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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Who bought or sold H&R Block this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
BlackRock | 16M | $884M | -2% | Jun 2024 |
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BlackRock | 16M | $1.0B | 100% | Sep 2024 |
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Vanguard Group | 15M | $797M | 3% | Jun 2024 |
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Charles Schwab Investment Management | 4.9M | $314M | 5% | Sep 2024 |
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State Street Corporation | 4.7M | $257M | -14% | Jun 2024 |
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Hanna Zanoni | 4.2M | $266M | 18% | Sep 2024 |
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Robeco Investment Management | 2.8M | $181M | -13% | Sep 2024 |
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Geode Capital Management | 2.6M | $166M | -2% | Sep 2024 |
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Dimensional Fund Advisors | 2.3M | $147M | -7% | Sep 2024 |
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Pacer Advisors | 2.3M | $144M | 26% | Sep 2024 |
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Northern Trust | 2.2M | $137M | 7% | Sep 2024 |
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AQR Capital Management | 2.1M | $135M | 0% | Sep 2024 |
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Lazard Asset Management | 1.9M | $120M | -17% | Sep 2024 |
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Arrowstreet Capital, Limited Partnership | 1.8M | $116M | 17% | Sep 2024 |
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Bank of New York Mellon | 1.6M | $104M | -6% | Sep 2024 |
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LSV Asset Management | 1.5M | $97M | -3% | Sep 2024 |
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Goldman Sachs Group | 1.5M | $81M | 93% | Jun 2024 |
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Invesco | 1.2M | $79M | 3% | Sep 2024 |
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Royal Bank of Canada | 1.2M | $78M | -7% | Sep 2024 |
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Morgan Stanley | 998k | $98M | -11% | Jun 2024 |
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NewEdge Wealth | 983k | $62M | 3% | Sep 2024 |
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T. Rowe Price Associates | 972k | $62M | 14% | Sep 2024 |
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Nuveen Asset Management | 839k | $46M | -2% | Jun 2024 |
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WEDGE Capital Management L | 777k | $49M | 1631% | Sep 2024 |
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Jpmorgan Chase & Co | 754k | $48M | 3% | Sep 2024 |
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Envestnet Asset Management | 588k | $37M | 541% | Sep 2024 |
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Renaissance Technologies | 570k | $36M | 100% | Sep 2024 |
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CalPERS | 564k | $36M | -3% | Sep 2024 |
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Citadel Advisors | 552k | $35M | -52% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 515k | $33M | -28% | Sep 2024 |
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Victory Capital Management | 500k | $32M | -16% | Sep 2024 |
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Bank of America Corporation | 486k | $31M | -44% | Sep 2024 |
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Qube Research & Technologies | 470k | $26M | 12800% | Jun 2024 |
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First Trust Advisors | 429k | $27M | 67% | Sep 2024 |
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Rhumbline Advisers | 410k | $26M | -3% | Sep 2024 |
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Retirement Systems of Alabama | 356k | $19M | -1% | Jun 2024 |
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Sei Investments | 338k | $22M | 10% | Sep 2024 |
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Susquehanna International | 334k | $21M | 32% | Sep 2024 |
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Ing Investment Management | 331k | $21M | -13% | Sep 2024 |
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Principal Financial Group | 324k | $21M | -30% | Sep 2024 |
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Moran Wealth Management | 314k | $20M | -2% | Sep 2024 |
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Bridgewater Associates | 310k | $20M | 96% | Sep 2024 |
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Schroder Investment Management Group | 288k | $16M | -2% | Jun 2024 |
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Swedbank AB | 285k | $18M | 32% | Sep 2024 |
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Swiss National Bank | 272k | $17M | -1% | Sep 2024 |
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Jane Street | 271k | $17M | 338% | Sep 2024 |
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D. E. Shaw & Co | 259k | $17M | -49% | Sep 2024 |
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ALPS Advisors | 257k | $16M | 43% | Sep 2024 |
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Skandinaviska Enskilda Banken AB | 255k | $16M | 0% | Sep 2024 |
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Franklin Resources | 250k | $15M | 30% | Sep 2024 |
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Robeco Institutional Asset Management B V | 230k | $15M | -6% | Sep 2024 |
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American Century Companies | 226k | $14M | -18% | Sep 2024 |
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Alliancebernstein | 213k | $12M | -8% | Jun 2024 |
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Financial Counselors | 192k | $10M | -1% | Jun 2024 |
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Great-West Life Assurance Company | 187k | $12M | 0% | Sep 2024 |
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Engineers Gate Manager | 187k | $12M | 264% | Sep 2024 |
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Sound Income Strategies | 183k | $12M | -12% | Sep 2024 |
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New York State Teachers Retirement System | 173k | $11M | -3% | Sep 2024 |
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Florida State Board of Administration | 168k | $11M | -8% | Sep 2024 |
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Royce & Associates | 165k | $11M | -6% | Sep 2024 |
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Raymond James & Associates | 164k | $10M | 1% | Sep 2024 |
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CI Private Wealth | 162k | $10M | -34% | Sep 2024 |
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DekaBank Deutsche Girozentrale | 155k | $9.7M | 4% | Sep 2024 |
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Prudential | 137k | $7.4M | 478% | Jun 2024 |
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California State Teachers Retirement System | 133k | $8.4M | -3% | Sep 2024 |
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HPM Partners | 133k | $8.4M | 48% | Sep 2024 |
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Empowered Funds | 130k | $8.3M | 1014% | Sep 2024 |
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Canada Pension Plan Investment Board | 128k | $6.9M | 26% | Jun 2024 |
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Teacher Retirement System Of Texas | 126k | $8.0M | -28% | Sep 2024 |
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Allspring Global Investments Holdings | 119k | $7.6M | 330% | Sep 2024 |
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Monongahela Capital Management | 117k | $6.4M | -24% | Jun 2024 |
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Manufacturers Life Insurance Company | 117k | $6.3M | -2% | Jun 2024 |
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Nordea Investment Management Ab | 112k | $7.1M | -4% | Sep 2024 |
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Brian McDonald | 109k | $6.9M | 63% | Sep 2024 |
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Tectonic Advisors | 108k | $6.8M | 7% | Sep 2024 |
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Mitsubishi UFJ Trust & Banking Corp | 108k | $6.8M | 7% | Sep 2024 |
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Wells Fargo & Company | 104k | $6.6M | -7% | Sep 2024 |
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Winton Capital | 104k | $6.6M | 100% | Sep 2024 |
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Crossmark Global Holdings | 104k | $6.6M | -11% | Sep 2024 |
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Rockefeller Capital Management | 98k | $5.3M | 1% | Jun 2024 |
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Thomas Stevens, CFA" | 97k | $6.2M | -43% | Sep 2024 |
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S.A.C. Capital Advisors | 95k | $6.1M | 100% | Sep 2024 |
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Segall Bryant & Hamill | 95k | $6.0M | 100% | Sep 2024 |
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Treasurer of the State of North Carolina | 95k | $5.1M | 39% | Jun 2024 |
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New York State Common Retirement Fund | 94k | $6.0M | -18% | Sep 2024 |
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Barclays | 93k | $5.9M | 8% | Sep 2024 |
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Allianz Asset Management | 92k | $5.0M | 100% | Jun 2024 |
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Brandywine Global Investment Management | 92k | $5.6M | 11% | Sep 2024 |
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Hrt Financial | 88k | $5.6M | -31% | Sep 2024 |
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Jacobs Levy Equity Management | 88k | $5.6M | 115% | Sep 2024 |
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Mirae Asset Global Investments | 86k | $5.5M | 12% | Sep 2024 |
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Creative Planning | 86k | $5.5M | 87% | Sep 2024 |
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Amundi | 86k | $5.3M | 83% | Sep 2024 |
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O'shaughnessy Asset Management | 84k | $5.1M | -6% | Sep 2024 |
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NISA Investment Advisors | 83k | $5.3M | -43% | Sep 2024 |
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Caisse de depot et placement du Quebec | 83k | $5.2M | 100% | Sep 2024 |
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Ensign Peak Advisors | 82k | $5.2M | 15% | Sep 2024 |
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Hennion & Walsh Asset Management | 80k | $5.1M | -4% | Sep 2024 |
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Wolverine Trading | 80k | $5.1M | 16% | Sep 2024 |
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Thrivent Financial for Lutherans | 80k | $5.1M | 128% | Sep 2024 |
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Redwood Investment Management | 76k | $4.9M | -31% | Sep 2024 |
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Mutual Of America Capital Management | 75k | $4.8M | -6% | Sep 2024 |
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LPL Financial | 73k | $4.7M | -4% | Sep 2024 |
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MetLife Investment Advisors | 73k | $4.7M | -2% | Sep 2024 |
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Algert Coldiron Investors | 72k | $4.6M | 413% | Sep 2024 |
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Amalgamated Bank | 70k | $4.5M | -20% | Sep 2024 |
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PGGM Vermogensbeheer B.V. | 69k | $3.7M | 1% | Jun 2024 |
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Janney Montgomery Scott | 66k | $4.2M | 100% | Sep 2024 |
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Stifel Financial | 64k | $3.5M | 2% | Jun 2024 |
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Eudaimonia Asset Management | 64k | $4.0M | 100% | Sep 2024 |
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Henderson Group | 62k | $3.3M | -35% | Jun 2024 |
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Mackenzie Financial | 61k | $3.9M | -62% | Sep 2024 |
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Round Hill Asset Management | 61k | $3.8M | -3% | Sep 2024 |
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Alberta Investment Management Corporation | 60k | $3.8M | 5% | Sep 2024 |
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Alaska Permanent Fund Corp | 57k | $3.6M | -9% | Sep 2024 |
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Commerce Bank N A | 55k | $3.5M | 18% | Sep 2024 |
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Yousif Capital Management | 53k | $3.4M | -12% | Sep 2024 |
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Monument Capital Management | 53k | $3.3M | 1% | Sep 2024 |
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State of New Jersey Common Pension Fund D | 51k | $3.2M | 0% | Sep 2024 |
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State of Tennessee, Treasury Department | 51k | $2.8M | 13% | Jun 2024 |
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Teachers Retirement System Of The State Of Kentucky | 50k | $3.2M | -2% | Sep 2024 |
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J. Jeffrey Auxier | 50k | $3.1M | 0% | Sep 2024 |
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Agf Management | 48k | $3.1M | 0% | Sep 2024 |
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Mariner Wealth Advisors | 47k | $3.0M | 14% | Sep 2024 |
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Tealwood Asset Management | 47k | $3.0M | -1% | Sep 2024 |
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Alaska Retirement Management Board | 46k | $2.9M | 2% | Sep 2024 |
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Burney Co/ | 46k | $2.9M | -20% | Sep 2024 |
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Kendall Capital Management | 46k | $2.9M | 8% | Sep 2024 |
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Optimist Retirement Group | 45k | $2.5M | -9% | Jun 2024 |
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TrimTabs Asset Management | 44k | $2.8M | 0% | Sep 2024 |
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Deutsche Bank Aktiengesellschaft | 43k | $2.8M | -66% | Sep 2024 |
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Advisor Group Holdings | 43k | $2.8M | -18% | Sep 2024 |
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Genus Capital Management | 43k | $2.7M | 100% | Sep 2024 |
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Teza Capital Management | 43k | $2.7M | 100% | Sep 2024 |
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Acadian Asset Management | 43k | $2.7M | 100% | Sep 2024 |
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Anderson Fisher | 42k | $2.7M | -2% | Sep 2024 |
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Quantinno Capital Management | 41k | $2.2M | 119% | Jun 2024 |
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Macquarie Group | 41k | $2.2M | 2% | Jun 2024 |
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Seven Eight Capital | 41k | $2.6M | 89% | Sep 2024 |
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Arizona State Retirement System | 40k | $2.6M | 3% | Sep 2024 |
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Louisiana State Employees Retirement System | 39k | $2.5M | -2% | Sep 2024 |
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M^T Bank Corporation | 38k | $2.4M | 1% | Sep 2024 |
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Campbell & Co. Investment Adviser | 38k | $2.4M | 104% | Sep 2024 |
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Cunning Capital Partners | 38k | $2.4M | 0% | Sep 2024 |
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Exchange Traded Concepts | 37k | $2.3M | 29302% | Sep 2024 |
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Zurcher Kantonalbank | 37k | $2.3M | -16% | Sep 2024 |
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Handelsbanken Fonder AB | 36k | $2.3M | 26% | Sep 2024 |
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Comprehensive Portfolio Management | 35k | $2.2M | -10% | Sep 2024 |
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Citigroup | 34k | $2.2M | -15% | Sep 2024 |
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Squarepoint Ops | 34k | $1.8M | -96% | Jun 2024 |
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South Dakota Investment Council | 33k | $2.1M | -67% | Sep 2024 |
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Glenmede Trust Company | 31k | $2.0M | -64% | Sep 2024 |
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Cetera Investment Advisers | 30k | $1.6M | -19% | Jun 2024 |
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Caxton Associates | 27k | $1.7M | -31% | Sep 2024 |
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SG Americas Securities | 25k | $1.6M | -55% | Sep 2024 |
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Russell Investments | 14k | $763k | -72% | Jun 2024 |
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Who sold out of H&R Block?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Voloridge Investment Management | Jun 2024 | 658k | $36M |
Ibex Wealth Advisors | Jun 2024 | 189k | $10M |
Trexquant Investment | Jun 2024 | 141k | $7.7M |
Texas Permanent School Fund | Jun 2024 | 131k | $7.1M |
Millennium Management | Jun 2024 | 89k | $4.8M |
ExodusPoint Capital Management | Mar 2024 | 69k | $3.4M |
Ohio Pers | Jun 2024 | 62k | $3.4M |
Healthcare Of Ontario Pension Plan Trust Fund | Jun 2024 | 49k | $2.6M |
Strategic Financial Concepts | Jun 2024 | 40k | $689k |
Aviva | Mar 2024 | 35k | $1.7M |