Vault-13

BLOCK H & R INC HRB

COM · Common Stock · CUSIP 093671105 · ISIN US0936711052

American tax preparation company

468 institutional holders +55 vs Q3 2023
127,708,984127.7m shares reported held*
91.5% of all shares outstanding*
$6.2bnreported value*
81 new 126 added 161 reduced 42 sold out net sold ≈ $256.5m (-4.6m 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 ($13.1m this quarter). Holder counts are more reliable. Shares outstanding: 139.5m as of 2024-01-31, 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 ≈ $48.40. Options: 19 managers hold calls ($43.3m notional), 19 hold puts ($45.0m).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 460Q4 22: 453Q1 23: 424Q2 23: 398Q3 23: 413Q4 23: 468468Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022460
Q4 2022453
Q1 2023424
Q2 2023398
Q3 2023413
Q4 2023468

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 23Q4 23: 207 bought or addedQ4 23: 203 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022203219
Q1 2023191238
Q2 2023166237
Q3 2023190193
Q4 2023207203

Calls vs puts

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

CallsPuts
$0$20m$40m$60m$80mQ1 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 0.83Q4 23 calls: $43.3mQ4 23 puts: $45.0mQ4 23P/C 1.04
Numbers
QuarterCallsPutsP/C
Q1 2023$64.4m$45.8m0.71
Q2 2023$27.7m$36.0m1.30
Q3 2023$62.7m$52.1m0.83
Q4 2023$43.3m$45.0m1.04

Biggest buyers

MORGAN STANLEY Added +880,275+880.3k
ROYAL BANK OF CANADA Added +718,251+718.3k
BNP PARIBAS FINANCIAL MARKETS Added +630,384+630.4k
JPMORGAN CHASE & CO Added +619,976+620.0k
Man Group plc New +564,893+564.9k
Clark Capital Management Group, Inc. New +443,685+443.7k
Blue Whale Capital LLP Added +350,000+350.0k
GLENMEDE TRUST CO NA Added +270,030+270.0k
California Public Employees Retirement System Added +263,546+263.5k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +245,524+245.5k

Biggest sellers

LAZARD ASSET MANAGEMENT LLC Reduced -1,593,166-1.6m
CITADEL ADVISORS LLC Reduced -1,262,349-1.3m
Artisan Partners Limited Partnership Sold out -996,272-996.3k
Man Group plc Sold out -669,754-669.8k
STATE STREET CORP Reduced -617,498-617.5k
JUPITER ASSET MANAGEMENT LTD Sold out -550,000-550.0k
BlackRock Inc. Reduced -537,795-537.8k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -494,978-495.0k
AQR CAPITAL MANAGEMENT LLC Reduced -420,169-420.2k
VANGUARD GROUP INC Reduced -391,939-391.9k

Biggest calls

CITADEL ADVISORS LLC Unchanged $12.7m263.4k shares
D. E. Shaw & Co., Inc. Added $7.0m144.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $6.7m138.2k shares
PEAK6 Investments LLC Reduced $3.4m69.3k shares
Walleye Trading LLC Reduced $2.0m42.2k shares
UBS Group AG New $1.9m40.0k shares
Walleye Capital LLC Added $1.5m31.4k shares
WOLVERINE TRADING, LLC Reduced $1.4m28.1k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $1.3m26.2k shares
SIMPLEX TRADING, LLC Reduced $1.1m22.4k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $7.7m158.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.6m116.2k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $4.9m101.2k shares
SIMPLEX TRADING, LLC Added $3.7m75.7k shares
UBS Group AG New $3.6m75.0k shares
Walleye Trading LLC Added $3.4m69.7k shares
Walleye Capital LLC Reduced $3.0m63.0k shares
D. E. Shaw & Co., Inc. Unchanged $3.0m62.2k shares
PEAK6 Investments LLC Added $2.4m49.5k shares
IMC-Chicago, LLC Unchanged $1.7m35.6k 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 Q4 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
404Q1 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 23Q3 23: 0 buyingQ3 23: 2 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q4 20230—1$2.2m—
DateInsiderTradeSharesPrice ValueTheir holding
2023-11-27 Bowen Tony G Chief Financial Officer Sold 46,892 $47.10 $2.2m46.9k shares -27%

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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.08% of their portfolio BOSTON, MA 21,588,84321.6m $1.0bn $1.0bn 0.08% Reduced -337.5k -337,486
2 BlackRock Inc. 0.02% of their portfolio New York, NY 17,882,90417.9m $865.0m $865.0m 0.02% Reduced -537.8k -537,795
3 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 14,641,46114.6m $708.2m $708.2m 0.02% Reduced -391.9k -391,939
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 5,468,2125.5m $266.3m $266.3m 0.01% Reduced -617.5k -617,498
5 LAZARD ASSET MANAGEMENT LLC 0.29% of their portfolio NEW YORK, NY 4,737,8354.7m $229.2m $229.2m 0.29% Reduced -1.6m -1,593,166
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio SAN FRANCISCO, CA 3,776,5973.8m $182.7m $182.7m 0.05% Reduced -67.8k -67,790
7 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 3,200,1193.2m $154.8m $154.8m 0.03% Reduced -382.3k -382,298
8 FULLER & THALER ASSET MANAGEMENT, INC. 0.64% of their portfolio SAN MATEO, CA 2,620,0882.6m $126.7m $126.7m 0.64% Reduced -148.3k -148,337
9 Boston Partners 0.16% of their portfolio BOSTON, MA 2,512,0922.5m $121.5m $121.5m 0.16% Reduced -34.4k -34,351
10 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 2,469,6982.5m $119.5m $119.5m 0.03% Added +79.8k +79,759
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,335,9982.3m $113.1m $113.1m 0.01% Reduced -38.7k -38,730
12 AQR CAPITAL MANAGEMENT LLC 0.21% of their portfolio Greenwich, CT 2,299,3102.3m $111.2m $111.2m 0.21% Reduced -420.2k -420,169
13 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,218,6382.2m $107.3m $107.3m 0.02% Added +43.5k +43,466
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,086,8002.1m $100.9m $100.9m 0.00% Added +880.3k +880,275
15 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,887,1331.9m $91.3m $91.3m 0.02% Reduced -39.1k -39,102
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio BOSTON, MA 1,768,6821.8m $85.6m $85.6m 0.09% Added +245.5k +245,524
17 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,707,7781.7m $82.6m $82.6m 0.01% Added +66.4k +66,446
18 LSV ASSET MANAGEMENT 0.18% of their portfolio CHICAGO, IL 1,680,7001.7m $81.3m $81.3m 0.18% Reduced -14.5k -14,515
19 Pacer Advisors, Inc. 0.22% of their portfolio Malvern, PA 1,574,1621.6m $76.1m $76.1m 0.22% Added +14.3k +14,268
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,219,5641.2m $59.0m $59.0m 0.00% Added +620.0k +619,976
21 NewEdge Wealth, LLC 1.40% of their portfolio STAMFORD, CT 1,133,9941.1m $54.9m $54.9m 1.40% Added +126.2k +126,248
22 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,094,7911.1m $53.0m $53.0m 0.01% Reduced -87.4k -87,367
23 D. E. Shaw & Co., Inc. 0.07% of their portfolio New York, NY 1,038,6141.0m $50.2m $50.2m 0.07% Reduced -131.5k -131,473
24 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 980,017980.0k $47.4m $47.4m 0.01% Added +718.3k +718,251
25 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 960,539960.5k $46.4m $46.4m 0.08% Added +6.5k +6,501
26 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 848,092848.1k $41.0m $41.0m 0.01% Reduced -54.2k -54,236
27 BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio PARIS, I0 782,288782.3k $37.8m $37.8m 0.07% Added +630.4k +630,384
28 CITADEL ADVISORS LLC 0.04% of their portfolio MIAMI, FL 777,666777.7k $37.6m $37.6m 0.04% Reduced -1.3m -1,262,349
29 Man Group plc 0.08% of their portfolio LONDON, X0 564,893564.9k $27.3m $27.3m 0.08% New
30 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 558,010558.0k $27.0m $27.0m 0.01% Added +64.1k +64,057
31 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 551,156551.2k $26.7m $26.7m 0.02% Added +263.5k +263,546
32 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 532,516532.5k $25.8m $25.8m 0.02% Reduced -33.7k -33,671
33 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 480,092480.1k $23.2m $23.2m 0.02% Reduced -28.9k -28,852
34 Robeco Institutional Asset Management B.V. 0.06% of their portfolio ROTTERDAM, P7 476,285476.3k $23.0m $23.0m 0.06% Reduced -1.2k -1,244
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 475,448475.4k $23.0m $23.0m 0.00% Reduced -79.8k -79,847
36 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio JUPITER, FL 448,019448.0k $21.7m $21.7m 0.09% Reduced -305.4k -305,394
37 Clark Capital Management Group, Inc. 0.18% of their portfolio PHILADELPHIA, PA 443,685443.7k $21.5m $21.5m 0.18% New
38 Blue Whale Capital LLP 2.51% of their portfolio LONDON, X0 405,000405.0k $19.6m $19.6m 2.51% Added +350.0k +350,000
39 Bridgewater Associates, LP 0.10% of their portfolio Westport, CT 381,030381.0k $18.4m $18.4m 0.10% Added +50.9k +50,946
40 VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio San Antonio, TX 379,919379.9k $18.4m $18.4m 0.02% Added +3.7k +3,721
41 Retirement Systems of Alabama 0.07% of their portfolio MONTGOMERY, AL 363,889363.9k $17.6m $17.6m 0.07% Added +69.8k +69,846
42 Prevatt Capital Ltd 6.49% of their portfolio NASSAU, C5 360,000360.0k $17.4m $17.4m 6.49% First filing
43 ROYCE & ASSOCIATES LP 0.16% of their portfolio New York, NY 359,120359.1k $17.4m $17.4m 0.16% Reduced -216.0k -216,000
44 STOREBRAND ASSET MANAGEMENT AS 0.06% of their portfolio LYSAKER, Q8 353,254353.3k $17.1m $17.1m 0.06% Reduced -9.7k -9,653
45 LOS ANGELES CAPITAL MANAGEMENT LLC 0.06% of their portfolio LOS ANGELES, CA 347,147347.1k $16.8m $16.8m 0.06% Reduced -108.6k -108,605
46 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 343,110343.1k $16.6m $16.6m 0.01% Added +37.5k +37,484
47 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 339,254339.3k $16.4m $16.4m 0.02% Added +206.8k +206,783
48 GLENMEDE TRUST CO NA 0.08% of their portfolio PHILADELPHIA, PA 330,664330.7k $16.0m $16.0m 0.08% Added +270.0k +270,030
49 SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio London, X0 320,958321.0k $15.5m $15.5m 0.02% Reduced -495.0k -494,978
50 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 318,011318.0k $15.4m $15.4m 0.01% Reduced -196.7k -196,663
51 Sound Income Strategies, LLC 1.16% of their portfolio FT LAUDERDALE, FL 288,148288.1k $13.9m $13.9m 1.16% Reduced -11.2k -11,218
52 Swiss National Bank 0.01% of their portfolio ZURICH, V8 288,100288.1k $13.9m $13.9m 0.01% Reduced -46.7k -46,700
53 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 267,627267.6k $12.9m $12.9m 0.01% Reduced -4.2k -4,164
54 Legal & General Group Plc 0.00% of their portfolio London, X0 252,614252.6k $12.2m $12.2m 0.00% Reduced -3.4k -3,411
55 South Dakota Investment Council 0.26% of their portfolio SIOUX FALLS, SD 250,402250.4k $12.1m $12.1m 0.26% Unchanged
56 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 242,668242.7k $11.7m $11.7m 0.00% Added +19.6k +19,638
57 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 225,802225.8k $10.9m $10.9m 0.01% Added +19.1k +19,057
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 220,293220.3k $10.7m $10.7m 0.00% Reduced -149.8k -149,776
59 Swedbank AB 0.02% of their portfolio STOCKHOLM, V7 215,968216.0k $10.4m $10.4m 0.02% Unchanged
60 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 205,272205.3k $9.9m $9.9m 0.02% Added +51.9k +51,922
61 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 197,665197.7k $9.6m $9.6m 0.02% Reduced -2.9k -2,935
62 FINANCIAL COUNSELORS INC 0.17% of their portfolio Overland Park, KS 196,183196.2k $9.5m $9.5m 0.17% Reduced -2.2k -2,195
63 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 195,518195.5k $9.5m $9.5m 0.00% Reduced -46.2k -46,212
64 AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio New York, NY 195,254195.3k $9.4m $9.4m 0.04% Reduced -20.2k -20,175
65 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 185,226185.2k $9.0m $9.0m 0.00% Added +76.6k +76,602
66 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 184,713184.7k $8.9m $8.9m 0.02% Added +49 +49
67 Grantham, Mayo, Van Otterloo & Co. LLC 0.04% of their portfolio Boston, MA 178,525178.5k $8.6m $8.6m 0.04% Reduced -57.8k -57,846
68 Paradiem, LLC 2.14% of their portfolio COVINGTON, LA 158,592158.6k $7.7m $7.7m 2.14% New
69 Rodgers Brothers Inc. 1.20% of their portfolio Harmony, PA 157,700157.7k $7.6m $7.6m 1.20% Reduced -1.0k -1,000
70 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 157,057157.1k $7.6m $7.6m 0.00% Added +56.2k +56,233
71 ALPS ADVISORS INC 0.06% of their portfolio Denver, CO 156,985157.0k $7.6m $7.6m 0.06% Added +16.6k +16,623
72 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 156,036156.0k $7.5m $7.5m 0.01% Added +1.0k +1,039
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 155,474155.5k $7.5m $7.5m 0.01% Reduced -13.9k -13,906
74 NISA INVESTMENT ADVISORS, LLC 0.05% of their portfolio ST. LOUIS, MO 155,054155.1k $7.5m $7.5m 0.05% Added +38.5k +38,476
75 CANADA LIFE ASSURANCE Co 0.02% of their portfolio WINNIPEG, A2 151,715151.7k $7.3m $7.3m 0.02% Reduced -2.9k -2,913
76 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 148,828148.8k $7.2m $7.2m 0.01% Added +136.0k +136,004
77 DekaBank Deutsche Girozentrale 0.01% of their portfolio FRANKFURT, 2M 139,492139.5k $6.7m $6.7m 0.01% Added +65.3k +65,278
78 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 134,823134.8k $6.5m $6.5m 0.00% Added +8.5k +8,526
79 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 132,869132.9k $6.4m $6.4m 0.01% Reduced -18.3k -18,288
80 Redwood Investment Management, LLC 0.55% of their portfolio SCOTTSDALE, AZ 125,101125.1k $6.1m $6.1m 0.55% Added +88.2k +88,246
81 TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio AUSTIN, TX 124,337124.3k $6.0m $6.0m 0.05% Reduced -5.0k -4,996
82 MACKENZIE FINANCIAL CORP 0.01% of their portfolio TORONTO ONTARIO, A6 122,800122.8k $5.9m $5.9m 0.01% Added +31.0k +30,959
83 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 116,868116.9k $5.7m $5.7m 0.00% Reduced -9.9k -9,925
84 CRAWFORD INVESTMENT COUNSEL INC 0.11% of their portfolio ATLANTA, GA 115,540115.5k $5.6m $5.6m 0.11% Added +3.5k +3,516
85 TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio AUSTIN, TX 105,363105.4k $5.1m $5.1m 0.03% Added +36.5k +36,517
86 AMALGAMATED BANK 0.04% of their portfolio NEW YORK, NY 104,909104.9k $5.1m $5.1m 0.04% Added +1.1k +1,105
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 104,827104.8k $5.1m $5.1m 0.00% Added +8.0k +8,007
88 MACQUARIE GROUP LTD 0.01% of their portfolio Sydney, NSW 2000, C3 104,370104.4k $5.0m $5.0m 0.01% Added +11.5k +11,469
89 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 101,437101.4k $4.9m $4.9m 0.00% Reduced -10.6k -10,616
90 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 99,64299.6k $4.8m $4.8m 0.01% Reduced -1.3k -1,340
91 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.06% of their portfolio Stamford, CT 97,27997.3k $4.7m $4.7m 0.06% Added +5.9k +5,946
92 Crossmark Global Holdings, Inc. 0.10% of their portfolio HOUSTON, TX 95,97896.0k $4.6m $4.6m 0.10% Added +25.1k +25,118
93 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 94,90594.9k $4.6m $4.6m 0.03% Reduced -130.7k -130,656
94 TECTONIC ADVISORS LLC 0.38% of their portfolio FRISCO, TX 94,17194.2k $4.6m $4.6m 0.38% Reduced -796 -796
95 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 93,53993.5k $4.5m $4.5m 0.00% Added +11.5k +11,492
96 Hennion & Walsh Asset Management, Inc. 0.26% of their portfolio Parsippany, NJ 92,63092.6k $4.5m $4.5m 0.26% Reduced -2.9k -2,874
97 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio New York, NY 89,13689.1k $4.3m $4.3m 0.05% Reduced -9.9k -9,949
98 PUTNAM INVESTMENTS LLC 0.01% of their portfolio BOSTON, MA 87,67587.7k $4.2m $4.2m 0.01% Reduced -48.6k -48,561
99 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 85,77085.8k $4.2m $4.2m 0.00% Added +4.0k +4,009
100 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 85,27985.3k $4.1m $4.1m 0.01% Unchanged