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 |
|---|---|---|---|---|---|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
100,306
shares
|
$5.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
99,900
shares
|
$5.13 Million
0.75% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
99,666
shares
|
$5.12 Million
0.01% of portfolio
|
Q2 2025
Added 31.07%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
98,144
shares
|
$5.04 Million
0.01% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2025 Q2 2025 |
98,134
shares
|
$5.04 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
97,904
shares
|
$5.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 64.15%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
95,911
shares
|
$4.92 Million
0.01% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
95,000
shares
|
$4.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
95,000
shares
|
$4.88 Million
0.29% of portfolio
|
Q3 2022
Added 3.26%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
94,844
shares
|
$4.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
94,197
shares
|
$4.84 Million
0.01% of portfolio
|
Q2 2025
Added 2225.85%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
92,737
shares
|
$4.76 Million
0.03% of portfolio
|
Q2 2025
Added 106.77%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
90,635
shares
|
$4.65 Million
0.13% of portfolio
|
Q2 2025
Added 369.15%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
89,888
shares
|
$4.61 Million
0.32% of portfolio
|
Q2 2025
Added 292.3%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
89,765
shares
|
$4.61 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
88,576
shares
|
$4.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
88,097
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
87,712
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
87,675
shares
|
$4.5 Million
0.01% of portfolio
|
Q4 2023
Reduced 35.64%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
87,449
shares
|
$4.49 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Blue Whale Capital LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
86,990
shares
|
$4.47 Million
0.39% of portfolio
|
Q2 2025
Reduced 84.49%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
86,742
shares
|
$4.45 Million
0.07% of portfolio
|
Q2 2025
Added 57.0%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
83,979
shares
|
$4.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
82,519
shares
|
$4.24 Million
0.06% of portfolio
|
Q2 2025
Added 988.07%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
81,801
shares
|
$4.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|