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 612 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $5.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,040
shares
|
$212,059
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$209,960
0.04% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,968
shares
|
$208,280
0.0% of portfolio
|
Q4 2024
Added 141.07%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
3,952
shares
|
$207,440
0.0% of portfolio
|
Q4 2024
Added 45.72%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
3,864
shares
|
$202,821
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,863
shares
|
$202,768
0.01% of portfolio
|
Q4 2024
Added 24.73%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
3,860
shares
|
$202,611
0.1% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,853
shares
|
$202,243
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
3,846
shares
|
$201,876
0.01% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
3,814
shares
|
$200,196
0.01% of portfolio
|
Q4 2024
Added 2225.61%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
3,796
shares
|
$199,252
0.05% of portfolio
|
Q4 2024
Reduced 85.64%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
3,772
shares
|
$197,992
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,700
shares
|
$194,213
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
3,584
shares
|
$188,124
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
3,055
shares
|
$160,356
0.07% of portfolio
|
Q1 2024
Reduced 34.16%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
3,027
shares
|
$158,887
0.0% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Feb 10, 2025 Q4 2024 |
2,972
shares
|
$156,000
0.84% of portfolio
|
Q4 2024
Added 885.4%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,755
shares
|
$144,609
0.01% of portfolio
|
Q4 2024
Added 111.92%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,646
shares
|
$138,888
0.0% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
2,606
shares
|
$136,788
0.0% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,415
shares
|
$126,763
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,303
shares
|
$120,884
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,283
shares
|
$119,834
0.01% of portfolio
|
Q1 2024
Reduced 18.08%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,200
shares
|
$115,478
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
2,199
shares
|
$115,425
0.08% of portfolio
|
Q4 2024
New holding
|