- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,672,529
- Total 13F shares
- 134,905,048
- Share change
- -8,210,439
- Total reported value
- $4,302,979,977
- Put/Call ratio
- 129%
- Price per share
- $31.87
- Number of holders
- 390
- Value change
- -$267,863,218
- Number of buys
- 162
- Number of sells
- 235
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?
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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 |
18%
|
22,837,684
|
$805,028,343 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
15%
|
18,564,742
|
$654,407,158 | — | 31 Mar 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
13%
|
16,154,653
|
$569,451,520 | — | 31 Mar 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
6.8%
|
8,588,344
|
$302,739,127 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
4.5%
|
5,667,831
|
$201,387,100 | — | 31 Mar 2023 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
4%
|
5,109,506
|
$180,109,000 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
2.9%
|
3,624,385
|
$127,759,583 | — | 31 Mar 2023 | |
| Boston Partners |
13F
|
Company |
2.8%
|
3,487,351
|
$122,917,603 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.8%
|
2,288,937
|
$80,685,029 | — | 31 Mar 2023 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.8%
|
2,263,893
|
$79,258,906 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
2,231,856
|
$78,690,258 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.7%
|
2,170,429
|
$76,503,628 | — | 31 Mar 2023 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.7%
|
2,143,412
|
$75,555,273 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.6%
|
2,071,490
|
$73,020,027 | — | 31 Mar 2023 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
1.5%
|
1,916,615
|
$67,561,000 | — | 31 Mar 2023 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
1.5%
|
1,856,873
|
$65,454,773 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.4%
|
1,755,748
|
$61,890,108 | — | 31 Mar 2023 | |
| NORGES BANK |
13F
|
Company |
1.3%
|
1,608,862
|
$56,712,386 | — | 31 Mar 2023 | |
| Pacer Advisors, Inc. |
13F
|
Company |
1.2%
|
1,582,723
|
$55,790,986 | — | 31 Mar 2023 | |
| Robeco Institutional Asset Management B.V. |
13F
|
Company |
1.2%
|
1,554,385
|
$54,792,080 | — | 31 Mar 2023 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.2%
|
1,456,971
|
$51,358,228 | — | 31 Mar 2023 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.85%
|
1,078,484
|
$38,016,561 | — | 31 Mar 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.8%
|
1,017,264
|
$35,858,556 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.79%
|
1,000,787
|
$35,277,814 | — | 31 Mar 2023 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.77%
|
980,578
|
$34,565,000 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.76%
|
964,119
|
$33,985,197 | — | 31 Mar 2023 | |
| JUPITER ASSET MANAGEMENT LTD |
13F
|
Company |
0.69%
|
880,000
|
$31,002,400 | — | 31 Mar 2023 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.67%
|
848,587
|
$29,912,692 | — | 31 Mar 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.66%
|
835,892
|
$29,465,194 | — | 31 Mar 2023 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.65%
|
825,455
|
$29,091,000 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.62%
|
788,135
|
$27,788,696 | — | 31 Mar 2023 | |
| NewEdge Wealth, LLC |
13F
|
Company |
0.61%
|
776,343
|
$27,366,087 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.61%
|
769,540
|
$27,126,278 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.53%
|
676,978
|
$23,863,000 | — | 31 Mar 2023 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.52%
|
652,943
|
$23,016,241 | — | 31 Mar 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.5%
|
636,358
|
$22,432,000 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
0.5%
|
630,019
|
$22,208,170 | — | 31 Mar 2023 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.5%
|
629,887
|
$22,203,517 | — | 31 Mar 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.48%
|
603,591
|
$21,276,584 | — | 31 Mar 2023 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.41%
|
522,509
|
$18,418,442 | — | 31 Mar 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.41%
|
519,020
|
$18,295,000 | — | 31 Mar 2023 | |
| FULTON BREAKEFIELD BROENNIMAN LLC |
13F
|
Company |
0.38%
|
486,497
|
$17,149,003 | — | 31 Mar 2023 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.35%
|
445,997
|
$15,721,395 | — | 31 Mar 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.32%
|
403,839
|
$14,235,325 | — | 31 Mar 2023 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.3%
|
382,123
|
$13,469,836 | — | 31 Mar 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.27%
|
341,693
|
$12,044,678 | — | 31 Mar 2023 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.27%
|
339,028
|
$11,950,737 | — | 31 Mar 2023 | |
| Swiss National Bank |
13F
|
Company |
0.26%
|
335,500
|
$11,826,375 | — | 31 Mar 2023 | |
| Lodge Hill Capital, LLC |
13F
|
Company |
0.24%
|
305,000
|
$10,751,250 | — | 31 Mar 2023 | |
| Retirement Systems of Alabama |
13F
|
Company |
0.24%
|
302,867
|
$10,676,062 | — | 31 Mar 2023 |
Institutional Holders of H&R BLOCK INC - Common Stock (HRB) as of Q2 2023
As of 30 Jun 2023,
H&R BLOCK INC - Common Stock (HRB) was held by
390 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
134,905,048 shares.
The largest 10 holders included
FMR LLC, BlackRock Inc., VANGUARD GROUP INC, LAZARD ASSET MANAGEMENT LLC, STATE STREET CORP, WELLINGTON MANAGEMENT GROUP LLP, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, AQR CAPITAL MANAGEMENT LLC, Boston Partners, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
391
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
417
Q2 2023 holders
390
Holder diff
-27
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 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.