Vault-13

BLOCK H & R INC HRB

COM · Common Stock · CUSIP 093671105 · ISIN US0936711052

American tax preparation company

497 institutional holders +18 vs Q1 2024
126,759,860126.8m shares reported held*
90.8% of all shares outstanding*
$6.9bnreported value*
71 new 168 added 165 reduced 48 sold out net sold ≈ $211.2m (-3.9m 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 ($16.6m this quarter). Holder counts are more reliable. Shares outstanding: 139.6m as of 2024-07-31, 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 ≈ $54.23. Options: 13 managers hold calls ($35.1m notional), 16 hold puts ($50.7m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 460Q4 22: 453Q1 23: 424Q2 23: 398Q3 23: 413Q4 23: 468Q1 24: 479Q2 24: 497497Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022460
Q4 2022453
Q1 2023424
Q2 2023398
Q3 2023413
Q4 2023468
Q1 2024479
Q2 2024497

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 outQ2 23: 166 bought or addedQ2 23: 237 cut or sold outQ2 23Q3 23: 190 bought or addedQ3 23: 193 cut or sold outQ4 23: 207 bought or addedQ4 23: 203 cut or sold outQ4 23Q1 24: 211 bought or addedQ1 24: 229 cut or sold outQ2 24: 239 bought or addedQ2 24: 213 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022203219
Q1 2023191238
Q2 2023166237
Q3 2023190193
Q4 2023207203
Q1 2024211229
Q2 2024239213

Calls vs puts

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

CallsPuts
$0$20m$40m$60m$80mQ3 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 0.71Q2 24 calls: $35.1mQ2 24 puts: $50.7mQ2 24P/C 1.45
Numbers
QuarterCallsPutsP/C
Q3 2023$62.7m$52.1m0.83
Q4 2023$43.3m$45.0m1.04
Q1 2024$75.6m$53.6m0.71
Q2 2024$35.1m$50.7m1.45

Biggest buyers

Pacer Advisors, Inc. Added +939,270+939.3k
GOLDMAN SACHS GROUP INC Added +724,736+724.7k
AQR CAPITAL MANAGEMENT LLC Added +606,250+606.2k
Qube Research & Technologies Ltd Added +466,706+466.7k
VANGUARD GROUP INC Added +461,113+461.1k
FULLER & THALER ASSET MANAGEMENT, INC. Added +382,010+382.0k
Moran Wealth Management, LLC New +319,714+319.7k
PRICE T ROWE ASSOCIATES INC /MD/ Added +269,434+269.4k
Cambria Investment Management, L.P. New +226,890+226.9k
NORTHERN TRUST CORP Added +211,786+211.8k

Biggest sellers

LAZARD ASSET MANAGEMENT LLC Reduced -2,636,363-2.6m
MORGAN STANLEY Reduced -2,374,417-2.4m
Squarepoint Ops LLC Reduced -803,659-803.7k
STATE STREET CORP Reduced -790,622-790.6k
CITADEL ADVISORS LLC Reduced -700,768-700.8k
Man Group plc Reduced -381,336-381.3k
BlackRock Inc. Reduced -332,106-332.1k
Robeco Institutional Asset Management B.V. Reduced -304,549-304.5k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -256,604-256.6k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -211,638-211.6k

Biggest calls

CITADEL ADVISORS LLC Reduced $8.9m164.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $6.6m121.9k shares
JANE STREET GROUP, LLC Reduced $6.6m121.0k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $4.5m83.6k shares
Walleye Capital LLC Reduced $2.1m39.4k shares
SIMPLEX TRADING, LLC Reduced $1.8m32.5k shares
WOLVERINE TRADING, LLC Reduced $1.7m31.2k shares
IMC-Chicago, LLC Reduced $1.1m20.4k shares
Walleye Trading LLC Reduced $612.8k11.3k shares
GTS SECURITIES LLC Reduced $439.3k8.1k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $9.2m169.4k shares
Walleye Capital LLC Reduced $7.1m131.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $6.5m120.0k shares
CAPITAL FUND MANAGEMENT S.A. Reduced $6.4m118.8k shares
SIMPLEX TRADING, LLC Added $5.9m108.6k shares
IMC-Chicago, LLC Added $3.4m62.9k shares
PEAK6 Investments LLC Added $2.9m54.0k shares
D. E. Shaw & Co., Inc. Unchanged $2.3m41.5k shares
GTS SECURITIES LLC Added $1.8m33.3k shares
WOLVERINE TRADING, LLC Reduced $1.2m21.9k 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 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
404Q3 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 23Q1 24: 0 buyingQ1 24: 1 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.07% of their portfolio BOSTON, MA 20,929,02920.9m $1.1bn $1.1bn 0.07% Added +137.8k +137,805
2 BlackRock Inc. 0.02% of their portfolio New York, NY 16,299,06816.3m $883.9m $883.9m 0.02% Reduced -332.1k -332,106
3 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 14,702,82914.7m $797.3m $797.3m 0.02% Added +461.1k +461,113
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 4,706,0224.7m $256.8m $256.8m 0.01% Reduced -790.6k -790,622
5 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio SAN FRANCISCO, CA 4,681,4754.7m $253.9m $253.9m 0.05% Added +26.1k +26,073
6 FULLER & THALER ASSET MANAGEMENT, INC. 0.82% of their portfolio SAN MATEO, CA 3,538,1383.5m $191.9m $191.9m 0.82% Added +382.0k +382,010
7 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 3,367,2033.4m $182.6m $182.6m 0.03% Reduced -6.5k -6,509
8 Boston Partners 0.22% of their portfolio BOSTON, MA 3,253,7263.3m $176.4m $176.4m 0.22% Reduced -17.2k -17,193
9 Pacer Advisors, Inc. 0.34% of their portfolio Malvern, PA 2,738,1902.7m $148.5m $148.5m 0.34% Added +939.3k +939,270
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,675,0562.7m $145.4m $145.4m 0.01% Added +57.2k +57,205
11 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 2,484,4172.5m $134.7m $134.7m 0.04% Added +23.8k +23,792
12 LAZARD ASSET MANAGEMENT LLC 0.15% of their portfolio NEW YORK, NY 2,263,0762.3m $122.7m $122.7m 0.15% Reduced -2.6m -2,636,363
13 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,215,2432.2m $120.1m $120.1m 0.02% Added +211.8k +211,786
14 AQR CAPITAL MANAGEMENT LLC 0.18% of their portfolio Greenwich, CT 2,131,4512.1m $115.4m $115.4m 0.18% Added +606.2k +606,250
15 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,748,0951.7m $94.8m $94.8m 0.02% Reduced -14.3k -14,324
16 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,670,8011.7m $90.6m $90.6m 0.01% Reduced -44.3k -44,337
17 LSV ASSET MANAGEMENT 0.19% of their portfolio CHICAGO, IL 1,575,4911.6m $85.4m $85.4m 0.19% Reduced -40.9k -40,870
18 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.07% of their portfolio BOSTON, MA 1,550,2981.6m $84.1m $84.1m 0.07% Reduced -256.6k -256,604
19 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,501,6561.5m $81.4m $81.4m 0.02% Added +724.7k +724,736
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,458,1061.5m $79.1m $79.1m 0.00% Added +119.6k +119,594
21 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,324,8791.3m $71.8m $71.8m 0.02% Added +39.8k +39,848
22 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 1,209,6651.2m $65.6m $65.6m 0.01% Added +117.3k +117,339
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 997,883997.9k $54.1m $54.1m 0.00% Reduced -2.4m -2,374,417
24 NewEdge Wealth, LLC 1.12% of their portfolio STAMFORD, CT 957,589957.6k $51.9m $51.9m 1.12% Added +13.2k +13,245
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 869,773869.8k $47.2m $47.2m 0.00% Reduced -32.0k -32,031
26 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 849,661849.7k $46.1m $46.1m 0.01% Added +269.4k +269,434
27 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 838,688838.7k $45.5m $45.5m 0.01% Reduced -19.8k -19,806
28 CITADEL ADVISORS LLC 0.04% of their portfolio MIAMI, FL 806,269806.3k $43.7m $43.7m 0.04% Reduced -700.8k -700,768
29 Blue Whale Capital LLP 3.84% of their portfolio LONDON, X0 742,500742.5k $40.3m $40.3m 3.84% Added +92.5k +92,500
30 Clark Capital Management Group, Inc. 0.29% of their portfolio PHILADELPHIA, PA 736,138736.1k $39.9m $39.9m 0.29% Added +16.8k +16,767
31 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 715,223715.2k $38.8m $38.8m 0.04% Reduced -102.4k -102,398
32 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio JUPITER, FL 657,571657.6k $35.7m $35.7m 0.13% Reduced -211.6k -211,638
33 VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio San Antonio, TX 597,540597.5k $32.4m $32.4m 0.03% Reduced -61.0k -60,966
34 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 582,643582.6k $31.6m $31.6m 0.02% Reduced -12.1k -12,087
35 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 541,245541.2k $29.4m $29.4m 0.01% Added +209.6k +209,608
36 Qube Research & Technologies Ltd 0.05% of their portfolio LONDON, X0 470,352470.4k $25.5m $25.5m 0.05% Added +466.7k +466,706
37 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 464,934464.9k $25.2m $25.2m 0.01% Reduced -62.4k -62,441
38 D. E. Shaw & Co., Inc. 0.04% of their portfolio New York, NY 462,811462.8k $25.1m $25.1m 0.04% Reduced -158.4k -158,403
39 Prevatt Capital Ltd 7.86% of their portfolio NASSAU, C5 460,000460.0k $24.9m $24.9m 7.86% Unchanged
40 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 423,254423.3k $23.0m $23.0m 0.02% Reduced -25.5k -25,537
41 VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ATLANTA, GA 381,846381.8k $20.7m $20.7m 0.02% Added +124.8k +124,809
42 Retirement Systems of Alabama 0.07% of their portfolio MONTGOMERY, AL 355,837355.8k $19.3m $19.3m 0.07% Reduced -3.0k -2,989
43 STOREBRAND ASSET MANAGEMENT AS 0.06% of their portfolio LYSAKER, Q8 326,746326.7k $17.7m $17.7m 0.06% Added +3.5k +3,492
44 Moran Wealth Management, LLC 0.57% of their portfolio NAPLES, FL 319,714319.7k $17.3m $17.3m 0.57% New
45 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 310,567310.6k $16.8m $16.8m 0.02% Added +3.6k +3,553
46 SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio London, X0 288,011288.0k $15.6m $15.6m 0.02% Reduced -7.1k -7,090
47 Legal & General Group Plc 0.00% of their portfolio London, X0 285,402285.4k $15.5m $15.5m 0.00% Added +37.3k +37,317
48 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 276,358276.4k $15.0m $15.0m 0.01% Added +148.8k +148,790
49 Swiss National Bank 0.01% of their portfolio ZURICH, V8 274,500274.5k $14.9m $14.9m 0.01% Reduced -9.8k -9,800
50 UBS Group AG 0.00% of their portfolio ZURICH, V8 263,054263.1k $14.3m $14.3m 0.00% Added +21.8k +21,750
51 Skandinaviska Enskilda Banken AB (publ) 0.07% of their portfolio STOCKHOLM, V7 255,600255.6k $13.9m $13.9m 0.07% Added +800 +800
52 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 251,585251.6k $13.6m $13.6m 0.01% Reduced -5.2k -5,250
53 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 246,993247.0k $13.4m $13.4m 0.02% Added +91.2k +91,242
54 Robeco Institutional Asset Management B.V. 0.03% of their portfolio ROTTERDAM, P7 243,647243.6k $13.2m $13.2m 0.03% Reduced -304.5k -304,549
55 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 231,555231.6k $12.6m $12.6m 0.00% Added +46.5k +46,492
56 Cambria Investment Management, L.P. 0.75% of their portfolio Manhattan Beach, CA 226,890226.9k $12.3m $12.3m 0.75% New
57 Swedbank AB 0.02% of their portfolio STOCKHOLM, V7 215,968216.0k $11.7m $11.7m 0.02% Added +507 +507
58 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 212,921212.9k $11.5m $11.5m 0.00% Reduced -19.0k -18,965
59 Sound Income Strategies, LLC 0.71% of their portfolio FT LAUDERDALE, FL 208,233208.2k $11.3m $11.3m 0.71% Reduced -64.4k -64,362
60 ALPS ADVISORS INC 0.08% of their portfolio Denver, CO 202,416202.4k $11.0m $11.0m 0.08% Added +23.1k +23,112
61 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 192,969193.0k $10.5m $10.5m 0.00% Reduced -25.5k -25,532
62 FINANCIAL COUNSELORS INC 0.17% of their portfolio Overland Park, KS 191,727191.7k $10.4m $10.4m 0.17% Reduced -2.4k -2,443
63 IBEX WEALTH ADVISORS 1.60% of their portfolio BEDMINSTER, NJ 188,637188.6k $10.2m $10.2m 1.60% Reduced -46.5k -46,471
64 CANADA LIFE ASSURANCE Co 0.02% of their portfolio WINNIPEG, A2 186,692186.7k $10.1m $10.1m 0.02% Added +26.8k +26,845
65 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 183,913183.9k $10.0m $10.0m 0.02% Reduced -8.8k -8,850
66 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 177,328177.3k $9.6m $9.6m 0.02% Reduced -6.7k -6,674
67 Corebridge Financial, Inc. 0.05% of their portfolio HOUSTON, TX 176,811176.8k $9.6m $9.6m 0.05% First filing
68 TEACHER RETIREMENT SYSTEM OF TEXAS 0.05% of their portfolio AUSTIN, TX 175,087175.1k $9.5m $9.5m 0.05% Added +128.7k +128,676
69 ROYCE & ASSOCIATES LP 0.09% of their portfolio New York, NY 174,556174.6k $9.5m $9.5m 0.09% Reduced -16.1k -16,064
70 LOS ANGELES CAPITAL MANAGEMENT LLC 0.03% of their portfolio LOS ANGELES, CA 171,601171.6k $9.3m $9.3m 0.03% Added +2.6k +2,581
71 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 162,501162.5k $8.8m $8.8m 0.01% Added +12.2k +12,217
72 MACKENZIE FINANCIAL CORP 0.01% of their portfolio TORONTO ONTARIO, A6 161,355161.4k $8.8m $8.8m 0.01% Added +38.0k +38,017
73 Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio Boston, MA 159,867159.9k $8.7m $8.7m 0.03% Unchanged
74 Bridgewater Associates, LP 0.04% of their portfolio Westport, CT 157,686157.7k $8.6m $8.6m 0.04% Reduced -188.0k -188,021
75 DekaBank Deutsche Girozentrale 0.01% of their portfolio FRANKFURT, 2M 148,743148.7k $7.9m $7.9m 0.01% Reduced -6.1k -6,052
76 NISA INVESTMENT ADVISORS, LLC 0.05% of their portfolio ST. LOUIS, MO 147,280147.3k $8.0m $8.0m 0.05% Added +8.8k +8,791
77 Trexquant Investment LP 0.12% of their portfolio STAMFORD, CT 141,274141.3k $7.7m $7.7m 0.12% Added +51.2k +51,177
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 136,946136.9k $7.4m $7.4m 0.01% Reduced -8.0k -7,980
79 PRUDENTIAL PLC 0.05% of their portfolio LONDON, X0 136,917136.9k $7.4m $7.4m 0.05% Added +113.2k +113,233
80 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 128,129128.1k $6.9m $6.9m 0.00% Added +82.7k +82,661
81 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 127,600127.6k $6.9m $6.9m 0.01% Added +26.5k +26,500
82 HRT FINANCIAL LP 0.04% of their portfolio NEW YORK, NY 127,437127.4k $6.9m $6.9m 0.04% New
83 Rodgers Brothers Inc. 0.86% of their portfolio Harmony, PA 117,350117.3k $6.4m $6.4m 0.86% Reduced -37.2k -37,250
84 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 117,065117.1k $6.3m $6.3m 0.01% Reduced -2.1k -2,054
85 Crossmark Global Holdings, Inc. 0.12% of their portfolio HOUSTON, TX 116,529116.5k $6.3m $6.3m 0.12% Added +5.1k +5,069
86 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 116,392116.4k $6.3m $6.3m 0.01% Added +21.4k +21,355
87 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 114,879114.9k $6.2m $6.2m 0.01% Reduced -2.0k -1,966
88 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 111,822111.8k $6.1m $6.1m 0.00% Added +6.1k +6,083
89 Redwood Investment Management, LLC 0.52% of their portfolio SCOTTSDALE, AZ 110,658110.7k $6.0m $6.0m 0.52% Reduced -31.5k -31,457
90 TECTONIC ADVISORS LLC 0.40% of their portfolio FRISCO, TX 100,949100.9k $5.5m $5.5m 0.40% Added +3.9k +3,852
91 South Dakota Investment Council 0.11% of their portfolio SIOUX FALLS, SD 100,778100.8k $5.5m $5.5m 0.11% Reduced -114.2k -114,224
92 CRAWFORD INVESTMENT COUNSEL INC 0.10% of their portfolio ATLANTA, GA 100,777100.8k $5.5m $5.5m 0.10% Reduced -8.6k -8,552
93 Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio TOKYO, M0 100,471100.5k $5.4m $5.4m 0.01% Added +32.4k +32,378
94 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 98,51398.5k $5.3m $5.3m 0.01% Added +84.9k +84,880
95 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 97,96198.0k $5.3m $5.3m 0.02% Added +1.2k +1,232
96 Treasurer of the State of North Carolina 0.02% of their portfolio RALEIGH, NC 94,47894.5k $5.1m $5.1m 0.02% Added +26.3k +26,304
97 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 92,34392.3k $5.0m $5.0m 0.01% New
98 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 91,68691.7k $5.0m $5.0m 0.00% Added +5.6k +5,619
99 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 89,72989.7k $4.9m $4.9m 0.01% Reduced -6.6k -6,648
100 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.05% of their portfolio Stamford, CT 89,42389.4k $4.8m $4.8m 0.05% Reduced -8.1k -8,099