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 |
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
31,336
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
30,601
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
30,490
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Added 470.87%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
30,200
shares
|
$1.55 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
30,192
shares
|
$1.55 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
30,179
shares
|
$1.55 Million
0.03% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
30,033
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
30,000
shares
|
$1.54 Million
0.11% of portfolio
|
Q2 2017
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
29,891
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
29,561
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
29,354
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 84.04%
|
|
|
Kennondale Capital Management LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
29,286
shares
|
$1.5 Million
1.64% of portfolio
|
Q4 2024
Added 885.4%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
29,184
shares
|
$1.5 Million
0.07% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
28,871
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 194.48%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
28,569
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
28,289
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
28,128
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
27,800
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
27,566
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.28%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
27,424
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
26,717
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
26,631
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Added 145.18%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
25,994
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
25,908
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
25,863
shares
|
$1.33 Million
0.76% of portfolio
|
Q2 2025
Added 19.17%
|