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MSFT   413.64 (+1.45%)
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TSLA   201.88 (-0.08%)
NVDA   791.12 (+1.87%)
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AMD   192.53 (+9.06%)
BABA   74.02 (-0.76%)
T   16.93 (-0.18%)
F   12.43 (+1.06%)
MU   90.61 (+1.00%)
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GE   156.83 (+0.78%)
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QQQ   439.00 (+0.86%)
AAPL   180.75 (-0.37%)
MSFT   413.64 (+1.45%)
META   490.13 (+1.26%)
GOOGL   138.46 (+1.53%)
AMZN   176.76 (+2.08%)
TSLA   201.88 (-0.08%)
NVDA   791.12 (+1.87%)
NIO   5.74 (+5.71%)
AMD   192.53 (+9.06%)
BABA   74.02 (-0.76%)
T   16.93 (-0.18%)
F   12.43 (+1.06%)
MU   90.61 (+1.00%)
CGC   3.29 (-2.08%)
GE   156.83 (+0.78%)
DIS   111.51 (+0.64%)
AMC   4.34 (-13.21%)
PFE   26.55 (-1.81%)
PYPL   60.34 (+0.15%)
XOM   104.52 (+0.19%)
QQQ   439.00 (+0.86%)
AAPL   180.75 (-0.37%)
MSFT   413.64 (+1.45%)
META   490.13 (+1.26%)
GOOGL   138.46 (+1.53%)
AMZN   176.76 (+2.08%)
TSLA   201.88 (-0.08%)
NVDA   791.12 (+1.87%)
NIO   5.74 (+5.71%)
AMD   192.53 (+9.06%)
BABA   74.02 (-0.76%)
T   16.93 (-0.18%)
F   12.43 (+1.06%)
MU   90.61 (+1.00%)
CGC   3.29 (-2.08%)
GE   156.83 (+0.78%)
DIS   111.51 (+0.64%)
AMC   4.34 (-13.21%)
PFE   26.55 (-1.81%)
PYPL   60.34 (+0.15%)
XOM   104.52 (+0.19%)
QQQ   439.00 (+0.86%)
AAPL   180.75 (-0.37%)
MSFT   413.64 (+1.45%)
META   490.13 (+1.26%)
GOOGL   138.46 (+1.53%)
AMZN   176.76 (+2.08%)
TSLA   201.88 (-0.08%)
NVDA   791.12 (+1.87%)
NIO   5.74 (+5.71%)
AMD   192.53 (+9.06%)
BABA   74.02 (-0.76%)
T   16.93 (-0.18%)
F   12.43 (+1.06%)
MU   90.61 (+1.00%)
CGC   3.29 (-2.08%)
GE   156.83 (+0.78%)
DIS   111.51 (+0.64%)
AMC   4.34 (-13.21%)
PFE   26.55 (-1.81%)
PYPL   60.34 (+0.15%)
XOM   104.52 (+0.19%)

H&R Block (HRB) Institutional Ownership

$48.94
-0.83 (-1.67%)
(As of 02/29/2024 ET)

Institutional Ownership Changes (13F Filings) for H&R Block (NYSE:HRB)

Current
Institutional Ownership
Percentage
90.89%
Number of
Institutional Buyers
(last 12 months)
292
Total
Institutional Inflows
(last 12 months)
$1.04 B
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$823.07 M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/28/2024American International Group Inc.195,254$9.44M0.0%-9.4%0.140%
2/28/2024EP Wealth Advisors LLC4,283$0.21M0.0%N/A0.003%
2/26/2024Teachers Retirement System of The State of Kentucky50,998$2.47M0.0%-4.5%0.037%
2/22/2024Auxier Asset Management49,875$2.41M0.4%-6.9%0.036%
2/16/2024Price T Rowe Associates Inc. MD85,770$4.15M0.0%+4.9%0.061%
2/16/2024SageView Advisory Group LLC9,266$0.44M0.0%N/A0.007%
2/16/2024Optimist Retirement Group LLC51,751$2.50M1.6%N/A0.037%
2/16/2024GSA Capital Partners LLP10,043$0.49M0.0%-16.9%0.007%
2/16/2024Public Employees Retirement System of Ohio67,946$3.29M0.0%-1.6%0.049%
2/15/2024Mercer Global Advisors Inc. ADV46,908$2.27M0.0%-39.1%0.034%
2/15/2024Westshore Wealth LLC4,501$0.22M0.1%N/A0.003%
2/15/2024Townsquare Capital LLC8,435$0.41M0.0%+31.0%0.006%
2/15/2024Legal & General Group Plc252,614$12.22M0.0%-1.3%0.181%
2/15/2024Atlas Capital Advisors LLC1,363$66K0.0%+909.6%0.001%
2/15/2024Vanguard Group Inc.14,641,461$708.21M0.0%-2.6%10.494%
2/15/2024Voloridge Investment Management LLC448,019$21.67M0.1%-40.5%0.321%
2/15/2024Voya Investment Management LLC267,627$12.95M0.0%-1.5%0.192%
2/15/2024Vident Advisory LLC10,239$0.50M0.0%N/A0.007%
2/15/2024Nuveen Asset Management LLC848,092$41.03M0.0%-6.0%0.608%
2/15/2024Price T Rowe Associates Inc. MD85,770$4.15M0.0%+4.9%0.061%
2/15/2024Profund Advisors LLC4,673$0.23M0.0%N/A0.003%
2/15/2024Healthcare of Ontario Pension Plan Trust Fund58,000$2.81M0.0%N/A0.042%
2/15/2024Brevan Howard Capital Management LP11,658$0.56M0.0%N/A0.008%
2/15/2024Comerica Bank63,677$3.08M0.0%-4.2%0.046%
2/14/2024Royal Bank of Canada980,017$47.40M0.0%+274.4%0.702%
2/14/2024Pathstone Holdings LLC23,746$1.15M0.0%N/A0.017%
2/14/2024Kestra Advisory Services LLC24,058$1.16M0.0%+8.8%0.017%
2/14/2024Point72 Europe London LLP26,359$1.28M0.2%N/A0.019%
2/14/2024Creative Planning43,210$2.09M0.0%+4.0%0.031%
2/14/2024Redwood Investment Management LLC125,101$6.05M0.6%+239.4%0.090%
2/14/2024Putnam Investments LLC87,675$4.24M0.0%-35.6%0.063%
2/14/2024Ethic Inc.16,104$0.78M0.0%-10.1%0.012%
2/14/2024BOKF NA583$28K0.0%N/A0.000%
2/14/2024Bridgewater Associates LP381,030$18.43M0.1%+15.4%0.273%
2/14/2024Balyasny Asset Management L.P.6,440$0.31M0.0%N/A0.005%
2/14/2024Sage Rock Capital Management LP3,300$0.16M0.6%N/A0.002%
2/14/2024Cresset Asset Management LLC12,339$0.60M0.0%+5.8%0.009%
2/14/2024State of Tennessee Treasury Department39,000$1.89M0.0%N/A0.028%
2/14/2024Sei Investments Co.205,272$9.93M0.0%+33.9%0.147%
2/14/2024Shell Asset Management Co.7,120$0.34M0.0%-23.1%0.005%
2/14/2024Seven Eight Capital LP6,897$0.33M0.0%-88.8%0.005%
2/14/2024Schroder Investment Management Group320,958$15.53M0.0%-60.7%0.230%
2/13/2024Envestnet Asset Management Inc.57,529$2.78M0.0%+60.0%0.041%
2/13/2024Northern Trust Corp2,218,638$107.32M0.0%+2.0%1.590%
2/13/2024Pinebridge Investments L.P.11,027$0.53M0.0%-10.7%0.008%
2/13/2024American International Group Inc.195,254$9.44M0.1%-9.4%0.140%
2/13/2024Public Employees Retirement Association of Colorado17,620$0.85M0.0%+194.7%0.013%
2/13/2024Crossmark Global Holdings Inc.95,978$4.64M0.1%+35.4%0.069%
2/13/2024Tower Research Capital LLC TRC 9,800$0.47M0.0%-3.1%0.007%
2/13/2024First Trust Advisors LP339,254$16.41M0.0%+156.1%0.243%
2/13/2024Goldman Sachs Group Inc.1,094,791$52.96M0.0%-7.4%0.785%
2/13/2024CIBC Asset Management Inc4,207$0.20M0.0%N/A0.003%
2/13/2024The Manufacturers Life Insurance Company 116,868$5.65M0.0%-7.8%0.084%
2/13/2024Dorsey Wright & Associates22,663$1.10M0.3%N/A0.016%
2/13/2024KBC Group NV2,736$0.13M0.0%N/A0.002%
2/13/2024Prevatt Capital Ltd360,000$17.41M6.4%N/A0.258%
2/13/2024Blue Whale Capital LLP405,000$19.59M2.5%+636.4%0.290%
2/13/2024California State Teachers Retirement System155,474$7.52M0.0%-8.2%0.111%
2/12/2024Bank of Nova Scotia8,521$0.41M0.0%-22.7%0.006%
2/12/2024TFO Wealth Partners LLC1,273$62K0.0%+42,333.3%0.001%
2/12/2024Treasurer of the State of North Carolina67,737$3.28M0.0%-23.6%0.049%
2/12/2024Focus Financial Network Inc. ADV6,468$0.32M0.0%N/A0.005%
2/12/2024Stifel Financial Corp51,956$2.51M0.0%+1.6%0.037%
2/12/2024Human Investing LLC45,030$2.18M0.5%-11.8%0.032%
2/12/2024United Services Automobile Association12,759$0.62M0.0%+12.1%0.009%
2/12/2024Hsbc Holdings PLC101,437$4.90M0.0%-9.5%0.073%
2/9/2024Intech Investment Management LLC26,269$1.27M0.0%+52.4%0.019%
2/9/2024Advisory Services Network LLC1,713$83K0.0%N/A0.001%
2/9/2024Orion Portfolio Solutions LLC13,298$0.63M0.0%N/A0.010%
2/9/2024SageView Advisory Group LLC9,266$0.44M0.0%N/A0.007%
2/9/2024Commerce Bank46,705$2.26M0.0%+1.3%0.033%
2/9/2024US Bancorp DE21,149$1.02M0.0%-3.6%0.015%
2/9/2024Cambridge Investment Research Advisors Inc.15,788$0.76M0.0%-33.7%0.011%
2/9/20241620 Investment Advisors Inc.9,717$0.47M0.5%N/A0.007%
2/9/2024Ontario Teachers Pension Plan Board65,196$3.15M0.0%+32.0%0.047%
2/9/2024Franklin Resources Inc.185,226$8.96M0.0%+70.5%0.133%
2/9/2024Assetmark Inc.880$43K0.0%N/A0.001%
2/9/2024Corient Private Wealth LLC156,036$7.55M0.0%+0.7%0.112%
2/9/2024D.A. Davidson & CO.8,325$0.40M0.0%N/A0.006%
2/9/2024PNC Financial Services Group Inc.20,103$0.97M0.0%+27.6%0.014%
2/9/2024Norges Bank1,707,778$82.61M0.0%N/A1.224%
2/8/2024Robeco Institutional Asset Management B.V.461,386$0.22M0.0%-3.4%0.321%
2/8/2024Securian Asset Management Inc.12,146$0.59M0.0%-5.8%0.008%
2/8/2024Vanguard Personalized Indexing Management LLC18,796$0.91M0.0%+88.2%0.013%
2/8/2024Sumitomo Mitsui Financial Group Inc.20,747$1M0.0%+88.6%0.014%
2/7/2024Boston Partners2,512,092$121.50M0.2%-1.3%1.745%
2/7/2024Principal Financial Group Inc.532,516$25.76M0.0%-5.9%0.370%
2/7/2024Envestnet Portfolio Solutions Inc.5,158$0.25M0.0%-6.7%0.004%
2/7/2024Dimensional Fund Advisors LP2,469,698$119.46M0.0%+3.3%1.716%
2/7/2024QRG Capital Management Inc.35,187$1.70M0.0%-38.8%0.024%
2/7/2024AGF Management Ltd.60,697$2.94M0.0%-20.3%0.042%
2/7/2024BNP Paribas Financial Markets782,288$37.84M0.0%+415.0%0.544%
2/7/2024Teacher Retirement System of Texas105,363$5.10M0.0%+53.0%0.073%
2/7/2024Versor Investments LP13,149$0.64M0.1%+10.9%0.009%
2/7/2024Principal Securities Inc.2,610$0.13M0.0%N/A0.002%
2/7/2024Gladius Capital Management LP3,657$0.18M0.0%N/A0.003%
2/6/2024Charles Schwab Investment Management Inc.3,776,597$182.67M0.0%-1.8%2.624%
2/6/2024Private Advisor Group LLC9,079$0.44M0.0%N/A0.006%
2/6/2024Gallacher Capital Management LLC8,894$0.43M0.2%-11.4%0.006%
2/6/2024National Bank of Canada FI2,743$0.13M0.0%-26.7%0.002%
(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, 516 institutional investors and hedge funds held shares of H&R Block. The most heavily invested institutionals were FMR LLC ($944.15M), Vanguard Group Inc. ($708.21M), BlackRock Inc. ($592.41M), Lazard Asset Management LLC ($272.61M), State Street Corp ($192.73M), Charles Schwab Investment Management Inc. ($182.67M), and Wellington Management Group LLP ($154.26M).Learn more on HRB's institutional investors.

What percentage of H&R Block stock is owned by institutional investors?

90.89% 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 440 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 ($3.57M), Norges Bank ($3.30M), Lazard Asset Management LLC ($2.56M), Charles Schwab Investment Management Inc. ($2.46M), Robeco Institutional Asset Management B.V. ($1.79M), and AQR Capital Management LLC ($1.70M).

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

Institutional investors have bought a total of 60,367,534 shares in the last 24 months. This purchase volume represents approximately $2.22B in transactions.

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

Of the 295 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. ($8.67M), Vanguard Group Inc. ($5.61M), Lazard Asset Management LLC ($4.19M), BlackRock Inc. ($3.45M), State Street Corp ($2.05M), First Trust Advisors LP ($1.75M), and Artisan Partners Limited Partnership ($1.60M).

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

Institutional investors have sold a total of 57,828,506 shares in the last 24 months. This volume of shares sold represents approximately $2.09B in transactions.


This page (NYSE:HRB) was last updated on 2/29/2024 by MarketBeat.com Staff