Recent Quarter Total Invested
$6.83 B
Recent Quarter Institutional Ownership Percentage
90.32%
Total Invested of Last Quarter
$6.18 B
Ownership Percentage of Last Quarter
90.2%
H&R Block, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2024 | 20.93 M | $1.13 B | 0.66% | 15.00% |
| BLACKROCK INC. | 08/13/2024 | 16.30 M | $883.90 M | -2.00% | 11.68% |
| VANGUARD GROUP INC | 08/13/2024 | 14.70 M | $797.33 M | 3.24% | 10.54% |
| STATE STREET CORP | 08/14/2024 | 4.71 M | $256.81 M | -14.38% | 3.37% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 4.68 M | $253.88 M | 0.56% | 3.36% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/09/2024 | 3.54 M | $191.87 M | 12.10% | 2.54% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 3.37 M | $182.60 M | -0.19% | 2.41% |
| BOSTON PARTNERS | 08/14/2024 | 3.25 M | $176.44 M | -0.53% | 2.33% |
| PACER ADVISORS, INC. | 08/13/2024 | 2.74 M | $148.49 M | 52.21% | 1.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 2.68 M | $145.38 M | 2.19% | 1.92% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 2.48 M | $134.73 M | 0.97% | 1.78% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2024 | 2.26 M | $122.72 M | -53.81% | 1.62% |
| NORTHERN TRUST CORP | 08/14/2024 | 2.22 M | $120.13 M | 10.57% | 1.59% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 2.13 M | $115.42 M | 39.75% | 1.53% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 1.75 M | $94.80 M | -0.81% | 1.25% |
| NORGES BANK | 08/14/2024 | 1.67 M | $90.61 M | 100.00% | 1.20% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 1.58 M | $85.44 M | -2.53% | 1.13% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 1.55 M | $84.07 M | -14.20% | 1.11% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 1.50 M | $81.43 M | 93.28% | 1.08% |
| ROYAL BANK OF CANADA | 08/14/2024 | 1.32 M | $71.85 M | 3.10% | 0.95% |
| INVESCO LTD. | 08/13/2024 | 1.21 M | $65.60 M | 10.74% | 0.87% |
| MORGAN STANLEY | 08/14/2024 | 997,883 | $54.12 M | -11.23% | 0.72% |
| NEWEDGE WEALTH, LLC | 08/02/2024 | 957,589 | $51.93 M | 1.40% | 0.69% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 869,773 | $47.17 M | 47.58% | 0.62% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 849,661 | $46.08 M | 46.44% | 0.61% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 838,688 | $45.55 M | -2.31% | 0.60% |
| CITADEL ADVISORS LLC | 08/14/2024 | 806,269 | $43.72 M | -46.50% | 0.58% |
| BLUE WHALE CAPITAL LLP | 08/13/2024 | 742,500 | $40.27 M | 14.23% | 0.53% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 08/14/2024 | 736,138 | $39.92 M | 2.33% | 0.53% |
| JPMORGAN CHASE & CO | 08/12/2024 | 729,053 | $39.54 M | 8.93% | 0.52% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2024 | 715,223 | $38.79 M | -12.52% | 0.51% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 657,571 | $35.66 M | -24.35% | 0.47% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 597,540 | $32.40 M | -9.26% | 0.43% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2024 | 582,643 | $31.60 M | -2.03% | 0.42% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 541,245 | $29.35 M | 63.20% | 0.39% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 470,352 | $25.51 M | 12,800.49% | 0.34% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 464,934 | $25.21 M | -11.84% | 0.33% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 462,811 | $25.10 M | -25.50% | 0.33% |
| PREVATT CAPITAL LTD | 08/14/2024 | 460,000 | $24.95 M | 0.00% | 0.33% |
| RHUMBLINE ADVISERS | 08/01/2024 | 423,254 | $22.95 M | -5.69% | 0.30% |
| VOYA INVESTMENT MANAGEMENT LLC | 08/14/2024 | 381,846 | $20.71 M | 48.56% | 0.27% |
| RETIREMENT SYSTEMS OF ALABAMA | 07/24/2024 | 355,837 | $19.30 M | -0.83% | 0.26% |
| MORAN WEALTH MANAGEMENT, LLC | 08/13/2024 | 319,714 | $17.34 M | 100.00% | 0.23% |
| SEI INVESTMENTS CO | 08/13/2024 | 310,567 | $16.84 M | 1.16% | 0.22% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 300,668 | $16.31 M | 21.20% | 0.22% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/12/2024 | 288,011 | $15.62 M | -2.40% | 0.21% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 276,358 | $14.99 M | 116.64% | 0.20% |
| SWISS NATIONAL BANK | 08/08/2024 | 274,500 | $14.89 M | -3.45% | 0.20% |
| UBS GROUP AG | 08/14/2024 | 263,054 | $14.27 M | 9.01% | 0.19% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 08/13/2024 | 255,600 | $13.86 M | 0.31% | 0.18% |
H&R Block, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of HRB shares?
During the previous two years, 763 institutional investors and hedge funds held shares of H&R Block, Inc.. The most heavily invested institutionals were:
FMR LLC: 20.93 M
BlackRock Inc.: 16.3 M
VANGUARD GROUP INC: 14.7 M
STATE STREET CORP: 4.71 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4.68 M
FULLER & THALER ASSET MANAGEMENT, INC.: 3.54 M
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What percentage of H&R Block, Inc. stock is owned by institutional investors?
90.32% of H&R Block, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at HRB ?
Institutional investors have bought a total of 174.77 M shares in the last 24 months. This purchase volume represents approximately $10.92 B in transactions.