H & R Block Inc (NYSE:HRB)
| 30.74 Delayed Data As of Jun 02 |  +0.80 / +2.67%Today’s Change | 28.83 Today|||52-Week Range 48.76 | -15.80% Year-to-Date |
Institutional investors hold a majority ownership of HRB through the 97.60% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Other Consumer Services industry. Last, during the quarter ended April 2019, these large investors purchased a net $149.8 thousand shares.
| Mutual fund holders | 60.52% |
| Other institutional | 37.08% |
| Individual stakeholders | 11.38% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 3/31/2023 | FIDELITY MANAGEMENT & RESEARCH C... Bought 3.6 Million shares of H & R Block Inc |
| 3/31/2023 | BOSTON PARTNERS GLOBAL INVESTORS... Bought 3.5 Million shares of H & R Block Inc |
| 3/31/2023 | LAZARD ASSET MANAGEMENT LLC Bought 2.1 Million shares of H & R Block Inc |
Top 10 Owners of H & R Block Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| BlackRock Fund Advisors | 11.12% | 16,929,079 | 574,065,069 | -1,065,541 | -5.92% |
| The Vanguard Group, Inc. | 10.46% | 15,924,142 | 539,987,655 | -750,515 | -4.50% |
| Fidelity Management & Research Co... | 10.30% | 15,678,418 | 531,655,154 | +3,600,510 | +29.81% |
| Wellington Management Co. LLP | 5.64% | 8,588,344 | 291,230,745 | +151,487 | +1.80% |
| SSgA Funds Management, Inc. | 3.72% | 5,667,831 | 192,196,149 | -1,152,078 | -16.89% |
| Lazard Asset Management LLC | 3.36% | 5,109,506 | 173,263,348 | +2,065,389 | +67.85% |
| FIAM LLC | 2.75% | 4,193,477 | 142,200,805 | +365,513 | +9.55% |
| Charles Schwab Investment Managem... | 2.38% | 3,624,385 | 122,902,895 | -287,663 | -7.35% |
| Boston Partners Global Investors,... | 2.29% | 3,487,351 | 118,256,072 | +3,487,351 | -- |
| Strategic Advisers LLC | 1.95% | 2,965,789 | 100,569,905 | -286,657 | -8.81% |
Top 10 Mutual Funds Holding H & R Block Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| iShares Core S&P Mid Cap ETF | 3.12% | 4,751,838 | 161,134,827 | +16,977 | +0.36% |
| Vanguard Total Stock Market ETF | 3.10% | 4,727,136 | 160,297,182 | +22,931 | +0.49% |
| Vanguard Small Cap Index Fund | 2.62% | 3,983,856 | 135,092,557 | -972 | -0.02% |
| iShares Tr. - Select Dividend ETF | 2.55% | 3,886,361 | 131,786,502 | -4,284 | -0.11% |
| Fidelity Series Value Discovery F... | 2.28% | 3,473,518 | 117,786,995 | +29,054 | +0.84% |
| Vanguard Small Cap Value Index Fu... | 1.83% | 2,791,988 | 94,676,313 | -3,346 | -0.12% |
| Fidelity Strategic Advisers US To... | 1.76% | 2,684,900 | 91,044,959 | 0 | 0.00% |
| John Hancock III - Disciplined Va... | 1.67% | 2,549,230 | 86,444,389 | +612,328 | +31.61% |
| Schwab US Dividend Equity ETF | 1.50% | 2,288,391 | 77,599,339 | -354 | -0.02% |
| Vanguard Extended Market Index Fu... | 1.39% | 2,114,581 | 71,705,442 | +5,568 | +0.26% |