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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
428
shares
|
$18,947
0.0% of portfolio
|
Q3 2025
Added 30.49%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
406
shares
|
$17,973
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
400
shares
|
$17,708
0.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
379
shares
|
$16,778
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
379
shares
|
$16,778
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
358
shares
|
$15,848
0.0% of portfolio
|
Q3 2025
Reduced 20.27%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
342
shares
|
$15,140
0.0% of portfolio
|
Q3 2025
Added 25.27%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
339
shares
|
$15,007
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
325
shares
|
$14,387
0.01% of portfolio
|
Q3 2020
Reduced 83.75%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
325
shares
|
$14,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
314
shares
|
$13,900
0.0% of portfolio
|
Q3 2025
Added 115.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
300
shares
|
$13,281
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
297
shares
|
$13,148
0.0% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
280
shares
|
$12,395
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
274
shares
|
$12,129
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
255
shares
|
$11,288
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
241
shares
|
$10,669
0.0% of portfolio
|
Q4 2024
Added 1406.25%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
229
shares
|
$10,137
0.0% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
227
shares
|
$10,049
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
224
shares
|
$9,916
0.0% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
200
shares
|
$8,854
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
200
shares
|
$8,854
0.0% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
200
shares
|
$8,854
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
178
shares
|
$7,880
0.0% of portfolio
|
Q3 2025
Added 1680.0%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
170
shares
|
$7,525
0.0% of portfolio
|
Q2 2025
New holding
|
|