H&R Block Ownership 2024 | Who Owns H&R Block Now?
Institutional Ownership
15.75%
Insider Ownership
1.15%
Retail Ownership
83.09%
Institutional Holders
236.00
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 | 15.00% | 0.07% | 20,929,029 | 137,805 | 0.66% | 1,134,981,267 | Jun 30, 2024 |
| BLACKROCK INC. | 11.68% | 0.02% | 16,299,068 | -332,106 | -2.00% | 883,898,472 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.54% | 0.02% | 14,702,829 | 461,113 | 3.24% | 797,334,417 | Jun 30, 2024 |
| STATE STREET CORP | 3.37% | 0.01% | 4,706,022 | -790,622 | -14.38% | 256,814,394,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.36% | 0.05% | 4,681,475 | 26,073 | 0.56% | 253,876,375 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.54% | 0.82% | 3,538,138 | 382,010 | 12.10% | 191,873,238 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.41% | 0.03% | 3,367,203 | -6,509 | -0.19% | 182,603,418 | Jun 30, 2024 |
| BOSTON PARTNERS | 2.33% | 0.22% | 3,253,726 | -17,193 | -0.53% | 176,443,003 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 1.96% | 0.34% | 2,738,190 | 939,270 | 52.21% | 148,492,044 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.92% | 0.01% | 2,675,056 | 57,205 | 2.19% | 145,376,728 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.78% | 0.04% | 2,484,417 | 23,792 | 0.97% | 134,726,003 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 1.62% | 0.15% | 2,263,076 | -2,636,363 | -53.81% | 122,724,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.59% | 0.02% | 2,215,243 | 211,786 | 10.57% | 120,132,628,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.53% | 0.18% | 2,131,451 | 606,250 | 39.75% | 115,418,080 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.25% | 0.02% | 1,748,095 | -14,324 | -0.81% | 94,799,225 | Jun 30, 2024 |
| NORGES BANK | 1.20% | 0.01% | 1,670,801 | 1,670,801 | 100.00% | 90,607,538 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.13% | 0.19% | 1,575,491 | -40,870 | -2.53% | 85,439,000 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.11% | 0.07% | 1,550,298 | -256,604 | -14.20% | 84,073,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.08% | 0.01% | 1,501,656 | 724,736 | 93.28% | 81,434,793 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.95% | 0.02% | 1,324,879 | 39,848 | 3.10% | 71,848,000 | Jun 30, 2024 |
H&R Block's largest institutional shareholder is FMR LLC, holding 15.00% of the company's total share outstanding, currently valued at $1.13B. The top 10 institutional shareholders own together 55.11% 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 | 0.33% | 7.78% | 460,000 | - | - | 24,945,800 | Jun 30, 2024 |
| BLUE WHALE CAPITAL LLP | 0.53% | 3.84% | 742,500 | 92,500 | 14.23% | 40,265,775 | Jun 30, 2024 |
| ROUND HILL ASSET MANAGEMENT | 0.04% | 2.15% | 62,228 | -1,071 | -1.69% | 3,374,624 | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | 0.14% | 1.60% | 188,637 | -46,471 | -19.77% | 10,229,812 | Jun 30, 2024 |
| RINGS CAPITAL MANAGEMENT LLC | 0.04% | 1.50% | 53,000 | - | - | 2,874,190 | Jun 30, 2024 |
| LINGOHR & PARTNER ASSET MANAGEMENT GMBH | 0.01% | 1.37% | 10,122 | -4,254 | -29.59% | 549,000 | Jun 30, 2024 |
| OPTIMIST RETIREMENT GROUP LLC | 0.03% | 1.29% | 45,436 | -4,593 | -9.18% | 2,464,020 | Jun 30, 2024 |
| CUNNING CAPITAL PARTNERS, LP | 0.03% | 1.14% | 37,575 | - | - | 2,038,000 | Jun 30, 2024 |
| NEWEDGE WEALTH, LLC | 0.69% | 1.12% | 957,589 | 13,245 | 1.40% | 51,930,070 | Jun 30, 2024 |
| RODGERS BROTHERS INC. | 0.08% | 0.86% | 117,350 | -37,250 | -24.09% | 6,363,891 | Jun 30, 2024 |
| MONUMENT CAPITAL MANAGEMENT | 0.04% | 0.83% | 52,139 | 1,546 | 3.06% | 2,827,472 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.54% | 0.82% | 3,538,138 | 382,010 | 12.10% | 191,873,238 | Jun 30, 2024 |
| KENDALL CAPITAL MANAGEMENT | 0.03% | 0.76% | 42,290 | 11,285 | 36.40% | 2,293,387 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.16% | 0.75% | 226,890 | 226,890 | 100.00% | 12,304,245 | Jun 30, 2024 |
| SOUND INCOME STRATEGIES, LLC | 0.15% | 0.71% | 208,233 | -64,362 | -23.61% | 11,292,477 | Jun 30, 2024 |
| TCM ADVISORS, LLC | 0.01% | 0.64% | 13,500 | -7,900 | -36.92% | 732,105 | Jun 30, 2024 |
| FORT, L.P. | 0.00% | 0.64% | 4,611 | 4,611 | 100.00% | 250,055 | Jun 30, 2024 |
| ARGYLE CAPITAL MANAGEMENT INC. | 0.02% | 0.61% | 27,300 | - | - | 1,480,479 | Jun 30, 2024 |
| FCF ADVISORS LLC | 0.03% | 0.59% | 44,049 | 11,814 | 36.65% | 2,388,777 | Jun 30, 2024 |
| MORAN WEALTH MANAGEMENT, LLC | 0.23% | 0.57% | 319,714 | 319,714 | 100.00% | 17,338,090 | Jun 30, 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 7.78% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.20% | 0.01% | 1,670,801 | 1,670,801 | 100.00% | 90,607,538 | Jun 30, 2024 |
| PACER ADVISORS, INC. | 1.96% | 0.34% | 2,738,190 | 939,270 | 52.21% | 148,492,044 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.08% | 0.01% | 1,501,656 | 724,736 | 93.28% | 81,434,793 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.53% | 0.18% | 2,131,451 | 606,250 | 39.75% | 115,418,080 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.34% | 0.04% | 470,352 | 466,706 | 12800.49% | 25,507,189 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.54% | 0.02% | 14,702,829 | 461,113 | 3.24% | 797,334,417 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.54% | 0.82% | 3,538,138 | 382,010 | 12.10% | 191,873,238 | Jun 30, 2024 |
| MORAN WEALTH MANAGEMENT, LLC | 0.23% | 0.57% | 319,714 | 319,714 | 100.00% | 17,338,090 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.62% | 0.00% | 869,773 | 280,411 | 47.58% | 47,167,778 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.61% | 0.01% | 849,661 | 269,434 | 46.44% | 46,078,000 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.16% | 0.75% | 226,890 | 226,890 | 100.00% | 12,304,245 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.59% | 0.02% | 2,215,243 | 211,786 | 10.57% | 120,132,628,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.39% | 0.01% | 541,245 | 209,608 | 63.20% | 29,351,717 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.05% | 176,811 | 176,811 | 100.00% | 9,588,461 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.20% | 0.01% | 276,358 | 148,790 | 116.64% | 14,986,894 | Jun 30, 2024 |
| FMR LLC | 15.00% | 0.07% | 20,929,029 | 137,805 | 0.66% | 1,134,981,267 | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.13% | 0.05% | 175,087 | 128,676 | 277.25% | 9,495,000 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.09% | 0.04% | 127,437 | 127,437 | 100.00% | 6,910,000 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.27% | 0.02% | 381,846 | 124,809 | 48.56% | 20,707,509 | Jun 30, 2024 |
| INVESCO LTD. | 0.87% | 0.01% | 1,209,665 | 117,339 | 10.74% | 65,600,133 | Jun 30, 2024 |
As of Jun 30 2024, H&R Block's largest institutional buyer is NORGES BANK. The company purchased 1.67M stocks of HRB, valued at $90.61M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 1.62% | 0.15% | 2,263,076 | -2,636,363 | -53.81% | 122,724,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.02% | 0.00% | 33,550 | -803,659 | -95.99% | 1,819,417 | Jun 30, 2024 |
| STATE STREET CORP | 3.37% | 0.01% | 4,706,022 | -790,622 | -14.38% | 256,814,394,000 | Jun 30, 2024 |
| MAN GROUP PLC | 0.00% | 0.00% | 4,907 | -381,336 | -98.73% | 266,107 | Jun 30, 2024 |
| BLACKROCK INC. | 11.68% | 0.02% | 16,299,068 | -332,106 | -2.00% | 883,898,472 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.17% | 0.03% | 243,647 | -304,549 | -55.55% | 13,212,978 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.11% | 0.07% | 1,550,298 | -256,604 | -14.20% | 84,073,000 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.47% | 0.13% | 657,571 | -211,638 | -24.35% | 35,660,075 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.11% | 0.04% | 157,686 | -188,021 | -54.39% | 8,551,312 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -185,503 | -100.00% | - | Jun 30, 2024 |
| PARADIEM, LLC | - | - | - | -163,878 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.33% | 0.02% | 462,811 | -158,403 | -25.50% | 25,098,241 | Jun 30, 2024 |
| MORGAN STANLEY | 0.72% | 0.00% | 997,883 | -126,217 | -11.23% | 54,115,319 | Jun 30, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | 0.07% | 0.11% | 100,778 | -114,224 | -53.13% | 5,465,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.51% | 0.03% | 715,223 | -102,398 | -12.52% | 38,786,543 | Jun 30, 2024 |
| BARCLAYS PLC | 0.06% | 0.00% | 86,062 | -92,225 | -51.73% | 4,668,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -82,637 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -69,100 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -68,958 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -67,244 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, H&R Block's biggest institutional seller is LAZARD ASSET MANAGEMENT LLC. The company sold -2.64M shares of HRB, valued at $122.72M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.20% | 0.01% | 1,670,801 | 1,670,801 | 100.00% | 90,607,538 | Jun 30, 2024 |
| MORAN WEALTH MANAGEMENT, LLC | 0.23% | 0.57% | 319,714 | 319,714 | 100.00% | 17,338,090 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.16% | 0.75% | 226,890 | 226,890 | 100.00% | 12,304,245 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.05% | 176,811 | 176,811 | 100.00% | 9,588,461 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.07% | 0.01% | 92,343 | 92,343 | 100.00% | 5,007,761 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.03% | 0.01% | 40,796 | 40,796 | 100.00% | 2,212,367 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.03% | 0.00% | 40,034 | 40,034 | 100.00% | 689,000 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.02% | 0.03% | 22,200 | 22,200 | 100.00% | 1,203,906 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.02% | 0.04% | 22,056 | 22,056 | 100.00% | 1,193,099 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.02% | 0.01% | 21,871 | 21,871 | 100.00% | 1,186,065 | Jun 30, 2024 |
| KESSLER INVESTMENT GROUP, LLC | 0.01% | 0.56% | 18,984 | 18,984 | 100.00% | 1,029,502 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.01% | 0.11% | 18,755 | 18,755 | 100.00% | 1,017,084 | Jun 30, 2024 |
| AXIOM ADVISORY, LLC | 0.01% | 0.01% | 17,766 | 17,766 | 100.00% | 884,451 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.01% | 0.00% | 15,758 | 15,758 | 100.00% | 854,556 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.03% | 14,053 | 14,053 | 100.00% | 762,000 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 9,091 | 9,091 | 100.00% | 493,005 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.01% | 0.00% | 8,503 | 8,503 | 100.00% | 461,118,000 | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | 0.00% | 0.02% | 6,886 | 6,886 | 100.00% | 382,380 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 6,558 | 6,558 | 100.00% | 355,622 | Jun 30, 2024 |
| TRUE VISION MN LLC | 0.00% | 0.22% | 6,234 | 6,234 | 100.00% | 340,065 | Jun 30, 2024 |
| MERIT FINANCIAL GROUP, LLC | 0.00% | 0.01% | 5,976 | 5,976 | 100.00% | 324,063 | Jun 30, 2024 |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 0.00% | 0.02% | 5,686 | 5,686 | 100.00% | 310,196 | Jun 30, 2024 |
| BROWN CAPITAL MANAGEMENT LLC | 0.00% | 0.01% | 5,585 | 5,585 | 100.00% | 302,875 | Jun 30, 2024 |
| TRUEMARK INVESTMENTS, LLC | 0.00% | 0.10% | 5,414 | 5,414 | 100.00% | 293,601 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.00% | 0.00% | 5,364 | 5,364 | 100.00% | 290,889 | Jun 30, 2024 |
| CAPROCK GROUP, LLC | 0.00% | 0.01% | 5,156 | 5,156 | 100.00% | 281,266 | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | 0.00% | 0.03% | 5,127 | 5,127 | 100.00% | 278,037 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 5,116 | 5,116 | 100.00% | 277,441 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.05% | 4,958 | 4,958 | 100.00% | 268,872 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 4,744 | 4,744 | 100.00% | 257,267 | Jun 30, 2024 |
| FORT, L.P. | 0.00% | 0.64% | 4,611 | 4,611 | 100.00% | 250,055 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.00% | 4,300 | 4,300 | 100.00% | 233,189 | Jun 30, 2024 |
| BROWN BROTHERS HARRIMAN & CO | 0.00% | 0.00% | 4,180 | 4,180 | 100.00% | 226,681 | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC PARTNERS | 0.00% | 0.01% | 4,061 | 4,061 | 100.00% | 220,279 | Jun 30, 2024 |
| THRIVE WEALTH MANAGEMENT, LLC | 0.00% | 0.04% | 4,040 | 4,040 | 100.00% | 219,089 | Jun 30, 2024 |
| RETIREMENT PLANNING GROUP | 0.00% | 0.01% | 3,931 | 3,931 | 100.00% | 213,178 | Jun 30, 2024 |
| TAYLOR HOFFMAN WEALTH MANAGEMENT | 0.00% | 0.08% | 3,772 | 3,772 | 100.00% | 206,442 | Jun 30, 2024 |
| GRIES FINANCIAL LLC | 0.00% | 0.04% | 3,758 | 3,758 | 100.00% | 203,796 | Jun 30, 2024 |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 0.00% | 0.01% | 3,718 | 3,718 | 100.00% | 201,628 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 1,797 | 1,797 | 100.00% | 96,446 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | 0.00% | 1,303 | 1,303 | 100.00% | 70,687 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.01% | 1,002 | 1,002 | 100.00% | 54,339 | Jun 30, 2024 |
| TRANSCENDENT CAPITAL GROUP LLC | 0.00% | 0.02% | 500 | 500 | 100.00% | 27,115 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 353 | 353 | 100.00% | 19,143 | Jun 30, 2024 |
| WHITTIER TRUST CO | 0.00% | 0.00% | 292 | 292 | 100.00% | 15,832 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 268 | 268 | 100.00% | 14,514 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 229 | 229 | 100.00% | 12,419 | Jun 30, 2024 |
| ITAU UNIBANCO HOLDING S.A. | 0.00% | 0.00% | 135 | 135 | 100.00% | 8,706 | Jun 30, 2024 |
| LEGEND FINANCIAL ADVISORS, INC. | 0.00% | 0.00% | 123 | 123 | 100.00% | 6,670 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | 0.00% | 0.00% | 76 | 76 | 100.00% | 4,121 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 58 | 58 | 100.00% | 3,146 | Jun 30, 2024 |
| HALLMARK CAPITAL MANAGEMENT INC | - | 0.00% | 50 | 50 | 100.00% | 2,712 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 41 | 41 | 100.00% | 2,223 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 36 | 36 | 100.00% | 1,952 | Jun 30, 2024 |
| CAPITAL ANALYSTS, LLC | - | 0.00% | 30 | 30 | 100.00% | 2,000 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | - | 25 | 25 | 100.00% | 1,356 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | - | 0.00% | 13 | 13 | 100.00% | 710 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 6 | 6 | 100.00% | 349 | Jun 30, 2024 |
H&R Block's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.67M shares, valued at $90.61M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -185,503 | -100.00% | - | Jun 30, 2024 |
| PARADIEM, LLC | - | - | - | -163,878 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -82,637 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -69,100 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -68,958 | -100.00% | - | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -67,244 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -64,129 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -62,260 | -100.00% | - | Jun 30, 2024 |
| VERITY & VERITY, LLC | - | - | - | -49,712 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -40,200 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -35,300 | -100.00% | - | Jun 30, 2024 |
| AVIVA PLC | - | - | - | -35,054 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH ADVISORS, LLC | - | - | - | -34,684 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -23,988 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -22,524 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -19,719 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -17,793 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -17,500 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -16,700 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -12,788 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -9,856 | -100.00% | - | Jun 30, 2024 |
| LMR PARTNERS LLP | - | - | - | -9,448 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -8,662 | -100.00% | - | Jun 30, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -7,835 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -7,808 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -7,699 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -7,500 | -100.00% | - | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -7,167 | -100.00% | - | Jun 30, 2024 |
| LIDO ADVISORS, LLC | - | - | - | -7,101 | -100.00% | - | Jun 30, 2024 |
| GREEN SQUARE CAPITAL ADVISORS LLC | - | - | - | -7,019 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -6,823 | -100.00% | - | Jun 30, 2024 |
| DELAP WEALTH ADVISORY, LLC | - | - | - | -6,398 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -6,276 | -100.00% | - | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | - | - | - | -6,000 | -100.00% | - | Jun 30, 2024 |
| EHP FUNDS INC. | - | - | - | -5,300 | -100.00% | - | Jun 30, 2024 |
| SALOMON & LUDWIN, LLC | - | - | - | -2,537 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -2,052 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -1,996 | -100.00% | - | Jun 30, 2024 |
| CHIRON INVESTMENT MANAGEMENT, LLC | - | - | - | -1,327 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -763 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -403 | -100.00% | - | Jun 30, 2024 |
| WETZEL INVESTMENT ADVISORS, INC. | - | - | - | -151 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -120 | -100.00% | - | Jun 30, 2024 |
| SOUTHSTATE CORP | - | - | - | -115 | -100.00% | - | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | - | - | -62 | -100.00% | - | Jun 30, 2024 |
| PINGORA PARTNERS LLC | - | - | - | -55 | -100.00% | - | Jun 30, 2024 |
| GOALVEST ADVISORY LLC | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
| PLANNING CAPITAL MANAGEMENT CORP | - | - | - | -33 | -100.00% | - | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| TD CAPITAL MANAGEMENT LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| RAKUTEN SECURITIES, INC. | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
H&R Block's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -0.19M shares, valued at -, as of undefined.
H&R Block Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HIGHLAND FUNDS II | 50.68% | 750,000 | - | - | Dec 31, 2023 |
| ARCHER INVESTMENT SERIES TRUST | 1.47% | 450,000 | - | - | Feb 29, 2024 |
| THOMPSON IM FUNDS INC | 1.21% | 19,165,000 | - | - | Feb 29, 2024 |
| 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 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 0.68% | 10,926 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.67% | 350,000 | - | - | Mar 31, 2024 |
| 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 |
| Nuveen Core Equity Alpha Fund | 0.37% | 26,380 | - | - | Mar 31, 2024 |
| GABELLI ASSET FUND | 0.37% | 133,000 | - | - | Dec 29, 2023 |
| Index Funds | 0.36% | 4,542 | - | - | Dec 31, 2021 |
| MASTER ADVANTAGE SMID CAP LLC | 0.36% | 44,521 | - | - | Dec 31, 2020 |
| 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 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.29% | 1,140,718 | -26,126 | -2.24% | Mar 28, 2024 |
| 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 |
| Frost Family of Funds | 0.24% | 9,128,000 | - | - | Jan 31, 2024 |
| CALDWELL & ORKIN FUNDS INC | 0.22% | 3,000 | - | - | Jan 31, 2024 |
| Agility Multi-Asset Income Fund | 0.21% | 21,342 | - | - | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.21% | 89,001 | -11,411 | -11.36% | Jan 31, 2024 |
| Securian Funds Trust | 0.20% | 2,050,000 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.20% | 2,242 | - | - | Mar 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.19% | 99,131 | - | - | Mar 31, 2024 |
| Guggenheim Enhanced Equity Income Fund | 0.18% | 31,729 | - | - | Sep 30, 2021 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.16% | 115,000 | - | - | Sep 30, 2023 |
| OAK ASSOCIATES FUNDS | 0.16% | 177,000 | - | - | Jan 31, 2024 |
| John Hancock Funds III | 0.16% | 2,436,389 | 513,975 | 26.74% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.16% | 80,096 | - | - | Jan 31, 2024 |
| Absolute Shares Trust | 0.16% | 60,374 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.15% | 23,275 | - | - | Mar 31, 2024 |
| CALVERT FUND | 0.14% | 8,500,000 | - | - | Mar 31, 2024 |
| Intrepid Capital Management Funds Trust | 0.14% | 1,814,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.12% | 103,000 | - | - | Dec 31, 2023 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.12% | 383,300 | 383,300 | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.11% | 4,637,000 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.11% | 58,540 | 32,241 | 122.59% | Apr 30, 2021 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.11% | 33,740 | - | - | Mar 31, 2024 |
| Homestead Funds Trust | 0.10% | 145,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.10% | 238,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.09% | 800,000 | - | - | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.09% | 65,000 | - | - | Sep 30, 2023 |
| Gabelli Global Small & Mid Cap Value Trust | 0.09% | 8,500 | - | - | Dec 29, 2023 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.09% | 50,000 | - | - | Sep 30, 2020 |
| Federated Hermes Index Trust | 0.09% | 19,946 | 1,837 | 10.14% | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.09% | 12,191,000 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.08% | 3,335,000 | - | - | Mar 31, 2024 |
| ARCHER INVESTMENT SERIES TRUST | 0.07% | 22,000 | - | - | Feb 29, 2024 |
| NUVEEN INVESTMENT TRUST | 0.07% | 40,000 | - | - | Mar 31, 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 |
| VALUED ADVISERS TRUST | 0.06% | 60,984 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.06% | 50,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.06% | 616,000 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.06% | 1,870,000 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.05% | 30,000 | - | - | Sep 30, 2020 |
| SPDR S&P 500 ETF TRUST | 0.05% | 2,080,168 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.05% | 2,731,091 | 6,476 | 0.24% | Jan 31, 2024 |
| BLACKROCK MID-CAP VALUE SERIES, INC. | 0.05% | 62,528 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.05% | 430,000 | - | - | Mar 31, 2024 |
| Catholic Responsible Investments Funds | 0.05% | 1,750,000 | - | - | Jan 31, 2023 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.05% | 18,127 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.04% | 483,622 | 20,300 | 4.38% | Jan 31, 2024 |
| John Hancock Hedged Equity & Income Fund | 0.04% | 6,366 | - | - | Mar 31, 2024 |
| LITMAN GREGORY FUNDS TRUST | 0.04% | 2,672,000 | - | - | Mar 31, 2024 |
| 360 Funds | 0.04% | 8,200 | - | - | Feb 29, 2024 |
| FIDELITY CONTRAFUND | 0.04% | 2,541,560 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.04% | 3,000,000 | - | - | Jan 31, 2024 |
| TrimTabs ETF Trust | 0.04% | 24,044 | 20,228 | 530.08% | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.04% | 90,000 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST II | 0.04% | 60,500 | - | - | Mar 31, 2024 |
| Pacer Funds Trust | 0.03% | 1,641,026 | 12,887 | 0.79% | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.03% | 4,640,000 | - | - | Mar 31, 2024 |
| BlackRock ETF Trust | 0.03% | 29,118 | -2,868 | -8.97% | Jan 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.03% | 1,174,913 | - | - | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.03% | 77,362 | 8,370 | 12.13% | Jan 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.03% | 12,176 | - | - | Mar 31, 2024 |
| Securian Funds Trust | 0.03% | 305,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Exchange-Traded Funds, Inc. | 0.03% | 200,000 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.03% | 12,452,190 | -2,468,809 | -16.55% | Mar 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.03% | 20,599 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.03% | 45,002 | 16,362 | 57.13% | Mar 31, 2024 |
| SSGA FUNDS | 0.03% | 12,851 | - | - | Feb 29, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.03% | 133,799 | -162,801 | -54.89% | Mar 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.03% | 654,515 | - | - | Mar 31, 2024 |
| 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 |
| FRANK FUNDS | 0.02% | 19,350 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND II | 0.02% | 166,923 | - | - | Mar 31, 2024 |
H&R Block's largest mutual fund holder by % of total assets is "HIGHLAND FUNDS II", owning 750.00K shares, compromising 50.68% of its total assets.
H&R Block Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 236 | -53.17% |
| 31 Mar, 24 | 504 | 4.13% |
| 31 Dec, 23 | 484 | 12.04% |
| 30 Sep, 23 | 432 | 5.62% |
| 30 Jun, 23 | 409 | -6.83% |
| 31 Mar, 23 | 439 | -6.79% |
| 31 Dec, 22 | 471 | 0.43% |
| 30 Sep, 22 | 469 | 6.35% |
| 30 Jun, 22 | 441 | 14.84% |
| 31 Mar, 22 | 384 | -3.27% |
| 31 Dec, 21 | 397 | -2.22% |
| 30 Sep, 21 | 406 | 1.50% |
| 30 Jun, 21 | 400 | 4.17% |
| 31 Mar, 21 | 384 | 0.26% |
| 31 Dec, 20 | 383 | -1.03% |
| 30 Sep, 20 | 387 | -2.52% |
| 30 Jun, 20 | 397 | 0.25% |
| 31 Mar, 20 | 396 | -14.10% |
| 31 Dec, 19 | 461 | 2.44% |
| 30 Sep, 19 | 450 | -4.86% |
| 30 Jun, 19 | 473 | 0.42% |
| 31 Mar, 19 | 471 | -2.28% |
| 31 Dec, 18 | 482 | 4.78% |
| 30 Sep, 18 | 460 | -3.97% |
| 30 Jun, 18 | 479 | 0.63% |
| 31 Mar, 18 | 476 | 0.63% |
| 31 Dec, 17 | 473 | 3.73% |
| 30 Sep, 17 | 456 | -2.56% |
| 30 Jun, 17 | 468 | 5.41% |
| 31 Mar, 17 | 444 | 2.30% |
| 31 Dec, 16 | 434 | -0.69% |
| 30 Sep, 16 | 437 | 2.10% |
| 30 Jun, 16 | 428 | -4.46% |
| 31 Mar, 16 | 448 | -5.29% |
| 31 Dec, 15 | 473 | -6.89% |
| 30 Sep, 15 | 508 | 5.61% |
| 30 Jun, 15 | 481 | -0.21% |
| 31 Mar, 15 | 482 | 2.34% |
| 31 Dec, 14 | 471 | 1.07% |
| 30 Sep, 14 | 466 | 1.97% |
| 30 Jun, 14 | 457 | 6.53% |
| 31 Mar, 14 | 429 | 0.94% |
| 31 Dec, 13 | 425 | 2.66% |
| 30 Sep, 13 | 414 | 2.99% |
| 30 Jun, 13 | 402 | 118.48% |
| 31 Mar, 13 | 184 | -6.12% |
| 31 Dec, 12 | 196 | 11.36% |
| 30 Sep, 12 | 176 | 2.33% |
| 30 Jun, 12 | 172 | 1.18% |
| 31 Mar, 12 | 170 | 0.59% |
| 31 Dec, 11 | 169 | 16.55% |
| 30 Sep, 11 | 145 | -3.33% |
| 30 Jun, 11 | 150 | 4.17% |
| 31 Mar, 11 | 144 | 0.70% |
| 31 Dec, 10 | 143 | 2.14% |
| 30 Sep, 10 | 140 | 10.24% |
| 30 Jun, 10 | 127 | -0.78% |
| 31 Mar, 10 | 128 | 10.34% |
| 31 Dec, 09 | 116 | -7.20% |
| 30 Sep, 09 | 125 | - |
| 30 Jun, 09 | 125 | 6.84% |
| 31 Mar, 09 | 117 | - |
| 31 Dec, 08 | 117 | 3.54% |
| 30 Sep, 08 | 113 | 0.89% |
| 30 Jun, 08 | 112 | 6.67% |
| 31 Mar, 08 | 105 | -5.41% |
| 31 Dec, 07 | 111 | 24.72% |
| 30 Sep, 07 | 89 | -5.32% |
| 30 Jun, 07 | 94 | 2.17% |
| 31 Mar, 07 | 92 | -6.12% |
| 31 Dec, 06 | 98 | 12.64% |
| 30 Sep, 06 | 87 | -14.71% |
| 30 Jun, 06 | 102 | -6.42% |
| 31 Mar, 06 | 109 | 3.81% |
| 31 Dec, 05 | 105 | 7.14% |
| 30 Sep, 05 | 98 | -2.97% |
| 30 Jun, 05 | 101 | 18.82% |
| 31 Mar, 05 | 85 | 7.59% |
| 31 Dec, 04 | 79 | -11.24% |
| 30 Sep, 04 | 89 | 7.23% |
| 30 Jun, 04 | 83 | -18.63% |
| 31 Mar, 04 | 102 | 10.87% |
| 31 Dec, 03 | 92 | 6.98% |
| 30 Sep, 03 | 86 | 17.81% |
| 30 Jun, 03 | 73 | -7.59% |
| 31 Mar, 03 | 79 | -7.06% |
| 31 Dec, 02 | 85 | 2.41% |
| 30 Sep, 02 | 83 | 10.67% |
| 30 Jun, 02 | 75 | 15.38% |
| 31 Mar, 02 | 65 | 25.00% |
| 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 30 Jun 24, 236 institutions are holding H&R Block's shares, representing a decrease of -53.17% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 21,979,636 | -82.54% |
| 31 Mar, 24 | 125,851,666 | 0.15% |
| 31 Dec, 23 | 125,663,320 | -3.74% |
| 30 Sep, 23 | 130,550,177 | -2.09% |
| 30 Jun, 23 | 133,342,136 | -6.98% |
| 31 Mar, 23 | 143,352,958 | 0.39% |
| 31 Dec, 22 | 142,796,007 | 4.10% |
| 30 Sep, 22 | 137,172,934 | -1.07% |
| 30 Jun, 22 | 138,661,853 | -0.21% |
| 31 Mar, 22 | 138,947,497 | -2.43% |
| 31 Dec, 21 | 142,414,285 | -3.73% |
| 30 Sep, 21 | 147,939,721 | -2.22% |
| 30 Jun, 21 | 151,295,526 | -1.30% |
| 31 Mar, 21 | 153,285,671 | -4.55% |
| 31 Dec, 20 | 160,599,528 | -5.31% |
| 30 Sep, 20 | 169,600,414 | -7.40% |
| 30 Jun, 20 | 183,158,175 | -2.39% |
| 31 Mar, 20 | 187,635,777 | -3.07% |
| 31 Dec, 19 | 193,585,640 | -6.79% |
| 30 Sep, 19 | 207,684,124 | -1.37% |
| 30 Jun, 19 | 210,571,199 | 1.03% |
| 31 Mar, 19 | 208,423,382 | 3.45% |
| 31 Dec, 18 | 201,479,168 | 2.74% |
| 30 Sep, 18 | 196,098,334 | -1.11% |
| 30 Jun, 18 | 198,306,416 | -3.97% |
| 31 Mar, 18 | 206,508,997 | -1.40% |
| 31 Dec, 17 | 209,435,762 | 3.37% |
| 30 Sep, 17 | 202,612,238 | 5.37% |
| 30 Jun, 17 | 192,280,986 | -1.65% |
| 31 Mar, 17 | 195,508,492 | 1.32% |
| 31 Dec, 16 | 192,954,426 | -5.32% |
| 30 Sep, 16 | 203,794,262 | -1.12% |
| 30 Jun, 16 | 206,105,432 | 0.36% |
| 31 Mar, 16 | 205,363,812 | 2.42% |
| 31 Dec, 15 | 200,520,585 | -22.31% |
| 30 Sep, 15 | 258,090,052 | 6.91% |
| 30 Jun, 15 | 241,412,707 | -0.49% |
| 31 Mar, 15 | 242,601,567 | 0.04% |
| 31 Dec, 14 | 242,493,490 | 1.83% |
| 30 Sep, 14 | 238,124,880 | 0.74% |
| 30 Jun, 14 | 236,374,314 | -0.08% |
| 31 Mar, 14 | 236,554,367 | 1.21% |
| 31 Dec, 13 | 233,728,546 | -1.89% |
| 30 Sep, 13 | 238,232,343 | 2.98% |
| 30 Jun, 13 | 231,348,154 | 78.93% |
| 31 Mar, 13 | 129,298,210 | 39.15% |
| 31 Dec, 12 | 92,918,529 | -20.17% |
| 30 Sep, 12 | 116,399,449 | -17.14% |
| 30 Jun, 12 | 140,468,951 | -3.85% |
| 31 Mar, 12 | 146,092,193 | 4.70% |
| 31 Dec, 11 | 139,532,353 | 9.43% |
| 30 Sep, 11 | 127,505,367 | -15.20% |
| 30 Jun, 11 | 150,364,618 | 12.99% |
| 31 Mar, 11 | 133,082,995 | 19.74% |
| 31 Dec, 10 | 111,140,579 | 7.97% |
| 30 Sep, 10 | 102,931,975 | 5.61% |
| 30 Jun, 10 | 97,463,771 | 21.61% |
| 31 Mar, 10 | 80,147,181 | -22.47% |
| 31 Dec, 09 | 103,370,270 | -4.99% |
| 30 Sep, 09 | 108,800,448 | 15.58% |
| 30 Jun, 09 | 94,134,590 | -18.66% |
| 31 Mar, 09 | 115,724,446 | 19.03% |
| 31 Dec, 08 | 97,221,778 | 31.11% |
| 30 Sep, 08 | 74,153,127 | 17.46% |
| 30 Jun, 08 | 63,127,908 | -4.42% |
| 31 Mar, 08 | 66,049,024 | -31.80% |
| 31 Dec, 07 | 96,839,429 | 3.89% |
| 30 Sep, 07 | 93,214,666 | -22.23% |
| 30 Jun, 07 | 119,862,268 | 258.37% |
| 31 Mar, 07 | 33,446,177 | -69.48% |
| 31 Dec, 06 | 109,588,569 | -3.04% |
| 30 Sep, 06 | 113,026,437 | 12.63% |
| 30 Jun, 06 | 100,350,715 | 23.57% |
| 31 Mar, 06 | 81,210,546 | -79.52% |
| 31 Dec, 05 | 396,463,309 | 457.25% |
| 30 Sep, 05 | 71,145,787 | 356.40% |
| 30 Jun, 05 | 15,588,433 | 5.87% |
| 31 Mar, 05 | 14,724,073 | 24.11% |
| 31 Dec, 04 | 11,863,827 | -32.15% |
| 30 Sep, 04 | 17,486,059 | 44.78% |
| 30 Jun, 04 | 12,077,397 | -13.39% |
| 31 Mar, 04 | 13,944,642 | -3.16% |
| 31 Dec, 03 | 14,399,296 | -27.33% |
| 30 Sep, 03 | 19,813,691 | 37.46% |
| 30 Jun, 03 | 14,413,871 | -0.75% |
| 31 Mar, 03 | 14,522,833 | -16.75% |
| 31 Dec, 02 | 17,445,699 | 28.78% |
| 30 Sep, 02 | 13,546,764 | -10.98% |
| 30 Jun, 02 | 15,217,170 | -10.51% |
| 31 Mar, 02 | 17,004,937 | 13.61% |
| 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 21.98M shares outstanding as of 30 Jun 24, down -82.54% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 15.75% | 0.19% |
| 31 Mar, 24 | 90.20% | 1.16% |
| 31 Dec, 23 | 88.28% | 1.11% |
| 30 Sep, 23 | 89.25% | 1.16% |
| 30 Jun, 23 | 87.56% | 0.99% |
| 31 Mar, 23 | 94.14% | 1.10% |
| 31 Dec, 22 | 92.65% | 1.25% |
| 30 Sep, 22 | 86.12% | 1.15% |
| 30 Jun, 22 | 86.70% | 1.19% |
| 31 Mar, 22 | 85.36% | 1.25% |
| 31 Dec, 21 | 82.63% | 1.20% |
| 30 Sep, 21 | 83.07% | 1.11% |
| 30 Jun, 21 | 86.43% | 1.28% |
| 31 Mar, 21 | 82.04% | 1.06% |
| 31 Dec, 20 | 87.90% | 1.10% |
| 30 Sep, 20 | 89.45% | 0.99% |
| 30 Jun, 20 | 95.10% | 1.05% |
| 31 Mar, 20 | 95.39% | 0.96% |
| 31 Dec, 19 | 99.75% | 0.90% |
| 30 Sep, 19 | 105.14% | 0.97% |
| 30 Jun, 19 | 104.22% | 1.01% |
| 31 Mar, 19 | 101.49% | 1.06% |
| 31 Dec, 18 | 98.03% | 1.08% |
| 30 Sep, 18 | 95.42% | 1.04% |
| 30 Jun, 18 | 95.87% | 0.98% |
| 31 Mar, 18 | 98.70% | 0.98% |
| 31 Dec, 17 | 100.17% | 1.07% |
| 30 Sep, 17 | 96.91% | 1.12% |
| 30 Jun, 17 | 93.15% | 1.10% |
| 31 Mar, 17 | 91.87% | 1.06% |
| 31 Dec, 16 | 93.28% | 1.03% |
| 30 Sep, 16 | 95.11% | 1.09% |
| 30 Jun, 16 | 93.57% | 1.38% |
| 31 Mar, 16 | 82.47% | 1.10% |
| 31 Dec, 15 | 86.56% | 0.91% |
| 30 Sep, 15 | 97.72% | 1.28% |
| 30 Jun, 15 | 87.54% | 1.13% |
| 31 Mar, 15 | 88.21% | 1.11% |
| 31 Dec, 14 | 89.01% | 1.19% |
| 30 Sep, 14 | 86.56% | 1.15% |
| 30 Jun, 14 | 86.79% | 1.17% |
| 31 Mar, 14 | 86.26% | 1.18% |
| 31 Dec, 13 | 85.66% | 1.11% |
| 30 Sep, 13 | 87.80% | 1.19% |
| 30 Jun, 13 | 85.74% | 3.80% |
| 31 Mar, 13 | 47.47% | 4.05% |
| 31 Dec, 12 | 34.22% | 1.86% |
| 30 Sep, 12 | 42.93% | 1.67% |
| 30 Jun, 12 | 50.68% | 2.04% |
| 31 Mar, 12 | 49.84% | 2.20% |
| 31 Dec, 11 | 47.63% | 2.63% |
| 30 Sep, 11 | 42.52% | 1.75% |
| 30 Jun, 11 | 49.22% | 2.59% |
| 31 Mar, 11 | 43.59% | 3.29% |
| 31 Dec, 10 | 36.42% | 3.24% |
| 30 Sep, 10 | 33.55% | 3.61% |
| 30 Jun, 10 | 30.49% | 5.24% |
| 31 Mar, 10 | 24.12% | 2.50% |
| 31 Dec, 09 | 31.04% | 2.95% |
| 30 Sep, 09 | 32.44% | 4.10% |
| 30 Jun, 09 | 28.14% | 2.33% |
| 31 Mar, 09 | 34.77% | 4.19% |
| 31 Dec, 08 | 28.82% | 5.70% |
| 30 Sep, 08 | 22.48% | 6.04% |
| 30 Jun, 08 | 19.30% | 4.66% |
| 31 Mar, 08 | 20.34% | 2.29% |
| 31 Dec, 07 | 29.79% | 3.61% |
| 30 Sep, 07 | 28.71% | 2.10% |
| 30 Jun, 07 | 37.01% | 34.25% |
| 31 Mar, 07 | 10.40% | 0.90% |
| 31 Dec, 06 | 34.00% | 2.75% |
| 30 Sep, 06 | 35.13% | 3.65% |
| 30 Jun, 06 | 31.00% | 5.09% |
| 31 Mar, 06 | 24.67% | 0.17% |
| 31 Dec, 05 | 121.14% | 25.44% |
| 30 Sep, 05 | 21.82% | 98.21% |
| 30 Jun, 05 | 4.71% | 23.14% |
| 31 Mar, 05 | 4.51% | 34.72% |
| 31 Dec, 04 | 3.61% | 12.79% |
| 30 Sep, 04 | 5.31% | 40.61% |
| 30 Jun, 04 | 3.62% | 22.24% |
| 31 Mar, 04 | 4.03% | 24.61% |
| 31 Dec, 03 | 4.05% | 12.33% |
| 30 Sep, 03 | 5.73% | 34.31% |
| 30 Jun, 03 | 4.09% | 36.85% |
| 31 Mar, 03 | 3.33% | 13.99% |
| 31 Dec, 02 | 4.88% | 34.03% |
| 30 Sep, 02 | 3.79% | 21.48% |
| 30 Jun, 02 | 4.20% | 19.30% |
| 31 Mar, 02 | 4.66% | 27.87% |
| 31 Dec, 01 | 4.09% | 33.72% |
| 30 Sep, 01 | 3.48% | 40.11% |
| 30 Jun, 01 | 2.95% | 42.15% |
| 31 Mar, 01 | 2.64% | 14.07% |
| 31 Dec, 00 | 4.33% | 22.99% |
| 30 Sep, 00 | 4.34% | 15.47% |
| 30 Jun, 00 | 5.30% | 12.67% |
| 31 Mar, 00 | 6.47% | 24.00% |
| 31 Dec, 99 | 5.19% | 13.36% |
| 30 Sep, 99 | 6.23% | 14.59% |
| 30 Jun, 99 | 6.54% | 18.32% |
| 31 Mar, 99 | 5.97% | 66399123.33% |
| 31 Dec, 98 | 0.00% | - |
As of 30 Jun 24, H&R Block is held by 15.75% institutional shareholders, representing a 0.19% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 115 | -49.56% |
| 31 Mar, 24 | 228 | 1.33% |
| 31 Dec, 23 | 225 | 14.21% |
| 30 Sep, 23 | 197 | 15.88% |
| 30 Jun, 23 | 170 | -10.99% |
| 31 Mar, 23 | 191 | -14.35% |
| 31 Dec, 22 | 223 | 9.31% |
| 30 Sep, 22 | 204 | -9.33% |
| 30 Jun, 22 | 225 | 45.16% |
| 31 Mar, 22 | 155 | -8.28% |
| 31 Dec, 21 | 169 | 0.60% |
| 30 Sep, 21 | 168 | 2.44% |
| 30 Jun, 21 | 164 | -2.96% |
| 31 Mar, 21 | 169 | 8.33% |
| 31 Dec, 20 | 156 | -13.33% |
| 30 Sep, 20 | 180 | -1.10% |
| 30 Jun, 20 | 182 | 5.81% |
| 31 Mar, 20 | 172 | -10.88% |
| 31 Dec, 19 | 193 | 4.32% |
| 30 Sep, 19 | 185 | -7.04% |
| 30 Jun, 19 | 199 | -16.74% |
| 31 Mar, 19 | 239 | 11.68% |
| 31 Dec, 18 | 214 | 14.44% |
| 30 Sep, 18 | 187 | -7.88% |
| 30 Jun, 18 | 203 | -3.79% |
| 31 Mar, 18 | 211 | -8.66% |
| 31 Dec, 17 | 231 | 15.50% |
| 30 Sep, 17 | 200 | -7.83% |
| 30 Jun, 17 | 217 | 0.93% |
| 31 Mar, 17 | 215 | 11.98% |
| 31 Dec, 16 | 192 | -0.52% |
| 30 Sep, 16 | 193 | -9.81% |
| 30 Jun, 16 | 214 | -0.93% |
| 31 Mar, 16 | 216 | 24.86% |
| 31 Dec, 15 | 173 | -26.07% |
| 30 Sep, 15 | 234 | -0.85% |
| 30 Jun, 15 | 236 | 5.83% |
| 31 Mar, 15 | 223 | 3.72% |
| 31 Dec, 14 | 215 | 0.47% |
| 30 Sep, 14 | 214 | 0.94% |
| 30 Jun, 14 | 212 | 25.44% |
| 31 Mar, 14 | 169 | 6.29% |
| 31 Dec, 13 | 159 | -18.46% |
| 30 Sep, 13 | 195 | -30.85% |
| 30 Jun, 13 | 282 | 235.71% |
| 31 Mar, 13 | 84 | -19.23% |
| 31 Dec, 12 | 104 | 20.93% |
| 30 Sep, 12 | 86 | 6.17% |
| 30 Jun, 12 | 81 | -3.57% |
| 31 Mar, 12 | 84 | 3.70% |
| 31 Dec, 11 | 81 | 6.58% |
| 30 Sep, 11 | 76 | 4.11% |
| 30 Jun, 11 | 73 | 2.82% |
| 31 Mar, 11 | 71 | -6.58% |
| 31 Dec, 10 | 76 | 5.56% |
| 30 Sep, 10 | 72 | -5.26% |
| 30 Jun, 10 | 76 | -2.56% |
| 31 Mar, 10 | 78 | 69.57% |
| 31 Dec, 09 | 46 | -29.23% |
| 30 Sep, 09 | 65 | -5.80% |
| 30 Jun, 09 | 69 | -6.76% |
| 31 Mar, 09 | 74 | -1.33% |
| 31 Dec, 08 | 75 | 11.94% |
| 30 Sep, 08 | 67 | 24.07% |
| 30 Jun, 08 | 54 | 1.89% |
| 31 Mar, 08 | 53 | -7.02% |
| 31 Dec, 07 | 57 | 32.56% |
| 30 Sep, 07 | 43 | - |
| 30 Jun, 07 | 43 | -14.00% |
| 31 Mar, 07 | 50 | -7.41% |
| 31 Dec, 06 | 54 | 25.58% |
| 30 Sep, 06 | 43 | -6.52% |
| 30 Jun, 06 | 46 | -29.23% |
| 31 Mar, 06 | 65 | 16.07% |
| 31 Dec, 05 | 56 | -37.08% |
| 30 Sep, 05 | 89 | 61.82% |
| 30 Jun, 05 | 55 | 14.58% |
| 31 Mar, 05 | 48 | 37.14% |
| 31 Dec, 04 | 35 | -20.45% |
| 30 Sep, 04 | 44 | 4.76% |
| 30 Jun, 04 | 42 | -25.00% |
| 31 Mar, 04 | 56 | 9.80% |
| 31 Dec, 03 | 51 | -1.92% |
| 30 Sep, 03 | 52 | 33.33% |
| 30 Jun, 03 | 39 | -9.30% |
| 31 Mar, 03 | 43 | -24.56% |
| 31 Dec, 02 | 57 | 32.56% |
| 30 Sep, 02 | 43 | -10.42% |
| 30 Jun, 02 | 48 | 17.07% |
| 31 Mar, 02 | 41 | 70.83% |
| 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 | - |
| 30 Sep, 99 | 17 | -10.53% |
| 30 Jun, 99 | 19 | -32.14% |
| 31 Mar, 99 | 28 | 2700.00% |
| 31 Dec, 98 | 1 | - |
115 institutional shareholders have increased their position in HRB stock as of 30 Jun 24 compared to 228 in the previous quarter (a -49.56% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 64 | -63.43% |
| 31 Mar, 24 | 175 | 9.38% |
| 31 Dec, 23 | 160 | 11.89% |
| 30 Sep, 23 | 143 | -11.73% |
| 30 Jun, 23 | 162 | -2.41% |
| 31 Mar, 23 | 166 | 5.06% |
| 31 Dec, 22 | 158 | -13.66% |
| 30 Sep, 22 | 183 | 27.97% |
| 30 Jun, 22 | 143 | - |
| 31 Mar, 22 | 143 | - |
| 31 Dec, 21 | 143 | 2.14% |
| 30 Sep, 21 | 140 | -6.67% |
| 30 Jun, 21 | 150 | 16.28% |
| 31 Mar, 21 | 129 | -13.42% |
| 31 Dec, 20 | 149 | 4.93% |
| 30 Sep, 20 | 142 | -2.07% |
| 30 Jun, 20 | 145 | -0.68% |
| 31 Mar, 20 | 146 | -19.78% |
| 31 Dec, 19 | 182 | 7.69% |
| 30 Sep, 19 | 169 | -4.52% |
| 30 Jun, 19 | 177 | 23.78% |
| 31 Mar, 19 | 143 | -10.06% |
| 31 Dec, 18 | 159 | -5.92% |
| 30 Sep, 18 | 169 | 4.32% |
| 30 Jun, 18 | 162 | 1.89% |
| 31 Mar, 18 | 159 | 11.19% |
| 31 Dec, 17 | 143 | -5.92% |
| 30 Sep, 17 | 152 | -3.18% |
| 30 Jun, 17 | 157 | 21.71% |
| 31 Mar, 17 | 129 | -16.77% |
| 31 Dec, 16 | 155 | 7.64% |
| 30 Sep, 16 | 144 | 10.77% |
| 30 Jun, 16 | 130 | -12.75% |
| 31 Mar, 16 | 149 | -28.71% |
| 31 Dec, 15 | 209 | 28.22% |
| 30 Sep, 15 | 163 | 13.99% |
| 30 Jun, 15 | 143 | -11.73% |
| 31 Mar, 15 | 162 | 6.58% |
| 31 Dec, 14 | 152 | 8.57% |
| 30 Sep, 14 | 140 | -1.41% |
| 30 Jun, 14 | 142 | -13.41% |
| 31 Mar, 14 | 164 | -5.20% |
| 31 Dec, 13 | 173 | 27.21% |
| 30 Sep, 13 | 136 | 109.23% |
| 30 Jun, 13 | 65 | -13.33% |
| 31 Mar, 13 | 75 | 29.31% |
| 31 Dec, 12 | 58 | 5.45% |
| 30 Sep, 12 | 55 | -5.17% |
| 30 Jun, 12 | 58 | - |
| 31 Mar, 12 | 58 | - |
| 31 Dec, 11 | 58 | 45.00% |
| 30 Sep, 11 | 40 | -21.57% |
| 30 Jun, 11 | 51 | 15.91% |
| 31 Mar, 11 | 44 | 2.33% |
| 31 Dec, 10 | 43 | 2.38% |
| 30 Sep, 10 | 42 | 20.00% |
| 30 Jun, 10 | 35 | 25.00% |
| 31 Mar, 10 | 28 | -41.67% |
| 31 Dec, 09 | 48 | 29.73% |
| 30 Sep, 09 | 37 | 2.78% |
| 30 Jun, 09 | 36 | 38.46% |
| 31 Mar, 09 | 26 | -10.34% |
| 31 Dec, 08 | 29 | 11.54% |
| 30 Sep, 08 | 26 | -10.34% |
| 30 Jun, 08 | 29 | -9.38% |
| 31 Mar, 08 | 32 | -15.79% |
| 31 Dec, 07 | 38 | 35.71% |
| 30 Sep, 07 | 28 | -6.67% |
| 30 Jun, 07 | 30 | 42.86% |
| 31 Mar, 07 | 21 | -22.22% |
| 31 Dec, 06 | 27 | 3.85% |
| 30 Sep, 06 | 26 | -35.00% |
| 30 Jun, 06 | 40 | 29.03% |
| 31 Mar, 06 | 31 | - |
| 31 Dec, 05 | 31 | 416.67% |
| 30 Sep, 05 | 6 | -76.92% |
| 30 Jun, 05 | 26 | 13.04% |
| 31 Mar, 05 | 23 | -8.00% |
| 31 Dec, 04 | 25 | -28.57% |
| 30 Sep, 04 | 35 | 12.90% |
| 30 Jun, 04 | 31 | 3.33% |
| 31 Mar, 04 | 30 | 3.45% |
| 31 Dec, 03 | 29 | 11.54% |
| 30 Sep, 03 | 26 | 8.33% |
| 30 Jun, 03 | 24 | -4.00% |
| 31 Mar, 03 | 25 | 25.00% |
| 31 Dec, 02 | 20 | -31.03% |
| 30 Sep, 02 | 29 | 26.09% |
| 30 Jun, 02 | 23 | 21.05% |
| 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 | -21.43% |
| 30 Sep, 99 | 14 | 100.00% |
| 30 Jun, 99 | 7 | 600.00% |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
64 institutional shareholders have reduced their position in HRB stock as of 30 Jun 24 compared to 175 in the previous quarter (a -63.43% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 236 | -53.17% | 21,979,636 | -82.54% | 15.75% | 0.19% | 115 | -49.56% | 64 | -63.43% |
| 31 Mar, 24 | 504 | 4.13% | 125,851,666 | 0.15% | 90.20% | 1.16% | 228 | 1.33% | 175 | 9.38% |
| 31 Dec, 23 | 484 | 12.04% | 125,663,320 | -3.74% | 88.28% | 1.11% | 225 | 14.21% | 160 | 11.89% |
| 30 Sep, 23 | 432 | 5.62% | 130,550,177 | -2.09% | 89.25% | 1.16% | 197 | 15.88% | 143 | -11.73% |
| 30 Jun, 23 | 409 | -6.83% | 133,342,136 | -6.98% | 87.56% | 0.99% | 170 | -10.99% | 162 | -2.41% |
| 31 Mar, 23 | 439 | -6.79% | 143,352,958 | 0.39% | 94.14% | 1.10% | 191 | -14.35% | 166 | 5.06% |
| 31 Dec, 22 | 471 | 0.43% | 142,796,007 | 4.10% | 92.65% | 1.25% | 223 | 9.31% | 158 | -13.66% |
| 30 Sep, 22 | 469 | 6.35% | 137,172,934 | -1.07% | 86.12% | 1.15% | 204 | -9.33% | 183 | 27.97% |
| 30 Jun, 22 | 441 | 14.84% | 138,661,853 | -0.21% | 86.70% | 1.19% | 225 | 45.16% | 143 | - |
| 31 Mar, 22 | 384 | -3.27% | 138,947,497 | -2.43% | 85.36% | 1.25% | 155 | -8.28% | 143 | - |
| 31 Dec, 21 | 397 | -2.22% | 142,414,285 | -3.73% | 82.63% | 1.20% | 169 | 0.60% | 143 | 2.14% |
| 30 Sep, 21 | 406 | 1.50% | 147,939,721 | -2.22% | 83.07% | 1.11% | 168 | 2.44% | 140 | -6.67% |
| 30 Jun, 21 | 400 | 4.17% | 151,295,526 | -1.30% | 86.43% | 1.28% | 164 | -2.96% | 150 | 16.28% |
| 31 Mar, 21 | 384 | 0.26% | 153,285,671 | -4.55% | 82.04% | 1.06% | 169 | 8.33% | 129 | -13.42% |
| 31 Dec, 20 | 383 | -1.03% | 160,599,528 | -5.31% | 87.90% | 1.10% | 156 | -13.33% | 149 | 4.93% |
| 30 Sep, 20 | 387 | -2.52% | 169,600,414 | -7.40% | 89.45% | 0.99% | 180 | -1.10% | 142 | -2.07% |
| 30 Jun, 20 | 397 | 0.25% | 183,158,175 | -2.39% | 95.10% | 1.05% | 182 | 5.81% | 145 | -0.68% |
| 31 Mar, 20 | 396 | -14.10% | 187,635,777 | -3.07% | 95.39% | 0.96% | 172 | -10.88% | 146 | -19.78% |
| 31 Dec, 19 | 461 | 2.44% | 193,585,640 | -6.79% | 99.75% | 0.90% | 193 | 4.32% | 182 | 7.69% |
| 30 Sep, 19 | 450 | -4.86% | 207,684,124 | -1.37% | 105.14% | 0.97% | 185 | -7.04% | 169 | -4.52% |
| 30 Jun, 19 | 473 | 0.42% | 210,571,199 | 1.03% | 104.22% | 1.01% | 199 | -16.74% | 177 | 23.78% |
| 31 Mar, 19 | 471 | -2.28% | 208,423,382 | 3.45% | 101.49% | 1.06% | 239 | 11.68% | 143 | -10.06% |
| 31 Dec, 18 | 482 | 4.78% | 201,479,168 | 2.74% | 98.03% | 1.08% | 214 | 14.44% | 159 | -5.92% |
| 30 Sep, 18 | 460 | -3.97% | 196,098,334 | -1.11% | 95.42% | 1.04% | 187 | -7.88% | 169 | 4.32% |
| 30 Jun, 18 | 479 | 0.63% | 198,306,416 | -3.97% | 95.87% | 0.98% | 203 | -3.79% | 162 | 1.89% |
| 31 Mar, 18 | 476 | 0.63% | 206,508,997 | -1.40% | 98.70% | 0.98% | 211 | -8.66% | 159 | 11.19% |
| 31 Dec, 17 | 473 | 3.73% | 209,435,762 | 3.37% | 100.17% | 1.07% | 231 | 15.50% | 143 | -5.92% |
| 30 Sep, 17 | 456 | -2.56% | 202,612,238 | 5.37% | 96.91% | 1.12% | 200 | -7.83% | 152 | -3.18% |
| 30 Jun, 17 | 468 | 5.41% | 192,280,986 | -1.65% | 93.15% | 1.10% | 217 | 0.93% | 157 | 21.71% |
| 31 Mar, 17 | 444 | 2.30% | 195,508,492 | 1.32% | 91.87% | 1.06% | 215 | 11.98% | 129 | -16.77% |
| 31 Dec, 16 | 434 | -0.69% | 192,954,426 | -5.32% | 93.28% | 1.03% | 192 | -0.52% | 155 | 7.64% |
| 30 Sep, 16 | 437 | 2.10% | 203,794,262 | -1.12% | 95.11% | 1.09% | 193 | -9.81% | 144 | 10.77% |
| 30 Jun, 16 | 428 | -4.46% | 206,105,432 | 0.36% | 93.57% | 1.38% | 214 | -0.93% | 130 | -12.75% |
| 31 Mar, 16 | 448 | -5.29% | 205,363,812 | 2.42% | 82.47% | 1.10% | 216 | 24.86% | 149 | -28.71% |
| 31 Dec, 15 | 473 | -6.89% | 200,520,585 | -22.31% | 86.56% | 0.91% | 173 | -26.07% | 209 | 28.22% |
| 30 Sep, 15 | 508 | 5.61% | 258,090,052 | 6.91% | 97.72% | 1.28% | 234 | -0.85% | 163 | 13.99% |
| 30 Jun, 15 | 481 | -0.21% | 241,412,707 | -0.49% | 87.54% | 1.13% | 236 | 5.83% | 143 | -11.73% |
| 31 Mar, 15 | 482 | 2.34% | 242,601,567 | 0.04% | 88.21% | 1.11% | 223 | 3.72% | 162 | 6.58% |
| 31 Dec, 14 | 471 | 1.07% | 242,493,490 | 1.83% | 89.01% | 1.19% | 215 | 0.47% | 152 | 8.57% |
| 30 Sep, 14 | 466 | 1.97% | 238,124,880 | 0.74% | 86.56% | 1.15% | 214 | 0.94% | 140 | -1.41% |
| 30 Jun, 14 | 457 | 6.53% | 236,374,314 | -0.08% | 86.79% | 1.17% | 212 | 25.44% | 142 | -13.41% |
| 31 Mar, 14 | 429 | 0.94% | 236,554,367 | 1.21% | 86.26% | 1.18% | 169 | 6.29% | 164 | -5.20% |
| 31 Dec, 13 | 425 | 2.66% | 233,728,546 | -1.89% | 85.66% | 1.11% | 159 | -18.46% | 173 | 27.21% |
| 30 Sep, 13 | 414 | 2.99% | 238,232,343 | 2.98% | 87.80% | 1.19% | 195 | -30.85% | 136 | 109.23% |
| 30 Jun, 13 | 402 | 118.48% | 231,348,154 | 78.93% | 85.74% | 3.80% | 282 | 235.71% | 65 | -13.33% |
| 31 Mar, 13 | 184 | -6.12% | 129,298,210 | 39.15% | 47.47% | 4.05% | 84 | -19.23% | 75 | 29.31% |
| 31 Dec, 12 | 196 | 11.36% | 92,918,529 | -20.17% | 34.22% | 1.86% | 104 | 20.93% | 58 | 5.45% |
| 30 Sep, 12 | 176 | 2.33% | 116,399,449 | -17.14% | 42.93% | 1.67% | 86 | 6.17% | 55 | -5.17% |
| 30 Jun, 12 | 172 | 1.18% | 140,468,951 | -3.85% | 50.68% | 2.04% | 81 | -3.57% | 58 | - |
| 31 Mar, 12 | 170 | 0.59% | 146,092,193 | 4.70% | 49.84% | 2.20% | 84 | 3.70% | 58 | - |
| 31 Dec, 11 | 169 | 16.55% | 139,532,353 | 9.43% | 47.63% | 2.63% | 81 | 6.58% | 58 | 45.00% |
| 30 Sep, 11 | 145 | -3.33% | 127,505,367 | -15.20% | 42.52% | 1.75% | 76 | 4.11% | 40 | -21.57% |
| 30 Jun, 11 | 150 | 4.17% | 150,364,618 | 12.99% | 49.22% | 2.59% | 73 | 2.82% | 51 | 15.91% |
| 31 Mar, 11 | 144 | 0.70% | 133,082,995 | 19.74% | 43.59% | 3.29% | 71 | -6.58% | 44 | 2.33% |
| 31 Dec, 10 | 143 | 2.14% | 111,140,579 | 7.97% | 36.42% | 3.24% | 76 | 5.56% | 43 | 2.38% |
| 30 Sep, 10 | 140 | 10.24% | 102,931,975 | 5.61% | 33.55% | 3.61% | 72 | -5.26% | 42 | 20.00% |
| 30 Jun, 10 | 127 | -0.78% | 97,463,771 | 21.61% | 30.49% | 5.24% | 76 | -2.56% | 35 | 25.00% |
| 31 Mar, 10 | 128 | 10.34% | 80,147,181 | -22.47% | 24.12% | 2.50% | 78 | 69.57% | 28 | -41.67% |
| 31 Dec, 09 | 116 | -7.20% | 103,370,270 | -4.99% | 31.04% | 2.95% | 46 | -29.23% | 48 | 29.73% |
| 30 Sep, 09 | 125 | - | 108,800,448 | 15.58% | 32.44% | 4.10% | 65 | -5.80% | 37 | 2.78% |
| 30 Jun, 09 | 125 | 6.84% | 94,134,590 | -18.66% | 28.14% | 2.33% | 69 | -6.76% | 36 | 38.46% |
| 31 Mar, 09 | 117 | - | 115,724,446 | 19.03% | 34.77% | 4.19% | 74 | -1.33% | 26 | -10.34% |
| 31 Dec, 08 | 117 | 3.54% | 97,221,778 | 31.11% | 28.82% | 5.70% | 75 | 11.94% | 29 | 11.54% |
| 30 Sep, 08 | 113 | 0.89% | 74,153,127 | 17.46% | 22.48% | 6.04% | 67 | 24.07% | 26 | -10.34% |
| 30 Jun, 08 | 112 | 6.67% | 63,127,908 | -4.42% | 19.30% | 4.66% | 54 | 1.89% | 29 | -9.38% |
| 31 Mar, 08 | 105 | -5.41% | 66,049,024 | -31.80% | 20.34% | 2.29% | 53 | -7.02% | 32 | -15.79% |
| 31 Dec, 07 | 111 | 24.72% | 96,839,429 | 3.89% | 29.79% | 3.61% | 57 | 32.56% | 38 | 35.71% |
| 30 Sep, 07 | 89 | -5.32% | 93,214,666 | -22.23% | 28.71% | 2.10% | 43 | - | 28 | -6.67% |
| 30 Jun, 07 | 94 | 2.17% | 119,862,268 | 258.37% | 37.01% | 34.25% | 43 | -14.00% | 30 | 42.86% |
| 31 Mar, 07 | 92 | -6.12% | 33,446,177 | -69.48% | 10.40% | 0.90% | 50 | -7.41% | 21 | -22.22% |
| 31 Dec, 06 | 98 | 12.64% | 109,588,569 | -3.04% | 34.00% | 2.75% | 54 | 25.58% | 27 | 3.85% |
| 30 Sep, 06 | 87 | -14.71% | 113,026,437 | 12.63% | 35.13% | 3.65% | 43 | -6.52% | 26 | -35.00% |
| 30 Jun, 06 | 102 | -6.42% | 100,350,715 | 23.57% | 31.00% | 5.09% | 46 | -29.23% | 40 | 29.03% |
| 31 Mar, 06 | 109 | 3.81% | 81,210,546 | -79.52% | 24.67% | 0.17% | 65 | 16.07% | 31 | - |
| 31 Dec, 05 | 105 | 7.14% | 396,463,309 | 457.25% | 121.14% | 25.44% | 56 | -37.08% | 31 | 416.67% |
| 30 Sep, 05 | 98 | -2.97% | 71,145,787 | 356.40% | 21.82% | 98.21% | 89 | 61.82% | 6 | -76.92% |
| 30 Jun, 05 | 101 | 18.82% | 15,588,433 | 5.87% | 4.71% | 23.14% | 55 | 14.58% | 26 | 13.04% |
| 31 Mar, 05 | 85 | 7.59% | 14,724,073 | 24.11% | 4.51% | 34.72% | 48 | 37.14% | 23 | -8.00% |
| 31 Dec, 04 | 79 | -11.24% | 11,863,827 | -32.15% | 3.61% | 12.79% | 35 | -20.45% | 25 | -28.57% |
| 30 Sep, 04 | 89 | 7.23% | 17,486,059 | 44.78% | 5.31% | 40.61% | 44 | 4.76% | 35 | 12.90% |
| 30 Jun, 04 | 83 | -18.63% | 12,077,397 | -13.39% | 3.62% | 22.24% | 42 | -25.00% | 31 | 3.33% |
| 31 Mar, 04 | 102 | 10.87% | 13,944,642 | -3.16% | 4.03% | 24.61% | 56 | 9.80% | 30 | 3.45% |
| 31 Dec, 03 | 92 | 6.98% | 14,399,296 | -27.33% | 4.05% | 12.33% | 51 | -1.92% | 29 | 11.54% |
| 30 Sep, 03 | 86 | 17.81% | 19,813,691 | 37.46% | 5.73% | 34.31% | 52 | 33.33% | 26 | 8.33% |
| 30 Jun, 03 | 73 | -7.59% | 14,413,871 | -0.75% | 4.09% | 36.85% | 39 | -9.30% | 24 | -4.00% |
| 31 Mar, 03 | 79 | -7.06% | 14,522,833 | -16.75% | 3.33% | 13.99% | 43 | -24.56% | 25 | 25.00% |
| 31 Dec, 02 | 85 | 2.41% | 17,445,699 | 28.78% | 4.88% | 34.03% | 57 | 32.56% | 20 | -31.03% |
| 30 Sep, 02 | 83 | 10.67% | 13,546,764 | -10.98% | 3.79% | 21.48% | 43 | -10.42% | 29 | 26.09% |
| 30 Jun, 02 | 75 | 15.38% | 15,217,170 | -10.51% | 4.20% | 19.30% | 48 | 17.07% | 23 | 21.05% |
| 31 Mar, 02 | 65 | 25.00% | 17,004,937 | 13.61% | 4.66% | 27.87% | 41 | 70.83% | 19 | -5.00% |
| 31 Dec, 01 | 52 | - | 14,967,231 | 17.86% | 4.09% | 33.72% | 24 | -47.83% | 20 | 400.00% |
| 30 Sep, 01 | 52 | 13.04% | 12,698,874 | 17.19% | 3.48% | 40.11% | 46 | 64.29% | 4 | -69.23% |
| 30 Jun, 01 | 46 | 24.32% | 10,836,423 | 12.24% | 2.95% | 42.15% | 28 | 55.56% | 13 | -23.53% |
| 31 Mar, 01 | 37 | 5.71% | 9,654,749 | -40.82% | 2.64% | 14.07% | 18 | -10.00% | 17 | 70.00% |
| 31 Dec, 00 | 35 | 6.06% | 16,313,006 | 2.75% | 4.33% | 22.99% | 20 | 66.67% | 10 | -41.18% |
| 30 Sep, 00 | 33 | -15.38% | 15,876,063 | -19.68% | 4.34% | 15.47% | 12 | -45.45% | 17 | 41.67% |
| 30 Jun, 00 | 39 | 14.71% | 19,766,492 | -22.33% | 5.30% | 12.67% | 22 | 4.76% | 12 | 33.33% |
| 31 Mar, 00 | 34 | - | 25,448,945 | 20.85% | 6.47% | 24.00% | 21 | 23.53% | 9 | -18.18% |
| 31 Dec, 99 | 34 | -8.11% | 21,057,631 | -13.65% | 5.19% | 13.36% | 17 | - | 11 | -21.43% |
| 30 Sep, 99 | 37 | 15.63% | 24,386,477 | -4.53% | 6.23% | 14.59% | 17 | -10.53% | 14 | 100.00% |
| 30 Jun, 99 | 32 | 10.34% | 25,544,004 | 7.24% | 6.54% | 18.32% | 19 | -32.14% | 7 | 600.00% |
| 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 Jul 01 2024, selling 44,975 shares at $54.55 per share (valued at $2.45M).
H&R Block Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | 1 | 300.00% |
| Q2 2024 | 1 | - | - |
| 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% |
3 total buy trades, and 1 total sell trades (buy/sell ratio of 3.00%) were made by H&R Block's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | - | - |
| 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 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 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 (15.75%), insiders (1.15%), and public (83.09%). The largest institutional shareholder of H&R Block is FMR LLC (15.00% of total shares) and the top mutual fund owner is HIGHLAND FUNDS II (50.68% 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 CHARLES SCHWAB INVESTMENT MANAGEMENT INC. The top five shareholders own together 43.95% of the company's share outstanding.
How many H&R Block shareholders are there?
As of Jun 2024, there are 236 institutional shareholders of H&R Block.
What percentage of H&R Block is owned by FMR LLC?
FMR LLC owns 20.93M shares of H&R Block, representing 15.00% of the company's total shares outstanding, valued at $1.13B (as of Jun 2024).
What percentage of H&R Block is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 16.3M shares of H&R Block (HRB), compromising 11.68% of the company, valued at $883.9M.
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 14.7M of the company's shares outstanding (worth $797.33M).