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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
838
shares
|
$43,986
0.01% of portfolio
|
Q4 2024
Added 52.64%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
834
shares
|
$43,776
0.01% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
827
shares
|
$43,409
0.01% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
800
shares
|
$41,992
0.01% of portfolio
|
Q2 2022
Reduced 96.49%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
729
shares
|
$38,265
0.0% of portfolio
|
Q4 2024
Reduced 43.79%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
679
shares
|
$35,640
0.0% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
676
shares
|
$35,483
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
658
shares
|
$34,538
0.0% of portfolio
|
Q4 2024
Added 64.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
657
shares
|
$34,485
0.0% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
640
shares
|
$33,593
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
633
shares
|
$33,226
0.0% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
608
shares
|
$31,913
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
575
shares
|
$30,181
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
570
shares
|
$29,919
0.0% of portfolio
|
Q2 2022
Reduced 23.69%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
566
shares
|
$29,709
0.0% of portfolio
|
Q4 2024
Reduced 97.55%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
562
shares
|
$29,499
0.0% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
555
shares
|
$29,131
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
539
shares
|
$28,292
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
532
shares
|
$27,924
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
502
shares
|
$26,349
0.0% of portfolio
|
Q1 2021
Reduced 97.06%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
500
shares
|
$26,245
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
500
shares
|
$26,245
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
466
shares
|
$24,460
0.0% of portfolio
|
Q3 2024
Added 606.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
449
shares
|
$23,568
0.01% of portfolio
|
Q2 2024
Reduced 8.18%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
438
shares
|
$22,990
0.0% of portfolio
|
Q4 2024
Added 0.46%
|