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 609 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 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
|
$853 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
|
$746 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
|
$273 Million
0.05% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,500,552
shares
|
$236 Million
0.31% of portfolio
|
Q4 2024
Added 58.46%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,491,366
shares
|
$235 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
4,178,543
shares
|
$219 Million
1.06% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
2,735,189
shares
|
$143 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
|
$136 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,335,353
shares
|
$122 Million
0.03% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,168,595
shares
|
$113 Million
0.01% of portfolio
|
Q3 2024
Added 117.32%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,153,627
shares
|
$113 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,129,878
shares
|
$111 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Feb 12, 2025 Q4 2024 |
2,050,678
shares
|
$107 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%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,889,445
shares
|
$98.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,574,552
shares
|
$82.4 Million
0.02% of portfolio
|
Q4 2024
Added 26.54%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,458,633
shares
|
$76.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,232,283
shares
|
$64.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,208,108
shares
|
$63.2 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
|
$57.3 Million
1.04% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Norges Bank
Oslo, Q8 |
Feb 12, 2025 Q4 2024 |
1,083,509
shares
|
$56.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
972,342
shares
|
$50.9 Million
0.01% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
884,714
shares
|
$46.3 Million
0.86% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
758,713
shares
|
$39.7 Million
0.34% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
736,405
shares
|
$38.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.71%
|