18.17
BATS BZX Real-Time Price
As of 11:41am ET
 -0.21 / -1.14%
Today’s Change
11.29
Today|||52-Week Range
25.44
-22.61%
Year-to-Date
Institutional investors hold a majority ownership of HRB through the 98.65% 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 $3.0 million shares.
Individual stakeholders8.69%
Mutual fund holders51.34%
Other institutional47.31%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2020LAZARD ASSET MANAGEMENT PACIFIC ...  Bought 936.1 Thousand shares of H & R Block Inc
9/30/2020FULTON BREAKEFIELD BROENNIMAN LL...  Bought 354.2 Thousand shares of H & R Block Inc
9/30/2020FOUNDRY PARTNERS LLC (MINNESOTA)  Bought 302.8 Thousand shares of H & R Block Inc

Top 10 Owners of H & R Block Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.13.90%26,818,235436,869,048-451,115-1.65%
BlackRock Fund Advisors7.75%14,951,382243,558,013-795,444-5.05%
Jupiter Asset Management Ltd.6.59%12,710,000207,045,900+1,314,000+11.53%
SSgA Funds Management, Inc.5.64%10,883,862177,298,112+813,171+8.07%
Fidelity Management & Research Co...2.91%5,609,50191,378,771-536,700-8.73%
Mellon Investments Corp.2.80%5,391,95287,834,898-286,910-5.05%
PPM America, Inc.2.55%4,914,60180,058,850+1,245,200+33.93%
Invesco Capital Management LLC2.52%4,854,08279,072,996+50,012+1.04%
Swedbank Robur Fonder AB2.34%4,514,10473,534,754-213,708-4.52%
D. E. Shaw & Co. LP2.10%4,042,46965,851,820-627,239-13.43%

Top 10 Mutual Funds Holding H & R Block Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...2.80%5,405,42988,054,438-41,600-0.76%
iShares Core S&P Mid Cap ETF2.61%5,033,35081,993,272-1,080-0.02%
Vanguard Small Cap Index Fund2.33%4,490,51573,150,489-244,685-5.17%
Fidelity Dividend Growth Fund1.89%3,653,30059,512,25700.00%
Jupiter UK Special Situations Fun...1.81%3,500,00057,015,000+300,000+9.38%
Jupiter Income Trust1.56%3,000,00048,870,000+200,000+7.14%
iShares Tr. - Select Dividend ETF1.53%2,951,91648,086,712+2,599+0.09%
Vanguard Small Cap Value Index Fu...1.36%2,622,67842,723,425-257,802-8.95%
Vanguard Extended Market Index Fu...1.28%2,470,14040,238,581+2,470,140--
Vanguard Equity Income Fund1.27%2,448,46939,885,560+952,612+63.68%