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 |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
12,341
shares
|
$661,724
0.07% of portfolio
|
Q3 2024
Added 1628.43%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
12,125
shares
|
$650,142
0.0% of portfolio
|
Q3 2024
Reduced 42.4%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
11,917
shares
|
$638,989
0.41% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,757
shares
|
$630,410
0.0% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
11,632
shares
|
$623,707
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
11,617
shares
|
$622,903
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
11,589
shares
|
$621,402
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
11,538
shares
|
$618,667
0.03% of portfolio
|
Q3 2024
Added 67.56%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Nov 14, 2024 Q3 2024 |
11,314
shares
|
$606,656
0.39% of portfolio
|
Q2 2024
Reduced 31.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,169
shares
|
$598,881
0.0% of portfolio
|
Q3 2024
Added 31.03%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
11,064
shares
|
$593,251
0.02% of portfolio
|
Q3 2024
Reduced 17.3%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
11,007
shares
|
$590,195
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,878
shares
|
$583,278
0.03% of portfolio
|
Q3 2024
Added 27.93%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
10,855
shares
|
$582,045
0.01% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
10,854
shares
|
$581,991
0.02% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
10,734
shares
|
$575,557
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
10,627
shares
|
$569,819
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
10,600
shares
|
$568,372
0.0% of portfolio
|
Q3 2024
Added 713.51%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
10,571
shares
|
$566,817
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
10,290
shares
|
$551,749
0.07% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
10,245
shares
|
$549,336
0.01% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
10,160
shares
|
$544,779
0.01% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 08, 2024 Q3 2024 |
10,122
shares
|
$542,741
1.56% of portfolio
|
Q2 2024
Reduced 29.59%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
10,000
shares
|
$536,200
0.01% of portfolio
|
Q4 2022
Reduced 24.24%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,000
shares
|
$536,200
0.01% of portfolio
|
Q4 2022
Reduced 24.24%
|