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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
13,088
shares
|
$579,405
0.01% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
12,601
shares
|
$557,846
0.0% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
12,566
shares
|
$556,296
0.0% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
12,350
shares
|
$546,734
0.02% of portfolio
|
Q3 2025
Reduced 64.62%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
12,338
shares
|
$546,203
0.01% of portfolio
|
Q3 2025
Added 39.32%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
12,146
shares
|
$537,703
0.0% of portfolio
|
Q3 2025
Reduced 22.74%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
12,128
shares
|
$536,906
0.02% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
12,122
shares
|
$536,640
0.17% of portfolio
|
Q3 2025
Reduced 36.06%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
11,860
shares
|
$525,042
0.01% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
11,739
shares
|
$519,685
0.05% of portfolio
|
Q3 2025
Reduced 86.94%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
11,238
shares
|
$497,506
0.01% of portfolio
|
Q3 2025
Reduced 70.85%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Nov 10, 2025 Q3 2025 |
11,135
shares
|
$492,946
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,987
shares
|
$486,394
0.0% of portfolio
|
Q3 2025
Added 17.04%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
10,874
shares
|
$481,391
0.0% of portfolio
|
Q3 2025
Reduced 46.89%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
10,765
shares
|
$476,566
0.0% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
10,674
shares
|
$472,537
0.26% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Nov 07, 2025 Q3 2025 |
10,604
shares
|
$469,439
0.04% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
10,561
shares
|
$467,535
0.24% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
10,539
shares
|
$466,561
0.0% of portfolio
|
Q3 2025
Added 534.88%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
10,491
shares
|
$464,436
0.08% of portfolio
|
Q3 2025
Added 39.55%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
10,408
shares
|
$460,762
0.02% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,253
shares
|
$453,900
0.02% of portfolio
|
Q4 2024
Reduced 62.23%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
10,026
shares
|
$443,851
0.01% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,000
shares
|
$442,700
0.01% of portfolio
|
Q4 2022
Reduced 24.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
10,000
shares
|
$442,700
0.01% of portfolio
|
Q4 2022
Reduced 24.24%
|
|