Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / COMMON STOCK
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Shares outstanding
-
137,228,416
-
Number of holders
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7
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Total 13F shares, excl. options
-
555,206
-
Shares change
-
+25,473
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Total reported value, excl. options
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$26,855,314
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Value change
-
+$1,232,128
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Number of buys
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3
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Number of sells
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-2
-
Price
-
$48.37
Significant Holders of H&R BLOCK INC - COMMON STOCK (HRB) as of Q4 2023
7 filings reported holding HRB - H&R BLOCK INC - COMMON STOCK as of Q4 2023.
H&R BLOCK INC - COMMON STOCK (HRB) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 555,206 shares
of 137,228,416 outstanding shares and own 0.4% of the company stock.
Largest 10 shareholders include FMR LLC (21,588,843 shares), BlackRock Inc. (17,882,904 shares), VANGUARD GROUP INC (14,641,461 shares), STATE STREET CORP (5,468,212 shares), LAZARD ASSET MANAGEMENT LLC (4,737,835 shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3,776,597 shares), WELLINGTON MANAGEMENT GROUP LLP (3,200,119 shares), FULLER & THALER ASSET MANAGEMENT, INC. (2,620,088 shares), Boston Partners (2,512,092 shares), and DIMENSIONAL FUND ADVISORS LP (2,469,698 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.