Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
H&R Block Inc (HRB)  
$46.50 0.14 (0.3%) as of 4:30 Fri 4/26


Download
     
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  : 
1.93 (4.33%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   DIMENSIONAL FUND ADVISORS INC 757 - 2023-12-31 2,469,698 $119,463,000 79,759
   NORTHERN TRUST CORP 602 - 2023-12-31 2,218,638 $107,316,000 43,466
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 186 - 2023-12-31 1,768,682 $85,551,000 245,524
   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
   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
   BNP PARIBAS ARBITRAGE SA 309 - 2023-12-31 782,288 $37,839,000 630,384
   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
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 293 - 2024-03-31 548,196 $26,922,000 71,911
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 529 - 2023-12-31 551,156 $26,659,000 263,546
   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
   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
   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
   SEI INVESTMENTS CO 884 - 2023-12-31 205,272 $9,929,000 51,922
   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
   IBEX WEALTH ADVISORS 11 - 2024-03-31 235,108 $8,584,000 15,928
   Paradiem LLC 21 - 2024-03-31 163,878 $8,048,000 5,286
   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
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 155,054 $7,500,000 38,476
   DEKABANK DEUTSCHE GIROZENTRALE 500 - 2024-03-31 154,795 $7,443,000 15,303
   RAYMOND JAMES & ASSOCIATES 1327 - 2024-03-31 150,284 $7,380,000 15,461
   PRUDENTIAL FINANCIAL INC 780 - 2023-12-31 148,828 $7,199,000 136,004
   Redwood Investment Management LLC 34 - 2023-12-31 125,101 $6,051,000 88,246
   MACKENZIE FINANCIAL CORP 527 - 2023-12-31 122,800 $5,940,000 30,959
   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
   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
   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
   LPL FINANCIAL CORP 1739 - 2023-12-31 93,539 $4,524,000 11,492
   PRICE T ROWE ASSOCIATES INC /MD/ 1254 - 2023-12-31 85,770 $4,150,000 4,009
   Advisor Group Holdings Inc. 1378 - 2023-12-31 80,077 $3,873,000 44,213
   CANADA PENSION PLAN INVESTMENT BOARD 738 - 2023-12-31 72,000 $3,483,000 72,000
   PGGM INVESTMENTS 229 - 2023-12-31 69,147 $3,345,000 2,068
   JANNEY MONTGOMERY SCOTT LLC 893 - 2023-12-31 67,036 $3,243,000 42
   Skandinaviska Enskilda Banken AB (publ) 471 - 2023-12-31 66,200 $3,202,000 66,200
   ONTARIO TEACHERS PENSION PLAN BOARD 109 - 2023-12-31 65,196 $3,154,000 15,810
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 539 - 2023-12-31 58,000 $2,805,000 58,000
   ENVESTNET ASSET MANAGEMENT INC 2253 - 2023-12-31 57,529 $2,783,000 21,568
   BURNEY CO/ 190 - 2023-12-31 57,106 $2,762,000 24,628
   STIFEL FINANCIAL CORP 1512 - 2023-12-31 51,956 $2,513,000 834
   Monument Capital Management 55 - 2024-03-31 50,593 $2,485,000 3,072
   WEDGE CAPITAL MANAGEMENT L L P/NC 303 - 2024-03-31 49,460 $2,429,000 18,673
   AVIVA PLC 534 - 2023-12-31 48,437 $2,343,000 9,207
   COMMERCE BANK N A/MO 445 - 2023-12-31 46,705 $2,259,000 599
   ALASKA RETIREMENT MANAGEMENT BOARD 648 - 2024-03-31 45,138 $2,216,000 29,595
   MARINER WEALTH ADVISORS, LLC 1034 - 2023-12-31 43,690 $2,114,000 20,927
   CREATIVE PLANNING 900 - 2023-12-31 43,210 $2,090,000 1,678
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1896 - 2023-12-31 41,233 $1,994,000 17,671
   BRANDYWINE ASSET MANAGEMENT LLC 564 - 2023-12-31 40,011 $1,935,000 20,123
   State of Tennessee Treasury Department 896 - 2023-12-31 39,000 $1,886,000 39,000
   WALLEYE TRADING LLC 434 - 2023-12-31 37,197 $1,799,000 31,982
   Stratos Wealth Advisors LLC 225 - 2024-03-31 34,684 $1,703,000 411
   SUMITOMO MITSUI FINANCIAL GROUP INC. 76 - 2023-12-31 20,747 $1,650,000 9,744
   TrimTabs Asset Management LLC 86 - 2024-03-31 32,235 $1,583,000 9,218
   HPM Partners LLC - 2023-12-31 32,501 $1,572,000 1,770
   Toroso Investments LLC 449 - 2023-12-31 31,795 $1,538,000 9,729
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 734 - 2023-12-31 31,760 $1,536,000 922
   Linden Thomas Advisory Services LLC 143 - 2023-12-31 31,129 $1,506,000 503
   MARINER QUANTITATIVE SOLUTIONS, LLC 42 - 2023-12-31 29,788 $1,441,000 3,559
   Allspring Global Investments Holdings LLC 1291 - 2024-03-31 26,849 $1,319,000 3,413
   INTECH INVESTMENT MANAGEMENT LLC 394 - 2023-12-31 26,269 $1,271,000 9,037
   Kendall Capital Management - 2023-12-31 25,975 $1,256,000 8,565
   Kestra Advisory Services LLC 1042 - 2023-12-31 24,058 $1,164,000 1,938
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1185 - 2024-03-31 22,951 $1,127,000 3,511
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 23,258 $1,125,000 3,405
   Quent Capital LLC 84 - 2023-12-31 23,085 $1,117,000 159
   ETF MANAGERS GROUP LLC 194 - 2023-03-31 28,128 $992,000 419
   PNC FINANCIAL SERVICES GROUP INC 1147 - 2023-12-31 20,103 $972,000 4,348
   FEDERATED INVESTORS INC /PA/ 1133 - 2023-12-31 19,946 $965,000 559
   Measured Wealth Private Client Group LLC 45 - 2024-03-31 19,395 $952,000 2,089
   JustInvest LLC 693 - 2023-12-31 18,796 $909,000 8,808
   Quantinno Capital Management LP 676 - 2023-12-31 16,863 $816,000 996
   Centiva Capital LP 368 - 2023-12-31 16,698 $808,000 16,698
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2177 - 2024-03-31 16,345 $803,000 288
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 702 - 2023-12-31 16,556 $801,000 411
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1884 - 2024-03-31 16,135 $792,000 347
   NEW VERNON CAPITAL HOLDINGS II LLC 26 - 2023-12-31 16,130 $780,000 5,730
   CSS LLC/IL 136 - 2023-12-31 15,448 $747,000 658
   Burns Matteson Capital Management LLC 52 - 2023-12-31 15,235 $737,000 15,235
   PARK AVENUE SECURITIES LLC 798 - 2024-03-31 14,937 $734,000 3,672
   CAPTRUST FINANCIAL ADVISORS 1548 - 2023-12-31 13,407 $649,000 4,830
   ARP AMERICAS LLC 258 - 2023-12-31 13,149 $636,000 1,297
   UNITED SERVICES AUTOMOBILE ASSOCIATION 299 - 2023-12-31 12,759 $617,000 1,376
   Cresset Asset Management LLC 1117 - 2023-12-31 12,339 $600,000 678
   FIRST CITIZENS BANK & TRUST CO 298 - 2024-03-31 12,110 $595,000 144
   Goss Wealth Management LLC 1187 - 2023-12-31 12,210 $586,000 2,556
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us