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 624 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $4.64 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
|
$722 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
13,659,775
shares
|
$605 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,160,625
shares
|
$184 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
4,093,908
shares
|
$181 Million
0.72% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,886,544
shares
|
$172 Million
0.22% of portfolio
|
Q3 2025
Added 20.18%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,213,177
shares
|
$142 Million
0.23% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,963,343
shares
|
$131 Million
0.01% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,750,413
shares
|
$122 Million
0.02% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,593,290
shares
|
$115 Million
0.09% of portfolio
|
Q3 2025
Added 60.35%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
2,439,476
shares
|
$108 Million
0.03% of portfolio
|
Q3 2025
Added 1858.29%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,316,404
shares
|
$103 Million
0.03% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,304,245
shares
|
$102 Million
0.02% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,990,367
shares
|
$88.1 Million
0.07% of portfolio
|
Q3 2025
Added 24.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,828,829
shares
|
$81 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,635,448
shares
|
$72.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,595,392
shares
|
$70.6 Million
0.01% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,478,551
shares
|
$65.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
1,396,179
shares
|
$61.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.89%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
1,198,558
shares
|
$53.1 Million
0.07% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
1,066,857
shares
|
$47.2 Million
0.01% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,039,119
shares
|
$46 Million
0.06% of portfolio
|
Q3 2025
Reduced 40.65%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
938,537
shares
|
$41.5 Million
0.04% of portfolio
|
Q3 2025
Added 26.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
896,224
shares
|
$39.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
862,872
shares
|
$38.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.28%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
857,095
shares
|
$37.9 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.9%
|
|