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H&R Block (HRB) Institutional Ownership

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-0.50 (-1.04%)
(As of 05/3/2024 ET)
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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)
$825.58M
Number of
Institutional Sellers
(last 12 months)
155
Total
Institutional Outflows
(last 12 months)
$551.92M
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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
5/4/2024Csenge Advisory Group6,173$303K0.0%+38.3%0.004%
5/4/2024Richardson Financial Services Inc.1,501$74K0.1%+98.5%0.001%
5/3/2024GSA Capital Partners LLP22,524$1.11M0.1%+124.3%0.016%
5/2/2024Financial Counselors Inc.194,170$9.54M0.2%-1.0%0.139%
5/2/2024Mutual of America Capital Management LLC83,135$4.08M0.0%-6.7%0.060%
5/2/2024Daiwa Securities Group Inc.6,000$295K0.0%+500.0%0.004%
5/2/2024Nordea Investment Management AB95,037$4.67M0.0%-4.6%0.068%
5/2/2024Choreo LLC8,600$422K0.0%+8.3%0.006%
5/1/2024 BNP Paribas Financial Markets817,621$40.15M0.0%+4.5%0.586%
5/1/2024 Mirae Asset Global Investments Co. Ltd.58,810$2.81M0.0%+152.9%0.042%
5/1/2024 Private Advisor Group LLC7,406$364K0.0%-18.4%0.005%
4/30/2024 Retirement Systems of Alabama358,826$17.62M0.1%-1.4%0.257%
4/30/2024 Norden Group LLC9,856$484K0.0%N/A0.007%
4/29/2024 Principal Financial Group Inc.527,375$25.90M0.0%-1.0%0.378%
4/26/2024 Securian Asset Management Inc.11,473$563K0.0%-5.5%0.008%
4/26/2024 Yousif Capital Management LLC65,691$3.23M0.0%-4.9%0.047%
4/25/2024 New York State Teachers Retirement System184,002$9.04M0.0%-6.9%0.132%
4/25/2024 Human Investing LLC44,551$2.19M0.4%-1.1%0.032%
4/24/2024 Verity & Verity LLC49,712$2.44M0.6%N/A0.036%
4/24/2024 Newbridge Financial Services Group Inc.1,005$49K0.0%N/A0.001%
4/24/2024 Simplicity Wealth LLC5,829$286K0.0%N/A0.004%
4/23/2024 Global Retirement Partners LLC2,444$120K0.0%+29.9%0.002%
4/23/2024 WASHINGTON TRUST Co5,100$250K0.0%-4.0%0.004%
4/23/2024 Amalgamated Bank99,462$4.89M0.0%-5.2%0.071%
4/23/2024 Paradiem LLC163,878$8.05M2.0%+3.3%0.117%
4/22/2024 PFG Investments LLC4,604$226K0.0%N/A0.003%
4/22/2024 Raymond James & Associates150,284$7.38M0.0%+11.5%0.108%
4/19/2024 Norden Group LLC9,856$484K0.0%N/A0.007%
4/19/2024 State of Alaska Department of Revenue45,138$2.22M0.0%+190.4%0.032%
4/19/2024 Monument Capital Management50,593$2.49M0.7%+6.5%0.036%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.7,167$352K0.0%-27.4%0.005%
4/19/2024 Handelsinvest Investeringsforvaltning3,055$150K0.1%-34.2%0.002%
4/18/2024 Measured Wealth Private Client Group LLC19,395$952K0.3%+12.1%0.014%
4/18/2024 State of Michigan Retirement System34,268$1.68M0.0%-0.9%0.025%
4/18/2024 Allspring Global Investments Holdings LLC26,849$1.32M0.0%+14.6%0.019%
4/17/2024 Hennion & Walsh Asset Management Inc.88,023$4.32M0.2%-5.0%0.063%
4/16/2024 Chesley Taft & Associates LLC9,622$473K0.0%N/A0.007%
4/15/2024 Sound Income Strategies LLC272,595$13.39M1.0%-5.4%0.195%
4/12/2024 Global Assets Advisory LLC17,793$874K0.0%N/A0.013%
4/12/2024 Range Financial Group LLC15,120$743K0.4%-1.6%0.011%
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4/12/2024 FCF Advisors LLC32,235$1.58M0.4%+40.0%0.023%
4/11/2024 Tealwood Asset Management Inc.47,603$2.34M1.1%N/A0.034%
4/10/2024 Park Avenue Securities LLC14,937$734K0.0%+32.6%0.011%
4/10/2024 Wedmont Private Capital8,290$388K0.0%-33.0%0.006%
4/9/2024 Alaska Permanent Fund Corp62,089$3.05M0.0%-11.7%0.045%
4/9/2024 Mather Group LLC.575$28K0.0%N/A0.000%
4/5/2024 Los Angeles Capital Management LLC169,020$8.30M0.0%-51.3%0.121%
4/5/2024 CWM LLC4,402$216K0.0%-19.5%0.003%
3/29/2024Kapitalo Investimentos Ltda13,612$658K0.1%N/A0.010%
3/22/2024PNC Financial Services Group Inc.20,103$972K0.0%+27.6%0.014%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund58,000$2.81M0.0%N/A0.042%
3/11/2024Vanguard Group Inc.14,641,461$708.21M0.0%-2.6%10.494%
3/6/2024SageView Advisory Group LLC9,266$439K0.0%N/A0.007%
3/5/2024Wellington Management Group LLP3,200,119$154.79M0.0%-10.7%2.294%
3/4/2024Richardson Financial Services Inc.756$37K0.0%N/A0.001%
3/1/2024Goldman Sachs Group Inc.1,094,791$52.96M0.0%-7.4%0.785%
2/28/2024American International Group Inc.195,254$9.44M0.0%-9.4%0.140%
2/28/2024EP Wealth Advisors LLC4,283$207K0.0%N/A0.003%
2/26/2024Teachers Retirement System of The State of Kentucky50,998$2.47M0.0%-4.5%0.037%
2/22/2024Auxier Asset Management49,875$2.41M0.4%-6.9%0.036%
2/16/2024Optimist Retirement Group LLC51,751$2.50M1.6%N/A0.037%
2/14/2024Point72 Europe London LLP26,359$1.28M0.2%N/A0.019%
2/14/2024Redwood Investment Management LLC125,101$6.05M0.6%+239.4%0.090%
2/14/2024Bridgewater Associates LP381,030$18.43M0.1%+15.4%0.273%
2/14/2024Sage Rock Capital Management LP3,300$160K0.6%N/A0.002%
2/14/2024Schroder Investment Management Group320,958$15.53M0.0%-60.7%0.230%
2/13/2024Pinebridge Investments L.P.11,027$533K0.0%-10.7%0.008%
2/13/2024American International Group Inc.195,254$9.44M0.1%-9.4%0.140%
2/13/2024Crossmark Global Holdings Inc.95,978$4.64M0.1%+35.4%0.069%
2/13/2024Dorsey Wright & Associates22,663$1.10M0.3%N/A0.016%
2/13/2024Prevatt Capital Ltd360,000$17.41M6.4%N/A0.258%
2/13/2024Blue Whale Capital LLP405,000$19.59M2.5%+636.4%0.290%
2/13/2024California State Teachers Retirement System155,474$7.52M0.0%-8.2%0.111%
2/12/2024Bank of Nova Scotia8,521$412K0.0%-22.7%0.006%
2/12/2024TFO Wealth Partners LLC1,273$62K0.0%+42,333.3%0.001%
2/12/2024Treasurer of the State of North Carolina67,737$3.28M0.0%-23.6%0.049%
2/12/2024Focus Financial Network Inc. ADV6,468$315K0.0%N/A0.005%
2/12/2024 Human Investing LLC45,030$2.18M0.5%-11.8%0.032%
2/12/2024United Services Automobile Association12,759$617K0.0%+12.1%0.009%
2/12/2024Hsbc Holdings PLC101,437$4.90M0.0%-9.5%0.073%
2/9/2024Intech Investment Management LLC26,269$1.27M0.0%+52.4%0.019%
2/9/2024Orion Portfolio Solutions LLC13,298$628K0.0%N/A0.010%
2/9/2024SageView Advisory Group LLC9,266$439K0.0%N/A0.007%
2/9/2024Commerce Bank46,705$2.26M0.0%+1.3%0.033%
2/9/2024US Bancorp DE21,149$1.02M0.0%-3.6%0.015%
2/9/20241620 Investment Advisors Inc.9,717$470K0.5%N/A0.007%
2/9/2024Ontario Teachers Pension Plan Board65,196$3.15M0.0%+32.0%0.047%
2/9/2024Franklin Resources Inc.185,226$8.96M0.0%+70.5%0.133%
2/9/2024Assetmark Inc.880$43K0.0%N/A0.001%
2/9/2024Corient Private Wealth LLC156,036$7.55M0.0%+0.7%0.112%
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2/9/2024D.A. Davidson & CO.8,325$403K0.0%N/A0.006%
2/9/2024PNC Financial Services Group Inc.20,103$972K0.0%+27.6%0.014%
2/9/2024Norges Bank1,707,778$82.61M0.0%N/A1.224%
2/8/2024 Robeco Institutional Asset Management B.V.461,386$223K0.0%-3.4%0.321%
2/8/2024 Securian Asset Management Inc.12,146$588K0.0%-5.8%0.008%
2/8/2024Vanguard Personalized Indexing Management LLC18,796$909K0.0%+88.2%0.013%
2/8/2024Sumitomo Mitsui Financial Group Inc.20,747$1.00M0.0%+88.6%0.014%
2/7/2024Boston Partners2,512,092$121.50M0.2%-1.3%1.745%
2/7/2024 Principal Financial Group Inc.532,516$25.76M0.0%-5.9%0.370%
2/7/2024Envestnet Portfolio Solutions Inc.5,158$250K0.0%-6.7%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, 458 institutional investors and hedge funds held shares of H&R Block. The most heavily invested institutionals were FMR LLC ($944.15M), Vanguard Group Inc. ($708.21M), BlackRock Inc. ($592.41M), Lazard Asset Management LLC ($272.61M), Charles Schwab Investment Management Inc. ($182.67M), Wellington Management Group LLP ($154.79M), and Boston Partners ($121.50M).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 378 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: FMR LLC ($8.37M), Boston Partners ($3.57M), Robeco Institutional Asset Management B.V. ($1.79M), Norges Bank ($1.71M), Lazard Asset Management LLC ($1.51M), Los Angeles Capital Management LLC ($1.46M), and Fuller & Thaler Asset Management Inc. ($1.45M).

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

Institutional investors have bought a total of 46,616,001 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

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

Of the 246 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: Jupiter Asset Management Ltd. ($8.67M), Lazard Asset Management LLC ($4.19M), Artisan Partners Limited Partnership ($1.60M), Schroder Investment Management Group ($1.54M), Los Angeles Capital Management LLC ($1.29M), Royce & Associates LP ($1.09M), and Robeco Institutional Asset Management B.V. ($1.09M).

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

Institutional investors have sold a total of 38,399,313 shares in the last 24 months. This volume of shares sold represents approximately $1.48B in transactions.


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This page (NYSE:HRB) was last updated on 5/5/2024 by MarketBeat.com Staff

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