Vault-13

BLOCK H & R INC HRB

COM · Common Stock · CUSIP 093671105 · ISIN US0936711052

American tax preparation company

479 institutional holders +11 vs Q4 2023
130,760,623130.8m shares reported held*
93.7% of all shares outstanding*
$6.4bnreported value*
61 new 150 added 181 reduced 48 sold out net bought ≈ $151.3m (+3.2m 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 ($14.3m this quarter). Holder counts are more reliable. Shares outstanding: 139.5m as of 2024-04-30, 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 ≈ $49.07. Options: 19 managers hold calls ($75.6m notional), 19 hold puts ($53.6m).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 460Q4 22: 453Q1 23: 424Q2 23: 398Q3 23: 413Q4 23: 468Q1 24: 479479Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022460
Q4 2022453
Q1 2023424
Q2 2023398
Q3 2023413
Q4 2023468
Q1 2024479

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 23Q1 24: 211 bought or addedQ1 24: 229 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022203219
Q1 2023191238
Q2 2023166237
Q3 2023190193
Q4 2023207203
Q1 2024211229

Calls vs puts

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

CallsPuts
$0$20m$40m$60m$80mQ2 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 1.04Q1 24 calls: $75.6mQ1 24 puts: $53.6mQ1 24P/C 0.71
Numbers
QuarterCallsPutsP/C
Q2 2023$27.7m$36.0m1.30
Q3 2023$62.7m$52.1m0.83
Q4 2023$43.3m$45.0m1.04
Q1 2024$75.6m$53.6m0.71

Biggest buyers

MORGAN STANLEY Added +1,285,500+1.3m
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +878,805+878.8k
Squarepoint Ops LLC Added +813,882+813.9k
Boston Partners Added +758,827+758.8k
CITADEL ADVISORS LLC Added +729,371+729.4k
FULLER & THALER ASSET MANAGEMENT, INC. Added +536,040+536.0k
Invesco Ltd. Added +534,316+534.3k
PRICE T ROWE ASSOCIATES INC /MD/ Added +494,457+494.5k
BANK OF AMERICA CORP /DE/ Added +426,356+426.4k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Added +421,190+421.2k

Biggest sellers

BlackRock Inc. Reduced -1,251,730-1.3m
HighTower Advisors, LLC Reduced -941,164-941.2k
FMR LLC Reduced -797,619-797.6k
AQR CAPITAL MANAGEMENT LLC Reduced -774,109-774.1k
D. E. Shaw & Co., Inc. Reduced -417,400-417.4k
VANGUARD GROUP INC Reduced -399,745-399.7k
GOLDMAN SACHS GROUP INC Reduced -317,871-317.9k
GLENMEDE TRUST CO NA Reduced -243,988-244.0k
NORTHERN TRUST CORP Reduced -215,181-215.2k
AMERICAN CENTURY COMPANIES INC Reduced -190,443-190.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $18.5m376.8k shares
CITADEL ADVISORS LLC Added $14.8m301.0k shares
JANE STREET GROUP, LLC Added $7.3m147.9k shares
CAPITAL FUND MANAGEMENT S.A. Added $6.8m138.8k shares
GROUP ONE TRADING LLC Added $4.7m95.4k shares
PEAK6 Investments LLC Reduced $3.4m69.1k shares
WOLVERINE TRADING, LLC Added $3.1m63.0k shares
Walleye Capital LLC Added $3.0m61.9k shares
SIMPLEX TRADING, LLC Added $2.7m55.3k shares
Walleye Trading LLC Added $2.3m46.7k shares

Biggest puts

CITADEL ADVISORS LLC Added $10.8m220.0k shares
CAPITAL FUND MANAGEMENT S.A. Added $8.9m180.5k shares
Walleye Capital LLC Added $7.4m151.6k shares
SIMPLEX TRADING, LLC Added $4.5m91.9k shares
Walleye Trading LLC Added $3.8m77.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.7m75.2k shares
D. E. Shaw & Co., Inc. Reduced $2.0m41.5k shares
IMC-Chicago, LLC Added $2.0m40.7k shares
MILLENNIUM MANAGEMENT LLC New $2.0m40.2k shares
Caption Management, LLC New $1.7m35.3k 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 Q1 2024

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
404Q2 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 23Q4 23: 0 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 1 sellingQ1 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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—
Q1 20240—1$4.9m$4.9m
DateInsiderTradeSharesPrice ValueTheir holding
2024-02-23 Jones Jeffrey J II President & CEO, director Sold plan 85,921 $49.21 $4.2m85.9k shares -10%
2024-02-15 Jones Jeffrey J II President & CEO, director Sold plan 14,938 $48.02 $717.3k14.9k shares -2%

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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.07% of their portfolio BOSTON, MA 20,791,22420.8m $1.0bn $1.0bn 0.07% Reduced -797.6k -797,619
2 BlackRock Inc. 0.02% of their portfolio New York, NY 16,631,17416.6m $816.8m $816.8m 0.02% Reduced -1.3m -1,251,730
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 14,241,71614.2m $699.4m $699.4m 0.01% Reduced -399.7k -399,745
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 5,496,6445.5m $271.6m $271.6m 0.01% Added +28.4k +28,432
5 LAZARD ASSET MANAGEMENT LLC 0.29% of their portfolio NEW YORK, NY 4,899,4394.9m $240.6m $240.6m 0.29% Added +161.6k +161,604
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio SAN FRANCISCO, CA 4,655,4024.7m $228.6m $228.6m 0.05% Added +878.8k +878,805
7 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 3,373,7123.4m $165.7m $165.7m 0.03% Added +173.6k +173,593
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,372,3003.4m $165.6m $165.6m 0.00% Added +1.3m +1,285,500
9 Boston Partners 0.19% of their portfolio BOSTON, MA 3,270,9193.3m $160.6m $160.6m 0.19% Added +758.8k +758,827
10 FULLER & THALER ASSET MANAGEMENT, INC. 0.68% of their portfolio SAN MATEO, CA 3,156,1283.2m $155.0m $155.0m 0.68% Added +536.0k +536,040
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,617,8512.6m $128.8m $128.8m 0.01% Added +281.9k +281,853
12 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 2,460,6252.5m $120.8m $120.8m 0.03% Reduced -9.1k -9,073
13 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,003,4572.0m $98.4m $98.4m 0.02% Reduced -215.2k -215,181
14 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio BOSTON, MA 1,806,9021.8m $88.7m $88.7m 0.08% Added +38.2k +38,220
15 Pacer Advisors, Inc. 0.20% of their portfolio Malvern, PA 1,798,9201.8m $88.3m $88.3m 0.20% Added +224.8k +224,758
16 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,762,4191.8m $86.6m $86.6m 0.02% Reduced -124.7k -124,714
17 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,715,1381.7m $84.2m $84.2m 0.01% Added +7.4k +7,360
18 LSV ASSET MANAGEMENT 0.16% of their portfolio CHICAGO, IL 1,616,3611.6m $79.4m $79.4m 0.16% Reduced -64.3k -64,339
19 AQR CAPITAL MANAGEMENT LLC 0.13% of their portfolio Greenwich, CT 1,525,2011.5m $74.7m $74.7m 0.13% Reduced -774.1k -774,109
20 CITADEL ADVISORS LLC 0.07% of their portfolio MIAMI, FL 1,507,0371.5m $74.0m $74.0m 0.07% Added +729.4k +729,371
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,338,5121.3m $65.7m $65.7m 0.00% Added +118.9k +118,948
22 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,285,0311.3m $63.1m $63.1m 0.02% Added +305.0k +305,014
23 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,092,3261.1m $53.6m $53.6m 0.01% Added +534.3k +534,316
24 NewEdge Wealth, LLC 1.02% of their portfolio STAMFORD, CT 944,344944.3k $45.4m $45.4m 1.02% Reduced -189.7k -189,650
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 901,804901.8k $44.3m $44.3m 0.00% Added +426.4k +426,356
26 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.16% of their portfolio JUPITER, FL 869,209869.2k $42.7m $42.7m 0.16% Added +421.2k +421,190
27 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 858,494858.5k $42.2m $42.2m 0.01% Added +10.4k +10,402
28 Squarepoint Ops LLC 0.17% of their portfolio NEW YORK, NY 837,209837.2k $41.1m $41.1m 0.17% Added +813.9k +813,882
29 BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio PARIS, I0 817,621817.6k $40.2m $40.2m 0.05% Added +35.3k +35,333
30 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 776,920776.9k $38.2m $38.2m 0.01% Reduced -317.9k -317,871
31 Clark Capital Management Group, Inc. 0.26% of their portfolio PHILADELPHIA, PA 719,371719.4k $35.3m $35.3m 0.26% Added +275.7k +275,686
32 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 658,506658.5k $32.3m $32.3m 0.03% Added +278.6k +278,587
33 Blue Whale Capital LLP 3.37% of their portfolio LONDON, X0 650,000650.0k $31.9m $31.9m 3.37% Added +245.0k +245,000
34 D. E. Shaw & Co., Inc. 0.04% of their portfolio New York, NY 621,214621.2k $30.5m $30.5m 0.04% Reduced -417.4k -417,400
35 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 594,730594.7k $29.2m $29.2m 0.02% Added +43.6k +43,574
36 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 580,227580.2k $28.5m $28.5m 0.00% Added +494.5k +494,457
37 Robeco Institutional Asset Management B.V. 0.06% of their portfolio ROTTERDAM, P7 548,196548.2k $26.9m $26.9m 0.06% Added +71.9k +71,911
38 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 527,375527.4k $25.9m $25.9m 0.02% Reduced -5.1k -5,141
39 Prevatt Capital Ltd 7.65% of their portfolio NASSAU, C5 460,000460.0k $22.6m $22.6m 7.65% Added +100.0k +100,000
40 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 448,791448.8k $22.0m $22.0m 0.02% Reduced -31.3k -31,301
41 Man Group plc 0.05% of their portfolio LONDON, X0 386,243386.2k $19.0m $19.0m 0.05% Reduced -178.7k -178,650
42 Retirement Systems of Alabama 0.07% of their portfolio MONTGOMERY, AL 358,826358.8k $17.6m $17.6m 0.07% Reduced -5.1k -5,063
43 Bridgewater Associates, LP 0.09% of their portfolio Westport, CT 345,707345.7k $17.0m $17.0m 0.09% Reduced -35.3k -35,323
44 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 331,637331.6k $16.3m $16.3m 0.01% Reduced -11.5k -11,473
45 STOREBRAND ASSET MANAGEMENT AS 0.05% of their portfolio LYSAKER, Q8 323,254323.3k $15.9m $15.9m 0.05% Reduced -30.0k -30,000
46 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 307,014307.0k $15.1m $15.1m 0.02% Added +101.7k +101,742
47 SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio London, X0 295,101295.1k $14.5m $14.5m 0.02% Reduced -25.9k -25,857
48 Swiss National Bank 0.01% of their portfolio ZURICH, V8 284,300284.3k $14.0m $14.0m 0.01% Reduced -3.8k -3,800
49 Sound Income Strategies, LLC 1.00% of their portfolio FT LAUDERDALE, FL 272,595272.6k $13.4m $13.4m 1.00% Reduced -15.6k -15,553
50 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 257,037257.0k $12.6m $12.6m 0.01% Reduced -10.6k -10,590
51 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 256,835256.8k $12.6m $12.6m 0.01% Reduced -82.4k -82,419
52 Skandinaviska Enskilda Banken AB (publ) 0.06% of their portfolio STOCKHOLM, V7 254,800254.8k $12.5m $12.5m 0.06% Added +188.6k +188,600
53 Legal & General Group Plc 0.00% of their portfolio London, X0 248,085248.1k $12.2m $12.2m 0.00% Reduced -4.5k -4,529
54 UBS Group AG 0.00% of their portfolio ZURICH, V8 241,304241.3k $11.9m $11.9m 0.00% Added +21.0k +21,011
55 IBEX WEALTH ADVISORS 2.33% of their portfolio BEDMINSTER, NJ 235,108235.1k $8.6m $8.6m 2.33% Added +234.9k +234,891
56 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 231,886231.9k $11.4m $11.4m 0.00% Reduced -10.8k -10,782
57 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 225,861225.9k $11.1m $11.1m 0.01% Added +59 +59
58 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 218,501218.5k $10.7m $10.7m 0.00% Added +33.3k +33,275
59 Swedbank AB 0.01% of their portfolio STOCKHOLM, V7 215,461215.5k $10.6m $10.6m 0.01% Reduced -507 -507
60 South Dakota Investment Council 0.22% of their portfolio SIOUX FALLS, SD 215,002215.0k $10.6m $10.6m 0.22% Reduced -35.4k -35,400
61 FINANCIAL COUNSELORS INC 0.16% of their portfolio Overland Park, KS 194,170194.2k $9.5m $9.5m 0.16% Reduced -2.0k -2,013
62 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 192,763192.8k $6.8m $6.8m 0.02% Added +8.1k +8,050
63 ROYCE & ASSOCIATES LP 0.08% of their portfolio New York, NY 190,620190.6k $9.4m $9.4m 0.08% Reduced -168.5k -168,500
64 AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio New York, NY 185,503185.5k $9.1m $9.1m 0.03% Reduced -9.8k -9,751
65 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 185,063185.1k $9.1m $9.1m 0.00% Reduced -10.5k -10,455
66 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 184,002184.0k $9.0m $9.0m 0.02% Reduced -13.7k -13,663
67 ALPS ADVISORS INC 0.06% of their portfolio Denver, CO 179,304179.3k $8.8m $8.8m 0.06% Added +22.3k +22,319
68 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 178,287178.3k $8.8m $8.8m 0.00% Added +21.2k +21,230
69 LOS ANGELES CAPITAL MANAGEMENT LLC 0.03% of their portfolio LOS ANGELES, CA 169,020169.0k $8.3m $8.3m 0.03% Reduced -178.1k -178,127
70 Paradiem, LLC 1.99% of their portfolio COVINGTON, LA 163,878163.9k $8.0m $8.0m 1.99% Added +5.3k +5,286
71 Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio Boston, MA 159,867159.9k $7.9m $7.9m 0.03% Reduced -18.7k -18,658
72 CANADA LIFE ASSURANCE Co 0.02% of their portfolio WINNIPEG, A2 159,847159.8k $7.9m $7.9m 0.02% Added +8.1k +8,132
73 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 155,751155.8k $7.6m $7.6m 0.01% Reduced -285 -285
74 DekaBank Deutsche Girozentrale 0.01% of their portfolio FRANKFURT, 2M 154,795154.8k $7.4m $7.4m 0.01% Added +15.3k +15,303
75 Rodgers Brothers Inc. 1.04% of their portfolio Harmony, PA 154,600154.6k $7.6m $7.6m 1.04% Reduced -3.1k -3,100
76 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 150,284150.3k $7.4m $7.4m 0.01% Added +15.5k +15,461
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 144,926144.9k $7.1m $7.1m 0.01% Reduced -10.5k -10,548
78 Redwood Investment Management, LLC 0.67% of their portfolio SCOTTSDALE, AZ 142,115142.1k $7.0m $7.0m 0.67% Added +17.0k +17,014
79 NISA INVESTMENT ADVISORS, LLC 0.04% of their portfolio ST. LOUIS, MO 138,489138.5k $6.8m $6.8m 0.04% Reduced -16.6k -16,565
80 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 127,568127.6k $6.3m $6.3m 0.00% Reduced -190.4k -190,443
81 MACKENZIE FINANCIAL CORP 0.01% of their portfolio TORONTO ONTARIO, A6 123,338123.3k $6.1m $6.1m 0.01% Added +538 +538
82 TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio AUSTIN, TX 122,107122.1k $6.0m $6.0m 0.05% Reduced -2.2k -2,230
83 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 119,119119.1k $5.8m $5.8m 0.01% Added +2.3k +2,251
84 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 116,845116.8k $5.7m $5.7m 0.01% Reduced -16.0k -16,024
85 Crossmark Global Holdings, Inc. 0.10% of their portfolio HOUSTON, TX 111,460111.5k $5.5m $5.5m 0.10% Added +15.5k +15,482
86 CRAWFORD INVESTMENT COUNSEL INC 0.10% of their portfolio ATLANTA, GA 109,329109.3k $5.4m $5.4m 0.10% Reduced -6.2k -6,211
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 105,739105.7k $5.2m $5.2m 0.00% Added +912 +912
88 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 101,100101.1k $5.0m $5.0m 0.01% Added +29.1k +29,100
89 AMALGAMATED BANK 0.04% of their portfolio NEW YORK, NY 99,46299.5k $4.9m $4.9m 0.04% Reduced -5.4k -5,447
90 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.05% of their portfolio Stamford, CT 97,52297.5k $4.8m $4.8m 0.05% Added +243 +243
91 TECTONIC ADVISORS LLC 0.36% of their portfolio FRISCO, TX 97,09797.1k $4.8m $4.8m 0.36% Added +2.9k +2,926
92 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 96,72996.7k $4.8m $4.8m 0.01% New
93 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 96,37796.4k $4.7m $4.7m 0.01% Added +63.9k +63,876
94 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 95,03795.0k $4.7m $4.7m 0.01% Reduced -4.6k -4,605
95 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 94,27094.3k $4.6m $4.6m 0.00% Added +18.6k +18,556
96 Trexquant Investment LP 0.09% of their portfolio STAMFORD, CT 90,09790.1k $4.4m $4.4m 0.09% New
97 Hennion & Walsh Asset Management, Inc. 0.23% of their portfolio Parsippany, NJ 88,02388.0k $4.3m $4.3m 0.23% Reduced -4.6k -4,607
98 GLENMEDE TRUST CO NA 0.02% of their portfolio PHILADELPHIA, PA 86,67686.7k $4.3m $4.3m 0.02% Reduced -244.0k -243,988
99 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 86,06786.1k $4.2m $4.2m 0.00% Added +28.5k +28,538
100 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio New York, NY 83,13583.1k $4.1m $4.1m 0.04% Reduced -6.0k -6,001