Who owns H&R Block?
- Ticker: HRB
- CUSIP Number: 093671105
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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 |
|---|---|---|---|---|---|
| BlackRock | 16M | $874M | -3% | Mar 2025 |
|
| FMR | 15M | $807M | 2% | Mar 2025 |
|
| Vanguard Group | 14M | $778M | -1% | Mar 2025 |
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| Hanna Zanoni | 4.6M | $254M | -2% | Mar 2025 |
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| State Street Corporation | 4.5M | $248M | -3% | Mar 2025 |
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| Robeco Investment Management | 3.8M | $207M | -16% | Mar 2025 |
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| Lazard Asset Management | 3.7M | $205M | 44% | Mar 2025 |
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| Pacer Advisors | 2.7M | $145M | 21% | Dec 2024 |
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| Geode Capital Management | 2.7M | $148M | 4% | Mar 2025 |
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| Northern Trust | 2.6M | $143M | 11% | Mar 2025 |
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| Dimensional Fund Advisors | 2.3M | $123M | 1% | Dec 2024 |
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| Morgan Stanley | 2.2M | $165M | 100% | Dec 2024 |
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| Wellington Management Company | 2.1M | $118M | 6% | Mar 2025 |
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| AQR Capital Management | 1.8M | $97M | -20% | Mar 2025 |
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| Charles Schwab Investment Management | 1.7M | $93M | -68% | Mar 2025 |
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| Bank of New York Mellon | 1.7M | $91M | -2% | Mar 2025 |
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| Arrowstreet Capital, Limited Partnership | 1.5M | $83M | -26% | Mar 2025 |
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| LSV Asset Management | 1.5M | $77M | -4% | Dec 2024 |
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| Balyasny Asset Management | 1.3M | $71M | 25893% | Mar 2025 |
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| Royal Bank of Canada | 1.2M | $68M | 1% | Mar 2025 |
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| Qube Research & Technologies | 1.2M | $64M | 7% | Dec 2024 |
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| Millennium Management | 1.1M | $62M | 760% | Mar 2025 |
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| Norges Bank Investment Management | 1.1M | $57M | 100% | Dec 2024 |
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| NewEdge Wealth | 1.0M | $56M | -8% | Mar 2025 |
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| T. Rowe Price Associates | 967k | $51M | -1% | Dec 2024 |
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| D. E. Shaw & Co | 962k | $53M | 259% | Mar 2025 |
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| Jpmorgan Chase & Co | 943k | $52M | 46% | Mar 2025 |
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| Bank of America Corporation | 915k | $48M | 197% | Dec 2024 |
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| Ubs Global Asset Management Americas | 876k | $48M | 7% | Mar 2025 |
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| Goldman Sachs Group | 849k | $47M | 15% | Mar 2025 |
|
| Nuveen | 828k | $760k | 100% | Mar 2025 |
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| Citadel Advisors | 806k | $44M | 9% | Mar 2025 |
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| WEDGE Capital Management L | 783k | $43M | -12% | Mar 2025 |
|
| Branch Banking & Trust Company | 767k | $42M | 13% | Mar 2025 |
|
| Clark Capital Management Group | 744k | $41M | -3% | Mar 2025 |
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| UBS Group | 740k | $41M | -10% | Mar 2025 |
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| Btim | 736k | $40M | 52% | Mar 2025 |
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| Envestnet Asset Management | 704k | $39M | 18% | Mar 2025 |
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| Jane Street | 698k | $38M | 105% | Mar 2025 |
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| First Trust Advisors | 656k | $36M | 68% | Mar 2025 |
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| Nuveen Asset Management | 649k | $34M | -17% | Dec 2024 |
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| Bnp Paribas Arbitrage, Snc | 624k | $34M | 3% | Mar 2025 |
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| New Vernon Capital Holdings II | 621k | $11M | 5391% | Mar 2025 |
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| Miller/Howard Investments | 554k | $30M | 100% | Mar 2025 |
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| CalPERS | 525k | $29M | -4% | Mar 2025 |
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| Bridgewater Associates | 524k | $29M | 19% | Mar 2025 |
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| Blue Whale Capital | 490k | $26M | -4% | Dec 2024 |
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| Prevatt Capital | 460k | $25M | 0% | Mar 2025 |
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| Invesco | 419k | $23M | -73% | Mar 2025 |
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| Rhumbline Advisers | 406k | $22M | -1% | Mar 2025 |
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| Retirement Systems of Alabama | 380k | $21M | -1% | Mar 2025 |
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| Sei Investments | 372k | $20M | 10% | Dec 2024 |
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| Thomas Stevens, CFA" | 367k | $20M | 70% | Mar 2025 |
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| Ing Investment Management | 338k | $18M | 2% | Dec 2024 |
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| Ameriprise Financial | 328k | $18M | -1% | Mar 2025 |
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| Franklin Resources | 316k | $17M | 7% | Mar 2025 |
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| ALPS Advisors | 313k | $17M | 5% | Mar 2025 |
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| Moran Wealth Management | 310k | $17M | -1% | Mar 2025 |
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| Principal Financial Group | 309k | $17M | -2% | Mar 2025 |
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| Skandinaviska Enskilda Banken AB | 298k | $16M | -21% | Mar 2025 |
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| Robeco Institutional Asset Management B V | 293k | $16M | -38% | Mar 2025 |
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| Liontrust Investment Partners | 293k | $16M | 100% | Dec 2024 |
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| Legal & General Group | 287k | $16M | 1% | Mar 2025 |
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| Swedbank AB | 285k | $15M | 0% | Dec 2024 |
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| Grantham, Mayo, Van Otterloo & Co | 273k | $15M | 68% | Mar 2025 |
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| Swiss National Bank | 266k | $15M | -3% | Mar 2025 |
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| Susquehanna International | 264k | $14M | -21% | Dec 2024 |
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| Two Sigma Investments | 264k | $15M | 623% | Mar 2025 |
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| Empowered Funds | 228k | $13M | 14% | Mar 2025 |
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| Cambria Investment Management | 228k | $12M | 2% | Dec 2024 |
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| Capital Fund Management | 223k | $12M | 160% | Mar 2025 |
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| Raymond James Financial | 201k | $11M | -1% | Mar 2025 |
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| Ibex Wealth Advisors | 195k | $11M | 1% | Mar 2025 |
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| Edgestream Partners | 194k | $11M | 100% | Mar 2025 |
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| Walleye Trading Advisors | 192k | $10M | 3% | Dec 2024 |
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| Alliancebernstein | 190k | $10M | -3% | Mar 2025 |
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| Financial Counselors | 178k | $9.8M | -3% | Mar 2025 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 170k | $9.3M | -15% | Mar 2025 |
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| CI Private Wealth | 167k | $9.1M | 5% | Mar 2025 |
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| Florida State Board of Administration | 161k | $8.8M | -4% | Mar 2025 |
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| DekaBank Deutsche Girozentrale | 155k | $8.2M | 0% | Mar 2025 |
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| New York State Teachers Retirement System | 153k | $8.4M | -8% | Mar 2025 |
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| Corebridge Financial | 148k | $8.1M | -5% | Mar 2025 |
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| Wells Fargo & Company | 148k | $8.1M | 49% | Mar 2025 |
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| Sound Income Strategies | 143k | $7.9M | -22% | Mar 2025 |
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| Royce & Associates | 143k | $7.8M | -9% | Mar 2025 |
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| Tectonic Advisors | 133k | $7.3M | 10% | Mar 2025 |
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| California State Teachers Retirement System | 131k | $6.9M | -2% | Dec 2024 |
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| Crossmark Global Holdings | 127k | $6.9M | 18% | Mar 2025 |
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| Mitsubishi UFJ Trust & Banking Corp | 120k | $6.6M | -8% | Mar 2025 |
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| Nordea Investment Management Ab | 119k | $6.3M | 6% | Dec 2024 |
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| Victory Capital Management | 114k | $6.2M | 52% | Mar 2025 |
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| Great-West Life Assurance Company | 113k | $6.2M | -9% | Mar 2025 |
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| Barclays | 113k | $6.2M | -16% | Mar 2025 |
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| Intech Investment Management | 112k | $6.2M | -38% | Mar 2025 |
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| Treasurer of the State of North Carolina | 111k | $6.1M | 1% | Mar 2025 |
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| Monongahela Capital Management | 110k | $6.0M | -1% | Mar 2025 |
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| LPL Financial | 107k | $5.9M | 9% | Mar 2025 |
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| Manufacturers Life Insurance Company | 106k | $5.8M | -3% | Mar 2025 |
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| Brian McDonald | 104k | $5.7M | -6% | Mar 2025 |
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| Crawford Investment Counsel | 104k | $5.7M | 2% | Mar 2025 |
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| Brevan Howard Capital Management | 104k | $5.7M | 100% | Mar 2025 |
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| Redwood Investment Management | 103k | $5.4M | 34% | Dec 2024 |
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| Allspring Global Investments Holdings | 101k | $5.7M | 98% | Mar 2025 |
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| Macquarie Group | 99k | $5.4k | 38% | Mar 2025 |
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| HPM Partners | 95k | $5.2M | -17% | Mar 2025 |
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| Segall Bryant & Hamill | 95k | $5.2M | 0% | Mar 2025 |
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| Schroder Investment Management Group | 94k | $5.1M | -51% | Mar 2025 |
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| Federated Investors | 93k | $5.1M | 3% | Mar 2025 |
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| Two Sigma Advisers | 91k | $5.0M | 100% | Mar 2025 |
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| Amundi | 87k | $4.6M | 2% | Dec 2024 |
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| State of Wisconsin Investment Board | 85k | $4.7M | -8% | Mar 2025 |
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| New York State Common Retirement Fund | 84k | $4.6M | -7% | Mar 2025 |
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| Allianz Asset Management | 84k | $4.6M | 6% | Mar 2025 |
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| Brandywine Global Investment Management | 82k | $4.5M | -4% | Mar 2025 |
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| Creative Planning | 82k | $4.5M | 15% | Mar 2025 |
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| Ruffer | 80k | $4.2M | 100% | Dec 2024 |
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| MetLife Investment Advisors | 79k | $4.1M | 7% | Dec 2024 |
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| Squarepoint Ops | 78k | $4.1M | 100% | Dec 2024 |
|
| Wolverine Trading | 77k | $4.0M | -3% | Dec 2024 |
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| Henderson Group | 77k | $4.2M | 19% | Mar 2025 |
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| TrimTabs Asset Management | 74k | $4.1M | 15% | Mar 2025 |
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| O'shaughnessy Asset Management | 73k | $3.9M | -13% | Dec 2024 |
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| Man Group | 73k | $3.8M | 140% | Dec 2024 |
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| Mutual Of America Capital Management | 69k | $3.8M | -5% | Mar 2025 |
|
| Janney Montgomery Scott | 67k | $3.7M | 0% | Mar 2025 |
|
| Hsbc Holdings | 66k | $3.5M | 185% | Mar 2025 |
|
| BI Asset Management Fondsmaeglerselskab A/S | 65k | $3.4M | 100% | Dec 2024 |
|
| Stifel Financial | 62k | $3.3M | -5% | Dec 2024 |
|
| Amalgamated Bank | 62k | $3.4M | -6% | Mar 2025 |
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| NISA Investment Advisors | 61k | $3.4M | -16% | Mar 2025 |
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| Alaska Retirement Management Board | 59k | $3.2M | 0% | Mar 2025 |
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| Ontario Teachers' Pension Plan Board | 59k | $3.2M | 139% | Mar 2025 |
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| Alaska Permanent Fund Corp | 57k | $3.0M | 0% | Dec 2024 |
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| Round Hill Asset Management | 56k | $3.1M | -5% | Mar 2025 |
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| Commerce Bank N A | 56k | $3.1M | 1% | Mar 2025 |
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| State of Tennessee, Treasury Department | 55k | $2.9M | -3% | Dec 2024 |
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| Aurora Investment Counsel | 55k | $3.0M | -1% | Mar 2025 |
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| Illinois Municipal Retirement Fund | 55k | $3.0M | 32% | Mar 2025 |
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| Kendall Capital Management | 55k | $3.0M | 4% | Mar 2025 |
|
| PGGM Vermogensbeheer B.V. | 54k | $3.0M | 0% | Mar 2025 |
|
| Rings Capital Management | 53k | $2.8M | 0% | Dec 2024 |
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| Rockefeller Capital Management | 53k | $2.8M | -2% | Dec 2024 |
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| Ensign Peak Advisors | 52k | $2.8M | -36% | Dec 2024 |
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| Agf Management | 51k | $2.8M | 15% | Mar 2025 |
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| Nomura Holdings | 50k | $2.7M | 175% | Mar 2025 |
|
| American Century Companies | 49k | $2.7M | -52% | Mar 2025 |
|
| Deutsche Bank Aktiengesellschaft | 48k | $2.6M | 7% | Mar 2025 |
|
| Teachers Retirement System Of The State Of Kentucky | 48k | $2.6M | 0% | Mar 2025 |
|
| Tealwood Asset Management | 47k | $2.6M | 0% | Mar 2025 |
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| Ohio Pers | 47k | $2.6M | -8% | Mar 2025 |
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| Yousif Capital Management | 46k | $2.5M | -7% | Mar 2025 |
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| State of New Jersey Common Pension Fund D | 45k | $2.5M | -12% | Mar 2025 |
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| Verition Fund Management | 45k | $2.5M | -48% | Mar 2025 |
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| Mariner Wealth Advisors | 43k | $2.4M | -17% | Mar 2025 |
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| Alberta Investment Management Corporation | 42k | $2.3M | -53% | Mar 2025 |
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| Citigroup | 41k | $2.2M | -40% | Mar 2025 |
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| Teacher Retirement System Of Texas | 39k | $2.1M | -69% | Mar 2025 |
|
| Hennion & Walsh Asset Management | 34k | $1.9M | -49% | Mar 2025 |
|
| Mackenzie Financial | 27k | $1.5M | -55% | Mar 2025 |
|
| Wealthfront Advisers | 19k | $1.0M | -61% | Mar 2025 |
|
| Peak6 | 16k | $864k | -94% | Mar 2025 |
|
| Prudential | 11k | $572k | -86% | Dec 2024 |
|
| Tudor Investment Corporation | 11k | $593k | -96% | Mar 2025 |
|
| Leuthold Weeden Capital Management | 6.7k | $369k | -91% | Mar 2025 |
|
| Mirae Asset Global Investments | 1.0k | $55k | -99% | Mar 2025 |
|
Who sold out of H&R Block?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Acadian Asset Management | Dec 2024 | 193k | $10M |
| Engineers Gate Manager | Sep 2024 | 187k | $12M |
| Parallax Volatility Advisers | Dec 2024 | 149k | $7.9M |
| Winton Capital | Sep 2024 | 104k | $6.6M |
| Hrt Financial | Sep 2024 | 88k | $5.6M |
| Renaissance Technologies | Dec 2024 | 60k | $3.2M |
| Monument Capital Management | Dec 2024 | 54k | $2.8M |
| Caisse de depot et placement du Quebec | Dec 2024 | 52k | $2.8M |