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 |
|---|---|---|---|---|---|
|
Motco
|
May 07, 2025 Q1 2025 |
210
shares
|
$11,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
207
shares
|
$11,616
0.01% of portfolio
|
Q1 2025
Reduced 23.62%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
206
shares
|
$11,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
200
shares
|
$11,224
0.0% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
200
shares
|
$11,224
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
180
shares
|
$10,101
0.0% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
171
shares
|
$9,596
0.0% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
167
shares
|
$9,372
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
160
shares
|
$8,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
147
shares
|
$8,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
143
shares
|
$8,025
0.0% of portfolio
|
Q1 2025
Added 3475.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
135
shares
|
$7,576
0.0% of portfolio
|
Q1 2024
Reduced 90.1%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
133
shares
|
$7,463
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
128
shares
|
$7,183
0.0% of portfolio
|
Q1 2025
Added 70.67%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
124
shares
|
$6,958
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
121
shares
|
$6,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
120
shares
|
$6,734
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
114
shares
|
$6,397
0.0% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
114
shares
|
$6,397
0.0% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
108
shares
|
$6,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
79
shares
|
$4,433
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
79
shares
|
$4,433
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
78
shares
|
$4,377
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
75
shares
|
$4,209
0.0% of portfolio
|
Q4 2023
Reduced 99.3%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
73
shares
|
$4,096
0.0% of portfolio
|
Q1 2025
Added 2.82%
|