H&R Block Inc (HRB) Ownership

58.30 ↑1.43 (2.51%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of H&R Block Inc (HRB), owning a total of 20.9 million shares. Combined, the top 38 institutional holders of HRB own 88.80% of the company with a total of 124.2 million shares.

In the latest ownership report on June 30th 2024, the top 38 institutional holders decreased their combined ownership of HRB by 549 thousand shares. 11 institutions bought 3,834,646 total additional shares and increased their ownership by an average of 21.85%. However 10 institutions sold 4,384,002 total shares and decreased their ownership by an average of 10.18%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of H&R Block decreased by a net total of -549,356 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	15.129%	0.663%	20,929,029	137,805	2024-06-30
BlackRock Inc	11.782%	-1.997%	16,299,068	-332,106	2024-06-30
Vanguard Group Inc	10.628%	3.238%	14,702,829	461,113	2024-06-30
State Street Corp	3.402%	-14.384%	4,706,022	-790,622	2024-06-30
Charles Schwab Investment Management Inc	3.384%	0.560%	4,681,475	26,073	2024-06-30
Fuller & Thaler Asset Management Inc	2.558%	12.104%	3,538,138	382,010	2024-06-30
Wellington Management Company LLP	2.434%	-0.193%	3,367,203	-6,509	2024-06-30
Boston Partners Global Investors, Inc	2.352%	-0.526%	3,253,726	-17,193	2024-06-30
Pacer Advisors, INC.	1.979%	73.946%	2,738,190	1,164,028	2024-06-30
Geode Capital Management, LLC	1.934%	2.185%	2,675,056	57,205	2024-06-30
Dimensional Fund Advisors, Inc.	1.796%	0.967%	2,484,417	23,792	2024-06-30
Lazard Asset Management LLC	1.636%	-53.810%	2,263,076	-2,636,363	2024-06-30
Northern Trust Corp	1.601%	10.571%	2,215,243	211,786	2024-06-30
AQR Capital Management LLC	1.541%	39.749%	2,131,451	606,250	2024-06-30
Morgan Stanley - Brokerage Accounts	1.443%	-11.228%	1,995,766	-252,434	2024-06-30
Bank of New York Mellon Corp	1.264%	-0.813%	1,748,095	-14,324	2024-06-30
NORGES BANK	1.208%	-2.165%	1,670,801	-36,977	2024-06-30
LSV Asset Management	1.139%	-2.529%	1,575,491	-40,870	2024-06-30
Arrowstreet Capital Limited Partnership	1.121%	-14.201%	1,550,298	-256,604	2024-06-30
Goldman Sachs Group Inc	1.086%	93.283%	1,501,656	724,736	2024-06-30
Royal Bank of Canada	0.958%	3.101%	1,324,879	39,848	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	15.129%	0.663%	20,929,029	137,805	2024-06-30
BlackRock Inc	11.782%	-1.997%	16,299,068	-332,106	2024-06-30
Vanguard Group Inc	10.628%	3.238%	14,702,829	461,113	2024-06-30
State Street Corporation	3.938%	0.520%	5,496,644	28,432	2024-03-31
State Street Corp	3.402%	-14.384%	4,706,022	-790,622	2024-06-30
Charles Schwab Investment Management Inc	3.384%	0.560%	4,681,475	26,073	2024-06-30
Fuller & Thaler Asset Management Inc	2.558%	12.104%	3,538,138	382,010	2024-06-30
Wellington Management Company LLP	2.434%	-0.193%	3,367,203	-6,509	2024-06-30
Boston Partners Global Investors, Inc	2.352%	-0.526%	3,253,726	-17,193	2024-06-30
Pacer Advisors, INC.	1.979%	73.946%	2,738,190	1,164,028	2024-06-30
Geode Capital Management, LLC	1.934%	2.185%	2,675,056	57,205	2024-06-30
Dimensional Fund Advisors, Inc.	1.796%	0.967%	2,484,417	23,792	2024-06-30
Jupiter Asset Management Limited	1.543%	-74.450%	2,350,000	-6,847,552	2022-09-30
Lazard Asset Management LLC	1.636%	-53.810%	2,263,076	-2,636,363	2024-06-30
Northern Trust Corp	1.601%	10.571%	2,215,243	211,786	2024-06-30
AQR Capital Management LLC	1.541%	39.749%	2,131,451	606,250	2024-06-30
Citadel Advisors Llc	1.462%	5.784%	2,040,015	111,545	2023-09-30
Morgan Stanley - Brokerage Accounts	1.443%	-11.228%	1,995,766	-252,434	2024-06-30
Schroder Investment Management Group	1.219%	3.677%	1,856,873	65,852	2023-03-31
Bank of America Corp	1.194%	50.488%	1,755,748	589,048	2023-03-31
Bank of New York Mellon Corp	1.264%	-0.813%	1,748,095	-14,324	2024-06-30
NORGES BANK	1.208%	-2.165%	1,670,801	-36,977	2024-06-30
LSV Asset Management	1.139%	-2.529%	1,575,491	-40,870	2024-06-30
Robeco Institutional Asset Management BV	1.021%	1.707%	1,554,385	26,094	2023-03-31
Arrowstreet Capital Limited Partnership	1.121%	-14.201%	1,550,298	-256,604	2024-06-30
Goldman Sachs Group Inc	1.086%	93.283%	1,501,656	724,736	2024-06-30
Los Angeles Capital Management LLC	0.991%	29.370%	1,456,971	330,769	2023-03-31
Renaissance Technologies Corp	0.864%	0.000%	1,342,800	1,342,800	2022-06-30
Qube Research & Technologies	0.879%	183.886%	1,338,037	866,708	2022-12-31
Royal Bank of Canada	0.958%	3.101%	1,324,879	39,848	2024-06-30
Millennium Management LLC	0.844%	550.214%	1,214,222	1,027,480	2023-06-30
HighTower Advisors, LLC	0.749%	17.263%	1,164,681	171,460	2022-06-30
Amvescap Plc.	0.783%	95.754%	1,092,326	534,316	2024-03-31
Artisan Partners Limited Partnership	0.700%	-4.556%	1,029,354	-49,130	2023-06-30
NewEdge Wealth, LLC	0.677%	-16.724%	944,344	-189,650	2024-03-31
Squarepoint Ops LLC	0.600%	3,489.010%	837,209	813,882	2024-03-31
Clark Capital Management Group Inc	0.516%	62.136%	719,371	275,686	2024-03-31
D. E. Shaw & Co LP	0.445%	-46.909%	621,214	-548,873	2024-03-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of H&R Block Inc (HRB), owning a total of 4.7 million shares. Combined, the top 42 mutual fund holders of HRB own 60.38% of the company with a total of 85.8 million shares.

In the latest ownership report on October 31st 2024, the top 42 fund holders increased their combined ownership of HRB by 2 thousand shares. 1 funds bought 3,040 total additional shares and increased their ownership by an average of 0.09%. However 1 funds sold 1,275 total shares and decreased their ownership by an average of 0.06%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding H&R Block increased by a net total of 1,765 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Schwab US Dividend Equity ETF™	2.488%	0.088%	3,442,356	3,040	2024-10-31
Pacer US Cash Cows 100 ETF	1.617%	-0.057%	2,237,199	-1,275	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.200%	-0.405%	4,704,205	-19,138	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.197%	0.075%	4,422,764	3,325	2024-09-30
iShares Core S&P Mid-Cap ETF	3.175%	0.160%	4,392,776	7,003	2024-10-30
Fidelity® Series Value Discovery	2.610%	1.066%	3,756,312	39,600	2023-11-30
Vanguard Small Cap Index	2.526%	-1.006%	3,494,728	-35,512	2024-09-30
Schwab US Dividend Equity ETF™	2.488%	0.088%	3,442,356	3,040	2024-10-31
FullerThaler Behavioral Small-Cap Equity	2.425%	0.000%	3,354,494	0	2024-08-31
FullerThaler Behavioral Sm-Cp Eq R6	2.425%	11.988%	3,354,494	359,100	2024-06-30
Fidelity Series Value Discovery	2.320%	-14.079%	3,209,964	-526,000	2024-09-30
Strategic Advisers Fidelity US TtlStk	2.230%	-13.573%	3,085,547	-484,553	2024-09-30
Strategic Advisers® Fidelity US TtlStk	2.132%	0.745%	3,068,200	22,700	2023-11-30
iShares Select Dividend ETF	1.981%	0.000%	2,740,770	0	2024-10-30
Fuller & Thaler Behavioral Small-Cap Eq	1.819%	0.000%	2,617,754	0	2023-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	1.819%	111.407%	2,617,754	1,379,499	2023-09-30
Vanguard Small Cap Value Index Inv	1.710%	-0.084%	2,366,113	-1,986	2024-09-30
Pacer US Cash Cows 100 ETF	1.617%	-0.057%	2,237,199	-1,275	2024-10-31
Vanguard Extended Market Index Investor	1.448%	0.322%	2,128,425	6,832	2023-08-31
JHancock Disciplined Value Mid Cap I	1.510%	-14.165%	2,089,531	-344,827	2024-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.509%	-2.041%	2,087,343	-43,490	2024-09-30
BlackRock Systematic Multi-Strat Instl	1.173%	-8.400%	1,785,380	-163,732	2023-02-28
Wellington Global Quality Growth	1.208%	19.283%	1,775,794	287,074	2023-03-31
Wellington Glbl Quality Gr USD S Ac	1.144%	-1.895%	1,742,145	-33,649	2023-04-30
Fidelity® Select IT Services	1.135%	0.541%	1,728,600	9,300	2023-04-30
Fidelity® Mid-Cap Stock	0.993%	0.000%	1,429,306	0	2023-11-30
Jupiter UK Special Situations L Inc	0.868%	-35.714%	1,350,000	-750,000	2022-07-31
Fidelity® Dividend Growth	0.870%	-9.791%	1,278,800	-138,800	2023-07-31
Fidelity® Value Discovery	0.807%	0.000%	1,160,962	0	2023-11-30
Fidelity®Enterprise Technology Svcs Port	0.792%	-18.089%	1,139,300	-251,600	2023-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.805%	0.080%	1,114,119	886	2024-09-30
Jupiter Income Trust L Inc	0.708%	-45.639%	1,100,000	-923,516	2022-07-31
Fidelity® Low-Priced Stock	0.757%	-0.104%	1,089,062	-1,134	2023-10-31
Fidelity Mid-Cap Stock	0.778%	0.000%	1,076,256	0	2024-08-31
Vanguard Equity-Income Inv	0.624%	-51.121%	969,442	-1,013,916	2022-10-31
SPDR® S&P Global Div Aristocrats ETF	0.623%	-1.787%	968,399	-17,621	2022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.669%	1.424%	925,634	13,000	2024-09-30
FIAM Target Date Value Discovery CIT	0.669%	-14.140%	925,400	-152,400	2024-09-30
Lazard Global Eq Franchise A Acc USD	0.663%	-7.611%	917,140	-75,552	2024-06-30
WEDGE QVM-Large Cap Value	0.561%	-3.729%	871,943	-33,774	2022-09-30
iShares S&P Mid-Cap 400 Growth ETF	0.630%	0.000%	870,785	0	2024-10-30
Fidelity Value Discovery	0.604%	-15.927%	835,062	-158,200	2024-09-30
Fidelity Extended Market Index	0.588%	-2.846%	812,894	-23,811	2024-09-30
Fidelity Low-Priced Stock	0.573%	-23.966%	792,123	-249,677	2024-08-31