ETF Holdings Breakdown of HRB

News associated with HRB

Retirement Systems of Alabama Trims Position in H&R Block, Inc. (NYSE:HRB)

Retirement Systems of Alabama decreased its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 1.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 380,298 shares of the company’s stock after selling 3,728 shares during the quarter. Retirement Systems of Alabama’s holdings in H&R Block were worth $20,882,000 at the […] - 2025-06-22 09:04:49

Blue Trust Inc. Boosts Position in H&R Block, Inc. (NYSE:HRB)

Blue Trust Inc. increased its holdings in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 18.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,013 shares of the company’s stock after purchasing an additional 1,221 shares during […] - 2025-06-22 08:22:54

H&R Block, Inc. (NYSE:HRB) Shares Bought by Fifth Third Bancorp

Fifth Third Bancorp increased its stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 3.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,864 shares of the company’s stock after purchasing an additional 405 shares during the […] - 2025-06-18 07:50:48

Park Avenue Securities LLC Has $1.21 Million Holdings in H&R Block, Inc. (NYSE:HRB)

Park Avenue Securities LLC boosted its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 29.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,985 shares of the company’s stock after buying an additional 4,987 shares during the […] - 2025-06-12 08:50:52

UMB Bank n.a. Raises Stake in H&R Block, Inc. (NYSE:HRB)

UMB Bank n.a. boosted its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 16.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,480 shares of the company’s stock after acquiring an additional 794 shares during the quarter. UMB […] - 2025-06-11 10:10:44

GAMMA Investing LLC Grows Position in H&R Block, Inc. (NYSE:HRB)

GAMMA Investing LLC increased its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 12,484.2% during the first quarter, HoldingsChannel reports. The institutional investor owned 82,804 shares of the company’s stock after buying an additional 82,146 shares during the quarter. GAMMA Investing LLC’s holdings in H&R Block were worth $4,547,000 as of […] - 2025-06-11 07:56:56

H&R Block, Inc. (NYSE:HRB) Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC decreased its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 16.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 21,338 shares of the company’s stock after selling 4,303 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in H&R Block were worth $1,128,000 as of […] - 2025-06-09 07:42:56

Ex-Dividend Reminder: H & R Block, Pjt Partners and Analog Devices

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/25, H & R Block, Inc. (Symbol: HRB), Pjt Partners Inc Class A (Symbol: PJT), and Analog Devices Inc (Symbol: ADI) will all trade ex-dividend for their respective upcoming dividends. H & R Block, Inc. - 2025-06-02 13:59:13

ProShare Advisors LLC Buys 327 Shares of H&R Block, Inc. (NYSE:HRB)

ProShare Advisors LLC raised its stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 5.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,412 shares of the company’s stock after buying an additional 327 shares during the quarter. ProShare Advisors […] - 2025-05-29 08:05:00

Deutsche Bank AG Purchases 1,111 Shares of H&R Block, Inc. (NYSE:HRB)

Deutsche Bank AG lifted its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 2.6% during the 4th quarter, HoldingsChannel reports. The firm owned 44,395 shares of the company’s stock after acquiring an additional 1,111 shares during the period. Deutsche Bank AG’s holdings in H&R Block were worth $2,346,000 as of its […] - 2025-05-23 07:54:51

H&R Block, Inc. (NYSE:HRB) Holdings Decreased by Nuveen Asset Management LLC

Nuveen Asset Management LLC reduced its stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 17.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 649,361 shares of the company’s stock after selling 137,493 shares during the quarter. […] - 2025-05-22 08:58:58

Bank of America Corp DE Has $48.34 Million Stock Position in H&R Block, Inc. (NYSE:HRB)

Bank of America Corp DE grew its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 88.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 914,884 shares of the company’s stock after acquiring an additional 429,101 shares […] - 2025-05-15 08:36:50

Schonfeld Strategic Advisors LLC Purchases 410 Shares of H&R Block, Inc. (NYSE:HRB)

Schonfeld Strategic Advisors LLC raised its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 5.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,312 shares of the company’s stock after acquiring an additional 410 shares during the period. […] - 2025-05-12 07:49:02

H&R Block (NYSE:HRB) Raised to “Buy” at StockNews.com

StockNews.com upgraded shares of H&R Block (NYSE:HRB – Free Report) from a hold rating to a buy rating in a research report released on Friday morning. A number of other brokerages have also commented on HRB. Northcoast Research lowered shares of H&R Block from a “buy” rating to a “neutral” rating in a report on […] - 2025-05-12 05:52:44

Renaissance Technologies LLC Lowers Holdings in H&R Block, Inc. (NYSE:HRB)

Renaissance Technologies LLC lowered its stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 89.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 59,800 shares of the company’s stock after selling 510,300 shares during the period. Renaissance Technologies LLC’s holdings in H&R Block […] - 2025-04-24 08:20:54

Bank of Montreal Can Boosts Holdings in H&R Block, Inc. (NYSE:HRB)

Bank of Montreal Can raised its position in H&R Block, Inc. (NYSE:HRB – Free Report) by 13.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,247 shares of the company’s stock after purchasing an additional 3,313 shares during the quarter. Bank of Montreal […] - 2025-04-18 08:06:54

HRB Crosses Above Average Analyst Target

In recent trading, shares of H & R Block, Inc. (Symbol: HRB) have crossed above the average analyst 12-month target price of $60.67, changing hands for $60.75/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on - 2025-04-15 11:45:02

LPL Financial LLC Has $5.21 Million Stake in H&R Block, Inc. (NYSE:HRB)

LPL Financial LLC grew its holdings in H&R Block, Inc. (NYSE:HRB – Free Report) by 34.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 98,592 shares of the company’s stock after purchasing an additional 25,215 shares during the quarter. LPL Financial LLC’s holdings in […] - 2025-04-09 07:32:50

CIBC Private Wealth Group LLC Grows Stake in H&R Block, Inc. (NYSE:HRB)

CIBC Private Wealth Group LLC increased its holdings in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 11.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,646 shares of the company’s stock after purchasing an additional 263 […] - 2025-04-08 08:22:54

Prudential Financial Inc. Buys 10,210 Shares of H&R Block, Inc. (NYSE:HRB)

Prudential Financial Inc. lifted its position in H&R Block, Inc. (NYSE:HRB – Free Report) by 28.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 46,567 shares of the company’s stock after purchasing an additional 10,210 shares during the period. Prudential Financial Inc.’s holdings in H&R Block were […] - 2025-04-04 07:30:49

Mitsubishi UFJ Trust & Banking Corp Raises Position in H&R Block, Inc. (NYSE:HRB)

Mitsubishi UFJ Trust & Banking Corp increased its holdings in H&R Block, Inc. (NYSE:HRB – Free Report) by 20.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 129,595 shares of the company’s stock after purchasing an additional 21,934 shares […] - 2025-03-31 08:40:52

H&R Block, Inc. (NYSE:HRB) Shares Purchased by Harbour Investments Inc.

Harbour Investments Inc. increased its holdings in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 1,552.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,520 shares of the company’s stock after purchasing an additional 1,428 shares during the quarter. Harbour Investments […] - 2025-03-24 08:27:06

Zurcher Kantonalbank Zurich Cantonalbank Has $1.92 Million Stock Position in H&R Block, Inc. (NYSE:HRB)

Zurcher Kantonalbank Zurich Cantonalbank lessened its holdings in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 1.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 36,290 shares of the company’s stock after selling 431 shares during the quarter. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in H&R Block were worth $1,918,000 at the […] - 2025-03-18 08:08:58

PNC Financial Services Group Inc. Purchases 2,088 Shares of H&R Block, Inc. (NYSE:HRB)

PNC Financial Services Group Inc. boosted its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 11.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,196 shares of the company’s stock after acquiring an additional 2,088 shares during […] - 2025-03-17 07:56:53

H&R Block, Inc. (NYSE:HRB) Holdings Decreased by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC lowered its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 4.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 72,394 shares of the company’s stock after selling 3,051 shares during the quarter. Mutual of America Capital Management LLC’s holdings in H&R Block were worth $3,825,000 at […] - 2025-03-06 11:57:54

New York State Common Retirement Fund Sells 3,500 Shares of H&R Block, Inc. (NYSE:HRB)

New York State Common Retirement Fund reduced its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 90,779 shares of the company’s stock after selling 3,500 shares during the […] - 2025-02-28 09:04:55

Global Retirement Partners LLC Has $204,000 Position in H&R Block, Inc. (NYSE:HRB)

Global Retirement Partners LLC boosted its holdings in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 24.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 3,863 shares of the company’s stock after acquiring an additional 766 shares during the period. Global Retirement Partners LLC’s holdings in H&R Block were worth $204,000 […] - 2025-02-26 11:42:53

H&R Block, Inc. (NYSE:HRB) Shares Sold by State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D decreased its stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 0.4% during the fourth quarter, HoldingsChannel reports. The firm owned 50,873 shares of the company’s stock after selling 218 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in […] - 2025-02-21 10:34:49

H&R Block, Inc. (NYSE:HRB) Shares Bought by Blue Trust Inc.

Blue Trust Inc. lifted its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 23.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,792 shares of the company’s stock after buying an additional 1,310 shares during the period. Blue Trust […] - 2025-02-19 10:12:50

Short Interest in H&R Block, Inc. (NYSE:HRB) Grows By 9.7%

H&R Block, Inc. (NYSE:HRB – Get Free Report) saw a significant increase in short interest in the month of January. As of January 31st, there was short interest totalling 13,730,000 shares, an increase of 9.7% from the January 15th total of 12,520,000 shares. Currently, 10.4% of the company’s shares are short sold. Based on an […] - 2025-02-18 08:26:51

HRB institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-23	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	84,107	USD 4,653,640
2025-06-23	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	52,650	USD 2,913,125
2025-06-23	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	470	USD 26,005
2025-06-23	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	1,614	USD 89,303 0.8%
2025-06-23	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	803	USD 44,430
2025-02-10	IE0009VWHAE6 (iShares US Equity Enhanced Active UCITS ETF USD (Acc))	563	USD 29,608 -1.2%
2025-06-23	IE000KJPDY61 (iShares World Equity High Income UCITS ETF USD Inc)	1,913	USD 105,846
2025-06-23	IE000WHL2ZK1 (iShares U.S. Equity High Income UCITS ETF USD Inc)	1,154	USD 63,851 0.8%
2025-06-23	IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc))	5,333	USD 295,075
Total =		148,607	USD 8,220,883

Book value of shares is calculated on the adjusted close price of each day (row).

Back to Listing

Disclaimer