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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
87,670
shares
|
$4.84 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.21%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
87,532
shares
|
$4.83 Million
0.02% of portfolio
|
Q3 2024
Added 114.56%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
86,421
shares
|
$4.77 Million
0.02% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
86,175
shares
|
$4.76 Million
0.01% of portfolio
|
Q3 2024
Added 86.59%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
85,933
shares
|
$4.75 Million
0.0% of portfolio
|
Q3 2024
Added 39868.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
84,343
shares
|
$4.66 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
83,327
shares
|
$4.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.42%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
82,600
shares
|
$4.56 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
82,237
shares
|
$4.54 Million
0.01% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
80,250
shares
|
$4.43 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
80,055
shares
|
$4.42 Million
0.03% of portfolio
|
Q3 2024
Reduced 41.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
79,690
shares
|
$4.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
79,569
shares
|
$4.39 Million
0.01% of portfolio
|
Q3 2022
Added 1.13%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
76,350
shares
|
$4.22 Million
0.43% of portfolio
|
Q3 2024
Reduced 31.0%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
75,445
shares
|
$4.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
73,377
shares
|
$4.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
73,365
shares
|
$4.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
72,110
shares
|
$3.98 Million
0.12% of portfolio
|
Q3 2024
Added 413.13%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
70,093
shares
|
$3.87 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
66,125
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
64,969
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
63,712
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2024
Added 55.16%
|
|
|
Eam Investors, LLC
Solana Beach, CA |
Nov 13, 2024 Q3 2024 |
63,595
shares
|
$3.51 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
62,859
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
61,311
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 62.0%
|