H&R BLOCK INC - Common Stock (HRB)

CUSIP: 093671105

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / Common Stock
Shares outstanding
126,917,644
Total 13F shares
143,342,557
Share change
+4,867,325
Total reported value
$5,234,720,144
Put/Call ratio
96%
Price per share
$36.51
Number of holders
447
Value change
+$157,578,544
Number of buys
204
Number of sells
209

Security key

093671105

Report period

Q4 2022

Institutions

447

Top holders

10

Ownership snapshot

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.

Lead holder
BlackRock Finance, Inc.
13D/G signal
Evidence rows
50
Latest as of
30 Sep 2022
13F Lead comparable stake: 16%
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
16%
$844,678,000
19,856,128 shares
30 Sep 2022
VANGUARD GROUP INC
13F
Company
13F
15%
$798,280,000
18,765,423 shares
30 Sep 2022
FMR LLC
13F
Company
13F
12%
$624,464,000
14,679,471 shares
30 Sep 2022
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
6.6%
$357,723,000
8,409,083 shares
30 Sep 2022
STATE STREET CORP
13F
Company
13F
5.5%
$299,451,000
6,993,932 shares
30 Sep 2022
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
2.8%
$153,551,000
3,609,566 shares
30 Sep 2022
Bank of New York Mellon Corp
13F
Company
13F
2.1%
$111,083,000
2,611,292 shares
30 Sep 2022
NORTHERN TRUST CORP
13F
Company
13F
1.9%
$101,562,000
2,387,442 shares
30 Sep 2022
JUPITER ASSET MANAGEMENT LTD
13F
Company
13F
1.9%
$99,969,000
2,350,000 shares
30 Sep 2022
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
13F
1.8%
$97,301,000
2,287,277 shares
30 Sep 2022
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
1.7%
$91,395,000
2,148,288 shares
30 Sep 2022
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
1.6%
$88,223,000
2,073,601 shares
30 Sep 2022
LAZARD ASSET MANAGEMENT LLC
13F
Company
13F
1.6%
$86,858,000
2,041,801 shares
30 Sep 2022
LSV ASSET MANAGEMENT
13F
Company
13F
1.6%
$86,710,000
2,038,318 shares
30 Sep 2022
AQR CAPITAL MANAGEMENT LLC
13F
Company
13F
1.1%
$60,979,000
1,433,448 shares
30 Sep 2022
MORGAN STANLEY
13F
Company
13F
1%
$55,143,000
1,296,232 shares
30 Sep 2022
GOLDMAN SACHS GROUP INC
13F
Company
13F
1%
$54,825,000
1,288,773 shares
30 Sep 2022
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
13F
0.98%
$52,853,000
1,242,425 shares
30 Sep 2022
Invesco Ltd.
13F
Company
13F
0.97%
$52,214,000
1,227,422 shares
30 Sep 2022
Artisan Partners Limited Partnership
13F
Company
13F
0.97%
$52,190,000
1,226,840 shares
30 Sep 2022
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
0.92%
$49,716,000
1,168,700 shares
30 Sep 2022
HighTower Advisors, LLC
13F
Company
13F
0.91%
$49,236,000
1,157,569 shares
30 Sep 2022
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
Company
13F
0.9%
$48,630,000
1,143,164 shares
30 Sep 2022
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.87%
$46,733,000
1,098,554 shares
30 Sep 2022
NORGES BANK
13F
Company
13F
0.86%
$46,302,620
1,088,449 shares
30 Sep 2022
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN
13F
Company
13F
0.82%
$44,040,000
1,035,019 shares
30 Sep 2022
Robeco Institutional Asset Management B.V.
13F
Company
13F
0.78%
$41,902,000
985,038 shares
30 Sep 2022
ROYCE & ASSOCIATES LP
13F
Company
13F
0.74%
$39,781,000
935,132 shares
30 Sep 2022
WEDGE CAPITAL MANAGEMENT L L P/NC
13F
Company
13F
0.7%
$37,749,000
887,367 shares
30 Sep 2022
MACQUARIE GROUP LTD
13F
Company
13F
0.64%
$34,876,000
817,732 shares
30 Sep 2022
AMERICAN CENTURY COMPANIES INC
13F
Company
13F
0.64%
$34,397,000
808,578 shares
30 Sep 2022
D. E. Shaw & Co., Inc.
13F
Company
13F
0.63%
$34,189,000
803,705 shares
30 Sep 2022
JPMORGAN CHASE & CO
13F
Company
13F
0.6%
$32,157,000
755,917 shares
30 Sep 2022
VICTORY CAPITAL MANAGEMENT INC
13F
Company
13F
0.57%
$30,840,000
724,970 shares
30 Sep 2022
Nuveen Asset Management, LLC
13F
Company
13F
0.54%
$29,342,000
689,752 shares
30 Sep 2022
PRINCIPAL FINANCIAL GROUP INC
13F
Company
13F
0.54%
$29,058,000
683,092 shares
30 Sep 2022
NewEdge Wealth, LLC
13F
Company
13F
0.53%
$28,742,000
675,642 shares
30 Sep 2022
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
13F
0.53%
$28,706,000
674,810 shares
30 Sep 2022
ACADIAN ASSET MANAGEMENT LLC
13F
Company
13F
0.52%
$28,142,000
661,727 shares
30 Sep 2022
RHUMBLINE ADVISERS
13F
Company
13F
0.38%
$20,638,000
485,134 shares
30 Sep 2022
Pacer Advisors, Inc.
13F
Company
13F
0.38%
$20,536,000
482,742 shares
30 Sep 2022
FULTON BREAKEFIELD BROENNIMAN LLC
13F
Company
13F
0.38%
$20,495,000
481,791 shares
30 Sep 2022
Qube Research & Technologies Ltd
13F
Company
13F
0.37%
$20,050,000
471,329 shares
30 Sep 2022
HSBC HOLDINGS PLC
13F
Company
13F
0.36%
$19,491,000
453,667 shares
30 Sep 2022
Allspring Global Investments Holdings, LLC
13F
Company
13F
0.34%
$18,462,000
434,027 shares
30 Sep 2022
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
13F
Company
13F
0.32%
$17,521,000
411,881 shares
30 Sep 2022
FIRST TRUST ADVISORS LP
13F
Company
13F
0.32%
$17,457,000
410,354 shares
30 Sep 2022
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
13F
0.32%
$17,397,924
408,978 shares
30 Sep 2022
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
13F
0.31%
$16,821,000
395,410 shares
30 Sep 2022
Swiss National Bank
13F
Company
13F
0.3%
$16,097,000
378,400 shares
30 Sep 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.

13F holder rows

Institutional holders as of Q4 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
447
Shares
143,342,557
Rows loaded
448
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
446
Q4 2022 holders
447
Holder diff
1
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 Value $ Q4 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.
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