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? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow5/14/2025 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% White House to reset Social Security? (Ad)Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon bring Elon Musk's DOGE operation to its final, dramatic conclusion - with huge consequences for millions of investors. So if you have any money in the market... you're almost out of time to prepare. This plan has already been put in place... and can operate even if Elon's long gone from Washington. And it could have a major impact on how you collect Social Security - Click here to understand what'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. Related Companies Hillenbrand Major Shareholders Carriage Services Major Shareholders Matthews International Major Shareholders Regis Major Shareholders WW International Major Shareholders Service Co. International Major Shareholders UniFirst Major Shareholders Yelp Major Shareholders European Wax Center Major Shareholders Smart Share Global Major Shareholders This page (NYSE:HRB) was last updated on 5/29/2025 by MarketBeat.com Staff From Our PartnersWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredA grave, grave error.I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...Porter & Company | SponsoredBuffett’s favorite chart just hit 209% – here’s what that means for goldA Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...Golden Portfolio | SponsoredTrump Exec Order 14179 is wealth “gift” to good Americans?Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...Paradigm Press | SponsoredThis Signal Only Flashes Once Every 4 Years – And It Just TriggeredThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | Sponsored3..2..1.. AI 2.0 ignition (don’t sleep on this)I just put together an urgent new presentation that you need to see right away. In short: I believe we are...Timothy Sykes | SponsoredCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...Investors Alley | SponsoredMan who predicted $100K Bitcoin sees a huge run coming for another coin …Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding H&R Block, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share H&R Block With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.