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 |
|---|---|---|---|---|---|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
3,793
shares
|
$167,916
0.0% of portfolio
|
Q3 2025
Added 38.18%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
3,772
shares
|
$166,986
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Nov 14, 2025 Q3 2025 |
3,763
shares
|
$166,588
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,554
shares
|
$157,335
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,387
shares
|
$149,942
0.0% of portfolio
|
Q2 2025
Reduced 41.4%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
3,171
shares
|
$140,380
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
3,055
shares
|
$135,244
0.07% of portfolio
|
Q1 2024
Reduced 34.16%
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
2,917
shares
|
$129,135
0.07% of portfolio
|
Q2 2025
Reduced 47.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2,895
shares
|
$128,161
0.0% of portfolio
|
Q3 2025
Added 29.47%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,883
shares
|
$127,630
0.03% of portfolio
|
Q3 2025
Added 513.4%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,791
shares
|
$123,557
0.0% of portfolio
|
Q3 2025
Reduced 67.97%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
2,493
shares
|
$110,365
0.01% of portfolio
|
Q3 2025
Reduced 54.75%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
2,338
shares
|
$103,503
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2,303
shares
|
$101,953
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
2,220
shares
|
$98,279
0.01% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,166
shares
|
$95,888
0.01% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
2,108
shares
|
$93,321
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
2,000
shares
|
$88,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,983
shares
|
$87,787
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,981
shares
|
$87,698
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
1,902
shares
|
$84,201
0.0% of portfolio
|
Q3 2025
Reduced 49.8%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,862
shares
|
$82,430
0.01% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,672
shares
|
$74,019
0.0% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,571
shares
|
$69,548
0.0% of portfolio
|
Q3 2025
Added 15.6%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,503
shares
|
$66,537
0.0% of portfolio
|
Q3 2025
Reduced 36.61%
|
|