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 |
|---|---|---|---|---|---|
| FMR | 21M | $1.0B | -5% | Mar 2024 |
|
| BlackRock | 17M | $817M | -10% | Mar 2024 |
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| Vanguard Group | 14M | $699M | -3% | Mar 2024 |
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| Lazard Asset Management | 4.7M | $229M | -25% | Dec 2023 |
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| Charles Schwab Investment Management | 4.7M | $229M | 23% | Mar 2024 |
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| Robeco Investment Management | 3.3M | $161M | 30% | Mar 2024 |
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| Wellington Management Company | 3.2M | $155M | -11% | Dec 2023 |
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| Hanna Zanoni | 3.2M | $155M | 14% | Mar 2024 |
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| Geode Capital Management | 2.6M | $129M | 10% | Mar 2024 |
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| Dimensional Fund Advisors | 2.5M | $121M | 0% | Mar 2024 |
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| Citadel Advisors | 2.0M | $100M | 69% | Mar 2024 |
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| Northern Trust | 2.0M | $98M | -8% | Mar 2024 |
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| Arrowstreet Capital, Limited Partnership | 1.8M | $89M | 2% | Mar 2024 |
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| Pacer Advisors | 1.8M | $88M | 14% | Mar 2024 |
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| Bank of New York Mellon | 1.8M | $87M | -7% | Mar 2024 |
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| LSV Asset Management | 1.6M | $79M | -4% | Mar 2024 |
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| AQR Capital Management | 1.5M | $75M | -34% | Mar 2024 |
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| Royal Bank of Canada | 1.3M | $63M | 31% | Mar 2024 |
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| Morgan Stanley | 1.1M | $85M | -7% | Mar 2024 |
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| NewEdge Wealth | 944k | $45M | -17% | Mar 2024 |
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| Squarepoint Ops | 876k | $43M | 3654% | Mar 2024 |
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| Voloridge Investment Management | 869k | $43M | 94% | Mar 2024 |
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| Nuveen Asset Management | 859k | $42M | -5% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 818k | $40M | 5% | Mar 2024 |
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| Goldman Sachs Group | 777k | $38M | -29% | Mar 2024 |
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| Clark Capital Management Group | 719k | $35M | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 669k | $33M | 10% | Mar 2024 |
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| D. E. Shaw & Co | 663k | $33M | -47% | Mar 2024 |
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| Victory Capital Management | 659k | $32M | 73% | Mar 2024 |
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| Blue Whale Capital | 650k | $32M | 1082% | Mar 2024 |
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| CalPERS | 595k | $29M | 8% | Mar 2024 |
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| Bank of America Corporation | 589k | $29M | 24% | Mar 2024 |
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| T. Rowe Price Associates | 580k | $29M | 576% | Mar 2024 |
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| Robeco Institutional Asset Management B V | 548k | $27M | 19% | Mar 2024 |
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| Principal Financial Group | 527k | $26M | -1% | Mar 2024 |
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| Susquehanna International | 461k | $23M | 68% | Mar 2024 |
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| Prevatt Capital | 460k | $23M | 100% | Mar 2024 |
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| Rhumbline Advisers | 449k | $22M | -7% | Mar 2024 |
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| Man Group | 386k | $19M | -32% | Mar 2024 |
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| Bridgewater Associates | 381k | $18M | 15% | Dec 2023 |
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| Retirement Systems of Alabama | 359k | $18M | -1% | Mar 2024 |
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| Ubs Global Asset Management Americas | 332k | $16M | -3% | Mar 2024 |
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| Capital Fund Management | 319k | $16M | 84% | Mar 2024 |
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| Sei Investments | 307k | $15M | 100% | Mar 2024 |
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| Swiss National Bank | 284k | $14M | -1% | Mar 2024 |
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| Sound Income Strategies | 273k | $13M | -5% | Mar 2024 |
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| Walleye Trading Advisors | 273k | $13M | 77% | Mar 2024 |
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| Ing Investment Management | 257k | $13M | -5% | Mar 2024 |
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| First Trust Advisors | 257k | $13M | 94% | Mar 2024 |
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| Skandinaviska Enskilda Banken AB | 255k | $13M | 100% | Mar 2024 |
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| Legal & General Group | 247k | $12M | -2% | Mar 2024 |
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| Alliancebernstein | 243k | $12M | 9% | Dec 2023 |
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| UBS Group | 241k | $12M | -28% | Mar 2024 |
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| Ibex Wealth Advisors | 235k | $8.6M | 108245% | Mar 2024 |
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| Credit Suisse | 226k | $11M | 0% | Mar 2024 |
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| Franklin Resources | 219k | $11M | 18% | Mar 2024 |
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| South Dakota Investment Council | 215k | $11M | -14% | Mar 2024 |
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| American International | 195k | $9.4M | -9% | Dec 2023 |
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| Financial Counselors | 194k | $9.5M | -1% | Mar 2024 |
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| Florida State Board of Administration | 193k | $6.8M | 4% | Mar 2024 |
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| Royce & Associates | 191k | $9.4M | -47% | Mar 2024 |
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| Ameriprise Financial | 185k | $9.1M | -23% | Mar 2024 |
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| New York State Teachers Retirement System | 184k | $9.0M | -7% | Mar 2024 |
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| Barclays | 178k | $8.8M | 14% | 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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| Grantham, Mayo, Van Otterloo & Co | 160k | $7.9M | -32% | Mar 2024 |
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| ALPS Advisors | 157k | $7.6M | 12% | Dec 2023 |
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| CI Private Wealth | 156k | $7.6M | 0% | Mar 2024 |
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| DekaBank Deutsche Girozentrale | 155k | $7.4M | 11% | Mar 2024 |
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| Raymond James & Associates | 150k | $7.4M | 11% | Mar 2024 |
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| California State Teachers Retirement System | 145k | $7.1M | -14% | Mar 2024 |
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| Redwood Investment Management | 142k | $7.0M | 14% | Mar 2024 |
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| NISA Investment Advisors | 139k | $6.8M | -11% | Mar 2024 |
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| Walleye Trading | 129k | $6.3M | -13% | Mar 2024 |
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| American Century Companies | 128k | $6.3M | -75% | Mar 2024 |
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| Mackenzie Financial | 123k | $6.1M | 0% | Mar 2024 |
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| Texas Permanent School Fund | 122k | $6.0M | -2% | Mar 2024 |
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| New York State Common Retirement Fund | 117k | $5.7M | -12% | Mar 2024 |
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| Crossmark Global Holdings | 112k | $5.5M | 57% | Mar 2024 |
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| Wells Fargo & Company | 106k | $5.2M | 1% | Mar 2024 |
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| Hsbc Holdings | 101k | $4.9M | -9% | Dec 2023 |
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| Millennium Management | 100k | $4.9M | 60% | Mar 2024 |
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| Amalgamated Bank | 100k | $4.9M | -5% | Mar 2024 |
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| O'shaughnessy Asset Management | 98k | $4.8M | 0% | Mar 2024 |
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| Tectonic Advisors | 97k | $4.8M | 3% | Mar 2024 |
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| HPM Partners | 96k | $4.7M | 197% | Mar 2024 |
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| Nordea Investment Management Ab | 95k | $4.7M | -5% | Mar 2024 |
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| Henderson Group | 94k | $4.6M | 25% | Mar 2024 |
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| Wolverine Trading | 92k | $4.5M | 63% | Mar 2024 |
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| Hennion & Walsh Asset Management | 88k | $4.3M | -5% | Mar 2024 |
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| Glenmede Trust Company | 87k | $4.3M | 43% | Mar 2024 |
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| Envestnet Asset Management | 86k | $4.2M | 139% | Mar 2024 |
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| MetLife Investment Advisors | 85k | $4.1M | -7% | Dec 2023 |
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| Mutual Of America Capital Management | 83k | $4.1M | -7% | Mar 2024 |
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| Marshall Wace | 83k | $4.1M | 100% | Mar 2024 |
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| State of New Jersey Common Pension Fund D | 82k | $4.0M | -4% | Mar 2024 |
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| Jane Street | 81k | $4.0M | 64% | Mar 2024 |
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| LPL Financial | 80k | $3.9M | -3% | Mar 2024 |
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| Brian McDonald | 72k | $3.6M | 9% | Mar 2024 |
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| Caption Management | 71k | $3.5M | 100% | Mar 2024 |
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| PGGM Vermogensbeheer B.V. | 69k | $3.3M | 3% | Dec 2023 |
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| ExodusPoint Capital Management | 69k | $3.4M | 717% | Mar 2024 |
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| Treasurer of the State of North Carolina | 68k | $3.3M | 1% | Mar 2024 |
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| Mitsubishi UFJ Trust & Banking Corp | 68k | $3.3M | 6% | Mar 2024 |
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| Janney Montgomery Scott | 67k | $3.3M | 0% | Mar 2024 |
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| Yousif Capital Management | 66k | $3.2M | -5% | Mar 2024 |
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| Edgestream Partners | 64k | $3.1M | 100% | Mar 2024 |
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| Stifel Financial | 63k | $3.1M | 21% | Mar 2024 |
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| Maverick Capital | 62k | $3.1M | 100% | Mar 2024 |
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| Alaska Permanent Fund Corp | 62k | $3.0M | -12% | Mar 2024 |
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| Ohio Pers | 62k | $3.0M | -9% | Mar 2024 |
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| Mirae Asset Global Investments | 59k | $2.0M | 153% | Mar 2024 |
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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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| Advisor Group Holdings | 53k | $2.6M | -34% | Mar 2024 |
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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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| Verity and Verity | 50k | $7.9M | 100% | Mar 2024 |
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| Russell Investments | 50k | $2.4M | 42% | Mar 2024 |
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| J. Jeffrey Auxier | 50k | $2.4M | -1% | Mar 2024 |
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| WEDGE Capital Management L | 50k | $2.4M | 61% | Mar 2024 |
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| Creative Planning | 49k | $2.4M | 12% | Mar 2024 |
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| Tealwood Asset Management | 48k | $2.3M | 100% | Mar 2024 |
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| Amundi | 47k | $2.2M | 100% | Mar 2024 |
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| Commerce Bank N A | 47k | $2.3M | 0% | Mar 2024 |
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| Agf Management | 47k | $2.3M | -23% | Mar 2024 |
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| Ensign Peak Advisors | 47k | $2.3M | -74% | Mar 2024 |
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| Teacher Retirement System Of Texas | 46k | $2.3M | -56% | Mar 2024 |
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| Deutsche Bank Aktiengesellschaft | 46k | $2.2M | -3% | Mar 2024 |
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| Mariner Wealth Advisors | 45k | $2.2M | 4% | Mar 2024 |
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| Alaska Retirement Management Board | 45k | $2.2M | 190% | Mar 2024 |
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| State of Tennessee, Treasury Department | 45k | $2.2M | 100% | 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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| Comprehensive Portfolio Management | 41k | $2.0M | 0% | Mar 2024 |
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| Brandywine Global Investment Management | 41k | $2.0M | 2% | Mar 2024 |
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| Louisiana State Employees Retirement System | 40k | $2.0M | 0% | Mar 2024 |
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| Arizona State Retirement System | 40k | $1.9M | -3% | Mar 2024 |
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| M^T Bank Corporation | 39k | $1.9M | 0% | Mar 2024 |
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| Cunning Capital Partners | 38k | $1.8M | 0% | Mar 2024 |
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| Dorsey Wright & Associates | 37k | $1.8M | 100% | Mar 2024 |
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| Seven Eight Capital | 37k | $1.8M | -40% | Mar 2024 |
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| Citigroup | 36k | $1.8M | -29% | Mar 2024 |
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| Aviva | 35k | $1.7M | -28% | Mar 2024 |
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| Thrivent Financial for Lutherans | 35k | $1.7M | -8% | Mar 2024 |
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| Stratos Wealth Advisors | 35k | $1.7M | 1% | Mar 2024 |
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| Oregon Public Employees Retirement Fund | 34k | $1.7M | -15% | Mar 2024 |
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| State Treasurer State Of Michigan | 34k | $1.7M | -1% | Mar 2024 |
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| Ontario Teachers' Pension Plan Board | 33k | $1.6M | -50% | Mar 2024 |
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| Qrg Capital Management | 31k | $1.5M | -11% | Mar 2024 |
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| Gts Securities | 29k | $1.4M | -51% | Mar 2024 |
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| Cubist Systematic Strategies | 27k | $1.3M | -36% | Mar 2024 |
|
| Guggenheim Capital, LLC Managers | 22k | $1.1M | -65% | Dec 2023 |
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| Tudor Investment Corporation | 20k | $968k | -73% | Mar 2024 |
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| HighTower Advisors | 19k | $951k | -98% | Mar 2024 |
|
| Dark Forest Capital Management | 7.8k | $384k | -85% | Mar 2024 |
|
| Empowered Funds | 7.4k | $365k | -84% | Mar 2024 |
|
| Qube Research & Technologies | 3.6k | $179k | -98% | Mar 2024 |
|
Who sold out of H&R Block?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Norges Bank Investment Management | Dec 2023 | 1.7M | $83M |
| Trexquant Investment | Sep 2023 | 223k | $9.6M |
| Hrt Financial | Dec 2023 | 95k | $4.6M |
| Allianz Asset Management | Sep 2023 | 95k | $4.1M |
| Algert Coldiron Investors | Sep 2023 | 64k | $2.8M |
| LMM | Dec 2023 | 63k | $3.0M |
| Mercer Global Advisors | Dec 2023 | 47k | $2.3M |