17 institutions reported holding $7.9M of BLOCK H & R INC (HRB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($4.5M), Hennion & Walsh Asset Management, Inc. ($939,357), Chesley Taft & Associates LLC ($738,067), ROCKLAND TRUST CO ($642,257), Affinity Capital Advisors, LLC ($474,327). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $4.5M | 116,980 | New |
| 2 | Hennion & Walsh Asset Management, Inc. | $939,357 | 24,668 | Trimmed |
| 3 | Chesley Taft & Associates LLC | $738,067 | 19,382 | Trimmed |
| 4 | ROCKLAND TRUST CO | $642,257 | 16,866 | Hold |
| 5 | Affinity Capital Advisors, LLC | $474,327 | 12,094 | Added |
| 6 | CX Institutional | $378,000 | 9,938 | Added |
| 7 | GAMMA Investing LLC | $88,155 | 2,315 | Added |
| 8 | Versant Capital Management, Inc | $79,321 | 2,083 | Trimmed |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $39,604 | 1,040 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $34,082 | 895 | Added |
| 11 | ATWOOD & PALMER INC | $21,706 | 570 | Hold |
| 12 | EASTERN BANK | $15,232 | 400 | Hold |
| 13 | Dogwood Wealth Management LLC | $6,854 | 180 | Added |
| 14 | Cedar Mountain Advisors, LLC | $4,608 | 121 | Hold |
| 15 | Grove Bank & Trust | $4,303 | 113 | Hold |
| 16 | Strategic Investment Solutions, Inc. /IL | $1,980 | 52 | Hold |
| 17 | CoreCap Advisors, LLC | $1,371 | 36 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30