Security key
093671105
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,917,644
- Total 13F shares
- 126,419,514
- Share change
- +768,372
- Total reported value
- $6,944,038,493
- Put/Call ratio
- 175%
- Price per share
- $54.91
- Number of holders
- 557
- Value change
- +$47,668,412
- Number of buys
- 253
- Number of sells
- 269
Report period
Q1 2025
Institutions
557
Top holders
10
HRB full security history
Newer quarter: Q2 2025
Previous quarter: Q4 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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
13%
|
16,440,642
|
$868,723,556 | — | 31 Dec 2024 | |
| FMR LLC |
13F
|
Company |
11%
|
14,408,991
|
$761,371,066 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
14,253,276
|
$753,143,104 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
4.1%
|
5,219,462
|
$275,796,372 | — | 31 Dec 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
3.7%
|
4,701,896
|
$248,448,158 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.6%
|
4,594,421
|
$244,449,815 | — | 31 Dec 2024 | |
| Boston Partners |
13F
|
Company |
3.5%
|
4,500,552
|
$237,813,788 | — | 31 Dec 2024 | |
| Pacer Advisors, Inc. |
13F
|
Company |
2.2%
|
2,735,189
|
$144,527,387 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
2,600,772
|
$137,462,459 | — | 31 Dec 2024 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
2%
|
2,585,026
|
$136,591,000 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.8%
|
2,345,222
|
$123,921,530 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.8%
|
2,335,353
|
$123,395,421 | — | 31 Dec 2024 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.8%
|
2,250,059
|
$118,870,617 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
1.7%
|
2,171,363
|
$114,734,938 | — | 31 Dec 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.6%
|
2,050,678
|
$108,357,826 | — | 31 Dec 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.6%
|
2,022,478
|
$106,867,737 | — | 31 Dec 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.3%
|
1,684,738
|
$89,021,582 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
1,574,552
|
$83,199,303 | — | 31 Dec 2024 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
1.1%
|
1,458,633
|
$77,074,000 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.97%
|
1,234,187
|
$65,217,000 | — | 31 Dec 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.95%
|
1,208,108
|
$63,836,427 | — | 31 Dec 2024 | |
| NewEdge Wealth, LLC |
13F
|
Company |
0.86%
|
1,095,712
|
$57,897,415 | — | 31 Dec 2024 | |
| NORGES BANK |
13F
|
Company |
0.85%
|
1,083,509
|
$57,252,616 | — | 31 Dec 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.76%
|
967,369
|
$51,117,000 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.72%
|
914,884
|
$48,342,474 | — | 31 Dec 2024 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.7%
|
884,714
|
$46,748,288 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.65%
|
823,491
|
$43,513,265 | — | 31 Dec 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.65%
|
822,378
|
$43,454,452 | — | 31 Dec 2024 | |
| Clark Capital Management Group, Inc. |
13F
|
Company |
0.6%
|
764,320
|
$40,386,666 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.58%
|
736,405
|
$38,911,631 | — | 31 Dec 2024 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.53%
|
676,294
|
$35,735,364 | — | 31 Dec 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.51%
|
649,361
|
$34,312,236 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.51%
|
644,417
|
$34,051,021 | — | 31 Dec 2024 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.48%
|
608,738
|
$32,165,716 | — | 31 Dec 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.47%
|
597,699
|
$31,582,435 | — | 31 Dec 2024 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.43%
|
545,643
|
$28,831,776 | — | 31 Dec 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.4%
|
506,641
|
$26,770,911 | — | 31 Dec 2024 | |
| Blue Whale Capital LLP |
13F
|
Company |
0.39%
|
489,690
|
$25,875,220 | — | 31 Dec 2024 | |
| Boston Trust Walden Corp |
13F
|
Company |
0.38%
|
483,572
|
$25,551,945 | — | 31 Dec 2024 | |
| Robeco Institutional Asset Management B.V. |
13F
|
Company |
0.37%
|
473,112
|
$24,999,238 | — | 31 Dec 2024 | |
| Prevatt Capital Ltd |
13F
|
Company |
0.36%
|
460,000
|
$24,306,400 | — | 31 Dec 2024 | |
| Bridgewater Associates, LP |
13F
|
Company |
0.35%
|
440,476
|
$23,274,752 | — | 31 Dec 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.32%
|
410,275
|
$21,678,853 | — | 31 Dec 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.31%
|
389,955
|
$20,605,221 | — | 31 Dec 2024 | |
| Retirement Systems of Alabama |
13F
|
Company |
0.3%
|
384,026
|
$20,291,934 | — | 31 Dec 2024 | |
| Skandinaviska Enskilda Banken AB (publ) |
13F
|
Company |
0.3%
|
374,600
|
$19,531,644 | — | 31 Dec 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.29%
|
371,743
|
$19,642,896 | — | 31 Dec 2024 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.27%
|
337,931
|
$17,856,274 | — | 31 Dec 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.26%
|
331,502
|
$17,525,533 | — | 31 Dec 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.25%
|
315,211
|
$16,655,749 | — | 31 Dec 2024 |
Institutional Holders of H&R BLOCK INC - Common Stock (HRB) as of Q1 2025
As of 31 Mar 2025,
H&R BLOCK INC - Common Stock (HRB) was held by
557 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
126,419,514 shares.
The largest 10 holders included
BlackRock, Inc., FMR LLC, VANGUARD GROUP INC, FULLER & THALER ASSET MANAGEMENT, INC., STATE STREET CORP, Boston Partners, LAZARD ASSET MANAGEMENT LLC, GEODE CAPITAL MANAGEMENT, LLC, NORTHERN TRUST CORP, and DIMENSIONAL FUND ADVISORS LP.
This page lists
560
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
546
Q1 2025 holders
557
Holder diff
11
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.