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

OverviewForecastRevenueFinancialsChartTranscripts

H&R Block Ownership Summary

H&R Block is owned by 90.33% institutional investors, 1.17% insiders, and 8.51% retail investors. Fmr is the largest institutional shareholder, holding 15.00% of HRB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.22% of its assets in H&R Block shares.

HRB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockH&R Block90.33%1.17%8.51%
SectorConsumer Cyclical Stocks 57.51%11.91%30.59%
IndustryPersonal Services Stocks 61.34%9.12%29.55%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv4.41M3.22%-15.49K
iShares Core S&P Mid-Cap ETF4.40M3.21%2.38K
Vanguard Small Cap Index3.50M2.56%6.85K
Schwab US Dividend Equity ETF™3.44M2.49%3.04K
FullerThaler Behavioral Small-Cap Equity3.35M2.42%-
FullerThaler Behavioral Sm-Cp Eq R63.35M2.42%359.10K
Fidelity Series Value Discovery3.21M2.32%-526.00K
Strategic Advisers Fidelity US TtlStk3.09M2.23%-484.55K
iShares Select Dividend ETF2.74M2.00%-920.00
Vanguard Small Cap Value Index Inv2.37M1.73%-816.00

Recent Insider Transactions

DateNameRoleActivityValue
Sep 16, 2024Logerwell Kellie J VP & Chief Acct OfficerSell$515.28K
Sep 03, 2024Jones Jeffrey J II President & CEOSell$613.17K
Aug 19, 2024Redler Dara S Chief Legal OfficerSell$583.31K
Aug 19, 2024Logerwell Kellie J VP & Chief Acct OfficerSell$639.99K
Aug 19, 2024Bowen Tony G Chief Financial OfficerSell$5.17M

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3-6
2024 Q2--
2024 Q1-2
2023 Q4-1

HRB Ownership FAQ

Who Owns H&R Block?

H&R Block shareholders are primarily institutional investors at 90.33%, followed by 1.17% insiders and 8.50% retail investors. The average institutional ownership in H&R Block's industry, Personal Services Stocks , is 61.34%, which H&R Block exceeds.

Who owns the most shares of H&R Block?

H&R Block’s largest shareholders are Fmr (20.93M shares, 15.00%), Blackrock (16.3M shares, 11.68%), and Vanguard group (14.7M shares, 10.54%). Together, they hold 37.22% of H&R Block’s total shares outstanding.

Does Blackrock own H&R Block?

Yes, BlackRock owns 11.68% of H&R Block, totaling 16.3M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 883.9M$. In the last quarter, BlackRock decreased its holdings by -332K shares, a -2.00% change.

Who is H&R Block’s biggest shareholder by percentage of total assets invested?

Prevatt capital is H&R Block’s biggest shareholder by percentage of total assets invested, with 7.78% of its assets in 460K H&R Block shares, valued at 24.95M$.

Who is the top mutual fund holder of H&R Block shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of H&R Block shares, with 3.22% of its total shares outstanding invested in 4.41M H&R Block shares.

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