H&R Block, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 16.44 M | $868.72 M | 1.63% | 11.75% |
| FMR LLC | 02/13/2025 | 14.41 M | $761.37 M | -23.89% | 10.30% |
| VANGUARD GROUP INC | 02/11/2025 | 14.25 M | $753.14 M | 0.25% | 10.19% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 5.22 M | $275.80 M | 5.73% | 3.73% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 4.70 M | $248.45 M | 12.52% | 3.36% |
| STATE STREET CORP | 02/14/2025 | 4.59 M | $244.45 M | 2.29% | 3.28% |
| BOSTON PARTNERS | 02/11/2025 | 4.50 M | $237.81 M | 58.46% | 3.22% |
| PACER ADVISORS, INC. | 01/22/2025 | 2.74 M | $144.53 M | 21.12% | 1.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 2.60 M | $137.46 M | -0.54% | 1.86% |
| LAZARD ASSET MANAGEMENT LLC | 02/14/2025 | 2.59 M | $136.59 M | 36.81% | 1.85% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.34 M | $123.40 M | 1.31% | 1.67% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 2.25 M | $118.87 M | 5.64% | 1.61% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 2.05 M | $108.36 M | 12.76% | 1.47% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 2.02 M | $106.87 M | -13.41% | 1.45% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 1.68 M | $89.02 M | 2.93% | 1.20% |
| INVESCO LTD. | 02/13/2025 | 1.57 M | $83.20 M | 26.54% | 1.13% |
| LSV ASSET MANAGEMENT | 02/13/2025 | 1.46 M | $77.07 M | -4.36% | 1.04% |
| ROYAL BANK OF CANADA | 02/14/2025 | 1.23 M | $65.22 M | 0.15% | 0.88% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 1.21 M | $63.84 M | 6.90% | 0.86% |
| NEWEDGE WEALTH, LLC | 02/05/2025 | 1.10 M | $57.90 M | 11.52% | 0.78% |
| NORGES BANK | 02/12/2025 | 1.08 M | $57.25 M | 100.00% | 0.77% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 967,369 | $51.12 M | -0.51% | 0.69% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 01/15/2025 | 884,714 | $46.75 M | 13.82% | 0.63% |
| UBS GROUP AG | 02/14/2025 | 823,491 | $43.51 M | 375.48% | 0.59% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 822,378 | $43.45 M | 17.80% | 0.59% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 02/14/2025 | 764,320 | $40.39 M | 0.74% | 0.55% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 736,405 | $38.91 M | -22.71% | 0.53% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 676,294 | $35.74 M | 2.98% | 0.48% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 649,361 | $34.31 M | -17.47% | 0.46% |
| JPMORGAN CHASE & CO | 02/12/2025 | 644,417 | $34.05 M | -14.57% | 0.46% |
| BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 608,738 | $32.17 M | 18.21% | 0.44% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 597,699 | $31.58 M | 1.65% | 0.43% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 545,643 | $28.83 M | -3.29% | 0.39% |
| BLUE WHALE CAPITAL LLP | 02/13/2025 | 489,690 | $25.88 M | -4.26% | 0.35% |
| BOSTON TRUST WALDEN CORP | 01/24/2025 | 483,572 | $25.55 M | 100.00% | 0.35% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 01/23/2025 | 473,112 | $25.00 M | 105.69% | 0.34% |
| PREVATT CAPITAL LTD | 02/14/2025 | 460,000 | $24.31 M | 0.00% | 0.33% |
| BRIDGEWATER ASSOCIATES, LP | 02/13/2025 | 440,476 | $23.27 M | 42.24% | 0.31% |
| RHUMBLINE ADVISERS | 01/30/2025 | 410,275 | $21.68 M | -0.01% | 0.29% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 389,955 | $20.61 M | -9.13% | 0.28% |
| RETIREMENT SYSTEMS OF ALABAMA | 01/27/2025 | 384,026 | $20.29 M | 17.51% | 0.27% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 02/10/2025 | 374,600 | $19.53 M | 46.67% | 0.27% |
| SEI INVESTMENTS CO | 02/11/2025 | 371,743 | $19.64 M | 10.10% | 0.27% |
| VOYA INVESTMENT MANAGEMENT LLC | 02/14/2025 | 337,931 | $17.86 M | 2.17% | 0.24% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 331,502 | $17.53 M | 47.45% | 0.24% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 315,211 | $16.66 M | -2.58% | 0.23% |
| MORAN WEALTH MANAGEMENT, LLC | 02/07/2025 | 313,013 | $16.54 M | -0.30% | 0.22% |
| ALPS ADVISORS INC | 02/13/2025 | 298,794 | $15.79 M | 16.38% | 0.21% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 296,509 | $15.67 M | 18.47% | 0.21% |
| LIONTRUST INVESTMENT PARTNERS LLP | 02/13/2025 | 292,884 | $15.48 M | 100.00% | 0.21% |
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H&R Block, Inc. institutional Ownership - FAQ's
During the previous two years, 834 institutional investors and hedge funds held shares of H&R Block, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 16.44 M
FMR LLC: 14.41 M
VANGUARD GROUP INC: 14.25 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5.22 M
FULLER & THALER ASSET MANAGEMENT, INC.: 4.7 M
STATE STREET CORP: 4.59 M
90.27% of H&R Block, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 191.04 M shares in the last 24 months. This purchase volume represents approximately $10.14 B in transactions.