H&R Block, Inc. — Institutional Ownership
Which tracked institutions hold HRB, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
5
Funds holding
$70788201
Total value held
Buying
3 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | $56220362 | 1476375 | -40510 | -2.67% |
| 2 | Ameriprise Financial Inc | $14036356 | 368323 | +368323 | NEW BUY |
| 3 | Park National Corp /Oh/ | $258944 | 6800 | -198 | -2.83% |
| 4 | Allstate Corp | $258944 | 6800 | +6800 | NEW BUY |
| 5 | Zions Bancorporation, National Association /Ut/ | $13595 | 357 | +357 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.