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 624 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $4.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
19,337
shares
|
$856,048
0.0% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
19,072
shares
|
$844,317
0.0% of portfolio
|
Q3 2025
Added 27.46%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
18,959
shares
|
$839,314
0.22% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
18,915
shares
|
$837,367
0.01% of portfolio
|
Q3 2025
Added 79.27%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
18,671
shares
|
$826,565
0.0% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
18,563
shares
|
$821,784
0.0% of portfolio
|
Q3 2025
Reduced 79.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
18,490
shares
|
$818,552
0.0% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
18,334
shares
|
$811,646
0.43% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
18,258
shares
|
$808,281
0.07% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
18,048
shares
|
$798,984
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
18,000
shares
|
$796,860
0.1% of portfolio
|
Q3 2017
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
17,795
shares
|
$787,784
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
17,771
shares
|
$786,722
0.13% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
17,734
shares
|
$785,084
0.24% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
17,412
shares
|
$770,829
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
17,403
shares
|
$770,430
0.01% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
17,400
shares
|
$770,298
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
17,239
shares
|
$763,170
0.0% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
16,964
shares
|
$750,996
0.01% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
16,866
shares
|
$746,657
0.04% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,837
shares
|
$745,373
0.12% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
16,777
shares
|
$742,717
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
16,636
shares
|
$736,475
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
16,432
shares
|
$727,444
0.22% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,271
shares
|
$720,317
0.0% of portfolio
|
Q3 2023
New holding
|
|