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 612 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $5.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
16,887
shares
|
$896,868
0.05% of portfolio
|
Q4 2024
Added 46.75%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
16,866
shares
|
$895,753
0.05% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,863
shares
|
$895,593
0.0% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
16,833
shares
|
$894,000
0.01% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
16,271
shares
|
$864,152
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
15,981
shares
|
$848,750
0.07% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
15,926
shares
|
$845,829
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
15,659
shares
|
$831,649
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
15,581
shares
|
$827,506
0.02% of portfolio
|
Q4 2024
Reduced 53.21%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,548
shares
|
$825,754
0.03% of portfolio
|
Q4 2024
Added 42.93%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,370
shares
|
$816,300
0.04% of portfolio
|
Q3 2022
Added 127.94%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
15,277
shares
|
$811,361
0.46% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,228
shares
|
$808,759
0.0% of portfolio
|
Q4 2024
Reduced 21.84%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,075
shares
|
$800,633
0.15% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$796,650
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
|
$790,064
0.0% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
14,828
shares
|
$787,515
0.02% of portfolio
|
Q4 2024
Added 27.95%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
14,802
shares
|
$786,134
0.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
14,645
shares
|
$777,795
0.36% of portfolio
|
Q4 2024
Added 232.39%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
14,639
shares
|
$777,477
0.01% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
14,502
shares
|
$770,201
0.02% of portfolio
|
Q4 2024
Reduced 60.54%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
14,427
shares
|
$766,217
0.1% of portfolio
|
Q4 2024
Reduced 32.35%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
13,996
shares
|
$743,327
0.02% of portfolio
|
Q4 2024
Added 26.5%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
13,902
shares
|
$738,335
0.03% of portfolio
|
Q4 2024
Added 99.57%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
13,669
shares
|
$725,960
0.0% of portfolio
|
Q4 2024
Reduced 49.82%
|