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 |
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
81,599
shares
|
$4.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
79,569
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2022
Added 1.13%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
79,456
shares
|
$4.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 44.34%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
78,843
shares
|
$4.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
78,415
shares
|
$4.03 Million
0.02% of portfolio
|
Q2 2025
Added 28.79%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
77,224
shares
|
$3.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.02%
|
|
|
Ing Groep Nv
|
Aug 06, 2025 Q2 2025 |
76,600
shares
|
$3.93 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
76,019
shares
|
$3.9 Million
0.03% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Fcf Advisors LLC
|
Jul 11, 2025 Q2 2025 |
75,326
shares
|
$3.87 Million
0.6% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
73,992
shares
|
$3.8 Million
0.02% of portfolio
|
Q2 2025
Added 78.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
70,680
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.16%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
68,423
shares
|
$3.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 69.98%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
67,738
shares
|
$3.48 Million
0.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
66,578
shares
|
$3.42 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
64,905
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 82.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
63,358
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.89%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
62,580
shares
|
$3.21 Million
0.03% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
62,420
shares
|
$3.2 Million
0.95% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
57,968
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
57,453
shares
|
$2.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 88.1%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
56,026
shares
|
$2.88 Million
1.78% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
55,731
shares
|
$2.86 Million
2.13% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
55,436
shares
|
$2.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
53,264
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
53,077
shares
|
$2.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 58.17%
|