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 |
|---|---|---|---|---|---|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
88,097
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
87,675
shares
|
$3.88 Million
0.01% of portfolio
|
Q4 2023
Reduced 35.64%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
85,684
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
81,979
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
81,566
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 89.98%
|
|
|
Seizert Capital Partners, LLC
|
Oct 29, 2025 Q3 2025 |
80,349
shares
|
$3.56 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
79,569
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2022
Added 1.13%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
77,256
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
75,589
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 50.67%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
74,988
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2025
Added 30.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
74,479
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 17, 2025 Q3 2025 |
73,599
shares
|
$3.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
71,856
shares
|
$3.18 Million
0.11% of portfolio
|
Q3 2025
Added 239.89%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
70,155
shares
|
$3.11 Million
0.04% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
69,849
shares
|
$3.09 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
68,866
shares
|
$3.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
66,788
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
66,743
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.44%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
65,235
shares
|
$2.89 Million
0.82% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
65,115
shares
|
$2.88 Million
0.02% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
63,181
shares
|
$2.8 Million
0.32% of portfolio
|
Q3 2025
Reduced 27.75%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
62,614
shares
|
$2.77 Million
0.03% of portfolio
|
Q3 2025
Reduced 30.25%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
62,547
shares
|
$2.77 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
61,829
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Wedge Capital Management L L P
|
Oct 10, 2025 Q3 2025 |
61,281
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2025
Reduced 91.7%
|
|