Also trades as: 0HOB.L (LSE) · $vol 0M
HRB Institutional Ownership
H&R Block, Inc.
1W: -1.2%
1M: -17.5%
3M: +6.3%
YTD: -0.9%
1Y: -17.7%
3Y: +4.8%
5Y: +86.4%
$41.68
-0.64 (-1.51%)
Weekly Expected Move ±5.1%
$37
$40
$42
$44
$46
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Institutional Ownership — HRB
615
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
127
New Positions
196
Increased
209
Reduced
68
Closed
1.10
Put/Call Ratio
Ownership Trends
Top Institutional Holders (689 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16,326,241 | $$680M | +787,417 | +5.1% | 8Q | SEC ↗ |
| 2 | FMR LLC | 15,744,303 | $$656M | +456,900 | +3.0% | 110Q | SEC ↗ |
| 3 | AQR CAPITAL MANAGEMENT LLC | 9,616,406 | $$401M | +6,433,681 | +202.1% | 59Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,210,650 | $$259M | -1,061,675 | -14.6% | 2Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5,713,146 | $$238M | +58,111 | +1.0% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 4,157,916 | $$173M | +163,123 | +4.1% | 43Q | SEC ↗ |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 3,975,923 | $$166M | -304,370 | -7.1% | 24Q | SEC ↗ |
| 8 | LAZARD ASSET MANAGEMENT LLC | 3,244,474 | $$135M | -516,620 | -13.7% | 41Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3,061,311 | $$128M | -75,776 | -2.4% | 92Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 2,934,354 | $$122M | -80,782 | -2.7% | 110Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 2,272,476 | $$95M | -35,290 | -1.5% | 102Q | SEC ↗ |
| 12 | MORGAN STANLEY | 2,185,522 | $$91M | +197,487 | +9.9% | 60Q | SEC ↗ |
| 13 | FIRST TRUST ADVISORS LP | 2,007,551 | $$84M | +678,967 | +51.1% | 45Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 1,922,900 | $$80M | +841,522 | +77.8% | 15Q | SEC ↗ |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,912,427 | $$80M | +318,043 | +19.9% | 17Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,845,107 | $$77M | +63,484 | +3.6% | 15Q | SEC ↗ |
| 17 | Sixth Street Partners Management Compa NEW | 1,845,107 | $$77M | — | +0.0% | 1Q | SEC ↗ |
| 18 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1,714,217 | $$71M | +1,242,603 | +263.5% | 3Q | SEC ↗ |
| 19 | LSV ASSET MANAGEMENT | 1,591,990 | $$66M | +60,100 | +3.9% | 40Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 1,476,375 | $$62M | -40,510 | -2.7% | 76Q | SEC ↗ |
| 21 | Ranmore Fund Management Ltd | 1,400,000 | $$58M | — | +0.0% | 3Q | SEC ↗ |
| 22 | NORGES BANK NEW | 1,219,451 | $$51M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Framtiden Holdings Management Co LLC | 1,140,000 | $$48M | +650,000 | +132.7% | 3Q | SEC ↗ |
| 24 | ROYCE & ASSOCIATES LP | 1,063,355 | $$44M | +286,639 | +36.9% | 20Q | SEC ↗ |
| 25 | Invesco Ltd. | 977,704 | $$41M | -473,380 | -32.6% | 77Q | SEC ↗ |
| 26 | UBS Group AG | 908,285 | $$38M | -26,410 | -2.8% | 47Q | SEC ↗ |
| 27 | Quantinno Capital Management LP | 826,467 | $$34M | +428,188 | +107.5% | 13Q | SEC ↗ |
| 28 | VANGUARD FIDUCIARY TRUST CO | 804,290 | $$34M | +15,580 | +2.0% | 2Q | SEC ↗ |
| 29 | CAPITAL FUND MANAGEMENT S.A. | 765,437 | $$32M | +497,047 | +185.2% | 8Q | SEC ↗ |
| 30 | Pacer Advisors, Inc. | 755,162 | $$31M | +62,402 | +9.0% | 17Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 752,508 | $$31M | +324,396 | +75.8% | 72Q | SEC ↗ |
| 32 | Prevatt Capital Ltd | 710,000 | $$30M | — | +0.0% | 11Q | SEC ↗ |
| 33 | D. E. Shaw & Co., Inc. | 708,067 | $$30M | -420,602 | -37.3% | 39Q | SEC ↗ |
| 34 | SEI INVESTMENTS CO | 694,524 | $$29M | +161,819 | +30.4% | 15Q | SEC ↗ |
| 35 | Boston Trust Walden Corp | 673,795 | $$28M | -221,441 | -24.7% | 7Q | SEC ↗ |
| 36 | PANAGORA ASSET MANAGEMENT INC NEW | 626,434 | $$26M | — | +0.0% | 1Q | SEC ↗ |
| 37 | BANK OF AMERICA CORP /DE | 617,929 | $$26M | -390,786 | -38.7% | 15Q | SEC ↗ |
| 38 | BARCLAYS PLC | 604,025 | $$25M | -504,197 | -45.5% | 67Q | SEC ↗ |
| 39 | Lodge Hill Capital, LLC | 565,900 | $$24M | -484,100 | -46.1% | 3Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 556,757 | $$23M | -9,653 | -1.7% | 103Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 534,124 | $$22M | -2,649,051 | -83.2% | 15Q | SEC ↗ |
| 42 | CANADA PENSION PLAN INVESTMENT BOARD | 505,000 | $$21M | -1,200 | -0.2% | 6Q | SEC ↗ |
| 43 | WELLINGTON MANAGEMENT GROUP LLP | 421,459 | $$18M | -386,185 | -47.8% | 22Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 411,812 | $$17M | +19,533 | +5.0% | 63Q | SEC ↗ |
| 45 | Nuveen, LLC | 401,261 | $$17M | -6,624 | -1.6% | 6Q | SEC ↗ |
| 46 | AMERIPRISE FINANCIAL INC | 368,323 | $$15M | +22,863 | +6.6% | 16Q | SEC ↗ |
| 47 | ALPS ADVISORS INC | 360,246 | $$15M | -9,371 | -2.5% | 17Q | SEC ↗ |
| 48 | Swedbank AB | 345,643 | $$14M | — | +0.0% | 22Q | SEC ↗ |
| 49 | RHUMBLINE ADVISERS | 339,250 | $$14M | -39,028 | -10.3% | 96Q | SEC ↗ |
| 50 | Balyasny Asset Management L.P. | 336,833 | $$14M | -77,830 | -18.8% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,845,107 | $$77M |
| NORGES BANK | 1,219,451 | $$51M |
| PANAGORA ASSET MANAGEMENT INC | 626,434 | $$26M |
| Jupiter Topco LLC | 329,673 | $$14M |
| ALGERT GLOBAL LLC | 265,980 | $$11M |
| Brookstone Capital Management | 192,545 | $$8M |
| Connor, Clark & Lunn Investment Man | 134,150 | $$6M |
| Assenagon Asset Management S.A. | 116,980 | $$5M |
| HRT FINANCIAL LP | 102,601 | $$4M |
| Mubadala Investment Co PJSC | 89,679 | $$4M |
| WBI INVESTMENTS, LLC | 60,192 | $$3M |
| Redwood Investment Management, LLC | 57,857 | $$2M |
| Longaeva Partners L.P. | 52,713 | $$2M |
| BOOTHBAY FUND MANAGEMENT, LLC | 48,669 | $$2M |
| Cygnus Capital Advisors, LLC | 48,664 | $$2M |
| Convergence Investment Partners, LL | 48,412 | $$2M |
| AMERICAN CENTURY COMPANIES INC | 47,752 | $$2M |
| Edgestream Partners, L.P. | 45,473 | $$2M |
| Aquatic Capital Management LLC | 45,115 | $$2M |
| Oak Thistle LLC | 41,994 | $$2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Boston Partners | 3,065,070 | $$128M |
| Himalaya Capital Management LLC | 1,626,906 | $$68M |
| JUPITER ASSET MANAGEMENT LTD | 890,538 | $$37M |
| Arbejdsmarkedets Tillaegspension | 555,637 | $$23M |
| MILLER HOWARD INVESTMENTS INC /NY | 370,841 | $$15M |
| Atom Investors LP | 273,466 | $$11M |
| DekaBank Deutsche Girozentrale | 154,795 | $$6M |
| Illinois Municipal Retirement Fund | 137,280 | $$6M |
| Ruffer LLP | 118,033 | $$5M |
| IBEX WEALTH ADVISORS | 104,731 | $$4M |
| OSSIAM | 99,405 | $$4M |
| NATIXIS | 84,298 | $$4M |
| Neo Ivy Capital Management | 78,333 | $$3M |
| Jump Financial, LLC | 75,900 | $$3M |
| Campbell & CO Investment Adviser LL | 63,856 | $$3M |
| Stratos Wealth Advisors, LLC | 59,625 | $$2M |
| Jefferies Financial Group Inc. | 45,038 | $$2M |
| FOX RUN MANAGEMENT, L.L.C. | 42,105 | $$2M |
| CIBC Bancorp USA Inc. | 40,374 | $$2M |
| Mutual Advisors, LLC | 38,744 | $$2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +6,433,681 | +202.1% | 9,616,406 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +1,242,603 | +263.5% | 1,714,217 |
| GOLDMAN SACHS GROUP INC | +841,522 | +77.8% | 1,922,900 |
| BlackRock, Inc. | +787,417 | +5.1% | 16,326,241 |
| FIRST TRUST ADVISORS LP | +678,967 | +51.1% | 2,007,551 |
| Framtiden Holdings Management Co LL | +650,000 | +132.7% | 1,140,000 |
| CAPITAL FUND MANAGEMENT S.A. | +497,047 | +185.2% | 765,437 |
| FMR LLC | +456,900 | +3.0% | 15,744,303 |
| Quantinno Capital Management LP | +428,188 | +107.5% | 826,467 |
| ROYAL BANK OF CANADA | +324,396 | +75.8% | 752,508 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +318,043 | +19.9% | 1,912,427 |
| MACKENZIE FINANCIAL CORP | +299,835 | +3514.2% | 308,367 |
| ROYCE & ASSOCIATES LP | +286,639 | +36.9% | 1,063,355 |
| TWO SIGMA INVESTMENTS, LP | +250,448 | +493.6% | 301,186 |
| Mariner, LLC | +248,069 | +550.6% | 293,120 |
| Forum Finance Group S.A. | +241,613 | +283.3% | 326,888 |
| South Dakota Investment Council | +220,418 | +226.2% | 317,883 |
| MORGAN STANLEY | +197,487 | +9.9% | 2,185,522 |
| STATE STREET CORP | +163,123 | +4.1% | 4,157,916 |
| Cerity Partners LLC | +162,572 | +116.0% | 302,752 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -2,649,051 | -83.2% | 534,124 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -1,061,675 | -14.6% | 6,210,650 |
| MARSHALL WACE, LLP | -959,708 | -84.4% | 176,836 |
| Squarepoint Ops LLC | -783,841 | -96.9% | 24,921 |
| Qube Research & Technologies Ltd | -737,374 | -86.3% | 117,217 |
| LAZARD ASSET MANAGEMENT LLC | -516,620 | -13.7% | 3,244,474 |
| BARCLAYS PLC | -504,197 | -45.5% | 604,025 |
| Lodge Hill Capital, LLC | -484,100 | -46.1% | 565,900 |
| Invesco Ltd. | -473,380 | -32.6% | 977,704 |
| D. E. Shaw & Co., Inc. | -420,602 | -37.3% | 708,067 |
| BANK OF AMERICA CORP /DE | -390,786 | -38.7% | 617,929 |
| WELLINGTON MANAGEMENT GROUP LLP | -386,185 | -47.8% | 421,459 |
| FULLER & THALER ASSET MANAGEMENT, I | -304,370 | -7.1% | 3,975,923 |
| MILLENNIUM MANAGEMENT LLC | -280,455 | -81.6% | 63,187 |
| Boston Trust Walden Corp | -221,441 | -24.7% | 673,795 |
| Amundi | -199,463 | -87.0% | 29,744 |
| SG Americas Securities, LLC | -140,126 | -85.5% | 23,847 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -112,176 | -74.2% | 38,927 |
| Kingsview Wealth Management, LLC | -82,332 | -38.0% | 134,228 |
| NORTHERN TRUST CORP | -80,782 | -2.7% | 2,934,354 |