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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
72
shares
|
$3,187
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
60
shares
|
$2,656
0.0% of portfolio
|
Q2 2021
Reduced 97.09%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
53
shares
|
$2,346
0.0% of portfolio
|
Q1 2024
Reduced 23.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52
shares
|
$2,302
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
52
shares
|
$2,302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
51
shares
|
$2,257
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
50
shares
|
$2,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
42
shares
|
$1,859
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
41
shares
|
$1,815
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
37
shares
|
$1,637
0.0% of portfolio
|
Q3 2025
Reduced 46.38%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
30
shares
|
$1,328
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
29
shares
|
$1,283
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
29
shares
|
$1,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
28
shares
|
$1,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
27
shares
|
$1,195
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
25
shares
|
$1,106
0.0% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
24
shares
|
$1,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
24
shares
|
$1,062
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
22
shares
|
$973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
20
shares
|
$885
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
19
shares
|
$841
0.0% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
19
shares
|
$841
0.0% of portfolio
|
Q3 2025
Reduced 70.77%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
16
shares
|
$708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
16
shares
|
$708
0.0% of portfolio
|
Q2 2025
Reduced 40.74%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
14
shares
|
$619
0.0% of portfolio
|
Q3 2025
New holding
|
|