H&R Block (HRB) Institutional Ownership $56.76 +0.56 (+1.00%) Closing price 03:59 PM EasternExtended Trading$56.73 -0.03 (-0.05%) As of 06:06 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. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for H&R Block (NYSE:HRB)CurrentInstitutional OwnershipPercentage90.14%Number ofInstitutional Buyers(last 12 months)352TotalInstitutional Inflows(last 12 months)$1.09BNumber ofInstitutional Sellers(last 12 months)222TotalInstitutional Outflows(last 12 months)$1.27B Get HRB Insider Trade Alerts Want to know when executives and insiders are buying or selling H&R Block stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data HRB Institutional Buying and Selling by Quarter H&R Block Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025 Geneos Wealth Management Inc.1,706$94K0.0%+20.7%0.001% 5/20/2025 Intech Investment Management LLC112,109$6.16M0.1%-38.2%0.084% 5/20/2025 Focus Partners Wealth19,180$1.05M0.0%-17.2%0.014% 5/19/2025 SageView Advisory Group LLC7,251$398K0.0%-2.6%0.005% 5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC876,380$48.12M0.0%+6.6%0.655% 5/16/2025 Empowered Funds LLC227,934$12.52M0.2%+13.7%0.170% 5/16/2025 Ascent Group LLC16,901$928K0.0%+5.8%0.013% 5/16/2025 United Services Automobile Association9,266$501K0.0%N/A0.007% 5/16/2025 Caxton Associates LLP37,972$2.09M0.1%N/A0.028% 5/16/2025 CTC Alternative Strategies Ltd.8,460$465K0.6%N/A0.006% Get the Latest News and Ratings for HRB and Related StocksEnter your email address below to receive the latest news and analysts' ratings for H&R Block and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 Goldman Sachs Group Inc.848,532$46.59M0.0%+15.2%0.634% 5/16/2025 Jones Financial Companies Lllp11,423$627K0.0%+3.6%0.009% 5/16/2025 Teza Capital Management LLC4,143$227K0.1%-55.0%0.003% 5/16/2025 New Vernon Capital Holdings II LLC621,252$34.11M0.2%+5,391.0%0.464% 5/16/2025 NewEdge Advisors LLC34,470$1.89M0.0%-5.8%0.026% 5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,191$119K0.0%+85.4%0.002% 5/16/2025 Hancock Whitney Corp12,954$711K0.0%+8.5%0.010% 5/16/2025 Clark Capital Management Group Inc.744,117$40.86M0.3%-2.6%0.556% 5/16/2025 AQR Capital Management LLC1,789,040$97.36M0.1%-20.5%1.336% 5/16/2025 Amundi86,799$4.94M0.0%-0.5%0.065% 5/15/2025 Maverick Capital Ltd.37,265$2.05M0.0%N/A0.028% 5/15/2025 Royal Bank of Canada1,244,858$68.36M0.0%+0.9%0.930% 5/15/2025 Quarry LP2,290$126K0.0%-38.1%0.002% 5/15/2025 Trexquant Investment LP126,891$6.97M0.1%N/A0.095% 5/15/2025 Landscape Capital Management L.L.C.118,395$6.50M0.6%N/A0.088% 5/15/2025 OMERS ADMINISTRATION Corp32,036$1.76M0.0%+20.4%0.024% 5/15/2025 BNP Paribas Financial Markets623,998$34.26M0.0%+2.5%0.466% 5/14/2025 Redwood Investment Management LLC92,654$5.09M0.6%-9.6%0.069% 5/14/2025 FORA Capital LLC19,568$1.07M0.1%-3.7%0.015% 5/14/2025 Corebridge Financial Inc.148,150$8.14M0.0%-4.7%0.111% 5/14/2025 Comerica Bank104,048$5.71M0.0%-5.9%0.078% 5/14/2025 MetLife Investment Management LLC75,526$4.15M0.0%-3.8%0.056% 5/14/2025 Campbell & CO Investment Adviser LLC22,913$1.26M0.1%-50.8%0.017% 5/14/2025 Jump Financial LLC7,584$416K0.0%N/A0.006% 5/14/2025 SVB Wealth LLC475$26K0.0%N/A0.000% 5/14/2025 AlphaQuest LLC5,864$322K0.0%-48.5%0.004% 5/14/2025 Cunning Capital Partners LP37,360$2.05M1.3%-0.6%0.028% 5/14/2025 Kestra Advisory Services LLC27,561$1.51M0.0%+7.4%0.021% 5/14/2025 Compound Planning Inc.3,860$212K0.0%N/A0.003% 5/14/2025 Price T Rowe Associates Inc. MD976,797$53.64M0.0%+1.0%0.730% Elon just did WHAT!? (Ad)As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.Click here to see how to claim your stake before they launch to avoid missing out.5/14/2025 Martingale Asset Management L P28,623$1.57M0.0%-2.1%0.021% 5/14/2025 Dorsey & Whitney Trust CO LLC8,686$477K0.0%+5.6%0.006% 5/14/2025 Hsbc Holdings PLC65,459$3.55M0.0%+184.8%0.049% 5/14/2025 Fuller & Thaler Asset Management Inc.4,626,167$254.02M1.0%-1.6%3.455% 5/14/2025 Quantbot Technologies LP20,320$1.12M0.0%N/A0.015% 5/14/2025 Wellington Management Group LLP2,141,988$117.62M0.0%+5.9%1.600% 5/13/2025 Northern Trust Corp2,608,496$143.23M0.0%+11.2%1.948% 5/13/2025 Brooklyn Investment Group513$28K0.0%+72.1%0.000% 5/13/2025 Corient IA LLC4,000$220K0.2%N/A0.003% 5/13/2025 Round Hill Asset Management56,205$3.09M2.2%-4.9%0.042% 5/13/2025 Raymond James Financial Inc.201,432$11.06M0.0%-0.8%0.150% 5/13/2025 Cresset Asset Management LLC8,522$471K0.0%-11.1%0.006% 5/13/2025 State of New Jersey Common Pension Fund D44,945$2.47M0.0%-11.7%0.034% 5/13/2025 American Century Companies Inc.49,408$2.71M0.0%-52.2%0.037% 5/13/2025 Ethic Inc.18,249$1.03M0.0%+30.4%0.014% 5/13/2025 Brandywine Global Investment Management LLC82,224$4.52M0.0%-4.2%0.061% 5/13/2025 Liontrust Investment Partners LLP320,767$17.61M0.3%+9.5%0.240% 5/13/2025 Dimensional 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% 5/13/2025 Sei Investments Co.394,748$21.56M0.2%+6.2%0.295% 5/13/2025 Boston Partners3,767,912$206.95M0.3%-16.3%2.814% 5/13/2025 MSH Capital Advisors LLC17,767$976K0.3%+1.3%0.013% 5/13/2025 LGT Group Foundation39,321$2.16M0.0%+59.8%0.029% 5/13/2025 Russell Investments Group Ltd.25,922$1.42M0.0%+89.6%0.019% 5/13/2025 HighTower Advisors LLC17,041$936K0.0%-11.2%0.013% 5/13/2025 Taylor Hoffman Capital Management LLC4,972$280K0.1%N/A0.004% 5/12/2025 CCM Investment Group LLC15,614$845K0.1%N/A0.012% 5/12/2025 Aigen Investment Management LP15,625$858K0.1%N/A0.012% 5/12/2025 Entropy Technologies LP23,991$1.32M0.1%N/A0.018% 5/12/2025 Invesco Ltd.419,003$23.01M0.0%-73.4%0.313% 5/12/2025 Covestor Ltd1,356$75K0.1%+21.8%0.001% 5/12/2025 Measured Wealth Private Client Group LLC25,277$1.39M0.4%+12.9%0.019% 5/12/2025 Townsquare Capital LLC11,554$634K0.0%-9.9%0.009% 5/12/2025 National Bank of Canada FI4,050$222K0.0%-15.3%0.003% 5/12/2025 Swiss National Bank265,500$14.58M0.0%-3.3%0.198% 5/12/2025 Maryland State Retirement & Pension System6,486$356K0.0%-18.2%0.005% 5/9/2025 Deutsche Bank AG47,675$2.62M0.0%+7.4%0.036% 5/9/2025 Ontario Teachers Pension Plan Board58,536$3.21M0.0%+139.3%0.044% 5/9/2025 Charles Schwab Investment Management Inc.1,688,751$92.73M0.0%-67.6%1.262% 5/9/2025 Vanguard Group Inc.14,168,986$778.02M0.0%-0.6%10.586% 5/9/2025 Annis Gardner Whiting Capital Advisors LLC2,270$125K0.1%+3,142.9%0.002% 5/9/2025 New Age Alpha Advisors LLC29,064$1.60M0.1%-6.6%0.022% 5/9/2025 Ruffer LLP98,621$5.42M0.2%+24.0%0.074% 5/9/2025 Silver Coast Investments LLC6,096$335K0.1%+25.0%0.005% 5/9/2025 NewEdge Wealth LLC1,010,446$55.48M1.0%-7.8%0.755% 5/9/2025 Raiffeisen Bank International AG7,503$406K0.0%+46.7%0.006% 5/9/2025 Bank of Nova Scotia5,709$313K0.0%-7.5%0.004% 5/9/2025 PNC Financial Services Group Inc.18,431$1.01M0.0%-8.7%0.014% 5/9/2025 LSV Asset Management1,667,652$91.57M0.2%+14.3%1.246% 5/8/2025 Commerce Bank55,747$3.06M0.0%+1.3%0.042% Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. 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Get Garrett’s Top Four picks now.5/8/2025Jefferies Financial Group Inc.17,499$961K0.0%+267.8%0.013% 5/8/2025 Lindenwold Advisors INC5,610$308K0.2%-19.7%0.004% 5/8/2025 Alberta Investment Management Corp42,100$2.31M0.0%-53.2%0.031% 5/8/2025 Harbour Investments Inc.6,530$359K0.0%+329.6%0.005% 5/8/2025 Natixis Advisors LLC31,414$1.73M0.0%+21.4%0.023% 5/8/2025 Vestcor Inc16,342$897K0.0%+104.2%0.012% 5/8/2025 XTX Topco Ltd18,916$1.04M0.1%N/A0.014% 5/8/2025 Banque Cantonale Vaudoise4,124$226K0.0%N/A0.003% 5/8/2025 GSA Capital Partners LLP16,201$890K0.1%N/A0.012% 5/8/2025 Federated Hermes Inc.92,862$5.10M0.0%+3.3%0.069% (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, 543 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 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 464 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: Norges Bank ($2.79M), Lazard Asset Management LLC ($2.77M), Boston Partners ($2.42M), Fuller & Thaler Asset Management Inc. ($1.98M), Pacer Advisors Inc. ($1.64M), 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 34,314,440 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions. Which H&R Block major shareholders have been selling company stock? Of the 281 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), Charles Schwab Investment Management Inc. ($3.60M), Pacer Advisors Inc. ($2.18M), Wellington Management Group LLP ($1.95M), Boston Partners ($1.71M), Schroder Investment Management Group ($1.55M), and Invesco Ltd. ($1.55M). How much institutional selling is happening at H&R Block? Institutional investors have sold a total of 36,292,761 shares in the last 24 months. This volume of shares sold represents approximately $1.80B in transactions. 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