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Ownership Breakdown H&R Block Inc. HRB

H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services related to income tax preparation to the general public primarily in the United States, Canada, and Australia. The company mainly prepares tax returns for customers within the United States through its company-owned offices, franchise locations, and online tax software. The vast majority of H&R Block's offices are located in the U.S. The company derives most of its total...


Top institutional share ownership of Block (H.&R.), Inc.

Name Shares Shares % change Value Value % change
BlackRock Inc. 19,856,128 3.9% $844,678 25.2%
Vanguard Group Inc 18,765,423 -4.3% $798,280 15.3%
Fmr Llc 14,679,474 14.9% $624,464 38.3%
Wellington Management Group Llp 8,409,083 87.7% $357,723 126.0%
State Street Corp 6,993,932 -8.7% $299,451 9.9%
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 4,758,939 1.5% $202,445 22.3%
IJH - iShares Core S&P Mid-Cap ETF 4,663,685 1.6% $198,393 22.4%
DVY - iShares Select Dividend ETF 4,332,550 1.8% $178,284 4.9%
NAESX - Vanguard Small-Cap Index Fund Investor Shares 4,061,065 0.9% $172,758 21.5%
Charles Schwab Investment Management Inc 3,609,566 22.2% $153,551 47.2%

Top institutional buyers of Block (H.&R.), Inc.

Name Shares % change Value % change Shares Value
Wellington Management Group Llp 87.7% 126.0% 8,409,083 $357,723
Charles Schwab Investment Management Inc 22.2% 47.2% 3,609,566 $153,551
FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund 16.7% 13.4% 2,418,800 $105,726
Fmr Llc 14.9% 38.3% 14,679,474 $624,464
SCHD - Schwab U.S. Dividend Equity ETF 10.0% 6.8% 2,361,007 $103,200
Dimensional Fund Advisors Lp 7.4% 29.3% 2,148,288 $91,395
VISVX - Vanguard Small-Cap Value Index Fund Investor Shares 4.1% 25.4% 2,770,485 $117,856
BlackRock Inc. 3.9% 25.2% 19,856,128 $844,678
Northern Trust Corp 3.7% 24.9% 2,387,442 $101,562
Geode Capital Management, Llc 2.3% 23.2% 2,073,601 $88,223

Top institutional sellers of Block (H.&R.), Inc.

Name Shares % change Value % change Shares Value
Jupiter Asset Management Ltd -74.5% -69.2% 2,350,000 $99,969
VEIPX - Vanguard Equity Income Fund Investor Shares -35.1% -21.8% 1,983,358 $84,372
FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares -20.0% -3.6% 2,139,191 $91,001
Fuller & Thaler Asset Management, Inc. -19.8% -3.4% 2,287,277 $97,301
Lazard Asset Management Llc -13.1% 4.7% 2,041,801 $86,858
State Street Corp -8.7% 9.9% 6,993,932 $299,451
Lsv Asset Management -4.6% 14.9% 2,038,318 $86,710
Vanguard Group Inc -4.3% 15.3% 18,765,423 $798,280
Bank of New York Mellon Corp -2.1% 17.9% 2,611,292 $111,083
FNKLX - Fidelity Series Value Discovery Fund -1.3% 1.6% 2,829,712 $116,443

Information provided by Fintel.io