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 $6.22 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
21
shares
|
$1,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
20
shares
|
$1,109
0.0% of portfolio
|
Q4 2022
New holding
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
18
shares
|
$998
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
17
shares
|
$942
0.0% of portfolio
|
Q1 2025
Added 70.0%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
16
shares
|
$887
0.0% of portfolio
|
Q1 2025
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
16
shares
|
$887
0.0% of portfolio
|
Q2 2025
Reduced 40.74%
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
16
shares
|
$887
0.0% of portfolio
|
Q2 2025
New holding
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
16
shares
|
$887
0.0% of portfolio
|
Q1 2025
Added 45.45%
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
13
shares
|
$720
0.0% of portfolio
|
Q2 2025
New holding
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12
shares
|
$665
0.0% of portfolio
|
Q1 2025
New holding
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
10
shares
|
$554
0.0% of portfolio
|
Q1 2025
New holding
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
10
shares
|
$554
0.0% of portfolio
|
Q2 2025
Reduced 95.39%
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
9
shares
|
$499
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
9
shares
|
$499
0.0% of portfolio
|
Q3 2024
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$499
0.0% of portfolio
|
Q4 2024
Reduced 96.86%
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
8
shares
|
$443
0.0% of portfolio
|
Q3 2024
New holding
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
7
shares
|
$388
0.0% of portfolio
|
Q3 2024
Reduced 86.79%
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
6
shares
|
$332
0.0% of portfolio
|
Q1 2025
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6
shares
|
$332
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
6
shares
|
$332
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
5
shares
|
$277
0.0% of portfolio
|
Q4 2024
New holding
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4
shares
|
$221
0.0% of portfolio
|
Q1 2021
Reduced 95.24%
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
3
shares
|
$166
0.0% of portfolio
|
Q1 2025
New holding
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
3
shares
|
$166
0.0% of portfolio
|
Q1 2025
Reduced 88.46%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2
shares
|
$110
0.0% of portfolio
|
Q1 2025
New holding
|