- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,672,529
- Total 13F shares
- 242,492,460
- Share change
- +3,039,605
- Total reported value
- $8,167,271,516
- Put/Call ratio
- 60%
- Price per share
- $33.68
- Number of holders
- 435
- Value change
- +$141,763,724
- Number of buys
- 192
- Number of sells
- 194
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.
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- Latest 13F filings for newly reported positions across managers.
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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 |
20%
|
24,730,360
|
$766,888,000 | — | 30 Sep 2014 | |
| VANGUARD GROUP INC |
13F
|
Company |
17%
|
21,837,780
|
$677,189,000 | — | 30 Sep 2014 | |
| STATE STREET CORP |
13F
|
Company |
9.1%
|
11,519,926
|
$357,236,000 | — | 30 Sep 2014 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
7.7%
|
9,792,365
|
$303,661,233 | — | 30 Sep 2014 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
7.4%
|
9,353,318
|
$290,046,000 | — | 30 Sep 2014 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Individual |
5.8%
|
7,396,100
|
$229,353,000 | — | 30 Sep 2014 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
5.8%
|
7,307,305
|
$226,600,000 | — | 30 Sep 2014 | |
| Bank of New York Mellon Corp |
13F
|
Company |
4.8%
|
6,051,517
|
$187,657,000 | — | 30 Sep 2014 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
4.6%
|
5,852,771
|
$181,494,000 | — | 30 Sep 2014 | |
| Senator Investment Group LP |
13F
|
Company |
4.5%
|
5,750,000
|
$178,307,000 | — | 30 Sep 2014 | |
| Third Point LLC |
13F
|
Company |
3.5%
|
4,448,000
|
$137,932,000 | — | 30 Sep 2014 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
3.2%
|
4,028,127
|
$124,912,000 | — | 30 Sep 2014 | |
| HOPLITE CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
2.9%
|
3,658,459
|
$113,449,000 | — | 30 Sep 2014 | |
| Matrix Capital Management Company, LP |
13F
|
Company |
2.8%
|
3,600,000
|
$111,636,000 | — | 30 Sep 2014 | |
| NORTHERN TRUST CORP |
13F
|
Company |
2.8%
|
3,598,872
|
$111,601,000 | — | 30 Sep 2014 | |
| BlackRock Fund Advisors |
13F
|
Company |
2.7%
|
3,374,992
|
$104,659,000 | — | 30 Sep 2014 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
2.6%
|
3,311,916
|
$102,704,000 | — | 30 Sep 2014 | |
| ADVISORY RESEARCH INC |
13F
|
Company |
2.6%
|
3,252,668
|
$100,865,000 | — | 30 Sep 2014 | |
| VIKING GLOBAL INVESTORS LP |
13F
|
Company |
2.5%
|
3,124,772
|
$96,899,000 | — | 30 Sep 2014 | |
| ORANGE CAPITAL, LLC |
13F
|
Company |
2.4%
|
3,090,857
|
$95,847,000 | — | 30 Sep 2014 | |
| Cannell & Co. |
13F
|
Company |
2.1%
|
2,621,115
|
$81,299,000 | — | 30 Sep 2014 | |
| MORGAN STANLEY |
13F
|
Company |
2%
|
2,577,667
|
$79,934,000 | — | 30 Sep 2014 | |
| CANTILLON CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.9%
|
2,360,709
|
$73,206,000 | — | 30 Sep 2014 | |
| NORGES BANK |
13F
|
Company |
1.8%
|
2,269,547
|
$70,379,000 | — | 30 Sep 2014 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.7%
|
2,207,923
|
$68,467,000 | — | 30 Sep 2014 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.7%
|
2,090,713
|
$64,833,000 | — | 30 Sep 2014 | |
| BlackRock Group LTD |
13F
|
Company |
1.6%
|
2,073,677
|
$64,305,000 | — | 30 Sep 2014 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.6%
|
2,054,500
|
$63,710,000 | — | 30 Sep 2014 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
2,011,084
|
$62,284,000 | — | 30 Sep 2014 | |
| NORTH RUN CAPITAL, LP |
13F
|
Company |
1.4%
|
1,782,528
|
$55,276,000 | — | 30 Sep 2014 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
1.4%
|
1,775,086
|
$55,043,000 | — | 30 Sep 2014 | |
| Westchester Capital Management, LLC |
13F
|
Company |
1.4%
|
1,727,700
|
$53,576,000 | — | 30 Sep 2014 | |
| Newbrook Capital Advisors LP |
13F
|
Company |
1.4%
|
1,724,905
|
$53,489,000 | — | 30 Sep 2014 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.3%
|
1,618,551
|
$50,191,000 | — | 30 Sep 2014 | |
| Antipodean Advisors LLC |
13F
|
Company |
1.1%
|
1,392,273
|
$43,174,000 | — | 30 Sep 2014 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
1.1%
|
1,383,654
|
$42,907,000 | — | 30 Sep 2014 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
1,353,448
|
$41,971,000 | — | 30 Sep 2014 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.1%
|
1,337,867
|
$41,486,000 | — | 30 Sep 2014 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1%
|
1,290,407
|
$40,015,000 | — | 30 Sep 2014 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.94%
|
1,185,038
|
$36,748,000 | — | 30 Sep 2014 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.92%
|
1,166,660
|
$36,178,000 | — | 30 Sep 2014 | |
| Legal & General Group Plc |
13F
|
Company |
0.91%
|
1,156,881
|
$35,876,000 | — | 30 Sep 2014 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.89%
|
1,122,884
|
$34,821,000 | — | 30 Sep 2014 | |
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
13F
|
Company |
0.85%
|
1,073,814
|
$33,299,000 | — | 30 Sep 2014 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.79%
|
995,429
|
$30,868,000 | — | 30 Sep 2014 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.75%
|
945,809
|
$29,330,000 | — | 30 Sep 2014 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.74%
|
935,096
|
$28,998,000 | — | 30 Sep 2014 | |
| FIL Ltd |
13F
|
Company |
0.72%
|
914,918
|
$28,372,000 | — | 30 Sep 2014 | |
| Smead Capital Management, Inc. |
13F
|
Company |
0.71%
|
902,097
|
$27,974,000 | — | 30 Sep 2014 | |
| Sandell Asset Management Corp. |
13F
|
Company |
0.7%
|
883,233
|
$27,389,000 | — | 30 Sep 2014 |
Institutional Holders of H&R BLOCK INC - Common Stock (HRB) as of Q4 2014
As of 31 Dec 2014,
H&R BLOCK INC - Common Stock (HRB) was held by
435 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
242,492,460 shares.
The largest 10 holders included
FMR LLC, VANGUARD GROUP INC, State Street Corp, CAISSE DE DEPOT ET PLACEMENT DU QUEBEC, AMERICAN INTERNATIONAL GROUP INC, Artisan Partners Limited Partnership, Bank of New York Mellon Corp, BlackRock Institutional Trust Company, N.A., First Eagle Investment Management, LLC, and Boston Partners.
This page lists
435
institutional shareholders reporting positions in this security
for the Q4 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2014 vs Q3 2014 Across Filers
Q3 2014 holders
420
Q4 2014 holders
435
Holder diff
15
| Investor | Q3 2014 Shares | Q4 2014 Shares | Share Diff | Share Chg % | Q3 2014 Value $ | Q4 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.