Security key
093671105
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,917,644
- Total 13F shares
- 123,636,260
- Share change
- -2,896,697
- Total reported value
- $6,788,514,301
- Put/Call ratio
- 104%
- Price per share
- $54.89
- Number of holders
- 559
- Value change
- -$159,412,572
- Number of buys
- 251
- Number of sells
- 265
Report period
Q2 2025
Institutions
559
Top holders
10
HRB full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
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 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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
13%
|
15,923,014
|
$874,332,708 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
12%
|
14,694,824
|
$806,892,762 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
14,168,986
|
$778,019,021 | — | 31 Mar 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
3.6%
|
4,626,167
|
$254,022,855 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.5%
|
4,476,841
|
$247,517,639 | — | 31 Mar 2025 | |
| Boston Partners |
13F
|
Company |
3%
|
3,767,912
|
$206,947,296 | — | 31 Mar 2025 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
2.9%
|
3,730,307
|
$204,829,000 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
2,699,471
|
$148,268,415 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
2.1%
|
2,608,496
|
$143,232,516 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.8%
|
2,282,452
|
$125,319,446 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.7%
|
2,150,012
|
$118,057,235 | — | 31 Mar 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.7%
|
2,141,988
|
$117,616,560 | — | 31 Mar 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.4%
|
1,789,040
|
$97,359,569 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
1,688,751
|
$92,729,317 | — | 31 Mar 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
1.3%
|
1,667,652
|
$91,571,000 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.3%
|
1,657,188
|
$90,996,143 | — | 31 Mar 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.2%
|
1,515,553
|
$83,219,015 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
1.1%
|
1,437,984
|
$78,959,701 | — | 31 Mar 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
1%
|
1,286,896
|
$70,663,459 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.98%
|
1,244,858
|
$68,356,000 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.96%
|
1,217,814
|
$66,870,145 | — | 31 Mar 2025 | |
| NORGES BANK |
13F
|
Company |
0.88%
|
1,119,415
|
$61,467,078 | — | 31 Mar 2025 | |
| Pacer Advisors, Inc. |
13F
|
Company |
0.82%
|
1,035,402
|
$56,853,924 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.81%
|
1,027,979
|
$56,446,327 | — | 31 Mar 2025 | |
| NewEdge Wealth, LLC |
13F
|
Company |
0.8%
|
1,010,446
|
$55,483,591 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.77%
|
976,797
|
$53,637,000 | — | 31 Mar 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.76%
|
962,018
|
$52,824,408 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.74%
|
943,406
|
$51,802,428 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.69%
|
876,380
|
$48,122,026 | — | 31 Mar 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.69%
|
876,154
|
$48,109,616 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.67%
|
848,532
|
$46,592,881 | — | 31 Mar 2025 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.62%
|
782,948
|
$42,991,675 | — | 31 Mar 2025 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.6%
|
767,369
|
$42,136,258 | — | 31 Mar 2025 | |
| Clark Capital Management Group, Inc. |
13F
|
Company |
0.59%
|
744,117
|
$40,859,438 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.58%
|
739,555
|
$40,608,964 | — | 31 Mar 2025 | |
| Boston Trust Walden Corp |
13F
|
Company |
0.58%
|
735,757
|
$40,400,416 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.55%
|
703,672
|
$38,638,623 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.52%
|
656,413
|
$36,043,637 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.51%
|
648,073
|
$35,585,688 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.5%
|
638,890
|
$35,081,449 | — | 31 Mar 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.49%
|
623,998
|
$34,263,730 | — | 31 Mar 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.48%
|
607,753
|
$33,371,717 | — | 31 Mar 2025 | |
| Blue Whale Capital LLP |
13F
|
Company |
0.44%
|
560,907
|
$30,799,403 | — | 31 Mar 2025 | |
| MILLER HOWARD INVESTMENTS INC /NY |
13F
|
Company |
0.44%
|
554,160
|
$30,428,931 | — | 31 Mar 2025 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.41%
|
524,765
|
$28,814,846 | — | 31 Mar 2025 | |
| Bridgewater Associates, LP |
13F
|
Company |
0.41%
|
524,443
|
$28,797,165 | — | 31 Mar 2025 | |
| Man Group plc |
13F
|
Company |
0.39%
|
493,502
|
$27,098,195 | — | 31 Mar 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.38%
|
482,937
|
$26,518,000 | — | 31 Mar 2025 | |
| Prevatt Capital Ltd |
13F
|
Company |
0.36%
|
460,000
|
$25,258,600 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.33%
|
419,003
|
$23,007,435 | — | 31 Mar 2025 |
Institutional Holders of H&R BLOCK INC - Common Stock (HRB) as of Q2 2025
As of 30 Jun 2025,
H&R BLOCK INC - Common Stock (HRB) was held by
559 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
123,636,260 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
559
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
557
Q2 2025 holders
559
Holder diff
2
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 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.