Latest Institutional Purchases of H&R Block Inc (HRB)
This list provides information on the latest institutional transactions involving H&R Block Inc (HRB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
90K+ 1750.86% |
$3.98M - $4.73M
|
95.1K
$4.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 34.35% |
$675K - $802K
|
59.6K
$2.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.41KNew |
$417K - $495K
|
9.41K
$417K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
5.55K+ 8.5% |
$245K - $292K
|
70.8K
$3.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.47K+ 4.04% |
$110K - $130K
|
63.8K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.4K+ 8.89% |
$62.2K - $73.8K
|
17.2K
$761K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 2.83% |
$48.2K - $57.3K
|
39.6K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
765New |
$33.9K - $40.2K
|
765
$33.9K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
760+ 40.82% |
$33.6K - $40K
|
2.62K
$116K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
688+ 4.79% |
$30.5K - $36.2K
|
15.1K
$666K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
509+ 5.27% |
$22.5K - $26.8K
|
10.2K
$450K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
416+ 208.0% |
$18.4K - $21.9K
|
616
$27.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
380+ 82.07% |
$16.8K - $20K
|
843
$37.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
317+ 61.08% |
$14K - $16.7K
|
836
$37K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
95New |
$4.21K - $5K
|
95
$4.21K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 20.35% |
$1.02K - $1.21K
|
136
$6.02K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
12New |
$531 - $631
|
12
$531
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 75.0% |
$133 - $158
|
7
$310
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.31M+ 1858.29% |
$114M - $131M
|
2.44M
$108M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
976K+ 60.35% |
$48.1M - $55.4M
|
2.59M
$115M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
653K+ 20.18% |
$32.2M - $37M
|
3.89M
$172M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
577K+ 335.39% |
$28.4M - $32.8M
|
749K
$33.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
392K+ 24.5% |
$19.3M - $22.2M
|
1.99M
$88.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
270K+ 10.87% |
$13.3M - $15.3M
|
2.75M
$122M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
262K+ 52.61% |
$12.9M - $14.9M
|
759K
$33.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
261KNew |
$12.8M - $14.8M
|
261K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
205K+ 184.28% |
$10.1M - $11.6M
|
316K
$14M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
197K+ 26.59% |
$9.72M - $11.2M
|
939K
$41.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
188K+ 3375.94% |
$9.25M - $10.7M
|
193K
$8.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
180K+ 35.14% |
$8.88M - $10.2M
|
693K
$30.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
170K+ 173.19% |
$8.36M - $9.62M
|
267K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
144K+ 2138.92% |
$7.08M - $8.15M
|
150K
$6.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
135K+ 170.03% |
$6.66M - $7.67M
|
215K
$9.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
125K+ 62.4% |
$6.17M - $7.11M
|
326K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
116KNew |
$5.73M - $6.6M
|
116K
$5.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
114K+ 3.99% |
$5.6M - $6.45M
|
2.96M
$131M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
107K+ 9.8% |
$5.27M - $6.07M
|
1.2M
$53.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
104KNew |
$5.1M - $5.88M
|
104K
$4.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
101K+ 32.54% |
$4.98M - $5.73M
|
411K
$18.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
99.4KNew |
$4.9M - $5.64M
|
99.4K
$4.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
80.3KNew |
$3.96M - $4.56M
|
80.3K
$3.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
80.3K+ 8.14% |
$3.96M - $4.56M
|
1.07M
$47.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
69.8KNew |
$3.44M - $3.96M
|
69.8K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
61.6K+ 16.05% |
$3.04M - $3.5M
|
445K
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
56.1K+ 2.48% |
$2.77M - $3.19M
|
2.32M
$103M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
51.7K+ 2.3% |
$2.55M - $2.94M
|
2.3M
$102M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
51.7K+ 66.93% |
$2.55M - $2.93M
|
129K
$5.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
50.7K+ 239.89% |
$2.5M - $2.88M
|
71.9K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
43K+ 832.44% |
$2.12M - $2.44M
|
48.2K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
40K+ 49.02% |
$1.97M - $2.27M
|
122K
$5.38M
|
|