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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
843,376
shares
|
$37.3 Million
0.65% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
834,346
shares
|
$36.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 26.46%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
784,198
shares
|
$34.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
758,971
shares
|
$33.6 Million
0.0% of portfolio
|
Q3 2025
Added 52.61%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
749,298
shares
|
$33.2 Million
0.01% of portfolio
|
Q3 2025
Added 335.39%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
692,945
shares
|
$30.7 Million
0.01% of portfolio
|
Q3 2025
Added 35.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
649,834
shares
|
$28.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.12%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
649,361
shares
|
$28.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
606,262
shares
|
$26.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
560,065
shares
|
$24.8 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
559,387
shares
|
$24.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 15.69%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
445,334
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2025
Added 16.05%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
432,268
shares
|
$19.1 Million
0.02% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
411,450
shares
|
$18.2 Million
0.12% of portfolio
|
Q3 2025
Added 32.54%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
392,977
shares
|
$17.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
386,790
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Prevatt Capital LTD
Nassau, C5 |
Nov 13, 2025 Q3 2025 |
350,000
shares
|
$15.5 Million
6.02% of portfolio
|
Q3 2025
Reduced 23.91%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
346,150
shares
|
$15.3 Million
0.02% of portfolio
|
Q2 2025
Added 21.29%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
326,100
shares
|
$14.4 Million
0.01% of portfolio
|
Q3 2025
Added 62.4%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
316,492
shares
|
$14 Million
0.2% of portfolio
|
Q3 2025
Added 184.28%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
300,957
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
297,286
shares
|
$13.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
284,908
shares
|
$12.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 67.01%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
267,466
shares
|
$11.8 Million
0.04% of portfolio
|
Q3 2025
Added 173.19%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
263,069
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.19%
|
|