Free Trial

H&R Block (HRB) Institutional Ownership

H&R Block logo
$55.34 +0.19 (+0.35%)
As of 01:37 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
90.14%
Number of
Institutional Buyers
(last 12 months)
355
Total
Institutional Inflows
(last 12 months)
$1.14B
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$1.34B
Get HRB Insider Trade Alerts

Want to know when executives and insiders are buying or selling H&R Block stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Police & Firemen s Retirement System of New Jersey50,553$2.78M0.0%+3.0%0.038%
8/8/2025Geode Capital Management LLC2,849,655$156.44M0.0%+5.6%2.129%
8/8/2025KBC Group NV3,387$186K0.0%-41.4%0.003%
8/8/2025Mitsubishi UFJ Trust & Banking Corp94,844$5.21M0.0%-20.7%0.071%
8/7/2025Boston Partners3,233,854$177.50M0.2%-14.2%2.415%
8/7/2025Ibex Wealth Advisors201,325$11.05M1.2%+3.3%0.150%
8/7/2025Vise Technologies Inc.4,175$229K0.0%N/A0.003%
8/7/2025Cahill Financial Advisors Inc.3,854$212K0.0%-19.2%0.003%
8/7/2025Allworth Financial LP4,979$273K0.0%+64.8%0.004%
8/7/2025Illinois Municipal Retirement Fund86,742$4.76M0.1%+57.0%0.065%
8/7/2025ProShare Advisors LLC5,936$326K0.0%+4.1%0.004%
8/7/2025Midwest Trust Co176,320$9.68M0.1%N/A0.132%
8/7/2025Acadian Asset Management LLC377,756$20.72M0.0%N/A0.282%
8/7/2025Campbell & CO Investment Adviser LLC89,888$4.93M0.3%+292.3%0.067%
8/7/2025Connor Clark & Lunn Investment Management Ltd.16,195$889K0.0%N/A0.012%
8/7/2025Aviva PLC9,335$512K0.0%N/A0.007%
8/7/2025Los Angeles Capital Management LLC64,905$3.56M0.0%-82.3%0.048%
8/6/2025 AGF Management Ltd.53,264$2.92M0.0%+5.4%0.040%
8/6/2025Summit Investment Advisors Inc.26,336$1.45M1.2%-4.1%0.020%
8/6/2025 Fox Run Management L.L.C.21,748$1.19M0.2%N/A0.016%
8/6/2025 Savant Capital LLC11,533$633K0.0%-8.6%0.009%
8/6/2025 Convergence Financial LLC7,518$413K0.1%+67.8%0.006%
8/5/2025 Prosperity Consulting Group LLC6,257$343K0.0%-3.1%0.005%
8/5/2025 Huntington National Bank1,359$75K0.0%+31.7%0.001%
8/5/2025 Bank of New York Mellon Corp1,630,953$89.52M0.0%-1.6%1.218%
8/5/2025 Bank of Montreal Can147,921$8.12M0.0%+427.9%0.110%
8/5/2025 Burney Co.45,842$2.52M0.1%+2.5%0.034%
8/5/2025 South Dakota Investment Council15,301$840K0.0%-53.4%0.011%
8/5/2025 Castlekeep Investment Advisors LLC23,705$1.30M0.6%N/A0.018%
8/4/2025 AlphaStar Capital Management LLC3,945$217K0.0%N/A0.003%
8/4/2025 Silver Coast Investments LLC6,428$353K0.1%+5.4%0.005%
8/4/2025 AdvisorShares Investments LLC8,000$439K0.1%N/A0.006%
8/4/2025 Impact Partnership Wealth LLC8,175$449K0.1%+86.9%0.006%
8/4/2025 Amalgamated Bank62,580$3.44M0.0%+1.2%0.047%
8/4/2025 Retirement Systems of Alabama381,020$20.91M0.1%+0.2%0.285%
8/4/2025 Assetmark Inc.1,071$59K0.0%+31.3%0.001%
8/4/2025 Keybank National Association OH3,685$202K0.0%-12.6%0.003%
8/4/2025 Human Investing LLC37,150$2.04M0.3%-9.3%0.028%
8/1/2025 New York Life Investment Management LLC13,896$763K0.0%-4.5%0.010%
8/1/2025 IQ EQ FUND MANAGEMENT IRELAND Ltd19,258$1.06M0.1%-3.8%0.014%
Washington Thinks They Own Your Bank Account (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
8/1/2025 Teacher Retirement System of Texas40,852$2.24M0.0%+5.0%0.031%
8/1/2025 Y Intercept Hong Kong Ltd90,635$4.98M0.1%+369.1%0.068%
8/1/2025 Convergence Investment Partners LLC18,906$1.04M0.3%-13.7%0.014%
8/1/2025 Envestnet Asset Management Inc.615,826$33.80M0.0%-12.5%0.460%
7/31/2025 Nisa Investment Advisors LLC78,415$4.34M0.0%+28.8%0.059%
7/31/2025 Wealthfront Advisers LLC18,125$995K0.0%-2.1%0.014%
7/31/2025 Linden Thomas Advisory Services LLC30,192$1.66M0.2%-0.7%0.023%
7/30/2025 First Citizens Bank & Trust Co.26,631$1.46M0.0%+145.2%0.020%
7/30/2025 Ethic Inc.20,603$1.13M0.0%+12.9%0.015%
7/30/2025 Aurora Investment Counsel56,026$3.08M1.6%+1.1%0.042%
7/30/2025 Bogart Wealth LLC866$48K0.0%+30.0%0.001%
7/29/2025 Arcus Capital Partners LLC4,989$274K0.1%-17.6%0.004%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al38,800$2.13M0.0%N/A0.029%
7/29/2025 Mutual of America Capital Management LLC66,578$3.65M0.0%-3.4%0.050%
7/29/2025 Nordea Investment Management AB116,020$6.31M0.0%-1.1%0.087%
7/28/2025 Allianz Asset Management GmbH98,144$5.39M0.0%+17.1%0.073%
7/28/2025 New York State Teachers Retirement System151,679$8.33M0.0%-0.6%0.113%
7/28/2025 Ritholtz Wealth Management32,281$1.77M0.0%-1.0%0.024%
7/28/2025 Bayforest Capital Ltd14,303$785K0.3%N/A0.011%
7/28/2025 Boston Trust Walden Corp864,851$47.47M0.3%+17.5%0.646%
7/28/2025 Moran Wealth Management LLC309,526$16.99M0.5%-0.3%0.231%
7/25/2025 Envestnet Portfolio Solutions Inc.24,019$1.32M0.0%+235.7%0.018%
7/25/2025 Sequoia Financial Advisors LLC23,052$1.27M0.0%-6.1%0.017%
7/25/2025 Vest Financial LLC35,041$1.92M0.0%+25.7%0.026%
7/25/2025 Yousif Capital Management LLC45,428$2.49M0.0%-1.5%0.034%
7/25/2025 Allspring Global Investments Holdings LLC43,871$2.45M0.0%-56.4%0.033%
7/25/2025 CWM LLC15,159$832K0.0%+1.3%0.011%
7/25/2025 Vanguard Personalized Indexing Management LLC17,244$947K0.0%+3.9%0.013%
7/24/2025 Lindenwold Advisors INC5,367$295K0.2%-4.3%0.004%
7/24/2025 Blue Trust Inc.8,972$492K0.0%+12.0%0.007%
7/24/2025 IFP Advisors Inc7,436$441K0.0%-7.6%0.006%
7/23/2025 Tectonic Advisors LLC144,047$7.91M0.5%+8.7%0.108%
7/23/2025 Louisiana State Employees Retirement System37,700$2.07M0.0%+0.5%0.028%
7/23/2025 KLP Kapitalforvaltning AS42,500$2.35M0.0%-28.9%0.032%
7/21/2025 QRG Capital Management Inc.16,180$888K0.0%-26.0%0.012%
7/21/2025 Ascent Group LLC16,511$906K0.0%-2.3%0.012%
7/21/2025 Patriot Financial Group Insurance Agency LLC15,681$861K0.1%+25.4%0.012%
7/21/2025 Lecap Asset Management Ltd.19,770$1.09M0.4%-14.7%0.015%
7/18/2025 Robeco Institutional Asset Management B.V.4,242$233K0.0%-98.6%0.003%
7/18/2025 PFG Investments LLC4,039$222K0.0%-4.3%0.003%
7/18/2025 Truist Financial Corp813,898$44.68M0.1%+6.1%0.608%
7/17/2025 Trivium Point Advisory LLC8,419$462K0.1%-3.8%0.006%
7/17/2025 Tealwood Asset Management Inc.46,001$2.53M1.1%-2.9%0.034%
7/17/2025 Janney Montgomery Scott LLC67,738$3.72M0.0%+1.3%0.051%
7/17/2025 Sound Income Strategies LLC5,549$305K0.0%-96.1%0.004%
7/16/2025 Signaturefd LLC651$36K0.0%+40.0%0.000%
7/16/2025 Kendall Capital Management62,420$3.43M0.9%+14.0%0.047%
7/16/2025 State of Alaska Department of Revenue57,968$3.18M0.0%-1.2%0.043%
7/16/2025 Ruffer LLP125,597$6.89M0.3%+27.4%0.094%
7/15/2025 Affinity Wealth Management LLC12,649$694K0.1%+2.5%0.009%
Critical AI announcement set to ignite AI 2.0 (Ad)

A new 100% tariff on imported chips just rattled the tech sector—sending some stocks soaring and others tumbling. But for smart traders, this isn’t chaos. It’s opportunity. One veteran trader is revealing how his simple system spots fast setups in moments like this—no guesswork, no complicated strategies, and no big account required.

Click here to see the one pattern built for market volatility—and how to use it.
7/15/2025 Public Employees Retirement System of Ohio45,885$2.52M0.0%-2.3%0.034%
7/14/2025 GAMMA Investing LLC2,160$119K0.0%+43.2%0.002%
7/11/2025 Abacus FCF Advisors LLC75,326$4.14M0.6%+1.7%0.056%
7/11/2025 Farther Finance Advisors LLC16,288$894K0.0%-1.5%0.012%
7/11/2025 Wedge Capital Management L L P NC737,997$40.51M0.7%-5.7%0.551%
7/11/2025 UMB Bank n.a.4,954$272K0.0%-9.6%0.004%
7/11/2025 Financiere des Professionnels Fonds d investissement inc.2,955$162K0.0%N/A0.002%
7/11/2025 Miller Howard Investments Inc. NY561,218$30.81M1.0%+1.3%0.419%
7/11/2025 Diversified Trust Co5,582$306K0.0%N/A0.004%
7/10/2025 CWC Advisors LLC.10,610$582K0.3%+2.4%0.008%
(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, 545 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 ($177.50M), and Geode Capital Management LLC ($156.44M).Learn more on H&R Block's institutional investors.

What percentage of H&R Block's stock is owned by institutional investors?

90.14% of H&R Block's stock is owned by institutional investors. Learn more on HRB's institutional investor holdings.

Which institutional investors have been buying H&R Block's stock?

Of the 463 institutional investors that purchased H&R Block's 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. ($1.43M), Boston Trust Walden Corp ($864.85K), 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 20,759,608 shares in the last 24 months. This purchase volume represents approximately $1.14B in transactions.

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

Of the 224 institutional investors that sold H&R Block's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($6.52M), Charles Schwab Investment Management Inc. ($3.53M), Pacer Advisors Inc. ($2.18M), Wellington Management Group LLP ($1.34M), Boston Partners ($1.27M), Invesco Ltd. ($1.16M), and Squarepoint Ops LLC ($800.26K).

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

Institutional investors have sold a total of 23,796,987 shares in the last 24 months. This volume of shares sold represents approximately $1.34B in transactions.



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