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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
167
shares
|
$7,393
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
160
shares
|
$7,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
158
shares
|
$6,994
0.0% of portfolio
|
Q3 2025
Reduced 29.46%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
147
shares
|
$6,507
0.0% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
140
shares
|
$6,197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
135
shares
|
$5,976
0.0% of portfolio
|
Q1 2024
Reduced 90.1%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
133
shares
|
$5,887
0.0% of portfolio
|
Q3 2025
Reduced 90.12%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
126
shares
|
$5,578
0.0% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
121
shares
|
$5,356
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
120
shares
|
$5,312
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
119
shares
|
$5,268
0.0% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
113
shares
|
$5,002
0.0% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
113
shares
|
$5,002
0.0% of portfolio
|
Q3 2025
Reduced 33.92%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
111
shares
|
$4,913
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
100
shares
|
$4,427
0.0% of portfolio
|
Q3 2025
Added 28.21%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
90
shares
|
$3,984
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
86
shares
|
$3,807
0.0% of portfolio
|
Q2 2025
Added 8500.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
86
shares
|
$3,807
0.0% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
85
shares
|
$3,762
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
84
shares
|
$3,718
0.0% of portfolio
|
Q3 2025
Added 86.67%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
82
shares
|
$3,630
0.0% of portfolio
|
Q3 2025
Added 15.49%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
79
shares
|
$3,497
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
79
shares
|
$3,497
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
79
shares
|
$3,497
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
76
shares
|
$3,364
0.0% of portfolio
|
Q2 2025
Added 985.71%
|
|