HRB — Block H & R Inc Institutional Holders · Q3 2026
Who owns Block H & R Inc (HRB)? 21 institutions reported holding $15.09M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($11.7M), Farther Finance Advisors, LLC ($982,716), Rockland Trust Co ($691,141).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $11.7M | 261,954 | Added |
| 2 | Farther Finance Advisors, LLC | $982,716 | 24,057 | Added |
| 3 | ROCKLAND TRUST CO | $691,141 | 16,919 | Added |
| 4 | CX Institutional | $438,000 | 10,724 | Added |
| 5 | Applied Capital LLC/FL | $437,585 | 10,712 | New |
| 6 | Wedmont Private Capital | $269,122 | 6,035 | Added |
| 7 | GAMMA Investing LLC | $194,569 | 4,763 | Added |
| 8 | Versant Capital Management, Inc | $158,457 | 3,879 | Added |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $104,822 | 2,566 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $48,898 | 1,197 | Added |
| 11 | MassMutual Private Wealth & Trust, FSB | $34,069 | 834 | Trimmed |
| 12 | ATWOOD & PALMER INC | $23,285 | 570 | Hold |
| 13 | EASTERN BANK | $16,340 | 400 | Hold |
| 14 | Grove Bank & Trust | $4,616 | 113 | Hold |
| 15 | CoreCap Advisors, LLC | $3,350 | 82 | Added |
| 16 | Polaris Financial Partners | $2,000 | 44 | New |
| 17 | TOTH FINANCIAL ADVISORY CORP | $1,471 | 36 | New |
| 18 | GoalVest Advisory LLC | $1,103 | 27 | New |
| 19 | Planning Strategies Inc. | $613 | 15 | Hold |
| 20 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
| 21 | PARK NATIONAL CORP /OH/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30