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 626 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
876,380
shares
|
$48.6 Million
0.01% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
876,154
shares
|
$48.6 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
848,532
shares
|
$47.1 Million
0.01% of portfolio
|
Q1 2025
Added 15.23%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
828,396
shares
|
$45.9 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
813,898
shares
|
$45.1 Million
0.07% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
744,117
shares
|
$41.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
739,555
shares
|
$41 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
737,997
shares
|
$40.9 Million
0.76% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
735,757
shares
|
$40.8 Million
0.3% of portfolio
|
Q1 2025
Added 52.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
703,672
shares
|
$39 Million
0.01% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
656,413
shares
|
$36.4 Million
0.03% of portfolio
|
Q1 2025
Added 68.33%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
649,361
shares
|
$36 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
648,073
shares
|
$35.9 Million
0.01% of portfolio
|
Q1 2025
Added 355.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
638,890
shares
|
$35.4 Million
0.01% of portfolio
|
Q1 2025
Added 26.1%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
May 15, 2025 Q1 2025 |
621,252
shares
|
$34.4 Million
0.26% of portfolio
|
Q1 2025
Added 5391.0%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
607,753
shares
|
$33.7 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
561,218
shares
|
$31.1 Million
1.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Blue Whale Capital LLP
London, X0 |
May 14, 2025 Q1 2025 |
560,907
shares
|
$31.1 Million
2.99% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
524,765
shares
|
$29.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
524,443
shares
|
$29.1 Million
0.14% of portfolio
|
Q1 2025
Added 19.06%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
493,502
shares
|
$27.4 Million
0.07% of portfolio
|
Q1 2025
Added 579.58%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
482,937
shares
|
$26.8 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Prevatt Capital LTD
Nassau, C5 |
May 15, 2025 Q1 2025 |
460,000
shares
|
$25.5 Million
8.31% of portfolio
|
Q1 2024
Added 27.78%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
419,003
shares
|
$23.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.39%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
406,117
shares
|
$22.5 Million
0.02% of portfolio
|
Q4 2024
Added 1.02%
|