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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
200
shares
|
$10,582
0.0% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
200
shares
|
$10,582
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
183
shares
|
$9,682
0.0% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
178
shares
|
$9,417
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
175
shares
|
$9,259
0.0% of portfolio
|
Q3 2024
Reduced 61.37%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
167
shares
|
$8,835
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
167
shares
|
$8,835
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
166
shares
|
$8,783
0.0% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
164
shares
|
$8,677
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
158
shares
|
$8,359
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
158
shares
|
$8,359
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
145
shares
|
$7,671
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
135
shares
|
$7,142
0.0% of portfolio
|
Q1 2024
Reduced 90.1%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
123
shares
|
$6,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
121
shares
|
$6,402
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
120
shares
|
$6,349
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
111
shares
|
$5,873
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
108
shares
|
$5,714
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
92
shares
|
$4,867
0.0% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
90
shares
|
$4,761
0.0% of portfolio
|
Q3 2024
Added 260.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
78
shares
|
$4,126
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
75
shares
|
$3,968
0.0% of portfolio
|
Q4 2023
Reduced 99.3%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
75
shares
|
$3,968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
73
shares
|
$3,862
0.0% of portfolio
|
Q4 2024
Added 40.38%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
69
shares
|
$3,650
0.0% of portfolio
|
Q4 2024
Reduced 11.54%
|