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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
253
shares
|
$12,989
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
247
shares
|
$12,680
0.0% of portfolio
|
Q2 2025
Added 782.14%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
241
shares
|
$12,372
0.0% of portfolio
|
Q4 2024
Added 1406.25%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
241
shares
|
$12,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
229
shares
|
$11,756
0.0% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
227
shares
|
$11,654
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
224
shares
|
$11,500
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
224
shares
|
$11,500
0.0% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
218
shares
|
$11,192
0.0% of portfolio
|
Q2 2025
Added 3533.33%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
200
shares
|
$10,268
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
200
shares
|
$10,268
0.0% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
180
shares
|
$9,241
0.0% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
171
shares
|
$8,779
0.0% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
170
shares
|
$8,727
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
167
shares
|
$8,573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
164
shares
|
$8,419
0.0% of portfolio
|
Q2 2025
Added 28.13%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
160
shares
|
$8,214
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
146
shares
|
$7,495
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
140
shares
|
$7,187
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
135
shares
|
$6,930
0.0% of portfolio
|
Q1 2024
Reduced 90.1%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
124
shares
|
$6,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
121
shares
|
$6,212
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
120
shares
|
$6,160
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
118
shares
|
$6,058
0.0% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
114
shares
|
$5,852
0.0% of portfolio
|
Q2 2025
Added 7.55%
|