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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
840
shares
|
$37,186
0.0% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
830
shares
|
$36,744
0.0% of portfolio
|
Q1 2025
Reduced 23.85%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
805
shares
|
$35,637
0.0% of portfolio
|
Q3 2025
Reduced 24.84%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
800
shares
|
$35,416
0.01% of portfolio
|
Q2 2022
Reduced 96.49%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
786
shares
|
$34,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
725
shares
|
$32,095
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
685
shares
|
$30,324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
676
shares
|
$29,926
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
665
shares
|
$29,439
0.03% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
608
shares
|
$26,916
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
597
shares
|
$26,429
0.0% of portfolio
|
Q3 2025
Reduced 36.29%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
570
shares
|
$25,233
0.0% of portfolio
|
Q2 2022
Reduced 23.69%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
541
shares
|
$23,950
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
532
shares
|
$23,551
0.0% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
519
shares
|
$22,976
0.0% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
514
shares
|
$22,754
0.0% of portfolio
|
Q3 2025
Reduced 63.52%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
513
shares
|
$22,710
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
511
shares
|
$22,621
0.0% of portfolio
|
Q3 2025
Added 134.4%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
504
shares
|
$22,312
0.0% of portfolio
|
Q3 2025
Added 908.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
502
shares
|
$22,223
0.0% of portfolio
|
Q1 2021
Reduced 97.06%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
500
shares
|
$22,135
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
500
shares
|
$22,135
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$22,135
0.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
463
shares
|
$20,497
0.0% of portfolio
|
Q3 2025
Reduced 28.88%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
430
shares
|
$19,036
0.0% of portfolio
|
Q2 2025
Added 473.33%
|
|