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 |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
90,779
shares
|
$4.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
90,000
shares
|
$4.72 Million
0.04% of portfolio
|
Q4 2024
Added 50.25%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
89,918
shares
|
$4.72 Million
0.01% of portfolio
|
Q4 2024
Added 441.97%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
88,097
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
87,675
shares
|
$4.6 Million
0.01% of portfolio
|
Q4 2023
Reduced 35.64%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
87,240
shares
|
$4.58 Million
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
86,151
shares
|
$4.52 Million
0.02% of portfolio
|
Q4 2024
Added 250.49%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
85,816
shares
|
$4.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
79,569
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2022
Added 1.13%
|
|
|
Ruffer LLP
|
Feb 07, 2025 Q4 2024 |
79,547
shares
|
$4.18 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
78,778
shares
|
$4.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
78,475
shares
|
$4.12 Million
0.02% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
74,605
shares
|
$3.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 85.07%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
73,669
shares
|
$3.87 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
73,434
shares
|
$3.85 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
72,619
shares
|
$3.81 Million
0.01% of portfolio
|
Q4 2024
Added 139.98%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
72,482
shares
|
$3.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
72,394
shares
|
$3.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
71,591
shares
|
$3.76 Million
0.0% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
71,259
shares
|
$3.74 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.31%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
67,910
shares
|
$3.56 Million
0.0% of portfolio
|
Q4 2024
Added 98.64%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
67,192
shares
|
$3.53 Million
0.17% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
66,780
shares
|
$3.51 Million
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
65,721
shares
|
$3.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
65,155
shares
|
$3.42 Million
0.04% of portfolio
|
Q4 2024
New holding
|