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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$321,720
0.01% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,997
shares
|
$321,559
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
5,909
shares
|
$316,840
0.0% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
5,902
shares
|
$316,465
0.01% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
5,847
shares
|
$313,516
0.0% of portfolio
|
Q3 2024
Reduced 75.99%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
5,843
shares
|
$313,301
0.0% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,729
shares
|
$307,188
0.02% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
5,707
shares
|
$306,009
0.22% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,669
shares
|
$303,971
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
5,667
shares
|
$303,864
0.01% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
5,600
shares
|
$300,272
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
5,599
shares
|
$300,218
0.0% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,593
shares
|
$299,896
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,586
shares
|
$299,521
0.01% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
5,585
shares
|
$299,467
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
5,572
shares
|
$298,770
0.01% of portfolio
|
Q2 2024
Reduced 10.23%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,555
shares
|
$297,859
0.07% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
5,523
shares
|
$296,143
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,491
shares
|
$294,427
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,482
shares
|
$293,944
0.0% of portfolio
|
Q3 2024
Added 28.59%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
5,389
shares
|
$288,958
0.16% of portfolio
|
Q3 2024
Reduced 20.6%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
5,275
shares
|
$282,845
0.01% of portfolio
|
Q3 2024
Reduced 70.13%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
5,100
shares
|
$273,462
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
5,043
shares
|
$270,405
0.02% of portfolio
|
Q3 2023
Reduced 22.42%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$268,100
0.21% of portfolio
|
Q1 2022
Added 4.17%
|