H&R Block Inc (HRB) Ownership

49.31 ↑0.55 (1.13%)

As of May 7, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of H&R Block Inc (HRB), owning a total of 21.6 million shares. Combined, the top 32 institutional holders of HRB own 82.43% of the company with a total of 116.2 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders decreased their combined ownership of HRB by 3.1 million shares. 6 institutions bought 1,507,620 total additional shares and increased their ownership by an average of 19.16%. However 13 institutions sold 4,623,176 total shares and decreased their ownership by an average of 6.27%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of H&R Block decreased by a net total of -3,115,556 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	15.474%	-1.539%	21,588,843	-337,486	2023-12-31
BlackRock Inc	12.817%	-2.920%	17,882,904	-537,795	2023-12-31
Vanguard Group Inc	10.494%	-2.607%	14,641,461	-391,939	2023-12-31
State Street Corporation	3.919%	-10.147%	5,468,212	-617,498	2023-12-31
Lazard Asset Management LLC	3.396%	-25.165%	4,737,835	-1,593,166	2023-12-31
Charles Schwab Investment Management Inc	2.707%	-1.763%	3,776,597	-67,790	2023-12-31
Wellington Management Company LLP	2.294%	-10.672%	3,200,119	-382,298	2023-12-31
Fuller & Thaler Asset Management Inc	1.878%	-5.358%	2,620,088	-148,337	2023-12-31
Boston Partners Global Investors, Inc	1.801%	-1.349%	2,512,092	-34,351	2023-12-31
Dimensional Fund Advisors, Inc.	1.770%	3.337%	2,469,698	79,759	2023-12-31
Geode Capital Management, LLC	1.674%	-1.631%	2,335,998	-38,730	2023-12-31
AQR Capital Management LLC	1.648%	-15.450%	2,299,310	-420,169	2023-12-31
Northern Trust Corp	1.590%	1.998%	2,218,638	43,466	2023-12-31
Goldman Sachs Group Inc	1.569%	85.219%	2,189,582	1,007,424	2023-12-31
Bank of New York Mellon Corp	1.353%	-2.030%	1,887,133	-39,102	2023-12-31
Arrowstreet Capital Limited Partnership	1.268%	16.119%	1,768,682	245,524	2023-12-31
NORGES BANK	1.224%	7.367%	1,707,778	117,179	2023-12-31
LSV Asset Management	1.205%	-0.856%	1,680,700	-14,515	2023-12-31
Pacer Advisors, INC.	1.128%	0.915%	1,574,162	14,268	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	15.474%	-1.539%	21,588,843	-337,486	2023-12-31
BlackRock Inc	12.817%	-2.920%	17,882,904	-537,795	2023-12-31
Vanguard Group Inc	10.494%	-2.607%	14,641,461	-391,939	2023-12-31
State Street Corporation	3.919%	-10.147%	5,468,212	-617,498	2023-12-31
Lazard Asset Management LLC	3.396%	-25.165%	4,737,835	-1,593,166	2023-12-31
Charles Schwab Investment Management Inc	2.707%	-1.763%	3,776,597	-67,790	2023-12-31
Wellington Management Company LLP	2.294%	-10.672%	3,200,119	-382,298	2023-12-31
Fuller & Thaler Asset Management Inc	1.878%	-5.358%	2,620,088	-148,337	2023-12-31
Boston Partners Global Investors, Inc	1.801%	-1.349%	2,512,092	-34,351	2023-12-31
Dimensional Fund Advisors, Inc.	1.770%	3.337%	2,469,698	79,759	2023-12-31
Jupiter Asset Management Limited	1.543%	-74.450%	2,350,000	-6,847,552	2022-09-30
Geode Capital Management, LLC	1.674%	-1.631%	2,335,998	-38,730	2023-12-31
AQR Capital Management LLC	1.648%	-15.450%	2,299,310	-420,169	2023-12-31
Northern Trust Corp	1.590%	1.998%	2,218,638	43,466	2023-12-31
Goldman Sachs Group Inc	1.569%	85.219%	2,189,582	1,007,424	2023-12-31
Citadel Advisors Llc	1.462%	5.784%	2,040,015	111,545	2023-09-30
Bank of New York Mellon Corp	1.353%	-2.030%	1,887,133	-39,102	2023-12-31
Schroder Investment Management Group	1.219%	3.677%	1,856,873	65,852	2023-03-31
Arrowstreet Capital Limited Partnership	1.268%	16.119%	1,768,682	245,524	2023-12-31
Bank of America Corp	1.194%	50.488%	1,755,748	589,048	2023-03-31
NORGES BANK	1.224%	7.367%	1,707,778	117,179	2023-12-31
LSV Asset Management	1.205%	-0.856%	1,680,700	-14,515	2023-12-31
Pacer Advisors, INC.	1.128%	0.915%	1,574,162	14,268	2023-12-31
Robeco Institutional Asset Management BV	1.021%	1.707%	1,554,385	26,094	2023-03-31
Los Angeles Capital Management LLC	0.991%	29.370%	1,456,971	330,769	2023-03-31
Amvescap Plc.	0.890%	10.394%	1,355,001	127,579	2022-12-31
Renaissance Technologies Corp	0.864%	0.000%	1,342,800	1,342,800	2022-06-30
Qube Research & Technologies	0.879%	183.886%	1,338,037	866,708	2022-12-31
Millennium Management LLC	0.844%	550.214%	1,214,222	1,027,480	2023-06-30
Morgan Stanley - Brokerage Accounts	0.865%	-11.921%	1,206,525	-163,289	2023-09-30
HighTower Advisors, LLC	0.749%	17.263%	1,164,681	171,460	2022-06-30
Artisan Partners Limited Partnership	0.700%	-4.556%	1,029,354	-49,130	2023-06-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of H&R Block Inc (HRB), owning a total of 4.7 million shares. Combined, the top 40 mutual fund holders of HRB own 59.01% of the company with a total of 84.3 million shares.

In the latest ownership report on March 31st 2024, the top 40 fund holders increased their combined ownership of HRB by 381 thousand shares. 1 funds bought 47,349 total additional shares and increased their ownership by an average of 3.31%. However 5 funds sold 427,903 total shares and decreased their ownership by an average of 2.84%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding H&R Block decreased by a net total of -380,554 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.160%	-1.978%	4,409,452	-88,999	2024-03-31
Vanguard Small Cap Index	2.550%	-4.092%	3,558,245	-151,823	2024-03-31
Vanguard Small Cap Value Index Inv	1.717%	-5.367%	2,394,960	-135,831	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.496%	-1.990%	2,087,582	-42,385	2024-03-31
Lazard Global Eq Franchise A Acc USD	1.059%	3.312%	1,477,001	47,349	2024-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.818%	-0.771%	1,140,718	-8,865	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.200%	-0.405%	4,704,205	-19,138	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.160%	-1.978%	4,409,452	-88,999	2024-03-31
iShares Core S&P Mid-Cap ETF	3.110%	-0.097%	4,339,466	-4,218	2024-03-28
Fidelity Series Value Discovery	2.788%	0.000%	3,889,912	0	2024-02-29
Fidelity® Series Value Discovery	2.610%	1.066%	3,756,312	39,600	2023-11-30
Vanguard Small Cap Index	2.550%	-4.092%	3,558,245	-151,823	2024-03-31
Schwab US Dividend Equity ETF™	2.344%	0.029%	3,270,650	932	2024-03-29
Strategic Advisers Fidelity US TtlStk	2.291%	0.000%	3,196,900	0	2024-02-29
Strategic Advisers® Fidelity US TtlStk	2.132%	0.745%	3,068,200	22,700	2023-11-30
iShares Select Dividend ETF	2.022%	0.414%	2,820,577	11,615	2024-03-28
Fuller & Thaler Behavioral Small-Cap Eq	1.819%	0.000%	2,617,754	0	2023-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	1.819%	111.407%	2,617,754	1,379,499	2023-09-30
FullerThaler Behavioral Small-Cap Equity	1.773%	0.000%	2,473,154	0	2024-02-29
FullerThaler Behavioral Sm-Cp Eq R6	1.773%	-5.524%	2,473,154	-144,600	2023-12-31
JHancock Disciplined Value Mid Cap I	1.728%	27.045%	2,410,212	513,081	2024-02-29
Vanguard Small Cap Value Index Inv	1.717%	-5.367%	2,394,960	-135,831	2024-03-31
Vanguard Extended Market Index Investor	1.448%	0.322%	2,128,425	6,832	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.496%	-1.990%	2,087,582	-42,385	2024-03-31
BlackRock Systematic Multi-Strat Instl	1.173%	-8.400%	1,785,380	-163,732	2023-02-28
Wellington Global Quality Growth	1.208%	19.283%	1,775,794	287,074	2023-03-31
Pacer US Cash Cows 100 ETF	1.272%	0.180%	1,774,136	3,192	2024-03-28
Wellington Glbl Quality Gr USD S Ac	1.144%	-1.895%	1,742,145	-33,649	2023-04-30
Fidelity® Select IT Services	1.135%	0.541%	1,728,600	9,300	2023-04-30
Lazard Global Eq Franchise A Acc USD	1.059%	3.312%	1,477,001	47,349	2024-03-31
Fidelity® Mid-Cap Stock	0.993%	0.000%	1,429,306	0	2023-11-30
Jupiter UK Special Situations L Inc	0.868%	-35.714%	1,350,000	-750,000	2022-07-31
Fidelity® Dividend Growth	0.870%	-9.791%	1,278,800	-138,800	2023-07-31
Fidelity Value Discovery	0.832%	0.000%	1,160,962	0	2024-02-29
Fidelity® Value Discovery	0.807%	0.000%	1,160,962	0	2023-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.818%	-0.771%	1,140,718	-8,865	2024-03-31
Fidelity®Enterprise Technology Svcs Port	0.792%	-18.089%	1,139,300	-251,600	2023-09-30
Fidelity Mid-Cap Stock	0.797%	0.000%	1,112,607	0	2024-02-29
Jupiter Income Trust L Inc	0.708%	-45.639%	1,100,000	-923,516	2022-07-31
Fidelity® Low-Priced Stock	0.757%	-0.104%	1,089,062	-1,134	2023-10-31
Fidelity Low-Priced Stock	0.776%	-0.419%	1,082,110	-4,551	2024-01-31
FIAM Target Date Value Discovery CIT	0.760%	0.000%	1,060,400	0	2024-02-29
Vanguard Equity-Income Inv	0.624%	-51.121%	969,442	-1,013,916	2022-10-31
SPDR® S&P Global Div Aristocrats ETF	0.623%	-1.787%	968,399	-17,621	2022-11-30
iShares S&P Mid-Cap 400 Growth ETF	0.660%	-0.334%	921,315	-3,086	2024-03-28
WEDGE QVM-Large Cap Value	0.561%	-3.729%	871,943	-33,774	2022-09-30