H&R Block (HRB) Institutional Ownership $56.90 +0.08 (+0.14%) Closing price 05/30/2025 03:59 PM EasternExtended Trading$56.95 +0.05 (+0.09%) As of 05/30/2025 04:21 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% Missed Nvidia? Trump’s Trade War Could Create a Bigger Winner (Ad)Missed out on Nvidia? Don’t worry — a bigger AI opportunity may be emerging right now, thanks to Trump’s newly announced tariffs. One under-the-radar U.S. semiconductor stock just gained a major edge over its foreign rivals. With demand poised to skyrocket, this chipmaker could be perfectly positioned to ride the next wave of AI growth. Shares are still flying low — but not for long.Trump’s new tariffs could spark the next AI boom — here’s the chip stock set to soar.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% Missed Nvidia? Trump’s Trade War Could Create a Bigger Winner (Ad)Missed out on Nvidia? Don’t worry — a bigger AI opportunity may be emerging right now, thanks to Trump’s newly announced tariffs. One under-the-radar U.S. semiconductor stock just gained a major edge over its foreign rivals. With demand poised to skyrocket, this chipmaker could be perfectly positioned to ride the next wave of AI growth. Shares are still flying low — but not for long.Trump’s new tariffs could spark the next AI boom — here’s the chip stock set to soar.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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