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 |
|---|---|---|---|---|---|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
37,360
shares
|
$2.1 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
May 15, 2025 Q1 2025 |
37,265
shares
|
$2.09 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
37,204
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
36,345
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2022
Added 31.06%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
36,070
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
35,700
shares
|
$2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34,470
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
34,156
shares
|
$1.92 Million
0.09% of portfolio
|
Q1 2025
Reduced 49.17%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
33,657
shares
|
$1.89 Million
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
33,403
shares
|
$1.87 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
32,862
shares
|
$1.84 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
32,605
shares
|
$1.83 Million
0.05% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
32,206
shares
|
$1.81 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
32,140
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
32,068
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
32,036
shares
|
$1.8 Million
0.02% of portfolio
|
Q1 2025
Added 20.44%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
31,995
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
31,554
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
31,414
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
F
|
May 14, 2025 Q1 2025 |
30,650
shares
|
$1.72 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
30,409
shares
|
$1.71 Million
0.22% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
30,000
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2017
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
29,761
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
29,561
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
29,354
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Added 84.04%
|