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 622 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 |
|---|---|---|---|---|---|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
143,333
shares
|
$6.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
139,971
shares
|
$6.2 Million
0.02% of portfolio
|
Q3 2025
Added 24.4%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
128,913
shares
|
$5.71 Million
0.0% of portfolio
|
Q3 2025
Added 66.93%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
128,307
shares
|
$5.68 Million
0.01% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Oct 27, 2025 Q3 2025 |
122,409
shares
|
$5.42 Million
0.01% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
121,600
shares
|
$5.38 Million
0.04% of portfolio
|
Q3 2025
Added 49.02%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
119,483
shares
|
$5.29 Million
0.02% of portfolio
|
Q3 2025
Added 52.37%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
116,295
shares
|
$5.15 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
115,057
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2025
Added 15.44%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
105,729
shares
|
$4.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
103,847
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
103,578
shares
|
$4.59 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
103,519
shares
|
$4.58 Million
0.53% of portfolio
|
Q3 2025
Reduced 48.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
102,266
shares
|
$4.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 77.62%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
101,125
shares
|
$4.48 Million
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
99,840
shares
|
$4.42 Million
0.0% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
99,650
shares
|
$4.41 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
99,400
shares
|
$4.4 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
96,819
shares
|
$4.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
95,000
shares
|
$4.21 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
95,000
shares
|
$4.21 Million
0.29% of portfolio
|
Q3 2022
Added 3.26%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
94,876
shares
|
$4.2 Million
0.06% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Ruffer LLP
|
Nov 03, 2025 Q3 2025 |
91,950
shares
|
$4.07 Million
0.31% of portfolio
|
Q3 2025
Reduced 26.79%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
91,621
shares
|
$4.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 64.69%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
91,417
shares
|
$4.05 Million
0.0% of portfolio
|
Q3 2025
Added 11.76%
|
|