HRB · Company research
H&R Block, Inc. (HRB): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62900 | 2417687 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tradewinds, LLC. | 1932342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5073 | 326764 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIFLEX GROUP, INC. | 2057637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46 | 1752 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1015308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85550 | 3257744 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 11424 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 895 | 34082 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 308367 | 11742615 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Plato Investment Management Ltd | 1984475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1614 | 61103 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SEGALL BRYANT & HAMILL, LLC | 1006378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95000 | 3617600 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Centennial Bank/AR/ | 1994744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140 | 5331 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| RICHARDSON FINANCIAL SERVICES INC. | 2012303 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 2666 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20541 | 782201 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2562610 | 97605922 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7600 | 289408 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AGF MANAGEMENT LTD | 1003518 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24395 | 928962 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PARK NATIONAL CORP /OH/ | 805676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6800 | 258944 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Archer Investment Corp | 1803804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16300 | 620704 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Synergy Investment Management, LLC | 2053786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 991 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PIN OAK INVESTMENT ADVISORS INC | 1094584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 1 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Fulcrum Asset Management LLP | 1353395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 502 | 19186 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38343 | 1460101 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Redwood Investment Management, LLC | 1717479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57857 | 2203 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Cunning Capital Partners, LP | 1571075 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37360 | 1423 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 359 | 13671 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82312 | 3134441 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118362 | 4556936 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 954810 | 36359165 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Applied Finance Capital Management, LLC | 1966007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6350 | 241808 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120897 | 4603758 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legato Capital Management LLC | 1442641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6110 | 232669 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CKW FINANCIAL GROUP | 1600403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 1 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Round Hill Asset Management | 1696438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106396 | 4051560 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78379 | 2984672 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 322924 | 12307559 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38444 | 1463933 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33235 | 1265574 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NBT BANK, N.A. | 898413 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 190 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26224 | 998610 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3278 | 124826 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| BOSTON FAMILY OFFICE LLC | 1039807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8600 | 327 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34992 | 1332495 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Quinn Opportunity Partners LLC | 1633275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 1142400 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Forum Finance Group S.A. | 2133354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 326888 | 10059 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 76160 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AUXIER ASSET MANAGEMENT LLC | 1105863 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42211 | 1607395 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61730 | 2350678 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1714217 | 65277383 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PRAXIS INVESTMENT MANAGEMENT INC | 1056825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6506 | 248 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6431 | 239372 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kendall Capital Management | 1731372 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53000 | 2018240 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9938 | 378 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Park National Corporation | 805676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6800 | 258944000 | — | — | — | Jul 15, 2026 | SEC_13F_HR |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 755162 | 28757 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 357 | 13595 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6509 | 247863 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| McMillan Office, Inc. | 2109205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 4950 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4449 | 170 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 626434 | 23854607 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1591990 | 60623 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6800 | 258944 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7326 | 278974 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3344 | 127340 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211 | 6697 | — | — | — | Jun 24, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 6348000 | — | — | — | May 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6998 | 222117000 | — | — | — | Apr 16, 2026 | SEC_13F_HR |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 298411 | 9479150 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 692760 | 21988 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| Redwood Investment Management, LLC | 1717479 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 59320 | 2585 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| SouthState Bank Corporation | 764038 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 8716000 | — | — | — | Feb 11, 2026 | SEC_13F_HR |
| PNC Financial Services Group | 713676 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 71 | 3093000 | — | — | — | Feb 6, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 7358 | 320662000 | — | — | — | Jan 5, 2026 | SEC_13F_HR |
| Redwood Investment Management, LLC | 1717479 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 63181 | 2944 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group | 713676 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 120 | 6054000 | — | — | — | Nov 7, 2025 | SEC_13F_HR |
| Jump Financial, LLC | 1831577 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 82219 | 4513001 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Redwood Investment Management, LLC | 1717479 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 87449 | 4800 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Redwood Investment Management, LLC | 1717479 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 92654 | 5088 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 5315 | 291847 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Redwood Investment Management, LLC | 1717479 | Tue Dec 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 102452 | 5414 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Sep 30 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 259215 | 11027 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Dec 31 2021 00:00:00 GMT+0000 (Coordinated Universal Time) | 592130 | 13950583 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.