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 625 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $5.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
346,150
shares
|
$17.8 Million
0.02% of portfolio
|
Q2 2025
Added 21.29%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
342,857
shares
|
$17.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 66.65%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
310,425
shares
|
$15.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
309,526
shares
|
$15.9 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
303,909
shares
|
$15.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
286,537
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
266,674
shares
|
$13.7 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
265,500
shares
|
$13.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
259,445
shares
|
$13.3 Million
0.01% of portfolio
|
Q2 2025
Added 425.11%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
225,861
shares
|
$11.6 Million
0.01% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
224,369
shares
|
$11.5 Million
0.03% of portfolio
|
Q2 2025
Added 1979.03%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
213,993
shares
|
$11 Million
0.02% of portfolio
|
Q2 2025
Added 130.44%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
201,325
shares
|
$10.3 Million
1.23% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
200,800
shares
|
$10.3 Million
0.01% of portfolio
|
Q2 2025
Added 11711.76%
|
|
|
Treasurer Of The State Of North Carolina
|
Aug 14, 2025 Q2 2025 |
200,058
shares
|
$10.3 Million
0.04% of portfolio
|
Q2 2025
Added 80.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
195,528
shares
|
$10 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.45%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
186,691
shares
|
$9.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
185,603
shares
|
$9.53 Million
0.73% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
176,320
shares
|
$9.05 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
176,204
shares
|
$9.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
172,098
shares
|
$8.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 80.36%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
170,175
shares
|
$8.74 Million
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
166,178
shares
|
$8.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
164,564
shares
|
$8.45 Million
0.01% of portfolio
|
Q2 2025
Added 151.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,525
shares
|
$8.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.63%
|