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 607 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $5.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
5,389
shares
|
$285,131
0.16% of portfolio
|
Q3 2024
Reduced 20.6%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
5,275
shares
|
$279,100
0.01% of portfolio
|
Q3 2024
Reduced 70.13%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,124
shares
|
$271,110
0.11% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
5,100
shares
|
$269,841
0.01% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
5,043
shares
|
$266,825
0.02% of portfolio
|
Q3 2023
Reduced 22.42%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
5,000
shares
|
$264,550
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$264,550
0.21% of portfolio
|
Q1 2022
Added 4.17%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,000
shares
|
$264,550
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
5,000
shares
|
$264,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
5,000
shares
|
$264,550
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,952
shares
|
$262,010
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,878
shares
|
$258,094
0.01% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,856
shares
|
$256,930
0.01% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,826
shares
|
$255,343
0.03% of portfolio
|
Q2 2024
Added 1.99%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$254,444
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,800
shares
|
$253,967
0.0% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
4,800
shares
|
$253,967
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,713
shares
|
$249,364
0.08% of portfolio
|
Q3 2024
Reduced 23.15%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,686
shares
|
$247,936
0.0% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
4,663
shares
|
$246,719
0.03% of portfolio
|
Q1 2024
Reduced 39.99%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
4,628
shares
|
$244,867
0.76% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
4,576
shares
|
$242,116
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,515
shares
|
$238,888
0.29% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
4,504
shares
|
$238,306
0.23% of portfolio
|
Q3 2024
Reduced 46.54%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
4,491
shares
|
$237,618
0.01% of portfolio
|
Q4 2024
Reduced 1.06%
|