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H&R Block

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.02B -$37.9M -797,619 -4%
BlackRock
2
BlackRock
New York
$817M -$59.5M -1,251,730 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$699M -$19M -399,745 -3%
State Street
4
State Street
Massachusetts
$272M +$1.35M +28,432 +0.5%
Lazard Asset Management
5
Lazard Asset Management
New York
$241M +$7.68M +161,604 +3%
Charles Schwab
6
Charles Schwab
California
$229M +$41.8M +878,805 +23%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$166M +$8.25M +173,593 +5%
Boston Partners
8
Boston Partners
Massachusetts
$161M +$36.1M +758,827 +30%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$155M +$25.5M +536,040 +20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$129M +$13.4M +281,853 +12%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$121M -$431K -9,073 -0.4%
Northern Trust
12
Northern Trust
Illinois
$98.4M -$10.2M -215,181 -10%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$88.7M +$1.82M +38,220 +2%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$88.3M +$10.7M +224,758 +14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$86.6M -$5.92M -124,714 -7%
Norges Bank
16
Norges Bank
Norway
$84.2M +$350K +7,360 +0.4%
LSV Asset Management
17
LSV Asset Management
Illinois
$79.4M -$3.06M -64,339 -4%
AQR Capital Management
18
AQR Capital Management
Connecticut
$74.7M -$36.8M -774,109 -34%
Citadel Advisors
19
Citadel Advisors
Florida
$74M +$34.7M +729,371 +94%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$63.1M +$14.5M +305,014 +31%
Morgan Stanley
21
Morgan Stanley
New York
$55.2M +$3.83M +80,700 +8%
Invesco
22
Invesco
Georgia
$53.6M +$25.4M +534,316 +96%
NW
23
NewEdge Wealth
Pennsylvania
$45.4M -$9.01M -189,650 -17%
Bank of America
24
Bank of America
North Carolina
$44.3M +$20.3M +426,356 +90%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$42.7M +$20M +421,190 +94%