H&R Block Ownership | Who Owns H&R Block?
H&R Block Ownership Summary
H&R Block is owned by 86.21% institutional investors, 1.17% insiders, and 12.62% retail investors. Fmr is the largest institutional shareholder, holding 15.00% of HRB shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.34% of its assets in H&R Block shares.
HRB Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | H&R Block | 86.21% | 1.17% | 12.62% |
Sector | Consumer Cyclical Stocks | 59.80% | 12.55% | 27.65% |
Industry | Personal Services Stocks | 55.12% | 10.52% | 34.36% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Fmr | 20.93M | 15.00% | $1.13B |
Blackrock funding, inc. /de | 16.44M | 11.75% | $868.72M |
Blackrock | 16.30M | 11.68% | $883.90M |
Vanguard group | 14.70M | 10.54% | $797.33M |
Charles schwab investment management | 5.22M | 3.73% | $275.80M |
State street | 4.71M | 3.37% | $256.81M |
Fuller & thaler asset management | 3.54M | 2.54% | $191.87M |
Wellington management group llp | 3.37M | 2.41% | $182.60M |
Boston partners | 3.25M | 2.33% | $176.44M |
Pacer advisors | 2.74M | 1.96% | $144.53M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Prevatt capital | 460.00K | 7.78% | $24.95M |
Blue whale capital llp | 742.50K | 3.84% | $40.27M |
Round hill asset management | 62.23K | 2.15% | $3.37M |
Strategic wealth investment group | 93.57K | 1.69% | $22.66M |
Aurora investment counsel | 56.18K | 1.63% | $2.97M |
Rings capital management | 53.00K | 1.50% | $2.87M |
Lingohr & partner asset management gmbh | 10.12K | 1.37% | $549.00K |
Optimist retirement group | 45.44K | 1.29% | $2.46M |
Ibex wealth advisors | 193.61K | 1.20% | $10.23B |
Cunning capital partners, lp | 37.58K | 1.14% | $2.04M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 1.67M | 0.01% | 1.67M |
Goldman sachs group | 1.50M | 0.01% | 724.74K |
Aqr capital management | 2.13M | 0.18% | 606.25K |
Boston trust walden | 483.57K | 0.18% | 483.57K |
Pacer advisors | 2.74M | 0.31% | 476.89K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Lazard asset management | 2.26M | 0.15% | -2.64M |
State street | 4.71M | 0.01% | -790.62K |
Voloridge investment management | - | - | -657.57K |
Victory capital management | 74.61K | 0.00% | -424.94K |
Man group | 4.91K | 0.00% | -381.34K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 1.67M | 0.01% | 1.67M | $90.61M |
Boston trust walden | 483.57K | 0.18% | 483.57K | $25.55M |
Cambria investment management | 226.89K | 0.75% | 226.89K | $12.30M |
Raymond james financial | 202.97K | 0.00% | 202.97K | $10.73M |
Corebridge financial | 176.81K | 0.05% | 176.81K | $9.59M |
Sold Out
Holder | Change |
---|---|
Rakuten securities | -2.00 |
Tfo-tdc | -3.00 |
Td capital management | -4.00 |
Mine & arao wealth creation & management, llc. | -8.00 |
Claris advisors, llc / mo / | -8.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 552 | 8.24% | 122,361,851 | -2.98% | 86 | 1.09% | 269 | 13.50% | 170 | 3.03% |
Jun 30, 2024 | 504 | -0.59% | 126,027,874 | 0.13% | 90 | 1.11% | 234 | 3.08% | 163 | -7.39% |
Mar 31, 2024 | 507 | 3.89% | 125,860,184 | 0.14% | 90 | 1.16% | 227 | -0.44% | 176 | 10.00% |
Dec 31, 2023 | 488 | 12.44% | 125,688,910 | -3.73% | 88 | 1.11% | 228 | 15.15% | 160 | 11.89% |
Sep 30, 2023 | 434 | 5.34% | 130,554,394 | -3.11% | 89 | 1.14% | 198 | 16.47% | 143 | -12.80% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Mid-Cap ETF | 4.47M | 3.34% | -1.16K |
Vanguard Total Stock Mkt Idx Inv | 4.28M | 3.13% | -110.90K |
FullerThaler Behavioral Sm-Cp Eq R6 | 3.98M | 2.90% | 622.25K |
FullerThaler Behavioral Small-Cap Equity | 3.98M | 2.90% | 622.25K |
Schwab US Dividend Equity ETF™ | 3.60M | 2.69% | 3.63K |
Vanguard Small Cap Index | 3.49M | 2.55% | -32.22K |
JHancock Disciplined Value Mid Cap I | 3.04M | 2.22% | 458.47K |
iShares Select Dividend ETF | 2.73M | 2.04% | -2.76K |
Pacer US Cash Cows 100 ETF | 2.68M | 2.00% | 21.11K |
Fidelity Series Value Discovery | 2.61M | 1.91% | -140.40K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Sep 16, 2024 | Logerwell Kellie J | VP & Chief Acct Officer | Sell | $515.28K |
Sep 03, 2024 | Jones Jeffrey J II | President & CEO | Sell | $613.17K |
Aug 19, 2024 | Redler Dara S | Chief Legal Officer | Sell | $583.31K |
Aug 19, 2024 | Logerwell Kellie J | VP & Chief Acct Officer | Sell | $639.99K |
Aug 19, 2024 | Bowen Tony G | Chief Financial Officer | Sell | $5.17M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q3 | - | 6 |
2024 Q2 | - | - |
2024 Q1 | - | 2 |
2023 Q4 | - | 1 |
HRB Ownership FAQ
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