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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,000
shares
|
$104,980
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,981
shares
|
$103,982
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,980
shares
|
$103,930
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,660
shares
|
$87,133
0.0% of portfolio
|
Q3 2018
Reduced 28.01%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,659
shares
|
$87,080
0.01% of portfolio
|
Q2 2024
Added 3.75%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
1,614
shares
|
$84,718
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,612
shares
|
$84,613
0.0% of portfolio
|
Q4 2024
Added 87.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,609
shares
|
$84,456
0.0% of portfolio
|
Q4 2024
Added 779.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,520
shares
|
$79,784
0.0% of portfolio
|
Q4 2024
Added 1552.17%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,490
shares
|
$78,210
0.05% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,417
shares
|
$74,378
0.0% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,413
shares
|
$74,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,381
shares
|
$72,488
0.0% of portfolio
|
Q4 2024
Reduced 48.1%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,378
shares
|
$72,331
0.01% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,307
shares
|
$68,604
0.0% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
1,182
shares
|
$62,043
0.0% of portfolio
|
Q4 2024
Reduced 20.56%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,165
shares
|
$61,150
0.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,150
shares
|
$60,363
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,113
shares
|
$58,421
0.04% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Sage Rock Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$57,739
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
1,090
shares
|
$57,214
0.0% of portfolio
|
Q1 2023
Reduced 0.91%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
1,050
shares
|
$55,114
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
941
shares
|
$49,393
0.01% of portfolio
|
Q1 2024
Reduced 14.61%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
867
shares
|
$45,508
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
858
shares
|
$45,036
0.0% of portfolio
|
Q4 2017
Added 16.55%
|