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 612 institutions that hold shares in the stock, with a total of 110 Million shares, which have been reported (via 13F filing form) to have a value of $5.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
822,378
shares
|
$43.2 Million
0.01% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
764,320
shares
|
$40.1 Million
0.29% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
736,405
shares
|
$38.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
676,294
shares
|
$35.5 Million
0.06% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
649,361
shares
|
$34.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
644,417
shares
|
$33.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.57%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
597,699
shares
|
$31.4 Million
0.01% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Feb 12, 2025 Q4 2024 |
545,643
shares
|
$28.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
506,641
shares
|
$26.6 Million
0.0% of portfolio
|
Q4 2024
Added 120.38%
|
|
|
Blue Whale Capital LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
489,690
shares
|
$25.7 Million
2.35% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
483,572
shares
|
$25.4 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
473,112
shares
|
$24.8 Million
0.05% of portfolio
|
Q4 2024
Added 105.69%
|
|
|
Prevatt Capital LTD
Nassau, C5 |
Feb 14, 2025 Q4 2024 |
460,000
shares
|
$24.1 Million
7.0% of portfolio
|
Q1 2024
Added 27.78%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
440,476
shares
|
$23.1 Million
0.11% of portfolio
|
Q4 2024
Added 42.24%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
410,275
shares
|
$21.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
389,955
shares
|
$20.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
384,026
shares
|
$20.2 Million
0.08% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Feb 10, 2025 Q4 2024 |
374,600
shares
|
$19.7 Million
0.09% of portfolio
|
Q4 2024
Added 46.67%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
371,743
shares
|
$19.5 Million
0.03% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
337,931
shares
|
$17.7 Million
0.02% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
331,502
shares
|
$17.4 Million
0.0% of portfolio
|
Q4 2024
Added 47.45%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
315,211
shares
|
$16.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
313,013
shares
|
$16.4 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
298,794
shares
|
$15.7 Million
0.1% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
296,509
shares
|
$15.6 Million
0.0% of portfolio
|
Q4 2024
Added 18.47%
|