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 |
|---|---|---|---|---|---|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 29, 2025 Q2 2025 |
38,800
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Added 431.51%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
38,556
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2025
Added 132851.72%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
37,997
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
37,700
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 18, 2025 Q2 2025 |
37,360
shares
|
$1.92 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
37,150
shares
|
$1.91 Million
0.32% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
36,359
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
36,345
shares
|
$1.87 Million
0.14% of portfolio
|
Q3 2022
Added 31.06%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
35,700
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
35,392
shares
|
$1.82 Million
0.08% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
35,167
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
35,051
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.24%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
35,041
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Added 25.68%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
34,906
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2025
Reduced 40.37%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
34,469
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
34,398
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
33,755
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 67.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
32,555
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.03%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
32,543
shares
|
$1.67 Million
0.08% of portfolio
|
Q2 2025
Added 72.04%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
32,320
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
32,284
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
32,281
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
32,206
shares
|
$1.65 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
32,168
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
31,522
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Added 0.45%
|