H&R BLOCK INC - Common Stock (HRB)

CUSIP: 093671105

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / Common Stock
Shares outstanding
126,917,644
Total 13F shares
126,100,239
Share change
+1,796,718
Total reported value
$6,665,674,464
Put/Call ratio
117%
Price per share
$52.84
Number of holders
546
Value change
+$82,092,791
Number of buys
269
Number of sells
232

Quarterly Holders Quick Answers

What is CUSIP 093671105?
CUSIP 093671105 identifies HRB - H&R BLOCK INC - Common Stock in SEC institutional holdings data.

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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
15%
18,932,445
$1,203,156,853 30 Sep 2024
13F
BlackRock, Inc.
13F
Company
13%
16,176,903
$1,028,042,191 30 Sep 2024
13F
VANGUARD GROUP INC
13F
Company
11%
14,217,331
$903,511,386 30 Sep 2024
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
3.9%
4,936,829
$313,735,483 30 Sep 2024
13F
STATE STREET CORP
13F
Company
3.5%
4,491,366
$287,089,619 30 Sep 2024
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
3.3%
4,178,543
$265,546,400 30 Sep 2024
13F
Boston Partners
13F
Company
2.2%
2,840,233
$180,480,099 30 Sep 2024
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
2.1%
2,614,941
$166,217,310 30 Sep 2024
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
1.8%
2,335,711
$148,434,433 30 Sep 2024
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1.8%
2,305,109
$146,490,207 30 Sep 2024
13F
Pacer Advisors, Inc.
13F
Company
1.8%
2,258,297
$143,514,774 30 Sep 2024
13F
MORGAN STANLEY
13F
Company
1.7%
2,168,595
$137,814,313 30 Sep 2024
13F
NORTHERN TRUST CORP
13F
Company
1.7%
2,153,627
$136,862,996 30 Sep 2024
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
1.7%
2,129,878
$135,098,164 30 Sep 2024
13F
LAZARD ASSET MANAGEMENT LLC
13F
Company
1.5%
1,889,445
$120,072,000 30 Sep 2024
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
1.4%
1,818,583
$115,570,950 30 Sep 2024
13F
Bank of New York Mellon Corp
13F
Company
1.3%
1,636,818
$104,019,774 30 Sep 2024
13F
LSV ASSET MANAGEMENT
13F
Company
1.2%
1,525,151
$96,923,000 30 Sep 2024
13F
NORGES BANK
13F
Company
1.1%
1,340,346
$85,178,988 30 Sep 2024
13F
Invesco Ltd.
13F
Company
0.98%
1,244,273
$79,073,576 30 Sep 2024
13F
ROYAL BANK OF CANADA
13F
Company
0.97%
1,232,283
$78,311,000 30 Sep 2024
13F
Qube Research & Technologies Ltd
13F
Company
0.89%
1,130,149
$71,820,969 30 Sep 2024
13F
NewEdge Wealth, LLC
13F
Company
0.77%
982,496
$62,437,634 30 Sep 2024
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
0.77%
972,342
$61,793,000 30 Sep 2024
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.75%
952,811
$60,551,124 30 Sep 2024
13F
Nuveen Asset Management, LLC
13F
Company
0.62%
786,854
$50,078,331 30 Sep 2024
13F
WEDGE CAPITAL MANAGEMENT L L P/NC
13F
Company
0.61%
777,264
$49,395,127 30 Sep 2024
13F
Clark Capital Management Group, Inc.
13F
Company
0.6%
758,713
$48,216,190 30 Sep 2024
13F
JPMORGAN CHASE & CO
13F
Company
0.59%
754,287
$47,934,940 30 Sep 2024
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.55%
698,101
$44,364,318 30 Sep 2024
13F
TRUIST FINANCIAL CORP
13F
Company
0.52%
656,701
$41,733,369 30 Sep 2024
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.46%
587,982
$37,366,235 30 Sep 2024
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.45%
570,100
$36,229,855 30 Sep 2024
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
0.44%
564,200
$35,854,910 30 Sep 2024
13F
BNP PARIBAS FINANCIAL MARKETS
13F
Company
0.41%
514,972
$32,726,471 30 Sep 2024
13F
Blue Whale Capital LLP
13F
Company
0.4%
511,482
$32,504,681 30 Sep 2024
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.39%
499,541
$31,745,831 30 Sep 2024
13F
TUDOR INVESTMENT CORP ET AL
13F
Company
0.38%
476,239
$30,264,988 30 Sep 2024
13F
Prevatt Capital Ltd
13F
Company
0.36%
460,000
$29,233,000 30 Sep 2024
13F
FIRST TRUST ADVISORS LP
13F
Company
0.34%
429,134
$27,271,465 30 Sep 2024
13F
RHUMBLINE ADVISERS
13F
Company
0.32%
410,311
$26,075,197 30 Sep 2024
13F
SEI INVESTMENTS CO
13F
Company
0.27%
337,654
$21,457,636 30 Sep 2024
13F
VOYA INVESTMENT MANAGEMENT LLC
13F
Company
0.26%
330,760
$21,019,798 30 Sep 2024
13F
Retirement Systems of Alabama
13F
Company
0.26%
326,807
$20,768,585 30 Sep 2024
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.25%
323,552
$20,561,729 30 Sep 2024
13F
Moran Wealth Management, LLC
13F
Company
0.25%
313,944
$19,951,141 30 Sep 2024
13F
Bridgewater Associates, LP
13F
Company
0.24%
309,664
$19,679,147 30 Sep 2024
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.24%
307,646
$19,550,904 30 Sep 2024
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.23%
290,515
$18,462,228 30 Sep 2024
13F
Swedbank AB
13F
Company
0.22%
285,382
$18,136,026 30 Sep 2024
13F

Institutional Holders of H&R BLOCK INC - Common Stock (HRB) as of Q4 2024

As of 31 Dec 2024, H&R BLOCK INC - Common Stock (HRB) was held by 546 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 126,100,239 shares. The largest 10 holders included BlackRock, Inc., FMR LLC, VANGUARD GROUP INC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, FULLER & THALER ASSET MANAGEMENT, INC., STATE STREET CORP, Boston Partners, Pacer Advisors, Inc., GEODE CAPITAL MANAGEMENT, LLC, and LAZARD ASSET MANAGEMENT LLC. This page lists 548 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
537
Q4 2024 holders
546
Holder diff
9
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 Value $ Q4 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.
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