H&R Block (HRB) Institutional Ownership

$56.95

+0.87 (+1.55%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 90.14%
Number of Institutional Buyers (last 12 months): 234
Total Institutional Inflows (last 12 months): $620.85M

Number of Institutional Sellers (last 12 months): 148
Total Institutional Outflows (last 12 months): $474.56M

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HRB Institutional Buying and Selling by Quarter

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H&R Block Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Eagle Bay Advisors LLC	4,220	$230K	0.1%	-16.2%	0.003%
7/26/2024	Allspring Global Investments Holdings LLC	27,790	$1.51M	0.0%	+3.5%	0.020%
7/26/2024	State of Michigan Retirement System	33,568	$1.82M	0.0%	-2.0%	0.024%
7/26/2024	Bank of New York Mellon Corp	1,748,095	$94.80M	0.0%	-0.8%	1.253%
7/24/2024	Retirement Systems of Alabama	355,837	$19.30M	0.1%	-0.8%	0.255%
7/24/2024	New York State Teachers Retirement System	177,328	$9.62M	0.0%	-3.6%	0.127%
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7/24/2024	My Legacy Advisors LLC	5,725	$310K	0.1%	N/A	0.004%
7/24/2024	Louisiana State Employees Retirement System	39,500	$2.14M	0.0%	-1.7%	0.028%
7/23/2024	Lecap Asset Management Ltd.	7,393	$401K	0.1%	N/A	0.005%
7/23/2024	Fifth Third Wealth Advisors LLC	4,744	$257K	0.0%	N/A	0.003%
7/22/2024	Pallas Capital Advisors LLC	6,886	$382K	0.0%	N/A	0.005%
7/20/2024	First Citizens Bank & Trust Co.	9,823	$533K	0.0%	-18.9%	0.007%
7/20/2024	Nisa Investment Advisors LLC	147,280	$8.03M	0.1%	+6.3%	0.106%
7/20/2024	Hennion & Walsh Asset Management Inc.	83,985	$4.56M	0.2%	-4.6%	0.060%
7/19/2024	Chesley Taft & Associates LLC	9,400	$510K	0.0%	-2.3%	0.007%
7/19/2024	Raymond James & Associates	162,501	$8.81M	0.0%	+8.1%	0.116%
7/19/2024	Gladius Capital Management LP	8,262	$448K	0.1%	+214.7%	0.006%
7/18/2024	Blue Trust Inc.	4,263	$231K	0.0%	+42.5%	0.003%
7/18/2024	TriaGen Wealth Management LLC	8,642	$469K	0.2%	+2.4%	0.006%
7/18/2024	Kessler Investment Group LLC	18,984	$1.03M	0.6%	N/A	0.014%
7/18/2024	Swedbank AB	215,968	$11.71M	0.0%	+0.2%	0.155%
7/17/2024	Human Investing LLC	42,944	$2.33M	0.5%	-3.6%	0.031%
7/17/2024	Wedge Capital Management L L P NC	44,905	$2.44M	0.0%	-9.2%	0.032%
7/16/2024	Envestnet Portfolio Solutions Inc.	7,279	$395K	0.0%	+39.2%	0.005%
7/16/2024	PGGM Investments	69,076	$3.75M	0.1%	+1.5%	0.050%
7/16/2024	Wealth Enhancement Advisory Services LLC	15,868	$861K	0.0%	+54.1%	0.011%
7/16/2024	Wedmont Private Capital	8,929	$477K	0.0%	+7.7%	0.006%
7/15/2024	Park National Corp OH	6,057	$328K	0.0%	-4.7%	0.004%
7/15/2024	Securian Asset Management Inc.	11,128	$603K	0.0%	-3.0%	0.008%
7/13/2024	Retirement Planning Group LLC	3,931	$213K	0.0%	N/A	0.003%
7/12/2024	Thrive Wealth Management LLC	4,040	$219K	0.0%	N/A	0.003%
7/12/2024	Sound Income Strategies LLC	208,233	$11.29M	0.7%	-23.6%	0.149%
7/12/2024	SG Americas Securities LLC	54,248	$2.94M	0.0%	N/A	0.039%
7/12/2024	QRG Capital Management Inc.	21,874	$1.19M	0.0%	-30.3%	0.016%
7/10/2024	Csenge Advisory Group	6,723	$365K	0.0%	+8.9%	0.005%
7/10/2024	Simplicity Wealth LLC	4,319	$234K	0.0%	-25.9%	0.003%
7/10/2024	CWM LLC	16,319	$885K	0.0%	+270.7%	0.012%
7/9/2024	Park Avenue Securities LLC	15,554	$844K	0.0%	+4.1%	0.011%
7/9/2024	Tealwood Asset Management Inc.	47,375	$2.57M	1.5%	-0.5%	0.034%
7/9/2024	Burns Matteson Capital Management LLC	7,646	$415K	0.2%	-8.9%	0.005%
Prepare for a Recession Unlike Any Other (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
7/8/2024	Versant Capital Management Inc	723	$39K	0.0%	+4,152.9%	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	154,795	$7.44M	0.0%	+11.0%	0.111%
5/28/2024	Boston Partners	3,270,919	$160.61M	0.2%	+30.2%	2.344%
5/24/2024	Cetera Advisors LLC	15,876	$780K	0.0%	+5.6%	0.011%
5/24/2024	Cetera Investment Advisers	37,373	$1.84M	0.0%	+575.7%	0.027%
5/24/2024	Invst LLC	17,017	$821K	0.1%	N/A	0.012%
5/24/2024	PGGM Investments	68,071	$3.34M	0.0%	-1.6%	0.049%
5/21/2024	Swedbank AB	215,461	$10.58M	0.0%	N/A	0.154%
5/20/2024	EMC Capital Management	5,512	$271K	0.2%	-36.3%	0.004%
5/17/2024	Comerica Bank	72,426	$3.56M	0.0%	+13.7%	0.052%
5/17/2024	Tidal Investments LLC	16,217	$796K	0.0%	-49.0%	0.012%
5/16/2024	Redwood Investment Management LLC	142,115	$6.98M	0.7%	+13.6%	0.102%
5/16/2024	California State Teachers Retirement System	144,926	$7.12M	0.0%	-6.8%	0.104%
5/16/2024	Janus Henderson Group PLC	94,270	$4.63M	0.0%	+24.5%	0.068%
5/16/2024	Caxton Associates LP	10,380	$510K	0.0%	N/A	0.007%
5/15/2024	Ascent Group LLC	18,451	$906K	0.1%	+2.8%	0.013%
5/15/2024	Public Employees Retirement System of Ohio	61,662	$3.03M	0.0%	-9.2%	0.044%
5/15/2024	Public Employees Retirement Association of Colorado	15,549	$764K	0.0%	-11.8%	0.011%
5/15/2024	Price T Rowe Associates Inc. MD	580,227	$28.50M	0.0%	+576.5%	0.416%
5/15/2024	Lazard Asset Management LLC	5,295,911	$260.08M	0.3%	+11.8%	3.796%
5/15/2024	Huber Capital Management LLC	23,318	$1.15M	0.3%	+14.8%	0.017%
5/14/2024	Rodgers Brothers Inc.	154,600	$7.59M	1.0%	-2.0%	0.111%
5/14/2024	Delap Wealth Advisory LLC	6,398	$314K	0.1%	N/A	0.005%
5/14/2024	Shell Asset Management Co.	6,863	$337K	0.0%	-3.6%	0.005%
5/14/2024	Burns Matteson Capital Management LLC	8,395	$412K	0.2%	-44.9%	0.006%
5/14/2024	Boulder Hill Capital Management LP	25,000	$1.23M	0.5%	N/A	0.018%
5/14/2024	CANADA LIFE ASSURANCE Co	159,847	$7.85M	0.0%	+5.4%	0.115%
5/14/2024	Round Hill Asset Management	63,299	$3.11M	1.9%	-1.1%	0.045%
5/14/2024	American International Group Inc.	185,503	$9.11M	0.0%	-5.0%	0.133%
5/13/2024	Seven Eight Capital LP	37,170	$1.83M	0.2%	+438.9%	0.027%
5/13/2024	O Shaughnessy Asset Management LLC	97,522	$4.79M	0.1%	+0.2%	0.070%
5/13/2024	Ameritas Investment Partners Inc.	30,767	$1.51M	0.1%	-3.2%	0.022%
5/11/2024	Covestor Ltd	1,771	$87K	0.1%	-10.6%	0.001%
5/11/2024	Edgestream Partners L.P.	64,129	$3.15M	0.2%	N/A	0.046%
5/10/2024	Ontario Teachers Pension Plan Board	32,549	$1.60M	0.0%	-50.1%	0.023%
5/10/2024	Vanguard Group Inc.	14,241,716	$699.41M	0.0%	-2.7%	10.208%
5/10/2024	Intech Investment Management LLC	27,053	$1.33M	0.0%	+3.0%	0.019%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	68,093	$3.28M	0.0%	+6.1%	0.049%
5/9/2024	Kingsview Wealth Management LLC	6,507	$320K	0.0%	-4.6%	0.005%
5/9/2024	SageView Advisory Group LLC	9,966	$489K	0.0%	+7.6%	0.007%
5/9/2024	Tradewinds LLC.	8,581	$421K	0.4%	N/A	0.006%
5/9/2024	State Board of Administration of Florida Retirement System	192,763	$9.47M	0.0%	+4.4%	0.138%
5/9/2024	Eagle Bay Advisors LLC	5,035	$249K	0.2%	+5.5%	0.004%
5/8/2024	Bleakley Financial Group LLC	5,835	$287K	0.0%	-17.7%	0.004%
5/8/2024	ProShare Advisors LLC	6,806	$334K	0.0%	-10.1%	0.005%
5/8/2024	US Bancorp DE	20,864	$1.03M	0.0%	-1.3%	0.015%
5/8/2024	Russell Investments Group Ltd.	49,650	$2.44M	0.0%	+42.3%	0.036%
5/8/2024	Qsemble Capital Management LP	6,823	$335K	0.1%	N/A	0.005%
5/8/2024	QRG Capital Management Inc.	31,367	$1.54M	0.0%	-10.9%	0.022%
5/7/2024	Sei Investments Co.	307,014	$15.08M	0.0%	+49.6%	0.220%
Prepare for a Recession Unlike Any Other (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
5/7/2024	Tectonic Advisors LLC	97,097	$4.77M	0.4%	+3.1%	0.070%
5/7/2024	Swiss National Bank	284,300	$13.96M	0.0%	-1.3%	0.204%
5/7/2024	Empowered Funds LLC	7,435	$365K	0.0%	-69.3%	0.005%
5/6/2024	LSV Asset Management	1,616,361	$79.38M	0.2%	-3.8%	1.159%
5/6/2024	Gallacher Capital Management LLC	18,879	$927K	0.5%	+112.3%	0.014%
5/6/2024	Texas Permanent School Fund Corp	122,107	$6.00M	0.0%	-1.8%	0.088%
5/4/2024	Csenge Advisory Group	6,173	$303K	0.0%	+38.3%	0.004%
5/4/2024	Richardson Financial Services Inc.	1,501	$74K	0.1%	+98.5%	0.001%
5/3/2024	GSA Capital Partners LLP	22,524	$1.11M	0.1%	+124.3%	0.016%
5/2/2024	Financial Counselors Inc.	194,170	$9.54M	0.2%	-1.0%	0.139%

(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, 466 institutional investors and hedge funds held shares of H&R Block. The most heavily invested institutionals were FMR LLC ($944.15M), Vanguard Group Inc. ($699.41M), BlackRock Inc. ($592.41M), Lazard Asset Management LLC ($260.08M), Charles Schwab Investment Management Inc. ($182.67M), Boston Partners ($160.61M), and Wellington Management Group LLP ($154.79M).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 383 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: FMR LLC ($8.37M), Boston Partners ($4.25M), Lazard Asset Management LLC ($2.07M), Robeco Institutional Asset Management B.V. ($1.79M), Norges Bank ($1.71M), Los Angeles Capital Management LLC ($1.46M), and Fuller & Thaler Asset Management Inc. ($1.45M).

How much institutional buying is happening at H&R Block?: Institutional investors have bought a total of 45,796,370 shares in the last 24 months. This purchase volume represents approximately $1.78B in transactions.
Which H&R Block major shareholders have been selling company stock?: Of the 250 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: Jupiter Asset Management Ltd. ($8.65M), Lazard Asset Management LLC ($4.19M), Artisan Partners Limited Partnership ($1.60M), Schroder Investment Management Group ($1.54M), Los Angeles Capital Management LLC ($1.29M), Vanguard Group Inc. ($1.17M), and Royce & Associates LP ($1.09M).
How much institutional selling is happening at H&R Block?: Institutional investors have sold a total of 38,112,942 shares in the last 24 months. This volume of shares sold represents approximately $1.49B in transactions.