Recent Quarter Total Invested
$7.78 B
Recent Quarter Institutional Ownership Percentage
86.21%
Total Invested of Last Quarter
$6.84 B
Ownership Percentage of Last Quarter
88.86%
H&R Block, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 16.18 M | $1.03 B | 100.00% | 11.40% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 4.94 M | $313.74 M | 5.45% | 3.48% |
| STATE STREET CORP | 11/14/2024 | 4.49 M | $287.09 M | -4.56% | 3.16% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 4.18 M | $265.55 M | 18.10% | 2.94% |
| BOSTON PARTNERS | 11/12/2024 | 2.84 M | $180.48 M | -12.71% | 2.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 2.61 M | $166.22 M | -2.25% | 1.84% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 2.34 M | $148.43 M | -30.63% | 1.65% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.31 M | $146.49 M | -7.22% | 1.62% |
| PACER ADVISORS, INC. | 11/12/2024 | 2.26 M | $143.51 M | -17.53% | 1.59% |
| MORGAN STANLEY | 11/14/2024 | 2.17 M | $137.81 M | 117.32% | 1.53% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 2.13 M | $135.10 M | -0.07% | 1.50% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 1.89 M | $120.07 M | -16.51% | 1.33% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 1.82 M | $115.57 M | 17.31% | 1.28% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.64 M | $104.02 M | -6.37% | 1.15% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 1.53 M | $96.92 M | -3.20% | 1.07% |
| INVESCO LTD. | 11/12/2024 | 1.24 M | $79.07 M | 2.86% | 0.88% |
| ROYAL BANK OF CANADA | 11/14/2024 | 1.23 M | $78.31 M | -6.99% | 0.87% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 1.13 M | $71.82 M | 140.28% | 0.80% |
| NEWEDGE WEALTH, LLC | 11/12/2024 | 982,496 | $62.44 M | 2.60% | 0.69% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 972,342 | $61.79 M | 14.44% | 0.69% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 952,811 | $60.55 M | -36.55% | 0.67% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 786,854 | $50.08 M | -6.18% | 0.55% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 10/11/2024 | 777,264 | $49.40 M | 1,630.91% | 0.55% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 11/14/2024 | 758,713 | $48.22 M | 3.07% | 0.53% |
| JPMORGAN CHASE & CO | 11/08/2024 | 754,287 | $47.93 M | 3.46% | 0.53% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 656,701 | $41.73 M | 2,519.26% | 0.46% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 587,982 | $37.37 M | 541.30% | 0.41% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 570,100 | $36.23 M | 100.00% | 0.40% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 564,200 | $35.85 M | -3.17% | 0.40% |
| BLUE WHALE CAPITAL LLP | 11/13/2024 | 511,482 | $32.50 M | -31.11% | 0.36% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 499,541 | $31.75 M | -16.40% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 485,783 | $30.87 M | -44.15% | 0.34% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 476,239 | $30.26 M | 100.00% | 0.34% |
| PREVATT CAPITAL LTD | 11/14/2024 | 460,000 | $29.23 M | 0.00% | 0.32% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 429,134 | $27.27 M | 70.57% | 0.30% |
| RHUMBLINE ADVISERS | 11/12/2024 | 410,311 | $26.08 M | -3.06% | 0.29% |
| SEI INVESTMENTS CO | 11/12/2024 | 337,654 | $21.46 M | 8.72% | 0.24% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 330,760 | $21.02 M | -13.38% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 323,552 | $20.56 M | -30.41% | 0.23% |
| MORAN WEALTH MANAGEMENT, LLC | 11/08/2024 | 313,944 | $19.95 M | -1.80% | 0.22% |
| BRIDGEWATER ASSOCIATES, LP | 11/13/2024 | 309,664 | $19.68 M | 96.38% | 0.22% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 300,432 | $19.09 M | -0.08% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 290,515 | $18.46 M | 227.06% | 0.20% |
| SWEDBANK AB | 10/11/2024 | 285,382 | $18.14 M | 32.14% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 272,300 | $17.30 M | -0.80% | 0.19% |
| ALPS ADVISORS INC | 11/12/2024 | 256,740 | $16.32 M | 26.84% | 0.18% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 11/07/2024 | 255,400 | $16.23 M | -0.08% | 0.18% |
| FRANKLIN RESOURCES INC | 11/12/2024 | 250,280 | $15.18 M | 29.70% | 0.18% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 10/29/2024 | 230,012 | $14.62 M | -5.60% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2024 | 229,899 | $14.61 M | -71.49% | 0.16% |
H&R Block, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HRB shares?
During the previous two years, 790 institutional investors and hedge funds held shares of H&R Block, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 16.18 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4.94 M
STATE STREET CORP: 4.49 M
FULLER & THALER ASSET MANAGEMENT, INC.: 4.18 M
Boston Partners: 2.84 M
GEODE CAPITAL MANAGEMENT, LLC: 2.61 M
-
What percentage of H&R Block, Inc. stock is owned by institutional investors?
86.21% of H&R Block, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at HRB ?
Institutional investors have bought a total of 152.52 M shares in the last 24 months. This purchase volume represents approximately $8.89 B in transactions.