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 627 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 $6.28 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
|
$73,886
0.0% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,150
shares
|
$64,664
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sage Rock Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$61,853
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
1,082
shares
|
$60,840
0.0% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,080
shares
|
$60,728
0.01% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,050
shares
|
$59,041
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,032
shares
|
$58,029
0.0% of portfolio
|
Q1 2025
Reduced 27.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,021
shares
|
$57,410
0.0% of portfolio
|
Q1 2025
Added 152.72%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
941
shares
|
$52,912
0.01% of portfolio
|
Q1 2024
Reduced 14.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
858
shares
|
$48,245
0.0% of portfolio
|
Q4 2017
Added 16.55%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
845
shares
|
$47,514
0.0% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
830
shares
|
$46,670
0.0% of portfolio
|
Q1 2025
Reduced 23.85%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
821
shares
|
$46,164
0.01% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
816
shares
|
$45,883
0.0% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
800
shares
|
$44,984
0.01% of portfolio
|
Q2 2022
Reduced 96.49%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
800
shares
|
$44,984
0.01% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
713
shares
|
$40,091
0.0% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
676
shares
|
$38,011
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
666
shares
|
$37,449
0.0% of portfolio
|
Q1 2025
Added 42.92%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
661
shares
|
$37,168
0.0% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
651
shares
|
$36,605
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
608
shares
|
$34,187
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
570
shares
|
$32,051
0.0% of portfolio
|
Q2 2022
Reduced 23.69%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
562
shares
|
$31,601
0.0% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
555
shares
|
$31,207
0.01% of portfolio
|
Q4 2024
New holding
|