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 596 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $5.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
158
shares
|
$8,726
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
145
shares
|
$8,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
135
shares
|
$7,456
0.0% of portfolio
|
Q1 2024
Reduced 90.1%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
121
shares
|
$6,682
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
120
shares
|
$6,627
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
111
shares
|
$6,130
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
108
shares
|
$5,964
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
97
shares
|
$5,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
92
shares
|
$5,081
0.0% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
90
shares
|
$4,970
0.0% of portfolio
|
Q3 2024
Added 260.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
80
shares
|
$4,418
0.0% of portfolio
|
Q3 2024
Added 247.83%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
78
shares
|
$4,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
78
shares
|
$4,307
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
75
shares
|
$4,142
0.0% of portfolio
|
Q4 2023
Reduced 99.3%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
75
shares
|
$4,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
60
shares
|
$3,313
0.0% of portfolio
|
Q2 2021
Reduced 97.09%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
58
shares
|
$3,203
0.0% of portfolio
|
Q3 2024
Reduced 18.31%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
57
shares
|
$3,148
0.0% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
53
shares
|
$2,927
0.0% of portfolio
|
Q1 2024
Reduced 23.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52
shares
|
$2,871
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
52
shares
|
$2,871
0.0% of portfolio
|
Q1 2024
Reduced 28.77%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
52
shares
|
$2,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
49
shares
|
$2,706
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
45
shares
|
$2,485
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
42
shares
|
$2,319
0.0% of portfolio
|
Q4 2021
New holding
|