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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,180
shares
|
$224,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
4,174
shares
|
$223,809
0.11% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
4,124
shares
|
$221,128
0.01% of portfolio
|
Q3 2024
Added 62.49%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
4,120
shares
|
$220,914
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
4,110
shares
|
$220,378
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,059
shares
|
$217,643
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
4,041
shares
|
$216,678
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
4,040
shares
|
$216,624
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
4,024
shares
|
$215,766
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$214,480
0.04% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,945
shares
|
$211,530
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
3,864
shares
|
$207,187
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,800
shares
|
$203,756
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
3,772
shares
|
$202,254
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
3,772
shares
|
$202,254
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
3,757
shares
|
$201,450
0.1% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,705
shares
|
$198,662
0.01% of portfolio
|
Q2 2024
Added 248.21%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
3,664
shares
|
$196,463
0.05% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,634
shares
|
$194,855
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
3,592
shares
|
$192,603
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
3,584
shares
|
$192,174
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,572
shares
|
$191,530
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
3,571
shares
|
$191,477
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
3,560
shares
|
$190,887
0.0% of portfolio
|
Q3 2024
Reduced 80.84%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
3,550
shares
|
$190,351
0.17% of portfolio
|
Q3 2024
New holding
|