H&R BLOCK INC - Common Stock (HRB)

CUSIP: 093671105

Q4 2023 13F Holders as of 31 Dec 2023

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

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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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
17%
21,926,329
$944,147,734 30 Sep 2023
13F
BlackRock Finance, Inc.
13F
Company
15%
18,420,699
$793,195,298 30 Sep 2023
13F
VANGUARD GROUP INC
13F
Company
12%
15,033,400
$647,338,204 30 Sep 2023
13F
LAZARD ASSET MANAGEMENT LLC
13F
Company
5%
6,331,001
$272,611,000 30 Sep 2023
13F
STATE STREET CORP
13F
Company
4.8%
6,085,710
$263,903,267 30 Sep 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
3%
3,844,387
$165,539,317 30 Sep 2023
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
2.8%
3,582,417
$154,258,876 30 Sep 2023
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
2.2%
2,768,425
$119,208,369 30 Sep 2023
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
2.1%
2,719,479
$117,100,765 30 Sep 2023
13F
Boston Partners
13F
Company
2%
2,546,443
$109,636,787 30 Sep 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1.9%
2,389,939
$102,911,851 30 Sep 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.9%
2,374,728
$102,378,950 30 Sep 2023
13F
NORTHERN TRUST CORP
13F
Company
1.7%
2,175,172
$93,662,906 30 Sep 2023
13F
CITADEL ADVISORS LLC
13F
Company
1.6%
2,040,015
$87,843,046 30 Sep 2023
13F
Bank of New York Mellon Corp
13F
Company
1.5%
1,926,235
$82,943,687 30 Sep 2023
13F
LSV ASSET MANAGEMENT
13F
Company
1.3%
1,695,215
$72,996,000 30 Sep 2023
13F
NORGES BANK
13F
Company
1.3%
1,641,332
$70,675,756 30 Sep 2023
13F
Pacer Advisors, Inc.
13F
Company
1.2%
1,559,894
$67,169,036 30 Sep 2023
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
1.2%
1,523,158
$65,587,000 30 Sep 2023
13F
MORGAN STANLEY
13F
Company
0.95%
1,206,525
$51,953,002 30 Sep 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.93%
1,182,158
$50,903,714 30 Sep 2023
13F
D. E. Shaw & Co., Inc.
13F
Company
0.92%
1,170,087
$50,383,946 30 Sep 2023
13F
NewEdge Wealth, LLC
13F
Company
0.79%
1,007,746
$43,393,554 30 Sep 2023
13F
Artisan Partners Limited Partnership
13F
Company
0.78%
996,272
$42,899,472 30 Sep 2023
13F
HighTower Advisors, LLC
13F
Company
0.75%
954,038
$41,105,000 30 Sep 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.71%
902,328
$38,854,244 30 Sep 2023
13F
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
Company
0.64%
815,936
$35,134,204 30 Sep 2023
13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
0.59%
753,413
$32,441,964 30 Sep 2023
13F
JPMORGAN CHASE & CO
13F
Company
0.47%
599,588
$25,818,258 30 Sep 2023
13F
ROYCE & ASSOCIATES LP
13F
Company
0.45%
575,120
$24,764,667 30 Sep 2023
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.45%
566,187
$24,380,012 30 Sep 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.44%
555,295
$23,911,024 30 Sep 2023
13F
JUPITER ASSET MANAGEMENT LTD
13F
Company
0.43%
550,000
$23,683,000 30 Sep 2023
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.41%
514,674
$22,161,862 30 Sep 2023
13F
RHUMBLINE ADVISERS
13F
Company
0.4%
508,944
$21,915,047 30 Sep 2023
13F
Invesco Ltd.
13F
Company
0.39%
493,953
$21,269,616 30 Sep 2023
13F
Robeco Institutional Asset Management B.V.
13F
Company
0.38%
477,529
$20,562,400 30 Sep 2023
13F
LOS ANGELES CAPITAL MANAGEMENT LLC
13F
Company
0.36%
455,752
$19,624,681 30 Sep 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.3%
376,198
$16,199,086 30 Sep 2023
13F
UBS Group AG
13F
Company
0.29%
370,069
$15,935,171 30 Sep 2023
13F
Swiss National Bank
13F
Company
0.26%
334,800
$14,416,488 30 Sep 2023
13F
Bridgewater Associates, LP
13F
Company
0.26%
330,084
$14,213,417 30 Sep 2023
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.25%
320,600
$13,805,000 30 Sep 2023
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.24%
305,626
$13,160,255 30 Sep 2023
13F
Sound Income Strategies, LLC
13F
Company
0.24%
299,366
$12,890,695 30 Sep 2023
13F
Retirement Systems of Alabama
13F
Company
0.23%
294,043
$12,661,492 30 Sep 2023
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
0.23%
287,610
$12,384,487 30 Sep 2023
13F
VOYA INVESTMENT MANAGEMENT LLC
13F
Company
0.21%
271,791
$11,703,321 30 Sep 2023
13F
ROYAL BANK OF CANADA
13F
Company
0.21%
261,766
$11,271,000 30 Sep 2023
13F
Legal & General Group Plc
13F
Company
0.2%
256,025
$11,024,435 30 Sep 2023
13F

Institutional Holders of H&R BLOCK INC - Common Stock (HRB) as of Q4 2023

As of 31 Dec 2023, H&R BLOCK INC - Common Stock (HRB) was held by 463 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 125,957,512 shares. The largest 10 holders included FMR LLC, BlackRock Inc., VANGUARD GROUP INC, STATE STREET CORP, LAZARD ASSET MANAGEMENT LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WELLINGTON MANAGEMENT GROUP LLP, FULLER & THALER ASSET MANAGEMENT, INC., Boston Partners, and DIMENSIONAL FUND ADVISORS LP. This page lists 464 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
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.
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