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 527 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
16,631,174
shares
|
$826 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
14,241,716
shares
|
$707 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
5,496,644
shares
|
$273 Million
0.01% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 14, 2024 Q1 2024 |
5,295,911
shares
|
$263 Million
0.32% of portfolio
|
Q1 2024
Added 11.78%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
4,655,402
shares
|
$231 Million
0.05% of portfolio
|
Q1 2024
Added 23.27%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
3,373,712
shares
|
$167 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Partners
Boston, MA |
May 28, 2024 Q1 2024 |
3,270,919
shares
|
$162 Million
0.2% of portfolio
|
Q1 2024
Added 30.21%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2024 Q1 2024 |
3,156,128
shares
|
$157 Million
0.68% of portfolio
|
Q1 2024
Added 20.46%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
2,617,851
shares
|
$130 Million
0.01% of portfolio
|
Q1 2024
Added 12.07%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
2,460,625
shares
|
$122 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
2,003,457
shares
|
$99.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.7%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 15, 2024 Q1 2024 |
1,806,902
shares
|
$89.7 Million
0.08% of portfolio
|
Q1 2024
Added 2.16%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 10, 2024 Q1 2024 |
1,798,920
shares
|
$89.3 Million
0.23% of portfolio
|
Q1 2024
Added 14.28%
|
|
|
Lsv Asset Management
Chicago, IL |
May 06, 2024 Q1 2024 |
1,616,361
shares
|
$80.2 Million
0.16% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2024 Q1 2024 |
1,525,201
shares
|
$75.7 Million
0.13% of portfolio
|
Q1 2024
Reduced 33.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
1,507,037
shares
|
$74.8 Million
0.01% of portfolio
|
Q1 2024
Added 93.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,285,031
shares
|
$63.8 Million
0.01% of portfolio
|
Q1 2024
Added 31.12%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,124,100
shares
|
$55.8 Million
0.0% of portfolio
|
Q1 2024
Added 7.73%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
1,092,326
shares
|
$54.2 Million
0.01% of portfolio
|
Q1 2024
Added 95.75%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
944,344
shares
|
$46.9 Million
1.02% of portfolio
|
Q1 2024
Reduced 16.72%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2024 Q1 2024 |
869,209
shares
|
$43.1 Million
0.16% of portfolio
|
Q1 2024
Added 94.01%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
858,494
shares
|
$42.6 Million
0.01% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2024 Q1 2024 |
837,209
shares
|
$41.6 Million
0.07% of portfolio
|
Q1 2024
Added 3489.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
776,920
shares
|
$38.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 29.03%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2024 Q1 2024 |
719,371
shares
|
$35.7 Million
0.27% of portfolio
|
Q1 2024
Added 62.14%
|
|