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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$66,405
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,490
shares
|
$65,962
0.0% of portfolio
|
Q3 2025
Reduced 98.42%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,468
shares
|
$64,988
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,419
shares
|
$62,819
0.0% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,399
shares
|
$61,933
0.04% of portfolio
|
Q3 2025
Added 25.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,396
shares
|
$61,800
0.0% of portfolio
|
Q3 2025
Added 52.74%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
1,357
shares
|
$60,074
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,347
shares
|
$59,631
0.0% of portfolio
|
Q3 2025
Added 445.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,338
shares
|
$59,233
0.0% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,314
shares
|
$58,170
0.0% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,285
shares
|
$56,886
0.04% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,163
shares
|
$51,486
0.01% of portfolio
|
Q3 2025
Reduced 49.06%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,150
shares
|
$50,910
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
1,136
shares
|
$50,290
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,133
shares
|
$50,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Rock Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$48,697
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
1,050
shares
|
$46,483
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,042
shares
|
$46,129
0.01% of portfolio
|
Q3 2025
Added 26.92%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$44,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
941
shares
|
$41,658
0.01% of portfolio
|
Q1 2024
Reduced 14.61%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
935
shares
|
$41,392
0.0% of portfolio
|
Q3 2025
Reduced 13.59%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
886
shares
|
$39,223
0.0% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
871
shares
|
$38,559
0.0% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
860
shares
|
$38,072
0.0% of portfolio
|
Q3 2025
Reduced 79.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
858
shares
|
$37,983
0.0% of portfolio
|
Q4 2017
Added 16.55%
|
|