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 607 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $5.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2024 Q3 2024 |
255,400
shares
|
$13.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
250,280
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2024
Added 29.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
229,899
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.49%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
226,217
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.14%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
225,861
shares
|
$12 Million
0.01% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
224,817
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
223,331
shares
|
$11.8 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
217,792
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 52.94%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
205,344
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.7%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
197,966
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
193,608
shares
|
$10.2 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
188,741
shares
|
$9.99 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
187,273
shares
|
$9.91 Million
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
186,902
shares
|
$9.89 Million
0.24% of portfolio
|
Q3 2024
Added 264.3%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
184,374
shares
|
$9.76 Million
0.66% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
178,273
shares
|
$9.43 Million
0.04% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
173,191
shares
|
$9.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
New York State Teachers Retirement System
|
Oct 25, 2024 Q3 2024 |
172,541
shares
|
$9.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
168,323
shares
|
$8.91 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
164,556
shares
|
$8.71 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,525
shares
|
$8.65 Million
0.01% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
162,039
shares
|
$8.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.4%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
154,795
shares
|
$8.19 Million
0.02% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
132,709
shares
|
$7.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
132,663
shares
|
$7.02 Million
0.02% of portfolio
|
Q3 2024
Added 47.85%
|