H&R Block Ownership 2024 | Who Owns H&R Block Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

86.00%

Insider Ownership

1.07%

Retail Ownership

12.93%

Institutional Holders

486.00

H&R Block Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FMR LLC14.21%0.07%20,791,224-797,619-3.69%1,021,057,033Mar 31, 2024
BLACKROCK INC.11.37%0.02%16,631,174-1,251,730-7.00%816,756,957Mar 31, 2024
VANGUARD GROUP INC9.74%0.01%14,241,716-399,745-2.73%699,410,674Mar 31, 2024
STATE STREET CORP3.76%0.01%5,496,64428,4320.52%271,642,682Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC3.62%0.32%5,295,911558,07611.78%260,081,000Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.18%0.05%4,655,402878,80523.27%228,626,807Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP2.31%0.03%3,373,712173,5935.42%165,682,996Mar 31, 2024
BOSTON PARTNERS2.24%0.19%3,270,919758,82730.21%160,614,487Mar 31, 2024
FULLER & THALER ASSET MANAGEMENT, INC.2.16%0.68%3,156,128536,04020.46%154,997,469,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.79%0.01%2,617,851281,85312.07%128,765,426Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP1.68%0.03%2,460,625-9,073-0.37%120,841,314Mar 31, 2024
NORTHERN TRUST CORP1.37%0.02%2,003,457-215,181-9.70%98,389,774Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.24%0.08%1,806,90238,2202.16%88,737,000Mar 31, 2024
PACER ADVISORS, INC.1.23%0.20%1,798,920224,75814.28%88,344,961Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.20%0.02%1,762,419-124,714-6.61%86,552,406Mar 31, 2024
LSV ASSET MANAGEMENT1.10%0.16%1,616,361-64,339-3.83%79,379,000Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC1.04%0.13%1,525,201-774,109-33.67%74,734,857Mar 31, 2024
CITADEL ADVISORS LLC1.03%0.01%1,507,037729,37193.79%74,010,588Mar 31, 2024
ROYAL BANK OF CANADA0.88%0.01%1,285,031305,01431.12%63,108,000Mar 31, 2024
MORGAN STANLEY0.77%0.00%1,124,10080,7007.73%55,204,612Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
PREVATT CAPITAL LTD0.31%7.62%460,000100,00027.78%22,590,600Mar 31, 2024
BLUE WHALE CAPITAL LLP0.44%3.37%650,000245,00060.49%31,921,500Mar 31, 2024
IBEX WEALTH ADVISORS0.16%2.33%235,108234,891108244.70%8,584,000Mar 31, 2024
PARADIEM, LLC0.11%1.99%163,8785,2863.33%8,048,049Mar 31, 2024
ROUND HILL ASSET MANAGEMENT0.04%1.88%63,299-700-1.09%3,108,614Mar 31, 2024
LINGOHR & PARTNER ASSET MANAGEMENT GMBH0.01%1.77%14,376-1,124-7.25%706,000Mar 31, 2024
RINGS CAPITAL MANAGEMENT LLC0.04%1.42%53,000--2,602,830,000Mar 31, 2024
OPTIMIST RETIREMENT GROUP LLC0.03%1.26%50,029-1,722-3.33%2,456,918Mar 31, 2024
TEALWOOD ASSET MANAGEMENT INC0.03%1.05%47,60347,603100.00%2,338,000Mar 31, 2024
RODGERS BROTHERS INC.0.11%1.04%154,600-3,100-1.97%7,592,406Mar 31, 2024
CUNNING CAPITAL PARTNERS, LP0.03%1.02%37,575--1,845,000Mar 31, 2024
NEWEDGE WEALTH, LLC0.65%1.02%944,344-189,650-16.72%45,356,842Mar 31, 2024
SOUND INCOME STRATEGIES, LLC0.19%1.00%272,595-15,553-5.40%13,387,124,000Mar 31, 2024
VERITY & VERITY, LLC0.03%0.90%49,71249,712100.00%7,929,235Mar 31, 2024
MONUMENT CAPITAL MANAGEMENT0.03%0.72%50,5933,0726.46%2,484,638Mar 31, 2024
FULLER & THALER ASSET MANAGEMENT, INC.2.16%0.68%3,156,128536,04020.46%154,997,469,000Mar 31, 2024
REDWOOD INVESTMENT MANAGEMENT, LLC0.10%0.67%142,11517,01413.60%6,979,000Mar 31, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC0.02%0.56%29,528-260-0.87%1,450,000Mar 31, 2024
BRIDGEFRONT CAPITAL, LLC0.01%0.55%14,69614,696100.00%721,721Mar 31, 2024
KENDALL CAPITAL MANAGEMENT0.02%0.52%31,0055,03019.36%1,522,656Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.18%0.05%4,655,402878,80523.27%228,626,807Mar 31, 2024
SQUAREPOINT OPS LLC0.57%0.07%837,209813,8823489.01%41,115,334Mar 31, 2024
BOSTON PARTNERS2.24%0.19%3,270,919758,82730.21%160,614,487Mar 31, 2024
CITADEL ADVISORS LLC1.03%0.01%1,507,037729,37193.79%74,010,588Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC3.62%0.32%5,295,911558,07611.78%260,081,000Mar 31, 2024
FULLER & THALER ASSET MANAGEMENT, INC.2.16%0.68%3,156,128536,04020.46%154,997,469,000Mar 31, 2024
INVESCO LTD.0.75%0.01%1,092,326534,31695.75%53,644,131Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/0.40%0.00%580,227494,457576.49%28,496,000Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.59%0.16%869,209421,19094.01%42,686,854Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.26%0.00%376,800376,800100.00%18,504,648Mar 31, 2024
ROYAL BANK OF CANADA0.88%0.01%1,285,031305,01431.12%63,108,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.79%0.01%2,617,851281,85312.07%128,765,426Mar 31, 2024
VICTORY CAPITAL MANAGEMENT INC0.45%0.03%658,506278,58773.33%32,339,230Mar 31, 2024
CLARK CAPITAL MANAGEMENT GROUP, INC.0.49%0.26%719,371275,68662.14%35,328,310Mar 31, 2024
BLUE WHALE CAPITAL LLP0.44%3.37%650,000245,00060.49%31,921,500Mar 31, 2024
IBEX WEALTH ADVISORS0.16%2.33%235,108234,891108244.70%8,584,000Mar 31, 2024
PACER ADVISORS, INC.1.23%0.20%1,798,920224,75814.28%88,344,961Mar 31, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)0.17%0.06%254,800188,600284.89%12,513,228Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP2.31%0.03%3,373,712173,5935.42%165,682,996Mar 31, 2024
BANK OF AMERICA CORP /DE/0.40%0.00%589,362113,91423.96%28,943,578,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.11.37%0.02%16,631,174-1,251,730-7.00%816,756,957Mar 31, 2024
HIGHTOWER ADVISORS, LLC0.01%0.00%19,375-941,164-97.98%951,000Mar 31, 2024
FMR LLC14.21%0.07%20,791,224-797,619-3.69%1,021,057,033Mar 31, 2024
AQR CAPITAL MANAGEMENT LLC1.04%0.13%1,525,201-774,109-33.67%74,734,857Mar 31, 2024
D. E. SHAW & CO., INC.0.42%0.03%621,214-417,400-40.19%30,507,820Mar 31, 2024
VANGUARD GROUP INC9.74%0.01%14,241,716-399,745-2.73%699,410,674Mar 31, 2024
GOLDMAN SACHS GROUP INC0.53%0.01%776,920-317,871-29.03%38,154,531Mar 31, 2024
GLENMEDE TRUST CO NA0.06%0.02%86,676-243,988-73.79%4,256,658Mar 31, 2024
NORTHERN TRUST CORP1.37%0.02%2,003,457-215,181-9.70%98,389,774Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.09%0.00%127,568-190,443-59.89%6,264,864Mar 31, 2024
NEWEDGE WEALTH, LLC0.65%1.02%944,344-189,650-16.72%45,356,842Mar 31, 2024
MAN GROUP PLC0.26%0.05%386,243-178,650-31.63%18,968,394Mar 31, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.12%0.03%169,020-178,127-51.31%8,300,572Mar 31, 2024
ROYCE & ASSOCIATES LP0.13%0.08%190,620-168,500-46.92%9,361,348Mar 31, 2024
D. E. SHAW & CO., INC.----144,500-100.00%-Mar 31, 2024
BANK OF NEW YORK MELLON CORP1.20%0.02%1,762,419-124,714-6.61%86,552,406Mar 31, 2024
PRUDENTIAL FINANCIAL INC0.04%0.00%52,302-96,526-64.86%2,568,554Mar 31, 2024
HRT FINANCIAL LP----94,905-100.00%-Mar 31, 2024
FIRST TRUST ADVISORS LP0.18%0.01%256,835-82,419-24.29%12,613,165Mar 31, 2024
HSBC HOLDINGS PLC0.02%0.00%22,876-78,561-77.45%1,123,324Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.26%0.00%376,800376,800100.00%18,504,648Mar 31, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.0.07%0.01%96,72996,729100.00%4,750,387Mar 31, 2024
MARSHALL WACE, LLP0.06%0.01%82,63782,637100.00%4,058,303Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%75,20075,200100.00%3,693,072Mar 31, 2024
PEAK6 INVESTMENTS LLC0.05%0.01%66,37266,372100.00%3,259,529Mar 31, 2024
MAVERICK CAPITAL LTD0.04%0.06%62,26062,260100.00%3,057,589Mar 31, 2024
VERITY & VERITY, LLC0.03%0.90%49,71249,712100.00%7,929,235Mar 31, 2024
TEALWOOD ASSET MANAGEMENT INC0.03%1.05%47,60347,603100.00%2,338,000Mar 31, 2024
AMUNDI0.03%0.00%47,04247,042100.00%2,190,746Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.03%0.00%40,20040,200100.00%1,974,222Mar 31, 2024
CAPTION MANAGEMENT, LLC0.02%0.03%35,30035,300100.00%1,733,583Mar 31, 2024
BOULDER HILL CAPITAL MANAGEMENT LP0.02%0.51%25,00025,000100.00%1,227,750Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.02%0.03%24,37624,376100.00%1,197,105Mar 31, 2024
JUMP FINANCIAL, LLC0.01%0.03%21,00021,000100.00%1,031,310Mar 31, 2024
SQUAREPOINT OPS LLC0.01%0.00%20,90020,900100.00%1,026,399Mar 31, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.01%0.08%18,59018,590100.00%912,955Mar 31, 2024
TRUE WEALTH DESIGN, LLC0.01%0.22%18,08418,084100.00%888,106,000Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.01%0.00%18,00918,009100.00%884,000Mar 31, 2024
GLOBAL ASSETS ADVISORY, LLC0.01%0.02%17,79317,793100.00%369,000Mar 31, 2024
SQUAREPOINT OPS LLC0.01%0.00%17,50017,500100.00%859,425Mar 31, 2024
BRIDGEFRONT CAPITAL, LLC0.01%0.55%14,69614,696100.00%721,721Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD0.01%0.05%12,78812,788100.00%628,019Mar 31, 2024
VCI WEALTH MANAGEMENT LLC0.01%0.42%12,77812,778100.00%627,528Mar 31, 2024
INTEGRATED WEALTH CONCEPTS LLC0.01%0.01%12,04912,049100.00%591,707Mar 31, 2024
CAXTON ASSOCIATES LP0.01%0.03%10,38010,380100.00%509,762Mar 31, 2024
NORDEN GROUP LLC0.01%0.04%9,8569,856100.00%484,032Mar 31, 2024
CHESLEY TAFT & ASSOCIATES LLC0.01%0.02%9,6229,622100.00%472,536Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%0.00%8,9518,951100.00%439,584Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.0.01%0.09%8,6628,662100.00%425,391Mar 31, 2024
PARADIGM FINANCIAL PARTNERS, LLC0.01%0.09%8,6558,655100.00%425,047Mar 31, 2024
TRADEWINDS, LLC.0.01%0.20%8,5818,581100.00%421,413Mar 31, 2024
XTX TOPCO LTD0.01%0.05%7,6997,699100.00%378,098Mar 31, 2024
LIDO ADVISORS, LLC0.00%0.00%7,1017,101100.00%350,901Mar 31, 2024
QSEMBLE CAPITAL MANAGEMENT, LP0.00%0.07%6,8236,823100.00%335,078Mar 31, 2024
FOCUS FINANCIAL NETWORK, INC.0.00%0.01%6,5566,556100.00%305,298Mar 31, 2024
DELAP WEALTH ADVISORY, LLC0.00%0.13%6,3986,398100.00%314,199Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP0.00%0.05%6,2766,276100.00%308,214Mar 31, 2024
SIMPLICITY WEALTH,LLC0.00%0.01%5,8295,829100.00%286,286Mar 31, 2024
EHP FUNDS INC.0.00%0.11%5,3005,300100.00%260,283Mar 31, 2024
CWA ASSET MANAGEMENT GROUP, LLC0.00%0.02%5,1825,182100.00%254,488Mar 31, 2024
COLDSTREAM CAPITAL MANAGEMENT INC0.00%0.01%4,6964,696100.00%230,621Mar 31, 2024
PFG INVESTMENTS, LLC0.00%0.01%4,6044,604100.00%226,108Mar 31, 2024
NEXT LEVEL PRIVATE LLC0.00%0.10%4,4084,408100.00%216,494Mar 31, 2024
NDVR, INC.0.00%0.20%4,3304,330100.00%212,646Mar 31, 2024
BARNETT & COMPANY, INC.0.00%0.14%4,1204,120100.00%202,333Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%0.00%2,2262,226100.00%107,338,000Mar 31, 2024
STATE OF WYOMING0.00%0.02%1,9961,996100.00%98,024Mar 31, 2024
0.00%0.00%1,8701,870100.00%91,836Mar 31, 2024
CONTINUUM ADVISORY, LLC0.00%0.01%1,1201,120100.00%55,093,000Mar 31, 2024
MATHER GROUP, LLC.0.00%0.00%575575100.00%27,813,000Mar 31, 2024
RISE ADVISORS, LLC0.00%0.01%393393100.00%19,300Mar 31, 2024
0.00%0.00%121121100.00%6,377Mar 31, 2024
YHB INVESTMENT ADVISORS, INC.0.00%0.00%120120100.00%5,893Mar 31, 2024
SOUTHSTATE CORP0.00%0.00%115115100.00%5,648Mar 31, 2024
ALTSHULER SHAHAM LTD0.00%0.00%7676100.00%3,732,000Mar 31, 2024
VITALSTONE FINANCIAL, LLC-0.00%5656100.00%3Mar 31, 2024
PINGORA PARTNERS LLC-0.00%5555100.00%2,701Mar 31, 2024
PLANNING CAPITAL MANAGEMENT CORP-0.00%3333100.00%1,621Mar 31, 2024
QUEST PARTNERS LLC-0.00%2525100.00%1,228Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC-0.00%2323100.00%1,129Mar 31, 2024
DELOS WEALTH ADVISORS, LLC-0.00%99100.00%442,000Mar 31, 2024
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.-0.00%88100.00%393Mar 31, 2024
TD CAPITAL MANAGEMENT LLC--44100.00%196,000Mar 31, 2024
BRUCE G. ALLEN INVESTMENTS, LLC-0.00%44100.00%196Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
THOMPSON IM FUNDS INC1.21%19,165,000--Feb 29, 2024
Nuveen Core Equity Alpha Fund1.13%26,380--Dec 31, 2023
SEI Exchange Traded Funds1.08%15,2136,09166.77%Dec 31, 2023
LORD ABBETT AFFILIATED FUND INC1.03%1,454,200--Jan 31, 2024
GABELLI VALUE 25 FUND INC0.79%60,000--Dec 29, 2023
Transparent Value Trust0.68%10,926--Dec 31, 2023
MASTER LARGE CAP SERIES LLC0.56%503,399-27,763-5.23%Mar 31, 2022
FIDELITY DEVONSHIRE TRUST0.44%4,610,312420,50010.04%Jan 31, 2024
OSI ETF Trust0.42%73,5213,9505.68%Mar 31, 2022
THOMPSON IM FUNDS INC0.42%6,655,000--Feb 29, 2024
THOMPSON IM FUNDS INC0.40%6,248,000--Feb 29, 2024
GABELLI ASSET FUND0.37%133,000--Dec 29, 2023
MASTER ADVANTAGE SMID CAP LLC0.36%44,521--Dec 31, 2020
SPDR S&P MIDCAP 400 ETF TRUST0.30%1,166,844-80,988-6.49%Dec 29, 2023
Capitol Series Trust0.30%2,995,394522,24021.12%Mar 31, 2024
SCHRODER GLOBAL SERIES TRUST0.30%611-12,018-95.16%Jan 31, 2021
Voya Global Advantage & Premium Opportunity Fund0.28%17,1652,12914.16%Feb 29, 2024
Global Beta ETF Trust0.27%751403115.80%May 31, 2022
Mairs & Power Funds Trust0.27%1,064,000--Mar 31, 2022
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.25%51,9396,40314.06%Feb 29, 2024
Mairs & Power Funds Trust0.25%1,000,000--Mar 31, 2022
TEMPLETON FUNDS0.25%1,314,157--Feb 29, 2024
HSBC FUNDS0.25%7,970-1,280-13.84%Jan 31, 2024
CALDWELL & ORKIN FUNDS INC0.22%3,000--Jan 31, 2024
Agility Multi-Asset Income Fund0.21%21,342--Dec 31, 2023
BNY MELLON MIDCAP INDEX FUND, INC.0.21%89,001-11,411-11.36%Jan 31, 2024
Absolute Shares Trust0.21%60,374--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.20%99,131--Dec 31, 2023
Eaton Vance Tax-Managed Buy-Write Strategy Fund0.20%2,242--Mar 31, 2023
360 Funds0.19%8,200--Feb 29, 2024
Guggenheim Enhanced Equity Income Fund0.18%31,729--Sep 30, 2021
AMG FUNDS III0.16%27,200--Feb 29, 2024
Intrepid Capital Management Funds Trust0.16%1,814,000--Dec 31, 2023
OAK ASSOCIATES FUNDS0.16%177,000--Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 50.16%80,096--Jan 31, 2024
Collaborative Investment Series Trust0.13%23,275--Dec 31, 2023
John Hancock Funds III0.11%1,922,414-21,012-1.08%Dec 31, 2023
SunAmerica Specialty Series0.11%58,54032,241122.59%Apr 30, 2021
DEUTSCHE DWS INSTITUTIONAL FUNDS0.11%33,740--Dec 31, 2023
NUVEEN INVESTMENT TRUST0.10%40,000--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.10%238,000--Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.09%800,000--Dec 31, 2023
Gabelli Global Small & Mid Cap Value Trust0.09%8,500--Dec 29, 2023
Federated Hermes Index Trust0.09%19,9461,83710.14%Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.09%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 PORTFOLIO0.07%12,176--Dec 31, 2023
ARCHER INVESTMENT SERIES TRUST0.07%22,000--Feb 29, 2024
VANGUARD ADMIRAL FUNDS0.07%293,311-19,918-6.36%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.06%249,822-85,151-25.42%Jan 31, 2024
John Hancock Hedged Equity & Income Fund0.06%6,366--Dec 31, 2023
AMERICAN CENTURY MUTUAL FUNDS, INC.0.06%616,000--Jan 31, 2024
TAX-MANAGED GROWTH PORTFOLIO0.05%18,127--Dec 31, 2023
SPDR S&P 500 ETF TRUST0.05%2,080,168--Dec 31, 2023
BLACKROCK MID-CAP VALUE SERIES, INC.0.05%62,528--Jan 31, 2024
FRANKLIN FUND ALLOCATOR SERIES0.05%68,5433,0564.67%Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.05%430,000--Dec 31, 2023
ROYCE FUND0.05%285,000-200,000-41.24%Dec 31, 2023
FIDELITY CAPITAL TRUST0.05%483,62220,3004.38%Jan 31, 2024
Listed Funds Trust0.04%18,932--Feb 29, 2024
SELECT SECTOR SPDR TRUST0.04%1,174,913--Dec 31, 2023
FIDELITY CONTRAFUND0.04%2,541,560--Dec 31, 2023
TrimTabs ETF Trust0.04%24,04420,228530.08%Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.04%90,000--Dec 31, 2023
Pacer Funds Trust0.03%1,641,02612,8870.79%Jan 31, 2024
FRANK FUNDS0.03%19,350--Dec 31, 2023
VANGUARD QUANTITATIVE FUNDS0.03%296,600229,100339.41%Dec 31, 2023
AMERICAN CENTURY INVESTMENT TRUST0.03%4,640,000--Dec 31, 2023
BlackRock ETF Trust0.03%29,118-2,868-8.97%Jan 31, 2024
VANGUARD INDEX FUNDS0.03%14,920,9991,817,62313.87%Dec 31, 2023
STEWARD FUNDS, INC.0.03%77,3628,37012.13%Jan 31, 2024
BNY MELLON STOCK INDEX FUND, INC.0.03%20,599--Mar 31, 2024
SSGA FUNDS0.03%12,851--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND0.03%519,791142,79137.88%Dec 31, 2023
VANGUARD FENWAY FUNDS0.03%654,515--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND II0.02%166,923--Dec 31, 2023
Nushares ETF Trust0.02%175,981-14,888-7.80%Jan 31, 2024
GABELLI DIVIDEND & INCOME TRUST0.02%40,000--Dec 29, 2023
Humankind Benefit Corp0.02%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 TRUST0.02%694-195-21.93%Dec 31, 2023
Fidelity Commonwealth Trust II0.02%140,55521,66318.22%Aug 31, 2023
Advisers Investment Trust0.02%573,00025,3004.62%Dec 29, 2023
SCHWAB STRATEGIC TRUST0.02%3,655,537-51,965-1.40%Feb 29, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.02%11,342-555-4.67%Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.02%115,7201,2551.10%Jan 31, 2024
TEMPLETON GLOBAL INVESTMENT TRUST0.02%53,000--Feb 29, 2024
GLENMEDE FUND INC0.02%161,641-77,196-32.32%Jan 31, 2024
Voya EQUITY TRUST0.02%24,59915,759178.27%Feb 29, 2024
UNIFIED SERIES TRUST0.02%69,377--Feb 29, 2024
SCHWAB ANNUITY PORTFOLIOS0.02%5,719--Dec 31, 2023
Lattice Strategies Trust0.01%28,640--Dec 31, 2023
GPS Funds II0.01%144,887--Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.01%3,457--Dec 31, 2023
PAX WORLD FUNDS SERIES TRUST III0.01%4,261--Dec 31, 2023
ADVISORS' INNER CIRCLE FUND0.01%192,7009,9005.42%Jan 31, 2024
ALPS ETF Trust0.01%175,43726,05217.44%Feb 29, 2024
JNL VARIABLE FUND LLC0.01%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 FUND0.01%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

DateHoldingsChange %
31 Mar, 244861.46%
31 Dec, 2347912.44%
30 Sep, 234265.97%
30 Jun, 23402-6.94%
31 Mar, 23432-7.30%
31 Dec, 224660.65%
30 Sep, 224635.71%
30 Jun, 2243815.26%
31 Mar, 22380-3.31%
31 Dec, 21393-2.00%
30 Sep, 214011.26%
30 Jun, 213964.21%
31 Mar, 213800.26%
31 Dec, 20379-1.04%
30 Sep, 20383-2.54%
30 Jun, 203930.26%
31 Mar, 20392-14.22%
31 Dec, 194572.70%
30 Sep, 19445-5.12%
30 Jun, 194690.43%
31 Mar, 19467-2.71%
31 Dec, 184805.26%
30 Sep, 18456-3.18%
30 Jun, 18471-
31 Mar, 184711.07%
31 Dec, 174663.56%
30 Sep, 17450-2.60%
30 Jun, 174625.48%
31 Mar, 174382.82%
31 Dec, 16426-0.70%
30 Sep, 164291.90%
30 Jun, 16421-4.10%
31 Mar, 16439-5.39%
31 Dec, 15464-7.57%
30 Sep, 155025.91%
30 Jun, 15474-0.42%
31 Mar, 154762.81%
31 Dec, 144630.43%
30 Sep, 144611.99%
30 Jun, 144526.35%
31 Mar, 144251.67%
31 Dec, 134182.45%
30 Sep, 134083.82%
30 Jun, 13393115.93%
31 Mar, 13182-6.19%
31 Dec, 1219411.49%
30 Sep, 121741.75%
30 Jun, 121711.18%
31 Mar, 121691.20%
31 Dec, 1116726.52%
30 Sep, 11132-5.71%
30 Jun, 111404.48%
31 Mar, 111340.75%
31 Dec, 101331.53%
30 Sep, 1013111.02%
30 Jun, 10118-
31 Mar, 1011810.28%
31 Dec, 09107-6.14%
30 Sep, 09114-1.72%
30 Jun, 091169.43%
31 Mar, 09106-5.36%
31 Dec, 081122.75%
30 Sep, 081091.87%
30 Jun, 0810713.83%
31 Mar, 0894-10.48%
31 Dec, 0710526.51%
30 Sep, 0783-1.19%
30 Jun, 0784-1.18%
31 Mar, 0785-7.61%
31 Dec, 069213.58%
30 Sep, 0681-10.00%
30 Jun, 0690-3.23%
31 Mar, 06932.20%
31 Dec, 05914.60%
30 Sep, 0587-2.25%
30 Jun, 058917.11%
31 Mar, 057615.15%
31 Dec, 0466-8.33%
30 Sep, 0472-1.37%
30 Jun, 0473-19.78%
31 Mar, 049110.98%
31 Dec, 03829.33%
30 Sep, 037519.05%
30 Jun, 0363-8.70%
31 Mar, 0369-6.76%
31 Dec, 02747.25%
30 Sep, 02691.47%
30 Jun, 026819.30%
31 Mar, 02579.62%
31 Dec, 0152-
30 Sep, 015213.04%
30 Jun, 014624.32%
31 Mar, 01375.71%
31 Dec, 00356.06%
30 Sep, 0033-15.38%
30 Jun, 003914.71%
31 Mar, 0034-
31 Dec, 9934-8.11%
30 Sep, 993715.63%
30 Jun, 993210.34%
31 Mar, 99292800.00%
31 Dec, 981-

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

DateShares OutstandingChange %
31 Mar, 24125,796,4750.14%
31 Dec, 23125,621,773-3.75%
30 Sep, 23130,519,718-2.10%
30 Jun, 23133,317,970-6.96%
31 Mar, 23143,290,1600.38%
31 Dec, 22142,744,5004.08%
30 Sep, 22137,152,431-1.08%
30 Jun, 22138,655,686-0.15%
31 Mar, 22138,869,459-2.44%
31 Dec, 21142,349,276-3.71%
30 Sep, 21147,838,932-2.24%
30 Jun, 21151,222,827-1.19%
31 Mar, 21153,048,640-4.47%
31 Dec, 20160,210,053-5.10%
30 Sep, 20168,822,397-7.82%
30 Jun, 20183,142,693-2.28%
31 Mar, 20187,414,404-3.01%
31 Dec, 19193,229,572-6.94%
30 Sep, 19207,650,483-1.27%
30 Jun, 19210,331,0910.92%
31 Mar, 19208,417,5823.44%
31 Dec, 18201,479,1682.63%
30 Sep, 18196,321,581-0.81%
30 Jun, 18197,932,945-4.15%
31 Mar, 18206,497,138-1.39%
31 Dec, 17209,400,8023.37%
30 Sep, 17202,580,8735.37%
30 Jun, 17192,258,703-1.63%
31 Mar, 17195,435,1541.40%
31 Dec, 16192,741,224-5.27%
30 Sep, 16203,459,336-1.17%
30 Jun, 16205,875,2330.36%
31 Mar, 16205,138,4052.49%
31 Dec, 15200,145,029-22.21%
30 Sep, 15257,287,8796.81%
30 Jun, 15240,884,096-0.50%
31 Mar, 15242,091,652-0.06%
31 Dec, 14242,237,0601.80%
30 Sep, 14237,958,2880.78%
30 Jun, 14236,119,6330.06%
31 Mar, 14235,969,4861.17%
31 Dec, 13233,240,815-1.95%
30 Sep, 13237,884,9483.07%
30 Jun, 13230,809,40978.52%
31 Mar, 13129,291,83239.15%
31 Dec, 1292,912,206-20.17%
30 Sep, 12116,394,057-17.14%
30 Jun, 12140,463,874-3.85%
31 Mar, 12146,086,3364.86%
31 Dec, 11139,309,14613.36%
30 Sep, 11122,893,729-15.50%
30 Jun, 11145,430,07623.17%
31 Mar, 11118,075,95217.56%
31 Dec, 10100,437,5306.12%
30 Sep, 1094,647,7296.34%
30 Jun, 1089,007,64119.10%
31 Mar, 1074,732,601-25.90%
31 Dec, 09100,848,903-4.91%
30 Sep, 09106,054,31213.88%
30 Jun, 0993,129,944-18.16%
31 Mar, 09113,790,83018.63%
31 Dec, 0895,923,63130.31%
30 Sep, 0873,613,07517.79%
30 Jun, 0862,495,417-3.34%
31 Mar, 0864,656,964-33.11%
31 Dec, 0796,656,7514.55%
30 Sep, 0792,450,507-22.30%
30 Jun, 07118,984,401258.69%
31 Mar, 0733,171,827-69.71%
31 Dec, 06109,502,111-2.85%
30 Sep, 06112,710,99818.83%
30 Jun, 0694,852,78833.13%
31 Mar, 0671,249,675-81.93%
31 Dec, 05394,318,201474.27%
30 Sep, 0568,663,780403.06%
30 Jun, 0513,649,1194.22%
31 Mar, 0513,096,69458.46%
31 Dec, 048,264,757-29.68%
30 Sep, 0411,753,02811.26%
30 Jun, 0410,563,657-18.02%
31 Mar, 0412,886,1645.54%
31 Dec, 0312,209,317-25.71%
30 Sep, 0316,434,78940.07%
30 Jun, 0311,733,264-8.03%
31 Mar, 0312,757,906-19.94%
31 Dec, 0215,935,95039.68%
30 Sep, 0211,408,925-17.47%
30 Jun, 0213,824,189-5.99%
31 Mar, 0214,704,743-1.75%
31 Dec, 0114,967,23117.86%
30 Sep, 0112,698,87417.19%
30 Jun, 0110,836,42312.24%
31 Mar, 019,654,749-40.82%
31 Dec, 0016,313,0062.75%
30 Sep, 0015,876,063-19.68%
30 Jun, 0019,766,492-22.33%
31 Mar, 0025,448,94520.85%
31 Dec, 9921,057,631-13.65%
30 Sep, 9924,386,477-4.53%
30 Jun, 9925,544,0047.24%
31 Mar, 9923,819,831203645.03%
31 Dec, 9811,691-

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

DateOwnership %Change %
31 Mar, 2486.00%1.17%
31 Dec, 2385.88%1.20%
30 Sep, 2384.48%1.10%
30 Jun, 2387.55%0.99%
31 Mar, 2394.09%1.10%
31 Dec, 2292.62%1.25%
30 Sep, 2286.11%1.15%
30 Jun, 2286.70%1.19%
31 Mar, 2285.31%1.26%
31 Dec, 2182.15%1.00%
30 Sep, 2190.82%1.39%
30 Jun, 2180.94%1.21%
31 Mar, 2181.92%1.07%
31 Dec, 2087.34%1.02%
30 Sep, 2092.66%1.04%
30 Jun, 2094.32%1.04%
31 Mar, 2095.28%0.96%
31 Dec, 1999.56%0.86%
30 Sep, 19107.88%1.00%
30 Jun, 19104.11%1.01%
31 Mar, 19101.48%1.06%
31 Dec, 1898.03%1.04%
30 Sep, 1896.87%1.07%
30 Jun, 1895.31%0.97%
31 Mar, 1898.89%0.99%
31 Dec, 17100.15%1.07%
30 Sep, 1796.82%1.13%
30 Jun, 1792.46%1.10%
31 Mar, 1791.84%1.07%
31 Dec, 1692.73%0.96%
30 Sep, 1698.21%1.13%
30 Jun, 1693.37%1.38%
31 Mar, 1682.38%1.11%
31 Dec, 1586.31%0.64%
30 Sep, 15115.84%1.53%
30 Jun, 1587.02%1.12%
31 Mar, 1588.02%1.21%
31 Dec, 1485.23%1.15%
30 Sep, 1485.96%1.18%
30 Jun, 1485.32%1.15%
31 Mar, 1486.15%1.19%
31 Dec, 1385.09%1.13%
30 Sep, 1386.75%1.22%
30 Jun, 1384.16%3.75%
31 Mar, 1347.35%4.04%
31 Dec, 1234.22%1.87%
30 Sep, 1242.73%1.66%
30 Jun, 1250.68%2.11%
31 Mar, 1249.04%2.17%
31 Dec, 1147.55%2.70%
30 Sep, 1141.93%1.85%
30 Jun, 1147.61%3.26%
31 Mar, 1138.18%3.52%
31 Dec, 1032.91%3.43%
30 Sep, 1030.98%4.00%
30 Jun, 1027.84%5.61%
31 Mar, 1022.29%2.43%
31 Dec, 0930.29%2.75%
30 Sep, 0933.17%4.28%
30 Jun, 0927.84%2.38%
31 Mar, 0934.19%4.23%
31 Dec, 0828.44%5.87%
30 Sep, 0822.00%6.03%
30 Jun, 0819.10%4.82%
31 Mar, 0819.90%2.25%
31 Dec, 0729.73%3.72%
30 Sep, 0728.26%2.09%
30 Jun, 0736.74%34.56%
31 Mar, 0710.31%0.89%
31 Dec, 0633.97%2.80%
30 Sep, 0634.80%4.05%
30 Jun, 0629.31%6.25%
31 Mar, 0621.65%0.15%
31 Dec, 05120.48%26.77%
30 Sep, 0521.21%112.78%
30 Jun, 054.34%26.91%
31 Mar, 054.01%63.02%
31 Dec, 042.52%18.10%
30 Sep, 043.73%38.48%
30 Jun, 043.12%23.54%
31 Mar, 043.64%30.88%
31 Dec, 033.43%14.61%
30 Sep, 034.85%43.80%
30 Jun, 033.33%26.16%
31 Mar, 033.57%17.96%
31 Dec, 024.46%42.60%
30 Sep, 023.23%22.23%
30 Jun, 023.81%23.51%
31 Mar, 024.03%24.64%
31 Dec, 014.04%32.93%
30 Sep, 013.50%40.35%
30 Jun, 012.95%42.26%
31 Mar, 012.64%14.05%
31 Dec, 004.33%23.25%
30 Sep, 004.32%15.38%
30 Jun, 005.30%12.52%
31 Mar, 006.50%22.71%
31 Dec, 995.35%12.52%
30 Sep, 996.54%15.31%
30 Jun, 996.54%18.32%
31 Mar, 995.97%66399123.33%
31 Dec, 980.00%-

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

DateIncreased PositionsChange %
31 Mar, 24219-2.23%
31 Dec, 2322414.29%
30 Sep, 2319614.62%
30 Jun, 23171-7.57%
31 Mar, 23185-17.41%
31 Dec, 2222411.44%
30 Sep, 22201-10.27%
30 Jun, 2222443.59%
31 Mar, 22156-8.24%
31 Dec, 211701.80%
30 Sep, 211671.83%
30 Jun, 21164-1.80%
31 Mar, 211678.44%
31 Dec, 20154-14.44%
30 Sep, 20180-1.64%
30 Jun, 201838.28%
31 Mar, 20169-11.98%
31 Dec, 191924.35%
30 Sep, 19184-8.00%
30 Jun, 19200-16.32%
31 Mar, 1923910.65%
31 Dec, 1821615.51%
30 Sep, 18187-5.08%
30 Jun, 18197-6.19%
31 Mar, 18210-9.48%
31 Dec, 1723216.58%
30 Sep, 17199-8.29%
30 Jun, 172170.93%
31 Mar, 1721511.40%
31 Dec, 161931.58%
30 Sep, 16190-10.80%
30 Jun, 16213-1.39%
31 Mar, 1621629.34%
31 Dec, 15167-28.63%
30 Sep, 15234-1.27%
30 Jun, 152375.80%
31 Mar, 152244.19%
31 Dec, 142150.47%
30 Sep, 142142.88%
30 Jun, 1420823.08%
31 Mar, 141696.96%
31 Dec, 13158-18.97%
30 Sep, 13195-30.11%
30 Jun, 13279236.14%
31 Mar, 1383-18.63%
31 Dec, 1210218.60%
30 Sep, 12864.88%
30 Jun, 1282-2.38%
31 Mar, 1284-1.18%
31 Dec, 118528.79%
30 Sep, 1166-4.35%
30 Jun, 11697.81%
31 Mar, 1164-8.57%
31 Dec, 10701.45%
30 Sep, 1069-2.82%
30 Jun, 1071-2.74%
31 Mar, 107373.81%
31 Dec, 0942-28.81%
30 Sep, 0959-9.23%
30 Jun, 0965-2.99%
31 Mar, 0967-5.63%
31 Dec, 08717.58%
30 Sep, 086617.86%
30 Jun, 085619.15%
31 Mar, 0847-12.96%
31 Dec, 075425.58%
30 Sep, 074310.26%
30 Jun, 0739-18.75%
31 Mar, 0748-11.11%
31 Dec, 065428.57%
30 Sep, 06422.44%
30 Jun, 0641-26.79%
31 Mar, 06567.69%
31 Dec, 0552-34.18%
30 Sep, 057958.00%
30 Jun, 055013.64%
31 Mar, 054437.50%
31 Dec, 0432-5.88%
30 Sep, 0434-8.11%
30 Jun, 0437-28.85%
31 Mar, 04528.33%
31 Dec, 03489.09%
30 Sep, 034425.71%
30 Jun, 0335-5.41%
31 Mar, 0337-27.45%
31 Dec, 025134.21%
30 Sep, 0238-11.63%
30 Jun, 024330.30%
31 Mar, 023337.50%
31 Dec, 0124-47.83%
30 Sep, 014664.29%
30 Jun, 012855.56%
31 Mar, 0118-10.00%
31 Dec, 002066.67%
30 Sep, 0012-45.45%
30 Jun, 00224.76%
31 Mar, 002123.53%
31 Dec, 9917-5.56%
30 Sep, 9918-
30 Jun, 9918-35.71%
31 Mar, 99282700.00%
31 Dec, 981-

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

DateReduced PositionsChange %
31 Mar, 241706.92%
31 Dec, 2315912.77%
30 Sep, 23141-10.76%
30 Jun, 23158-5.95%
31 Mar, 231687.69%
31 Dec, 22156-14.29%
30 Sep, 2218227.27%
30 Jun, 221431.42%
31 Mar, 22141-
31 Dec, 211411.44%
30 Sep, 21139-6.08%
30 Jun, 2114814.73%
31 Mar, 21129-13.42%
31 Dec, 201496.43%
30 Sep, 20140-0.71%
30 Jun, 20141-4.08%
31 Mar, 20147-18.33%
31 Dec, 191807.78%
30 Sep, 19167-4.02%
30 Jun, 1917423.40%
31 Mar, 19141-9.62%
31 Dec, 18156-5.45%
30 Sep, 181651.85%
30 Jun, 181621.89%
31 Mar, 1815914.39%
31 Dec, 17139-8.55%
30 Sep, 17152-1.94%
30 Jun, 1715522.05%
31 Mar, 17127-15.33%
31 Dec, 161504.90%
30 Sep, 1614311.72%
30 Jun, 16128-10.49%
31 Mar, 16143-31.90%
31 Dec, 1521030.43%
30 Sep, 1516115.83%
30 Jun, 15139-11.46%
31 Mar, 151576.08%
31 Dec, 141487.25%
30 Sep, 14138-2.82%
30 Jun, 14142-11.80%
31 Mar, 14161-4.73%
31 Dec, 1316927.07%
30 Sep, 13133114.52%
30 Jun, 1362-16.22%
31 Mar, 137427.59%
31 Dec, 12587.41%
30 Sep, 1254-5.26%
30 Jun, 1257-1.72%
31 Mar, 125811.54%
31 Dec, 115240.54%
30 Sep, 1137-21.28%
30 Jun, 114714.63%
31 Mar, 11412.50%
31 Dec, 10405.26%
30 Sep, 103818.75%
30 Jun, 103233.33%
31 Mar, 1024-45.45%
31 Dec, 094429.41%
30 Sep, 0934-
30 Jun, 093447.83%
31 Mar, 0923-17.86%
31 Dec, 082816.67%
30 Sep, 0824-11.11%
30 Jun, 0827-3.57%
31 Mar, 0828-22.22%
31 Dec, 073644.00%
30 Sep, 0725-7.41%
30 Jun, 072735.00%
31 Mar, 0720-20.00%
31 Dec, 06258.70%
30 Sep, 0623-36.11%
30 Jun, 063638.46%
31 Mar, 0626-
31 Dec, 0526333.33%
30 Sep, 056-75.00%
30 Jun, 052414.29%
31 Mar, 05215.00%
31 Dec, 0420-37.50%
30 Sep, 043210.34%
30 Jun, 042911.54%
31 Mar, 04264.00%
31 Dec, 03254.17%
30 Sep, 032420.00%
30 Jun, 0320-13.04%
31 Mar, 032327.78%
31 Dec, 0218-25.00%
30 Sep, 022414.29%
30 Jun, 022110.53%
31 Mar, 0219-5.00%
31 Dec, 0120400.00%
30 Sep, 014-69.23%
30 Jun, 0113-23.53%
31 Mar, 011770.00%
31 Dec, 0010-41.18%
30 Sep, 001741.67%
30 Jun, 001233.33%
31 Mar, 009-18.18%
31 Dec, 9911-15.38%
30 Sep, 991362.50%
30 Jun, 998700.00%
31 Mar, 991-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 244861.46%125,796,4750.14%86.00%1.17%219-2.23%1706.92%
31 Dec, 2347912.44%125,621,773-3.75%85.88%1.20%22414.29%15912.77%
30 Sep, 234265.97%130,519,718-2.10%84.48%1.10%19614.62%141-10.76%
30 Jun, 23402-6.94%133,317,970-6.96%87.55%0.99%171-7.57%158-5.95%
31 Mar, 23432-7.30%143,290,1600.38%94.09%1.10%185-17.41%1687.69%
31 Dec, 224660.65%142,744,5004.08%92.62%1.25%22411.44%156-14.29%
30 Sep, 224635.71%137,152,431-1.08%86.11%1.15%201-10.27%18227.27%
30 Jun, 2243815.26%138,655,686-0.15%86.70%1.19%22443.59%1431.42%
31 Mar, 22380-3.31%138,869,459-2.44%85.31%1.26%156-8.24%141-
31 Dec, 21393-2.00%142,349,276-3.71%82.15%1.00%1701.80%1411.44%
30 Sep, 214011.26%147,838,932-2.24%90.82%1.39%1671.83%139-6.08%
30 Jun, 213964.21%151,222,827-1.19%80.94%1.21%164-1.80%14814.73%
31 Mar, 213800.26%153,048,640-4.47%81.92%1.07%1678.44%129-13.42%
31 Dec, 20379-1.04%160,210,053-5.10%87.34%1.02%154-14.44%1496.43%
30 Sep, 20383-2.54%168,822,397-7.82%92.66%1.04%180-1.64%140-0.71%
30 Jun, 203930.26%183,142,693-2.28%94.32%1.04%1838.28%141-4.08%
31 Mar, 20392-14.22%187,414,404-3.01%95.28%0.96%169-11.98%147-18.33%
31 Dec, 194572.70%193,229,572-6.94%99.56%0.86%1924.35%1807.78%
30 Sep, 19445-5.12%207,650,483-1.27%107.88%1.00%184-8.00%167-4.02%
30 Jun, 194690.43%210,331,0910.92%104.11%1.01%200-16.32%17423.40%
31 Mar, 19467-2.71%208,417,5823.44%101.48%1.06%23910.65%141-9.62%
31 Dec, 184805.26%201,479,1682.63%98.03%1.04%21615.51%156-5.45%
30 Sep, 18456-3.18%196,321,581-0.81%96.87%1.07%187-5.08%1651.85%
30 Jun, 18471-197,932,945-4.15%95.31%0.97%197-6.19%1621.89%
31 Mar, 184711.07%206,497,138-1.39%98.89%0.99%210-9.48%15914.39%
31 Dec, 174663.56%209,400,8023.37%100.15%1.07%23216.58%139-8.55%
30 Sep, 17450-2.60%202,580,8735.37%96.82%1.13%199-8.29%152-1.94%
30 Jun, 174625.48%192,258,703-1.63%92.46%1.10%2170.93%15522.05%
31 Mar, 174382.82%195,435,1541.40%91.84%1.07%21511.40%127-15.33%
31 Dec, 16426-0.70%192,741,224-5.27%92.73%0.96%1931.58%1504.90%
30 Sep, 164291.90%203,459,336-1.17%98.21%1.13%190-10.80%14311.72%
30 Jun, 16421-4.10%205,875,2330.36%93.37%1.38%213-1.39%128-10.49%
31 Mar, 16439-5.39%205,138,4052.49%82.38%1.11%21629.34%143-31.90%
31 Dec, 15464-7.57%200,145,029-22.21%86.31%0.64%167-28.63%21030.43%
30 Sep, 155025.91%257,287,8796.81%115.84%1.53%234-1.27%16115.83%
30 Jun, 15474-0.42%240,884,096-0.50%87.02%1.12%2375.80%139-11.46%
31 Mar, 154762.81%242,091,652-0.06%88.02%1.21%2244.19%1576.08%
31 Dec, 144630.43%242,237,0601.80%85.23%1.15%2150.47%1487.25%
30 Sep, 144611.99%237,958,2880.78%85.96%1.18%2142.88%138-2.82%
30 Jun, 144526.35%236,119,6330.06%85.32%1.15%20823.08%142-11.80%
31 Mar, 144251.67%235,969,4861.17%86.15%1.19%1696.96%161-4.73%
31 Dec, 134182.45%233,240,815-1.95%85.09%1.13%158-18.97%16927.07%
30 Sep, 134083.82%237,884,9483.07%86.75%1.22%195-30.11%133114.52%
30 Jun, 13393115.93%230,809,40978.52%84.16%3.75%279236.14%62-16.22%
31 Mar, 13182-6.19%129,291,83239.15%47.35%4.04%83-18.63%7427.59%
31 Dec, 1219411.49%92,912,206-20.17%34.22%1.87%10218.60%587.41%
30 Sep, 121741.75%116,394,057-17.14%42.73%1.66%864.88%54-5.26%
30 Jun, 121711.18%140,463,874-3.85%50.68%2.11%82-2.38%57-1.72%
31 Mar, 121691.20%146,086,3364.86%49.04%2.17%84-1.18%5811.54%
31 Dec, 1116726.52%139,309,14613.36%47.55%2.70%8528.79%5240.54%
30 Sep, 11132-5.71%122,893,729-15.50%41.93%1.85%66-4.35%37-21.28%
30 Jun, 111404.48%145,430,07623.17%47.61%3.26%697.81%4714.63%
31 Mar, 111340.75%118,075,95217.56%38.18%3.52%64-8.57%412.50%
31 Dec, 101331.53%100,437,5306.12%32.91%3.43%701.45%405.26%
30 Sep, 1013111.02%94,647,7296.34%30.98%4.00%69-2.82%3818.75%
30 Jun, 10118-89,007,64119.10%27.84%5.61%71-2.74%3233.33%
31 Mar, 1011810.28%74,732,601-25.90%22.29%2.43%7373.81%24-45.45%
31 Dec, 09107-6.14%100,848,903-4.91%30.29%2.75%42-28.81%4429.41%
30 Sep, 09114-1.72%106,054,31213.88%33.17%4.28%59-9.23%34-
30 Jun, 091169.43%93,129,944-18.16%27.84%2.38%65-2.99%3447.83%
31 Mar, 09106-5.36%113,790,83018.63%34.19%4.23%67-5.63%23-17.86%
31 Dec, 081122.75%95,923,63130.31%28.44%5.87%717.58%2816.67%
30 Sep, 081091.87%73,613,07517.79%22.00%6.03%6617.86%24-11.11%
30 Jun, 0810713.83%62,495,417-3.34%19.10%4.82%5619.15%27-3.57%
31 Mar, 0894-10.48%64,656,964-33.11%19.90%2.25%47-12.96%28-22.22%
31 Dec, 0710526.51%96,656,7514.55%29.73%3.72%5425.58%3644.00%
30 Sep, 0783-1.19%92,450,507-22.30%28.26%2.09%4310.26%25-7.41%
30 Jun, 0784-1.18%118,984,401258.69%36.74%34.56%39-18.75%2735.00%
31 Mar, 0785-7.61%33,171,827-69.71%10.31%0.89%48-11.11%20-20.00%
31 Dec, 069213.58%109,502,111-2.85%33.97%2.80%5428.57%258.70%
30 Sep, 0681-10.00%112,710,99818.83%34.80%4.05%422.44%23-36.11%
30 Jun, 0690-3.23%94,852,78833.13%29.31%6.25%41-26.79%3638.46%
31 Mar, 06932.20%71,249,675-81.93%21.65%0.15%567.69%26-
31 Dec, 05914.60%394,318,201474.27%120.48%26.77%52-34.18%26333.33%
30 Sep, 0587-2.25%68,663,780403.06%21.21%112.78%7958.00%6-75.00%
30 Jun, 058917.11%13,649,1194.22%4.34%26.91%5013.64%2414.29%
31 Mar, 057615.15%13,096,69458.46%4.01%63.02%4437.50%215.00%
31 Dec, 0466-8.33%8,264,757-29.68%2.52%18.10%32-5.88%20-37.50%
30 Sep, 0472-1.37%11,753,02811.26%3.73%38.48%34-8.11%3210.34%
30 Jun, 0473-19.78%10,563,657-18.02%3.12%23.54%37-28.85%2911.54%
31 Mar, 049110.98%12,886,1645.54%3.64%30.88%528.33%264.00%
31 Dec, 03829.33%12,209,317-25.71%3.43%14.61%489.09%254.17%
30 Sep, 037519.05%16,434,78940.07%4.85%43.80%4425.71%2420.00%
30 Jun, 0363-8.70%11,733,264-8.03%3.33%26.16%35-5.41%20-13.04%
31 Mar, 0369-6.76%12,757,906-19.94%3.57%17.96%37-27.45%2327.78%
31 Dec, 02747.25%15,935,95039.68%4.46%42.60%5134.21%18-25.00%
30 Sep, 02691.47%11,408,925-17.47%3.23%22.23%38-11.63%2414.29%
30 Jun, 026819.30%13,824,189-5.99%3.81%23.51%4330.30%2110.53%
31 Mar, 02579.62%14,704,743-1.75%4.03%24.64%3337.50%19-5.00%
31 Dec, 0152-14,967,23117.86%4.04%32.93%24-47.83%20400.00%
30 Sep, 015213.04%12,698,87417.19%3.50%40.35%4664.29%4-69.23%
30 Jun, 014624.32%10,836,42312.24%2.95%42.26%2855.56%13-23.53%
31 Mar, 01375.71%9,654,749-40.82%2.64%14.05%18-10.00%1770.00%
31 Dec, 00356.06%16,313,0062.75%4.33%23.25%2066.67%10-41.18%
30 Sep, 0033-15.38%15,876,063-19.68%4.32%15.38%12-45.45%1741.67%
30 Jun, 003914.71%19,766,492-22.33%5.30%12.52%224.76%1233.33%
31 Mar, 0034-25,448,94520.85%6.50%22.71%2123.53%9-18.18%
31 Dec, 9934-8.11%21,057,631-13.65%5.35%12.52%17-5.56%11-15.38%
30 Sep, 993715.63%24,386,477-4.53%6.54%15.31%18-1362.50%
30 Jun, 993210.34%25,544,0047.24%6.54%18.32%18-35.71%8700.00%
31 Mar, 99292800.00%23,819,831203645.03%5.97%66399123.33%282700.00%1-
31 Dec, 981-11,691-0.00%-1---

H&R Block Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 23, 2024Jones Jeffrey J IIdirector, officer President & CEOS-SaleSell85,921$49.21$4.23M755,359
Feb 20, 2024Jones Jeffrey J IIdirector, officer President & CEOS-SaleSell14,938$48.02$717.35K841,280
Nov 27, 2023Bowen Tony Gofficer Chief Financial OfficerS-SaleSell46,892$47.10$2.21M125,590
Sep 12, 2023Logerwell Kellie Jofficer VP & Chief Acct OfficerS-SaleSell8,000$39.61$316.84K27,721

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 23, 2024Jones Jeffrey J IIdirector, officer President & CEOS-SaleSell85,921$49.21$4.23M755,359
Feb 20, 2024Jones Jeffrey J IIdirector, officer President & CEOS-SaleSell14,938$48.02$717.35K841,280
Feb 02, 2024Redler Dara Sofficer Chief Legal OfficerF-InKindSell3,262$46.38$151.29K30,884
Nov 27, 2023Bowen Tony Gofficer Chief Financial OfficerS-SaleSell46,892$47.10$2.21M125,590
Sep 12, 2023Logerwell Kellie Jofficer VP & Chief Acct OfficerS-SaleSell8,000$39.61$316.84K27,721
Sep 05, 2023Redler Dara Sofficer Chief Legal OfficerF-InKindSell1,142$39.98$45.66K33,714
Sep 05, 2023Bowen Tony Gofficer Chief Financial OfficerF-InKindSell6,134$39.98$245.24K172,206
Sep 05, 2023Logerwell Kellie Jofficer VP & Chief Acct OfficerF-InKindSell998$39.98$39.90K35,721

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 23, 2024Jones Jeffrey J IIdirector, officer President & CEOS-SaleSell85,921$49.21$4.23M755,359
Feb 20, 2024Jones Jeffrey J IIdirector, officer President & CEOS-SaleSell14,938$48.02$717.35K841,280
Feb 02, 2024Redler Dara Sofficer Chief Legal OfficerF-InKindSell3,262$46.38$151.29K30,884
Nov 27, 2023Bowen Tony Gofficer Chief Financial OfficerS-SaleSell46,892$47.10$2.21M125,590
Nov 07, 2023Mends Miadirector-A-AwardBuy4,540--20,156
Nov 07, 2023Johnson Richard Adirector-A-AwardBuy4,540--74,299
Nov 07, 2023Winter Matthew Edirector-A-AwardBuy4,540--49,216
Nov 07, 2023REICH VICTORIAdirector-A-AwardBuy4,540--103,508
Nov 07, 2023Piazza Yolande Gdirector-A-AwardBuy4,540--28,187
Nov 07, 2023Gupta Anuradhadirector-A-AwardBuy4,540--34,235
Nov 07, 2023Gerard Robert Adirector-A-AwardBuy9,318--290,330
Nov 07, 2023Cohan Seandirector-A-AwardBuy4,540--20,156
Sep 12, 2023Logerwell Kellie Jofficer VP & Chief Acct OfficerS-SaleSell8,000$39.61$316.84K27,721
Sep 05, 2023Redler Dara Sofficer Chief Legal OfficerA-AwardBuy9,193--34,856
Sep 05, 2023Redler Dara Sofficer Chief Legal OfficerF-InKindSell1,142$39.98$45.66K33,714
Sep 05, 2023Bowen Tony Gofficer Chief Financial OfficerA-AwardBuy15,758--178,340
Sep 05, 2023Bowen Tony Gofficer Chief Financial OfficerF-InKindSell6,134$39.98$245.24K172,206
Sep 05, 2023Logerwell Kellie Jofficer VP & Chief Acct OfficerA-AwardBuy2,452--36,719
Sep 05, 2023Logerwell Kellie Jofficer VP & Chief Acct OfficerF-InKindSell998$39.98$39.90K35,721
Sep 05, 2023Jones Jeffrey J IIdirector, officer President & CEOA-AwardBuy61,281--873,430

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

DateBuySellBuy/Sell Ratio
Q1 2024-3-
Q4 202381800.00%
Q3 202371258.33%
Q2 20232366.67%
Q1 2023-1-
Q4 202292450.00%
Q3 2022101662.50%
Q2 2022-4-
Q1 20221--
Q4 20211--
Q3 2021272993.10%