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 625 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $5.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
943,406
shares
|
$48.4 Million
0.0% of portfolio
|
Q1 2025
Added 46.4%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
864,851
shares
|
$44.4 Million
0.34% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2025 Q2 2025 |
863,653
shares
|
$44.3 Million
0.19% of portfolio
|
Q2 2025
Added 42.11%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
813,898
shares
|
$41.8 Million
0.07% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
756,546
shares
|
$38.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
741,385
shares
|
$38.1 Million
0.03% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
737,997
shares
|
$37.9 Million
0.76% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
663,507
shares
|
$34.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 35.92%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
649,361
shares
|
$33.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
632,818
shares
|
$32.5 Million
0.15% of portfolio
|
Q2 2025
Added 20.66%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
615,826
shares
|
$31.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
561,218
shares
|
$28.8 Million
1.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
512,763
shares
|
$26.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.1%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
497,311
shares
|
$25.5 Million
0.01% of portfolio
|
Q2 2025
Added 341.94%
|
|
|
Prevatt Capital LTD
Nassau, C5 |
Aug 14, 2025 Q2 2025 |
460,000
shares
|
$23.6 Million
8.66% of portfolio
|
Q1 2024
Added 27.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
456,917
shares
|
$23.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
432,911
shares
|
$22.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
403,876
shares
|
$20.7 Million
0.03% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
397,828
shares
|
$20.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
383,733
shares
|
$19.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
381,020
shares
|
$19.6 Million
0.08% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
377,756
shares
|
$19.4 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
359,462
shares
|
$18.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.16%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
349,625
shares
|
$17.9 Million
0.02% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
349,276
shares
|
$17.9 Million
0.01% of portfolio
|
Q2 2025
Added 352.69%
|