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

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H&R Block Ownership Summary

H&R Block is owned by 86.21% institutional investors, 1.17% insiders, and 12.62% retail investors. Fmr is the largest institutional shareholder, holding 15.00% of HRB shares. 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

Type	Name	% Inst	% Insiders	% Retail
Stock	H&R Block	86.21%	1.17%	12.62%
Sector	Consumer Cyclical Stocks	59.49%	12.59%	27.92%
Industry	Personal Services Stocks	55.12%	10.52%	34.36%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	20.93M	15.00%	$1.13B
Blackrock	16.30M	11.68%	$883.90M
Vanguard group	14.70M	10.54%	$797.33M
State street	4.71M	3.37%	$256.81M
Charles schwab investment management	4.68M	3.36%	$253.88M
Fuller & thaler asset management	3.54M	2.54%	$191.87M
Wellington management group llp	3.37M	2.41%	$182.60M
Boston partners	3.25M	2.33%	$176.44M
Pacer advisors	2.74M	1.96%	$148.49M
Geode capital management	2.68M	1.92%	$145.38M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Prevatt capital	460.00K	7.78%	$24.95M
Blue whale capital llp	742.50K	3.84%	$40.27M
Round hill asset management	62.23K	2.15%	$3.37M
Rings capital management	53.00K	1.50%	$2.87M
Lingohr & partner asset management gmbh	10.12K	1.37%	$549.00K
Optimist retirement group	45.44K	1.29%	$2.46M
Cunning capital partners, lp	37.58K	1.14%	$2.04M
Newedge wealth	957.59K	1.12%	$51.93M
Rodgers brothers	117.35K	0.86%	$6.36M
Monument capital management	52.14K	0.83%	$2.83M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.67M	0.01%	1.67M
Pacer advisors	2.74M	0.34%	939.27K
Goldman sachs group	1.50M	0.01%	724.74K
Aqr capital management	2.13M	0.18%	606.25K
Qube research	470.35K	0.04%	466.71K

Top Sellers

Holder	Shares	% Assets	Change
Lazard asset management	2.26M	0.15%	-2.64M
State street	4.71M	0.01%	-790.62K
Voloridge investment management	-	-	-657.57K
Man group	4.91K	0.00%	-381.34K
Blackrock	16.30M	0.02%	-332.11K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.67M	0.01%	1.67M	$90.61M
Moran wealth management	319.71K	0.57%	319.71K	$17.34M
Cambria investment management	226.89K	0.75%	226.89K	$12.30M
Corebridge financial	176.81K	0.05%	176.81K	$9.59M
Allianz asset management gmbh	92.34K	0.01%	92.34K	$5.01M

Sold Out

Holder	Change
Rakuten securities	-2.00
Tfo-tdc	-3.00
Td capital management	-4.00
Mine & arao wealth creation & management, llc.	-8.00
Cypress capital	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	552	8.24%	122,361,851	-2.98%	86	1.09%	269	13.50%	170	3.03%
Jun 30, 2024	504	-0.59%	126,027,874	0.13%	90	1.11%	234	3.08%	163	-7.39%
Mar 31, 2024	507	3.89%	125,860,184	0.14%	90	1.16%	227	-0.44%	176	10.00%
Dec 31, 2023	488	12.44%	125,688,910	-3.73%	88	1.11%	228	15.15%	160	11.89%
Sep 30, 2023	434	5.34%	130,554,394	-3.11%	89	1.14%	198	16.47%	143	-12.80%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	4.41M	3.22%	-15.49K
iShares Core S&P Mid-Cap ETF	4.40M	3.21%	2.38K
Vanguard Small Cap Index	3.50M	2.56%	6.85K
Schwab US Dividend Equity ETF™	3.44M	2.49%	3.04K
FullerThaler Behavioral Sm-Cp Eq R6	3.35M	2.42%	359.10K
FullerThaler Behavioral Small-Cap Equity	3.35M	2.42%	-
Fidelity Series Value Discovery	3.21M	2.32%	-526.00K
Strategic Advisers Fidelity US TtlStk	3.09M	2.23%	-484.55K
iShares Select Dividend ETF	2.74M	2.00%	-920.00
Vanguard Small Cap Value Index Inv	2.37M	1.73%	-816.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 16, 2024	Logerwell Kellie J	VP & Chief Acct Officer	Sell	$515.28K
Sep 03, 2024	Jones Jeffrey J II	President & CEO	Sell	$613.17K
Aug 19, 2024	Redler Dara S	Chief Legal Officer	Sell	$583.31K
Aug 19, 2024	Logerwell Kellie J	VP & Chief Acct Officer	Sell	$639.99K
Aug 19, 2024	Bowen Tony G	Chief Financial Officer	Sell	$5.17M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	6
2024 Q2	-	-
2024 Q1	-	2
2023 Q4	-	1

HRB Ownership FAQ

Who Owns H&R Block?

H&R Block shareholders are primarily institutional investors at 86.21%, followed by 1.17% insiders and 12.62% retail investors. The average institutional ownership in H&R Block's industry, Personal Services Stocks , is 55.12%, 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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