H & R Block Inc (NYSE:HRB)

Delayed Data
As of Jun 02
 +0.80 / +2.67%
Today’s Change
Today|||52-Week Range
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 holders60.52%
Other institutional37.08%
Individual stakeholders11.38%

Largest Quarterly Institutional

Latest Institutional Activity

3/31/2023FIDELITY MANAGEMENT & RESEARCH C...  Bought 3.6 Million shares of H & R Block Inc
3/31/2023BOSTON PARTNERS GLOBAL INVESTORS...  Bought 3.5 Million shares of H & R Block Inc
3/31/2023LAZARD ASSET MANAGEMENT LLC  Bought 2.1 Million shares of H & R Block Inc

Top 10 Owners of H & R Block Inc

Total value ($)Shares
bought / sold
BlackRock Fund Advisors11.12%16,929,079574,065,069-1,065,541-5.92%
The Vanguard Group, Inc.10.46%15,924,142539,987,655-750,515-4.50%
Fidelity Management & Research Co...10.30%15,678,418531,655,154+3,600,510+29.81%
Wellington Management Co. LLP5.64%8,588,344291,230,745+151,487+1.80%
SSgA Funds Management, Inc.3.72%5,667,831192,196,149-1,152,078-16.89%
Lazard Asset Management LLC3.36%5,109,506173,263,348+2,065,389+67.85%
FIAM LLC2.75%4,193,477142,200,805+365,513+9.55%
Charles Schwab Investment Managem...2.38%3,624,385122,902,895-287,663-7.35%
Boston Partners Global Investors,...2.29%3,487,351118,256,072+3,487,351--
Strategic Advisers LLC1.95%2,965,789100,569,905-286,657-8.81%

Top 10 Mutual Funds Holding H & R Block Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
iShares Core S&P Mid Cap ETF3.12%4,751,838161,134,827+16,977+0.36%
Vanguard Total Stock Market ETF3.10%4,727,136160,297,182+22,931+0.49%
Vanguard Small Cap Index Fund2.62%3,983,856135,092,557-972-0.02%
iShares Tr. - Select Dividend ETF2.55%3,886,361131,786,502-4,284-0.11%
Fidelity Series Value Discovery F...2.28%3,473,518117,786,995+29,054+0.84%
Vanguard Small Cap Value Index Fu...1.83%2,791,98894,676,313-3,346-0.12%
Fidelity Strategic Advisers US To...1.76%2,684,90091,044,95900.00%
John Hancock III - Disciplined Va...1.67%2,549,23086,444,389+612,328+31.61%
Schwab US Dividend Equity ETF1.50%2,288,39177,599,339-354-0.02%
Vanguard Extended Market Index Fu...1.39%2,114,58171,705,442+5,568+0.26%