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 $5.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
19,635
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
19,634
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
19,519
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
19,495
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 70.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
19,484
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 20.49%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
19,111
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2024
Added 138.77%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
19,035
shares
|
$1.02 Million
0.66% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
18,871
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
18,671
shares
|
$1 Million
0.0% of portfolio
|
Q2 2023
Reduced 4.11%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
18,306
shares
|
$981,567
0.32% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
18,230
shares
|
$977,492
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
18,189
shares
|
$975,294
0.0% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
18,108
shares
|
$970,950
0.0% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2024 Q3 2024 |
18,051
shares
|
$967,894
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
18,048
shares
|
$967,733
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
18,000
shares
|
$965,160
0.14% of portfolio
|
Q3 2017
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,982
shares
|
$964,194
0.0% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
17,913
shares
|
$960,495
0.14% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Employees Retirement System Of Texas
|
Nov 14, 2024 Q3 2024 |
17,406
shares
|
$933,309
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
17,400
shares
|
$932,988
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
17,267
shares
|
$925,856
0.02% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
17,097
shares
|
$916,741
0.0% of portfolio
|
Q3 2024
Added 19.56%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
16,887
shares
|
$905,480
0.05% of portfolio
|
Q4 2024
Added 46.75%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
16,866
shares
|
$904,354
0.05% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
16,591
shares
|
$889,609
0.0% of portfolio
|
Q3 2024
Reduced 4.21%
|