Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree HRB Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of HRB

There is a long list of 468 institutional holders of H and R Block within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of H and R Block by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-H and R Block table below, the initial column indicates the name of each top institutional holder of H and R Block, with a link to that fund's top holdings. The next columns indicate the amount of H and R Block stock held by each of the institutional holders of H and R Block, followed by the H and R Block position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
FMR LLC21,588,843$1,044,252 12/31/2023
     HRB21,588,843$1,044,252 12/31/2023
BlackRock Inc.17,882,904$864,996 12/31/2023
     HRB17,882,904$864,996 12/31/2023
Vanguard Group Inc.14,641,461$708,207 12/31/2023
     HRB14,641,461$708,207 12/31/2023
State Street Corp5,468,212$266,270 12/31/2023
     HRB5,468,212$266,270 12/31/2023
Lazard Asset Management LLC4,737,835$229,167 12/31/2023
     HRB4,737,835$229,167 12/31/2023
Charles Schwab Investment Management Inc.3,776,597$182,674 12/31/2023
     HRB3,776,597$182,674 12/31/2023
Wellington Management Group LLP3,200,119$154,790 12/31/2023
     HRB3,200,119$154,790 12/31/2023
Fuller & Thaler Asset Management Inc.2,620,088$126,734 12/31/2023
     HRB2,620,088$126,734 12/31/2023
Boston Partners2,512,092$121,501 12/31/2023
     HRB2,512,092$121,501 12/31/2023
Dimensional Fund Advisors LP2,469,698$119,463 12/31/2023
     HRB2,469,698$119,463 12/31/2023
Geode Capital Management LLC2,335,998$113,147 12/31/2023
     HRB2,335,998$113,147 12/31/2023
AQR Capital Management LLC2,299,310$111,218 12/31/2023
     HRB2,299,310$111,218 12/31/2023
Northern Trust Corp2,218,638$107,316 12/31/2023
     HRB2,218,638$107,316 12/31/2023
Bank of New York Mellon Corp1,887,133$91,281 12/31/2023
     HRB1,887,133$91,281 12/31/2023
Arrowstreet Capital Limited Partnership1,768,682$85,551 12/31/2023
     HRB1,768,682$85,551 12/31/2023
Norges Bank1,707,778$82,605 12/31/2023
     HRB1,707,778$82,605 12/31/2023
LSV Asset Management1,680,700$81,295 12/31/2023
     HRB1,680,700$81,295 12/31/2023
Pacer Advisors Inc.1,574,162$76,142 12/31/2023
     HRB1,574,162$76,142 12/31/2023
NewEdge Wealth LLC1,133,994$54,851 12/31/2023
     HRB1,133,994$54,851 12/31/2023
D. E. Shaw & Co. Inc. $54,218 12/31/2023
     HRB1,038,614$50,238 12/31/2023
     Call144,500$6,989 12/31/2023
     Put62,200$3,009 12/31/2023
Goldman Sachs Group Inc.1,094,791$52,955 12/31/2023
     HRB1,094,791$52,955 12/31/2023
Morgan Stanley1,043,400$50,469 12/31/2023
     HRB1,043,400$50,469 12/31/2023
Royal Bank of Canada980,017$47,404 12/31/2023
     HRB980,017$47,404 12/31/2023
HighTower Advisors LLC960,539$46,446 12/31/2023
     HRB960,539$46,446 12/31/2023
Citadel Advisors LLC $42,671 12/31/2023
     HRB777,666$37,616 12/31/2023
     Call263,400$12,741 12/31/2023
     Put158,900$7,686 12/31/2023
Nuveen Asset Management LLC848,092$41,025 12/31/2023
     HRB848,092$41,025 12/31/2023
BNP Paribas Arbitrage SA782,288$37,839 12/31/2023
     HRB782,288$37,839 12/31/2023
JPMorgan Chase & Co.609,782$29,495 12/31/2023
     HRB609,782$29,495 12/31/2023
Man Group plc564,893$27,324 12/31/2023
     HRB564,893$27,324 12/31/2023
Invesco Ltd.558,010$26,991 12/31/2023
     HRB558,010$26,991 12/31/2023
California Public Employees Retirement System551,156$26,659 12/31/2023
     HRB551,156$26,659 12/31/2023
Principal Financial Group Inc.532,516$25,758 12/31/2023
     HRB532,516$25,758 12/31/2023
Rhumbline Advisers480,092$23,222 12/31/2023
     HRB480,092$23,222 12/31/2023
Bank of America Corp DE475,448$22,997 12/31/2023
     HRB475,448$22,997 12/31/2023
Voloridge Investment Management LLC448,019$21,671 12/31/2023
     HRB448,019$21,671 12/31/2023
Clark Capital Management Group Inc.443,685$21,461 12/31/2023
     HRB443,685$21,461 12/31/2023
Blue Whale Capital LLP405,000$19,590 12/31/2023
     HRB405,000$19,590 12/31/2023
Bridgewater Associates LP381,030$18,430 12/31/2023
     HRB381,030$18,430 12/31/2023
Victory Capital Management Inc.379,919$18,377 12/31/2023
     HRB379,919$18,377 12/31/2023
Retirement Systems of Alabama363,889$17,601 12/31/2023
     HRB363,889$17,601 12/31/2023
Prevatt Capital Ltd360,000$17,413 12/31/2023
     HRB360,000$17,413 12/31/2023
Royce & Associates LP359,120$17,371 12/31/2023
     HRB359,120$17,371 12/31/2023
UBS Asset Management Americas Inc.343,110$16,596 12/31/2023
     HRB343,110$16,596 12/31/2023
First Trust Advisors LP339,254$16,410 12/31/2023
     HRB339,254$16,410 12/31/2023
Glenmede Trust Co. NA330,664$15,994 12/31/2023
     HRB330,664$15,994 12/31/2023
Schroder Investment Management Group320,958$15,525 12/31/2023
     HRB320,958$15,525 12/31/2023
American Century Companies Inc.318,011$15,382 12/31/2023
     HRB318,011$15,382 12/31/2023
Swiss National Bank288,100$13,935 12/31/2023
     HRB288,100$13,935 12/31/2023
Sound Income Strategies LLC272,595$13,387 03/31/2024
     HRB272,595$13,387 03/31/2024
Voya Investment Management LLC267,627$12,945 12/31/2023
     HRB267,627$12,945 12/31/2023

See All: Funds Holding HRB
See Details: Top 10 Hedge Funds Holding HRB
Also See: HRB Insider Buying
Also See: HRB Holdings Changes

Institutional Holders of H and R Block | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.