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 |
|---|---|---|---|---|---|
|
Kennondale Capital Management LLC
Richmond, VA |
May 05, 2025 Q1 2025 |
29,286
shares
|
$1.64 Million
1.75% of portfolio
|
Q4 2024
Added 885.4%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
29,064
shares
|
$1.63 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
28,623
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
28,289
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,260
shares
|
$1.59 Million
0.14% of portfolio
|
Q1 2025
Added 144.06%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
28,128
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
28,019
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
27,882
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
27,800
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
27,561
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
27,435
shares
|
$1.54 Million
0.03% of portfolio
|
Q1 2025
Added 114.12%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
27,224
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
26,557
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 54.64%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
26,336
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
26,156
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.73%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
25,922
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 89.64%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,812
shares
|
$1.45 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
25,277
shares
|
$1.42 Million
0.45% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
24,963
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.76%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
24,915
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 189.51%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
24,628
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
24,554
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
24,421
shares
|
$1.37 Million
0.23% of portfolio
|
Q1 2025
Added 69.27%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
24,000
shares
|
$1.35 Million
0.48% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
23,991
shares
|
$1.35 Million
0.13% of portfolio
|
Q1 2025
New holding
|