Security key
093671105
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,917,644
- Total 13F shares
- 137,625,590
- Share change
- -1,975,239
- Total reported value
- $5,856,599,430
- Put/Call ratio
- 58%
- Price per share
- $42.54
- Number of holders
- 446
- Value change
- -$61,204,327
- Number of buys
- 193
- Number of sells
- 221
Report period
Q3 2022
Institutions
446
Top holders
10
HRB full security history
Newer quarter: Q4 2022
Previous quarter: Q2 2022
H&R BLOCK INC SEC filings
H&R BLOCK INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 093671105
Recent filing periods:
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. Start with the largest verified stakes, then open the linked filing trail.
13F
Large-stake signal
No latest 13D/G holder appears in this grouped view.
Evidence coverage
50 holder rows
Latest evidence as of 30 Jun 2022.
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
15%
|
$692,569,000
19,608,420 shares
|
— | 30 Jun 2022 |
| BlackRock Finance, Inc. |
13F
Company
|
15%
|
$674,765,000
19,104,362 shares
|
— | 30 Jun 2022 |
| FMR LLC |
13F
Company
|
10%
|
$451,436,000
12,781,331 shares
|
— | 30 Jun 2022 |
| JUPITER ASSET MANAGEMENT LTD |
13F
Company
|
7.2%
|
$324,858,000
9,197,552 shares
|
— | 30 Jun 2022 |
| STATE STREET CORP |
13F
Company
|
6%
|
$272,531,000
7,659,938 shares
|
— | 30 Jun 2022 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
3.5%
|
$158,267,000
4,480,921 shares
|
— | 30 Jun 2022 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
Company
|
2.3%
|
$104,349,000
2,954,367 shares
|
— | 30 Jun 2022 |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
Company
|
2.2%
|
$100,758,000
2,852,728 shares
|
— | 30 Jun 2022 |
| Bank of New York Mellon Corp |
13F
Company
|
2.1%
|
$94,250,000
2,668,458 shares
|
— | 30 Jun 2022 |
| LAZARD ASSET MANAGEMENT LLC |
13F
Company
|
1.9%
|
$82,971,000
2,349,161 shares
|
— | 30 Jun 2022 |
| NORTHERN TRUST CORP |
13F
Company
|
1.8%
|
$81,287,000
2,301,459 shares
|
— | 30 Jun 2022 |
| LSV ASSET MANAGEMENT |
13F
Company
|
1.7%
|
$75,465,000
2,136,615 shares
|
— | 30 Jun 2022 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
1.6%
|
$71,609,000
2,027,446 shares
|
— | 30 Jun 2022 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
1.6%
|
$70,668,000
2,000,988 shares
|
— | 30 Jun 2022 |
| Artisan Partners Limited Partnership |
13F
Company
|
1.5%
|
$69,451,000
1,966,343 shares
|
— | 30 Jun 2022 |
| MORGAN STANLEY |
13F
Company
|
1.4%
|
$64,636,000
1,830,029 shares
|
— | 30 Jun 2022 |
| NORGES BANK |
13F
Company
|
1.2%
|
$51,656,065
1,462,516 shares
|
— | 30 Jun 2022 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
1.1%
|
$50,982,000
1,443,416 shares
|
— | 30 Jun 2022 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
1.1%
|
$47,428,000
1,342,800 shares
|
— | 30 Jun 2022 |
| ROYCE & ASSOCIATES LP |
13F
Company
|
1.1%
|
$47,105,000
1,333,656 shares
|
— | 30 Jun 2022 |
| HighTower Advisors, LLC |
13F
Company
|
0.92%
|
$41,128,000
1,164,681 shares
|
— | 30 Jun 2022 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN |
13F
Company
|
0.88%
|
$39,590,000
1,120,894 shares
|
— | 30 Jun 2022 |
| Invesco Ltd. |
13F
Company
|
0.85%
|
$38,080,000
1,078,134 shares
|
— | 30 Jun 2022 |
| AQR CAPITAL MANAGEMENT LLC |
13F
Company
|
0.82%
|
$36,298,000
1,043,634 shares
|
— | 30 Jun 2022 |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
Company
|
0.73%
|
$32,546,000
921,474 shares
|
— | 30 Jun 2022 |
| PRINCIPAL FINANCIAL GROUP INC |
13F
Company
|
0.63%
|
$28,298,000
801,181 shares
|
— | 30 Jun 2022 |
| VICTORY CAPITAL MANAGEMENT INC |
13F
Company
|
0.58%
|
$26,023,000
736,774 shares
|
— | 30 Jun 2022 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
Company
|
0.57%
|
$25,605,000
724,946 shares
|
— | 30 Jun 2022 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.55%
|
$24,682,000
698,824 shares
|
— | 30 Jun 2022 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
0.52%
|
$23,415,000
662,931 shares
|
— | 30 Jun 2022 |
| FULTON BREAKEFIELD BROENNIMAN LLC |
13F
Company
|
0.5%
|
$22,509,000
637,288 shares
|
— | 30 Jun 2022 |
| Boston Partners |
13F
Company
|
0.48%
|
$22,056,000
615,179 shares
|
— | 30 Jun 2022 |
| NewEdge Wealth, LLC |
13F
Company
|
0.48%
|
$21,558,000
610,349 shares
|
— | 30 Jun 2022 |
| Nuveen Asset Management, LLC |
13F
Company
|
0.48%
|
$21,382,000
605,394 shares
|
— | 30 Jun 2022 |
| JPMORGAN CHASE & CO |
13F
Company
|
0.47%
|
$21,187,000
599,881 shares
|
— | 30 Jun 2022 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
0.46%
|
$20,426,000
578,339 shares
|
— | 30 Jun 2022 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
0.45%
|
$20,136,000
570,102 shares
|
— | 30 Jun 2022 |
| FIRST TRUST ADVISORS LP |
13F
Company
|
0.44%
|
$19,770,000
559,740 shares
|
— | 30 Jun 2022 |
| Pacer Advisors, Inc. |
13F
Company
|
0.44%
|
$19,568,000
554,029 shares
|
— | 30 Jun 2022 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. |
13F
Company
|
0.41%
|
$32,838,000
514,374 shares
|
— | 30 Jun 2022 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0.39%
|
$17,281,000
489,316 shares
|
— | 30 Jun 2022 |
| RHUMBLINE ADVISERS |
13F
Company
|
0.38%
|
$17,015,000
481,741 shares
|
— | 30 Jun 2022 |
| Robeco Institutional Asset Management B.V. |
13F
Company
|
0.38%
|
$16,926,000
479,150 shares
|
— | 30 Jun 2022 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
Company
|
0.34%
|
$15,344,315
434,437 shares
|
— | 30 Jun 2022 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
Company
|
0.34%
|
$15,093,000
427,318 shares
|
— | 30 Jun 2022 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
0.32%
|
$14,324,000
405,380 shares
|
— | 30 Jun 2022 |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
Company
|
0.32%
|
$13,954,000
403,502 shares
|
— | 30 Jun 2022 |
| Swiss National Bank |
13F
Company
|
0.31%
|
$13,690,000
387,600 shares
|
— | 30 Jun 2022 |
| D. E. Shaw & Co., Inc. |
13F
Company
|
0.3%
|
$13,292,000
376,333 shares
|
— | 30 Jun 2022 |
| Advisors Asset Management, Inc. |
13F
Company
|
0.29%
|
$13,218,000
374,234 shares
|
— | 30 Jun 2022 |
Institutional Holders of H&R BLOCK INC - Common Stock (HRB) as of Q3 2022
As of 30 Sep 2022,
H&R BLOCK INC - Common Stock (HRB) was held by
446 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
137,625,590 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, FMR LLC, WELLINGTON MANAGEMENT GROUP LLP, STATE STREET CORP, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Bank of New York Mellon Corp, NORTHERN TRUST CORP, JUPITER ASSET MANAGEMENT LTD, and FULLER & THALER ASSET MANAGEMENT, INC..
This page lists
447
institutional shareholders reporting positions in this security
for the Q3 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2022 vs Q2 2022 Across Filers
Q2 2022 holders
422
Q3 2022 holders
446
Holder diff
24
| Investor | Q2 2022 Shares | Q3 2022 Shares | Share Diff | Share Chg % | Q2 2022 Value $ | Q3 2022 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.