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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
114
shares
|
$5,852
0.0% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
108
shares
|
$5,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
104
shares
|
$5,339
0.0% of portfolio
|
Q2 2025
Reduced 49.76%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
98
shares
|
$5,031
0.0% of portfolio
|
Q2 2025
Reduced 69.28%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
96
shares
|
$4,928
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
89
shares
|
$4,569
0.0% of portfolio
|
Q4 2024
Added 505.62%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
86
shares
|
$4,415
0.0% of portfolio
|
Q2 2025
Added 8500.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
79
shares
|
$4,055
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
79
shares
|
$4,055
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
78
shares
|
$4,004
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
76
shares
|
$3,901
0.0% of portfolio
|
Q2 2025
Added 985.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
72
shares
|
$3,696
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
71
shares
|
$3,645
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
69
shares
|
$3,542
0.0% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
65
shares
|
$3,337
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
60
shares
|
$3,080
0.0% of portfolio
|
Q2 2021
Reduced 97.09%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
58
shares
|
$2,977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
56
shares
|
$2,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
53
shares
|
$2,721
0.0% of portfolio
|
Q1 2024
Reduced 23.19%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
52
shares
|
$2,669
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52
shares
|
$2,669
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
50
shares
|
$2,567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
50
shares
|
$2,567
0.0% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
50
shares
|
$2,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
45
shares
|
$2,310
0.0% of portfolio
|
Q2 2025
Added 114.29%
|