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H&R Block (HRB) Institutional Ownership

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$60.73 +0.13 (+0.21%)
As of 10:08 AM Eastern
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Institutional Ownership Changes (13F Filings) for H&R Block (NYSE:HRB)

Current
Institutional Ownership
Percentage
90.14%
Number of
Institutional Buyers
(last 12 months)
324
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$835.57M
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HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/28/2025D.A. Davidson & CO.4,295$236K0.0%-59.7%0.003%
4/28/2025Principal Financial Group Inc.308,659$16.95M0.0%-2.1%0.231%
4/28/2025Oregon Public Employees Retirement Fund27,224$1.50M0.0%-2.5%0.020%
4/28/2025Teacher Retirement System of Texas38,903$2.14M0.0%-69.0%0.029%
4/28/2025Miller Howard Investments Inc. NY554,160$30.43M1.0%N/A0.414%
4/25/2025 Kendall Capital Management54,750$3.01M0.9%+4.2%0.041%
4/25/2025 New York State Teachers Retirement System152,644$8.38M0.0%-7.8%0.114%
4/25/2025 Amalgamated Bank61,825$3.40M0.0%-5.9%0.046%
4/25/2025 Convergence Financial LLC4,480$246K0.0%N/A0.003%
4/24/2025 CWC Advisors LLC.10,359$569K0.3%+31.9%0.008%
4/24/2025 Allspring Global Investments Holdings LLC100,601$5.67M0.0%+98.1%0.075%
4/24/2025 Kessler Investment Group LLC17,245$947K0.5%-5.9%0.013%
4/24/2025 Mirae Asset Global Investments Co. Ltd.1,013$55K0.0%-99.0%0.001%
4/24/2025 Illinois Municipal Retirement Fund55,248$3.03M0.0%+32.2%0.041%
4/23/2025 Robeco Institutional Asset Management B.V.293,294$16.11M0.0%-38.0%0.219%
4/23/2025 Sequoia Financial Advisors LLC24,554$1.35M0.0%N/A0.018%
4/23/2025 Bessemer Group Inc.2,228$122K0.0%-14.5%0.002%
4/23/2025 MOKAN Wealth Management Inc.6,158$338K0.2%-12.1%0.005%
4/23/2025 Lecap Asset Management Ltd.23,179$1.27M0.3%+510.6%0.017%
4/23/2025 Moran Wealth Management LLC310,397$17.04M0.6%-0.8%0.232%
4/23/2025 Asset Management One Co. Ltd.23,987$1.32M0.0%N/A0.018%
4/22/2025 Cambridge Investment Research Advisors Inc.16,328$897K0.0%+7.2%0.012%
4/21/2025 Retirement Systems of Alabama380,298$20.88M0.1%-1.0%0.284%
4/21/2025 Blue Trust Inc.8,013$440K0.0%+18.0%0.006%
4/21/2025 Envestnet Portfolio Solutions Inc.7,154$393K0.0%-24.6%0.005%
4/21/2025 Boston Trust Walden Corp735,757$40.40M0.3%+52.2%0.550%
4/21/2025 CWA Asset Management Group LLC22,426$1.23M0.1%+32.8%0.017%
4/17/2025 QRG Capital Management Inc.21,869$1.20M0.0%-4.5%0.016%
4/17/2025 Sound Income Strategies LLC143,325$7.87M0.5%-22.3%0.107%
4/17/2025 Ritholtz Wealth Management32,605$1.79M0.1%+1.3%0.024%
4/16/2025 Wealth Enhancement Advisory Services LLC15,950$876K0.0%-25.3%0.012%
4/16/2025 Salem Investment Counselors Inc.1,458$81K0.0%-33.7%0.001%
4/15/2025 Fifth Third Bancorp10,864$597K0.0%+3.9%0.008%
4/15/2025 SG Americas Securities LLC14,514$797K0.0%+140.6%0.011%
4/15/2025 Abacus FCF Advisors LLC74,038$4.07M0.6%+14.8%0.055%
4/15/2025 Ibex Wealth Advisors194,888$10.70M1.4%+0.7%0.146%
4/15/2025 GAMMA Investing LLC1,508$83K0.0%+129.2%0.001%
4/14/2025 Yousif Capital Management LLC46,127$2.53M0.0%-7.4%0.034%
4/14/2025 Farther Finance Advisors LLC16,543$932K0.0%+25.8%0.012%
4/14/2025 First Citizens Bank & Trust Co.10,862$596K0.0%+2.9%0.008%
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4/14/2025 Wedge Capital Management L L P NC782,948$42.99M0.8%-11.5%0.585%
4/14/2025 Park Avenue Securities LLC21,985$1.21M0.0%+29.3%0.016%
4/14/2025 Patriot Financial Group Insurance Agency LLC12,500$686K0.1%+22.9%0.009%
4/14/2025 Wedmont Private Capital9,116$539K0.0%-5.1%0.007%
4/14/2025 UMB Bank n.a.5,480$301K0.0%+16.9%0.004%
4/11/2025 Next Level Private LLC3,806$209K0.1%N/A0.003%
4/11/2025 Affinity Wealth Management LLC12,337$677K0.1%+19.3%0.009%
4/11/2025 Vest Financial LLC27,882$1.53M0.0%N/A0.021%
4/10/2025 Chesley Taft & Associates LLC9,658$530K0.0%+3.4%0.007%
4/10/2025 Hennion & Walsh Asset Management Inc.34,156$1.88M0.1%-49.2%0.026%
4/9/2025 NBC Securities Inc.16,204$889K0.1%+107,926.7%0.012%
4/8/2025 Rhumbline Advisers406,117$22.30M0.0%-1.0%0.303%
4/7/2025 GAMMA Investing LLC82,804$4.55M0.0%+12,484.2%0.062%
3/18/2025California State Teachers Retirement System130,544$6.90M0.0%-1.6%0.098%
3/17/2025 Wealth Enhancement Advisory Services LLC21,338$1.13M0.0%-16.8%0.016%
2/27/2025Jefferies Financial Group Inc.4,758$251K0.0%N/A0.004%
2/20/2025Mackenzie Financial Corp58,553$3.09M0.0%-4.5%0.044%
2/19/2025Auxier Asset Management46,697$2.47M0.4%-5.7%0.035%
2/19/2025Invst LLC18,187$961K0.1%+1.5%0.014%
2/19/2025Public Employees Retirement System of Ohio50,889$2.69M0.0%N/A0.038%
2/18/2025CSS LLC IL27,138$1.43M0.1%+118.0%0.020%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC822,378$43.45M0.0%+17.8%0.600%
2/17/2025Vident Advisory LLC20,094$1.06M0.0%+280.9%0.015%
2/17/2025Sovereign s Capital Management LLC15,926$842K0.5%N/A0.012%
2/17/2025Two Sigma Investments LP36,452$1.93M0.0%-8.7%0.027%
2/17/2025Tidal Investments LLC12,611$666K0.0%-35.3%0.009%
2/17/2025Teza Capital Management LLC9,208$487K0.1%-78.5%0.007%
2/17/2025Sherbrooke Park Advisers LLC17,656$933K0.3%N/A0.013%
2/17/2025Royal Bank of Canada1,234,187$65.22M0.0%+0.2%0.901%
2/17/2025Raiffeisen Bank International AG5,114$267K0.0%N/A0.004%
2/17/2025Redwood Investment Management LLC102,452$5.41M0.5%+34.2%0.075%
2/17/2025ProShare Advisors LLC6,412$339K0.0%+5.4%0.005%
2/17/2025Quantinno Capital Management LP44,845$2.37M0.0%-23.6%0.033%
2/17/2025Man Group plc72,619$3.84M0.0%+140.0%0.053%
2/17/2025Nomura Holdings Inc.18,184$961K0.0%N/A0.013%
2/17/2025Nuveen Asset Management LLC649,361$34.31M0.0%-17.5%0.474%
2/17/2025Occudo Quantitative Strategies LP15,659$827K0.1%N/A0.011%
2/17/2025OMERS ADMINISTRATION Corp26,600$1.41M0.0%N/A0.019%
2/17/2025NDVR Inc.4,873$257K0.2%+7.9%0.004%
2/17/2025Millennium Management LLC131,151$6.93M0.0%-54.9%0.096%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,182$62K0.0%-20.6%0.001%
2/17/2025Lazard Asset Management LLC2,585,026$136.59M0.2%+36.8%1.886%
2/17/2025Janus Henderson Group PLC64,840$3.43M0.0%+3.2%0.047%
2/17/2025Jefferies Financial Group Inc.4,758$251K0.0%N/A0.003%
2/17/2025Focus Partners Wealth23,175$1.25M0.0%+227.9%0.017%
2/17/2025Ensign Peak Advisors Inc52,299$2.76M0.0%-36.4%0.038%
2/17/2025Ethic Inc.13,996$740K0.0%+26.5%0.010%
2/17/2025FORA Capital LLC20,327$1.07M0.1%N/A0.015%
2/17/2025Clark Capital Management Group Inc.764,320$40.39M0.3%+0.7%0.558%
2/17/2025Deutsche Bank AG44,395$2.35M0.0%+2.6%0.032%
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2/17/2025EP Wealth Advisors LLC4,525$239K0.0%+6.6%0.003%
2/17/2025Cresset Asset Management LLC9,584$509K0.0%-63.6%0.007%
2/17/2025Crestline Management LP26,920$1.42M0.0%N/A0.020%
2/17/2025Cetera Investment Advisers37,598$1.99M0.0%+13.0%0.027%
2/17/2025Centiva Capital LP15,581$823K0.0%-53.2%0.011%
2/17/2025BOKF NA12,831$688K0.0%+2,100.9%0.009%
2/17/2025Cahill Financial Advisors Inc.4,355$230K0.0%N/A0.003%
2/17/2025Captrust Financial Advisors7,707$407K0.0%-31.0%0.006%
2/17/2025Caxton Associates LP10,253$542K0.0%-62.2%0.007%
2/17/2025BW Gestao de Investimentos Ltda.20,100$1.06M0.0%N/A0.015%
(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, 534 institutional investors and hedge funds held shares of H&R Block. The most heavily invested institutionals were FMR LLC ($761.37M), Vanguard Group Inc. ($753.14M), BlackRock Inc. ($592.41M), State Street Corp ($287.09M), Charles Schwab Investment Management Inc. ($275.80M), Fuller & Thaler Asset Management Inc. ($248.45M), and Boston Partners ($237.81M).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 451 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: Boston Partners ($5.91M), FMR LLC ($3.68M), Norges Bank ($2.79M), Lazard Asset Management LLC ($2.77M), Pacer Advisors Inc. ($2.36M), Fuller & Thaler Asset Management Inc. ($1.98M), and Wedge Capital Management L L P NC ($839.81K).

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

Institutional investors have bought a total of 41,221,380 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

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

Of the 262 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: FMR LLC ($7.44M), Wellington Management Group LLP ($1.95M), Schroder Investment Management Group ($1.55M), Los Angeles Capital Management LLC ($1.36M), Robeco Institutional Asset Management B.V. ($1.29M), Vanguard Group Inc. ($1.17M), and Boston Partners ($975.26K).

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

Institutional investors have sold a total of 29,592,210 shares in the last 24 months. This volume of shares sold represents approximately $1.40B in transactions.


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This page (NYSE:HRB) was last updated on 4/29/2025 by MarketBeat.com Staff
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