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H&R Block (HRB) Institutional Ownership

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$54.76 +0.10 (+0.18%)
Closing price 03:59 PM Eastern
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$54.75 -0.01 (-0.02%)
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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)
322
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$805.87M
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HRB Institutional Buying and Selling by Quarter

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H&R Block Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/8/2025Rhumbline 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%
3/17/2025Wealth 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%
2/17/2025EP Wealth Advisors LLC4,525$239K0.0%+6.6%0.003%
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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%
2/17/2025Balyasny Asset Management L.P.4,951$262K0.0%-29.5%0.004%
2/17/2025Baird Financial Group Inc.17,099$904K0.0%+9.5%0.012%
2/17/2025Bayesian Capital Management LP14,427$762K0.1%-32.4%0.011%
2/17/2025Bank of America Corp DE914,884$48.34M0.0%+88.3%0.668%
2/17/2025BNP Paribas Financial Markets608,738$32.17M0.0%+18.2%0.444%
2/17/2025Ameriprise Financial Inc.331,502$17.53M0.0%+47.5%0.242%
2/17/2025AXA S.A.33,815$1.79M0.0%+97.8%0.025%
2/14/2025Mercer Global Advisors Inc. ADV33,479$1.77M0.0%N/A0.024%
2/14/2025Caisse DE Depot ET Placement DU Quebec52,170$2.76M0.0%-36.8%0.038%
2/14/2025Comerica Bank110,603$5.84M0.0%+1.7%0.081%
2/14/2025Kapitalo Investimentos Ltda1,614$85K0.1%N/A0.001%
2/14/2025Schonfeld Strategic Advisors LLC8,312$439K0.0%+5.2%0.006%
2/14/2025AQR Capital Management LLC2,250,059$118.87M0.2%+5.6%1.642%
2/14/2025AdvisorShares Investments LLC7,600$402K0.1%N/A0.006%
2/14/2025Northern Trust Corp2,345,222$123.92M0.0%+8.9%1.711%
2/14/2025The Manufacturers Life Insurance Company 108,973$5.76M0.0%-3.4%0.080%
2/14/2025Public Employees Retirement Association of Colorado14,802$782K0.0%-2.9%0.011%
2/14/2025Quarry LP3,700$196K0.0%N/A0.003%
2/14/2025Boothbay Fund Management LLC10,098$534K0.0%N/A0.007%
2/14/2025Susquehanna Fundamental Investments LLC5,800$306K0.0%N/A0.004%
2/14/2025Coldstream Capital Management Inc.4,630$245K0.0%-5.1%0.003%
2/14/2025Nebula Research & Development LLC11,579$612K0.1%-47.3%0.008%
2/14/2025Hancock Whitney Corp11,944$631K0.0%-23.7%0.009%
2/14/2025Voya Investment Management LLC337,931$17.86M0.0%+2.2%0.247%
2/14/2025Fuller & Thaler Asset Management Inc.4,701,896$248.45M0.9%+12.5%3.431%
2/14/2025Pinebridge Investments L.P.44,130$2.33M0.0%+35.7%0.032%
2/14/2025Price T Rowe Associates Inc. MD967,369$51.12M0.0%-0.5%0.706%
2/14/2025Hsbc Holdings PLC22,981$1.21M0.0%+293.0%0.017%
2/14/2025Stifel Financial Corp61,897$3.27M0.0%-4.7%0.045%
2/14/2025State of Tennessee Department of Treasury55,436$2.93M0.0%-2.7%0.040%
2/14/2025Tower Research Capital LLC TRC 11,752$621K0.0%+280.0%0.009%
2/14/2025Teachers Retirement System of The State of Kentucky47,628$2.52M0.0%-4.3%0.035%
2/14/2025MetLife Investment Management LLC78,475$4.15M0.0%+7.0%0.059%
2/14/2025Natixis10,941$578K0.0%N/A0.008%
2/14/2025BI Asset Management Fondsmaeglerselskab A S65,155$3.44M0.0%N/A0.049%
2/14/2025Dimensional Fund Advisors LP2,335,353$123.40M0.0%+1.3%1.745%
2/14/2025First Trust Advisors LP389,955$20.61M0.0%-9.1%0.291%
2/14/2025GeoWealth Management LLC1,612$85K0.0%+87.0%0.001%
2/13/2025CANADA LIFE ASSURANCE Co123,685$6.54M0.0%-34.0%0.090%
2/13/2025MSH Capital Advisors LLC17,537$927K0.3%N/A0.013%
2/13/2025Zacks Investment Management38,774$2.05M0.0%+17.8%0.028%
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2/13/2025NewEdge Advisors LLC36,585$1.93M0.0%+8.6%0.027%
2/13/2025Bridgewater Associates LP440,476$23.28M0.1%+42.2%0.321%
2/13/2025Ontario Teachers Pension Plan Board24,457$1.29M0.0%+75.1%0.018%
2/13/2025Guggenheim Capital LLC11,172$590K0.0%-48.5%0.008%
2/13/2025Mariner LLC52,170$2.76M0.0%+10.7%0.038%
2/13/2025Summit Investment Advisors Inc.27,450$1.45M1.3%-4.2%0.020%
2/13/2025Advisors Capital Management LLC8,261$437K0.0%N/A0.006%
2/13/2025TCM Advisors LLC10,600$560K0.1%-15.9%0.008%
2/13/2025Townsquare Capital LLC12,824$678K0.0%+18.1%0.009%
2/13/2025Rockefeller Capital Management L.P.52,489$2.77M0.0%-2.1%0.038%
(Data available from 1/1/2016 forward)

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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 452 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 40,474,454 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

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

Of the 261 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), Vanguard Group Inc. ($1.17M), Robeco Institutional Asset Management B.V. ($1.11M), and Boston Partners ($975.26K).

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

Institutional investors have sold a total of 29,487,897 shares in the last 24 months. This volume of shares sold represents approximately $1.39B in transactions.


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This page (NYSE:HRB) was last updated on 4/8/2025 by MarketBeat.com Staff
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