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H&R Block (HRB) Institutional Ownership

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$55.23 -0.22 (-0.40%)
As of 01/17/2025 03:59 PM 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)
242
Total
Institutional Inflows
(last 12 months)
$692.92M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$531.58M
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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
1/17/2025 Endeavor Private Wealth Inc.500$27K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC66,780$3.53M0.0%+1.0%0.049%
1/17/2025 SG Americas Securities LLC6,032$319K0.0%-75.4%0.004%
1/17/2025 Nisa Investment Advisors LLC72,482$3.86M0.0%-13.0%0.053%
1/16/2025 Crossmark Global Holdings Inc.107,075$5.66M0.1%+3.2%0.078%
1/16/2025 My Legacy Advisors LLC5,124$284K0.1%+7.5%0.004%
1/15/2025 Merit Financial Group LLC6,855$362K0.0%N/A0.005%
1/15/2025 Wedge Capital Management L L P NC884,714$46.75M0.8%+13.8%0.646%
1/15/2025 Ritholtz Wealth Management32,195$1.70M0.0%-7.6%0.023%
1/15/2025 Hennion & Walsh Asset Management Inc.67,192$3.55M0.2%-16.3%0.049%
1/14/2025 Burney Co.46,586$2.46M0.1%+1.9%0.034%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.838$44K0.0%+52.6%0.001%
1/14/2025 Park Avenue Securities LLC16,998$898K0.0%+7.2%0.012%
1/14/2025 Oak Thistle LLC30,527$1.61M0.5%N/A0.022%
1/14/2025 Mendota Financial Group LLC2,199$116K0.1%N/A0.002%
1/13/2025 Tealwood Asset Management Inc.47,215$2.50M1.0%+1.0%0.034%
1/13/2025 Pallas Capital Advisors LLC7,451$394K0.0%-35.4%0.005%
1/10/2025 Wealth Enhancement Advisory Services LLC25,972$1.37M0.0%+1.3%0.019%
1/8/2025 Park National Corp OH6,468$342K0.0%+12.0%0.005%
1/7/2025 Range Financial Group LLC14,645$774K0.4%+232.4%0.011%
1/7/2025 Diversified Trust Co10,571$559K0.0%N/A0.008%
1/6/2025 CWA Asset Management Group LLC16,887$892K0.0%+46.8%0.012%
1/6/2025 Nordea Investment Management AB118,616$6.26M0.0%+6.0%0.087%
1/3/2025 GAMMA Investing LLC658$35K0.0%+64.5%0.000%
12/26/2024JPMorgan Chase & Co.754,287$47.94M0.0%+3.5%0.550%
12/19/2024Principal Financial Group Inc.323,552$20.56M0.0%-30.4%0.236%
12/10/2024DGS Capital Management LLC4,251$270K0.1%+7.5%0.003%
12/6/2024Retirement Systems of Alabama326,807$20.77M0.1%-8.2%0.238%
11/27/2024Franklin Resources Inc.250,280$15.18M0.0%+29.7%0.183%
11/25/2024Tidal Investments LLC19,495$1.24M0.0%+70.1%0.014%
11/25/2024Optimist Retirement Group LLC43,082$2.74M1.2%-5.2%0.031%
11/25/2024Wilmington Savings Fund Society FSB2,661$169K0.0%N/A0.002%
11/25/2024World Investment Advisors LLC3,165$201K0.0%N/A0.002%
11/18/2024TD Private Client Wealth LLC6,076$386K0.0%+38.7%0.004%
11/18/2024Teachers Retirement System of The State of Kentucky49,778$3.16M0.0%-2.4%0.036%
11/18/2024Coldstream Capital Management Inc.4,878$309K0.0%+4.2%0.004%
11/16/2024Geode Capital Management LLC2,614,941$166.22M0.0%-2.2%1.908%
11/15/2024MML Investors Services LLC15,555$989K0.0%-7.0%0.011%
11/15/2024Orion Portfolio Solutions LLC5,599$356K0.0%+7.2%0.004%
11/15/2024Zacks Investment Management32,904$2.09M0.0%N/A0.024%
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11/15/2024National Bank of Canada FI5,843$371K0.0%-6.5%0.004%
11/15/2024EP Wealth Advisors LLC4,245$270K0.0%+5.5%0.003%
11/15/2024Wellington Management Group LLP2,335,711$148.43M0.0%-30.6%1.704%
11/15/2024State Street Corp4,491,366$287.09M0.0%-4.6%3.277%
11/15/2024Stifel Financial Corp64,969$4.13M0.0%+1.5%0.047%
11/15/2024SageView Advisory Group LLC7,353$467K0.0%-2.9%0.005%
11/15/2024Quantinno Capital Management LP58,709$3.73M0.0%+42.7%0.043%
11/15/2024Redwood Investment Management LLC76,350$4.86M0.4%-31.0%0.056%
11/15/2024Point72 DIFC Ltd11,617$738K0.0%N/A0.008%
11/15/2024Point72 Asset Management L.P.28,652$1.82M0.0%N/A0.021%
11/15/2024IHT Wealth Management LLC5,586$355K0.0%+5.4%0.004%
11/15/2024Jacobs Levy Equity Management Inc.87,532$5.56M0.0%+114.6%0.064%
11/15/2024Janus Henderson Group PLC62,859$4.00M0.0%+2.0%0.046%
11/15/2024HighTower Advisors LLC17,982$1.15M0.0%+18.5%0.013%
11/15/2024Hilltop Holdings Inc.6,177$393K0.0%N/A0.005%
11/15/2024Centiva Capital LP33,299$2.12M0.0%+147.4%0.024%
11/15/2024ClearAlpha Technologies LP4,713$300K0.1%-23.2%0.003%
11/15/2024Ascent Group LLC15,942$1.01M0.1%-10.8%0.012%
11/15/2024Paloma Partners Management Co3,212$204K0.0%N/A0.002%
11/15/2024Point72 Hong Kong Ltd95,425$6.06M0.4%N/A0.070%
11/15/2024True Wealth Design LLC735$47K0.0%-95.9%0.001%
11/14/2024Maverick Capital Ltd.18,051$1.15M0.0%N/A0.013%
11/14/2024Caisse DE Depot ET Placement DU Quebec82,600$5.25M0.0%N/A0.060%
11/14/2024Verition Fund Management LLC24,580$1.56M0.0%+170.4%0.018%
11/14/2024Captrust Financial Advisors11,169$710K0.0%+31.0%0.008%
11/14/2024Rockefeller Capital Management L.P.53,621$3.41M0.0%-45.3%0.039%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC698,101$44.36M0.0%+29.0%0.509%
11/14/2024Financial Counselors Inc.188,741$11.99M0.2%-1.6%0.138%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank36,721$2.33M0.0%-15.6%0.027%
11/14/2024True Vision MN LLC7,306$467K0.3%+17.2%0.005%
11/14/2024MetLife Investment Management LLC73,365$4.66M0.0%-1.8%0.054%
11/13/2024Bridgewater Associates LP309,664$19.68M0.1%+96.4%0.226%
11/13/2024Townsquare Capital LLC10,855$690K0.0%+15.0%0.008%
11/13/2024BNP Paribas Financial Markets514,972$32.73M0.0%-28.0%0.376%
11/13/2024FMR LLC18,932,445$1.20B0.1%-9.5%13.814%
11/13/2024The Manufacturers Life Insurance Company112,810$7.17M0.0%-3.6%0.082%
11/13/2024Qsemble Capital Management LP9,289$590K0.1%N/A0.007%
11/13/2024Hancock Whitney Corp15,662$995K0.0%N/A0.011%
11/13/2024Blue Whale Capital LLP511,482$32.51M2.5%-31.1%0.373%
11/13/2024Harvest Fund Management Co. Ltd8,614$547K0.0%+113.1%0.006%
11/13/2024Dynamic Technology Lab Private Ltd30,343$1.93M0.2%N/A0.022%
11/12/2024Round Hill Asset Management60,453$3.84M2.5%-2.9%0.044%
11/12/2024Swedbank AB285,382$18.14M0.0%+32.1%0.206%
11/12/2024Algert Global LLC72,110$4.58M0.1%+413.1%0.052%
11/12/2024Kingsview Wealth Management LLC5,667$360K0.0%+7.8%0.004%
11/12/2024Cerity Partners LLC132,663$8.43M0.0%+47.8%0.096%
11/12/2024Charles Schwab Investment Management Inc.4,936,829$313.74M0.1%+5.5%3.569%
11/12/2024Pacer Advisors Inc.2,258,297$143.52M0.3%-17.5%1.632%
11/9/2024Trustmark National Bank Trust Department3,201$203K0.0%N/A0.002%
11/9/2024Intech Investment Management LLC12,588$800K0.0%-53.0%0.009%
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11/8/2024Moran Wealth Management LLC313,944$19.95M0.6%-1.8%0.227%
11/8/2024Darwin Wealth Management LLC539$34K0.0%N/A0.000%
11/8/2024Ontario Teachers Pension Plan Board13,969$888K0.0%-52.0%0.010%
11/8/2024Advisors Asset Management Inc.2,712$172K0.0%+176.2%0.002%
11/8/2024Commerce Bank55,079$3.50M0.0%+18.3%0.040%
11/8/2024Strategy Asset Managers LLC3,864$246K0.0%N/A0.003%
11/8/2024Segall Bryant & Hamill LLC95,126$6.05M0.1%N/A0.069%
11/8/2024PNC Financial Services Group Inc.18,108$1.15M0.0%-8.3%0.013%
11/8/2024Banque Cantonale Vaudoise4,124$262K0.0%+62.5%0.003%
11/7/2024Caprock Group LLC5,902$377K0.0%+14.5%0.004%
(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, 467 institutional investors and hedge funds held shares of H&R Block. The most heavily invested institutionals were FMR LLC ($1.20B), Vanguard Group Inc. ($699.41M), BlackRock Inc. ($592.41M), Charles Schwab Investment Management Inc. ($313.74M), State Street Corp ($287.09M), Lazard Asset Management LLC ($260.08M), and Geode Capital Management LLC ($166.22M).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 386 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 ($4.25M), FMR LLC ($3.68M), Pacer Advisors Inc. ($2.27M), Lazard Asset Management LLC ($2.07M), Norges Bank ($1.71M), Fuller & Thaler Asset Management Inc. ($1.45M), and Los Angeles Capital Management LLC ($1.32M).

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

Institutional investors have bought a total of 35,409,540 shares in the last 24 months. This purchase volume represents approximately $1.51B in transactions.

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

Of the 235 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 ($2.91M), Jupiter Asset Management Ltd. ($1.80M), Wellington Management Group LLP ($1.64M), Schroder Investment Management Group ($1.54M), Los Angeles Capital Management LLC ($1.36M), Vanguard Group Inc. ($1.17M), and Robeco Institutional Asset Management B.V. ($1.11M).

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

Institutional investors have sold a total of 25,855,113 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.


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This page (NYSE:HRB) was last updated on 1/20/2025 by MarketBeat.com Staff
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