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H&R Block (HRB) Institutional Ownership

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$55.44 -0.05 (-0.09%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$55.52 +0.08 (+0.14%)
As of 07/18/2025 06:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
348
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
224
Total
Institutional Outflows
(last 12 months)
$1.29B
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Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025Robeco Institutional Asset Management B.V.4,242$233K0.0%-98.6%0.003%
7/18/2025PFG Investments LLC4,039$222K0.0%-4.3%0.003%
7/18/2025Truist Financial Corp813,898$44.68M0.1%+6.1%0.608%
7/17/2025 Trivium Point Advisory LLC8,419$462K0.1%-3.8%0.006%
7/17/2025 Tealwood Asset Management Inc.46,001$2.53M1.1%-2.9%0.034%
7/17/2025 Janney Montgomery Scott LLC67,738$3.72M0.0%+1.3%0.051%
7/17/2025 Sound Income Strategies LLC5,549$305K0.0%-96.1%0.004%
7/16/2025 Signaturefd LLC651$36K0.0%+40.0%0.000%
7/16/2025 Kendall Capital Management62,420$3.43M0.9%+14.0%0.047%
7/16/2025 State of Alaska Department of Revenue57,968$3.18M0.0%-1.2%0.043%
7/16/2025 Ruffer LLP125,597$6.89M0.3%+27.4%0.094%
7/15/2025 Affinity Wealth Management LLC12,649$694K0.1%+2.5%0.009%
7/15/2025 Public Employees Retirement System of Ohio45,885$2.52M0.0%-2.3%0.034%
7/14/2025 GAMMA Investing LLC2,160$119K0.0%+43.2%0.002%
7/11/2025 Abacus FCF Advisors LLC75,326$4.14M0.6%+1.7%0.056%
7/11/2025 Farther Finance Advisors LLC16,288$894K0.0%-1.5%0.012%
7/11/2025 Wedge Capital Management L L P NC737,997$40.51M0.7%-5.7%0.551%
7/11/2025 UMB Bank n.a.4,954$272K0.0%-9.6%0.004%
7/11/2025 Financiere des Professionnels Fonds d investissement inc.2,955$162K0.0%N/A0.002%
7/11/2025 Miller Howard Investments Inc. NY561,218$30.81M1.0%+1.3%0.419%
7/11/2025 Diversified Trust Co5,582$306K0.0%N/A0.004%
7/10/2025 CWC Advisors LLC.10,610$582K0.3%+2.4%0.008%
7/10/2025 Wealth Enhancement Advisory Services LLC29,354$1.65M0.0%+84.0%0.022%
7/10/2025 Swedbank AB346,150$19M0.0%+21.3%0.259%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.2,955$162K0.0%N/A0.002%
7/9/2025 Harbor Capital Advisors Inc.1,409$77K0.0%+133.3%0.001%
7/8/2025 Gallacher Capital Management LLC8,502$467K0.2%+74.5%0.006%
6/18/2025Voya Investment Management LLC309,390$16.99M0.0%-8.4%0.231%
5/21/2025Geneos Wealth Management Inc.1,706$94K0.0%+20.7%0.001%
5/20/2025Intech Investment Management LLC112,109$6.16M0.1%-38.2%0.084%
5/20/2025Focus Partners Wealth19,180$1.05M0.0%-17.2%0.014%
5/19/2025SageView Advisory Group LLC7,251$398K0.0%-2.6%0.005%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC876,380$48.12M0.0%+6.6%0.655%
5/16/2025Empowered Funds LLC227,934$12.52M0.2%+13.7%0.170%
5/16/2025Ascent Group LLC16,901$928K0.0%+5.8%0.013%
5/16/2025United Services Automobile Association9,266$501K0.0%N/A0.007%
5/16/2025Caxton Associates LLP37,972$2.09M0.1%N/A0.028%
5/16/2025CTC Alternative Strategies Ltd.8,460$465K0.6%N/A0.006%
5/16/2025Goldman Sachs Group Inc.848,532$46.59M0.0%+15.2%0.634%
5/16/2025Jones Financial Companies Lllp11,423$627K0.0%+3.6%0.009%
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5/16/2025Teza Capital Management LLC4,143$227K0.1%-55.0%0.003%
5/16/2025New Vernon Capital Holdings II LLC621,252$34.11M0.2%+5,391.0%0.464%
5/16/2025NewEdge Advisors LLC34,470$1.89M0.0%-5.8%0.026%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,191$119K0.0%+85.4%0.002%
5/16/2025Hancock Whitney Corp12,954$711K0.0%+8.5%0.010%
5/16/2025Clark Capital Management Group Inc.744,117$40.86M0.3%-2.6%0.556%
5/16/2025AQR Capital Management LLC1,789,040$97.36M0.1%-20.5%1.336%
5/16/2025Amundi86,799$4.94M0.0%-0.5%0.065%
5/15/2025Maverick Capital Ltd.37,265$2.05M0.0%N/A0.028%
5/15/2025Royal Bank of Canada1,244,858$68.36M0.0%+0.9%0.930%
5/15/2025Quarry LP2,290$126K0.0%-38.1%0.002%
5/15/2025Trexquant Investment LP126,891$6.97M0.1%N/A0.095%
5/15/2025Landscape Capital Management L.L.C.118,395$6.50M0.6%N/A0.088%
5/15/2025OMERS ADMINISTRATION Corp32,036$1.76M0.0%+20.4%0.024%
5/15/2025BNP Paribas Financial Markets623,998$34.26M0.0%+2.5%0.466%
5/14/2025Redwood Investment Management LLC92,654$5.09M0.6%-9.6%0.069%
5/14/2025FORA Capital LLC19,568$1.07M0.1%-3.7%0.015%
5/14/2025Corebridge Financial Inc.148,150$8.14M0.0%-4.7%0.111%
5/14/2025Comerica Bank104,048$5.71M0.0%-5.9%0.078%
5/14/2025MetLife Investment Management LLC75,526$4.15M0.0%-3.8%0.056%
5/14/2025Campbell & CO Investment Adviser LLC22,913$1.26M0.1%-50.8%0.017%
5/14/2025Jump Financial LLC7,584$416K0.0%N/A0.006%
5/14/2025SVB Wealth LLC475$26K0.0%N/A0.000%
5/14/2025AlphaQuest LLC5,864$322K0.0%-48.5%0.004%
5/14/2025Cunning Capital Partners LP37,360$2.05M1.3%-0.6%0.028%
5/14/2025Kestra Advisory Services LLC27,561$1.51M0.0%+7.4%0.021%
5/14/2025Compound Planning Inc.3,860$212K0.0%N/A0.003%
5/14/2025Price T Rowe Associates Inc. MD976,797$53.64M0.0%+1.0%0.730%
5/14/2025Martingale Asset Management L P28,623$1.57M0.0%-2.1%0.021%
5/14/2025Dorsey & Whitney Trust CO LLC8,686$477K0.0%+5.6%0.006%
5/14/2025Hsbc Holdings PLC65,459$3.55M0.0%+184.8%0.049%
5/14/2025Fuller & Thaler Asset Management Inc.4,626,167$254.02M1.0%-1.6%3.455%
5/14/2025Quantbot Technologies LP20,320$1.12M0.0%N/A0.015%
5/14/2025Wellington Management Group LLP2,141,988$117.62M0.0%+5.9%1.600%
5/13/2025Northern Trust Corp2,608,496$143.23M0.0%+11.2%1.948%
5/13/2025Brooklyn Investment Group513$28K0.0%+72.1%0.000%
5/13/2025Corient IA LLC4,000$220K0.2%N/A0.003%
5/13/2025Round Hill Asset Management56,205$3.09M2.2%-4.9%0.042%
5/13/2025Raymond James Financial Inc.201,432$11.06M0.0%-0.8%0.150%
5/13/2025Cresset Asset Management LLC8,522$471K0.0%-11.1%0.006%
5/13/2025State of New Jersey Common Pension Fund D44,945$2.47M0.0%-11.7%0.034%
5/13/2025American Century Companies Inc.49,408$2.71M0.0%-52.2%0.037%
5/13/2025Ethic Inc.18,249$1.03M0.0%+30.4%0.014%
5/13/2025Brandywine Global Investment Management LLC82,224$4.52M0.0%-4.2%0.061%
5/13/2025Liontrust Investment Partners LLP320,767$17.61M0.3%+9.5%0.240%
5/13/2025Dimensional Fund Advisors LP2,282,452$125.32M0.0%-2.3%1.705%
5/13/2025 Trivium Point Advisory LLC8,752$481K0.1%-4.5%0.007%
5/13/2025Sei Investments Co.394,748$21.56M0.2%+6.2%0.295%
5/13/2025Boston Partners3,767,912$206.95M0.3%-16.3%2.814%
5/13/2025MSH Capital Advisors LLC17,767$976K0.3%+1.3%0.013%
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5/13/2025LGT Group Foundation39,321$2.16M0.0%+59.8%0.029%
5/13/2025Russell Investments Group Ltd.25,922$1.42M0.0%+89.6%0.019%
5/13/2025HighTower Advisors LLC17,041$936K0.0%-11.2%0.013%
5/13/2025 Taylor Hoffman Capital Management LLC4,972$280K0.1%N/A0.004%
5/12/2025CCM Investment Group LLC15,614$845K0.1%N/A0.012%
5/12/2025Aigen Investment Management LP15,625$858K0.1%N/A0.012%
5/12/2025Entropy Technologies LP23,991$1.32M0.1%N/A0.018%
5/12/2025Invesco Ltd.419,003$23.01M0.0%-73.4%0.313%
5/12/2025Covestor Ltd1,356$75K0.1%+21.8%0.001%
5/12/2025Measured Wealth Private Client Group LLC25,277$1.39M0.4%+12.9%0.019%
(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, 541 institutional investors and hedge funds held shares of H&R Block. The most heavily invested institutionals were Vanguard Group Inc. ($778.02M), FMR LLC ($761.37M), BlackRock Inc. ($592.41M), State Street Corp ($287.09M), Fuller & Thaler Asset Management Inc. ($254.02M), Boston Partners ($206.95M), and Northern Trust Corp ($143.23M).Learn more on H&R Block's institutional investors.

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

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

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

Of the 462 institutional investors that purchased H&R Block's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($2.79M), Lazard Asset Management LLC ($2.77M), Boston Partners ($2.42M), Fuller & Thaler Asset Management Inc. ($1.98M), Pacer Advisors Inc. ($1.43M), Wedge Capital Management L L P NC ($839.81K), and BNP Paribas Financial Markets ($774.74K).

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

Institutional investors have bought a total of 19,796,293 shares in the last 24 months. This purchase volume represents approximately $1.09B in transactions.

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

Of the 223 institutional investors that sold H&R Block's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($6.52M), Charles Schwab Investment Management Inc. ($3.53M), Pacer Advisors Inc. ($2.18M), Wellington Management Group LLP ($1.34M), Invesco Ltd. ($1.16M), Squarepoint Ops LLC ($800.26K), and Boston Partners ($732.64K).

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

Institutional investors have sold a total of 22,990,957 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


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This page (NYSE:HRB) was last updated on 7/19/2025 by MarketBeat.com Staff
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