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H&R Block (HRB) Institutional Ownership

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$62.59 +0.50 (+0.81%)
Closing price 05/2/2025 03:59 PM Eastern
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$62.48 -0.11 (-0.17%)
As of 05/2/2025 04:54 PM Eastern
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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)
327
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$839.66M
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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
5/2/2025 Victory Capital Management Inc.113,604$6.24M0.0%+52.3%0.085%
5/2/2025 Tectonic Advisors LLC132,524$7.28M0.5%+9.7%0.099%
5/2/2025 Wealthfront Advisers LLC18,505$1.02M0.0%-4.0%0.014%
5/2/2025 Bogart Wealth LLC666$37K0.0%+42.9%0.000%
5/2/2025 Signaturefd LLC465$26K0.0%-80.7%0.000%
5/2/2025 Edgestream Partners L.P.193,568$10.63M0.4%N/A0.145%
5/1/2025 Aurora Investment Counsel55,396$3.04M1.7%-1.4%0.041%
5/1/2025 Securian Asset Management Inc.10,165$558K0.0%-1.9%0.008%
5/1/2025 CWM LLC14,962$822K0.0%-29.2%0.011%
5/1/2025 Louisiana State Employees Retirement System37,500$2.06M0.0%-1.3%0.028%
5/1/2025 Fulton Breakefield Broenniman LLC9,220$506K0.0%-7.1%0.007%
5/1/2025 New York State Common Retirement Fund83,979$4.61M0.0%-7.5%0.063%
5/1/2025 Mutual of America Capital Management LLC68,891$3.78M0.0%-4.8%0.051%
5/1/2025 Arizona State Retirement System39,311$2.16M0.0%-3.0%0.029%
5/1/2025 Xponance Inc.18,050$991K0.0%-8.2%0.013%
4/30/2025 State of Michigan Retirement System32,068$1.76M0.0%-1.2%0.024%
4/30/2025 Cerity Partners LLC95,441$5.24M0.0%-17.5%0.071%
4/30/2025 Arcus Capital Partners LLC6,055$332K0.1%N/A0.005%
4/30/2025 Alps Advisors Inc.313,312$17.20M0.1%+4.9%0.234%
4/30/2025 Allworth Financial LP3,022$178K0.0%-23.8%0.002%
4/30/2025 Nisa Investment Advisors LLC60,885$3.37M0.0%-16.0%0.045%
4/30/2025 New Mexico Educational Retirement Board27,800$1.53M0.1%-10.6%0.021%
4/30/2025 Valeo Financial Advisors LLC3,871$213K0.0%N/A0.003%
4/30/2025 M&T Bank Corp39,020$2.14M0.0%-2.2%0.029%
4/30/2025 Brown Advisory Inc.11,942$656K0.0%+1.6%0.009%
4/30/2025 Crossmark Global Holdings Inc.126,486$6.95M0.1%+18.1%0.094%
4/29/2025 Financial Counselors Inc.177,709$9.76M0.1%-3.1%0.133%
4/29/2025 TD Private Client Wealth LLC8,745$480K0.0%+25.6%0.007%
4/29/2025 Envestnet Asset Management Inc.703,672$38.64M0.0%+17.7%0.526%
4/29/2025 Ifrah Financial Services Inc.16,682$916K0.3%-5.9%0.012%
4/29/2025 Bank of New York Mellon Corp1,657,188$91.00M0.0%-1.6%1.238%
4/29/2025 World Investment Advisors4,757$261K0.0%N/A0.004%
4/29/2025 Ceera Investments LLC20,510$1.13M0.4%-3.4%0.015%
4/29/2025 Truist Financial Corp767,369$42.14M0.1%+13.5%0.573%
4/28/2025 D.A. Davidson & CO.4,295$236K0.0%-59.7%0.003%
4/28/2025 Principal Financial Group Inc.308,659$16.95M0.0%-2.1%0.231%
4/28/2025 Oregon Public Employees Retirement Fund27,224$1.50M0.0%-2.5%0.020%
4/28/2025 Teacher Retirement System of Texas38,903$2.14M0.0%-69.0%0.029%
4/28/2025 Miller Howard Investments Inc. NY554,160$30.43M1.0%N/A0.414%
4/25/2025 Kendall Capital Management54,750$3.01M0.9%+4.2%0.041%
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4/25/2025 New York State Teachers Retirement System152,644$8.38M0.0%-7.8%0.114%
4/25/2025 Amalgamated Bank61,825$3.40M0.0%-5.9%0.046%
4/25/2025 Convergence Financial LLC4,480$246K0.0%N/A0.003%
4/24/2025 CWC Advisors LLC.10,359$569K0.3%+31.9%0.008%
4/24/2025 Allspring Global Investments Holdings LLC100,601$5.67M0.0%+98.1%0.075%
4/24/2025 Kessler Investment Group LLC17,245$947K0.5%-5.9%0.013%
4/24/2025 Mirae Asset Global Investments Co. Ltd.1,013$55K0.0%-99.0%0.001%
4/24/2025 Illinois Municipal Retirement Fund55,248$3.03M0.0%+32.2%0.041%
4/23/2025 Robeco Institutional Asset Management B.V.293,294$16.11M0.0%-38.0%0.219%
4/23/2025 Sequoia Financial Advisors LLC24,554$1.35M0.0%N/A0.018%
4/23/2025 Bessemer Group Inc.2,228$122K0.0%-14.5%0.002%
4/23/2025 MOKAN Wealth Management Inc.6,158$338K0.2%-12.1%0.005%
4/23/2025 Lecap Asset Management Ltd.23,179$1.27M0.3%+510.6%0.017%
4/23/2025 Moran Wealth Management LLC310,397$17.04M0.6%-0.8%0.232%
4/23/2025 Asset Management One Co. Ltd.23,987$1.32M0.0%N/A0.018%
4/22/2025 Cambridge Investment Research Advisors Inc.16,328$897K0.0%+7.2%0.012%
4/21/2025 Retirement Systems of Alabama380,298$20.88M0.1%-1.0%0.284%
4/21/2025 Blue Trust Inc.8,013$440K0.0%+18.0%0.006%
4/21/2025 Envestnet Portfolio Solutions Inc.7,154$393K0.0%-24.6%0.005%
4/21/2025 Boston Trust Walden Corp735,757$40.40M0.3%+52.2%0.550%
4/21/2025 CWA Asset Management Group LLC22,426$1.23M0.1%+32.8%0.017%
4/17/2025 QRG Capital Management Inc.21,869$1.20M0.0%-4.5%0.016%
4/17/2025 Sound Income Strategies LLC143,325$7.87M0.5%-22.3%0.107%
4/17/2025 Ritholtz Wealth Management32,605$1.79M0.1%+1.3%0.024%
4/16/2025 Wealth Enhancement Advisory Services LLC15,950$876K0.0%-25.3%0.012%
4/16/2025 Salem Investment Counselors Inc.1,458$81K0.0%-33.7%0.001%
4/15/2025 Fifth Third Bancorp10,864$597K0.0%+3.9%0.008%
4/15/2025 SG Americas Securities LLC14,514$797K0.0%+140.6%0.011%
4/15/2025 Abacus FCF Advisors LLC74,038$4.07M0.6%+14.8%0.055%
4/15/2025 Ibex Wealth Advisors194,888$10.70M1.4%+0.7%0.146%
4/15/2025 GAMMA Investing LLC1,508$83K0.0%+129.2%0.001%
4/14/2025 Yousif Capital Management LLC46,127$2.53M0.0%-7.4%0.034%
4/14/2025 Farther Finance Advisors LLC16,543$932K0.0%+25.8%0.012%
4/14/2025 First Citizens Bank & Trust Co.10,862$596K0.0%+2.9%0.008%
4/14/2025 Wedge Capital Management L L P NC782,948$42.99M0.8%-11.5%0.585%
4/14/2025 Park Avenue Securities LLC21,985$1.21M0.0%+29.3%0.016%
4/14/2025 Patriot Financial Group Insurance Agency LLC12,500$686K0.1%+22.9%0.009%
4/14/2025 Wedmont Private Capital9,116$539K0.0%-5.1%0.007%
4/14/2025 UMB Bank n.a.5,480$301K0.0%+16.9%0.004%
4/11/2025 Next Level Private LLC3,806$209K0.1%N/A0.003%
4/11/2025 Affinity Wealth Management LLC12,337$677K0.1%+19.3%0.009%
4/11/2025 Vest Financial LLC27,882$1.53M0.0%N/A0.021%
4/10/2025 Chesley Taft & Associates LLC9,658$530K0.0%+3.4%0.007%
4/10/2025 Hennion & Walsh Asset Management Inc.34,156$1.88M0.1%-49.2%0.026%
4/9/2025 NBC Securities Inc.16,204$889K0.1%+107,926.7%0.012%
4/8/2025 Rhumbline Advisers406,117$22.30M0.0%-1.0%0.303%
4/7/2025 GAMMA Investing LLC82,804$4.55M0.0%+12,484.2%0.062%
3/18/2025California State Teachers Retirement System130,544$6.90M0.0%-1.6%0.098%
3/17/2025 Wealth Enhancement Advisory Services LLC21,338$1.13M0.0%-16.8%0.016%
2/27/2025Jefferies Financial Group Inc.4,758$251K0.0%N/A0.004%
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2/20/2025Mackenzie Financial Corp58,553$3.09M0.0%-4.5%0.044%
2/19/2025Auxier Asset Management46,697$2.47M0.4%-5.7%0.035%
2/19/2025Invst LLC18,187$961K0.1%+1.5%0.014%
2/19/2025Public Employees Retirement System of Ohio50,889$2.69M0.0%N/A0.038%
2/18/2025CSS LLC IL27,138$1.43M0.1%+118.0%0.020%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC822,378$43.45M0.0%+17.8%0.600%
2/17/2025Vident Advisory LLC20,094$1.06M0.0%+280.9%0.015%
2/17/2025Sovereign s Capital Management LLC15,926$842K0.5%N/A0.012%
2/17/2025Two Sigma Investments LP36,452$1.93M0.0%-8.7%0.027%
2/17/2025Tidal Investments LLC12,611$666K0.0%-35.3%0.009%
(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, 532 institutional investors and hedge funds held shares of H&R Block. The most heavily invested institutionals were FMR LLC ($761.37M), Vanguard Group Inc. ($753.14M), BlackRock Inc. ($592.41M), State Street Corp ($287.09M), Charles Schwab Investment Management Inc. ($275.80M), Fuller & Thaler Asset Management Inc. ($248.45M), and Boston Partners ($237.81M).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 450 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: Boston Partners ($5.91M), FMR LLC ($3.68M), Norges Bank ($2.79M), Lazard Asset Management LLC ($2.77M), Fuller & Thaler Asset Management Inc. ($1.98M), Pacer Advisors Inc. ($1.64M), 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 40,371,004 shares in the last 24 months. This purchase volume represents approximately $1.88B in transactions.

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

Of the 263 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), Wellington Management Group LLP ($1.95M), Schroder Investment Management Group ($1.55M), Los Angeles Capital Management LLC ($1.36M), Robeco Institutional Asset Management B.V. ($1.29M), Vanguard Group Inc. ($1.17M), and Boston Partners ($975.26K).

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

Institutional investors have sold a total of 29,149,173 shares in the last 24 months. This volume of shares sold represents approximately $1.39B in transactions.



This page (NYSE:HRB) was last updated on 5/5/2025 by MarketBeat.com Staff
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