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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,912
shares
|
$704,424
0.0% of portfolio
|
Q3 2025
Reduced 17.67%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
15,789
shares
|
$698,979
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
15,786
shares
|
$698,846
0.0% of portfolio
|
Q3 2025
Reduced 51.1%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
15,614
shares
|
$691,231
0.09% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,370
shares
|
$680,429
0.04% of portfolio
|
Q3 2022
Added 127.94%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
15,265
shares
|
$675,781
0.37% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
15,175
shares
|
$671,797
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$664,050
0.04% of portfolio
|
Q3 2020
Reduced 82.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,876
shares
|
$658,560
0.0% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
14,846
shares
|
$657,232
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
14,802
shares
|
$655,284
0.0% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
14,714
shares
|
$651,388
0.09% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
14,572
shares
|
$645,102
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
14,510
shares
|
$642,357
0.02% of portfolio
|
Q3 2025
Added 159.94%
|
|
|
Armistice Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,506
shares
|
$642,180
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
14,365
shares
|
$635,938
0.29% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
14,290
shares
|
$632,618
0.0% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
14,253
shares
|
$630,980
0.0% of portfolio
|
Q3 2025
Reduced 26.99%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
14,048
shares
|
$621,904
0.01% of portfolio
|
Q3 2025
Added 42.59%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
13,801
shares
|
$610,970
0.01% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,756
shares
|
$608,978
0.01% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,462
shares
|
$595,962
0.01% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
13,306
shares
|
$589,056
0.0% of portfolio
|
Q3 2025
Reduced 53.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
13,136
shares
|
$581,530
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,126
shares
|
$581,088
0.03% of portfolio
|
Q3 2025
Reduced 20.5%
|
|