Purchases and Sales Made in Q2 2025 in H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB) during Q2 2025. The information is specifically focused on institutions that hold shares of H&R BLOCK INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-221- 69.28% |
$12K - $13.9K
|
98
$4.91K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-243- 4.33% |
$13.2K - $15.3K
|
5.37K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-243- 17.92% |
$13.2K - $15.3K
|
1.11K
$55.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
SELL
|
- |
-248- 0.63% |
$13.5K - $15.6K
|
39.1K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-255- 1.54% |
$13.9K - $16.1K
|
16.3K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-274- 6.54% |
$14.9K - $17.3K
|
3.92K
$196K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-322- 6.35% |
$17.5K - $20.3K
|
4.75K
$238K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-324- 0.99% |
$17.6K - $20.4K
|
32.3K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-333- 3.8% |
$18.1K - $21K
|
8.42K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-342- 1.3% |
$18.6K - $21.6K
|
26K
$1.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-360- 21.1% |
$19.6K - $22.7K
|
1.35K
$67.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-380- 2.05% |
$20.6K - $24K
|
18.1K
$909K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-390- 2.31% |
$21.2K - $24.6K
|
16.5K
$828K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-391- 5.28% |
$21.2K - $24.6K
|
7.01K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-403- 0.31% |
$21.9K - $25.4K
|
128K
$6.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-433- 5.08% |
$23.5K - $27.3K
|
8.09K
$406K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-449- 0.27% |
$24.4K - $28.3K
|
166K
$8.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-450- 83.49% |
$24.4K - $28.4K
|
89
$4.46K
|
|
|
Aug 13, 2025
Q2 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-474- 0.84% |
$25.7K - $29.9K
|
55.7K
$2.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-512- 3.46% |
$27.8K - $32.3K
|
14.3K
$716K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-526- 9.6% |
$28.6K - $33.2K
|
4.95K
$248K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-530- 12.57% |
$28.8K - $33.4K
|
3.69K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-563- 4.11% |
$30.6K - $35.5K
|
13.1K
$659K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-608- 7.56% |
$33K - $38.3K
|
7.44K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-625- 5.14% |
$34K - $39.4K
|
11.5K
$578K
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-625- 0.76% |
$34K - $39.4K
|
81.6K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-627- 13.6% |
$34.1K - $39.5K
|
3.98K
$200K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-649- 4.46% |
$35.3K - $40.9K
|
13.9K
$697K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-694- 11.19% |
$37.7K - $43.7K
|
5.51K
$276K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-699- 1.52% |
$38K - $44.1K
|
45.4K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-700- 2.19% |
$38K - $44.1K
|
31.3K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-715- 1.22% |
$38.8K - $45.1K
|
58K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-716- 0.25% |
$38.9K - $45.1K
|
287K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-717- 23.22% |
$38.9K - $45.2K
|
2.37K
$119K
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-768- 3.84% |
$41.7K - $48.4K
|
19.3K
$965K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-800- 35.24% |
$43.5K - $50.4K
|
1.47K
$73.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-870- 4.82% |
$47.3K - $54.8K
|
17.2K
$861K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-871- 0.28% |
$47.3K - $54.9K
|
310K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-916- 19.2% |
$49.8K - $57.7K
|
3.85K
$193K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-965- 0.63% |
$52.4K - $60.8K
|
152K
$7.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-966- 12.58% |
$52.5K - $60.9K
|
6.71K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.07K- 17.61% |
$57.9K - $67.2K
|
4.99K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.07K- 2.27% |
$58K - $67.3K
|
45.9K
$2.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.09K- 8.61% |
$59K - $68.5K
|
11.5K
$578K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.14K- 13.98% |
$61.7K - $71.6K
|
6.99K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.3K- 1.11% |
$70.5K - $81.8K
|
116K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.33K- 20.09% |
$72.1K - $83.7K
|
5.28K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1.37K- 2.9% |
$74.6K - $86.6K
|
46K
$2.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 6.12% |
$81.6K - $94.7K
|
23.1K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.54K- 4.79% |
$83.6K - $97K
|
30.6K
$1.53M
|