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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,314
shares
|
$67,460
0.0% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,226
shares
|
$62,942
0.01% of portfolio
|
Q2 2025
Added 71.95%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,150
shares
|
$59,041
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,113
shares
|
$57,141
0.04% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Sage Rock Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$56,474
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
1,082
shares
|
$55,549
0.0% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,071
shares
|
$54,985
0.0% of portfolio
|
Q2 2025
Added 31.25%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,050
shares
|
$53,907
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$51,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
941
shares
|
$48,310
0.01% of portfolio
|
Q1 2024
Reduced 14.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
937
shares
|
$48,105
0.0% of portfolio
|
Q2 2025
Reduced 89.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
914
shares
|
$46,924
0.0% of portfolio
|
Q2 2025
Added 119.18%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
866
shares
|
$44,460
0.0% of portfolio
|
Q2 2025
Added 30.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
858
shares
|
$44,049
0.0% of portfolio
|
Q4 2017
Added 16.55%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
830
shares
|
$42,612
0.0% of portfolio
|
Q1 2025
Reduced 23.85%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
821
shares
|
$42,150
0.01% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
820
shares
|
$42,098
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
800
shares
|
$41,072
0.01% of portfolio
|
Q2 2022
Reduced 96.49%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
800
shares
|
$41,072
0.01% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
717
shares
|
$36,810
0.0% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
711
shares
|
$36,502
0.0% of portfolio
|
Q2 2025
Added 100.85%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
676
shares
|
$34,705
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 13, 2025 Q2 2025 |
657
shares
|
$33,730
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
651
shares
|
$33,422
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
628
shares
|
$32,241
0.03% of portfolio
|
Q2 2025
Added 3825.0%
|