- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,672,529
- Total 13F shares
- 238,106,457
- Share change
- +1,766,483
- Total reported value
- $7,383,663,908
- Put/Call ratio
- 66%
- Price per share
- $31.01
- Number of holders
- 420
- Value change
- +$40,187,847
- Number of buys
- 203
- Number of sells
- 185
Quarterly Holders Quick Answers
What is CUSIP 093671105?
CUSIP 093671105 identifies HRB - H&R BLOCK INC - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 093671105:
Top shareholders of HRB - H&R BLOCK INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FMR LLC |
13F
|
Company |
19%
|
24,654,746
|
$826,427,000 | — | 30 Jun 2014 | |
| VANGUARD GROUP INC |
13F
|
Company |
16%
|
19,637,916
|
$658,264,000 | — | 30 Jun 2014 | |
| STATE STREET CORP |
13F
|
Company |
8.4%
|
10,699,218
|
$358,636,000 | — | 30 Jun 2014 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
7.8%
|
9,935,361
|
$333,033,294 | — | 30 Jun 2014 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
7.6%
|
9,685,749
|
$324,666,000 | — | 30 Jun 2014 | |
| Senator Investment Group LP |
13F
|
Company |
7%
|
8,925,000
|
$299,166,000 | — | 30 Jun 2014 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
6.2%
|
7,875,608
|
$263,990,000 | — | 30 Jun 2014 | |
| Bank of New York Mellon Corp |
13F
|
Company |
4.8%
|
6,064,889
|
$203,295,000 | — | 30 Jun 2014 | |
| VIKING GLOBAL INVESTORS LP |
13F
|
Company |
4.8%
|
6,133,995
|
$199,784,000 | — | 30 Jun 2014 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
4.5%
|
5,743,887
|
$192,535,000 | — | 30 Jun 2014 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
3.9%
|
4,913,100
|
$164,687,000 | — | 30 Jun 2014 | |
| MORGAN STANLEY |
13F
|
Company |
3.7%
|
4,681,835
|
$156,935,000 | — | 30 Jun 2014 | |
| Third Point LLC |
13F
|
Company |
3.4%
|
4,300,000
|
$144,136,000 | — | 30 Jun 2014 | |
| HOPLITE CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
2.9%
|
3,658,459
|
$122,632,000 | — | 30 Jun 2014 | |
| NORTHERN TRUST CORP |
13F
|
Company |
2.8%
|
3,602,028
|
$120,740,000 | — | 30 Jun 2014 | |
| Matrix Capital Management Company, LP |
13F
|
Company |
2.8%
|
3,600,000
|
$120,672,000 | — | 30 Jun 2014 | |
| ADVISORY RESEARCH INC |
13F
|
Company |
2.6%
|
3,342,524
|
$112,041,000 | — | 30 Jun 2014 | |
| BlackRock Fund Advisors |
13F
|
Company |
2.6%
|
3,334,382
|
$111,768,000 | — | 30 Jun 2014 | |
| ORANGE CAPITAL, LLC |
13F
|
Company |
2.3%
|
2,887,300
|
$96,782,000 | — | 30 Jun 2014 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
2.1%
|
2,709,386
|
$90,819,000 | — | 30 Jun 2014 | |
| Cannell & Co. |
13F
|
Company |
2.1%
|
2,653,425
|
$88,943,000 | — | 30 Jun 2014 | |
| CANTILLON CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.9%
|
2,390,709
|
$80,136,000 | — | 30 Jun 2014 | |
| NORTH RUN CAPITAL, LP |
13F
|
Company |
1.7%
|
2,175,000
|
$72,906,000 | — | 30 Jun 2014 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.7%
|
2,117,570
|
$70,981,000 | — | 30 Jun 2014 | |
| NORGES BANK |
13F
|
Company |
1.7%
|
2,092,682
|
$70,146,000 | — | 30 Jun 2014 | |
| BlackRock Group LTD |
13F
|
Company |
1.6%
|
2,085,987
|
$69,923,000 | — | 30 Jun 2014 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.6%
|
2,017,630
|
$67,246,000 | — | 30 Jun 2014 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.5%
|
1,960,183
|
$65,706,000 | — | 30 Jun 2014 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
1,941,417
|
$65,035,000 | — | 30 Jun 2014 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.4%
|
1,770,000
|
$59,330,000 | — | 30 Jun 2014 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
1.4%
|
1,740,778
|
$58,351,000 | — | 30 Jun 2014 | |
| Newbrook Capital Advisors LP |
13F
|
Company |
1.3%
|
1,701,686
|
$57,041,000 | — | 30 Jun 2014 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.3%
|
1,583,819
|
$53,089,000 | — | 30 Jun 2014 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.2%
|
1,536,761
|
$51,512,000 | — | 30 Jun 2014 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
1.2%
|
1,486,196
|
$49,816,000 | — | 30 Jun 2014 | |
| MARSHALL WACE, LLP |
13F
|
Company |
1.1%
|
1,400,000
|
$46,928,000 | — | 30 Jun 2014 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
1.1%
|
1,362,584
|
$45,674,000 | — | 30 Jun 2014 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.95%
|
1,200,000
|
$40,224,000 | — | 30 Jun 2014 | |
| Meru Capital Group, LP |
13F
|
Company |
0.94%
|
1,195,000
|
$40,056,000 | — | 30 Jun 2014 | |
| Legal & General Group Plc |
13F
|
Company |
0.93%
|
1,183,673
|
$39,677,000 | — | 30 Jun 2014 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.92%
|
1,160,451
|
$38,898,000 | — | 30 Jun 2014 | |
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
13F
|
Company |
0.88%
|
1,108,414
|
$37,154,000 | — | 30 Jun 2014 | |
| Antipodean Advisors LLC |
13F
|
Company |
0.87%
|
1,106,273
|
$37,082,000 | — | 30 Jun 2014 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
0.85%
|
1,081,290
|
$36,245,000 | — | 30 Jun 2014 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.85%
|
1,071,584
|
$35,919,000 | — | 30 Jun 2014 | |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT |
13F
|
Company |
0.83%
|
1,056,660
|
$35,419,000 | — | 30 Jun 2014 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.79%
|
1,004,200
|
$33,661,000 | — | 30 Jun 2014 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.75%
|
943,970
|
$31,641,000 | — | 30 Jun 2014 | |
| Palestra Capital Management LLC |
13F
|
Company |
0.74%
|
937,388
|
$31,421,000 | — | 30 Jun 2014 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.72%
|
917,248
|
$30,746,000 | — | 30 Jun 2014 |
Institutional Holders of H&R BLOCK INC - Common Stock (HRB) as of Q3 2014
As of 30 Sep 2014,
H&R BLOCK INC - Common Stock (HRB) was held by
420 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
238,106,457 shares.
The largest 10 holders included
FMR LLC, VANGUARD GROUP INC, State Street Corp, AMERICAN INTERNATIONAL GROUP INC, Artisan Partners Limited Partnership, CAISSE DE DEPOT ET PLACEMENT DU QUEBEC, BlackRock Institutional Trust Company, N.A., Bank of New York Mellon Corp, First Eagle Investment Management, LLC, and Senator Investment Group LP.
This page lists
420
institutional shareholders reporting positions in this security
for the Q3 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2014 vs Q2 2014 Across Filers
Q2 2014 holders
422
Q3 2014 holders
420
Holder diff
-2
| Investor | Q2 2014 Shares | Q3 2014 Shares | Share Diff | Share Chg % | Q2 2014 Value $ | Q3 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.