H&R Block Ownership 2024 | Who Owns H&R Block Now?
Institutional Ownership
86.00%
Insider Ownership
1.04%
Retail Ownership
12.96%
Institutional Holders
486.00
H&R Block Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 14.21% | 0.07% | 20,791,224 | -797,619 | -3.69% | 1,021,057,033 | Mar 31, 2024 |
| BLACKROCK INC. | 11.37% | 0.02% | 16,631,174 | -1,251,730 | -7.00% | 816,756,957 | Mar 31, 2024 |
| VANGUARD GROUP INC | 9.74% | 0.01% | 14,241,716 | -399,745 | -2.73% | 699,410,674 | Mar 31, 2024 |
| STATE STREET CORP | 3.76% | 0.01% | 5,496,644 | 28,432 | 0.52% | 271,642,682 | Mar 31, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 3.62% | 0.32% | 5,295,911 | 558,076 | 11.78% | 260,081,000 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.18% | 0.05% | 4,655,402 | 878,805 | 23.27% | 228,626,807 | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.31% | 0.03% | 3,373,712 | 173,593 | 5.42% | 165,682,996 | Mar 31, 2024 |
| BOSTON PARTNERS | 2.24% | 0.19% | 3,270,919 | 758,827 | 30.21% | 160,614,487 | Mar 31, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.16% | 0.68% | 3,156,128 | 536,040 | 20.46% | 154,997,469,000 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.79% | 0.01% | 2,617,851 | 281,853 | 12.07% | 128,765,426 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.68% | 0.03% | 2,460,625 | -9,073 | -0.37% | 120,841,314 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 1.37% | 0.02% | 2,003,457 | -215,181 | -9.70% | 98,389,774 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.24% | 0.08% | 1,806,902 | 38,220 | 2.16% | 88,737,000 | Mar 31, 2024 |
| PACER ADVISORS, INC. | 1.23% | 0.20% | 1,798,920 | 224,758 | 14.28% | 88,344,961 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.20% | 0.02% | 1,762,419 | -124,714 | -6.61% | 86,552,406 | Mar 31, 2024 |
| LSV ASSET MANAGEMENT | 1.10% | 0.16% | 1,616,361 | -64,339 | -3.83% | 79,379,000 | Mar 31, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.04% | 0.13% | 1,525,201 | -774,109 | -33.67% | 74,734,857 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 1.03% | 0.01% | 1,507,037 | 729,371 | 93.79% | 74,010,588 | Mar 31, 2024 |
| ROYAL BANK OF CANADA | 0.88% | 0.01% | 1,285,031 | 305,014 | 31.12% | 63,108,000 | Mar 31, 2024 |
| MORGAN STANLEY | 0.77% | 0.00% | 1,124,100 | 80,700 | 7.73% | 55,204,612 | Mar 31, 2024 |
H&R Block's largest institutional shareholder is FMR LLC, holding 14.21% of the company's total share outstanding, currently valued at $1.02B. The top 10 institutional shareholders own together 54.37% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PREVATT CAPITAL LTD | 0.31% | 7.62% | 460,000 | 100,000 | 27.78% | 22,590,600 | Mar 31, 2024 |
| BLUE WHALE CAPITAL LLP | 0.44% | 3.37% | 650,000 | 245,000 | 60.49% | 31,921,500 | Mar 31, 2024 |
| IBEX WEALTH ADVISORS | 0.16% | 2.33% | 235,108 | 234,891 | 108244.70% | 8,584,000 | Mar 31, 2024 |
| PARADIEM, LLC | 0.11% | 1.99% | 163,878 | 5,286 | 3.33% | 8,048,049 | Mar 31, 2024 |
| ROUND HILL ASSET MANAGEMENT | 0.04% | 1.88% | 63,299 | -700 | -1.09% | 3,108,614 | Mar 31, 2024 |
| LINGOHR & PARTNER ASSET MANAGEMENT GMBH | 0.01% | 1.77% | 14,376 | -1,124 | -7.25% | 706,000 | Mar 31, 2024 |
| RINGS CAPITAL MANAGEMENT LLC | 0.04% | 1.42% | 53,000 | - | - | 2,602,830,000 | Mar 31, 2024 |
| OPTIMIST RETIREMENT GROUP LLC | 0.03% | 1.26% | 50,029 | -1,722 | -3.33% | 2,456,918 | Mar 31, 2024 |
| TEALWOOD ASSET MANAGEMENT INC | 0.03% | 1.05% | 47,603 | 47,603 | 100.00% | 2,338,000 | Mar 31, 2024 |
| RODGERS BROTHERS INC. | 0.11% | 1.04% | 154,600 | -3,100 | -1.97% | 7,592,406 | Mar 31, 2024 |
| CUNNING CAPITAL PARTNERS, LP | 0.03% | 1.02% | 37,575 | - | - | 1,845,000 | Mar 31, 2024 |
| NEWEDGE WEALTH, LLC | 0.65% | 1.02% | 944,344 | -189,650 | -16.72% | 45,356,842 | Mar 31, 2024 |
| SOUND INCOME STRATEGIES, LLC | 0.19% | 1.00% | 272,595 | -15,553 | -5.40% | 13,387,124,000 | Mar 31, 2024 |
| VERITY & VERITY, LLC | 0.03% | 0.90% | 49,712 | 49,712 | 100.00% | 7,929,235 | Mar 31, 2024 |
| MONUMENT CAPITAL MANAGEMENT | 0.03% | 0.72% | 50,593 | 3,072 | 6.46% | 2,484,638 | Mar 31, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.16% | 0.68% | 3,156,128 | 536,040 | 20.46% | 154,997,469,000 | Mar 31, 2024 |
| REDWOOD INVESTMENT MANAGEMENT, LLC | 0.10% | 0.67% | 142,115 | 17,014 | 13.60% | 6,979,000 | Mar 31, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | 0.02% | 0.56% | 29,528 | -260 | -0.87% | 1,450,000 | Mar 31, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.01% | 0.55% | 14,696 | 14,696 | 100.00% | 721,721 | Mar 31, 2024 |
| KENDALL CAPITAL MANAGEMENT | 0.02% | 0.52% | 31,005 | 5,030 | 19.36% | 1,522,656 | Mar 31, 2024 |
The largest H&R Block shareholder by % of total assets is PREVATT CAPITAL LTD. The company owns 460.00K shares of H&R Block (HRB), representing 7.62% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.18% | 0.05% | 4,655,402 | 878,805 | 23.27% | 228,626,807 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.57% | 0.07% | 837,209 | 813,882 | 3489.01% | 41,115,334 | Mar 31, 2024 |
| BOSTON PARTNERS | 2.24% | 0.19% | 3,270,919 | 758,827 | 30.21% | 160,614,487 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 1.03% | 0.01% | 1,507,037 | 729,371 | 93.79% | 74,010,588 | Mar 31, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 3.62% | 0.32% | 5,295,911 | 558,076 | 11.78% | 260,081,000 | Mar 31, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.16% | 0.68% | 3,156,128 | 536,040 | 20.46% | 154,997,469,000 | Mar 31, 2024 |
| INVESCO LTD. | 0.75% | 0.01% | 1,092,326 | 534,316 | 95.75% | 53,644,131 | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.40% | 0.00% | 580,227 | 494,457 | 576.49% | 28,496,000 | Mar 31, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.59% | 0.16% | 869,209 | 421,190 | 94.01% | 42,686,854 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.26% | 0.00% | 376,800 | 376,800 | 100.00% | 18,504,648 | Mar 31, 2024 |
| ROYAL BANK OF CANADA | 0.88% | 0.01% | 1,285,031 | 305,014 | 31.12% | 63,108,000 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.79% | 0.01% | 2,617,851 | 281,853 | 12.07% | 128,765,426 | Mar 31, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.45% | 0.03% | 658,506 | 278,587 | 73.33% | 32,339,230 | Mar 31, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.49% | 0.26% | 719,371 | 275,686 | 62.14% | 35,328,310 | Mar 31, 2024 |
| BLUE WHALE CAPITAL LLP | 0.44% | 3.37% | 650,000 | 245,000 | 60.49% | 31,921,500 | Mar 31, 2024 |
| IBEX WEALTH ADVISORS | 0.16% | 2.33% | 235,108 | 234,891 | 108244.70% | 8,584,000 | Mar 31, 2024 |
| PACER ADVISORS, INC. | 1.23% | 0.20% | 1,798,920 | 224,758 | 14.28% | 88,344,961 | Mar 31, 2024 |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 0.17% | 0.06% | 254,800 | 188,600 | 284.89% | 12,513,228 | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.31% | 0.03% | 3,373,712 | 173,593 | 5.42% | 165,682,996 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.40% | 0.00% | 589,362 | 113,914 | 23.96% | 28,943,578,000 | Mar 31, 2024 |
As of Mar 31 2024, H&R Block's largest institutional buyer is CHARLES SCHWAB INVESTMENT MANAGEMENT INC. The company purchased 878.80K stocks of HRB, valued at $228.63M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 11.37% | 0.02% | 16,631,174 | -1,251,730 | -7.00% | 816,756,957 | Mar 31, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.01% | 0.00% | 19,375 | -941,164 | -97.98% | 951,000 | Mar 31, 2024 |
| FMR LLC | 14.21% | 0.07% | 20,791,224 | -797,619 | -3.69% | 1,021,057,033 | Mar 31, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.04% | 0.13% | 1,525,201 | -774,109 | -33.67% | 74,734,857 | Mar 31, 2024 |
| D. E. SHAW & CO., INC. | 0.42% | 0.03% | 621,214 | -417,400 | -40.19% | 30,507,820 | Mar 31, 2024 |
| VANGUARD GROUP INC | 9.74% | 0.01% | 14,241,716 | -399,745 | -2.73% | 699,410,674 | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.53% | 0.01% | 776,920 | -317,871 | -29.03% | 38,154,531 | Mar 31, 2024 |
| GLENMEDE TRUST CO NA | 0.06% | 0.02% | 86,676 | -243,988 | -73.79% | 4,256,658 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 1.37% | 0.02% | 2,003,457 | -215,181 | -9.70% | 98,389,774 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.09% | 0.00% | 127,568 | -190,443 | -59.89% | 6,264,864 | Mar 31, 2024 |
| NEWEDGE WEALTH, LLC | 0.65% | 1.02% | 944,344 | -189,650 | -16.72% | 45,356,842 | Mar 31, 2024 |
| MAN GROUP PLC | 0.26% | 0.05% | 386,243 | -178,650 | -31.63% | 18,968,394 | Mar 31, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.12% | 0.03% | 169,020 | -178,127 | -51.31% | 8,300,572 | Mar 31, 2024 |
| ROYCE & ASSOCIATES LP | 0.13% | 0.08% | 190,620 | -168,500 | -46.92% | 9,361,348 | Mar 31, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -144,500 | -100.00% | - | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.20% | 0.02% | 1,762,419 | -124,714 | -6.61% | 86,552,406 | Mar 31, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.04% | 0.00% | 52,302 | -96,526 | -64.86% | 2,568,554 | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -94,905 | -100.00% | - | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 0.18% | 0.01% | 256,835 | -82,419 | -24.29% | 12,613,165 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.02% | 0.00% | 22,876 | -78,561 | -77.45% | 1,123,324 | Mar 31, 2024 |
As of Mar 31 2024, H&R Block's biggest institutional seller is BLACKROCK INC.. The company sold -1.25M shares of HRB, valued at $816.76M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.26% | 0.00% | 376,800 | 376,800 | 100.00% | 18,504,648 | Mar 31, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.07% | 0.01% | 96,729 | 96,729 | 100.00% | 4,750,387 | Mar 31, 2024 |
| MARSHALL WACE, LLP | 0.06% | 0.01% | 82,637 | 82,637 | 100.00% | 4,058,303 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.05% | 0.00% | 75,200 | 75,200 | 100.00% | 3,693,072 | Mar 31, 2024 |
| PEAK6 INVESTMENTS LLC | 0.05% | 0.01% | 66,372 | 66,372 | 100.00% | 3,259,529 | Mar 31, 2024 |
| MAVERICK CAPITAL LTD | 0.04% | 0.06% | 62,260 | 62,260 | 100.00% | 3,057,589 | Mar 31, 2024 |
| VERITY & VERITY, LLC | 0.03% | 0.90% | 49,712 | 49,712 | 100.00% | 7,929,235 | Mar 31, 2024 |
| TEALWOOD ASSET MANAGEMENT INC | 0.03% | 1.05% | 47,603 | 47,603 | 100.00% | 2,338,000 | Mar 31, 2024 |
| AMUNDI | 0.03% | 0.00% | 47,042 | 47,042 | 100.00% | 2,190,746 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.03% | 0.00% | 40,200 | 40,200 | 100.00% | 1,974,222 | Mar 31, 2024 |
| CAPTION MANAGEMENT, LLC | 0.02% | 0.03% | 35,300 | 35,300 | 100.00% | 1,733,583 | Mar 31, 2024 |
| BOULDER HILL CAPITAL MANAGEMENT LP | 0.02% | 0.51% | 25,000 | 25,000 | 100.00% | 1,227,750 | Mar 31, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.02% | 0.03% | 24,376 | 24,376 | 100.00% | 1,197,105 | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | 0.01% | 0.03% | 21,000 | 21,000 | 100.00% | 1,031,310 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 20,900 | 20,900 | 100.00% | 1,026,399 | Mar 31, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.01% | 0.08% | 18,590 | 18,590 | 100.00% | 912,955 | Mar 31, 2024 |
| TRUE WEALTH DESIGN, LLC | 0.01% | 0.22% | 18,084 | 18,084 | 100.00% | 888,106,000 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.00% | 18,009 | 18,009 | 100.00% | 884,000 | Mar 31, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | 0.01% | 0.02% | 17,793 | 17,793 | 100.00% | 369,000 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 17,500 | 17,500 | 100.00% | 859,425 | Mar 31, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.01% | 0.55% | 14,696 | 14,696 | 100.00% | 721,721 | Mar 31, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.05% | 12,788 | 12,788 | 100.00% | 628,019 | Mar 31, 2024 |
| VCI WEALTH MANAGEMENT LLC | 0.01% | 0.42% | 12,778 | 12,778 | 100.00% | 627,528 | Mar 31, 2024 |
| INTEGRATED WEALTH CONCEPTS LLC | 0.01% | 0.01% | 12,049 | 12,049 | 100.00% | 591,707 | Mar 31, 2024 |
| CAXTON ASSOCIATES LP | 0.01% | 0.03% | 10,380 | 10,380 | 100.00% | 509,762 | Mar 31, 2024 |
| NORDEN GROUP LLC | 0.01% | 0.04% | 9,856 | 9,856 | 100.00% | 484,032 | Mar 31, 2024 |
| CHESLEY TAFT & ASSOCIATES LLC | 0.01% | 0.02% | 9,622 | 9,622 | 100.00% | 472,536 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 0.00% | 8,951 | 8,951 | 100.00% | 439,584 | Mar 31, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.01% | 0.09% | 8,662 | 8,662 | 100.00% | 425,391 | Mar 31, 2024 |
| PARADIGM FINANCIAL PARTNERS, LLC | 0.01% | 0.09% | 8,655 | 8,655 | 100.00% | 425,047 | Mar 31, 2024 |
| TRADEWINDS, LLC. | 0.01% | 0.20% | 8,581 | 8,581 | 100.00% | 421,413 | Mar 31, 2024 |
| XTX TOPCO LTD | 0.01% | 0.05% | 7,699 | 7,699 | 100.00% | 378,098 | Mar 31, 2024 |
| LIDO ADVISORS, LLC | 0.00% | 0.00% | 7,101 | 7,101 | 100.00% | 350,901 | Mar 31, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.00% | 0.07% | 6,823 | 6,823 | 100.00% | 335,078 | Mar 31, 2024 |
| FOCUS FINANCIAL NETWORK, INC. | 0.00% | 0.01% | 6,556 | 6,556 | 100.00% | 305,298 | Mar 31, 2024 |
| DELAP WEALTH ADVISORY, LLC | 0.00% | 0.13% | 6,398 | 6,398 | 100.00% | 314,199 | Mar 31, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.00% | 0.05% | 6,276 | 6,276 | 100.00% | 308,214 | Mar 31, 2024 |
| SIMPLICITY WEALTH,LLC | 0.00% | 0.01% | 5,829 | 5,829 | 100.00% | 286,286 | Mar 31, 2024 |
| EHP FUNDS INC. | 0.00% | 0.11% | 5,300 | 5,300 | 100.00% | 260,283 | Mar 31, 2024 |
| CWA ASSET MANAGEMENT GROUP, LLC | 0.00% | 0.02% | 5,182 | 5,182 | 100.00% | 254,488 | Mar 31, 2024 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 0.00% | 0.01% | 4,696 | 4,696 | 100.00% | 230,621 | Mar 31, 2024 |
| PFG INVESTMENTS, LLC | 0.00% | 0.01% | 4,604 | 4,604 | 100.00% | 226,108 | Mar 31, 2024 |
| NEXT LEVEL PRIVATE LLC | 0.00% | 0.10% | 4,408 | 4,408 | 100.00% | 216,494 | Mar 31, 2024 |
| NDVR, INC. | 0.00% | 0.20% | 4,330 | 4,330 | 100.00% | 212,646 | Mar 31, 2024 |
| BARNETT & COMPANY, INC. | 0.00% | 0.14% | 4,120 | 4,120 | 100.00% | 202,333 | Mar 31, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | 0.00% | 2,226 | 2,226 | 100.00% | 107,338,000 | Mar 31, 2024 |
| STATE OF WYOMING | 0.00% | 0.02% | 1,996 | 1,996 | 100.00% | 98,024 | Mar 31, 2024 |
| 0.00% | 0.00% | 1,870 | 1,870 | 100.00% | 91,836 | Mar 31, 2024 | |
| CONTINUUM ADVISORY, LLC | 0.00% | 0.01% | 1,120 | 1,120 | 100.00% | 55,093,000 | Mar 31, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 575 | 575 | 100.00% | 27,813,000 | Mar 31, 2024 |
| RISE ADVISORS, LLC | 0.00% | 0.01% | 393 | 393 | 100.00% | 19,300 | Mar 31, 2024 |
| 0.00% | 0.00% | 121 | 121 | 100.00% | 6,377 | Mar 31, 2024 | |
| YHB INVESTMENT ADVISORS, INC. | 0.00% | 0.00% | 120 | 120 | 100.00% | 5,893 | Mar 31, 2024 |
| SOUTHSTATE CORP | 0.00% | 0.00% | 115 | 115 | 100.00% | 5,648 | Mar 31, 2024 |
| ALTSHULER SHAHAM LTD | 0.00% | 0.00% | 76 | 76 | 100.00% | 3,732,000 | Mar 31, 2024 |
| VITALSTONE FINANCIAL, LLC | - | 0.00% | 56 | 56 | 100.00% | 3 | Mar 31, 2024 |
| PINGORA PARTNERS LLC | - | 0.00% | 55 | 55 | 100.00% | 2,701 | Mar 31, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | - | 0.00% | 33 | 33 | 100.00% | 1,621 | Mar 31, 2024 |
| QUEST PARTNERS LLC | - | 0.00% | 25 | 25 | 100.00% | 1,228 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 23 | 23 | 100.00% | 1,129 | Mar 31, 2024 |
| DELOS WEALTH ADVISORS, LLC | - | 0.00% | 9 | 9 | 100.00% | 442,000 | Mar 31, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | 0.00% | 8 | 8 | 100.00% | 393 | Mar 31, 2024 |
| TD CAPITAL MANAGEMENT LLC | - | - | 4 | 4 | 100.00% | 196,000 | Mar 31, 2024 |
| BRUCE G. ALLEN INVESTMENTS, LLC | - | 0.00% | 4 | 4 | 100.00% | 196 | Mar 31, 2024 |
H&R Block's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 376.80K shares, valued at $18.50M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| D. E. SHAW & CO., INC. | - | - | - | -144,500 | -100.00% | - | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -94,905 | -100.00% | - | Mar 31, 2024 |
| MILLER VALUE PARTNERS, LLC | - | - | - | -63,000 | -100.00% | - | Mar 31, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | - | - | - | -46,908 | -100.00% | - | Mar 31, 2024 |
| UBS GROUP AG | - | - | - | -40,000 | -100.00% | - | Mar 31, 2024 |
| GTS SECURITIES LLC | - | - | - | -27,413 | -100.00% | - | Mar 31, 2024 |
| POINT72 EUROPE (LONDON) LLP | - | - | - | -26,359 | -100.00% | - | Mar 31, 2024 |
| NATIXIS | - | - | - | -26,205 | -100.00% | - | Mar 31, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -25,386 | -100.00% | - | Mar 31, 2024 |
| GEOWEALTH MANAGEMENT, LLC | - | - | - | -21,115 | -100.00% | - | Mar 31, 2024 |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | - | - | - | -19,449 | -100.00% | - | Mar 31, 2024 |
| OMNISTAR FINANCIAL GROUP, INC. | - | - | - | -17,644 | -100.00% | - | Mar 31, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -17,025 | -100.00% | - | Mar 31, 2024 |
| OAK THISTLE LLC | - | - | - | -16,027 | -100.00% | - | Mar 31, 2024 |
| FRIEDENTHAL FINANCIAL | - | - | - | -15,922 | -100.00% | - | Mar 31, 2024 |
| CIPHER CAPITAL LP | - | - | - | -14,216 | -100.00% | - | Mar 31, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | - | - | - | -13,298 | -100.00% | - | Mar 31, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -13,186 | -100.00% | - | Mar 31, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -13,149 | -100.00% | - | Mar 31, 2024 |
| RIVER & MERCANTILE ASSET MANAGEMENT LLP | - | - | - | -11,729 | -100.00% | - | Mar 31, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -11,658 | -100.00% | - | Mar 31, 2024 |
| ADVISORSHARES INVESTMENTS LLC | - | - | - | -10,359 | -100.00% | - | Mar 31, 2024 |
| LECAP ASSET MANAGEMENT LTD | - | - | - | -9,508 | -100.00% | - | Mar 31, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | - | - | - | -7,905 | -100.00% | - | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -7,023 | -100.00% | - | Mar 31, 2024 |
| DIVERSIFIED TRUST CO | - | - | - | -5,153 | -100.00% | - | Mar 31, 2024 |
| PARALLAX VOLATILITY ADVISERS, L.P. | - | - | - | -4,723 | -100.00% | - | Mar 31, 2024 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | - | - | - | -4,646 | -100.00% | - | Mar 31, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -4,355 | -100.00% | - | Mar 31, 2024 |
| WINTON GROUP LTD | - | - | - | -4,141 | -100.00% | - | Mar 31, 2024 |
| CUTLER GROUP LLC / CA | - | - | - | -3,400 | -100.00% | - | Mar 31, 2024 |
| SAGE ROCK CAPITAL MANAGEMENT LP | - | - | - | -3,300 | -100.00% | - | Mar 31, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -3,062 | -100.00% | - | Mar 31, 2024 |
| CSS LLC/IL | - | - | - | -3,000 | -100.00% | - | Mar 31, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -2,666 | -100.00% | - | Mar 31, 2024 |
| ADVISORY SERVICES NETWORK, LLC | - | - | - | -1,713 | -100.00% | - | Mar 31, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -1,100 | -100.00% | - | Mar 31, 2024 |
| TRADITION WEALTH MANAGEMENT, LLC | - | - | - | -784 | -100.00% | - | Mar 31, 2024 |
| QUARRY LP | - | - | - | -493 | -100.00% | - | Mar 31, 2024 |
| TURTLE CREEK WEALTH ADVISORS, LLC | - | - | - | -224 | -100.00% | - | Mar 31, 2024 |
| ALBION FINANCIAL GROUP /UT | - | - | - | -185 | -100.00% | - | Mar 31, 2024 |
| FAIRFIELD, BUSH & CO. | - | - | - | -184 | -100.00% | - | Mar 31, 2024 |
| ANNAPOLIS FINANCIAL SERVICES, LLC | - | - | - | -86 | -100.00% | - | Mar 31, 2024 |
| RALEIGH CAPITAL MANAGEMENT INC. | - | - | - | -37 | -100.00% | - | Mar 31, 2024 |
| PINERIDGE ADVISORS LLC | - | - | - | -26 | -100.00% | - | Mar 31, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -14 | -100.00% | - | Mar 31, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | - | -13 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -11 | -100.00% | - | Mar 31, 2024 |
H&R Block's largest sold out institutional shareholder by shares sold is D. E. SHAW & CO., INC., sold -0.14M shares, valued at -, as of undefined.
H&R Block Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| THOMPSON IM FUNDS INC | 1.21% | 19,165,000 | - | - | Feb 29, 2024 |
| Nuveen Core Equity Alpha Fund | 1.13% | 26,380 | - | - | Dec 31, 2023 |
| SEI Exchange Traded Funds | 1.08% | 15,213 | 6,091 | 66.77% | Dec 31, 2023 |
| LORD ABBETT AFFILIATED FUND INC | 1.03% | 1,454,200 | - | - | Jan 31, 2024 |
| GABELLI VALUE 25 FUND INC | 0.79% | 60,000 | - | - | Dec 29, 2023 |
| Transparent Value Trust | 0.68% | 10,926 | - | - | Dec 31, 2023 |
| MASTER LARGE CAP SERIES LLC | 0.56% | 503,399 | -27,763 | -5.23% | Mar 31, 2022 |
| FIDELITY DEVONSHIRE TRUST | 0.44% | 4,610,312 | 420,500 | 10.04% | Jan 31, 2024 |
| OSI ETF Trust | 0.42% | 73,521 | 3,950 | 5.68% | Mar 31, 2022 |
| THOMPSON IM FUNDS INC | 0.42% | 6,655,000 | - | - | Feb 29, 2024 |
| THOMPSON IM FUNDS INC | 0.40% | 6,248,000 | - | - | Feb 29, 2024 |
| GABELLI ASSET FUND | 0.37% | 133,000 | - | - | Dec 29, 2023 |
| MASTER ADVANTAGE SMID CAP LLC | 0.36% | 44,521 | - | - | Dec 31, 2020 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.30% | 1,166,844 | -80,988 | -6.49% | Dec 29, 2023 |
| Capitol Series Trust | 0.30% | 2,995,394 | 522,240 | 21.12% | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.30% | 611 | -12,018 | -95.16% | Jan 31, 2021 |
| Voya Global Advantage & Premium Opportunity Fund | 0.28% | 17,165 | 2,129 | 14.16% | Feb 29, 2024 |
| Global Beta ETF Trust | 0.27% | 751 | 403 | 115.80% | May 31, 2022 |
| Mairs & Power Funds Trust | 0.27% | 1,064,000 | - | - | Mar 31, 2022 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.25% | 51,939 | 6,403 | 14.06% | Feb 29, 2024 |
| Mairs & Power Funds Trust | 0.25% | 1,000,000 | - | - | Mar 31, 2022 |
| TEMPLETON FUNDS | 0.25% | 1,314,157 | - | - | Feb 29, 2024 |
| HSBC FUNDS | 0.25% | 7,970 | -1,280 | -13.84% | Jan 31, 2024 |
| CALDWELL & ORKIN FUNDS INC | 0.22% | 3,000 | - | - | Jan 31, 2024 |
| Agility Multi-Asset Income Fund | 0.21% | 21,342 | - | - | Dec 31, 2023 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.21% | 89,001 | -11,411 | -11.36% | Jan 31, 2024 |
| Absolute Shares Trust | 0.21% | 60,374 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.20% | 99,131 | - | - | Dec 31, 2023 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.20% | 2,242 | - | - | Mar 31, 2023 |
| 360 Funds | 0.19% | 8,200 | - | - | Feb 29, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.18% | 31,729 | - | - | Sep 30, 2021 |
| AMG FUNDS III | 0.16% | 27,200 | - | - | Feb 29, 2024 |
| Intrepid Capital Management Funds Trust | 0.16% | 1,814,000 | - | - | Dec 31, 2023 |
| OAK ASSOCIATES FUNDS | 0.16% | 177,000 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.16% | 80,096 | - | - | Jan 31, 2024 |
| Collaborative Investment Series Trust | 0.13% | 23,275 | - | - | Dec 31, 2023 |
| John Hancock Funds III | 0.11% | 1,922,414 | -21,012 | -1.08% | Dec 31, 2023 |
| SunAmerica Specialty Series | 0.11% | 58,540 | 32,241 | 122.59% | Apr 30, 2021 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.11% | 33,740 | - | - | Dec 31, 2023 |
| NUVEEN INVESTMENT TRUST | 0.10% | 40,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.10% | 238,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.09% | 800,000 | - | - | Dec 31, 2023 |
| Gabelli Global Small & Mid Cap Value Trust | 0.09% | 8,500 | - | - | Dec 29, 2023 |
| Federated Hermes Index Trust | 0.09% | 19,946 | 1,837 | 10.14% | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.09% | 12,191,000 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.08% | 181,166 | -45,349 | -20.02% | Dec 31, 2023 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.07% | 12,176 | - | - | Dec 31, 2023 |
| ARCHER INVESTMENT SERIES TRUST | 0.07% | 22,000 | - | - | Feb 29, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.07% | 293,311 | -19,918 | -6.36% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.06% | 249,822 | -85,151 | -25.42% | Jan 31, 2024 |
| John Hancock Hedged Equity & Income Fund | 0.06% | 6,366 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.06% | 616,000 | - | - | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.05% | 18,127 | - | - | Dec 31, 2023 |
| SPDR S&P 500 ETF TRUST | 0.05% | 2,080,168 | - | - | Dec 31, 2023 |
| BLACKROCK MID-CAP VALUE SERIES, INC. | 0.05% | 62,528 | - | - | Jan 31, 2024 |
| FRANKLIN FUND ALLOCATOR SERIES | 0.05% | 68,543 | 3,056 | 4.67% | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.05% | 430,000 | - | - | Dec 31, 2023 |
| ROYCE FUND | 0.05% | 285,000 | -200,000 | -41.24% | Dec 31, 2023 |
| FIDELITY CAPITAL TRUST | 0.05% | 483,622 | 20,300 | 4.38% | Jan 31, 2024 |
| Listed Funds Trust | 0.04% | 18,932 | - | - | Feb 29, 2024 |
| SELECT SECTOR SPDR TRUST | 0.04% | 1,174,913 | - | - | Dec 31, 2023 |
| FIDELITY CONTRAFUND | 0.04% | 2,541,560 | - | - | Dec 31, 2023 |
| TrimTabs ETF Trust | 0.04% | 24,044 | 20,228 | 530.08% | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.04% | 90,000 | - | - | Dec 31, 2023 |
| Pacer Funds Trust | 0.03% | 1,641,026 | 12,887 | 0.79% | Jan 31, 2024 |
| FRANK FUNDS | 0.03% | 19,350 | - | - | Dec 31, 2023 |
| VANGUARD QUANTITATIVE FUNDS | 0.03% | 296,600 | 229,100 | 339.41% | Dec 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.03% | 4,640,000 | - | - | Dec 31, 2023 |
| BlackRock ETF Trust | 0.03% | 29,118 | -2,868 | -8.97% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 14,920,999 | 1,817,623 | 13.87% | Dec 31, 2023 |
| STEWARD FUNDS, INC. | 0.03% | 77,362 | 8,370 | 12.13% | Jan 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.03% | 20,599 | - | - | Mar 31, 2024 |
| SSGA FUNDS | 0.03% | 12,851 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.03% | 519,791 | 142,791 | 37.88% | Dec 31, 2023 |
| VANGUARD FENWAY FUNDS | 0.03% | 654,515 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.02% | 166,923 | - | - | Dec 31, 2023 |
| Nushares ETF Trust | 0.02% | 175,981 | -14,888 | -7.80% | Jan 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.02% | 40,000 | - | - | Dec 29, 2023 |
| Humankind Benefit Corp | 0.02% | 485 | -84 | -14.76% | Dec 31, 2023 |
| Calvert Responsible Index Series, Inc. | 0.02% | 35,255 | -1,135 | -3.12% | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.02% | 694 | -195 | -21.93% | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.02% | 140,555 | 21,663 | 18.22% | Aug 31, 2023 |
| Advisers Investment Trust | 0.02% | 573,000 | 25,300 | 4.62% | Dec 29, 2023 |
| SCHWAB STRATEGIC TRUST | 0.02% | 3,655,537 | -51,965 | -1.40% | Feb 29, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 11,342 | -555 | -4.67% | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.02% | 115,720 | 1,255 | 1.10% | Jan 31, 2024 |
| TEMPLETON GLOBAL INVESTMENT TRUST | 0.02% | 53,000 | - | - | Feb 29, 2024 |
| GLENMEDE FUND INC | 0.02% | 161,641 | -77,196 | -32.32% | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.02% | 24,599 | 15,759 | 178.27% | Feb 29, 2024 |
| UNIFIED SERIES TRUST | 0.02% | 69,377 | - | - | Feb 29, 2024 |
| SCHWAB ANNUITY PORTFOLIOS | 0.02% | 5,719 | - | - | Dec 31, 2023 |
| Lattice Strategies Trust | 0.01% | 28,640 | - | - | Dec 31, 2023 |
| GPS Funds II | 0.01% | 144,887 | - | - | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 3,457 | - | - | Dec 31, 2023 |
| PAX WORLD FUNDS SERIES TRUST III | 0.01% | 4,261 | - | - | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.01% | 192,700 | 9,900 | 5.42% | Jan 31, 2024 |
| ALPS ETF Trust | 0.01% | 175,437 | 26,052 | 17.44% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.01% | 74,694 | -7,796 | -9.45% | Mar 31, 2020 |
| Calvert Variable Products, Inc. | 0.01% | 31,780 | -2,373 | -6.95% | Dec 31, 2023 |
| FIDELITY SECURITIES FUND | 0.01% | 1,194,977 | -408,100 | -25.46% | Jan 31, 2024 |
H&R Block's largest mutual fund holder by % of total assets is "THOMPSON IM FUNDS INC", owning 19.16M shares, compromising 1.21% of its total assets.
H&R Block Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 486 | 1.46% |
| 31 Dec, 23 | 479 | 12.44% |
| 30 Sep, 23 | 426 | 5.97% |
| 30 Jun, 23 | 402 | -6.94% |
| 31 Mar, 23 | 432 | -7.30% |
| 31 Dec, 22 | 466 | 0.65% |
| 30 Sep, 22 | 463 | 5.71% |
| 30 Jun, 22 | 438 | 15.26% |
| 31 Mar, 22 | 380 | -3.31% |
| 31 Dec, 21 | 393 | -2.00% |
| 30 Sep, 21 | 401 | 1.26% |
| 30 Jun, 21 | 396 | 4.21% |
| 31 Mar, 21 | 380 | 0.26% |
| 31 Dec, 20 | 379 | -1.04% |
| 30 Sep, 20 | 383 | -2.54% |
| 30 Jun, 20 | 393 | 0.26% |
| 31 Mar, 20 | 392 | -14.22% |
| 31 Dec, 19 | 457 | 2.70% |
| 30 Sep, 19 | 445 | -5.12% |
| 30 Jun, 19 | 469 | 0.43% |
| 31 Mar, 19 | 467 | -2.71% |
| 31 Dec, 18 | 480 | 5.26% |
| 30 Sep, 18 | 456 | -3.18% |
| 30 Jun, 18 | 471 | - |
| 31 Mar, 18 | 471 | 1.07% |
| 31 Dec, 17 | 466 | 3.56% |
| 30 Sep, 17 | 450 | -2.60% |
| 30 Jun, 17 | 462 | 5.48% |
| 31 Mar, 17 | 438 | 2.82% |
| 31 Dec, 16 | 426 | -0.70% |
| 30 Sep, 16 | 429 | 1.90% |
| 30 Jun, 16 | 421 | -4.10% |
| 31 Mar, 16 | 439 | -5.39% |
| 31 Dec, 15 | 464 | -7.57% |
| 30 Sep, 15 | 502 | 5.91% |
| 30 Jun, 15 | 474 | -0.42% |
| 31 Mar, 15 | 476 | 2.81% |
| 31 Dec, 14 | 463 | 0.43% |
| 30 Sep, 14 | 461 | 1.99% |
| 30 Jun, 14 | 452 | 6.35% |
| 31 Mar, 14 | 425 | 1.67% |
| 31 Dec, 13 | 418 | 2.45% |
| 30 Sep, 13 | 408 | 3.82% |
| 30 Jun, 13 | 393 | 115.93% |
| 31 Mar, 13 | 182 | -6.19% |
| 31 Dec, 12 | 194 | 11.49% |
| 30 Sep, 12 | 174 | 1.75% |
| 30 Jun, 12 | 171 | 1.18% |
| 31 Mar, 12 | 169 | 1.20% |
| 31 Dec, 11 | 167 | 26.52% |
| 30 Sep, 11 | 132 | -5.71% |
| 30 Jun, 11 | 140 | 4.48% |
| 31 Mar, 11 | 134 | 0.75% |
| 31 Dec, 10 | 133 | 1.53% |
| 30 Sep, 10 | 131 | 11.02% |
| 30 Jun, 10 | 118 | - |
| 31 Mar, 10 | 118 | 10.28% |
| 31 Dec, 09 | 107 | -6.14% |
| 30 Sep, 09 | 114 | -1.72% |
| 30 Jun, 09 | 116 | 9.43% |
| 31 Mar, 09 | 106 | -5.36% |
| 31 Dec, 08 | 112 | 2.75% |
| 30 Sep, 08 | 109 | 1.87% |
| 30 Jun, 08 | 107 | 13.83% |
| 31 Mar, 08 | 94 | -10.48% |
| 31 Dec, 07 | 105 | 26.51% |
| 30 Sep, 07 | 83 | -1.19% |
| 30 Jun, 07 | 84 | -1.18% |
| 31 Mar, 07 | 85 | -7.61% |
| 31 Dec, 06 | 92 | 13.58% |
| 30 Sep, 06 | 81 | -10.00% |
| 30 Jun, 06 | 90 | -3.23% |
| 31 Mar, 06 | 93 | 2.20% |
| 31 Dec, 05 | 91 | 4.60% |
| 30 Sep, 05 | 87 | -2.25% |
| 30 Jun, 05 | 89 | 17.11% |
| 31 Mar, 05 | 76 | 15.15% |
| 31 Dec, 04 | 66 | -8.33% |
| 30 Sep, 04 | 72 | -1.37% |
| 30 Jun, 04 | 73 | -19.78% |
| 31 Mar, 04 | 91 | 10.98% |
| 31 Dec, 03 | 82 | 9.33% |
| 30 Sep, 03 | 75 | 19.05% |
| 30 Jun, 03 | 63 | -8.70% |
| 31 Mar, 03 | 69 | -6.76% |
| 31 Dec, 02 | 74 | 7.25% |
| 30 Sep, 02 | 69 | 1.47% |
| 30 Jun, 02 | 68 | 19.30% |
| 31 Mar, 02 | 57 | 9.62% |
| 31 Dec, 01 | 52 | - |
| 30 Sep, 01 | 52 | 13.04% |
| 30 Jun, 01 | 46 | 24.32% |
| 31 Mar, 01 | 37 | 5.71% |
| 31 Dec, 00 | 35 | 6.06% |
| 30 Sep, 00 | 33 | -15.38% |
| 30 Jun, 00 | 39 | 14.71% |
| 31 Mar, 00 | 34 | - |
| 31 Dec, 99 | 34 | -8.11% |
| 30 Sep, 99 | 37 | 15.63% |
| 30 Jun, 99 | 32 | 10.34% |
| 31 Mar, 99 | 29 | 2800.00% |
| 31 Dec, 98 | 1 | - |
As of 31 Mar 24, 486 institutions are holding H&R Block's shares, representing an increase of 1.46% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 125,796,475 | 0.14% |
| 31 Dec, 23 | 125,621,773 | -3.75% |
| 30 Sep, 23 | 130,519,718 | -2.10% |
| 30 Jun, 23 | 133,317,970 | -6.96% |
| 31 Mar, 23 | 143,290,160 | 0.38% |
| 31 Dec, 22 | 142,744,500 | 4.08% |
| 30 Sep, 22 | 137,152,431 | -1.08% |
| 30 Jun, 22 | 138,655,686 | -0.15% |
| 31 Mar, 22 | 138,869,459 | -2.44% |
| 31 Dec, 21 | 142,349,276 | -3.71% |
| 30 Sep, 21 | 147,838,932 | -2.24% |
| 30 Jun, 21 | 151,222,827 | -1.19% |
| 31 Mar, 21 | 153,048,640 | -4.47% |
| 31 Dec, 20 | 160,210,053 | -5.10% |
| 30 Sep, 20 | 168,822,397 | -7.82% |
| 30 Jun, 20 | 183,142,693 | -2.28% |
| 31 Mar, 20 | 187,414,404 | -3.01% |
| 31 Dec, 19 | 193,229,572 | -6.94% |
| 30 Sep, 19 | 207,650,483 | -1.27% |
| 30 Jun, 19 | 210,331,091 | 0.92% |
| 31 Mar, 19 | 208,417,582 | 3.44% |
| 31 Dec, 18 | 201,479,168 | 2.63% |
| 30 Sep, 18 | 196,321,581 | -0.81% |
| 30 Jun, 18 | 197,932,945 | -4.15% |
| 31 Mar, 18 | 206,497,138 | -1.39% |
| 31 Dec, 17 | 209,400,802 | 3.37% |
| 30 Sep, 17 | 202,580,873 | 5.37% |
| 30 Jun, 17 | 192,258,703 | -1.63% |
| 31 Mar, 17 | 195,435,154 | 1.40% |
| 31 Dec, 16 | 192,741,224 | -5.27% |
| 30 Sep, 16 | 203,459,336 | -1.17% |
| 30 Jun, 16 | 205,875,233 | 0.36% |
| 31 Mar, 16 | 205,138,405 | 2.49% |
| 31 Dec, 15 | 200,145,029 | -22.21% |
| 30 Sep, 15 | 257,287,879 | 6.81% |
| 30 Jun, 15 | 240,884,096 | -0.50% |
| 31 Mar, 15 | 242,091,652 | -0.06% |
| 31 Dec, 14 | 242,237,060 | 1.80% |
| 30 Sep, 14 | 237,958,288 | 0.78% |
| 30 Jun, 14 | 236,119,633 | 0.06% |
| 31 Mar, 14 | 235,969,486 | 1.17% |
| 31 Dec, 13 | 233,240,815 | -1.95% |
| 30 Sep, 13 | 237,884,948 | 3.07% |
| 30 Jun, 13 | 230,809,409 | 78.52% |
| 31 Mar, 13 | 129,291,832 | 39.15% |
| 31 Dec, 12 | 92,912,206 | -20.17% |
| 30 Sep, 12 | 116,394,057 | -17.14% |
| 30 Jun, 12 | 140,463,874 | -3.85% |
| 31 Mar, 12 | 146,086,336 | 4.86% |
| 31 Dec, 11 | 139,309,146 | 13.36% |
| 30 Sep, 11 | 122,893,729 | -15.50% |
| 30 Jun, 11 | 145,430,076 | 23.17% |
| 31 Mar, 11 | 118,075,952 | 17.56% |
| 31 Dec, 10 | 100,437,530 | 6.12% |
| 30 Sep, 10 | 94,647,729 | 6.34% |
| 30 Jun, 10 | 89,007,641 | 19.10% |
| 31 Mar, 10 | 74,732,601 | -25.90% |
| 31 Dec, 09 | 100,848,903 | -4.91% |
| 30 Sep, 09 | 106,054,312 | 13.88% |
| 30 Jun, 09 | 93,129,944 | -18.16% |
| 31 Mar, 09 | 113,790,830 | 18.63% |
| 31 Dec, 08 | 95,923,631 | 30.31% |
| 30 Sep, 08 | 73,613,075 | 17.79% |
| 30 Jun, 08 | 62,495,417 | -3.34% |
| 31 Mar, 08 | 64,656,964 | -33.11% |
| 31 Dec, 07 | 96,656,751 | 4.55% |
| 30 Sep, 07 | 92,450,507 | -22.30% |
| 30 Jun, 07 | 118,984,401 | 258.69% |
| 31 Mar, 07 | 33,171,827 | -69.71% |
| 31 Dec, 06 | 109,502,111 | -2.85% |
| 30 Sep, 06 | 112,710,998 | 18.83% |
| 30 Jun, 06 | 94,852,788 | 33.13% |
| 31 Mar, 06 | 71,249,675 | -81.93% |
| 31 Dec, 05 | 394,318,201 | 474.27% |
| 30 Sep, 05 | 68,663,780 | 403.06% |
| 30 Jun, 05 | 13,649,119 | 4.22% |
| 31 Mar, 05 | 13,096,694 | 58.46% |
| 31 Dec, 04 | 8,264,757 | -29.68% |
| 30 Sep, 04 | 11,753,028 | 11.26% |
| 30 Jun, 04 | 10,563,657 | -18.02% |
| 31 Mar, 04 | 12,886,164 | 5.54% |
| 31 Dec, 03 | 12,209,317 | -25.71% |
| 30 Sep, 03 | 16,434,789 | 40.07% |
| 30 Jun, 03 | 11,733,264 | -8.03% |
| 31 Mar, 03 | 12,757,906 | -19.94% |
| 31 Dec, 02 | 15,935,950 | 39.68% |
| 30 Sep, 02 | 11,408,925 | -17.47% |
| 30 Jun, 02 | 13,824,189 | -5.99% |
| 31 Mar, 02 | 14,704,743 | -1.75% |
| 31 Dec, 01 | 14,967,231 | 17.86% |
| 30 Sep, 01 | 12,698,874 | 17.19% |
| 30 Jun, 01 | 10,836,423 | 12.24% |
| 31 Mar, 01 | 9,654,749 | -40.82% |
| 31 Dec, 00 | 16,313,006 | 2.75% |
| 30 Sep, 00 | 15,876,063 | -19.68% |
| 30 Jun, 00 | 19,766,492 | -22.33% |
| 31 Mar, 00 | 25,448,945 | 20.85% |
| 31 Dec, 99 | 21,057,631 | -13.65% |
| 30 Sep, 99 | 24,386,477 | -4.53% |
| 30 Jun, 99 | 25,544,004 | 7.24% |
| 31 Mar, 99 | 23,819,831 | 203645.03% |
| 31 Dec, 98 | 11,691 | - |
H&R Block (HRB) has 125.80M shares outstanding as of 31 Mar 24, up 0.14% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 86.00% | 1.17% |
| 31 Dec, 23 | 85.88% | 1.20% |
| 30 Sep, 23 | 84.48% | 1.10% |
| 30 Jun, 23 | 87.55% | 0.99% |
| 31 Mar, 23 | 94.09% | 1.10% |
| 31 Dec, 22 | 92.62% | 1.25% |
| 30 Sep, 22 | 86.11% | 1.15% |
| 30 Jun, 22 | 86.70% | 1.19% |
| 31 Mar, 22 | 85.31% | 1.26% |
| 31 Dec, 21 | 82.15% | 1.00% |
| 30 Sep, 21 | 90.82% | 1.39% |
| 30 Jun, 21 | 80.94% | 1.21% |
| 31 Mar, 21 | 81.92% | 1.07% |
| 31 Dec, 20 | 87.34% | 1.02% |
| 30 Sep, 20 | 92.66% | 1.04% |
| 30 Jun, 20 | 94.32% | 1.04% |
| 31 Mar, 20 | 95.28% | 0.96% |
| 31 Dec, 19 | 99.56% | 0.86% |
| 30 Sep, 19 | 107.88% | 1.00% |
| 30 Jun, 19 | 104.11% | 1.01% |
| 31 Mar, 19 | 101.48% | 1.06% |
| 31 Dec, 18 | 98.03% | 1.04% |
| 30 Sep, 18 | 96.87% | 1.07% |
| 30 Jun, 18 | 95.31% | 0.97% |
| 31 Mar, 18 | 98.89% | 0.99% |
| 31 Dec, 17 | 100.15% | 1.07% |
| 30 Sep, 17 | 96.82% | 1.13% |
| 30 Jun, 17 | 92.46% | 1.10% |
| 31 Mar, 17 | 91.84% | 1.07% |
| 31 Dec, 16 | 92.73% | 0.96% |
| 30 Sep, 16 | 98.21% | 1.13% |
| 30 Jun, 16 | 93.37% | 1.38% |
| 31 Mar, 16 | 82.38% | 1.11% |
| 31 Dec, 15 | 86.31% | 0.64% |
| 30 Sep, 15 | 115.84% | 1.53% |
| 30 Jun, 15 | 87.02% | 1.12% |
| 31 Mar, 15 | 88.02% | 1.21% |
| 31 Dec, 14 | 85.23% | 1.15% |
| 30 Sep, 14 | 85.96% | 1.18% |
| 30 Jun, 14 | 85.32% | 1.15% |
| 31 Mar, 14 | 86.15% | 1.19% |
| 31 Dec, 13 | 85.09% | 1.13% |
| 30 Sep, 13 | 86.75% | 1.22% |
| 30 Jun, 13 | 84.16% | 3.75% |
| 31 Mar, 13 | 47.35% | 4.04% |
| 31 Dec, 12 | 34.22% | 1.87% |
| 30 Sep, 12 | 42.73% | 1.66% |
| 30 Jun, 12 | 50.68% | 2.11% |
| 31 Mar, 12 | 49.04% | 2.17% |
| 31 Dec, 11 | 47.55% | 2.70% |
| 30 Sep, 11 | 41.93% | 1.85% |
| 30 Jun, 11 | 47.61% | 3.26% |
| 31 Mar, 11 | 38.18% | 3.52% |
| 31 Dec, 10 | 32.91% | 3.43% |
| 30 Sep, 10 | 30.98% | 4.00% |
| 30 Jun, 10 | 27.84% | 5.61% |
| 31 Mar, 10 | 22.29% | 2.43% |
| 31 Dec, 09 | 30.29% | 2.75% |
| 30 Sep, 09 | 33.17% | 4.28% |
| 30 Jun, 09 | 27.84% | 2.38% |
| 31 Mar, 09 | 34.19% | 4.23% |
| 31 Dec, 08 | 28.44% | 5.87% |
| 30 Sep, 08 | 22.00% | 6.03% |
| 30 Jun, 08 | 19.10% | 4.82% |
| 31 Mar, 08 | 19.90% | 2.25% |
| 31 Dec, 07 | 29.73% | 3.72% |
| 30 Sep, 07 | 28.26% | 2.09% |
| 30 Jun, 07 | 36.74% | 34.56% |
| 31 Mar, 07 | 10.31% | 0.89% |
| 31 Dec, 06 | 33.97% | 2.80% |
| 30 Sep, 06 | 34.80% | 4.05% |
| 30 Jun, 06 | 29.31% | 6.25% |
| 31 Mar, 06 | 21.65% | 0.15% |
| 31 Dec, 05 | 120.48% | 26.77% |
| 30 Sep, 05 | 21.21% | 112.78% |
| 30 Jun, 05 | 4.34% | 26.91% |
| 31 Mar, 05 | 4.01% | 63.02% |
| 31 Dec, 04 | 2.52% | 18.10% |
| 30 Sep, 04 | 3.73% | 38.48% |
| 30 Jun, 04 | 3.12% | 23.54% |
| 31 Mar, 04 | 3.64% | 30.88% |
| 31 Dec, 03 | 3.43% | 14.61% |
| 30 Sep, 03 | 4.85% | 43.80% |
| 30 Jun, 03 | 3.33% | 26.16% |
| 31 Mar, 03 | 3.57% | 17.96% |
| 31 Dec, 02 | 4.46% | 42.60% |
| 30 Sep, 02 | 3.23% | 22.23% |
| 30 Jun, 02 | 3.81% | 23.51% |
| 31 Mar, 02 | 4.03% | 24.64% |
| 31 Dec, 01 | 4.04% | 32.93% |
| 30 Sep, 01 | 3.50% | 40.35% |
| 30 Jun, 01 | 2.95% | 42.26% |
| 31 Mar, 01 | 2.64% | 14.05% |
| 31 Dec, 00 | 4.33% | 23.25% |
| 30 Sep, 00 | 4.32% | 15.38% |
| 30 Jun, 00 | 5.30% | 12.52% |
| 31 Mar, 00 | 6.50% | 22.71% |
| 31 Dec, 99 | 5.35% | 12.52% |
| 30 Sep, 99 | 6.54% | 15.31% |
| 30 Jun, 99 | 6.54% | 18.32% |
| 31 Mar, 99 | 5.97% | 66399123.33% |
| 31 Dec, 98 | 0.00% | - |
As of 31 Mar 24, H&R Block is held by 86.00% institutional shareholders, representing a 1.17% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 219 | -2.23% |
| 31 Dec, 23 | 224 | 14.29% |
| 30 Sep, 23 | 196 | 14.62% |
| 30 Jun, 23 | 171 | -7.57% |
| 31 Mar, 23 | 185 | -17.41% |
| 31 Dec, 22 | 224 | 11.44% |
| 30 Sep, 22 | 201 | -10.27% |
| 30 Jun, 22 | 224 | 43.59% |
| 31 Mar, 22 | 156 | -8.24% |
| 31 Dec, 21 | 170 | 1.80% |
| 30 Sep, 21 | 167 | 1.83% |
| 30 Jun, 21 | 164 | -1.80% |
| 31 Mar, 21 | 167 | 8.44% |
| 31 Dec, 20 | 154 | -14.44% |
| 30 Sep, 20 | 180 | -1.64% |
| 30 Jun, 20 | 183 | 8.28% |
| 31 Mar, 20 | 169 | -11.98% |
| 31 Dec, 19 | 192 | 4.35% |
| 30 Sep, 19 | 184 | -8.00% |
| 30 Jun, 19 | 200 | -16.32% |
| 31 Mar, 19 | 239 | 10.65% |
| 31 Dec, 18 | 216 | 15.51% |
| 30 Sep, 18 | 187 | -5.08% |
| 30 Jun, 18 | 197 | -6.19% |
| 31 Mar, 18 | 210 | -9.48% |
| 31 Dec, 17 | 232 | 16.58% |
| 30 Sep, 17 | 199 | -8.29% |
| 30 Jun, 17 | 217 | 0.93% |
| 31 Mar, 17 | 215 | 11.40% |
| 31 Dec, 16 | 193 | 1.58% |
| 30 Sep, 16 | 190 | -10.80% |
| 30 Jun, 16 | 213 | -1.39% |
| 31 Mar, 16 | 216 | 29.34% |
| 31 Dec, 15 | 167 | -28.63% |
| 30 Sep, 15 | 234 | -1.27% |
| 30 Jun, 15 | 237 | 5.80% |
| 31 Mar, 15 | 224 | 4.19% |
| 31 Dec, 14 | 215 | 0.47% |
| 30 Sep, 14 | 214 | 2.88% |
| 30 Jun, 14 | 208 | 23.08% |
| 31 Mar, 14 | 169 | 6.96% |
| 31 Dec, 13 | 158 | -18.97% |
| 30 Sep, 13 | 195 | -30.11% |
| 30 Jun, 13 | 279 | 236.14% |
| 31 Mar, 13 | 83 | -18.63% |
| 31 Dec, 12 | 102 | 18.60% |
| 30 Sep, 12 | 86 | 4.88% |
| 30 Jun, 12 | 82 | -2.38% |
| 31 Mar, 12 | 84 | -1.18% |
| 31 Dec, 11 | 85 | 28.79% |
| 30 Sep, 11 | 66 | -4.35% |
| 30 Jun, 11 | 69 | 7.81% |
| 31 Mar, 11 | 64 | -8.57% |
| 31 Dec, 10 | 70 | 1.45% |
| 30 Sep, 10 | 69 | -2.82% |
| 30 Jun, 10 | 71 | -2.74% |
| 31 Mar, 10 | 73 | 73.81% |
| 31 Dec, 09 | 42 | -28.81% |
| 30 Sep, 09 | 59 | -9.23% |
| 30 Jun, 09 | 65 | -2.99% |
| 31 Mar, 09 | 67 | -5.63% |
| 31 Dec, 08 | 71 | 7.58% |
| 30 Sep, 08 | 66 | 17.86% |
| 30 Jun, 08 | 56 | 19.15% |
| 31 Mar, 08 | 47 | -12.96% |
| 31 Dec, 07 | 54 | 25.58% |
| 30 Sep, 07 | 43 | 10.26% |
| 30 Jun, 07 | 39 | -18.75% |
| 31 Mar, 07 | 48 | -11.11% |
| 31 Dec, 06 | 54 | 28.57% |
| 30 Sep, 06 | 42 | 2.44% |
| 30 Jun, 06 | 41 | -26.79% |
| 31 Mar, 06 | 56 | 7.69% |
| 31 Dec, 05 | 52 | -34.18% |
| 30 Sep, 05 | 79 | 58.00% |
| 30 Jun, 05 | 50 | 13.64% |
| 31 Mar, 05 | 44 | 37.50% |
| 31 Dec, 04 | 32 | -5.88% |
| 30 Sep, 04 | 34 | -8.11% |
| 30 Jun, 04 | 37 | -28.85% |
| 31 Mar, 04 | 52 | 8.33% |
| 31 Dec, 03 | 48 | 9.09% |
| 30 Sep, 03 | 44 | 25.71% |
| 30 Jun, 03 | 35 | -5.41% |
| 31 Mar, 03 | 37 | -27.45% |
| 31 Dec, 02 | 51 | 34.21% |
| 30 Sep, 02 | 38 | -11.63% |
| 30 Jun, 02 | 43 | 30.30% |
| 31 Mar, 02 | 33 | 37.50% |
| 31 Dec, 01 | 24 | -47.83% |
| 30 Sep, 01 | 46 | 64.29% |
| 30 Jun, 01 | 28 | 55.56% |
| 31 Mar, 01 | 18 | -10.00% |
| 31 Dec, 00 | 20 | 66.67% |
| 30 Sep, 00 | 12 | -45.45% |
| 30 Jun, 00 | 22 | 4.76% |
| 31 Mar, 00 | 21 | 23.53% |
| 31 Dec, 99 | 17 | -5.56% |
| 30 Sep, 99 | 18 | - |
| 30 Jun, 99 | 18 | -35.71% |
| 31 Mar, 99 | 28 | 2700.00% |
| 31 Dec, 98 | 1 | - |
219 institutional shareholders have increased their position in HRB stock as of 31 Mar 24 compared to 224 in the previous quarter (a -2.23% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 170 | 6.92% |
| 31 Dec, 23 | 159 | 12.77% |
| 30 Sep, 23 | 141 | -10.76% |
| 30 Jun, 23 | 158 | -5.95% |
| 31 Mar, 23 | 168 | 7.69% |
| 31 Dec, 22 | 156 | -14.29% |
| 30 Sep, 22 | 182 | 27.27% |
| 30 Jun, 22 | 143 | 1.42% |
| 31 Mar, 22 | 141 | - |
| 31 Dec, 21 | 141 | 1.44% |
| 30 Sep, 21 | 139 | -6.08% |
| 30 Jun, 21 | 148 | 14.73% |
| 31 Mar, 21 | 129 | -13.42% |
| 31 Dec, 20 | 149 | 6.43% |
| 30 Sep, 20 | 140 | -0.71% |
| 30 Jun, 20 | 141 | -4.08% |
| 31 Mar, 20 | 147 | -18.33% |
| 31 Dec, 19 | 180 | 7.78% |
| 30 Sep, 19 | 167 | -4.02% |
| 30 Jun, 19 | 174 | 23.40% |
| 31 Mar, 19 | 141 | -9.62% |
| 31 Dec, 18 | 156 | -5.45% |
| 30 Sep, 18 | 165 | 1.85% |
| 30 Jun, 18 | 162 | 1.89% |
| 31 Mar, 18 | 159 | 14.39% |
| 31 Dec, 17 | 139 | -8.55% |
| 30 Sep, 17 | 152 | -1.94% |
| 30 Jun, 17 | 155 | 22.05% |
| 31 Mar, 17 | 127 | -15.33% |
| 31 Dec, 16 | 150 | 4.90% |
| 30 Sep, 16 | 143 | 11.72% |
| 30 Jun, 16 | 128 | -10.49% |
| 31 Mar, 16 | 143 | -31.90% |
| 31 Dec, 15 | 210 | 30.43% |
| 30 Sep, 15 | 161 | 15.83% |
| 30 Jun, 15 | 139 | -11.46% |
| 31 Mar, 15 | 157 | 6.08% |
| 31 Dec, 14 | 148 | 7.25% |
| 30 Sep, 14 | 138 | -2.82% |
| 30 Jun, 14 | 142 | -11.80% |
| 31 Mar, 14 | 161 | -4.73% |
| 31 Dec, 13 | 169 | 27.07% |
| 30 Sep, 13 | 133 | 114.52% |
| 30 Jun, 13 | 62 | -16.22% |
| 31 Mar, 13 | 74 | 27.59% |
| 31 Dec, 12 | 58 | 7.41% |
| 30 Sep, 12 | 54 | -5.26% |
| 30 Jun, 12 | 57 | -1.72% |
| 31 Mar, 12 | 58 | 11.54% |
| 31 Dec, 11 | 52 | 40.54% |
| 30 Sep, 11 | 37 | -21.28% |
| 30 Jun, 11 | 47 | 14.63% |
| 31 Mar, 11 | 41 | 2.50% |
| 31 Dec, 10 | 40 | 5.26% |
| 30 Sep, 10 | 38 | 18.75% |
| 30 Jun, 10 | 32 | 33.33% |
| 31 Mar, 10 | 24 | -45.45% |
| 31 Dec, 09 | 44 | 29.41% |
| 30 Sep, 09 | 34 | - |
| 30 Jun, 09 | 34 | 47.83% |
| 31 Mar, 09 | 23 | -17.86% |
| 31 Dec, 08 | 28 | 16.67% |
| 30 Sep, 08 | 24 | -11.11% |
| 30 Jun, 08 | 27 | -3.57% |
| 31 Mar, 08 | 28 | -22.22% |
| 31 Dec, 07 | 36 | 44.00% |
| 30 Sep, 07 | 25 | -7.41% |
| 30 Jun, 07 | 27 | 35.00% |
| 31 Mar, 07 | 20 | -20.00% |
| 31 Dec, 06 | 25 | 8.70% |
| 30 Sep, 06 | 23 | -36.11% |
| 30 Jun, 06 | 36 | 38.46% |
| 31 Mar, 06 | 26 | - |
| 31 Dec, 05 | 26 | 333.33% |
| 30 Sep, 05 | 6 | -75.00% |
| 30 Jun, 05 | 24 | 14.29% |
| 31 Mar, 05 | 21 | 5.00% |
| 31 Dec, 04 | 20 | -37.50% |
| 30 Sep, 04 | 32 | 10.34% |
| 30 Jun, 04 | 29 | 11.54% |
| 31 Mar, 04 | 26 | 4.00% |
| 31 Dec, 03 | 25 | 4.17% |
| 30 Sep, 03 | 24 | 20.00% |
| 30 Jun, 03 | 20 | -13.04% |
| 31 Mar, 03 | 23 | 27.78% |
| 31 Dec, 02 | 18 | -25.00% |
| 30 Sep, 02 | 24 | 14.29% |
| 30 Jun, 02 | 21 | 10.53% |
| 31 Mar, 02 | 19 | -5.00% |
| 31 Dec, 01 | 20 | 400.00% |
| 30 Sep, 01 | 4 | -69.23% |
| 30 Jun, 01 | 13 | -23.53% |
| 31 Mar, 01 | 17 | 70.00% |
| 31 Dec, 00 | 10 | -41.18% |
| 30 Sep, 00 | 17 | 41.67% |
| 30 Jun, 00 | 12 | 33.33% |
| 31 Mar, 00 | 9 | -18.18% |
| 31 Dec, 99 | 11 | -15.38% |
| 30 Sep, 99 | 13 | 62.50% |
| 30 Jun, 99 | 8 | 700.00% |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
170 institutional shareholders have reduced their position in HRB stock as of 31 Mar 24 compared to 159 in the previous quarter (a 6.92% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 486 | 1.46% | 125,796,475 | 0.14% | 86.00% | 1.17% | 219 | -2.23% | 170 | 6.92% |
| 31 Dec, 23 | 479 | 12.44% | 125,621,773 | -3.75% | 85.88% | 1.20% | 224 | 14.29% | 159 | 12.77% |
| 30 Sep, 23 | 426 | 5.97% | 130,519,718 | -2.10% | 84.48% | 1.10% | 196 | 14.62% | 141 | -10.76% |
| 30 Jun, 23 | 402 | -6.94% | 133,317,970 | -6.96% | 87.55% | 0.99% | 171 | -7.57% | 158 | -5.95% |
| 31 Mar, 23 | 432 | -7.30% | 143,290,160 | 0.38% | 94.09% | 1.10% | 185 | -17.41% | 168 | 7.69% |
| 31 Dec, 22 | 466 | 0.65% | 142,744,500 | 4.08% | 92.62% | 1.25% | 224 | 11.44% | 156 | -14.29% |
| 30 Sep, 22 | 463 | 5.71% | 137,152,431 | -1.08% | 86.11% | 1.15% | 201 | -10.27% | 182 | 27.27% |
| 30 Jun, 22 | 438 | 15.26% | 138,655,686 | -0.15% | 86.70% | 1.19% | 224 | 43.59% | 143 | 1.42% |
| 31 Mar, 22 | 380 | -3.31% | 138,869,459 | -2.44% | 85.31% | 1.26% | 156 | -8.24% | 141 | - |
| 31 Dec, 21 | 393 | -2.00% | 142,349,276 | -3.71% | 82.15% | 1.00% | 170 | 1.80% | 141 | 1.44% |
| 30 Sep, 21 | 401 | 1.26% | 147,838,932 | -2.24% | 90.82% | 1.39% | 167 | 1.83% | 139 | -6.08% |
| 30 Jun, 21 | 396 | 4.21% | 151,222,827 | -1.19% | 80.94% | 1.21% | 164 | -1.80% | 148 | 14.73% |
| 31 Mar, 21 | 380 | 0.26% | 153,048,640 | -4.47% | 81.92% | 1.07% | 167 | 8.44% | 129 | -13.42% |
| 31 Dec, 20 | 379 | -1.04% | 160,210,053 | -5.10% | 87.34% | 1.02% | 154 | -14.44% | 149 | 6.43% |
| 30 Sep, 20 | 383 | -2.54% | 168,822,397 | -7.82% | 92.66% | 1.04% | 180 | -1.64% | 140 | -0.71% |
| 30 Jun, 20 | 393 | 0.26% | 183,142,693 | -2.28% | 94.32% | 1.04% | 183 | 8.28% | 141 | -4.08% |
| 31 Mar, 20 | 392 | -14.22% | 187,414,404 | -3.01% | 95.28% | 0.96% | 169 | -11.98% | 147 | -18.33% |
| 31 Dec, 19 | 457 | 2.70% | 193,229,572 | -6.94% | 99.56% | 0.86% | 192 | 4.35% | 180 | 7.78% |
| 30 Sep, 19 | 445 | -5.12% | 207,650,483 | -1.27% | 107.88% | 1.00% | 184 | -8.00% | 167 | -4.02% |
| 30 Jun, 19 | 469 | 0.43% | 210,331,091 | 0.92% | 104.11% | 1.01% | 200 | -16.32% | 174 | 23.40% |
| 31 Mar, 19 | 467 | -2.71% | 208,417,582 | 3.44% | 101.48% | 1.06% | 239 | 10.65% | 141 | -9.62% |
| 31 Dec, 18 | 480 | 5.26% | 201,479,168 | 2.63% | 98.03% | 1.04% | 216 | 15.51% | 156 | -5.45% |
| 30 Sep, 18 | 456 | -3.18% | 196,321,581 | -0.81% | 96.87% | 1.07% | 187 | -5.08% | 165 | 1.85% |
| 30 Jun, 18 | 471 | - | 197,932,945 | -4.15% | 95.31% | 0.97% | 197 | -6.19% | 162 | 1.89% |
| 31 Mar, 18 | 471 | 1.07% | 206,497,138 | -1.39% | 98.89% | 0.99% | 210 | -9.48% | 159 | 14.39% |
| 31 Dec, 17 | 466 | 3.56% | 209,400,802 | 3.37% | 100.15% | 1.07% | 232 | 16.58% | 139 | -8.55% |
| 30 Sep, 17 | 450 | -2.60% | 202,580,873 | 5.37% | 96.82% | 1.13% | 199 | -8.29% | 152 | -1.94% |
| 30 Jun, 17 | 462 | 5.48% | 192,258,703 | -1.63% | 92.46% | 1.10% | 217 | 0.93% | 155 | 22.05% |
| 31 Mar, 17 | 438 | 2.82% | 195,435,154 | 1.40% | 91.84% | 1.07% | 215 | 11.40% | 127 | -15.33% |
| 31 Dec, 16 | 426 | -0.70% | 192,741,224 | -5.27% | 92.73% | 0.96% | 193 | 1.58% | 150 | 4.90% |
| 30 Sep, 16 | 429 | 1.90% | 203,459,336 | -1.17% | 98.21% | 1.13% | 190 | -10.80% | 143 | 11.72% |
| 30 Jun, 16 | 421 | -4.10% | 205,875,233 | 0.36% | 93.37% | 1.38% | 213 | -1.39% | 128 | -10.49% |
| 31 Mar, 16 | 439 | -5.39% | 205,138,405 | 2.49% | 82.38% | 1.11% | 216 | 29.34% | 143 | -31.90% |
| 31 Dec, 15 | 464 | -7.57% | 200,145,029 | -22.21% | 86.31% | 0.64% | 167 | -28.63% | 210 | 30.43% |
| 30 Sep, 15 | 502 | 5.91% | 257,287,879 | 6.81% | 115.84% | 1.53% | 234 | -1.27% | 161 | 15.83% |
| 30 Jun, 15 | 474 | -0.42% | 240,884,096 | -0.50% | 87.02% | 1.12% | 237 | 5.80% | 139 | -11.46% |
| 31 Mar, 15 | 476 | 2.81% | 242,091,652 | -0.06% | 88.02% | 1.21% | 224 | 4.19% | 157 | 6.08% |
| 31 Dec, 14 | 463 | 0.43% | 242,237,060 | 1.80% | 85.23% | 1.15% | 215 | 0.47% | 148 | 7.25% |
| 30 Sep, 14 | 461 | 1.99% | 237,958,288 | 0.78% | 85.96% | 1.18% | 214 | 2.88% | 138 | -2.82% |
| 30 Jun, 14 | 452 | 6.35% | 236,119,633 | 0.06% | 85.32% | 1.15% | 208 | 23.08% | 142 | -11.80% |
| 31 Mar, 14 | 425 | 1.67% | 235,969,486 | 1.17% | 86.15% | 1.19% | 169 | 6.96% | 161 | -4.73% |
| 31 Dec, 13 | 418 | 2.45% | 233,240,815 | -1.95% | 85.09% | 1.13% | 158 | -18.97% | 169 | 27.07% |
| 30 Sep, 13 | 408 | 3.82% | 237,884,948 | 3.07% | 86.75% | 1.22% | 195 | -30.11% | 133 | 114.52% |
| 30 Jun, 13 | 393 | 115.93% | 230,809,409 | 78.52% | 84.16% | 3.75% | 279 | 236.14% | 62 | -16.22% |
| 31 Mar, 13 | 182 | -6.19% | 129,291,832 | 39.15% | 47.35% | 4.04% | 83 | -18.63% | 74 | 27.59% |
| 31 Dec, 12 | 194 | 11.49% | 92,912,206 | -20.17% | 34.22% | 1.87% | 102 | 18.60% | 58 | 7.41% |
| 30 Sep, 12 | 174 | 1.75% | 116,394,057 | -17.14% | 42.73% | 1.66% | 86 | 4.88% | 54 | -5.26% |
| 30 Jun, 12 | 171 | 1.18% | 140,463,874 | -3.85% | 50.68% | 2.11% | 82 | -2.38% | 57 | -1.72% |
| 31 Mar, 12 | 169 | 1.20% | 146,086,336 | 4.86% | 49.04% | 2.17% | 84 | -1.18% | 58 | 11.54% |
| 31 Dec, 11 | 167 | 26.52% | 139,309,146 | 13.36% | 47.55% | 2.70% | 85 | 28.79% | 52 | 40.54% |
| 30 Sep, 11 | 132 | -5.71% | 122,893,729 | -15.50% | 41.93% | 1.85% | 66 | -4.35% | 37 | -21.28% |
| 30 Jun, 11 | 140 | 4.48% | 145,430,076 | 23.17% | 47.61% | 3.26% | 69 | 7.81% | 47 | 14.63% |
| 31 Mar, 11 | 134 | 0.75% | 118,075,952 | 17.56% | 38.18% | 3.52% | 64 | -8.57% | 41 | 2.50% |
| 31 Dec, 10 | 133 | 1.53% | 100,437,530 | 6.12% | 32.91% | 3.43% | 70 | 1.45% | 40 | 5.26% |
| 30 Sep, 10 | 131 | 11.02% | 94,647,729 | 6.34% | 30.98% | 4.00% | 69 | -2.82% | 38 | 18.75% |
| 30 Jun, 10 | 118 | - | 89,007,641 | 19.10% | 27.84% | 5.61% | 71 | -2.74% | 32 | 33.33% |
| 31 Mar, 10 | 118 | 10.28% | 74,732,601 | -25.90% | 22.29% | 2.43% | 73 | 73.81% | 24 | -45.45% |
| 31 Dec, 09 | 107 | -6.14% | 100,848,903 | -4.91% | 30.29% | 2.75% | 42 | -28.81% | 44 | 29.41% |
| 30 Sep, 09 | 114 | -1.72% | 106,054,312 | 13.88% | 33.17% | 4.28% | 59 | -9.23% | 34 | - |
| 30 Jun, 09 | 116 | 9.43% | 93,129,944 | -18.16% | 27.84% | 2.38% | 65 | -2.99% | 34 | 47.83% |
| 31 Mar, 09 | 106 | -5.36% | 113,790,830 | 18.63% | 34.19% | 4.23% | 67 | -5.63% | 23 | -17.86% |
| 31 Dec, 08 | 112 | 2.75% | 95,923,631 | 30.31% | 28.44% | 5.87% | 71 | 7.58% | 28 | 16.67% |
| 30 Sep, 08 | 109 | 1.87% | 73,613,075 | 17.79% | 22.00% | 6.03% | 66 | 17.86% | 24 | -11.11% |
| 30 Jun, 08 | 107 | 13.83% | 62,495,417 | -3.34% | 19.10% | 4.82% | 56 | 19.15% | 27 | -3.57% |
| 31 Mar, 08 | 94 | -10.48% | 64,656,964 | -33.11% | 19.90% | 2.25% | 47 | -12.96% | 28 | -22.22% |
| 31 Dec, 07 | 105 | 26.51% | 96,656,751 | 4.55% | 29.73% | 3.72% | 54 | 25.58% | 36 | 44.00% |
| 30 Sep, 07 | 83 | -1.19% | 92,450,507 | -22.30% | 28.26% | 2.09% | 43 | 10.26% | 25 | -7.41% |
| 30 Jun, 07 | 84 | -1.18% | 118,984,401 | 258.69% | 36.74% | 34.56% | 39 | -18.75% | 27 | 35.00% |
| 31 Mar, 07 | 85 | -7.61% | 33,171,827 | -69.71% | 10.31% | 0.89% | 48 | -11.11% | 20 | -20.00% |
| 31 Dec, 06 | 92 | 13.58% | 109,502,111 | -2.85% | 33.97% | 2.80% | 54 | 28.57% | 25 | 8.70% |
| 30 Sep, 06 | 81 | -10.00% | 112,710,998 | 18.83% | 34.80% | 4.05% | 42 | 2.44% | 23 | -36.11% |
| 30 Jun, 06 | 90 | -3.23% | 94,852,788 | 33.13% | 29.31% | 6.25% | 41 | -26.79% | 36 | 38.46% |
| 31 Mar, 06 | 93 | 2.20% | 71,249,675 | -81.93% | 21.65% | 0.15% | 56 | 7.69% | 26 | - |
| 31 Dec, 05 | 91 | 4.60% | 394,318,201 | 474.27% | 120.48% | 26.77% | 52 | -34.18% | 26 | 333.33% |
| 30 Sep, 05 | 87 | -2.25% | 68,663,780 | 403.06% | 21.21% | 112.78% | 79 | 58.00% | 6 | -75.00% |
| 30 Jun, 05 | 89 | 17.11% | 13,649,119 | 4.22% | 4.34% | 26.91% | 50 | 13.64% | 24 | 14.29% |
| 31 Mar, 05 | 76 | 15.15% | 13,096,694 | 58.46% | 4.01% | 63.02% | 44 | 37.50% | 21 | 5.00% |
| 31 Dec, 04 | 66 | -8.33% | 8,264,757 | -29.68% | 2.52% | 18.10% | 32 | -5.88% | 20 | -37.50% |
| 30 Sep, 04 | 72 | -1.37% | 11,753,028 | 11.26% | 3.73% | 38.48% | 34 | -8.11% | 32 | 10.34% |
| 30 Jun, 04 | 73 | -19.78% | 10,563,657 | -18.02% | 3.12% | 23.54% | 37 | -28.85% | 29 | 11.54% |
| 31 Mar, 04 | 91 | 10.98% | 12,886,164 | 5.54% | 3.64% | 30.88% | 52 | 8.33% | 26 | 4.00% |
| 31 Dec, 03 | 82 | 9.33% | 12,209,317 | -25.71% | 3.43% | 14.61% | 48 | 9.09% | 25 | 4.17% |
| 30 Sep, 03 | 75 | 19.05% | 16,434,789 | 40.07% | 4.85% | 43.80% | 44 | 25.71% | 24 | 20.00% |
| 30 Jun, 03 | 63 | -8.70% | 11,733,264 | -8.03% | 3.33% | 26.16% | 35 | -5.41% | 20 | -13.04% |
| 31 Mar, 03 | 69 | -6.76% | 12,757,906 | -19.94% | 3.57% | 17.96% | 37 | -27.45% | 23 | 27.78% |
| 31 Dec, 02 | 74 | 7.25% | 15,935,950 | 39.68% | 4.46% | 42.60% | 51 | 34.21% | 18 | -25.00% |
| 30 Sep, 02 | 69 | 1.47% | 11,408,925 | -17.47% | 3.23% | 22.23% | 38 | -11.63% | 24 | 14.29% |
| 30 Jun, 02 | 68 | 19.30% | 13,824,189 | -5.99% | 3.81% | 23.51% | 43 | 30.30% | 21 | 10.53% |
| 31 Mar, 02 | 57 | 9.62% | 14,704,743 | -1.75% | 4.03% | 24.64% | 33 | 37.50% | 19 | -5.00% |
| 31 Dec, 01 | 52 | - | 14,967,231 | 17.86% | 4.04% | 32.93% | 24 | -47.83% | 20 | 400.00% |
| 30 Sep, 01 | 52 | 13.04% | 12,698,874 | 17.19% | 3.50% | 40.35% | 46 | 64.29% | 4 | -69.23% |
| 30 Jun, 01 | 46 | 24.32% | 10,836,423 | 12.24% | 2.95% | 42.26% | 28 | 55.56% | 13 | -23.53% |
| 31 Mar, 01 | 37 | 5.71% | 9,654,749 | -40.82% | 2.64% | 14.05% | 18 | -10.00% | 17 | 70.00% |
| 31 Dec, 00 | 35 | 6.06% | 16,313,006 | 2.75% | 4.33% | 23.25% | 20 | 66.67% | 10 | -41.18% |
| 30 Sep, 00 | 33 | -15.38% | 15,876,063 | -19.68% | 4.32% | 15.38% | 12 | -45.45% | 17 | 41.67% |
| 30 Jun, 00 | 39 | 14.71% | 19,766,492 | -22.33% | 5.30% | 12.52% | 22 | 4.76% | 12 | 33.33% |
| 31 Mar, 00 | 34 | - | 25,448,945 | 20.85% | 6.50% | 22.71% | 21 | 23.53% | 9 | -18.18% |
| 31 Dec, 99 | 34 | -8.11% | 21,057,631 | -13.65% | 5.35% | 12.52% | 17 | -5.56% | 11 | -15.38% |
| 30 Sep, 99 | 37 | 15.63% | 24,386,477 | -4.53% | 6.54% | 15.31% | 18 | - | 13 | 62.50% |
| 30 Jun, 99 | 32 | 10.34% | 25,544,004 | 7.24% | 6.54% | 18.32% | 18 | -35.71% | 8 | 700.00% |
| 31 Mar, 99 | 29 | 2800.00% | 23,819,831 | 203645.03% | 5.97% | 66399123.33% | 28 | 2700.00% | 1 | - |
| 31 Dec, 98 | 1 | - | 11,691 | - | 0.00% | - | 1 | - | - | - |
H&R Block Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of H&R Block's stock was made by Jones Jeffrey J II on Feb 23 2024, selling 85,921 shares at $49.21 per share (valued at $4.23M).
H&R Block Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | 3 | - |
| Q4 2023 | 8 | 1 | 800.00% |
| Q3 2023 | 7 | 12 | 58.33% |
| Q2 2023 | 2 | 3 | 66.67% |
| Q1 2023 | - | 1 | - |
| Q4 2022 | 9 | 2 | 450.00% |
| Q3 2022 | 10 | 16 | 62.50% |
| Q2 2022 | - | 4 | - |
| Q1 2022 | 1 | - | - |
| Q4 2021 | 1 | - | - |
| Q3 2021 | 27 | 29 | 93.10% |
| Q2 2021 | 2 | 6 | 33.33% |
| Q4 2020 | 1 | - | - |
| Q3 2020 | 18 | 12 | 150.00% |
| Q2 2020 | 5 | 5 | 100.00% |
| Q4 2019 | 1 | - | - |
| Q3 2019 | 13 | 11 | 118.18% |
| Q2 2019 | 5 | 5 | 100.00% |
| Q3 2018 | 15 | 13 | 115.38% |
| Q2 2018 | 6 | 6 | 100.00% |
0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by H&R Block's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 2 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 1 | 2 | 50.00% |
| Q3 2022 | - | 4 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 1 | - | - |
| Q3 2021 | - | 10 | - |
| Q2 2021 | - | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | 2 | - | - |
| Q2 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 1 | - |
| Q2 2019 | - | - | - |
| Q3 2018 | - | 1 | - |
| Q2 2018 | 1 | - | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of H&R Block's stocks.
HRB Ownership FAQ
Who Owns H&R Block?
H&R Block is owned by institutional shareholders (86.00%), insiders (1.04%), and public (12.96%). The largest institutional shareholder of H&R Block is FMR LLC (14.21% of total shares) and the top mutual fund owner is THOMPSON IM FUNDS INC (1.21% of total shares).
Who are the major institutional shareholders of H&R Block?
H&R Block's major institutional shareholders are FMR LLC, BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, and LAZARD ASSET MANAGEMENT LLC. The top five shareholders own together 42.70% of the company's share outstanding.
How many H&R Block shareholders are there?
As of Mar 2024, there are 486 institutional shareholders of H&R Block.
What percentage of H&R Block is owned by FMR LLC?
FMR LLC owns 20.79M shares of H&R Block, representing 14.21% of the company's total shares outstanding, valued at $1.02B (as of Mar 2024).
What percentage of H&R Block is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 16.63M shares of H&R Block (HRB), compromising 11.37% of the company, valued at $816.76M.
What percentage of H&R Block is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of H&R Block. The company owns 14.24M of the company's shares outstanding (worth $699.41M).