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 |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
539
shares
|
$30,248
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
528
shares
|
$29,631
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
523
shares
|
$29,350
0.01% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
513
shares
|
$28,789
0.01% of portfolio
|
Q1 2025
Added 72.15%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
502
shares
|
$28,172
0.0% of portfolio
|
Q1 2021
Reduced 97.06%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
500
shares
|
$28,060
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
475
shares
|
$26,657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
441
shares
|
$24,748
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
417
shares
|
$23,402
0.0% of portfolio
|
Q1 2025
Added 51.64%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
406
shares
|
$22,784
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
401
shares
|
$22,504
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
354
shares
|
$19,866
0.0% of portfolio
|
Q1 2025
Reduced 78.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
325
shares
|
$18,239
0.01% of portfolio
|
Q3 2020
Reduced 83.75%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
319
shares
|
$17,902
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
300
shares
|
$16,836
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
297
shares
|
$16,667
0.0% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
292
shares
|
$16,387
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
280
shares
|
$15,713
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
272
shares
|
$15,264
0.01% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
241
shares
|
$13,524
0.0% of portfolio
|
Q4 2024
Added 1406.25%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
241
shares
|
$13,524
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
227
shares
|
$12,739
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
224
shares
|
$12,570
0.0% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
224
shares
|
$12,570
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
210
shares
|
$11,785
0.0% of portfolio
|
Q1 2025
Reduced 22.22%
|