H&R Block (HRB) Institutional Ownership

$52.29 -0.13 (-0.25%)

Closing price 02/21/2025 03:59 PM Eastern

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$52.28 -0.01 (-0.03%)

As of 02/21/2025 07:24 PM Eastern

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Current Institutional Ownership Percentage: 90.14%
Number of Institutional Buyers (last 12 months): 323
Total Institutional Inflows (last 12 months): $1.00B

Number of Institutional Sellers (last 12 months): 191
Total Institutional Outflows (last 12 months): $857.05M

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HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/20/2025	Mackenzie Financial Corp	58,553	$3.09M	0.0%	-4.5%	0.044%
2/19/2025	Auxier Asset Management	46,697	$2.47M	0.4%	-5.7%	0.035%
2/19/2025	Invst LLC	18,187	$961K	0.1%	+1.5%	0.014%
2/19/2025	Public Employees Retirement System of Ohio	50,889	$2.69M	0.0%	N/A	0.038%
2/18/2025	CSS LLC IL	27,138	$1.43M	0.1%	+118.0%	0.020%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	822,378	$43.45M	0.0%	+17.8%	0.600%
2/17/2025	Vident Advisory LLC	20,094	$1.06M	0.0%	+280.9%	0.015%
2/17/2025	Sovereign s Capital Management LLC	15,926	$842K	0.5%	N/A	0.012%
2/17/2025	Two Sigma Investments LP	36,452	$1.93M	0.0%	-8.7%	0.027%
2/17/2025	Tidal Investments LLC	12,611	$666K	0.0%	-35.3%	0.009%
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2/17/2025	Teza Capital Management LLC	9,208	$487K	0.1%	-78.5%	0.007%
2/17/2025	Sherbrooke Park Advisers LLC	17,656	$933K	0.3%	N/A	0.013%
2/17/2025	Royal Bank of Canada	1,234,187	$65.22M	0.0%	+0.2%	0.901%
2/17/2025	Raiffeisen Bank International AG	5,114	$267K	0.0%	N/A	0.004%
2/17/2025	Redwood Investment Management LLC	102,452	$5.41M	0.5%	+34.2%	0.075%
2/17/2025	ProShare Advisors LLC	6,412	$339K	0.0%	+5.4%	0.005%
2/17/2025	Quantinno Capital Management LP	44,845	$2.37M	0.0%	-23.6%	0.033%
2/17/2025	Man Group plc	72,619	$3.84M	0.0%	+140.0%	0.053%
2/17/2025	Nomura Holdings Inc.	18,184	$961K	0.0%	N/A	0.013%
2/17/2025	Nuveen Asset Management LLC	649,361	$34.31M	0.0%	-17.5%	0.474%
2/17/2025	Occudo Quantitative Strategies LP	15,659	$827K	0.1%	N/A	0.011%
2/17/2025	OMERS ADMINISTRATION Corp	26,600	$1.41M	0.0%	N/A	0.019%
2/17/2025	NDVR Inc.	4,873	$257K	0.2%	+7.9%	0.004%
2/17/2025	Millennium Management LLC	131,151	$6.93M	0.0%	-54.9%	0.096%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1,182	$62K	0.0%	-20.6%	0.001%
2/17/2025	Lazard Asset Management LLC	2,585,026	$136.59M	0.2%	+36.8%	1.886%
2/17/2025	Janus Henderson Group PLC	64,840	$3.43M	0.0%	+3.2%	0.047%
2/17/2025	Jefferies Financial Group Inc.	4,758	$251K	0.0%	N/A	0.003%
2/17/2025	Focus Partners Wealth	23,175	$1.25M	0.0%	+227.9%	0.017%
2/17/2025	Ensign Peak Advisors Inc	52,299	$2.76M	0.0%	-36.4%	0.038%
2/17/2025	Ethic Inc.	13,996	$740K	0.0%	+26.5%	0.010%
2/17/2025	FORA Capital LLC	20,327	$1.07M	0.1%	N/A	0.015%
2/17/2025	Clark Capital Management Group Inc.	764,320	$40.39M	0.3%	+0.7%	0.558%
2/17/2025	Deutsche Bank AG	44,395	$2.35M	0.0%	+2.6%	0.032%
2/17/2025	EP Wealth Advisors LLC	4,525	$239K	0.0%	+6.6%	0.003%
2/17/2025	Cresset Asset Management LLC	9,584	$509K	0.0%	-63.6%	0.007%
2/17/2025	Crestline Management LP	26,920	$1.42M	0.0%	N/A	0.020%
2/17/2025	Cetera Investment Advisers	37,598	$1.99M	0.0%	+13.0%	0.027%
2/17/2025	Centiva Capital LP	15,581	$823K	0.0%	-53.2%	0.011%
2/17/2025	BOKF NA	12,831	$688K	0.0%	+2,100.9%	0.009%
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2/17/2025	Cahill Financial Advisors Inc.	4,355	$230K	0.0%	N/A	0.003%
2/17/2025	Captrust Financial Advisors	7,707	$407K	0.0%	-31.0%	0.006%
2/17/2025	Caxton Associates LP	10,253	$542K	0.0%	-62.2%	0.007%
2/17/2025	BW Gestao de Investimentos Ltda.	20,100	$1.06M	0.0%	N/A	0.015%
2/17/2025	Balyasny Asset Management L.P.	4,951	$262K	0.0%	-29.5%	0.004%
2/17/2025	Baird Financial Group Inc.	17,099	$904K	0.0%	+9.5%	0.012%
2/17/2025	Bayesian Capital Management LP	14,427	$762K	0.1%	-32.4%	0.011%
2/17/2025	Bank of America Corp DE	914,884	$48.34M	0.0%	+88.3%	0.668%
2/17/2025	BNP Paribas Financial Markets	608,738	$32.17M	0.0%	+18.2%	0.444%
2/17/2025	Ameriprise Financial Inc.	331,502	$17.53M	0.0%	+47.5%	0.242%
2/17/2025	AXA S.A.	33,815	$1.79M	0.0%	+97.8%	0.025%
2/14/2025	Mercer Global Advisors Inc. ADV	33,479	$1.77M	0.0%	N/A	0.024%
2/14/2025	Caisse DE Depot ET Placement DU Quebec	52,170	$2.76M	0.0%	-36.8%	0.038%
2/14/2025	Comerica Bank	110,603	$5.84M	0.0%	+1.7%	0.081%
2/14/2025	Kapitalo Investimentos Ltda	1,614	$85K	0.1%	N/A	0.001%
2/14/2025	Schonfeld Strategic Advisors LLC	8,312	$439K	0.0%	+5.2%	0.006%
2/14/2025	AQR Capital Management LLC	2,250,059	$118.87M	0.2%	+5.6%	1.642%
2/14/2025	AdvisorShares Investments LLC	7,600	$402K	0.1%	N/A	0.006%
2/14/2025	Northern Trust Corp	2,345,222	$123.92M	0.0%	+8.9%	1.711%
2/14/2025	The Manufacturers Life Insurance Company	108,973	$5.76M	0.0%	-3.4%	0.080%
2/14/2025	Public Employees Retirement Association of Colorado	14,802	$782K	0.0%	-2.9%	0.011%
2/14/2025	Quarry LP	3,700	$196K	0.0%	N/A	0.003%
2/14/2025	Boothbay Fund Management LLC	10,098	$534K	0.0%	N/A	0.007%
2/14/2025	Susquehanna Fundamental Investments LLC	5,800	$306K	0.0%	N/A	0.004%
2/14/2025	Coldstream Capital Management Inc.	4,630	$245K	0.0%	-5.1%	0.003%
2/14/2025	Nebula Research & Development LLC	11,579	$612K	0.1%	-47.3%	0.008%
2/14/2025	Hancock Whitney Corp	11,944	$631K	0.0%	-23.7%	0.009%
2/14/2025	Voya Investment Management LLC	337,931	$17.86M	0.0%	+2.2%	0.247%
2/14/2025	Fuller & Thaler Asset Management Inc.	4,701,896	$248.45M	0.9%	+12.5%	3.431%
2/14/2025	Pinebridge Investments L.P.	44,130	$2.33M	0.0%	+35.7%	0.032%
2/14/2025	Price T Rowe Associates Inc. MD	967,369	$51.12M	0.0%	-0.5%	0.706%
2/14/2025	Hsbc Holdings PLC	22,981	$1.21M	0.0%	+293.0%	0.017%
2/14/2025	Stifel Financial Corp	61,897	$3.27M	0.0%	-4.7%	0.045%
2/14/2025	State of Tennessee Department of Treasury	55,436	$2.93M	0.0%	-2.7%	0.040%
2/14/2025	Tower Research Capital LLC TRC	11,752	$621K	0.0%	+280.0%	0.009%
2/14/2025	Teachers Retirement System of The State of Kentucky	47,628	$2.52M	0.0%	-4.3%	0.035%
2/14/2025	MetLife Investment Management LLC	78,475	$4.15M	0.0%	+7.0%	0.059%
2/14/2025	Natixis	10,941	$578K	0.0%	N/A	0.008%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	65,155	$3.44M	0.0%	N/A	0.049%
2/14/2025	Dimensional Fund Advisors LP	2,335,353	$123.40M	0.0%	+1.3%	1.745%
2/14/2025	First Trust Advisors LP	389,955	$20.61M	0.0%	-9.1%	0.291%
2/14/2025	GeoWealth Management LLC	1,612	$85K	0.0%	+87.0%	0.001%
2/13/2025	CANADA LIFE ASSURANCE Co	123,685	$6.54M	0.0%	-34.0%	0.090%
2/13/2025	MSH Capital Advisors LLC	17,537	$927K	0.3%	N/A	0.013%
2/13/2025	Zacks Investment Management	38,774	$2.05M	0.0%	+17.8%	0.028%
2/13/2025	NewEdge Advisors LLC	36,585	$1.93M	0.0%	+8.6%	0.027%
2/13/2025	Bridgewater Associates LP	440,476	$23.28M	0.1%	+42.2%	0.321%
2/13/2025	Ontario Teachers Pension Plan Board	24,457	$1.29M	0.0%	+75.1%	0.018%
2/13/2025	Guggenheim Capital LLC	11,172	$590K	0.0%	-48.5%	0.008%
2/13/2025	Mariner LLC	52,170	$2.76M	0.0%	+10.7%	0.038%
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2/13/2025	Summit Investment Advisors Inc.	27,450	$1.45M	1.3%	-4.2%	0.020%
2/13/2025	Advisors Capital Management LLC	8,261	$437K	0.0%	N/A	0.006%
2/13/2025	TCM Advisors LLC	10,600	$560K	0.1%	-15.9%	0.008%
2/13/2025	Townsquare Capital LLC	12,824	$678K	0.0%	+18.1%	0.009%
2/13/2025	Rockefeller Capital Management L.P.	52,489	$2.77M	0.0%	-2.1%	0.038%
2/13/2025	Sterling Capital Management LLC	24,572	$1.30M	0.0%	+6.3%	0.018%
2/13/2025	Treasurer of the State of North Carolina	109,456	$5.78M	0.0%	+2.1%	0.080%
2/13/2025	LSV Asset Management	1,458,633	$77.07M	0.2%	-4.4%	1.064%
2/13/2025	Scotia Capital Inc.	9,262	$489K	0.0%	N/A	0.007%
2/13/2025	F M Investments LLC	32,082	$1.70M	0.1%	+21.5%	0.023%

(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, 536 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 455 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 40,610,826 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 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), 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 29,636,074 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 2/22/2025 by MarketBeat.com Staff

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H&R Block (HRB) Institutional Ownership

HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

HRB Institutional Ownership - Frequently Asked Questions

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H&R Block (HRB) Institutional Ownership

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

HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

HRB Institutional Ownership - Frequently Asked Questions

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