Who Owns H & R Block Inc
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in H & R Block Inc.
Who crossed 5% of HRB →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Sound Income Strategies, LLCCOM262K shadded | $11.7M |
| Farther Finance Advisors, LLCStock24.1K shadded | $982.7K |
| ROCKLAND TRUST COCOM16.9K shadded | $691.1K |
| Applied Capital LLC/FLCOM10.7K sh— | $437.6K |
| Wedmont Private CapitalCOM6K shadded | $269.1K |
| GAMMA Investing LLCCommon Stock4.8K shadded | $194.6K |
| ARMSTRONG ADVISORY GROUP, INCCOM2.6K shheld | $104.8K |
| ELEVATION WEALTH PARTNERS, LLCCOM1.2K shadded | $48.9K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock834 shtrimmed | $34.1K |
| ATWOOD & PALMER INCCOM570 shheld | $23.3K |
| EASTERN BANKCOM400 shheld | $16.3K |
| Grove Bank & TrustCOM113 shheld | $4.6K |
| CoreCap Advisors, LLCStock82 shadded | $3.4K |
| TOTH FINANCIAL ADVISORY CORPCOM36 sh— | $1.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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