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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
44,381
shares
|
$1.96 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
43,896
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
43,703
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
43,033
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
42,210
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
41,765
shares
|
$1.85 Million
0.98% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
41,601
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
41,594
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 50.89%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
41,439
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
40,632
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 32.78%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
40,515
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 64.37%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
39,616
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
38,621
shares
|
$1.71 Million
1.14% of portfolio
|
Q3 2025
Reduced 31.07%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
38,610
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
38,489
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 31.12%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
37,475
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 60.49%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 13, 2025 Q3 2025 |
37,360
shares
|
$1.65 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
37,300
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
37,198
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
36,345
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2022
Added 31.06%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
36,088
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2025
Added 141.52%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
35,682
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
35,507
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
35,261
shares
|
$1.56 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
34,613
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.2%
|
|