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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,529
shares
|
$403,704
0.01% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
7,400
shares
|
$396,788
0.01% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,385
shares
|
$395,983
0.03% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,353
shares
|
$394,267
0.02% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
7,306
shares
|
$391,747
0.28% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
7,300
shares
|
$391,426
0.0% of portfolio
|
Q3 2023
Reduced 90.81%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
7,295
shares
|
$391,157
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
7,250
shares
|
$388,745
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
7,238
shares
|
$388,101
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
7,137
shares
|
$382,685
0.03% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,089
shares
|
$380,112
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,019
shares
|
$376,358
0.0% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
6,966
shares
|
$373,516
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,895
shares
|
$369,709
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
6,670
shares
|
$357,645
0.02% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,650
shares
|
$356,573
0.0% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,593
shares
|
$353,516
0.02% of portfolio
|
Q4 2022
Reduced 5.11%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
6,468
shares
|
$346,814
0.01% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,468
shares
|
$346,814
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
6,456
shares
|
$346,170
0.02% of portfolio
|
Q1 2024
Reduced 5.93%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
6,344
shares
|
$340,165
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
6,200
shares
|
$332,444
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,177
shares
|
$331,210
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
6,085
shares
|
$326,277
0.0% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,076
shares
|
$325,795
0.01% of portfolio
|
Q3 2024
Added 38.69%
|