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

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H&R Block Ownership Summary

H&R Block is owned by 67.41% institutional investors, 1.35% insiders, and 31.25% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.75% of HRB shares. FullerThaler Behavioral Small-Cap Equity is the top mutual fund, with 3.35% of its assets in H&R Block shares.

HRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	H&R Block	67.41%	1.35%	31.25%
Sector	Consumer Cyclical Stocks	48.44%	13.23%	38.33%
Industry	Personal Services Stocks	52.40%	9.56%	38.04%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	16.44M	11.75%	$868.72M
Blackrock	16.30M	11.68%	$883.90M
Fmr	14.41M	10.30%	$761.37M
Vanguard group	14.25M	10.19%	$753.14M
Charles schwab investment management	5.22M	3.73%	$275.80M
Fuller & thaler asset management	4.70M	3.36%	$248.45M
State street	4.59M	3.28%	$244.45M
Boston partners	4.50M	3.22%	$237.81M
Pacer advisors	2.74M	1.96%	$144.53M
Geode capital management	2.60M	1.86%	$137.46M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Prevatt capital	460.00K	7.00%	$24.31M
Round hill asset management	59.09K	2.20%	$3.12M
Blue whale capital llp	489.69K	1.92%	$25.88M
Strategic wealth investment group	93.57K	1.69%	$22.66M
Aurora investment counsel	56.18K	1.63%	$2.97M
Rings capital management	53.00K	1.46%	$2.80M
Ibex wealth advisors	193.61K	1.20%	$10.23B
Cunning capital partners, lp	37.58K	1.19%	$1.99M
Optimist retirement group	42.85K	1.07%	$2.26M
Tealwood asset management	47.22K	1.03%	$2.50M

Top Buyers

Holder	Shares	% Assets	Change
Boston partners	4.50M	0.29%	1.66M
Norges bank	1.08M	0.01%	1.08M
Lazard asset management	2.59M	0.20%	695.58K
Ubs group	823.49K	0.01%	650.30K
Fuller & thaler asset management	4.70M	0.94%	523.35K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	14.41M	0.05%	-4.52M
Voloridge investment management	-	-	-657.57K
Renaissance	59.80K	0.00%	-510.30K
Victory capital management	74.61K	0.00%	-424.94K
Blackrock	16.30M	0.02%	-332.11K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.08M	0.01%	1.08M	$57.25M
Boston trust walden	483.57K	0.18%	483.57K	$25.55M
Liontrust investment partners llp	292.88K	0.22%	292.88K	$15.48M
Raymond james financial	202.97K	0.00%	202.97K	$10.73M
Peak6	104.62K	0.01%	104.62K	$5.53M

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
Claris advisors, llc / mo /	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	418	-25.49%	94,309,576	-23.11%	67	0.88%	214	-21.32%	129	-25.86%
Sep 30, 2024	552	8.24%	122,361,851	-2.98%	86	1.09%	269	13.50%	170	3.03%
Jun 30, 2024	504	-0.59%	126,027,874	0.13%	90	1.11%	234	3.08%	163	-7.39%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
FullerThaler Behavioral Small-Cap Equity	4.48M	3.35%	504.90K
FullerThaler Behavioral Sm-Cp Eq R6	4.48M	3.35%	504.90K
Vanguard US Total Market Shares ETF	4.42M	3.30%	3.33K
iShares Core S&P Mid-Cap ETF	4.37M	3.27%	7.67K
Vanguard Total Stock Mkt Idx Inv	4.31M	3.22%	20.32K
Schwab US Dividend Equity ETF™	3.67M	2.74%	3.03K
Vanguard Small Cap Index	3.50M	2.61%	2.85K
JHancock Disciplined Value Mid Cap I	3.41M	2.54%	9.44K
iShares Select Dividend ETF	2.85M	2.13%	-
Fidelity Series Value Discovery	2.76M	2.06%	-

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 67.41%, followed by 1.35% insiders and 31.24% retail investors. The average institutional ownership in H&R Block's industry, Personal Services Stocks , is 52.40%, which H&R Block exceeds.

Who owns the most shares of H&R Block?

H&R Block’s largest shareholders are Blackrock funding, inc. /de (16.44M shares, 11.75%), Blackrock (16.3M shares, 11.68%), and Fmr (14.41M shares, 10.30%). Together, they hold 33.73% 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 7.00% of its assets in 460K H&R Block shares, valued at 24.31M$.

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

FullerThaler Behavioral Small-Cap Equity is the top mutual fund holder of H&R Block shares, with 3.35% of its total shares outstanding invested in 4.48M H&R Block shares.

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