Who owns H&R Block?

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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
FMR 22M $944M -4% Sep 2023
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BlackRock 18M $793M -1% Sep 2023
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Vanguard Group 15M $647M -2% Sep 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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Goldman Sachs Group 1.2M $51M 28% Sep 2023
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NewEdge Wealth 1.1M $55M 13% 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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American International 215k $9.3M -7% Sep 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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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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Teachers Retirement System Of The State Of Kentucky 53k $2.3M 89% 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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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