Who owns H&R Block?
- Ticker: HRB
- CUSIP Number: 093671105
Tip: Access positions for across all investors
Analyze quarterly positions in H&R Block with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of H&R Block stock
Who bought or sold H&R Block this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 15M | $708M | -3% | Dec 2023 |
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| Lazard Asset Management | 4.7M | $229M | -25% | Dec 2023 |
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| Charles Schwab Investment Management | 3.8M | $183M | -2% | Dec 2023 |
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| Wellington Management Company | 3.2M | $155M | -11% | Dec 2023 |
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| Robeco Investment Management | 2.5M | $122M | -1% | Dec 2023 |
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| Dimensional Fund Advisors | 2.5M | $120M | 3% | Dec 2023 |
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| AQR Capital Management | 2.3M | $111M | -15% | Dec 2023 |
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| Arrowstreet Capital, Limited Partnership | 1.8M | $86M | 16% | Dec 2023 |
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| Bank of New York Mellon | 1.8M | $87M | -7% | Mar 2024 |
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| Norges Bank Investment Management | 1.7M | $83M | 100% | Dec 2023 |
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| LSV Asset Management | 1.7M | $81M | -1% | Dec 2023 |
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| Pacer Advisors | 1.6M | $76M | 1% | Dec 2023 |
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| D. E. Shaw & Co | 1.2M | $60M | -9% | Dec 2023 |
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| Citadel Advisors | 1.2M | $58M | -53% | Dec 2023 |
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| NewEdge Wealth | 1.1M | $55M | 13% | Dec 2023 |
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| Goldman Sachs Group | 1.1M | $53M | -7% | Dec 2023 |
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| Royal Bank of Canada | 980k | $47M | 274% | Dec 2023 |
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| HighTower Advisors | 961k | $46M | 1% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 782k | $38M | 415% | Dec 2023 |
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| Jpmorgan Chase & Co | 610k | $30M | 2% | Dec 2023 |
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| Man Group | 565k | $27M | -16% | Dec 2023 |
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| CalPERS | 551k | $27M | 92% | Dec 2023 |
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| Robeco Institutional Asset Management B V | 548k | $27M | 19% | Mar 2024 |
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| Principal Financial Group | 533k | $26M | -6% | Dec 2023 |
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| Rhumbline Advisers | 480k | $23M | -6% | Dec 2023 |
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| Bank of America Corporation | 475k | $23M | -14% | Dec 2023 |
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| Voloridge Investment Management | 448k | $22M | -41% | Dec 2023 |
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| Bridgewater Associates | 381k | $18M | 15% | Dec 2023 |
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| Victory Capital Management | 380k | $18M | 1% | Dec 2023 |
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| Retirement Systems of Alabama | 364k | $18M | 24% | Dec 2023 |
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| Royce & Associates | 359k | $17M | -38% | Dec 2023 |
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| Ubs Global Asset Management Americas | 343k | $17M | 12% | Dec 2023 |
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| UBS Group | 335k | $16M | -9% | Dec 2023 |
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| Swiss National Bank | 288k | $14M | -14% | Dec 2023 |
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| Sound Income Strategies | 273k | $13M | -5% | Mar 2024 |
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| Legal & General Group | 253k | $12M | -1% | Dec 2023 |
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| South Dakota Investment Council | 250k | $12M | 0% | Dec 2023 |
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| Alliancebernstein | 243k | $12M | 9% | Dec 2023 |
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| Ibex Wealth Advisors | 235k | $8.6M | 108245% | Mar 2024 |
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| Credit Suisse | 226k | $11M | 9% | Dec 2023 |
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| Financial Counselors | 196k | $9.5M | -1% | Dec 2023 |
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| American International | 195k | $9.4M | -9% | Dec 2023 |
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| Franklin Resources | 185k | $9.0M | 71% | Dec 2023 |
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| Florida State Board of Administration | 185k | $8.9M | 0% | Dec 2023 |
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| New York State Teachers Retirement System | 184k | $9.0M | -7% | Mar 2024 |
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| Thomas Stevens, CFA" | 169k | $8.3M | -51% | Mar 2024 |
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| Paradiem | 164k | $8.0M | 3% | Mar 2024 |
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| Barclays | 157k | $7.6M | 56% | Dec 2023 |
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| ALPS Advisors | 157k | $7.6M | 12% | Dec 2023 |
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| CI Private Wealth | 156k | $7.5M | 1% | Dec 2023 |
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| NISA Investment Advisors | 155k | $7.5M | 33% | Dec 2023 |
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| DekaBank Deutsche Girozentrale | 155k | $7.4M | 11% | Mar 2024 |
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| Walleye Trading Advisors | 154k | $7.4M | 62% | Dec 2023 |
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| Raymond James & Associates | 150k | $7.4M | 11% | Mar 2024 |
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| Walleye Trading | 149k | $7.2M | 11% | Dec 2023 |
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| New York State Common Retirement Fund | 133k | $6.4M | -12% | Dec 2023 |
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| Redwood Investment Management | 125k | $6.1M | 239% | Dec 2023 |
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| Texas Permanent School Fund | 124k | $6.0M | -4% | Dec 2023 |
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| Mackenzie Financial | 123k | $5.9M | 34% | Dec 2023 |
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| Teacher Retirement System Of Texas | 105k | $5.1M | 53% | Dec 2023 |
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| Wells Fargo & Company | 105k | $5.1M | 8% | Dec 2023 |
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| Hsbc Holdings | 101k | $4.9M | -9% | Dec 2023 |
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| Nordea Investment Management Ab | 100k | $4.8M | -1% | Dec 2023 |
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| Amalgamated Bank | 100k | $4.9M | -5% | Mar 2024 |
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| O'shaughnessy Asset Management | 97k | $4.7M | 7% | Dec 2023 |
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| Hrt Financial | 95k | $4.6M | -58% | Dec 2023 |
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| Tectonic Advisors | 94k | $4.6M | -1% | Dec 2023 |
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| Mutual Of America Capital Management | 89k | $4.3M | -10% | Dec 2023 |
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| Hennion & Walsh Asset Management | 88k | $4.3M | -5% | Mar 2024 |
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| T. Rowe Price Associates | 86k | $4.2M | 5% | Dec 2023 |
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| State of New Jersey Common Pension Fund D | 85k | $4.1M | 0% | Dec 2023 |
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| MetLife Investment Advisors | 85k | $4.1M | -7% | Dec 2023 |
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| Advisor Group Holdings | 80k | $3.9M | 123% | Dec 2023 |
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| Henderson Group | 76k | $3.7M | -42% | Dec 2023 |
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| Tudor Investment Corporation | 72k | $3.5M | -58% | Dec 2023 |
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| PGGM Vermogensbeheer B.V. | 69k | $3.3M | 3% | Dec 2023 |
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| Ohio Pers | 68k | $3.3M | -2% | Dec 2023 |
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| Treasurer of the State of North Carolina | 68k | $3.3M | -24% | Dec 2023 |
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| Janney Montgomery Scott | 67k | $3.2M | 0% | Dec 2023 |
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| Yousif Capital Management | 66k | $3.2M | -5% | Mar 2024 |
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| Ontario Teachers' Pension Plan Board | 65k | $3.2M | 32% | Dec 2023 |
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| Mitsubishi UFJ Trust & Banking Corp | 64k | $3.1M | -8% | Dec 2023 |
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| LMM | 63k | $3.0M | -53% | Dec 2023 |
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| Millennium Management | 62k | $3.0M | -64% | Dec 2023 |
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| Alaska Permanent Fund Corp | 62k | $3.0M | -12% | Mar 2024 |
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| Agf Management | 61k | $2.9M | -20% | Dec 2023 |
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| Gts Securities | 58k | $2.8M | -2% | Dec 2023 |
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| Healthcare Of Ontario Pension Plan Trust Fund | 58k | $2.8M | 100% | Dec 2023 |
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| Burney Co/ | 57k | $2.8M | 76% | Dec 2023 |
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| Alberta Investment Management Corporation | 57k | $2.7M | 0% | Dec 2023 |
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| Wolverine Trading | 56k | $2.7M | -15% | Dec 2023 |
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| Stifel Financial | 52k | $2.5M | 2% | Dec 2023 |
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| Optimist Retirement Group | 52k | $2.5M | 100% | Dec 2023 |
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| Teachers Retirement System Of The State Of Kentucky | 51k | $2.5M | -4% | Dec 2023 |
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| Monument Capital Management | 51k | $2.5M | 6% | Mar 2024 |
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| Citigroup | 50k | $2.4M | -52% | Dec 2023 |
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| J. Jeffrey Auxier | 50k | $2.4M | -7% | Dec 2023 |
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| Verity and Verity | 50k | $7.9M | 100% | Mar 2024 |
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| WEDGE Capital Management L | 50k | $2.4M | 61% | Mar 2024 |
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| Jane Street | 49k | $2.4M | -57% | Dec 2023 |
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| Aviva | 48k | $2.3M | 23% | Dec 2023 |
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| Tealwood Asset Management | 48k | $2.3M | 100% | Mar 2024 |
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| Deutsche Bank Aktiengesellschaft | 47k | $2.3M | -20% | Dec 2023 |
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| Mercer Global Advisors | 47k | $2.3M | -39% | Dec 2023 |
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| Commerce Bank N A | 47k | $2.3M | 1% | Dec 2023 |
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| Alaska Retirement Management Board | 45k | $2.2M | 190% | Mar 2024 |
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| Anderson Fisher | 45k | $2.2M | -1% | Mar 2024 |
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| Zurcher Kantonalbank | 44k | $2.2M | -4% | Mar 2024 |
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| Mariner Wealth Advisors | 44k | $2.1M | 92% | Dec 2023 |
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| Creative Planning | 43k | $2.1M | 4% | Dec 2023 |
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| Cubist Systematic Strategies | 43k | $2.1M | -13% | Dec 2023 |
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| Comprehensive Portfolio Management | 41k | $2.0M | 0% | Mar 2024 |
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| Arizona State Retirement System | 41k | $2.0M | -6% | Dec 2023 |
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| Oregon Public Employees Retirement Fund | 40k | $2.0M | -5% | Dec 2023 |
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| Louisiana State Employees Retirement System | 40k | $2.0M | 0% | Mar 2024 |
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| Brandywine Global Investment Management | 40k | $1.9M | 101% | Dec 2023 |
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| M^T Bank Corporation | 39k | $1.9M | 0% | Dec 2023 |
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| Qrg Capital Management | 35k | $1.7M | 100% | Dec 2023 |
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| Russell Investments | 35k | $1.7M | -22% | Dec 2023 |
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| Stratos Wealth Advisors | 35k | $1.7M | 1% | Mar 2024 |
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| State Treasurer State Of Michigan | 34k | $1.7M | -1% | Mar 2024 |
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| Parallax Volatility Advisers | 34k | $1.7M | 7% | Dec 2023 |
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| Two Sigma Securities | 33k | $1.6M | 19% | Dec 2023 |
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| HPM Partners | 33k | $1.6M | 6% | Dec 2023 |
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| TrimTabs Asset Management | 32k | $1.6M | 40% | Mar 2024 |
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| Toroso Investments | 32k | $1.5M | 44% | Dec 2023 |
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| Summit Investment Advisors | 32k | $1.5M | -7% | Dec 2023 |
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| Commonwealth of Pennsylvania | 32k | $1.5M | 3% | Dec 2023 |
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| Linden Thomas Advisory Services | 31k | $1.5M | 2% | Dec 2023 |
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| Nmerb | 31k | $1.5M | 0% | Mar 2024 |
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| Handelsbanken Fonder AB | 29k | $1.4M | 0% | Dec 2023 |
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| Davy Asset Management | 28k | $1.3M | -17% | Dec 2023 |
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| Fis | 27k | $1.3M | -8% | Dec 2023 |
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| Argyle Capital Management | 27k | $1.3M | -29% | Dec 2023 |
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| Allspring Global Investments Holdings | 27k | $1.3M | 15% | Mar 2024 |
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| Point72 Europe | 26k | $1.3M | 100% | Dec 2023 |
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| Intech Investment Management | 26k | $1.3M | 52% | Dec 2023 |
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| Ziegler Capital Management | 26k | $1.3M | -3% | Dec 2023 |
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| Kendall Capital Management | 26k | $1.3M | 49% | Dec 2023 |
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| Bank Of Montreal | 25k | $1.2M | -88% | Dec 2023 |
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| Kestra Advisory Services | 24k | $1.2M | 9% | Dec 2023 |
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| Pathstone Holdings | 24k | $1.1M | 100% | Dec 2023 |
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| Squarepoint Ops | 23k | $1.1M | 100% | Dec 2023 |
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| Mirae Asset Global Investments | 23k | $1.1M | 17% | Dec 2023 |
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| Quent Capital | 23k | $1.1M | 1% | Dec 2023 |
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| Natixis Asset Management Advisors | 23k | $1.1M | 18% | Mar 2024 |
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| Illinois Municipal Retirement Fund | 23k | $1.1M | 0% | Dec 2023 |
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| TCM Advisors | 23k | $1.1M | -7% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 22k | $1.1M | -65% | Dec 2023 |
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| Ceera Investments | 22k | $1.1M | 0% | Dec 2023 |
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| Us Bancorp | 21k | $1.0M | -4% | Dec 2023 |
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| Ifrah Financial Services | 21k | $1.0M | -5% | Dec 2023 |
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| Hussman Econometrics Advisors | 21k | $1.0M | -33% | Dec 2023 |
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| Wealthfront Advisers | 21k | $1.0M | -3% | Mar 2024 |
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| CSS | 18k | $892k | -51% | Dec 2023 |
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| Commonwealth Equity Services | 18k | $873k | -34% | Dec 2023 |
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| SG Americas Securities | 13k | $638k | -60% | Dec 2023 |
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Who sold out of H&R Block?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Artisan Partners Limited Partnership | Sep 2023 | 996k | $43M |
| Jupiter Asset Management | Sep 2023 | 550k | $24M |
| Sandler Capital Management | Sep 2023 | 318k | $14M |
| Trexquant Investment | Sep 2023 | 223k | $9.6M |
| Allianz Asset Management | Sep 2023 | 95k | $4.1M |
| WBI Investments | Sep 2023 | 83k | $3.6M |
| Massachusetts Financial Services | Sep 2023 | 74k | $3.2M |
| Algert Coldiron Investors | Sep 2023 | 64k | $2.8M |
| Summit Global Investments | Sep 2023 | 42k | $1.8M |
| Assenagon Asset Management | Dec 2023 | 25k | $1.2M |
| Bayesian Capital Management | Sep 2023 | 23k | $1.0M |