H&R Block Ownership | Who Owns H&R Block?
H&R Block Ownership Summary
H&R Block is owned by 90.87% institutional investors, 1.15% insiders, and 7.98% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.90% of HRB shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.30% of its assets in H&R Block shares.
HRB Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | H&R Block | 90.87% | 1.15% | 7.98% |
Sector | Consumer Cyclical Stocks | 60.36% | 14.27% | 25.37% |
Industry | Personal Services Stocks | 52.30% | 8.98% | 38.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 16.13M | 11.90% | $885.29M |
Blackrock | 16.30M | 11.68% | $883.90M |
Fmr | 14.41M | 10.30% | $761.37M |
Vanguard group | 14.25M | 10.19% | $753.14M |
Charles schwab investment management | 5.22M | 3.73% | $275.80M |
State street | 4.59M | 3.28% | $244.45M |
Fuller & thaler asset management | 4.43M | 3.27% | $243.31M |
Boston partners | 4.50M | 3.22% | $237.81M |
Lazard asset management | 3.19M | 2.35% | $174.90M |
Pacer advisors | 2.74M | 1.96% | $144.53M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Prevatt capital | 460.00K | 8.31% | $25.26M |
Round hill asset management | 55.73K | 2.07% | $3.06M |
Aurora investment counsel | 56.03K | 1.62% | $3.08M |
Rings capital management | 53.00K | 1.41% | $2.91M |
Cunning capital partners, lp | 37.58K | 1.19% | $1.99M |
Ibex wealth advisors | 201.32K | 1.18% | $11.05M |
Tealwood asset management | 46.00K | 1.12% | $2.52M |
Optimist retirement group | 42.85K | 1.07% | $2.26M |
Miller howard investments inc /ny | 561.22K | 0.98% | $30.81M |
Kendall capital management | 62.42K | 0.91% | $3.43M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Boston partners | 4.50M | 0.29% | 1.66M |
Norges bank | 1.08M | 0.01% | 1.08M |
Millennium management | 1.03M | 0.03% | 896.83K |
Ubs group | 823.49K | 0.01% | 650.30K |
Jane street group | 648.07K | 0.01% | 505.71K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fmr | 14.41M | 0.05% | -4.52M |
Balyasny asset management | 147.83K | 0.01% | -1.14M |
Clark capital management group | - | - | -744.12K |
New vernon capital ii | - | - | -621.25K |
Lazard asset management | 3.19M | 0.24% | -543.84K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 1.08M | 0.01% | 1.08M | $57.25M |
Boston trust walden | 483.57K | 0.18% | 483.57K | $25.55M |
Liontrust investment partners llp | 292.88K | 0.22% | 292.88K | $15.48M |
Point72 asset management | 149.90K | 0.02% | 149.90K | $8.23M |
Twinbeech capital lp | 108.59K | 0.14% | 108.59K | $5.96M |
Sold Out
Holder | Change |
---|---|
Hexagon capital partners | -1.00 |
Rakuten securities | -2.00 |
Tfo-tdc | -3.00 |
Td capital management | -4.00 |
Org partners | -6.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2025 | 561 | -2.09% | 123,186,457 | -3.54% | 90 | 1.02% | 261 | -1.88% | 202 | -3.81% |
Mar 31, 2025 | 13 | -97.72% | 2,383,055 | -98.11% | 1 | 0.02% | 7 | -97.62% | 3 | -98.24% |
Dec 31, 2024 | 418 | -25.49% | 94,309,576 | -23.11% | 67 | 0.88% | 214 | -21.32% | 129 | -25.86% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard US Total Market Shares ETF | 4.42M | 3.30% | 3.33K |
FullerThaler Behavioral Small-Cap Equity | 4.39M | 3.28% | -89.80K |
FullerThaler Behavioral Sm-Cp Eq R6 | 4.39M | 3.28% | -89.80K |
iShares Core S&P Mid-Cap ETF | 4.36M | 3.26% | -7.87K |
Vanguard Total Stock Mkt Idx Inv | 4.20M | 3.13% | -102.37K |
Schwab US Dividend Equity ETF™ | 3.67M | 2.74% | 3.03K |
Vanguard Small Cap Index | 3.25M | 2.43% | -21.92K |
iShares Select Dividend ETF | 2.83M | 2.11% | 6.14K |
Pacer US Cash Cows 100 ETF | 2.69M | 2.01% | 3.96K |
Fidelity Series Value Discovery | 2.36M | 1.76% | -390.85K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Apr 16, 2025 | Jones Jeffrey J II | President & CEO | Sell | $3.41M |
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 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | - |
2025 Q2 | - | 1 |
2025 Q1 | - | - |
2024 Q4 | - | - |
2024 Q3 | - | 6 |
HRB Ownership FAQ
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