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 |
|---|---|---|---|---|---|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,088
shares
|
$173,298
0.0% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
3,055
shares
|
$171,446
0.07% of portfolio
|
Q1 2024
Reduced 34.16%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,022
shares
|
$169,594
0.0% of portfolio
|
Q1 2025
Reduced 23.84%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
2,955
shares
|
$165,834
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,584
shares
|
$145,014
0.01% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,426
shares
|
$136,147
0.01% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
2,303
shares
|
$129,244
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
2,290
shares
|
$128,514
0.03% of portfolio
|
Q1 2025
Reduced 38.11%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,270
shares
|
$127,392
0.05% of portfolio
|
Q1 2025
Added 3142.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,228
shares
|
$125,035
0.0% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
2,191
shares
|
$122,958
0.0% of portfolio
|
Q1 2025
Added 85.36%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,166
shares
|
$121,555
0.01% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,160
shares
|
$121,219
0.01% of portfolio
|
Q2 2025
Added 43.24%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$112,240
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,982
shares
|
$111,229
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,981
shares
|
$111,173
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,706
shares
|
$95,740
0.0% of portfolio
|
Q1 2025
Added 1109.93%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
1,700
shares
|
$95,404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,660
shares
|
$93,159
0.0% of portfolio
|
Q3 2018
Reduced 28.01%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,536
shares
|
$86,200
0.0% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,526
shares
|
$85,639
0.0% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,466
shares
|
$82,271
0.06% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
1,446
shares
|
$81,149
0.0% of portfolio
|
Q1 2025
Reduced 97.46%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,409
shares
|
$79,073
0.0% of portfolio
|
Q2 2025
Added 133.28%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,356
shares
|
$76,098
0.05% of portfolio
|
Q1 2025
Added 21.83%
|