Institutional Ownership H&R Block Inc (HRB)
This table provides information about the institutional ownership of H&R Block Inc (HRB). We have compiled data on the 596 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $5.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
16,299,068
shares
|
$900 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
14,217,331
shares
|
$785 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,936,829
shares
|
$273 Million
0.06% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,491,366
shares
|
$248 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
4,178,543
shares
|
$231 Million
1.06% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,840,233
shares
|
$157 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,614,941
shares
|
$144 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,335,711
shares
|
$129 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.63%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
2,305,109
shares
|
$127 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
2,258,297
shares
|
$125 Million
0.34% of portfolio
|
Q3 2024
Reduced 17.53%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,168,595
shares
|
$120 Million
0.01% of portfolio
|
Q3 2024
Added 117.32%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,153,627
shares
|
$119 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,129,878
shares
|
$118 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,889,445
shares
|
$104 Million
0.18% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,818,583
shares
|
$100 Million
0.1% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,525,151
shares
|
$84.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,244,273
shares
|
$68.7 Million
0.02% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,232,283
shares
|
$68.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,130,149
shares
|
$62.4 Million
0.11% of portfolio
|
Q3 2024
Added 140.28%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
982,496
shares
|
$54.3 Million
1.15% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
972,342
shares
|
$53.7 Million
0.01% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
952,811
shares
|
$52.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.55%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
786,854
shares
|
$43.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
777,264
shares
|
$42.9 Million
0.86% of portfolio
|
Q3 2024
Added 1630.91%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
758,713
shares
|
$41.9 Million
0.34% of portfolio
|
Q3 2024
Added 3.07%
|