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 596 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $5.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
24,934
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
24,891
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
24,859
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
24,848
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
24,785
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
24,628
shares
|
$1.36 Million
0.04% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
24,580
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 170.38%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
24,549
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 54.75%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
24,376
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
23,112
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
23,056
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
23,000
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.97%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
22,960
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
22,382
shares
|
$1.24 Million
0.39% of portfolio
|
Q3 2024
Reduced 24.26%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
22,231
shares
|
$1.23 Million
0.79% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
22,200
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,956
shares
|
$1.21 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
21,950
shares
|
$1.21 Million
0.56% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
21,810
shares
|
$1.2 Million
0.47% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,686
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
21,327
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2024
Added 315.97%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
21,314
shares
|
$1.18 Million
0.55% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 01, 2024 Q3 2024 |
21,000
shares
|
$1.16 Million
0.35% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
21,000
shares
|
$1.16 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
20,755
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2024
Reduced 30.06%
|