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 624 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $5.63 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
|
$838 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
13,842,573
shares
|
$712 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
4,432,672
shares
|
$228 Million
0.9% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,221,017
shares
|
$217 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
3,233,854
shares
|
$166 Million
0.21% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,186,469
shares
|
$164 Million
0.28% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,849,655
shares
|
$147 Million
0.01% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,480,832
shares
|
$128 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,260,257
shares
|
$116 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,252,526
shares
|
$116 Million
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,054,586
shares
|
$106 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
1,834,417
shares
|
$94.3 Million
0.02% of portfolio
|
Q2 2025
Added 187.13%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
1,782,215
shares
|
$91.6 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,750,760
shares
|
$90 Million
0.1% of portfolio
|
Q2 2025
Added 21.75%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,635,983
shares
|
$84.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
1,617,221
shares
|
$83.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,609,281
shares
|
$82.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,598,656
shares
|
$82.2 Million
0.06% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,548,538
shares
|
$79.6 Million
0.01% of portfolio
|
Q2 2025
Added 82.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,503,106
shares
|
$77.3 Million
0.02% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,134,593
shares
|
$58.3 Million
0.05% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,091,626
shares
|
$56.1 Million
0.07% of portfolio
|
Q2 2025
Added 24.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,012,087
shares
|
$52 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.89%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
986,597
shares
|
$50.7 Million
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
954,198
shares
|
$49.1 Million
0.88% of portfolio
|
Q2 2025
Reduced 5.57%
|