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 607 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $5.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
500
shares
|
$26,455
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
466
shares
|
$24,656
0.0% of portfolio
|
Q3 2024
Added 606.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
449
shares
|
$23,756
0.01% of portfolio
|
Q2 2024
Reduced 8.18%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
436
shares
|
$23,068
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
406
shares
|
$21,481
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
404
shares
|
$21,375
0.0% of portfolio
|
Q3 2024
Added 137.65%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
401
shares
|
$21,216
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
400
shares
|
$21,164
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
362
shares
|
$19,153
0.0% of portfolio
|
Q4 2024
Added 352.5%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
353
shares
|
$18,677
0.0% of portfolio
|
Q2 2024
Added 2841.67%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
325
shares
|
$17,195
0.01% of portfolio
|
Q3 2020
Reduced 83.75%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
301
shares
|
$15,925
0.01% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
300
shares
|
$15,872
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
298
shares
|
$15,767
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
297
shares
|
$15,714
0.0% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
292
shares
|
$15,449
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
287
shares
|
$15,185
0.01% of portfolio
|
Q1 2022
Reduced 3.14%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
280
shares
|
$14,814
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
262
shares
|
$13,862
0.0% of portfolio
|
Q3 2024
Added 73.51%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
241
shares
|
$12,751
0.0% of portfolio
|
Q4 2024
Added 1406.25%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
231
shares
|
$12,222
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
227
shares
|
$12,010
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
225
shares
|
$11,904
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
224
shares
|
$11,851
0.0% of portfolio
|
Q1 2024
Added 0.45%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
200
shares
|
$10,582
0.0% of portfolio
|
Q2 2022
New holding
|