Vault-13

BLOCK H & R INC HRB

COM · Common Stock · CUSIP 093671105 · ISIN US0936711052

American tax preparation company

413 institutional holders +15 vs Q2 2023
131,877,373131.9m shares reported held*
91.6% of all shares outstanding*
$5.7bnreported value*
63 new 127 added 143 reduced 50 sold out net sold ≈ $122.2m (-3.5m 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 ($11.5m this quarter). Holder counts are more reliable. Shares outstanding: 143.9m as of 2023-10-31, 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 ≈ $43.30. Options: 21 managers hold calls ($62.7m notional), 20 hold puts ($52.1m).

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 460Q4 22: 453Q1 23: 424Q2 23: 398Q3 23: 413413Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022460
Q4 2022453
Q1 2023424
Q2 2023398
Q3 2023413

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 23Q3 23: 190 bought or addedQ3 23: 193 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022203219
Q1 2023191238
Q2 2023166237
Q3 2023190193

Calls vs puts

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

CallsPuts
$0$20m$40m$60m$80mQ4 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 1.30Q3 23 calls: $62.7mQ3 23 puts: $52.1mQ3 23P/C 0.83
Numbers
QuarterCallsPutsP/C
Q4 2022$70.9m$67.5m0.95
Q1 2023$64.4m$45.8m0.71
Q2 2023$27.7m$36.0m1.30
Q3 2023$62.7m$52.1m0.83

Biggest buyers

FULLER & THALER ASSET MANAGEMENT, INC. Added +1,453,504+1.5m
Man Group plc New +669,754+669.8k
D. E. Shaw & Co., Inc. Added +559,686+559.7k
RENAISSANCE TECHNOLOGIES LLC New +320,600+320.6k
GOLDMAN SACHS GROUP INC Added +257,207+257.2k
NORGES BANK Added +240,176+240.2k
NewEdge Wealth, LLC Added +188,023+188.0k
BANK OF MONTREAL /CAN/ Added +164,981+165.0k
DIMENSIONAL FUND ADVISORS LP Added +159,048+159.0k
TUDOR INVESTMENT CORP ET AL Added +157,035+157.0k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -1,149,159-1.1m
FMR LLC Reduced -915,125-915.1k
Man Group plc Sold out -653,206-653.2k
Invesco Ltd. Reduced -391,776-391.8k
MARSHALL WACE, LLP Sold out -388,528-388.5k
Qube Research & Technologies Ltd Reduced -378,166-378.2k
VANGUARD GROUP INC Reduced -376,641-376.6k
FULTON BREAKEFIELD BROENNIMAN LLC Reduced -348,567-348.6k
LAZARD ASSET MANAGEMENT LLC Reduced -291,013-291.0k
Pacer Advisors, Inc. Reduced -236,448-236.4k

Biggest calls

CITADEL ADVISORS LLC Reduced $11.3m263.4k shares
Twin Tree Management, LP New $9.0m207.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $8.5m196.8k shares
PEAK6 Investments LLC Added $7.9m183.3k shares
D. E. Shaw & Co., Inc. Added $6.2m143.7k shares
MILLENNIUM MANAGEMENT LLC New $4.7m110.0k shares
Walleye Trading LLC Added $2.7m63.3k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $2.0m45.8k shares
IMC-Chicago, LLC Added $1.7m38.9k shares
SIMPLEX TRADING, LLC Reduced $1.5m35.8k shares

Biggest puts

SANDLER CAPITAL MANAGEMENT Added $13.7m317.6k shares
CITADEL ADVISORS LLC Added $9.8m227.0k shares
CAPITAL FUND MANAGEMENT S.A. Added $5.5m127.3k shares
Walleye Capital LLC Added $3.2m75.2k shares
Walleye Trading LLC Added $2.8m66.1k shares
D. E. Shaw & Co., Inc. Reduced $2.7m62.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $2.3m54.4k shares
SIMPLEX TRADING, LLC Reduced $1.8m41.0k shares
GROUP ONE TRADING LLC Reduced $1.6m38.1k shares
WOLVERINE TRADING, LLC New $1.6m36.2k 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 Q3 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
404Q4 21: 1 buyingQ4 21: 0 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 4 sellingQ3 22Q4 22: 1 buyingQ4 22: 1 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 2 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 2 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q3 20230—2$3.8m$3.5m
DateInsiderTradeSharesPrice ValueTheir holding
2023-09-11 Logerwell Kellie J VP & Chief Acct Officer Sold 8,000 $39.61 $316.9k8.0k shares -22%
2023-08-16 Jones Jeffrey J II President & CEO, director Sold plan 91,192 $38.00 $3.5m91.2k shares -10%

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.08% of their portfolio BOSTON, MA 21,926,32921.9m $944.1m $944.1m 0.08% Reduced -915.1k -915,125
2 BlackRock Inc. 0.02% of their portfolio New York, NY 18,420,69918.4m $793.2m $793.2m 0.02% Reduced -167.6k -167,559
3 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 15,033,40015.0m $647.3m $647.3m 0.02% Reduced -376.6k -376,641
4 LAZARD ASSET MANAGEMENT LLC 0.37% of their portfolio NEW YORK, NY 6,331,0016.3m $272.6m $272.6m 0.37% Reduced -291.0k -291,013
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 6,085,7106.1m $263.9m $263.9m 0.01% Added +90.7k +90,664
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio SAN FRANCISCO, CA 3,844,3873.8m $165.5m $165.5m 0.05% Added +118.3k +118,329
7 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 3,582,4173.6m $154.3m $154.3m 0.03% Reduced -221.4k -221,397
8 FULLER & THALER ASSET MANAGEMENT, INC. 0.69% of their portfolio SAN MATEO, CA 2,768,4252.8m $119.2m $119.2m 0.69% Added +1.5m +1,453,504
9 AQR CAPITAL MANAGEMENT LLC 0.24% of their portfolio Greenwich, CT 2,719,4792.7m $117.1m $117.1m 0.24% Reduced -192.2k -192,224
10 Boston Partners 0.15% of their portfolio BOSTON, MA 2,546,4432.5m $109.6m $109.6m 0.15% Reduced -45.7k -45,709
11 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 2,389,9392.4m $102.9m $102.9m 0.03% Added +159.0k +159,048
12 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,374,7282.4m $102.4m $102.4m 0.01% Added +42.8k +42,824
13 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,175,1722.2m $93.7m $93.7m 0.02% Reduced -93.0k -92,962
14 CITADEL ADVISORS LLC 0.09% of their portfolio MIAMI, FL 2,040,0152.0m $87.8m $87.8m 0.09% Added +111.5k +111,545
15 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,926,2351.9m $82.9m $82.9m 0.02% Reduced -49.7k -49,660
16 LSV ASSET MANAGEMENT 0.17% of their portfolio CHICAGO, IL 1,695,2151.7m $73.0m $73.0m 0.17% Reduced -132.9k -132,875
17 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,641,3321.6m $70.7m $70.7m 0.01% Added +240.2k +240,176
18 Pacer Advisors, Inc. 0.26% of their portfolio Malvern, PA 1,559,8941.6m $67.2m $67.2m 0.26% Reduced -236.4k -236,448
19 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio BOSTON, MA 1,523,1581.5m $65.6m $65.6m 0.08% Added +15.1k +15,050
20 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,206,5251.2m $52.0m $52.0m 0.01% Reduced -163.3k -163,289
21 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,182,1581.2m $50.9m $50.9m 0.01% Added +257.2k +257,207
22 D. E. Shaw & Co., Inc. 0.08% of their portfolio New York, NY 1,170,0871.2m $50.4m $50.4m 0.08% Added +559.7k +559,686
23 NewEdge Wealth, LLC 1.37% of their portfolio STAMFORD, CT 1,007,7461.0m $43.4m $43.4m 1.37% Added +188.0k +188,023
24 Artisan Partners Limited Partnership 0.07% of their portfolio Milwaukee, WI 996,272996.3k $42.9m $42.9m 0.07% Reduced -33.1k -33,082
25 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 954,038954.0k $41.1m $41.1m 0.08% Added +65.5k +65,478
26 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 902,328902.3k $38.9m $38.9m 0.01% Added +26.0k +25,997
27 SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio London, X0 815,936815.9k $35.1m $35.1m 0.05% Reduced -20.8k -20,845
28 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.16% of their portfolio JUPITER, FL 753,413753.4k $32.4m $32.4m 0.16% Reduced -147.1k -147,087
29 Man Group plc 0.09% of their portfolio LONDON, X0 669,754669.8k $28.8m $28.8m 0.09% New
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 599,588599.6k $25.8m $25.8m 0.00% Reduced -141.5k -141,465
31 ROYCE & ASSOCIATES LP 0.25% of their portfolio New York, NY 575,120575.1k $24.8m $24.8m 0.25% Reduced -115.8k -115,767
32 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 566,187566.2k $24.4m $24.4m 0.02% Reduced -10.0k -10,024
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 555,295555.3k $23.9m $23.9m 0.00% Added +6.8k +6,836
34 JUPITER ASSET MANAGEMENT LTD 0.26% of their portfolio London, X0 550,000550.0k $23.7m $23.7m 0.26% Unchanged
35 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 514,674514.7k $22.2m $22.2m 0.02% Added +63.9k +63,942
36 RHUMBLINE ADVISERS 0.03% of their portfolio BOSTON, MA 508,944508.9k $21.9m $21.9m 0.03% Reduced -5.8k -5,826
37 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 493,953494.0k $21.3m $21.3m 0.01% Reduced -391.8k -391,776
38 Robeco Institutional Asset Management B.V. 0.05% of their portfolio ROTTERDAM, P7 477,529477.5k $20.6m $20.6m 0.05% Reduced -36.4k -36,350
39 LOS ANGELES CAPITAL MANAGEMENT LLC 0.08% of their portfolio LOS ANGELES, CA 455,752455.8k $19.6m $19.6m 0.08% Reduced -199.9k -199,942
40 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 376,198376.2k $16.2m $16.2m 0.02% Reduced -30.3k -30,270
41 UBS Group AG 0.01% of their portfolio ZURICH, V8 370,069370.1k $15.9m $15.9m 0.01% Added +78.0k +77,952
42 STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio LYSAKER, Q8 362,907362.9k $15.6m $15.6m 0.07% Added +955 +955
43 Swiss National Bank 0.01% of their portfolio ZURICH, V8 334,800334.8k $14.4m $14.4m 0.01% Added +3.3k +3,300
44 Bridgewater Associates, LP 0.09% of their portfolio Westport, CT 330,084330.1k $14.2m $14.2m 0.09% Added +154.9k +154,945
45 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 320,600320.6k $13.8m $13.8m 0.02% New
46 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 305,626305.6k $13.2m $13.2m 0.01% Reduced -140.4k -140,371
47 Sound Income Strategies, LLC 1.09% of their portfolio FT LAUDERDALE, FL 299,366299.4k $12.9m $12.9m 1.09% Added +21.1k +21,101
48 Retirement Systems of Alabama 0.06% of their portfolio MONTGOMERY, AL 294,043294.0k $12.7m $12.7m 0.06% Reduced -6.1k -6,104
49 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 287,610287.6k $12.4m $12.4m 0.01% Added +14.7k +14,747
50 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 271,791271.8k $11.7m $11.7m 0.01% Reduced -159.2k -159,203
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 261,766261.8k $11.3m $11.3m 0.00% Reduced -42.6k -42,641
52 Legal & General Group Plc 0.00% of their portfolio London, X0 256,025256.0k $11.0m $11.0m 0.00% Added +9.8k +9,757
53 South Dakota Investment Council 0.25% of their portfolio SIOUX FALLS, SD 250,402250.4k $10.8m $10.8m 0.25% Reduced -26.8k -26,838
54 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 241,730241.7k $10.4m $10.4m 0.00% Reduced -18.6k -18,607
55 Grantham, Mayo, Van Otterloo & Co. LLC 0.05% of their portfolio Boston, MA 236,371236.4k $10.2m $10.2m 0.05% Reduced -5.3k -5,279
56 HRT FINANCIAL LP 0.10% of their portfolio NEW YORK, NY 225,561225.6k $9.7m $9.7m 0.10% Added +123.7k +123,673
57 Trexquant Investment LP 0.24% of their portfolio STAMFORD, CT 223,138223.1k $9.6m $9.6m 0.24% Added +148.3k +148,274
58 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 223,030223.0k $9.6m $9.6m 0.00% Reduced -7.6k -7,631
59 IBEX WEALTH ADVISORS 2.40% of their portfolio BEDMINSTER, NJ 219,180219.2k $9.4m $9.4m 2.40% First filing
60 Swedbank AB 0.02% of their portfolio STOCKHOLM, V7 215,968216.0k $9.3m $9.3m 0.02% Unchanged
61 AMERICAN INTERNATIONAL GROUP, INC. 0.06% of their portfolio New York, NY 215,429215.4k $9.3m $9.3m 0.06% Reduced -15.2k -15,212
62 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 206,745206.7k $8.9m $8.9m 0.01% Reduced -3.3k -3,321
63 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 202,780202.8k $8.1m $8.1m 0.00% Added +165.0k +164,981
64 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 200,600200.6k $8.6m $8.6m 0.02% Reduced -800 -800
65 FINANCIAL COUNSELORS INC 0.17% of their portfolio Overland Park, KS 198,378198.4k $8.5m $8.5m 0.17% Reduced -1.5k -1,496
66 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 184,664184.7k $8.0m $8.0m 0.02% Added +230 +230
67 Ensign Peak Advisors, Inc 0.02% of their portfolio SALT LAKE CITY, UT 180,254180.3k $7.8m $7.8m 0.02% Reduced -97.1k -97,081
68 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 177,578177.6k $7.6m $7.6m 0.02% Reduced -378.2k -378,166
69 TUDOR INVESTMENT CORP ET AL 0.11% of their portfolio STAMFORD, CT 170,879170.9k $7.4m $7.4m 0.11% Added +157.0k +157,035
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 169,380169.4k $7.3m $7.3m 0.01% Reduced -16.5k -16,461
71 Rodgers Brothers Inc. 1.17% of their portfolio Harmony, PA 158,700158.7k $6.8m $6.8m 1.17% Added +1.4k +1,350
72 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 154,997155.0k $6.7m $6.7m 0.02% Added +203 +203
73 CANADA LIFE ASSURANCE Co 0.02% of their portfolio WINNIPEG, A2 154,628154.6k $6.7m $6.7m 0.02% Added +24.4k +24,403
74 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 153,350153.3k $6.6m $6.6m 0.01% Added +2.1k +2,102
75 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 151,904151.9k $6.5m $6.5m 0.01% Added +41.3k +41,339
76 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 151,157151.2k $6.5m $6.5m 0.01% Reduced -18.8k -18,827
77 Lodge Hill Capital, LLC 2.03% of their portfolio NEW YORK, NY 144,000144.0k $6.2m $6.2m 2.03% Reduced -95.0k -95,000
78 ALPS ADVISORS INC 0.05% of their portfolio Denver, CO 140,362140.4k $6.0m $6.0m 0.05% Added +89.0k +89,048
79 PUTNAM INVESTMENTS LLC 0.01% of their portfolio BOSTON, MA 136,236136.2k $5.9m $5.9m 0.01% Added +23.4k +23,407
80 Miller Value Partners, LLC 3.65% of their portfolio SARASOTA, FL 135,000135.0k $5.8m $5.8m 3.65% New
81 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 132,471132.5k $5.7m $5.7m 0.01% Reduced -39.9k -39,885
82 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 129,990130.0k $5.6m $5.6m 0.00% Added +56.5k +56,451
83 TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio AUSTIN, TX 129,333129.3k $5.6m $5.6m 0.05% Reduced -4.8k -4,751
84 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 126,793126.8k $5.5m $5.5m 0.00% Added +13.1k +13,097
85 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 126,297126.3k $5.4m $5.4m 0.00% Added +13.8k +13,839
86 NISA INVESTMENT ADVISORS, LLC 0.04% of their portfolio ST. LOUIS, MO 116,578116.6k $5.0m $5.0m 0.04% Reduced -23.2k -23,243
87 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 115,488115.5k $5.0m $5.0m 0.01% Added +30.9k +30,871
88 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 112,053112.1k $4.8m $4.8m 0.01% Added +102.5k +102,550
89 CRAWFORD INVESTMENT COUNSEL INC 0.10% of their portfolio ATLANTA, GA 112,024112.0k $4.8m $4.8m 0.10% Added +89.6k +89,572
90 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 108,624108.6k $4.7m $4.7m 0.00% Added +72.5k +72,469
91 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 105,649105.6k $4.5m $4.5m 0.01% Reduced -21.5k -21,502
92 AMALGAMATED BANK 0.04% of their portfolio NEW YORK, NY 103,804103.8k $4.5m $4.5m 0.04% Reduced -2.3k -2,251
93 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 100,982101.0k $4.4m $4.4m 0.01% Added +3.7k +3,655
94 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 100,824100.8k $4.3m $4.3m 0.00% Reduced -131.5k -131,510
95 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio New York, NY 99,08599.1k $4.3m $4.3m 0.05% Reduced -11.4k -11,396
96 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 96,82096.8k $4.2m $4.2m 0.00% Reduced -18.4k -18,417
97 Hennion & Walsh Asset Management, Inc. 0.26% of their portfolio Parsippany, NJ 95,50495.5k $4.1m $4.1m 0.26% Reduced -9.0k -9,032
98 TECTONIC ADVISORS LLC 0.38% of their portfolio FRISCO, TX 94,96795.0k $4.1m $4.1m 0.38% Added +3.4k +3,441
99 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 94,53094.5k $4.1m $4.1m 0.01% Reduced -92.1k -92,117
100 MACQUARIE GROUP LTD 0.01% of their portfolio Sydney, NSW 2000, C3 92,90192.9k $4.0m $4.0m 0.01% Unchanged