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 |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
34,605
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
34,381
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
34,360
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
34,161
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
33,600
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
33,400
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,850
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
32,516
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 39.33%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
32,206
shares
|
$1.43 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
31,868
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
31,386
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
31,336
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
31,128
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
31,007
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
30,758
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
30,000
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2017
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
29,841
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
29,665
shares
|
$1.31 Million
0.7% of portfolio
|
Q3 2025
Added 25.14%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
29,286
shares
|
$1.3 Million
1.13% of portfolio
|
Q4 2024
Added 885.4%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
28,452
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 73.41%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
28,425
shares
|
$1.26 Million
0.57% of portfolio
|
Q3 2025
Added 234.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
28,414
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
28,294
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
28,128
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
27,800
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.61%
|
|