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Get Institutions for : 
H&R Block Inc (HRB)  
$49.11 0.45 (0.92%) as of 4:30 Thu 3/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 449    23
Total shares held : 
125,571,995  
% of shares held : 
65.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
-4,691,022  
% of shares held change : 
  -2.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$42.42  
Last Quarter's Ending Price : 
$48.37  
Last Quarter's Average Price
$44.57  
Change from last quarter's     
avg. price to the last closing  : 
4.54 (10.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
62
 2,943,731
 2.34%
 
Increased Positions :
137
 5,136,797
 4.09%
 
Unchanged Positions :
94
 1,427,608
 1.14%
 
Decreased Positions :
156
-9,930,877
-7.91%
 
Closed Positions :
39
-2,840,673
-2.26%
 
Guru Positions :
2
23,492
 0.02%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FMR LLC 221 - 2023-12-31 21,588,843 $1,044,252,000 -337,486
   BLACKROCK INC. 638 - 2023-12-31 17,882,904 $864,996,000 -537,795
   VANGUARD GROUP INC 782 - 2023-12-31 14,641,461 $708,207,000 -391,939
   STATE STREET CORP 700 - 2023-12-31 5,468,212 $266,270,000 -617,498
   LAZARD ASSET MANAGEMENT LLC 74 - 2023-12-31 4,737,835 $229,167,000 -1,593,166
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 345 - 2023-12-31 3,776,597 $182,674,000 -67,790
   WELLINGTON MANAGEMENT CO LLP 449 - 2023-12-31 3,200,119 $154,790,000 -382,298
   FULLER & THALER ASSET MANAGEMENT, INC. 45 - 2023-12-31 2,620,088 $126,734,000 -148,337
   Boston Partners 202 - 2023-12-31 2,512,092 $121,501,000 -34,351
   DIMENSIONAL FUND ADVISORS INC 757 - 2023-12-31 2,469,698 $119,463,000 79,759
   GEODE CAPITAL MANAGEMENT LLC 792 - 2023-12-31 2,335,998 $113,147,000 -38,730
   AQR CAPITAL MANAGEMENT LLC 109 - 2023-12-31 2,299,310 $111,218,000 -420,169
   NORTHERN TRUST CORP 602 - 2023-12-31 2,218,638 $107,316,000 43,466
   BANK OF NEW YORK MELLON CORP 691 - 2023-12-31 1,887,133 $91,281,000 -39,102
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 186 - 2023-12-31 1,768,682 $85,551,000 245,524
   NORGES BANK 680 *New 2023-12-31 1,707,778 $82,605,000 1,707,778
   LSV ASSET MANAGEMENT 167 - 2023-12-31 1,680,700 $81,295,000 -14,515
   Pacer Advisors Inc. 119 - 2023-12-31 1,574,162 $76,142,000 14,268
   NewEdge Wealth LLC 8 - 2023-12-31 1,133,994 $54,851,000 126,248
   GOLDMAN SACHS GROUP INC/ 959 - 2023-12-31 1,094,791 $52,955,000 -87,367
   MORGAN STANLEY 1715 - 2023-12-31 1,043,400 $50,469,000 -163,125
   D E SHAW & CO INC 240 - 2023-12-31 1,038,614 $50,238,000 -131,473
   ROYAL BANK OF CANADA 714 - 2023-12-31 980,017 $47,404,000 718,251
   HIGHTOWER ADVISORS, LLC 260 - 2023-12-31 960,539 $46,446,000 6,501
   NUVEEN ASSET MANAGEMENT, LLC 698 - 2023-12-31 848,092 $41,025,000 -54,236
   BNP PARIBAS ARBITRAGE SA 309 - 2023-12-31 782,288 $37,839,000 630,384
   CITADEL ADVISORS LLC 555 - 2023-12-31 777,666 $37,616,000 -1,262,349
   J P MORGAN CHASE & CO 1351 - 2023-12-31 609,782 $29,495,000 10,194
   Man Group plc 276 - 2023-12-31 564,893 $27,324,000 564,893
   INVESCO LTD 1249 - 2023-12-31 558,010 $26,991,000 64,057
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 529 - 2023-12-31 551,156 $26,659,000 263,546
   PRINCIPAL FINANCIAL GROUP INC 724 - 2023-12-31 532,516 $25,758,000 -33,671
   RHUMBLINE ADVISERS 592 - 2023-12-31 480,092 $23,222,000 -28,852
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 309 - 2023-12-31 476,285 $23,038,000 -1,244
   BANK OF AMERICA CORP /DE/ 1693 - 2023-12-31 475,448 $22,997,000 -79,847
   VOLORIDGE INVESTMENT MANAGEMENT LLC 298 - 2023-12-31 448,019 $21,671,000 -305,394
   CLARK CAPITAL MANAGEMENT GROUP INC 140 *New 2023-12-31 443,685 $21,461,000 443,685
   Blue Whale Capital LLP 14 - 2023-12-31 405,000 $19,590,000 350,000
   BRIDGEWATER ASSOCIATES INC 151 - 2023-12-31 381,030 $18,430,000 50,946
   VICTORY CAPITAL MANAGEMENT INC 794 - 2023-12-31 379,919 $18,377,000 3,721
   Retirement Systems of Alabama 270 - 2023-12-31 363,889 $17,601,000 69,846
   Prevatt Capital Ltd 10 - 2023-12-31 360,000 $17,413,000 0
   ROYCE & ASSOCIATES LLC 181 - 2023-12-31 359,120 $17,371,000 -216,000
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 212 - 2023-12-31 347,147 $16,792,000 -108,605
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 781 - 2023-12-31 343,110 $16,596,000 37,484
   FIRST TRUST ADVISORS LP 842 - 2023-12-31 339,254 $16,410,000 206,783
   GLENMEDE TRUST CO NA 244 - 2023-12-31 330,664 $15,994,000 270,030
   SCHRODER INVESTMENT MANAGEMENT GROUP 518 - 2023-12-31 320,958 $15,525,000 -494,978
   AMERICAN CENTURY COMPANIES INC 967 - 2023-12-31 318,011 $15,382,000 -196,663
   Sound Income Strategies LLC 25 - 2023-12-31 288,148 $13,938,000 -11,218
   Swiss National Bank 737 - 2023-12-31 288,100 $13,935,000 -46,700
   ING INVESTMENT MANAGEMENT LLC 528 - 2023-12-31 267,627 $12,945,000 -4,164
   LEGAL & GENERAL GROUP PLC 1034 - 2023-12-31 252,614 $12,219,000 -3,411
   South Dakota Investment Council 86 - 2023-12-31 250,402 $12,112,000 0
   ALLIANCEBERNSTEIN L.P. 1073 - 2023-12-31 242,668 $11,738,000 19,638
   CREDIT SUISSE/ 876 - 2023-12-31 225,802 $10,922,000 19,057
   UBS Group AG 1414 - 2023-12-31 220,293 $10,656,000 -149,776
   SEI INVESTMENTS CO 884 - 2023-12-31 205,272 $9,929,000 51,922
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM - 2023-12-31 197,665 $9,561,000 -2,935
   FINANCIAL COUNSELORS INC - 2023-12-31 196,183 $9,489,000 -2,195
   AMERIPRISE FINANCIAL INC 1771 - 2023-12-31 195,518 $9,465,000 -46,212
   AMERICAN INTERNATIONAL GROUP INC 427 - 2023-12-31 195,254 $9,444,000 -20,175
   IBEX WEALTH ADVISORS 7 - 2023-09-30 219,180 $9,438,000 -16,814
   FRANKLIN RESOURCES INC 904 - 2023-12-31 185,226 $8,959,000 76,602
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 619 - 2023-12-31 184,713 $8,935,000 49
   GRANTHAM MAYO VAN OTTERLOO & CO LLC 248 - 2023-12-31 178,525 $8,635,000 -57,846
   Paradiem LLC 15 *New 2023-12-31 158,592 $7,671,000 158,592
   RODGERS BROTHERS INC. 17 - 2023-12-31 157,700 $7,628,000 -1,000
   BARCLAYS PLC 1210 - 2023-12-31 157,057 $7,597,000 56,233
   ALPS ADVISERS INC 169 - 2023-12-31 156,985 $7,593,000 16,623
   CI Private Wealth LLC 591 - 2023-12-31 156,036 $7,547,000 1,039
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 726 - 2023-12-31 155,474 $7,520,000 -13,906
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 155,054 $7,500,000 38,476
   GREAT WEST LIFE ASSURANCE CO /CAN/ 623 - 2023-12-31 151,715 $7,317,000 -2,913
   PRUDENTIAL FINANCIAL INC 780 - 2023-12-31 148,828 $7,199,000 136,004
   DEKABANK DEUTSCHE GIROZENTRALE - 2023-12-31 139,492 $6,746,000 65,278
   RAYMOND JAMES & ASSOCIATES 1353 - 2023-12-31 134,823 $6,521,000 8,526
   NEW YORK STATE COMMON RETIREMENT FUND 1012 - 2023-12-31 132,869 $6,427,000 -18,288
   Redwood Investment Management LLC 34 - 2023-12-31 125,101 $6,051,000 88,246
   TEXAS PERMANENT SCHOOL FUND 420 - 2023-12-31 124,337 $6,014,000 -4,996
   MACKENZIE FINANCIAL CORP 527 - 2023-12-31 122,800 $5,940,000 30,959
   MANUFACTURERES LIFE INSURANCE CO 1089 - 2023-12-31 116,868 $5,653,000 -9,925
   CRAWFORD INVESTMENT COUNSEL INC 121 - 2023-12-31 115,540 $5,589,000 3,516
   TEACHER RETIREMENT SYSTEM OF TEXAS 389 - 2023-12-31 105,363 $5,096,000 36,517
   AMALGAMATED BANK 468 - 2023-12-31 104,909 $5,074,000 1,105
   WELLS FARGO & CO/MN 1912 - 2023-12-31 104,827 $5,070,000 8,007
   MACQUARIE GROUP LTD 955 - 2023-12-31 104,370 $5,048,000 11,469
   HSBC HOLDINGS PLC 927 - 2023-12-31 101,437 $4,899,000 -10,616
   NORDEA INVESTMENT MANAGEMENT AB 529 - 2023-12-31 99,642 $4,850,000 -1,340
   O SHAUGHNESSY ASSET MANAGEMENT LLC 322 - 2023-12-31 97,279 $4,705,000 5,946
   Crossmark Global Holdings Inc. 229 - 2023-12-31 95,978 $4,643,000 25,118
   HRT FINANCIAL LLC 311 - 2023-12-31 94,905 $4,590,000 -130,656
   TECTONIC ADVISORS LLC 56 - 2023-12-31 94,171 $4,555,000 -796
   LPL FINANCIAL CORP 1739 - 2023-12-31 93,539 $4,524,000 11,492
   Hennion & Walsh Asset Management Inc. 86 - 2023-12-31 92,630 $4,481,000 -2,874
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2023-12-31 89,136 $4,312,000 -9,949
   PUTNAM INVESTMENTS LLC 414 - 2023-12-31 87,675 $4,241,000 -48,561
   PRICE T ROWE ASSOCIATES INC /MD/ 1254 - 2023-12-31 85,770 $4,150,000 4,009
   STATE OF NEW JERSEY COMMON PENSION FUND D 753 - 2023-12-31 85,279 $4,125,000 0
   MetLife Investment Advisors LLC 587 - 2023-12-31 85,081 $4,115,000 -6,277

  100 Records found
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