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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
4,110
shares
|
$211,007
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
4,070
shares
|
$208,953
0.18% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
4,060
shares
|
$208,440
0.09% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,054
shares
|
$208,132
0.04% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
4,044
shares
|
$207,618
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,039
shares
|
$207,362
0.01% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
4,000
shares
|
$205,360
0.03% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$205,360
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,982
shares
|
$204,435
0.0% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,945
shares
|
$202,536
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
3,915
shares
|
$200,996
0.01% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
3,854
shares
|
$197,864
0.03% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
3,854
shares
|
$197,864
0.01% of portfolio
|
Q2 2025
Reduced 33.7%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
3,832
shares
|
$196,734
0.07% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
3,789
shares
|
$194,527
0.0% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,779
shares
|
$194,013
0.17% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
3,772
shares
|
$193,654
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,685
shares
|
$189,187
0.0% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
3,584
shares
|
$184,002
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,403
shares
|
$174,710
0.0% of portfolio
|
Q1 2025
Added 28.61%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,387
shares
|
$173,888
0.0% of portfolio
|
Q2 2025
Reduced 41.4%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
3,169
shares
|
$162,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
3,055
shares
|
$156,843
0.07% of portfolio
|
Q1 2024
Reduced 34.16%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
2,955
shares
|
$151,709
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
2,917
shares
|
$149,758
0.09% of portfolio
|
Q2 2025
Reduced 47.08%
|