% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,013
shares
|
$222,520
0.0% of portfolio
|
Q1 2025
Reduced 47.93%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
4,000
shares
|
$221,800
0.04% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
4,000
shares
|
$221,800
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
3,901
shares
|
$216,310
0.0% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,863
shares
|
$214,203
0.01% of portfolio
|
Q4 2024
Added 24.73%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
3,860
shares
|
$214,037
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
3,832
shares
|
$212,484
0.07% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,779
shares
|
$209,545
0.17% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
3,772
shares
|
$209,157
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
May 07, 2025 Q1 2025 |
3,754
shares
|
$208,159
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
3,675
shares
|
$203,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,584
shares
|
$198,732
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
3,580
shares
|
$198,511
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,403
shares
|
$188,696
0.0% of portfolio
|
Q1 2025
Added 28.61%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,237
shares
|
$179,491
0.0% of portfolio
|
Q1 2025
Reduced 96.91%
|