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 |
---|---|---|---|---|---|
FMR | 22M | $944M | -4% | Sep 2023 |
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BlackRock | 18M | $793M | -1% | Sep 2023 |
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Vanguard Group | 15M | $708M | -3% | Dec 2023 |
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State Street Corporation | 6.1M | $264M | 2% | Sep 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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Hanna Zanoni | 2.8M | $119M | 111% | Sep 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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Geode Capital Management | 2.4M | $102M | 2% | Sep 2023 |
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AQR Capital Management | 2.3M | $111M | -15% | Dec 2023 |
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Northern Trust | 2.2M | $94M | -4% | Sep 2023 |
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Bank of New York Mellon | 1.9M | $91M | -2% | Dec 2023 |
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Arrowstreet Capital, Limited Partnership | 1.8M | $86M | 16% | Dec 2023 |
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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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Morgan Stanley | 1.2M | $52M | -12% | Sep 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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Nuveen Asset Management | 902k | $39M | 3% | Sep 2023 |
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Schroder Investment Management Group | 816k | $35M | -2% | Sep 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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Principal Financial Group | 533k | $26M | -6% | Dec 2023 |
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American Century Companies | 515k | $22M | 14% | Sep 2023 |
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Invesco | 494k | $21M | -44% | Sep 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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Robeco Institutional Asset Management B V | 461k | $476k | -3% | 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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Thomas Stevens, CFA" | 347k | $17M | -24% | 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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Renaissance Technologies | 321k | $14M | 100% | Sep 2023 |
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Sound Income Strategies | 288k | $14M | -4% | Dec 2023 |
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Swiss National Bank | 288k | $14M | -14% | Dec 2023 |
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Susquehanna International | 275k | $12M | -21% | Sep 2023 |
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Ing Investment Management | 272k | $12M | -37% | Sep 2023 |
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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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Ameriprise Financial | 242k | $10M | -7% | Sep 2023 |
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Grantham, Mayo, Van Otterloo & Co | 236k | $10M | -2% | Sep 2023 |
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Credit Suisse | 226k | $11M | 9% | Dec 2023 |
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PEAK6 Investments | 215k | $9.2M | 98% | Sep 2023 |
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New York State Teachers Retirement System | 198k | $9.6M | -1% | 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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Ensign Peak Advisors | 180k | $7.8M | -35% | Sep 2023 |
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Qube Research & Technologies | 178k | $7.6M | -68% | Sep 2023 |
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Capital Fund Management | 173k | $7.5M | 49% | Sep 2023 |
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California State Teachers Retirement System | 169k | $7.3M | -9% | Sep 2023 |
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Monongahela Capital Management | 159k | $6.8M | 1% | Sep 2023 |
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Paradiem | 159k | $7.7M | 100% | Dec 2023 |
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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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Great-West Life Assurance Company | 155k | $6.7M | 19% | Sep 2023 |
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Walleye Trading Advisors | 154k | $7.4M | 62% | Dec 2023 |
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Sei Investments | 153k | $6.6M | 1% | Sep 2023 |
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Walleye Trading | 149k | $7.2M | 11% | Dec 2023 |
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Lodge Hill Capital | 144k | $6.2M | -40% | Sep 2023 |
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DekaBank Deutsche Girozentrale | 140k | $6.7M | 88% | Dec 2023 |
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Putnam Investments | 136k | $0 | 21% | Sep 2023 |
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Raymond James & Associates | 135k | $6.5M | 7% | Dec 2023 |
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New York State Common Retirement Fund | 133k | $6.4M | -12% | Dec 2023 |
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First Trust Advisors | 133k | $5.7M | -23% | Sep 2023 |
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Manufacturers Life Insurance Company | 127k | $5.5M | 12% | Sep 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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Crawford Investment Counsel | 112k | $4.8M | 399% | Sep 2023 |
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Teacher Retirement System Of Texas | 105k | $5.1M | 53% | Dec 2023 |
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Amalgamated Bank | 105k | $5.1M | 1% | 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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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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Macquarie Group | 93k | $4.0M | 0% | Sep 2023 |
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Hennion & Walsh Asset Management | 93k | $4.5M | -3% | Dec 2023 |
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Mutual Of America Capital Management | 89k | $4.3M | -10% | Dec 2023 |
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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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LPL Financial | 82k | $3.5M | 4% | Sep 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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Crossmark Global Holdings | 71k | $3.0M | 402% | Sep 2023 |
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Alaska Permanent Fund Corp | 70k | $3.4M | -4% | Dec 2023 |
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PGGM Vermogensbeheer B.V. | 69k | $3.3M | 3% | Dec 2023 |
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Yousif Capital Management | 69k | $3.3M | -7% | 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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Brian McDonald | 67k | $2.9M | 837% | Sep 2023 |
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Ontario Teachers' Pension Plan Board | 65k | $3.2M | 32% | Dec 2023 |
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Round Hill Asset Management | 65k | $2.8M | -4% | Sep 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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Seven Eight Capital | 62k | $2.6M | 100% | Sep 2023 |
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Agf Management | 61k | $2.9M | -20% | Dec 2023 |
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Glenmede Trust Company | 61k | $2.6M | 5% | Sep 2023 |
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Gts Securities | 58k | $2.8M | -2% | 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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Blue Whale Capital | 55k | $2.4M | 100% | Sep 2023 |
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Rings Capital Management | 53k | $2.3M | 0% | Sep 2023 |
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Dark Forest Capital Management | 53k | $2.3M | 100% | Sep 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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Citigroup | 50k | $2.4M | -52% | Dec 2023 |
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J. Jeffrey Auxier | 50k | $2.4M | -7% | Dec 2023 |
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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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Monument Capital Management | 48k | $2.3M | 100% | Dec 2023 |
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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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Empowered Funds | 47k | $2.0M | 100% | Sep 2023 |
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Commerce Bank N A | 47k | $2.3M | 1% | Dec 2023 |
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Zurcher Kantonalbank | 46k | $2.2M | 56% | Dec 2023 |
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Anderson Fisher | 45k | $2.2M | -12% | Dec 2023 |
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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 | 6% | Dec 2023 |
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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 | -6% | Dec 2023 |
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Brandywine Global Investment Management | 40k | $1.9M | 101% | Dec 2023 |
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Envestnet Asset Management | 36k | $1.5M | -57% | Sep 2023 |
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Russell Investments | 35k | $1.7M | -22% | Dec 2023 |
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Bank Of Montreal | 25k | $1.2M | -88% | Dec 2023 |
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Guggenheim Capital, LLC Managers | 22k | $1.1M | -65% | Dec 2023 |
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ExodusPoint Capital Management | 8.4k | $363k | -95% | Sep 2023 |
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Virginia Retirement System | 7.3k | $314k | -91% | Sep 2023 |
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Ibex Wealth Advisors | 217.00 | $11k | -100% | 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 |
Skandinaviska Enskilda Banken AB | Jun 2023 | 131k | $4.2M |
Allianz Asset Management | Sep 2023 | 95k | $4.1M |
WBI Investments | Sep 2023 | 83k | $3.6M |
State of Tennessee, Treasury Department | Jun 2023 | 80k | $2.6M |
Massachusetts Financial Services | Sep 2023 | 74k | $3.2M |
Canada Pension Plan Investment Board | Jun 2023 | 65k | $2.1M |
Algert Coldiron Investors | Sep 2023 | 64k | $2.8M |
Campbell & Co. Investment Adviser | Jun 2023 | 45k | $1.4M |
Fox Run Management | Jun 2023 | 44k | $1.4M |
Summit Global Investments | Sep 2023 | 42k | $1.8M |