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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
10
shares
|
$442
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
10
shares
|
$442
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
10
shares
|
$442
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$442
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
9
shares
|
$398
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$398
0.0% of portfolio
|
Q4 2024
Reduced 96.86%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
9
shares
|
$398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$354
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
8
shares
|
$354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
7
shares
|
$309
0.0% of portfolio
|
Q4 2020
Reduced 86.27%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
6
shares
|
$265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
6
shares
|
$265
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
6
shares
|
$265
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
6
shares
|
$265
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
6
shares
|
$265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5
shares
|
$221
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4
shares
|
$177
0.0% of portfolio
|
Q1 2021
Reduced 95.24%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$177
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
2
shares
|
$88
0.0% of portfolio
|
Q3 2025
Reduced 98.39%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2
shares
|
$88
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$88
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q4 2024
Reduced 96.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|