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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,166
shares
|
$228,698
0.11% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
5,138
shares
|
$227,459
0.0% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
5,052
shares
|
$223,652
0.01% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,048
shares
|
$223,474
0.0% of portfolio
|
Q3 2025
Reduced 88.3%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
5,045
shares
|
$223,342
0.05% of portfolio
|
Q3 2025
Added 243.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,006
shares
|
$221,615
0.0% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
5,000
shares
|
$221,350
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$221,350
0.21% of portfolio
|
Q1 2022
Added 4.17%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
5,000
shares
|
$221,350
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
5,000
shares
|
$221,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
5,000
shares
|
$221,350
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,990
shares
|
$220,907
0.12% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
4,972
shares
|
$220,110
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
4,956
shares
|
$219,402
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$212,894
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
4,800
shares
|
$212,496
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,748
shares
|
$210,193
0.01% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,742
shares
|
$209,928
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
4,700
shares
|
$208,069
0.04% of portfolio
|
Q3 2025
Reduced 14.55%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,685
shares
|
$207,404
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,656
shares
|
$206,121
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
4,628
shares
|
$204,881
0.76% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
4,593
shares
|
$203,332
0.19% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
4,565
shares
|
$202,092
0.02% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,518
shares
|
$200,011
0.0% of portfolio
|
Q3 2025
Added 4.41%
|
|