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 615 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $6.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
36,006
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 39.06%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
35,700
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
34,156
shares
|
$2.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 49.17%
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
33,815
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2024
Reduced 57.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
33,479
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
33,362
shares
|
$2.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 66.9%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
32,605
shares
|
$2.06 Million
0.05% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
32,468
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
32,345
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.2%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
32,246
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.54%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
32,206
shares
|
$2.03 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
32,082
shares
|
$2.02 Million
0.08% of portfolio
|
Q4 2024
Added 21.5%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
31,427
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Added 26.26%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
31,111
shares
|
$1.96 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
31,100
shares
|
$1.96 Million
0.06% of portfolio
|
Q1 2024
Reduced 18.16%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
30,527
shares
|
$1.92 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
30,458
shares
|
$1.92 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
30,384
shares
|
$1.92 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Feb 11, 2025 Q4 2024 |
30,267
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
30,000
shares
|
$1.89 Million
0.11% of portfolio
|
Q2 2017
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
Feb 13, 2025 Q4 2024 |
29,225
shares
|
$1.84 Million
0.04% of portfolio
|
Q4 2024
Added 620.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
28,247
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
28,128
shares
|
$1.77 Million
0.04% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
27,924
shares
|
$1.76 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
27,882
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
New holding
|