H&R BLOCK INC - Common Stock, without par value (HRB)

CUSIP: 093671105

Q3 2023 13F Holders as of 30 Sep 2023

Holder snapshot 7 signals
Share change
-2,859,841
Put/Call ratio
93%
SEC-reported price per share
$43.06
Number of holders
406
Value change
-$98,753,345
Number of buys
185
Open additional details 1 more signal available
Number of sells
193
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
126,698,366

Security key

093671105

Report period

Q3 2023

Institutions

406

Top holders

10

Ownership snapshot

Top reported holders of HRB - H&R BLOCK INC - Common Stock, without par value (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
FMR LLC
Disclosed value leader
FMR LLC
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F Lead comparable stake: 18% Showing 1-6 of 15 holder rows.

Quick read

FMR LLC leads the comparable SEC ownership view at 18%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens FMR LLC's linked filing trail.
Comparable ownership Top 5
FMR LLC 18%
BlackRock Finance, Inc. 15%
VANGUARD GROUP INC 12%
LAZARD ASSET MANAGEMENT LLC 5.2%
STATE STREET CORP 4.7%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
FMR LLC
13F
Company
13F
18%
$727,957,137
22,841,454 shares
30 Jun 2023
BlackRock Finance, Inc.
13F
Company
13F
15%
$592,407,769
18,588,258 shares
30 Jun 2023
VANGUARD GROUP INC
13F
Company
13F
12%
$491,118,007
15,410,041 shares
30 Jun 2023
LAZARD ASSET MANAGEMENT LLC
13F
Company
13F
5.2%
$211,042,000
6,622,014 shares
30 Jun 2023
STATE STREET CORP
13F
Company
13F
4.7%
$192,729,774
5,995,046 shares
30 Jun 2023
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
3%
$121,227,553
3,803,814 shares
30 Jun 2023
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 Q3 2023

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

Institutions
406
Shares
132,468,161
Rows available
406
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
390
Q3 2023 holders
406
Holder diff
16
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 value Q3 2023 value Value change Value Chg %
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