Free Trial
→ Your Bank Account Is No Longer Safe (From Priority Gold) (Ad) Free HRB Stock Alerts

H&R Block (HRB) Institutional Ownership

H&R Block logo
$56.25 -0.51 (-0.90%)
As of 12:02 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
90.14%
Number of
Institutional Buyers
(last 12 months)
352
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
221
Total
Institutional 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.

Skip Chart & View Institutional Buying and Selling Data

HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025CWC Advisors LLC.10,610$582K0.3%+2.4%0.008%
7/10/2025Wealth Enhancement Advisory Services LLC29,354$1.65M0.0%+84.0%0.022%
7/10/2025Swedbank AB346,150$19M0.0%+21.3%0.259%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.2,955$162K0.0%N/A0.002%
7/9/2025 Harbor Capital Advisors Inc.1,409$77K0.0%+133.3%0.001%
7/8/2025 Gallacher Capital Management LLC8,502$467K0.2%+74.5%0.006%
6/18/2025Voya Investment Management LLC309,390$16.99M0.0%-8.4%0.231%
5/21/2025Geneos Wealth Management Inc.1,706$94K0.0%+20.7%0.001%
5/20/2025Intech Investment Management LLC112,109$6.16M0.1%-38.2%0.084%
5/20/2025Focus Partners Wealth19,180$1.05M0.0%-17.2%0.014%
5/19/2025SageView Advisory Group LLC7,251$398K0.0%-2.6%0.005%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC876,380$48.12M0.0%+6.6%0.655%
5/16/2025Empowered Funds LLC227,934$12.52M0.2%+13.7%0.170%
5/16/2025Ascent Group LLC16,901$928K0.0%+5.8%0.013%
5/16/2025United Services Automobile Association9,266$501K0.0%N/A0.007%
5/16/2025Caxton Associates LLP37,972$2.09M0.1%N/A0.028%
5/16/2025CTC Alternative Strategies Ltd.8,460$465K0.6%N/A0.006%
5/16/2025Goldman Sachs Group Inc.848,532$46.59M0.0%+15.2%0.634%
5/16/2025Jones Financial Companies Lllp11,423$627K0.0%+3.6%0.009%
5/16/2025Teza Capital Management LLC4,143$227K0.1%-55.0%0.003%
5/16/2025New Vernon Capital Holdings II LLC621,252$34.11M0.2%+5,391.0%0.464%
5/16/2025NewEdge Advisors LLC34,470$1.89M0.0%-5.8%0.026%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,191$119K0.0%+85.4%0.002%
5/16/2025Hancock Whitney Corp12,954$711K0.0%+8.5%0.010%
5/16/2025Clark Capital Management Group Inc.744,117$40.86M0.3%-2.6%0.556%
5/16/2025AQR Capital Management LLC1,789,040$97.36M0.1%-20.5%1.336%
5/16/2025Amundi86,799$4.94M0.0%-0.5%0.065%
5/15/2025Maverick Capital Ltd.37,265$2.05M0.0%N/A0.028%
5/15/2025Royal Bank of Canada1,244,858$68.36M0.0%+0.9%0.930%
5/15/2025Quarry LP2,290$126K0.0%-38.1%0.002%
5/15/2025Trexquant Investment LP126,891$6.97M0.1%N/A0.095%
5/15/2025Landscape Capital Management L.L.C.118,395$6.50M0.6%N/A0.088%
5/15/2025OMERS ADMINISTRATION Corp32,036$1.76M0.0%+20.4%0.024%
5/15/2025BNP Paribas Financial Markets623,998$34.26M0.0%+2.5%0.466%
5/14/2025Redwood Investment Management LLC92,654$5.09M0.6%-9.6%0.069%
5/14/2025FORA Capital LLC19,568$1.07M0.1%-3.7%0.015%
5/14/2025Corebridge Financial Inc.148,150$8.14M0.0%-4.7%0.111%
5/14/2025Comerica Bank104,048$5.71M0.0%-5.9%0.078%
5/14/2025MetLife Investment Management LLC75,526$4.15M0.0%-3.8%0.056%
5/14/2025Campbell & CO Investment Adviser LLC22,913$1.26M0.1%-50.8%0.017%
Your Bank Account Is No Longer Safe (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
5/14/2025Jump Financial LLC7,584$416K0.0%N/A0.006%
5/14/2025SVB Wealth LLC475$26K0.0%N/A0.000%
5/14/2025AlphaQuest LLC5,864$322K0.0%-48.5%0.004%
5/14/2025Cunning Capital Partners LP37,360$2.05M1.3%-0.6%0.028%
5/14/2025Kestra Advisory Services LLC27,561$1.51M0.0%+7.4%0.021%
5/14/2025Compound Planning Inc.3,860$212K0.0%N/A0.003%
5/14/2025Price T Rowe Associates Inc. MD976,797$53.64M0.0%+1.0%0.730%
5/14/2025Martingale Asset Management L P28,623$1.57M0.0%-2.1%0.021%
5/14/2025Dorsey & Whitney Trust CO LLC8,686$477K0.0%+5.6%0.006%
5/14/2025Hsbc Holdings PLC65,459$3.55M0.0%+184.8%0.049%
5/14/2025Fuller & Thaler Asset Management Inc.4,626,167$254.02M1.0%-1.6%3.455%
5/14/2025Quantbot Technologies LP20,320$1.12M0.0%N/A0.015%
5/14/2025Wellington Management Group LLP2,141,988$117.62M0.0%+5.9%1.600%
5/13/2025Northern Trust Corp2,608,496$143.23M0.0%+11.2%1.948%
5/13/2025Brooklyn Investment Group513$28K0.0%+72.1%0.000%
5/13/2025Corient IA LLC4,000$220K0.2%N/A0.003%
5/13/2025Round Hill Asset Management56,205$3.09M2.2%-4.9%0.042%
5/13/2025Raymond James Financial Inc.201,432$11.06M0.0%-0.8%0.150%
5/13/2025Cresset Asset Management LLC8,522$471K0.0%-11.1%0.006%
5/13/2025State of New Jersey Common Pension Fund D44,945$2.47M0.0%-11.7%0.034%
5/13/2025American Century Companies Inc.49,408$2.71M0.0%-52.2%0.037%
5/13/2025Ethic Inc.18,249$1.03M0.0%+30.4%0.014%
5/13/2025Brandywine Global Investment Management LLC82,224$4.52M0.0%-4.2%0.061%
5/13/2025Liontrust Investment Partners LLP320,767$17.61M0.3%+9.5%0.240%
5/13/2025Dimensional Fund Advisors LP2,282,452$125.32M0.0%-2.3%1.705%
5/13/2025Trivium Point Advisory LLC8,752$481K0.1%-4.5%0.007%
5/13/2025Sei Investments Co.394,748$21.56M0.2%+6.2%0.295%
5/13/2025Boston Partners3,767,912$206.95M0.3%-16.3%2.814%
5/13/2025MSH Capital Advisors LLC17,767$976K0.3%+1.3%0.013%
5/13/2025LGT Group Foundation39,321$2.16M0.0%+59.8%0.029%
5/13/2025Russell Investments Group Ltd.25,922$1.42M0.0%+89.6%0.019%
5/13/2025HighTower Advisors LLC17,041$936K0.0%-11.2%0.013%
5/13/2025 Taylor Hoffman Capital Management LLC4,972$280K0.1%N/A0.004%
5/12/2025CCM Investment Group LLC15,614$845K0.1%N/A0.012%
5/12/2025Aigen Investment Management LP15,625$858K0.1%N/A0.012%
5/12/2025Entropy Technologies LP23,991$1.32M0.1%N/A0.018%
5/12/2025Invesco Ltd.419,003$23.01M0.0%-73.4%0.313%
5/12/2025Covestor Ltd1,356$75K0.1%+21.8%0.001%
5/12/2025Measured Wealth Private Client Group LLC25,277$1.39M0.4%+12.9%0.019%
5/12/2025Townsquare Capital LLC11,554$634K0.0%-9.9%0.009%
5/12/2025National Bank of Canada FI4,050$222K0.0%-15.3%0.003%
5/12/2025Swiss National Bank265,500$14.58M0.0%-3.3%0.198%
5/12/2025Maryland State Retirement & Pension System6,486$356K0.0%-18.2%0.005%
5/9/2025Deutsche Bank AG47,675$2.62M0.0%+7.4%0.036%
5/9/2025Ontario Teachers Pension Plan Board58,536$3.21M0.0%+139.3%0.044%
5/9/2025Charles Schwab Investment Management Inc.1,688,751$92.73M0.0%-67.6%1.262%
5/9/2025Vanguard Group Inc.14,168,986$778.02M0.0%-0.6%10.586%
5/9/2025Annis Gardner Whiting Capital Advisors LLC2,270$125K0.1%+3,142.9%0.002%
5/9/2025New Age Alpha Advisors LLC29,064$1.60M0.1%-6.6%0.022%
5/9/2025Ruffer LLP98,621$5.42M0.2%+24.0%0.074%
Your Bank Account Is No Longer Safe (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
5/9/2025Silver Coast Investments LLC6,096$335K0.1%+25.0%0.005%
5/9/2025NewEdge Wealth LLC1,010,446$55.48M1.0%-7.8%0.755%
5/9/2025Raiffeisen Bank International AG7,503$406K0.0%+46.7%0.006%
5/9/2025Bank of Nova Scotia5,709$313K0.0%-7.5%0.004%
5/9/2025PNC Financial Services Group Inc.18,431$1.01M0.0%-8.7%0.014%
5/9/2025LSV Asset Management1,667,652$91.57M0.2%+14.3%1.246%
5/8/2025Commerce Bank55,747$3.06M0.0%+1.3%0.042%
5/8/2025Jefferies Financial Group Inc.17,499$961K0.0%+267.8%0.013%
5/8/2025Lindenwold Advisors INC5,610$308K0.2%-19.7%0.004%
5/8/2025Alberta Investment Management Corp42,100$2.31M0.0%-53.2%0.031%
(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, 542 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 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 463 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 ($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 19,806,521 shares in the last 24 months. This purchase volume represents approximately $1.09B in transactions.

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

Of the 221 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. ($3.53M), Pacer Advisors Inc. ($2.18M), Wellington Management Group LLP ($1.34M), Invesco Ltd. ($1.16M), Squarepoint Ops LLC ($800.26K), and Boston Partners ($732.64K).

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

Institutional investors have sold a total of 22,595,612 shares in the last 24 months. This volume of shares sold represents approximately $1.27B in transactions.


Related Companies

This page (NYSE:HRB) was last updated on 7/11/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Hedge fund legend humiliates Bitcoin traders
Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...
Brownstone Research | Sponsored
How to Collect Up To $5,917/mo From Trump’s Made In USA Boom
How to Collect Up To $5,917/mo From Trump's Made In USA Boom Thanks to President Trump's America-First poli...
Investors Alley | Sponsored
3..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 | Sponsored