H&R BlockHRB
13F holders, Q1 2024 (March 31)478holders
8famous investors
$49.07avg. 13F price*
At the end of Q1 2024, 478 institutions reported holding H&R Block Inc. (HRB) in their 13F filings. The largest holders were FMR LLC ($1.0B), BlackRock Inc. ($816.8M) and Vanguard Group Inc. ($699.4M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- H&R Block Inc.
- Filed as
- BLOCK H & R INC (Q1 2024)
- CUSIP
- 093671105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $46.4M |
| Exits | 46 | $28.0M |
Ownership 478 holders
| FMR LLC | 0.07% | Reduce -3.7% | 20,791,224 | $1.0B |
| BlackRock Inc. | 0.02% | Reduce -7.0% | 16,631,174 | $816.8M |
| Vanguard Group Inc. | 0.01% | Reduce -2.7% | 14,241,716 | $699.4M |
| State Street Corp. | 0.01% | Add +0.5% | 5,496,644 | $271.6M |
| Lazard Asset Management LLC | 0.32% | Add +3.4% | 4,899,439 | $240.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +23.3% | 4,655,402 | $228.6M |
| Wellington Management Group LLP | 0.03% | Add +5.4% | 3,373,712 | $165.7M |
| Boston Partners | 0.19% | Add +30.2% | 3,270,919 | $160.6M |
| Fuller & Thaler Asset Management, Inc. | 0.68% | Add +20.5% | 3,156,128 | $155.0M |
| Geode Capital Management, LLC | 0.01% | Add +12.1% | 2,617,851 | $128.8M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.4% | 2,460,625 | $120.8M |
| Northern Trust Corp. | 0.02% | Reduce -9.7% | 2,003,457 | $98.4M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Add +2.2% | 1,806,902 | $88.7M |
| Pacer Advisors, Inc. | 0.21% | Add +14.3% | 1,798,920 | $88.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.6% | 1,762,419 | $86.6M |
| Norges Bank | 0.01% | Add +0.4% | 1,715,138 | $84.2M |
| LSV Asset Management | 0.16% | Reduce -3.8% | 1,616,361 | $79.4M |
| AQR Capital Management | 0.13% | Reduce -33.7% | 1,525,201 | $74.7M |
| Citadel Advisors | 0.07% | Add +93.8% | 1,507,037 | $74.0M |
| Royal Bank of Canada | 0.02% | Add +31.1% | 1,285,031 | $63.1M |
| Morgan Stanley | 0.00% | Add +7.7% | 1,124,100 | $55.2M |
| Invesco Ltd. | 0.01% | Add +95.8% | 1,092,326 | $53.6M |
| NewEdge Wealth, LLC | 1.02% | Reduce -16.7% | 944,344 | $45.4M |
| Bank of America Corp. | 0.00% | Add +89.7% | 901,804 | $44.3M |
| Voloridge Investment Management, LLC | 0.16% | Add +94.0% | 869,209 | $42.7M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.2% | 858,494 | $42.2M |
| Squarepoint Ops LLC | 0.17% | Add +3489.0% | 837,209 | $41.1M |
| BNP Paribas Financial Markets | 0.05% | Add +4.5% | 817,621 | $40.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -29.0% | 776,920 | $38.2M |
| Clark Capital Management Group, Inc. | 0.26% | Add +62.1% | 719,371 | $35.3M |
| JPMorgan Chase & Co. | 0.00% | Add +9.8% | 669,256 | $32.9M |
| Victory Capital Management Inc. | 0.03% | Add +73.3% | 658,506 | $32.3M |
| Blue Whale Capital LLP | 3.37% | Add +60.5% | 650,000 | $31.9M |
| D. E. Shaw & Co. | 0.04% | Reduce -40.2% | 621,214 | $30.5M |
| California Public Employees Retirement System | 0.02% | Add +7.9% | 594,730 | $29.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +576.5% | 580,227 | $28.5M |
| Robeco Institutional Asset Management B.V. | 0.06% | Add +15.1% | 548,196 | $26.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.0% | 527,375 | $25.9M |
| Prevatt Capital Ltd | 7.65% | Add +27.8% | 460,000 | $22.6M |
| Rhumbline Advisers | 0.02% | Reduce -6.5% | 448,791 | $22.0M |
| Man Group plc | 0.05% | Reduce -31.6% | 386,243 | $19.0M |
| Retirement Systems of Alabama | 0.07% | Reduce -1.4% | 358,826 | $17.6M |
| Bridgewater Associates | 0.09% | Reduce -9.3% | 345,707 | $17.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.3% | 331,637 | $16.3M |
| Storebrand Asset Management As | 0.05% | Reduce -8.5% | 323,254 | $15.9M |
| Sei Investments Co. | 0.02% | Add +49.6% | 307,014 | $15.1M |
| Schroder Investment Management Group | 0.02% | Reduce -8.1% | 295,101 | $14.5M |
| Swiss National Bank | 0.01% | Reduce -1.3% | 284,300 | $14.0M |
| Sound Income Strategies, LLC | 1.00% | Reduce -5.4% | 272,595 | $13.4M |
| Voya Investment Management LLC | 0.01% | Reduce -4.0% | 257,037 | $12.6M |
| First Trust Advisors LP | 0.01% | Reduce -24.3% | 256,835 | $12.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.06% | Add +284.9% | 254,800 | $12.5M |
| Legal & General Group Plc | 0.00% | Reduce -1.8% | 248,085 | $12.2M |
| UBS Group AG | 0.00% | Add +9.5% | 241,304 | $11.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.4% | 231,886 | $11.4M |
| Credit Suisse AG/ | 0.01% | Add +0.0% | 225,861 | $11.1M |
| Franklin Resources Inc. | 0.00% | Add +18.0% | 218,501 | $10.7M |
| Swedbank AB | 0.01% | Reduce -0.2% | 215,461 | $10.6M |
| South Dakota Investment Council | 0.22% | Reduce -14.1% | 215,002 | $10.6M |
| Financial Counselors Inc. | 0.16% | Reduce -1.0% | 194,170 | $9.5M |
| Royce & Associates LP | 0.08% | Reduce -46.9% | 190,620 | $9.4M |
| American International Group, Inc. | 0.03% | Reduce -5.0% | 185,503 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 185,063 | $9.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -6.9% | 184,002 | $9.0M |
| Alps Advisors Inc. | 0.06% | Add +14.2% | 179,304 | $8.8M |
| Barclays PLC | 0.00% | Add +13.5% | 178,287 | $8.8M |
| Ibex Wealth Advisors | 2.33% | — | 235,108 | $8.6M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -51.3% | 169,020 | $8.3M |
| Paradiem, LLC | 1.99% | Add +3.3% | 163,878 | $8.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +5.4% | 159,847 | $7.9M |
| GMO | 0.03% | Reduce -10.4% | 159,867 | $7.9M |
| Corient Private Wealth LP | 0.01% | Reduce -0.2% | 155,751 | $7.6M |
| Rodgers Brothers Inc. | 1.04% | Reduce -2.0% | 154,600 | $7.6M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +11.0% | 154,795 | $7.4M |
| Raymond James & Associates | 0.01% | Add +11.5% | 150,284 | $7.4M |
| California State Teachers Retirement System | 0.01% | Reduce -6.8% | 144,926 | $7.1M |
| Redwood Investment Management, LLC | 0.67% | Add +13.6% | 142,115 | $7.0M |
| Nisa Investment Advisors, LLC | 0.04% | Reduce -10.7% | 138,489 | $6.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +4.4% | 192,763 | $6.8M |
| American Century Companies Inc. | 0.00% | Reduce -59.9% | 127,568 | $6.3M |
| Mackenzie Financial Corp. | 0.01% | Add +0.4% | 123,338 | $6.1M |
| Texas Permanent School Fund Corp. | 0.05% | Reduce -1.8% | 122,107 | $6.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.9% | 119,119 | $5.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -12.1% | 116,845 | $5.7M |
| Crossmark Global Holdings, Inc. | 0.11% | Add +16.1% | 111,460 | $5.5M |
| Crawford Investment Counsel Inc. | 0.10% | Reduce -5.4% | 109,329 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 105,739 | $5.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +40.4% | 101,100 | $5.0M |
| Amalgamated Bank | 0.04% | Reduce -5.2% | 99,462 | $4.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +0.3% | 97,522 | $4.8M |
| Tectonic Advisors LLC | 0.36% | Add +3.1% | 97,097 | $4.8M |
| Rockefeller Capital Management L.P. | 0.01% | New | 96,729 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +196.5% | 96,377 | $4.7M |
| Nordea Investment Management AB | 0.01% | Reduce -4.6% | 95,037 | $4.7M |
| Janus Henderson Group PLC | 0.00% | Add +24.5% | 94,270 | $4.6M |
| Trexquant Investment LP | 0.09% | New | 90,097 | $4.4M |
| Hennion & Walsh Asset Management, Inc. | 0.23% | Reduce -5.0% | 88,023 | $4.3M |
| Glenmede Trust Co. NA | 0.02% | Reduce -73.8% | 86,676 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +49.6% | 86,067 | $4.2M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -6.7% | 83,135 | $4.1M |
| Marshall Wace, LLP | 0.01% | New | 82,637 | $4.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.4% | 81,522 | $4.0M |
| Jane Street Group, LLC | 0.01% | Add +64.5% | 80,844 | $4.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -5.3% | 80,569 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -14.8% | 79,717 | $3.9M |
| Comerica Bank | 0.02% | Add +13.7% | 72,426 | $3.6M |
| ExodusPoint Capital Management, LP | 0.04% | New | 68,958 | $3.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.7% | 68,174 | $3.3M |
| PGGM Investments | 0.05% | Reduce -1.6% | 68,071 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 67,244 | $3.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +6.1% | 68,093 | $3.3M |
| PEAK6 Investments LLC | 0.16% | New | 66,372 | $3.3M |
| Yousif Capital Management, LLC | 0.04% | Reduce -4.9% | 65,691 | $3.2M |
| Edgestream Partners, L.P. | 0.16% | New | 64,129 | $3.1M |
| Round Hill Asset Management | 1.88% | Reduce -1.1% | 63,299 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +20.6% | 62,649 | $3.1M |
| Maverick Capital | 0.06% | New | 62,260 | $3.1M |
| Alaska Permanent Fund Corp | 0.04% | Reduce -11.7% | 62,089 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -9.3% | 61,662 | $3.0M |
| Walleye Capital LLC | 0.03% | Reduce -0.4% | 59,062 | $2.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 58,000 | $2.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +152.9% | 58,810 | $2.8M |
| Burney Co./ | 0.11% | Reduce -0.2% | 56,978 | $2.8M |
| Alberta Investment Management Corp | 0.03% | No change | 56,800 | $2.8M |
| Rings Capital Management LLC | 1.42% | No change | 53,000 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -34.2% | 52,657 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -64.9% | 52,302 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 50,998 | $2.5M |
| Monument Capital Management | 0.72% | Add +6.5% | 50,593 | $2.5M |
| Optimist Retirement Group LLC | 1.26% | Reduce -3.3% | 50,029 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +42.3% | 49,650 | $2.4M |
| Auxier Asset Management LLC | 0.37% | Reduce -0.6% | 49,555 | $2.4M |
| Wedge Capital Management L L P | 0.04% | Add +60.6% | 49,460 | $2.4M |
| Creative Planning | 0.00% | Add +12.3% | 48,531 | $2.4M |
| Tealwood Asset Management Inc. | 1.06% | New | 47,603 | $2.3M |
| Commerce Bank | 0.02% | Add +0.1% | 46,735 | $2.3M |
| Agf Management Ltd. | 0.01% | Reduce -23.1% | 46,647 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -31.2% | 46,542 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | Reduce -56.0% | 46,411 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -3.2% | 45,468 | $2.2M |
| Mariner, LLC | 0.00% | Add +3.5% | 45,235 | $2.2M |
| State of Alaska, Department of Revenue | 0.03% | Add +190.4% | 45,138 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | Add +15.4% | 45,000 | $2.2M |
| Amundi | 0.00% | New | 47,042 | $2.2M |
| Human Investing LLC | 0.44% | Reduce -1.1% | 44,551 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -4.1% | 43,805 | $2.2M |
| Ritholtz Wealth Management | 0.07% | Reduce -0.1% | 41,141 | $2.0M |
| Brandywine Global Investment Management, LLC | 0.01% | Add +2.3% | 40,926 | $2.0M |
| Macquarie Group Ltd. | 0.00% | Reduce -61.3% | 40,400 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.5% | 40,200 | $2.0M |
| Arizona State Retirement System | 0.01% | Reduce -3.2% | 39,556 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -0.3% | 38,790 | $1.9M |
| Cunning Capital Partners, LP | 1.02% | No change | 37,575 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +575.7% | 37,373 | $1.8M |
| Dorsey Wright & Associates | 0.48% | Add +64.5% | 37,272 | $1.8M |
| Seven Eight Capital, LP | 0.19% | Add +438.9% | 37,170 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -29.2% | 35,647 | $1.8M |
| Aviva PLC | 0.01% | Reduce -27.6% | 35,054 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.8% | 34,964 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +1.2% | 34,684 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -14.9% | 34,424 | $1.7M |
| State of Michigan Retirement System | 0.01% | Reduce -0.9% | 34,268 | $1.7M |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -50.1% | 32,549 | $1.6M |
| Abacus FCF Advisors LLC | 0.40% | Add +40.0% | 32,235 | $1.6M |
| Keybank National Association | 0.01% | Add +49.7% | 31,904 | $1.6M |
| QRG Capital Management, Inc. | 0.02% | Reduce -10.9% | 31,367 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -2.8% | 31,119 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 31,100 | $1.5M |
| Kendall Capital Management | 0.52% | Add +19.4% | 31,005 | $1.5M |
| Linden Thomas Advisory Services, LLC | 0.24% | Reduce -0.8% | 30,886 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.8% | 30,863 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -3.2% | 30,767 | $1.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.17% | Add +8.1% | 29,674 | $1.5M |
| Convergence Investment Partners, LLC | 0.56% | Reduce -0.9% | 29,528 | $1.4M |
| Engineers Gate Manager LP | 0.04% | New | 29,391 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | No change | 28,700 | $1.4M |
| Xponance LLC | 0.01% | Add +3.0% | 28,242 | $1.4M |
| Argyle Capital Management, LLC | 0.52% | No change | 27,300 | $1.3M |
| Intech Investment Management LLC | 0.02% | Add +3.0% | 27,053 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +14.6% | 26,849 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +19.1% | 26,367 | $1.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Reduce -29.9% | 14,554 | $1.2M |
| Boulder Hill Capital Management LP | 0.51% | New | 25,000 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.1% | 24,567 | $1.2M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | No change | 24,376 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -1.9% | 24,216 | $1.2M |
| Axq Capital, LP | 0.28% | New | 23,988 | $1.2M |
| Prudential PLC | 0.01% | No change | 23,684 | $1.2M |
| Huber Capital Management LLC | 0.26% | Add +14.8% | 23,318 | $1.1M |
| Quent Capital, LLC | 0.13% | Reduce -0.1% | 23,055 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +18.1% | 22,951 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -77.5% | 22,876 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 22,744 | $1.1M |
| Gsa Capital Partners LLP | 0.09% | Add +124.3% | 22,524 | $1.1M |
| Advisory Research Inc. | 0.22% | Add +14.1% | 22,154 | $1.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.6% | 21,950 | $1.1M |
| Ceera Investments, LLC | 0.47% | No change | 21,749 | $1.1M |
| Hussman Strategic Advisors, Inc. | 0.24% | No change | 21,000 | $1.0M |
| Jump Financial, LLC | 0.03% | No change | 21,000 | $1.0M |
| Chase Investment Counsel Corp. | 0.38% | No change | 21,000 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -1.4% | 20,864 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.7% | 20,798 | $1.0M |
| Ifrah Financial Services, Inc. | 0.28% | Reduce -2.4% | 20,595 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 20,194 | $992K |
| Tudor Investment Corporation | 0.01% | Reduce -72.6% | 19,719 | $968K |
| Measured Wealth Private Client Group, LLC | 0.33% | Add +12.1% | 19,395 | $952K |
| HighTower Advisors, LLC | 0.00% | Reduce -98.0% | 19,375 | $951K |
| Vestcor Inc | 0.03% | Add +138.8% | 19,111 | $939K |
| Millennium Management | 0.00% | Reduce -69.5% | 18,979 | $932K |
| Gallacher Capital Management LLC | 0.47% | Add +112.3% | 18,879 | $927K |
| Quantinno Capital Management LP | 0.02% | Add +11.3% | 18,762 | $921K |
| Campbell & CO Investment Adviser LLC | 0.08% | New | 18,590 | $913K |
| Federated Hermes, Inc. | 0.00% | Reduce -7.2% | 18,506 | $909K |
| Ascent Group, LLC | 0.08% | Add +2.8% | 18,451 | $906K |
| True Wealth Design, LLC | 0.22% | New | 18,084 | $888K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 18,009 | $884K |
| NJ State Employees Deferred Compensation Plan | 0.11% | No change | 18,000 | $884K |
| Carlson Capital Management | 0.04% | No change | 17,400 | $855K |
| MML Investors Services, LLC | 0.00% | Reduce -2.8% | 17,300 | $850K |
| Pictet Asset Management Holding SA | 0.00% | Add +1.8% | 17,280 | $849K |
| MSH Capital Advisors LLC | 0.29% | Reduce -4.4% | 17,080 | $839K |
| Invst, LLC | 0.10% | New | 17,017 | $821K |
| Rockland Trust Co. | 0.04% | No change | 16,666 | $818K |
| New Vernon Capital Holdings II LLC | 0.42% | Add +2.6% | 16,557 | $813K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.8% | 16,345 | $803K |
| Tidal Investments LLC | 0.01% | Reduce -49.0% | 16,217 | $796K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.2% | 16,135 | $792K |
| New York Life Investment Management LLC | 0.01% | Reduce -4.1% | 15,872 | $779K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -11.8% | 15,549 | $764K |
| CSS LLC | 0.19% | No change | 15,448 | $759K |
| Legacy Bridge, LLC | 0.44% | No change | 15,277 | $750K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -19.0% | 15,219 | $747K |
| Range Financial Group LLC | 0.39% | Reduce -1.6% | 15,120 | $743K |
| RBF Capital, LLC | 0.04% | No change | 15,000 | $737K |
| Park Avenue Securities LLC | 0.01% | Add +32.6% | 14,937 | $734K |
| Bridgefront Capital, LLC | 0.55% | New | 14,696 | $722K |
| Lingohr Asset Management GmbH | 1.77% | Reduce -7.3% | 14,376 | $706K |
| AXA S.A. | 0.00% | No change | 14,300 | $702K |
| State of Wisconsin Investment Board | 0.00% | Reduce -1.7% | 13,633 | $670K |
| Cresset Asset Management, LLC | 0.00% | Add +7.8% | 13,302 | $657K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +36.0% | 13,333 | $655K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 12,788 | $628K |
| VCI Wealth Management LLC | 0.42% | New | 12,778 | $628K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 12,775 | $627K |
| Aviso Wealth Management | 0.39% | Add +5.4% | 12,542 | $616K |
| AE Wealth Management LLC | 0.01% | Reduce -27.1% | 12,180 | $598K |
| First Citizens Bank & Trust Co. | 0.01% | Add +1.2% | 12,110 | $595K |
| Integrated Wealth Concepts LLC | 0.01% | New | 12,049 | $592K |
| Vident Advisory, LLC | 0.01% | Add +16.4% | 11,921 | $585K |
| Brown Advisory Inc. | 0.00% | Reduce -1.5% | 11,722 | $576K |
| Curi Capital, LLC | 0.01% | No change | 11,632 | $571K |
| Balyasny Asset Management L.P. | 0.00% | Add +79.9% | 11,587 | $569K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -46.5% | 11,500 | $565K |
| Securian Asset Management, Inc. | 0.02% | Reduce -5.5% | 11,473 | $563K |
| NewEdge Advisors, LLC | 0.00% | Reduce -6.6% | 11,402 | $560K |
| United Services Automobile Association | 0.01% | Reduce -12.0% | 11,228 | $551K |
| Maryland State Retirement & Pension System | 0.01% | No change | 11,587 | $544K |
| Ethic Inc. | 0.01% | Reduce -31.3% | 11,064 | $543K |
| D.A. Davidson & Co. | 0.00% | Add +26.4% | 10,521 | $517K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -5.4% | 10,435 | $512K |
| Fifth Third Bancorp | 0.00% | Add +0.4% | 10,427 | $512K |
| Caxton Associates LP | 0.03% | New | 10,380 | $510K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.8% | 10,297 | $506K |
| Sunbelt Securities, Inc. | 0.06% | No change | 10,263 | $504K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 10,000 | $494K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -46.3% | 10,020 | $492K |
| Farther Finance Advisors, LLC | 0.03% | Add +11.1% | 10,194 | $492K |
| SageView Advisory Group, LLC | 0.02% | Add +7.5% | 9,966 | $489K |
| Chesley Taft & Associates LLC | 0.02% | New | 9,622 | $473K |
| LMR Partners LLP | 0.02% | Add +51.0% | 9,448 | $464K |
| Centiva Capital, LP | 0.03% | Reduce -43.6% | 9,409 | $462K |
| Townsquare Capital LLC | 0.01% | Add +10.3% | 9,304 | $457K |
| MAI Capital Management | 0.00% | Reduce -0.4% | 9,121 | $448K |
| Capital Advisory Group Advisory Services, LLC | 0.21% | Reduce -4.6% | 9,104 | $447K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.3% | 8,951 | $440K |
| Fox Run Management, L.L.C. | 0.09% | New | 8,662 | $425K |
| Trivium Point Advisory, LLC | 0.09% | New | 8,655 | $425K |
| Choreo, LLC | 0.01% | Add +8.3% | 8,600 | $422K |
| Tradewinds, LLC. | 0.20% | — | 8,581 | $421K |
| TriaGen Wealth Management LLC | 0.17% | Reduce -0.9% | 8,439 | $414K |
| 1620 Investment Advisors, Inc. | 0.42% | Reduce -13.3% | 8,425 | $414K |
| Burns Matteson Capital Management, LLC | 0.27% | Reduce -44.9% | 8,395 | $412K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 8,227 | $404K |
| ClearAlpha Technologies LP | 0.17% | Reduce -47.2% | 8,221 | $404K |
| Utah Retirement Systems | 0.00% | Reduce -1.2% | 8,000 | $393K |
| Wedmont Private Capital | 0.03% | Reduce -33.0% | 8,290 | $388K |
| Kapitalo Investimentos Ltda | 0.08% | Reduce -42.4% | 7,835 | $385K |
| Dark Forest Capital Management LP | 0.06% | New | 7,808 | $383K |
| XTX Topco Ltd | 0.05% | New | 7,699 | $378K |
| Empowered Funds, LLC | 0.01% | Reduce -69.3% | 7,435 | $365K |
| Ziegler Capital Management, LLC | 0.01% | Reduce -6.2% | 24,628 | $364K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.4% | 7,406 | $364K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -27.4% | 7,167 | $352K |
| Lido Advisors, LLC | 0.00% | New | 7,101 | $351K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | Add +0.1% | 7,137 | $350K |
| Shell Asset Management Co. | 0.02% | Reduce -9.3% | 6,456 | $350K |
| Steel Grove Capital Advisors, LLC | 0.05% | No change | 7,019 | $345K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.5% | 6,986 | $343K |
| Bank of Nova Scotia | 0.00% | Reduce -18.4% | 6,956 | $342K |
| Waldron Private Wealth LLC | 0.02% | Reduce -0.3% | 6,908 | $341K |
| Truist Financial Corp. | 0.00% | Reduce -9.1% | 6,924 | $340K |
| Qsemble Capital Management, LP | 0.07% | New | 6,823 | $335K |
| ProShare Advisors LLC | 0.00% | Reduce -10.1% | 6,806 | $334K |
| Cibc World Market Inc. | 0.00% | Add +15.8% | 6,655 | $327K |
| Neuberger Berman Group LLC | 0.00% | Add +3.5% | 6,598 | $324K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.6% | 6,507 | $320K |
| Aerodigm Wealth, LLC | 0.13% | New | 6,398 | $314K |
| Park National Corp. | 0.01% | No change | 6,357 | $312K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.4% | 6,254 | $309K |
| Occudo Quantitative Strategies LP | 0.05% | New | 6,276 | $308K |
| Focus Financial Network, Inc. | 0.01% | — | 6,556 | $305K |
| Shelton Capital Management | 0.01% | No change | 6,207 | $305K |
| Csenge Advisory Group | 0.02% | Add +38.3% | 6,173 | $303K |
| Daiwa Securities Group Inc. | 0.00% | Add +500.0% | 6,000 | $295K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +44.2% | 5,869 | $290K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -17.7% | 5,835 | $287K |
| Simplicity Wealth,LLC | 0.01% | New | 5,829 | $286K |
| Rain Capital Management, LLC | 0.19% | Add +0.8% | 5,680 | $279K |
| Grey Street Capital, LLC | 0.04% | New | 5,593 | $276K |
| Arnhold LLC | 0.03% | No change | 5,600 | $275K |
| Captrust Financial Advisors | 0.00% | Reduce -58.6% | 5,552 | $273K |
| EMC Capital Management | 0.16% | Reduce -36.3% | 5,512 | $271K |
| Profund Advisors LLC | 0.01% | Add +18.1% | 5,518 | $271K |
| Two Sigma Investments, LP | 0.00% | No change | 5,500 | $270K |
| EHP Funds Inc. | 0.18% | New | 5,300 | $260K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.7% | 5,289 | $260K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.4% | 5,231 | $257K |
| CWA Asset Management Group, LLC | 0.02% | New | 5,182 | $254K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -1.5% | 5,111 | $251K |
| WASHINGTON TRUST Co | 0.01% | Reduce -4.0% | 5,100 | $250K |
| Walleye Trading LLC | 0.00% | Reduce -86.3% | 5,077 | $249K |
| Eagle Bay Advisors LLC | 0.16% | Add +5.5% | 5,035 | $249K |
| Affinity Capital Advisors, LLC | 0.06% | No change | 5,055 | $248K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 5,043 | $248K |
| My Legacy Advisors, LLC | 0.08% | New | 5,030 | $247K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | No change | 5,000 | $246K |
| Bard Financial Services, Inc. | 0.03% | No change | 5,000 | $246K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 5,000 | $246K |
| Level Four Advisory Services, LLC | 0.01% | No change | 4,927 | $238K |
| Martingale Asset Management L P | 0.00% | Reduce -24.8% | 4,807 | $236K |
| Intrust Bank NA | 0.02% | No change | 4,732 | $232K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 4,800 | $232K |
| Coldstream Capital Management Inc. | 0.01% | New | 4,696 | $231K |
| Globeflex Capital L P | 0.02% | Reduce -40.0% | 4,663 | $229K |
| PFG Investments, LLC | 0.01% | New | 4,604 | $226K |
| BCS Wealth Management | 0.07% | No change | 4,611 | $226K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.2% | 4,549 | $223K |
| Next Level Private LLC | 0.10% | New | 4,408 | $216K |
| Westshore Wealth, LLC | 0.09% | Reduce -2.2% | 4,403 | $216K |
| Cwm, LLC | 0.00% | Reduce -19.5% | 4,402 | $216K |
| NDVR, Inc. | 0.20% | New | 4,330 | $213K |
| Pinnacle Associates Ltd. | 0.00% | Add +2.5% | 4,327 | $212K |
| Principal Securities, Inc. | 0.01% | Add +65.5% | 4,320 | $212K |
| UMB Bank, n.a. | 0.00% | Add +0.4% | 4,296 | $211K |
| CIBC Asset Management Inc | 0.00% | No change | 4,207 | $207K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.2% | 4,146 | $204K |
| Barnett & Company, Inc. | 0.14% | New | 4,120 | $202K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 4,110 | $199K |
| TD Private Client Wealth LLC | 0.01% | Add +53.2% | 4,015 | $197K |
| Belmont Capital, LLC | 0.05% | Reduce -26.1% | 4,000 | $196K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -35.3% | 3,998 | $195K |
| Qube Research & Technologies Ltd | 0.00% | No change | 3,646 | $179K |
| Paladin Advisory Group, LLC | 0.14% | No change | 3,584 | $173K |
| Signaturefd, LLC | 0.00% | Add +43.5% | 3,509 | $172K |
| KBC Group NV | 0.00% | Add +14.2% | 3,125 | $153K |
| Handelsinvest Investeringsforvaltning | 0.07% | Reduce -34.2% | 3,055 | $150K |
| Blue Trust, Inc. | 0.00% | Add +13.3% | 2,992 | $147K |
| National Bank of Canada | 0.00% | Reduce -7.9% | 2,527 | $135K |
| CI Investments Inc. | 0.00% | Add +40.3% | 2,717 | $133K |
| Gladius Capital Management LP | 0.13% | Reduce -28.2% | 2,625 | $129K |
| Salomon & Ludwin, LLC | 0.01% | No change | 2,537 | $125K |
| Allworth Financial LP | 0.00% | Add +13.1% | 2,523 | $124K |
| Global Retirement Partners, LLC | 0.00% | Add +29.9% | 2,444 | $120K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -7.7% | 2,400 | $119K |
| Banque Cantonale Vaudoise | 0.00% | Add +9.5% | 2,396 | $118K |
| Leonteq Securities AG | 0.02% | Reduce -3.6% | 2,393 | $118K |
| Center for Financial Planning, Inc. | 0.02% | No change | 2,303 | $113K |
| Private Trust Co. NA | 0.01% | Reduce -18.1% | 2,283 | $112K |
| Bessemer Group Inc. | 0.00% | No change | 2,240 | $110K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,226 | $107K |
| Impact Partnership Wealth, LLC | 0.04% | Add +2060.0% | 2,052 | $101K |
| State of Wyoming | 0.02% | New | 1,996 | $98K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,977 | $97K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,870 | $92K |
| Covestor Ltd | 0.06% | Reduce -10.6% | 1,771 | $87K |
| Lindbrook Capital, LLC | 0.01% | Reduce -1.3% | 1,599 | $79K |
| Richardson Financial Services Inc. | 0.05% | Add +98.5% | 1,501 | $74K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.0% | 1,425 | $70K |
| Chiron Investment Management, LLC | 0.03% | Add +75.8% | 1,327 | $65K |
| HM Payson & Co. | 0.00% | No change | 1,150 | $56K |
| Continuum Advisory, LLC | 0.01% | New | 1,120 | $55K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,090 | $54K |
| IFP Advisors, Inc | 0.00% | Reduce -31.9% | 1,064 | $52K |
| NFSG Corp | 0.02% | New | 1,005 | $49K |
| Huntington National Bank | 0.00% | Add +8.1% | 974 | $48K |
| Cutler Group LLC / CA | 0.02% | Reduce -14.6% | 941 | $46K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.9% | 850 | $42K |
| Archer Investment Corp | 0.01% | No change | 800 | $39K |
| Valley National Advisers Inc. | 0.01% | No change | 800 | $39K |
| FIL Ltd | 0.00% | Add +11.4% | 790 | $39K |
| SYSTM Wealth Solutions LLC | 0.00% | Add +4.5% | 763 | $37K |
| Nvwm, LLC | 0.01% | No change | 676 | $33K |
| Penserra Capital Management LLC | 0.00% | Add +3.7% | 668 | $32K |
| PrairieView Partners, LLC | 0.00% | No change | 608 | $30K |
| Bokf, NA | 0.00% | No change | 583 | $28K |
| Atwood & Palmer Inc. | 0.00% | No change | 570 | $28K |
| Mather Group, Llc. | 0.00% | New | 575 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.5% | 541 | $26K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 500 | $25K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 489 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Add +19.0% | 463 | $23K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 406 | $20K |
| CoreCap Advisors, LLC | 0.00% | New | 403 | $20K |
| Rise Advisors, LLC | 0.01% | New | 393 | $19K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.6% | 364 | $18K |
| Global Assets Advisory, LLC | 0.01% | New | 369 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 339 | $17K |
| CENTRAL TRUST Co | 0.00% | Add +15.5% | 335 | $16K |
| WR Wealth Planners, LLC | 0.00% | New | 287 | $14K |
| Pacific Center for Financial Services | 0.00% | No change | 280 | $14K |
| Retirement Group, LLC | 0.00% | Add +0.5% | 224 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.8% | 217 | $11K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 200 | $10K |
| Abound Wealth Management | 0.00% | Reduce -0.5% | 200 | $10K |
| Assetmark, Inc. | 0.00% | Reduce -78.6% | 188 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +10.6% | 177 | $9K |
| Venturi Wealth Management, LLC | 0.00% | Add +44.1% | 170 | $8K |
| LGT Financial Advisors LLC | 0.01% | No change | 167 | $8K |
| FSA Wealth Management LLC | 0.00% | No change | 167 | $8K |
| Plato Investment Management Ltd | 0.00% | No change | 164 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 150 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 150 | $7K |
| Wetzel Investment Advisors, Inc. | 0.00% | Add +41.1% | 151 | $7K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -90.1% | 135 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 131 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.8% | 130 | $6K |
| LRI Investments, LLC | 0.00% | — | 121 | $6K |
| SouthState Bank Corp | 0.00% | New | 115 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Add +14.9% | 108 | $5K |
| Custom Portfolio Group LLC | 0.00% | No change | 100 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -84.0% | 83 | $4K |
| WealthCollab, LLC | 0.00% | No change | 78 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 76 | $4K |
| Altshuler Shaham Ltd | 0.00% | New | 76 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 75 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 66 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | Add +785.7% | 62 | $3K |
| VitalStone Financial, LLC | 0.00% | New | 56 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -7.6% | 61 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 60 | $3K |
| Pingora Partners LLC | 0.00% | New | 55 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 53 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -23.2% | 53 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -28.8% | 52 | $3K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 45 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 42 | $2K |
| GoalVest Advisory LLC | 0.00% | Reduce -33.3% | 40 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | Add +3.2% | 32 | $2K |
| Planning Capital Management Corp | 0.00% | New | 33 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -5.9% | 32 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 27 | $1K |
| AlphaQuest LLC | 0.00% | New | 25 | $1K |
| Horizon Investments, LLC | 0.00% | Add +78.6% | 25 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 23 | $1K |
| Avior Wealth Management, LLC | 0.00% | New | 23 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 16 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 20 | $983 |
| Versant Capital Management, Inc | 0.00% | No change | 17 | $835 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -62.5% | 15 | $737 |
| Gradient Investments LLC | 0.00% | No change | 13 | $638 |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $476 |
| Delos Wealth Advisors, LLC | 0.00% | New | 9 | $442 |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | New | 8 | $393 |
| ORG Partners LLC | 0.00% | New | 6 | $314 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 4 | $196 |
| TD Capital Management LLC | 0.00% | New | 4 | $196 |
| TFO Wealth Partners, LLC | 0.00% | No change | 3 | $147 |
| Rakuten Securities, Inc. | 0.00% | Reduce -33.3% | 2 | $98 |
"% of holder's portfolio" is HRB's weight in each manager's 13F, not the share of H&R Block Inc. the manager owns.