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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
27,529
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
Reduced 15.41%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
27,305
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
26,924
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
26,813
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
26,535
shares
|
$1.17 Million
0.37% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
26,063
shares
|
$1.15 Million
0.72% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
25,096
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
24,646
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
24,628
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
24,559
shares
|
$1.09 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
24,000
shares
|
$1.06 Million
0.36% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
23,233
shares
|
$1.03 Million
0.41% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
23,200
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
23,194
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Added 41.93%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
22,988
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,930
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
22,231
shares
|
$984,166
0.79% of portfolio
|
Q4 2022
Reduced 1.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
22,187
shares
|
$982,218
0.0% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
20,808
shares
|
$921,170
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
20,510
shares
|
$907,977
0.35% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
19,900
shares
|
$880,973
0.0% of portfolio
|
Q2 2025
Reduced 79.79%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
19,732
shares
|
$873,535
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Rayliant Investment Research
Santa Monica, CA |
Feb 14, 2023 Q4 2022 |
19,730
shares
|
$873,447
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
19,719
shares
|
$872,960
0.02% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
19,338
shares
|
$856,093
0.2% of portfolio
|
Q3 2025
New holding
|
|