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 |
|---|---|---|---|---|---|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
2,745
shares
|
$140,928
0.0% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,537
shares
|
$130,249
0.01% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
2,371
shares
|
$121,727
0.0% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
2,358
shares
|
$121,059
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,303
shares
|
$118,236
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,283
shares
|
$117,209
0.01% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
2,250
shares
|
$115,515
0.02% of portfolio
|
Q2 2025
Added 13962.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,236
shares
|
$114,796
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,166
shares
|
$111,202
0.01% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,160
shares
|
$110,894
0.01% of portfolio
|
Q2 2025
Added 43.24%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$102,680
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,982
shares
|
$101,755
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,981
shares
|
$101,704
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,917
shares
|
$98,418
0.0% of portfolio
|
Q2 2025
Reduced 50.38%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,769
shares
|
$90,820
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,660
shares
|
$85,224
0.0% of portfolio
|
Q3 2018
Reduced 28.01%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,536
shares
|
$78,858
0.0% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,526
shares
|
$78,344
0.0% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,491
shares
|
$76,547
0.0% of portfolio
|
Q2 2025
Added 46.03%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,470
shares
|
$75,469
0.03% of portfolio
|
Q2 2025
Reduced 35.24%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,409
shares
|
$72,338
0.0% of portfolio
|
Q2 2025
Added 133.28%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,359
shares
|
$69,771
0.0% of portfolio
|
Q2 2025
Added 31.69%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,346
shares
|
$69,103
0.0% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,345
shares
|
$69,052
0.05% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
1,343
shares
|
$68,949
0.0% of portfolio
|
Q2 2025
New holding
|