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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
8
shares
|
$410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
6
shares
|
$308
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
6
shares
|
$308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
5
shares
|
$256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4
shares
|
$205
0.0% of portfolio
|
Q1 2021
Reduced 95.24%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
3
shares
|
$154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$51
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
1
shares
|
$51
0.0% of portfolio
|
Q4 2024
Reduced 96.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|