Security key
093671105
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,917,644
- Total 13F shares
- 125,957,512
- Share change
- -7,594,586
- Total reported value
- $6,094,419,483
- Put/Call ratio
- 96%
- Price per share
- $48.37
- Number of holders
- 463
- Value change
- -$349,070,820
- Number of buys
- 201
- Number of sells
- 200
Report period
Q4 2023
Institutions
463
Top holders
10
HRB full security history
Newer quarter: Q1 2024
Previous quarter: Q3 2023
H&R BLOCK INC SEC filings
H&R BLOCK INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 093671105
Recent filing periods:
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
FMR LLC
13D/G signal
—
Evidence rows
50
Latest as of
30 Sep 2023
13F
Lead comparable stake: 17%
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FMR LLC |
13F
Company
|
17%
|
$944,147,734
21,926,329 shares
|
— | 30 Sep 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
15%
|
$793,195,298
18,420,699 shares
|
— | 30 Sep 2023 |
| VANGUARD GROUP INC |
13F
Company
|
12%
|
$647,338,204
15,033,400 shares
|
— | 30 Sep 2023 |
| LAZARD ASSET MANAGEMENT LLC |
13F
Company
|
5%
|
$272,611,000
6,331,001 shares
|
— | 30 Sep 2023 |
| STATE STREET CORP |
13F
Company
|
4.8%
|
$263,903,267
6,085,710 shares
|
— | 30 Sep 2023 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
Company
|
3%
|
$165,539,317
3,844,387 shares
|
— | 30 Sep 2023 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
2.8%
|
$154,258,876
3,582,417 shares
|
— | 30 Sep 2023 |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
Company
|
2.2%
|
$119,208,369
2,768,425 shares
|
— | 30 Sep 2023 |
| AQR CAPITAL MANAGEMENT LLC |
13F
Company
|
2.1%
|
$117,100,765
2,719,479 shares
|
— | 30 Sep 2023 |
| Boston Partners |
13F
Company
|
2%
|
$109,636,787
2,546,443 shares
|
— | 30 Sep 2023 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
1.9%
|
$102,911,851
2,389,939 shares
|
— | 30 Sep 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
1.9%
|
$102,378,950
2,374,728 shares
|
— | 30 Sep 2023 |
| NORTHERN TRUST CORP |
13F
Company
|
1.7%
|
$93,662,906
2,175,172 shares
|
— | 30 Sep 2023 |
| CITADEL ADVISORS LLC |
13F
Company
|
1.6%
|
$87,843,046
2,040,015 shares
|
— | 30 Sep 2023 |
| Bank of New York Mellon Corp |
13F
Company
|
1.5%
|
$82,943,687
1,926,235 shares
|
— | 30 Sep 2023 |
| LSV ASSET MANAGEMENT |
13F
Company
|
1.3%
|
$72,996,000
1,695,215 shares
|
— | 30 Sep 2023 |
| NORGES BANK |
13F
Company
|
1.3%
|
$70,675,756
1,641,332 shares
|
— | 30 Sep 2023 |
| Pacer Advisors, Inc. |
13F
Company
|
1.2%
|
$67,169,036
1,559,894 shares
|
— | 30 Sep 2023 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
Company
|
1.2%
|
$65,587,000
1,523,158 shares
|
— | 30 Sep 2023 |
| MORGAN STANLEY |
13F
Company
|
0.95%
|
$51,953,002
1,206,525 shares
|
— | 30 Sep 2023 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
0.93%
|
$50,903,714
1,182,158 shares
|
— | 30 Sep 2023 |
| D. E. Shaw & Co., Inc. |
13F
Company
|
0.92%
|
$50,383,946
1,170,087 shares
|
— | 30 Sep 2023 |
| NewEdge Wealth, LLC |
13F
Company
|
0.79%
|
$43,393,554
1,007,746 shares
|
— | 30 Sep 2023 |
| Artisan Partners Limited Partnership |
13F
Company
|
0.78%
|
$42,899,472
996,272 shares
|
— | 30 Sep 2023 |
| HighTower Advisors, LLC |
13F
Company
|
0.75%
|
$41,105,000
954,038 shares
|
— | 30 Sep 2023 |
| Nuveen Asset Management, LLC |
13F
Company
|
0.71%
|
$38,854,244
902,328 shares
|
— | 30 Sep 2023 |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
Company
|
0.64%
|
$35,134,204
815,936 shares
|
— | 30 Sep 2023 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
Company
|
0.59%
|
$32,441,964
753,413 shares
|
— | 30 Sep 2023 |
| JPMORGAN CHASE & CO |
13F
Company
|
0.47%
|
$25,818,258
599,588 shares
|
— | 30 Sep 2023 |
| ROYCE & ASSOCIATES LP |
13F
Company
|
0.45%
|
$24,764,667
575,120 shares
|
— | 30 Sep 2023 |
| PRINCIPAL FINANCIAL GROUP INC |
13F
Company
|
0.45%
|
$24,380,012
566,187 shares
|
— | 30 Sep 2023 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0.44%
|
$23,911,024
555,295 shares
|
— | 30 Sep 2023 |
| JUPITER ASSET MANAGEMENT LTD |
13F
Company
|
0.43%
|
$23,683,000
550,000 shares
|
— | 30 Sep 2023 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
0.41%
|
$22,161,862
514,674 shares
|
— | 30 Sep 2023 |
| RHUMBLINE ADVISERS |
13F
Company
|
0.4%
|
$21,915,047
508,944 shares
|
— | 30 Sep 2023 |
| Invesco Ltd. |
13F
Company
|
0.39%
|
$21,269,616
493,953 shares
|
— | 30 Sep 2023 |
| Robeco Institutional Asset Management B.V. |
13F
Company
|
0.38%
|
$20,562,400
477,529 shares
|
— | 30 Sep 2023 |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
Company
|
0.36%
|
$19,624,681
455,752 shares
|
— | 30 Sep 2023 |
| VICTORY CAPITAL MANAGEMENT INC |
13F
Company
|
0.3%
|
$16,199,086
376,198 shares
|
— | 30 Sep 2023 |
| UBS Group AG |
13F
Company
|
0.29%
|
$15,935,171
370,069 shares
|
— | 30 Sep 2023 |
| Swiss National Bank |
13F
Company
|
0.26%
|
$14,416,488
334,800 shares
|
— | 30 Sep 2023 |
| Bridgewater Associates, LP |
13F
Company
|
0.26%
|
$14,213,417
330,084 shares
|
— | 30 Sep 2023 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
0.25%
|
$13,805,000
320,600 shares
|
— | 30 Sep 2023 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
Company
|
0.24%
|
$13,160,255
305,626 shares
|
— | 30 Sep 2023 |
| Sound Income Strategies, LLC |
13F
Company
|
0.24%
|
$12,890,695
299,366 shares
|
— | 30 Sep 2023 |
| Retirement Systems of Alabama |
13F
Company
|
0.23%
|
$12,661,492
294,043 shares
|
— | 30 Sep 2023 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
Company
|
0.23%
|
$12,384,487
287,610 shares
|
— | 30 Sep 2023 |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
Company
|
0.21%
|
$11,703,321
271,791 shares
|
— | 30 Sep 2023 |
| ROYAL BANK OF CANADA |
13F
Company
|
0.21%
|
$11,271,000
261,766 shares
|
— | 30 Sep 2023 |
| Legal & General Group Plc |
13F
Company
|
0.2%
|
$11,024,435
256,025 shares
|
— | 30 Sep 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
463
Shares
125,957,512
Rows loaded
464
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
406
Q4 2023 holders
463
Holder diff
57
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 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.