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 |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
9,988
shares
|
$442,168
0.16% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
9,821
shares
|
$434,775
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
9,794
shares
|
$433,580
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
9,661
shares
|
$427,692
0.02% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,616
shares
|
$425,700
0.01% of portfolio
|
Q3 2025
Added 279.03%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
9,256
shares
|
$409,763
0.0% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,216
shares
|
$407,992
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
9,110
shares
|
$403,299
0.03% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
9,108
shares
|
$403,211
0.0% of portfolio
|
Q3 2025
Reduced 69.67%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
9,005
shares
|
$398,651
0.13% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
8,922
shares
|
$394,976
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
8,613
shares
|
$381,297
0.02% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
8,607
shares
|
$381,031
0.0% of portfolio
|
Q3 2025
Added 67.45%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
8,581
shares
|
$379,880
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
8,446
shares
|
$373,904
0.0% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
8,350
shares
|
$369,654
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,328
shares
|
$368,680
0.01% of portfolio
|
Q3 2025
Added 26.01%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
8,269
shares
|
$366,068
0.03% of portfolio
|
Q3 2025
Added 29.51%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
8,222
shares
|
$363,987
0.0% of portfolio
|
Q3 2025
Reduced 28.71%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
8,164
shares
|
$361,420
0.07% of portfolio
|
Q3 2025
Reduced 47.75%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,113
shares
|
$359,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
8,021
shares
|
$355,089
0.0% of portfolio
|
Q3 2025
Reduced 84.29%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
7,991
shares
|
$353,761
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
7,739
shares
|
$342,605
0.04% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,598
shares
|
$336,363
0.02% of portfolio
|
Q2 2022
New holding
|
|