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H&R Block (HRB) Institutional Ownership

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$50.46 -0.20 (-0.39%)
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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)
372
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
242
Total
Institutional Outflows
(last 12 months)
$1.57B
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Skip Chart & View Institutional Buying and Selling Data

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
10/8/2025Patriot Financial Group Insurance Agency LLC17,771$899K0.1%+13.3%0.014%
10/8/2025Wedmont Private Capital10,408$527K0.0%+13.0%0.008%
10/7/2025 Carolina Wealth Advisors LLC1,136$57K0.0%N/A0.001%
10/7/2025 Oak Thistle LLC24,559$1.24M0.2%N/A0.019%
10/2/2025 GAMMA Investing LLC1,862$94K0.0%-13.8%0.001%
10/1/2025 Park National Corp OH7,361$372K0.0%+13.0%0.006%
9/26/2025Corient Private Wealth LLC166,168$9.12M0.0%-0.3%0.124%
9/24/2025Texas Permanent School Fund Corp126,358$6.94M0.1%-10.8%0.094%
9/4/2025Osaic Holdings Inc.20,860$1.15M0.0%-16.4%0.016%
8/27/2025Orion Porfolio Solutions LLC5,283$290K0.0%-20.1%0.004%
8/19/2025State of Wyoming2,250$124K0.0%+13,962.5%0.002%
8/19/2025Liontrust Investment Partners LLP276,776$15.19M0.2%-13.7%0.207%
8/18/2025Nomura Holdings Inc.18,403$1.01M0.0%-63.2%0.014%
8/18/2025Geneos Wealth Management Inc.1,346$74K0.0%-21.1%0.001%
8/18/2025Caxton Associates LLP48,719$2.67M0.1%+28.3%0.036%
8/16/2025Headlands Technologies LLC6,029$331K0.0%+13,920.9%0.005%
8/15/2025CANADA LIFE ASSURANCE Co107,640$5.91M0.0%-4.4%0.080%
8/15/2025Tower Research Capital LLC TRC 4,279$235K0.0%-30.8%0.003%
8/15/2025Corient Private Wealth LLC166,178$9.12M0.0%-0.3%0.124%
8/15/2025Optimist Retirement Group LLC41,235$2.26M1.1%-6.8%0.031%
8/15/2025Captrust Financial Advisors5,140$282K0.0%+28.1%0.004%
8/15/2025Vident Advisory LLC23,337$1.28M0.0%+15.9%0.017%
8/15/2025Two Sigma Securities LLC4,862$267K0.0%-36.2%0.004%
8/15/2025Tidal Investments LLC15,721$863K0.0%+4.1%0.012%
8/15/2025Smartleaf Asset Management LLC1,226$67K0.0%+71.9%0.001%
8/15/2025Redwood Investment Management LLC87,449$4.80M0.5%-5.6%0.065%
8/15/2025Orion Porfolio Solutions LLC5,283$290K0.0%-20.1%0.004%
8/15/2025MML Investors Services LLC15,312$840K0.0%-27.6%0.011%
8/15/2025Man Group plc359,462$19.73M0.0%-27.2%0.268%
8/15/2025Lazard Asset Management LLC3,186,469$174.90M0.2%-14.6%2.380%
8/15/2025HRT Financial LP57,453$3.15M0.0%-88.1%0.043%
8/15/2025Holocene Advisors LP39,915$2.19M0.0%+835.9%0.030%
8/15/2025EP Wealth Advisors LLC3,982$219K0.0%-13.6%0.003%
8/15/2025Engineers Gate Manager LP111,331$6.11M0.1%+57.7%0.083%
8/15/2025Cubist Systematic Strategies LLC266,674$14.64M0.1%N/A0.199%
8/15/2025Curi Capital LLC11,711$647K0.0%N/A0.009%
8/15/2025BNP Paribas Financial Markets603,884$33.15M0.0%-3.2%0.451%
8/15/2025Brevan Howard Capital Management LP33,755$1.85M0.0%-67.4%0.025%
8/15/2025Balyasny Asset Management L.P.147,826$8.11M0.0%-88.5%0.110%
8/15/2025Bank of America Corp DE1,012,087$55.55M0.0%-16.9%0.756%
8/15/2025Ameriprise Financial Inc.195,528$10.73M0.0%-40.4%0.146%
8/15/2025AQR Capital Management LLC1,617,221$88.51M0.1%-9.6%1.208%
8/14/2025California State Teachers Retirement System128,301$7.04M0.0%-0.3%0.096%
8/14/2025Raymond James Financial Inc.176,204$9.67M0.0%-12.5%0.132%
8/14/2025Canada Pension Plan Investment Board200,800$11.02M0.0%+11,711.8%0.150%
8/14/2025Bayesian Capital Management LP8,321$457K0.1%-65.9%0.006%
8/14/2025Quantinno Capital Management LP73,992$4.06M0.0%+78.5%0.055%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,745$150K0.0%+25.3%0.002%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main20,476$1.12M0.0%+14.1%0.015%
8/14/2025Operose Advisors LLC500$27K0.0%N/A0.000%
8/14/2025Treasurer of the State of North Carolina200,058$10.98M0.0%+80.3%0.149%
8/14/2025The Manufacturers Life Insurance Company 100,306$5.51M0.0%-5.5%0.075%
8/14/2025Sei Investments Co.403,876$22.17M0.0%+2.3%0.302%
8/14/2025NewEdge Advisors LLC35,167$1.93M0.0%+2.0%0.026%
8/14/2025Qube Research & Technologies Ltd1,750,760$96.10M0.1%+21.8%1.308%
8/14/2025State Street Corp4,221,017$233.32M0.0%-5.7%3.153%
8/14/2025Daiwa Securities Group Inc.9,300$510K0.0%N/A0.007%
8/14/2025Natixis32,320$1.77M0.0%N/A0.024%
8/14/2025Bank of Nova Scotia51,071$2.80M0.0%+794.6%0.038%
8/14/2025California Public Employees Retirement System432,911$23.76M0.0%-17.5%0.323%
8/14/2025Cerity Partners LLC95,911$5.27M0.0%+0.5%0.072%
8/14/2025Federated Hermes Inc.213,993$11.75M0.0%+130.4%0.160%
8/13/2025Jump Financial LLC82,519$4.53M0.0%+988.1%0.062%
8/13/2025Cresset Asset Management LLC8,089$447K0.0%-5.1%0.006%
8/13/2025TCM Advisors LLC8,000$439K0.0%-25.2%0.006%
8/13/2025Brown Advisory Inc.9,314$511K0.0%-22.0%0.007%
8/13/2025Amundi87,712$4.90M0.0%+1.1%0.066%
8/13/2025Marshall Wace LLP1,091,626$59.92M0.1%+24.6%0.815%
8/13/2025Brown Capital Management LLC3,915$215K0.0%-6.5%0.003%
8/13/2025Walleye Capital LLC4,255$234K0.0%-146.5%0.003%
8/13/2025Baird Financial Group Inc.15,553$854K0.0%-9.7%0.012%
8/13/2025First Trust Advisors LP741,385$40.70M0.0%+12.9%0.554%
8/13/2025EverSource Wealth Advisors LLC914$50K0.0%+119.2%0.001%
8/13/2025Invesco Ltd.383,733$21.06M0.0%-8.4%0.287%
8/13/2025Arrowstreet Capital Limited Partnership1,598,656$87.75M0.1%+5.5%1.194%
8/13/2025Quantbot Technologies LP21,141$1.16M0.0%+4.0%0.016%
8/13/2025M&T Bank Corp36,359$2.00M0.0%-6.8%0.027%
8/13/2025Round Hill Asset Management55,731$3.06M2.1%-0.8%0.042%
8/13/2025OMERS ADMINISTRATION Corp31,336$1.72M0.0%-2.2%0.023%
8/13/2025Claret Asset Management Corp14,874$816K0.1%+2.4%0.011%
8/13/2025Edgestream Partners L.P.21,569$1.18M0.0%-88.9%0.016%
8/13/2025Shelton Capital Management4,748$261K0.0%-6.4%0.004%
8/13/2025Panagora Asset Management Inc.6,713$368K0.0%-12.6%0.005%
8/13/2025Schroder Investment Management Group88,576$4.86M0.0%-6.1%0.066%
8/13/2025Mackenzie Financial Corp106,993$5.87M0.0%+302.9%0.080%
8/13/2025Skandinaviska Enskilda Banken AB publ 108,500$5.96M0.0%-63.5%0.081%
8/13/2025Norges Bank1,782,215$97.83M0.0%N/A1.331%
8/13/2025Measured Wealth Private Client Group LLC25,856$1.42M0.4%+2.3%0.019%
8/13/2025Hsbc Holdings PLC164,564$8.96M0.0%+151.4%0.123%
8/13/2025Northwestern Mutual Wealth Management Co.711$39K0.0%+100.8%0.001%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC97,904$5.37M0.0%-64.2%0.073%
8/13/2025State Board of Administration of Florida Retirement System161,153$8.85M0.0%+0.3%0.120%
8/13/2025Quadrant Capital Group LLC6,744$370K0.0%+8.8%0.005%
8/13/2025Employees Retirement System of Texas1,000$55K0.0%N/A0.001%
8/13/2025Blue Whale Capital LLP86,990$4.78M0.3%-84.5%0.065%
8/13/2025Choreo LLC17,443$964K0.0%+18.2%0.013%
8/13/2025Russell Investments Group Ltd.113,705$6.23M0.0%+338.6%0.085%
8/12/2025Inceptionr LLC11,538$633K0.1%-5.1%0.009%
8/12/2025J.W. Cole Advisors Inc.5,511$302K0.0%+31.0%0.004%
8/12/2025Elo Mutual Pension Insurance Co30,179$1.66M0.0%+10.0%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, 561 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), Fuller & Thaler Asset Management Inc. ($254.02M), State Street Corp ($233.32M), Boston Partners ($177.50M), Lazard Asset Management LLC ($174.90M), 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 473 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 ($4.57M), Boston Partners ($2.42M), Fuller & Thaler Asset Management Inc. ($1.98M), Pacer Advisors Inc. ($1.43M), Lazard Asset Management LLC ($1.25M), 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 22,815,347 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

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

Of the 242 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. ($3.58M), Pacer Advisors Inc. ($2.18M), Wellington Management Group LLP ($1.34M), Boston Partners ($1.27M), Invesco Ltd. ($1.19M), and Balyasny Asset Management L.P. ($1.14M).

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

Institutional investors have sold a total of 28,080,880 shares in the last 24 months. This volume of shares sold represents approximately $1.57B in transactions.


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This page (NYSE:HRB) was last updated on 10/8/2025 by MarketBeat.com Staff
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