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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
754,287
shares
|
$41.7 Million
0.0% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
698,101
shares
|
$38.6 Million
0.01% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
656,701
shares
|
$36.3 Million
0.07% of portfolio
|
Q3 2024
Added 2519.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
587,982
shares
|
$32.5 Million
0.01% of portfolio
|
Q3 2024
Added 541.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
570,100
shares
|
$31.5 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 13, 2024 Q3 2024 |
564,200
shares
|
$31.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Blue Whale Capital LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
511,482
shares
|
$28.2 Million
2.81% of portfolio
|
Q3 2024
Reduced 31.11%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
499,541
shares
|
$27.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
485,783
shares
|
$26.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.15%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
476,239
shares
|
$26.3 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Prevatt Capital LTD
Nassau, C5 |
Nov 14, 2024 Q3 2024 |
460,000
shares
|
$25.4 Million
9.62% of portfolio
|
Q1 2024
Added 27.78%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
429,134
shares
|
$23.7 Million
0.03% of portfolio
|
Q3 2024
Added 70.57%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
410,311
shares
|
$22.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
337,654
shares
|
$18.6 Million
0.03% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
330,760
shares
|
$18.3 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.29%
|
|
|
Retirement Systems Of Alabama
|
Dec 06, 2024 Q3 2024 |
326,807
shares
|
$18 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
323,552
shares
|
$17.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.41%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
313,944
shares
|
$17.3 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2024 Q3 2024 |
309,664
shares
|
$17.1 Million
0.11% of portfolio
|
Q3 2024
Added 96.38%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
300,432
shares
|
$16.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
290,515
shares
|
$16 Million
0.01% of portfolio
|
Q3 2024
Added 227.06%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2024 Q3 2024 |
285,382
shares
|
$15.8 Million
0.02% of portfolio
|
Q2 2022
Reduced 79.58%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
272,300
shares
|
$15 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
256,740
shares
|
$14.2 Million
0.11% of portfolio
|
Q3 2024
Added 26.84%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2024 Q3 2024 |
255,400
shares
|
$14.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|