H&R Block (HRB) Institutional Ownership

$52.30
-0.71 (-1.34%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for H&R Block (NYSE:HRB)

Current
Institutional Ownership
Percentage
90.14%
Number of
Institutional Buyers
(last 12 months)
231
Total
Institutional Inflows
(last 12 months)
$581.17M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$535.07M
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HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank72,426$3.56M0.0%+13.7%0.052%
5/17/2024 Tidal Investments LLC16,217$796K0.0%-49.0%0.012%
5/16/2024 Redwood Investment Management LLC142,115$6.98M0.7%+13.6%0.102%
5/16/2024 California State Teachers Retirement System144,926$7.12M0.0%-6.8%0.104%
5/16/2024 Janus Henderson Group PLC94,270$4.63M0.0%+24.5%0.068%
5/16/2024 Caxton Associates LP10,380$510K0.0%N/A0.007%
5/15/2024 Ascent Group LLC18,451$906K0.1%+2.8%0.013%
5/15/2024 Public Employees Retirement System of Ohio61,662$3.03M0.0%-9.2%0.044%
5/15/2024 Public Employees Retirement Association of Colorado15,549$764K0.0%-11.8%0.011%
5/15/2024 Price T Rowe Associates Inc. MD580,227$28.50M0.0%+576.5%0.416%
5/15/2024 Lazard Asset Management LLC5,295,911$260.08M0.3%+11.8%3.796%
5/15/2024 Huber Capital Management LLC23,318$1.15M0.3%+14.8%0.017%
5/14/2024 Rodgers Brothers Inc.154,600$7.59M1.0%-2.0%0.111%
5/14/2024 Delap Wealth Advisory LLC6,398$314K0.1%N/A0.005%
5/14/2024 Shell Asset Management Co.6,863$337K0.0%-3.6%0.005%
5/14/2024 Burns Matteson Capital Management LLC8,395$412K0.2%-44.9%0.006%
5/14/2024 Boulder Hill Capital Management LP25,000$1.23M0.5%N/A0.018%
5/14/2024 CANADA LIFE ASSURANCE Co159,847$7.85M0.0%+5.4%0.115%
5/14/2024 Round Hill Asset Management63,299$3.11M1.9%-1.1%0.045%
5/14/2024 American International Group Inc.185,503$9.11M0.0%-5.0%0.133%
5/13/2024 Seven Eight Capital LP37,170$1.83M0.2%+438.9%0.027%
5/13/2024 O Shaughnessy Asset Management LLC97,522$4.79M0.1%+0.2%0.070%
5/13/2024 Ameritas Investment Partners Inc.30,767$1.51M0.1%-3.2%0.022%
5/11/2024 Covestor Ltd1,771$87K0.1%-10.6%0.001%
5/11/2024 Edgestream Partners L.P.64,129$3.15M0.2%N/A0.046%
5/10/2024 Ontario Teachers Pension Plan Board32,549$1.60M0.0%-50.1%0.023%
5/10/2024 Vanguard Group Inc.14,241,716$699.41M0.0%-2.7%10.208%
5/10/2024 Intech Investment Management LLC27,053$1.33M0.0%+3.0%0.019%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp68,093$3.28M0.0%+6.1%0.049%
5/9/2024 Kingsview Wealth Management LLC6,507$320K0.0%-4.6%0.005%
5/9/2024 SageView Advisory Group LLC9,966$489K0.0%+7.6%0.007%
5/9/2024 Tradewinds LLC.8,581$421K0.4%N/A0.006%
5/9/2024 State Board of Administration of Florida Retirement System192,763$9.47M0.0%+4.4%0.138%
5/9/2024 Eagle Bay Advisors LLC5,035$249K0.2%+5.5%0.004%
5/8/2024 Bleakley Financial Group LLC5,835$287K0.0%-17.7%0.004%
5/8/2024 ProShare Advisors LLC6,806$334K0.0%-10.1%0.005%
5/8/2024 US Bancorp DE20,864$1.03M0.0%-1.3%0.015%
5/8/2024 Russell Investments Group Ltd.49,650$2.44M0.0%+42.3%0.036%
5/8/2024 Qsemble Capital Management LP6,823$335K0.1%N/A0.005%
5/8/2024 QRG Capital Management Inc.31,367$1.54M0.0%-10.9%0.022%
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5/7/2024 Sei Investments Co.307,014$15.08M0.0%+49.6%0.220%
5/7/2024 Tectonic Advisors LLC97,097$4.77M0.4%+3.1%0.070%
5/7/2024 Swiss National Bank284,300$13.96M0.0%-1.3%0.204%
5/7/2024 Empowered Funds LLC7,435$365K0.0%-69.3%0.005%
5/6/2024 LSV Asset Management1,616,361$79.38M0.2%-3.8%1.159%
5/6/2024 Gallacher Capital Management LLC18,879$927K0.5%+112.3%0.014%
5/6/2024 Texas Permanent School Fund Corp122,107$6.00M0.0%-1.8%0.088%
5/4/2024 Csenge Advisory Group6,173$303K0.0%+38.3%0.004%
5/4/2024 Richardson Financial Services Inc.1,501$74K0.1%+98.5%0.001%
5/3/2024 GSA Capital Partners LLP22,524$1.11M0.1%+124.3%0.016%
5/2/2024 Financial Counselors Inc.194,170$9.54M0.2%-1.0%0.139%
5/2/2024 Mutual of America Capital Management LLC83,135$4.08M0.0%-6.7%0.060%
5/2/2024 Daiwa Securities Group Inc.6,000$295K0.0%+500.0%0.004%
5/2/2024 Nordea Investment Management AB95,037$4.67M0.0%-4.6%0.068%
5/2/2024 Choreo LLC8,600$422K0.0%+8.3%0.006%
5/1/2024 BNP Paribas Financial Markets817,621$40.15M0.0%+4.5%0.586%
5/1/2024 Mirae Asset Global Investments Co. Ltd.58,810$2.81M0.0%+152.9%0.042%
5/1/2024 Private Advisor Group LLC7,406$364K0.0%-18.4%0.005%
4/30/2024 Retirement Systems of Alabama358,826$17.62M0.1%-1.4%0.257%
4/30/2024 Norden Group LLC9,856$484K0.0%N/A0.007%
4/29/2024 Principal Financial Group Inc.527,375$25.90M0.0%-1.0%0.378%
4/26/2024 Securian Asset Management Inc.11,473$563K0.0%-5.5%0.008%
4/26/2024 Yousif Capital Management LLC65,691$3.23M0.0%-4.9%0.047%
4/25/2024 New York State Teachers Retirement System184,002$9.04M0.0%-6.9%0.132%
4/25/2024 Human Investing LLC44,551$2.19M0.4%-1.1%0.032%
4/24/2024 Verity & Verity LLC49,712$2.44M0.6%N/A0.036%
4/24/2024 Newbridge Financial Services Group Inc.1,005$49K0.0%N/A0.001%
4/24/2024 Simplicity Wealth LLC5,829$286K0.0%N/A0.004%
4/23/2024 Global Retirement Partners LLC2,444$120K0.0%+29.9%0.002%
4/23/2024 WASHINGTON TRUST Co5,100$250K0.0%-4.0%0.004%
4/23/2024 Amalgamated Bank99,462$4.89M0.0%-5.2%0.071%
4/23/2024 Paradiem LLC163,878$8.05M2.0%+3.3%0.117%
4/22/2024 PFG Investments LLC4,604$226K0.0%N/A0.003%
4/22/2024 Raymond James & Associates150,284$7.38M0.0%+11.5%0.108%
4/19/2024 Norden Group LLC9,856$484K0.0%N/A0.007%
4/19/2024 State of Alaska Department of Revenue45,138$2.22M0.0%+190.4%0.032%
4/19/2024 Monument Capital Management50,593$2.49M0.7%+6.5%0.036%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.7,167$352K0.0%-27.4%0.005%
4/19/2024 Handelsinvest Investeringsforvaltning3,055$150K0.1%-34.2%0.002%
4/18/2024 Measured Wealth Private Client Group LLC19,395$952K0.3%+12.1%0.014%
4/18/2024 State of Michigan Retirement System34,268$1.68M0.0%-0.9%0.025%
4/18/2024 Allspring Global Investments Holdings LLC26,849$1.32M0.0%+14.6%0.019%
4/17/2024 Hennion & Walsh Asset Management Inc.88,023$4.32M0.2%-5.0%0.063%
4/16/2024 Chesley Taft & Associates LLC9,622$473K0.0%N/A0.007%
4/15/2024 Sound Income Strategies LLC272,595$13.39M1.0%-5.4%0.195%
4/12/2024 Global Assets Advisory LLC17,793$874K0.0%N/A0.013%
4/12/2024 Range Financial Group LLC15,120$743K0.4%-1.6%0.011%
4/12/2024 FCF Advisors LLC32,235$1.58M0.4%+40.0%0.023%
4/11/2024 Tealwood Asset Management Inc.47,603$2.34M1.1%N/A0.034%
4/10/2024 Park Avenue Securities LLC14,937$734K0.0%+32.6%0.011%
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4/10/2024 Wedmont Private Capital8,290$388K0.0%-33.0%0.006%
4/9/2024 Alaska Permanent Fund Corp62,089$3.05M0.0%-11.7%0.045%
4/9/2024 Mather Group LLC.575$28K0.0%N/A0.000%
4/5/2024 Los Angeles Capital Management LLC169,020$8.30M0.0%-51.3%0.121%
4/5/2024 CWM LLC4,402$216K0.0%-19.5%0.003%
3/29/2024 Kapitalo Investimentos Ltda13,612$658K0.1%N/A0.010%
3/22/2024 PNC Financial Services Group Inc.20,103$972K0.0%+27.6%0.014%
3/21/2024 Healthcare of Ontario Pension Plan Trust Fund58,000$2.81M0.0%N/A0.042%
3/11/2024 Vanguard Group Inc.14,641,461$708.21M0.0%-2.6%10.494%
3/6/2024 SageView Advisory Group LLC9,266$439K0.0%N/A0.007%
(Data available from 1/1/2016 forward)

HRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HRB shares?

During the previous two years, 460 institutional investors and hedge funds held shares of H&R Block. The most heavily invested institutionals were FMR LLC ($944.15M), Vanguard Group Inc. ($699.41M), BlackRock Inc. ($592.41M), Lazard Asset Management LLC ($260.08M), Charles Schwab Investment Management Inc. ($182.67M), Wellington Management Group LLP ($154.79M), and Boston Partners ($121.50M).Learn more on HRB's institutional investors.

What percentage of H&R Block stock is owned by institutional investors?

90.14% of H&R Block stock is owned by institutional investors. Learn more on HRB's institutional investor holdings.

Which institutional investors have been buying H&R Block stock?

Of the 380 institutional investors that purchased H&R Block stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($8.37M), Boston Partners ($3.49M), Lazard Asset Management LLC ($2.07M), Robeco Institutional Asset Management B.V. ($1.79M), Norges Bank ($1.71M), Los Angeles Capital Management LLC ($1.46M), and Fuller & Thaler Asset Management Inc. ($1.45M).

How much institutional buying is happening at H&R Block?

Institutional investors have bought a total of 46,327,823 shares in the last 24 months. This purchase volume represents approximately $1.78B in transactions.

Which H&R Block major shareholders have been selling company stock?

Of the 247 institutional investors that sold H&R Block stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jupiter Asset Management Ltd. ($8.65M), Lazard Asset Management LLC ($4.19M), Artisan Partners Limited Partnership ($1.60M), Schroder Investment Management Group ($1.54M), Los Angeles Capital Management LLC ($1.29M), Vanguard Group Inc. ($1.17M), and Royce & Associates LP ($1.09M).

How much institutional selling is happening at H&R Block?

Institutional investors have sold a total of 38,217,652 shares in the last 24 months. This volume of shares sold represents approximately $1.49B in transactions.


This page (NYSE:HRB) was last updated on 5/19/2024 by MarketBeat.com Staff

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