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 611 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $5.77 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
|
$857 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
14,253,276
shares
|
$750 Million
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
5,219,462
shares
|
$275 Million
0.05% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
4,701,896
shares
|
$247 Million
0.96% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,594,421
shares
|
$242 Million
0.01% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,500,552
shares
|
$237 Million
0.31% of portfolio
|
Q4 2024
Added 58.46%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
2,735,189
shares
|
$144 Million
0.36% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
2,600,772
shares
|
$137 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,585,026
shares
|
$136 Million
0.22% of portfolio
|
Q4 2024
Added 36.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,345,222
shares
|
$123 Million
0.02% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,335,353
shares
|
$123 Million
0.03% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
2,250,059
shares
|
$118 Million
0.16% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,171,363
shares
|
$114 Million
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
2,050,678
shares
|
$108 Million
0.09% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
2,022,478
shares
|
$106 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,574,552
shares
|
$82.8 Million
0.02% of portfolio
|
Q4 2024
Added 26.54%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,458,633
shares
|
$76.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,234,187
shares
|
$64.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,208,108
shares
|
$63.5 Million
0.09% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
1,095,712
shares
|
$57.6 Million
1.04% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
1,083,509
shares
|
$57 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
967,369
shares
|
$50.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
914,884
shares
|
$48.1 Million
0.0% of portfolio
|
Q4 2024
Added 88.33%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
884,714
shares
|
$46.5 Million
0.86% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
823,491
shares
|
$43.3 Million
0.01% of portfolio
|
Q4 2024
Added 375.48%
|