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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,486
shares
|
$198,595
0.01% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
4,432
shares
|
$196,204
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
4,408
shares
|
$195,142
0.0% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
4,364
shares
|
$193,194
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
4,260
shares
|
$188,590
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,220
shares
|
$186,819
0.0% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,213
shares
|
$186,509
0.01% of portfolio
|
Q3 2025
Reduced 41.24%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
4,195
shares
|
$185,712
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
4,180
shares
|
$185,048
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
4,120
shares
|
$182,392
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
4,110
shares
|
$181,949
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
4,092
shares
|
$181,152
0.03% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,092
shares
|
$181,152
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,075
shares
|
$180,400
0.02% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
4,060
shares
|
$179,736
0.07% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 30, 2025 Q3 2025 |
4,018
shares
|
$177,876
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
4,007
shares
|
$177,389
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
4,005
shares
|
$177,301
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
4,000
shares
|
$177,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
4,000
shares
|
$177,080
0.03% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$177,080
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
3,986
shares
|
$176,460
0.14% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,982
shares
|
$176,283
0.0% of portfolio
|
Q2 2025
Reduced 13.6%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
3,982
shares
|
$176,283
0.0% of portfolio
|
Q3 2025
Reduced 90.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,835
shares
|
$169,775
0.0% of portfolio
|
Q3 2025
Added 12.69%
|
|