Security key
093671105
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,917,644
- Total 13F shares
- 123,784,545
- Share change
- -1,813,343
- Total reported value
- $7,866,058,634
- Put/Call ratio
- 138%
- Price per share
- $63.55
- Number of holders
- 537
- Value change
- -$103,895,224
- Number of buys
- 258
- Number of sells
- 219
Report period
Q3 2024
Institutions
537
Top holders
10
HRB full security history
Newer quarter: Q4 2024
Previous quarter: Q2 2024
H&R BLOCK INC SEC filings
H&R BLOCK INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 093671105
Recent filing periods:
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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FMR LLC |
13F
|
Company |
16%
|
20,929,029
|
$1,134,981,267 | — | 30 Jun 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
13%
|
16,299,068
|
$883,898,472 | — | 30 Jun 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
14,702,829
|
$797,334,417 | — | 30 Jun 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
4,706,022
|
$256,814,394 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
3.7%
|
4,681,475
|
$253,876,375 | — | 30 Jun 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
2.8%
|
3,538,138
|
$191,873,238 | — | 30 Jun 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.7%
|
3,367,203
|
$182,603,418 | — | 30 Jun 2024 | |
| Boston Partners |
13F
|
Company |
2.6%
|
3,253,726
|
$176,443,003 | — | 30 Jun 2024 | |
| Pacer Advisors, Inc. |
13F
|
Company |
2.2%
|
2,738,190
|
$148,492,044 | — | 30 Jun 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
2,675,056
|
$145,376,728 | — | 30 Jun 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2%
|
2,484,417
|
$134,726,003 | — | 30 Jun 2024 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
1.8%
|
2,263,076
|
$122,724,000 | — | 30 Jun 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.7%
|
2,215,243
|
$120,132,628 | — | 30 Jun 2024 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.7%
|
2,131,451
|
$115,418,080 | — | 30 Jun 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.4%
|
1,748,095
|
$94,799,225 | — | 30 Jun 2024 | |
| NORGES BANK |
13F
|
Company |
1.3%
|
1,670,801
|
$90,607,538 | — | 30 Jun 2024 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
1.2%
|
1,575,491
|
$85,439,000 | — | 30 Jun 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.2%
|
1,550,298
|
$84,073,000 | — | 30 Jun 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.2%
|
1,501,656
|
$81,434,793 | — | 30 Jun 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
1%
|
1,324,879
|
$71,848,000 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.95%
|
1,209,665
|
$65,600,133 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.79%
|
997,883
|
$54,115,319 | — | 30 Jun 2024 | |
| NewEdge Wealth, LLC |
13F
|
Company |
0.75%
|
957,589
|
$51,930,070 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.69%
|
869,773
|
$47,167,778 | — | 30 Jun 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.67%
|
849,661
|
$46,078,000 | — | 30 Jun 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.66%
|
838,688
|
$45,547,754 | — | 30 Jun 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.64%
|
806,269
|
$43,723,968 | — | 30 Jun 2024 | |
| Blue Whale Capital LLP |
13F
|
Company |
0.59%
|
742,500
|
$40,265,775 | — | 30 Jun 2024 | |
| Clark Capital Management Group, Inc. |
13F
|
Company |
0.58%
|
736,138
|
$39,920,745 | — | 30 Jun 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.57%
|
729,053
|
$39,536,540 | — | 30 Jun 2024 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.56%
|
715,223
|
$38,786,543 | — | 30 Jun 2024 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.52%
|
657,571
|
$35,660,075 | — | 30 Jun 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.47%
|
597,540
|
$32,404,594 | — | 30 Jun 2024 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.46%
|
582,643
|
$31,596,730 | — | 30 Jun 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.43%
|
541,245
|
$29,351,717 | — | 30 Jun 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.37%
|
470,352
|
$25,507,189 | — | 30 Jun 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.37%
|
464,934
|
$25,213,371 | — | 30 Jun 2024 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.36%
|
462,811
|
$25,098,241 | — | 30 Jun 2024 | |
| Prevatt Capital Ltd |
13F
|
Company |
0.36%
|
460,000
|
$24,945,800 | — | 30 Jun 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.33%
|
423,254
|
$22,952,995 | — | 30 Jun 2024 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.3%
|
381,846
|
$20,707,509 | — | 30 Jun 2024 | |
| Retirement Systems of Alabama |
13F
|
Company |
0.28%
|
355,837
|
$19,297,041 | — | 30 Jun 2024 | |
| Moran Wealth Management, LLC |
13F
|
Company |
0.25%
|
319,714
|
$17,338,090 | — | 30 Jun 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.24%
|
310,567
|
$16,841,749 | — | 30 Jun 2024 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.23%
|
288,011
|
$15,618,836 | — | 30 Jun 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.22%
|
285,402
|
$15,477,351 | — | 30 Jun 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.22%
|
276,358
|
$14,986,894 | — | 30 Jun 2024 | |
| Swiss National Bank |
13F
|
Company |
0.22%
|
274,500
|
$14,886,135 | — | 30 Jun 2024 | |
| UBS Group AG |
13F
|
Company |
0.21%
|
263,054
|
$14,265,419 | — | 30 Jun 2024 | |
| Skandinaviska Enskilda Banken AB (publ) |
13F
|
Company |
0.2%
|
255,600
|
$13,861,188 | — | 30 Jun 2024 |
Institutional Holders of H&R BLOCK INC - Common Stock (HRB) as of Q3 2024
As of 30 Sep 2024,
H&R BLOCK INC - Common Stock (HRB) was held by
537 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
123,784,545 shares.
The largest 10 holders included
FMR LLC, BlackRock, Inc., VANGUARD GROUP INC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, STATE STREET CORP, FULLER & THALER ASSET MANAGEMENT, INC., Boston Partners, GEODE CAPITAL MANAGEMENT, LLC, WELLINGTON MANAGEMENT GROUP LLP, and DIMENSIONAL FUND ADVISORS LP.
This page lists
539
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
494
Q3 2024 holders
537
Holder diff
43
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 2024 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.