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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
72
shares
|
$4,040
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
69
shares
|
$3,872
0.0% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
64
shares
|
$3,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
60
shares
|
$3,367
0.0% of portfolio
|
Q2 2021
Reduced 97.09%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
57
shares
|
$3,198
0.01% of portfolio
|
Q1 2025
Reduced 81.73%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
56
shares
|
$3,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
53
shares
|
$2,974
0.0% of portfolio
|
Q1 2024
Reduced 23.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52
shares
|
$2,918
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
52
shares
|
$2,918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
50
shares
|
$2,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
50
shares
|
$2,806
0.0% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
50
shares
|
$2,806
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
47
shares
|
$2,637
0.0% of portfolio
|
Q1 2025
Reduced 77.73%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
43
shares
|
$2,413
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
42
shares
|
$2,357
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
41
shares
|
$2,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
41
shares
|
$2,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
29
shares
|
$1,627
0.0% of portfolio
|
Q1 2025
Reduced 56.72%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
29
shares
|
$1,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
28
shares
|
$1,571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
28
shares
|
$1,571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
27
shares
|
$1,515
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
27
shares
|
$1,515
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
27
shares
|
$1,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
24
shares
|
$1,346
0.0% of portfolio
|
Q1 2025
Added 14.29%
|