Vault-13

BLOCK H & R INC HRB

COM · Common Stock · CUSIP 093671105 · ISIN US0936711052

American tax preparation company

398 institutional holders -26 vs Q1 2023
134,980,655135.0m shares reported held*
91.8% of all shares outstanding*
$4.3bnreported value*
48 new 118 added 162 reduced 75 sold out net sold ≈ $991.9m (-31.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.3m this quarter). Holder counts are more reliable. Shares outstanding: 147.0m as of 2023-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $31.93. Options: 14 managers hold calls ($27.7m notional), 16 hold puts ($36.0m).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 460Q4 22: 453Q1 23: 424Q2 23: 398398Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022460
Q4 2022453
Q1 2023424
Q2 2023398

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 203 bought or addedQ4 22: 219 cut or sold outQ4 22Q1 23: 191 bought or addedQ1 23: 238 cut or sold outQ1 23Q2 23: 166 bought or addedQ2 23: 237 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022203219
Q1 2023191238
Q2 2023166237

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ3 22 calls: $128.6mQ3 22 puts: $75.2mQ3 22P/C 0.58Q4 22 calls: $70.9mQ4 22 puts: $67.5mQ4 22P/C 0.95Q1 23 calls: $64.4mQ1 23 puts: $45.8mQ1 23P/C 0.71Q2 23 calls: $27.7mQ2 23 puts: $36.0mQ2 23P/C 1.30
Numbers
QuarterCallsPutsP/C
Q3 2022$128.6m$75.2m0.58
Q4 2022$70.9m$67.5m0.95
Q1 2023$64.4m$45.8m0.71
Q2 2023$27.7m$36.0m1.30

Biggest buyers

LAZARD ASSET MANAGEMENT LLC Added +1,512,508+1.5m
CITADEL ADVISORS LLC Added +1,092,578+1.1m
MILLENNIUM MANAGEMENT LLC Added +1,027,480+1.0m
Man Group plc New +653,206+653.2k
AQR CAPITAL MANAGEMENT LLC Added +647,810+647.8k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +527,530+527.5k
MARSHALL WACE, LLP New +388,528+388.5k
MORGAN STANLEY Added +369,027+369.0k
STATE STREET CORP Added +327,215+327.2k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Added +247,557+247.6k

Biggest sellers

FMR LLC Reduced -22,833,914-22.8m
WELLINGTON MANAGEMENT GROUP LLP Reduced -4,784,530-4.8m
BANK OF AMERICA CORP /DE/ Reduced -1,207,289-1.2m
Robeco Institutional Asset Management B.V. Reduced -1,040,506-1.0m
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -1,020,092-1.0m
Boston Partners Reduced -895,199-895.2k
FULLER & THALER ASSET MANAGEMENT, INC. Reduced -828,491-828.5k
LOS ANGELES CAPITAL MANAGEMENT LLC Reduced -801,277-801.3k
WEDGE CAPITAL MANAGEMENT L L P/NC Reduced -760,876-760.9k
VANGUARD GROUP INC Reduced -744,612-744.6k

Biggest calls

CITADEL ADVISORS LLC Reduced $10.1m317.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $5.3m166.8k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $1.9m59.1k shares
Walleye Trading LLC Added $1.7m53.7k shares
D. E. Shaw & Co., Inc. Reduced $1.7m52.4k shares
PEAK6 Investments LLC Reduced $1.6m51.1k shares
SIMPLEX TRADING, LLC Reduced $1.2m37.7k shares
TWO SIGMA SECURITIES, LLC Added $1.1m34.2k shares
IMC-Chicago, LLC Added $991.2k31.1k shares
Cubist Systematic Strategies, LLC Reduced $857.3k26.9k shares

Biggest puts

SANDLER CAPITAL MANAGEMENT New $9.6m300.0k shares
CITADEL ADVISORS LLC Reduced $6.1m190.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $5.5m172.2k shares
D. E. Shaw & Co., Inc. Added $4.1m127.4k shares
PEAK6 Investments LLC Reduced $1.8m57.2k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $1.8m57.0k shares
SIMPLEX TRADING, LLC Added $1.7m52.6k shares
GROUP ONE TRADING LLC Added $1.5m45.7k shares
TWO SIGMA SECURITIES, LLC Added $914.7k28.7k shares
Parallax Volatility Advisers, L.P. New $860.5k27.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +1.0 pts · filed 2026-02-05 11.5% +1.0 pts 14.6m≈ $554.7m 2026-02-05
AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-12 7.6% new 9.6m≈ $366.2m 2026-08-12
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.2% new 6.6m≈ $252.3m 2026-04-30

Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (5.0%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 1 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 4 sellingQ4 22: 1 buyingQ4 22: 1 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 2 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20211$125.7k0——
Q1 20220—0——
Q2 20220—0——
Q3 20220—4$6.3m—
Q4 20221$18.9k1$3.5m—
Q1 20230—0——
Q2 20232$311.5k0——
DateInsiderTradeSharesPrice ValueTheir holding
2023-05-19 Johnson Richard A Director Bought 10,000 $29.54 $295.4k10.0k shares +17%
2023-05-11 Gerard Robert A Director Bought 500 $32.13 $16.1k500 shares +<1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.06% of their portfolio BOSTON, MA 22,841,45422.8m $728.0m $728.0m 0.06% Reduced -22.8m -22,833,914
2 BlackRock Inc. 0.02% of their portfolio New York, NY 18,588,25818.6m $592.4m $592.4m 0.02% Added +23.5k +23,516
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 15,410,04115.4m $491.1m $491.1m 0.01% Reduced -744.6k -744,612
4 LAZARD ASSET MANAGEMENT LLC 0.26% of their portfolio NEW YORK, NY 6,622,0146.6m $211.0m $211.0m 0.26% Added +1.5m +1,512,508
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 5,995,0466.0m $192.7m $192.7m 0.01% Added +327.2k +327,215
6 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 3,803,8143.8m $121.2m $121.2m 0.02% Reduced -4.8m -4,784,530
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio SAN FRANCISCO, CA 3,726,0583.7m $118.7m $118.7m 0.03% Added +101.7k +101,673
8 AQR CAPITAL MANAGEMENT LLC 0.20% of their portfolio Greenwich, CT 2,911,7032.9m $92.8m $92.8m 0.20% Added +647.8k +647,810
9 Boston Partners 0.11% of their portfolio BOSTON, MA 2,592,1522.6m $82.6m $82.6m 0.11% Reduced -895.2k -895,199
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,331,9042.3m $74.3m $74.3m 0.01% Added +100.0k +100,048
11 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,268,1342.3m $72.3m $72.3m 0.01% Reduced -20.8k -20,803
12 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 2,230,8912.2m $71.1m $71.1m 0.02% Added +60.5k +60,462
13 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,975,8952.0m $63.0m $63.0m 0.01% Reduced -95.6k -95,595
14 CITADEL ADVISORS LLC 0.07% of their portfolio MIAMI, FL 1,928,4701.9m $61.5m $61.5m 0.07% Added +1.1m +1,092,578
15 LSV ASSET MANAGEMENT 0.13% of their portfolio CHICAGO, IL 1,828,0901.8m $58.3m $58.3m 0.13% Reduced -88.5k -88,525
16 Pacer Advisors, Inc. 0.23% of their portfolio Malvern, PA 1,796,3421.8m $57.2m $57.2m 0.23% Added +213.6k +213,619
17 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio BOSTON, MA 1,508,1081.5m $48.1m $48.1m 0.06% Added +527.5k +527,530
18 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,401,1561.4m $44.7m $44.7m 0.01% Reduced -207.7k -207,706
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,369,8141.4m $43.7m $43.7m 0.00% Added +369.0k +369,027
20 FULLER & THALER ASSET MANAGEMENT, INC. 0.24% of their portfolio SAN MATEO, CA 1,314,9211.3m $41.9m $41.9m 0.24% Reduced -828.5k -828,491
21 MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 1,214,2221.2m $38.7m $38.7m 0.04% Added +1.0m +1,027,480
22 Artisan Partners Limited Partnership 0.05% of their portfolio Milwaukee, WI 1,029,3541.0m $32.8m $32.8m 0.05% Reduced -49.1k -49,130
23 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 924,951925.0k $29.5m $29.5m 0.01% Added +155.4k +155,411
24 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio JUPITER, FL 900,500900.5k $28.7m $28.7m 0.14% Added +247.6k +247,557
25 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 888,560888.6k $28.3m $28.3m 0.06% Added +63.1k +63,105
26 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 885,729885.7k $28.2m $28.2m 0.01% Reduced -78.4k -78,390
27 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 876,331876.3k $27.9m $27.9m 0.01% Added +240.0k +239,973
28 SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio London, X0 836,781836.8k $26.7m $26.7m 0.04% Reduced -1.0m -1,020,092
29 NewEdge Wealth, LLC 0.87% of their portfolio STAMFORD, CT 819,723819.7k $26.1m $26.1m 0.87% Added +43.4k +43,380
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 741,053741.1k $23.6m $23.6m 0.00% Added +64.1k +64,075
31 ROYCE & ASSOCIATES LP 0.21% of their portfolio New York, NY 690,887690.9k $22.0m $22.0m 0.21% Added +61.0k +61,000
32 LOS ANGELES CAPITAL MANAGEMENT LLC 0.08% of their portfolio LOS ANGELES, CA 655,694655.7k $20.9m $20.9m 0.08% Reduced -801.3k -801,277
33 Man Group plc 0.06% of their portfolio LONDON, X0 653,206653.2k $20.8m $20.8m 0.06% New
34 D. E. Shaw & Co., Inc. 0.03% of their portfolio New York, NY 610,401610.4k $19.5m $19.5m 0.03% Reduced -406.9k -406,863
35 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 576,211576.2k $18.4m $18.4m 0.01% Reduced -27.4k -27,380
36 Qube Research & Technologies Ltd 0.07% of their portfolio LONDON, X0 555,744555.7k $17.7m $17.7m 0.07% Added +33.2k +33,235
37 JUPITER ASSET MANAGEMENT LTD 0.19% of their portfolio London, X0 550,000550.0k $17.5m $17.5m 0.19% Reduced -330.0k -330,000
38 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 548,459548.5k $17.5m $17.5m 0.00% Reduced -1.2m -1,207,289
39 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 514,770514.8k $16.4m $16.4m 0.02% Reduced -4.2k -4,250
40 Robeco Institutional Asset Management B.V. 0.04% of their portfolio ROTTERDAM, P7 513,879513.9k $16.4m $16.4m 0.04% Reduced -1.0m -1,040,506
41 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 450,732450.7k $14.4m $14.4m 0.01% Added +109.0k +109,039
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 445,997446.0k $15.7m $15.7m 0.01% Unchanged
43 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 430,994431.0k $13.7m $13.7m 0.01% Added +48.9k +48,871
44 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 406,468406.5k $13.0m $13.0m 0.01% Added +2.6k +2,629
45 MARSHALL WACE, LLP 0.03% of their portfolio LONDON, X0 388,528388.5k $12.4m $12.4m 0.03% New
46 FULTON BREAKEFIELD BROENNIMAN LLC 0.97% of their portfolio Bethesda, MD 369,016369.0k $11.8m $11.8m 0.97% Reduced -117.5k -117,481
47 STOREBRAND ASSET MANAGEMENT AS 0.05% of their portfolio LYSAKER, Q8 361,952362.0k $11.5m $11.5m 0.05% Added +10.0k +10,000
48 Swiss National Bank 0.01% of their portfolio ZURICH, V8 331,500331.5k $10.6m $10.6m 0.01% Reduced -4.0k -4,000
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 304,407304.4k $9.7m $9.7m 0.00% Added +54.3k +54,264
50 Retirement Systems of Alabama 0.04% of their portfolio MONTGOMERY, AL 300,147300.1k $9.6m $9.6m 0.04% Reduced -2.7k -2,720
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 292,117292.1k $9.3m $9.3m 0.00% Reduced -337.9k -337,902
52 Sound Income Strategies, LLC 0.91% of their portfolio FT LAUDERDALE, FL 278,265278.3k $8.9m $8.9m 0.91% Added +21.6k +21,563
53 Ensign Peak Advisors, Inc 0.02% of their portfolio SALT LAKE CITY, UT 277,335277.3k $8.8m $8.8m 0.02% Added +128.9k +128,870
54 South Dakota Investment Council 0.18% of their portfolio SIOUX FALLS, SD 277,240277.2k $8.8m $8.8m 0.18% Added +167.3k +167,270
55 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 272,863272.9k $8.7m $8.7m 0.01% Reduced -66.2k -66,165
56 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 260,337260.3k $8.3m $8.3m 0.00% Reduced -527.8k -527,798
57 Legal & General Group Plc 0.00% of their portfolio London, X0 246,268246.3k $7.8m $7.8m 0.00% Reduced -1.7k -1,662
58 Grantham, Mayo, Van Otterloo & Co. LLC 0.04% of their portfolio Boston, MA 241,650241.7k $7.7m $7.7m 0.04% Added +77.3k +77,260
59 Lodge Hill Capital, LLC 2.58% of their portfolio NEW YORK, NY 239,000239.0k $7.6m $7.6m 2.58% Reduced -66.0k -66,000
60 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 232,334232.3k $7.4m $7.4m 0.00% Added +202.5k +202,539
61 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 230,661230.7k $7.4m $7.4m 0.00% Added +14.4k +14,353
62 AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio New York, NY 230,641230.6k $7.4m $7.4m 0.04% Reduced -4.9k -4,924
63 Swedbank AB 0.01% of their portfolio STOCKHOLM, V7 215,968216.0k $6.9m $6.9m 0.01% Unchanged
64 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 210,066210.1k $6.7m $6.7m 0.01% Added +12.4k +12,431
65 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 201,400201.4k $6.4m $6.4m 0.01% Reduced -6.4k -6,436
66 FINANCIAL COUNSELORS INC 0.13% of their portfolio Overland Park, KS 199,874199.9k $6.4m $6.4m 0.13% Reduced -491 -491
67 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 186,647186.6k $5.9m $5.9m 0.01% Reduced -24.8k -24,829
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 185,841185.8k $5.9m $5.9m 0.01% Reduced -17.3k -17,313
69 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 184,434184.4k $5.9m $5.9m 0.01% Reduced -8.3k -8,329
70 Bridgewater Associates, LP 0.03% of their portfolio Westport, CT 175,139175.1k $5.6m $5.6m 0.03% Added +57.9k +57,903
71 Holocene Advisors, LP 0.02% of their portfolio New York, NY 173,585173.6k $5.5m $5.5m 0.02% Added +115.3k +115,309
72 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 172,356172.4k $5.5m $5.5m 0.01% Added +125.0k +124,959
73 MACKENZIE FINANCIAL CORP 0.01% of their portfolio TORONTO ONTARIO, A6 171,998172.0k $5.6m $5.6m 0.01% Added +73.8k +73,773
74 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 169,984170.0k $5.4m $5.4m 0.01% Reduced -6.1k -6,122
75 ExodusPoint Capital Management, LP 0.06% of their portfolio NEW YORK, NY 157,823157.8k $5.0m $5.0m 0.06% Added +74.4k +74,429
76 Rodgers Brothers Inc. 0.88% of their portfolio Harmony, PA 157,350157.3k $5.0m $5.0m 0.88% Added +6.9k +6,900
77 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 154,794154.8k $4.9m $4.9m 0.01% Added +13.4k +13,413
78 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 151,248151.2k $4.8m $4.8m 0.01% Reduced -93.2k -93,187
79 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.07% of their portfolio Stamford, CT 142,991143.0k $4.6m $4.6m 0.07% Reduced -146.7k -146,709
80 NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio ST. LOUIS, MO 139,821139.8k $4.5m $4.5m 0.03% Reduced -10.2k -10,179
81 TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio AUSTIN, TX 134,084134.1k $4.3m $4.3m 0.04% Reduced -2.5k -2,478
82 Skandinaviska Enskilda Banken AB (publ) 0.03% of their portfolio STOCKHOLM, V7 131,100131.1k $4.2m $4.2m 0.03% Added +93.5k +93,500
83 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 130,225130.2k $4.2m $4.2m 0.01% Reduced -41.5k -41,466
84 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 127,151127.2k $4.1m $4.1m 0.01% Added +20.9k +20,872
85 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 115,237115.2k $3.7m $3.7m 0.00% Reduced -39.5k -39,463
86 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 113,696113.7k $3.6m $3.6m 0.00% Reduced -4.5k -4,469
87 PUTNAM INVESTMENTS LLC 0.01% of their portfolio BOSTON, MA 112,829112.8k $3.6m $3.6m 0.01% New
88 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 112,458112.5k $3.6m $3.6m 0.00% Reduced -16.6k -16,646
89 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 110,565110.6k $3.5m $3.5m 0.01% Added +96.2k +96,194
90 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio New York, NY 110,481110.5k $3.5m $3.5m 0.04% Reduced -12.1k -12,115
91 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.22% of their portfolio TOKYO, M0 108,240108.2k $7.0m $7.0m 0.22% Added +583 +583
92 AMALGAMATED BANK 0.03% of their portfolio NEW YORK, NY 106,055106.1k $3.4m $3.4m 0.03% Reduced -11.1k -11,132
93 Hennion & Walsh Asset Management, Inc. 0.20% of their portfolio Parsippany, NJ 104,536104.5k $3.3m $3.3m 0.20% Added +18.2k +18,220
94 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 101,888101.9k $3.2m $3.2m 0.03% Reduced -135.9k -135,926
95 NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio STOCKHOLM, V7 97,32797.3k $3.1m $3.1m 0.00% Added +57.4k +57,448
96 MetLife Investment Management, LLC 0.02% of their portfolio Whippany, NJ 95,34795.3k $3.0m $3.0m 0.02% Reduced -3.0k -3,038
97 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 92,90192.9k $3.0m $3.0m 0.00% Reduced -151.3k -151,312
98 TECTONIC ADVISORS LLC 0.36% of their portfolio FRISCO, TX 91,52691.5k $2.9m $2.9m 0.36% Added +15.6k +15,555
99 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 89,04489.0k $2.8m $2.8m 0.01% Unchanged
100 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 88,21288.2k $2.8m $2.8m 0.01% Reduced -144 -144