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 |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
608
shares
|
$31,214
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
570
shares
|
$29,263
0.0% of portfolio
|
Q2 2022
Reduced 23.69%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
562
shares
|
$28,853
0.0% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
527
shares
|
$27,056
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
513
shares
|
$26,337
0.01% of portfolio
|
Q2 2025
Added 145.03%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
502
shares
|
$25,772
0.0% of portfolio
|
Q1 2021
Reduced 97.06%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
500
shares
|
$25,670
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
500
shares
|
$25,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
500
shares
|
$25,670
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
470
shares
|
$24,129
0.01% of portfolio
|
Q2 2025
Reduced 79.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
449
shares
|
$23,051
0.01% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
430
shares
|
$22,076
0.0% of portfolio
|
Q2 2025
Added 473.33%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
406
shares
|
$20,844
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$20,536
0.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
379
shares
|
$19,457
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
376
shares
|
$19,303
0.0% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
354
shares
|
$18,174
0.01% of portfolio
|
Q2 2025
Added 521.05%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
328
shares
|
$16,839
0.0% of portfolio
|
Q2 2025
Added 1266.67%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
325
shares
|
$16,685
0.01% of portfolio
|
Q3 2020
Reduced 83.75%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
300
shares
|
$15,402
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
297
shares
|
$15,247
0.01% of portfolio
|
Q2 2025
Added 531.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
297
shares
|
$15,247
0.0% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
280
shares
|
$14,375
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
273
shares
|
$14,015
0.0% of portfolio
|
Q2 2025
Added 105.26%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
272
shares
|
$13,964
0.01% of portfolio
|
Q2 2025
Added 1.12%
|