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 |
|---|---|---|---|---|---|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,593
shares
|
$336,142
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,529
shares
|
$333,308
0.01% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
7,400
shares
|
$327,598
0.04% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
7,361
shares
|
$325,871
0.01% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
7,339
shares
|
$324,897
0.02% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
7,238
shares
|
$320,426
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
7,122
shares
|
$315,290
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,103
shares
|
$314,449
0.0% of portfolio
|
Q3 2025
Added 34.45%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,096
shares
|
$314,139
0.02% of portfolio
|
Q2 2024
Added 3.28%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,089
shares
|
$313,830
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
7,009
shares
|
$310,288
0.0% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,986
shares
|
$309,270
0.0% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,849
shares
|
$303,205
0.01% of portfolio
|
Q3 2025
Reduced 17.95%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
6,775
shares
|
$299,929
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
6,764
shares
|
$299,442
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
6,718
shares
|
$297,405
0.04% of portfolio
|
Q1 2025
Reduced 90.88%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,715
shares
|
$297,273
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
6,633
shares
|
$293,642
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,611
shares
|
$292,668
0.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,495
shares
|
$287,533
0.01% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
6,486
shares
|
$287,135
0.01% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,468
shares
|
$286,338
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
6,428
shares
|
$284,567
0.11% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
6,297
shares
|
$278,768
0.0% of portfolio
|
Q3 2025
Reduced 80.52%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,257
shares
|
$276,997
0.02% of portfolio
|
Q2 2025
Reduced 3.05%
|
|