H&R Block (HRB) Shareholding Patterns

Stock Card

$52.51

$-0.16 (-0.30%)

As on 27-Aug-2026 16:00EDT

Market cap

$6,617 Mln

Revenue (TTM)

$3,945 Mln

P/E Ratio

9.4

P/B Ratio

55.6

Div. Yield

3.2 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
Dimensional Fund Advisors, Inc.	Institutions	1.43	3.72	31-Mar-2023
LSV Asset Management	Institutions	1.26	-7.23	31-Mar-2023
Schroder Investment Management Group	Institutions	1.22	3.68	31-Mar-2023
Robeco Institutional Asset Management BV	Institutions	1.02	1.71	31-Mar-2023
BlackRock Inc	Institutions	13.19	1.13	31-Dec-2022
FMR Inc	Institutions	12.58	30.51	31-Dec-2022
Vanguard Group Inc	Institutions	11.10	-9.94	31-Dec-2022
Wellington Management Company LLP	Institutions	5.54	0.33	31-Dec-2022
State Street Corporation	Institutions	4.48	-2.49	31-Dec-2022
Charles Schwab Investment Management Inc	Institutions	2.57	8.38	31-Dec-2022
Lazard Asset Management LLC	Institutions	2.00	49.09	31-Dec-2022
Northern Trust Corp	Institutions	1.54	-1.60	31-Dec-2022
Fuller & Thaler Asset Management Inc	Institutions	1.42	-5.49	31-Dec-2022
Geode Capital Management, LLC	Institutions	1.41	3.20	31-Dec-2022
Bank of New York Mellon Corp	Institutions	1.39	-19.02	31-Dec-2022
AQR Capital Management LLC	Institutions	1.34	42.02	31-Dec-2022
NORGES BANK	Institutions	1.04	-17.14	31-Dec-2022
BlackRock Inc	Institutions	13.04	3.94	30-Sep-2022
FMR Inc	Institutions	9.64	14.85	30-Sep-2022
Wellington Management Company LLP	Institutions	5.52	87.66	30-Sep-2022
Charles Schwab Investment Management Inc	Institutions	2.37	22.18	30-Sep-2022
Jupiter Asset Management Limited	Institutions	1.54	-74.45	30-Sep-2022
Fuller & Thaler Asset Management Inc	Institutions	1.50	-19.82	30-Sep-2022
Geode Capital Management, LLC	Institutions	1.36	2.28	30-Sep-2022
Lazard Asset Management LLC	Institutions	1.34	-13.08	30-Sep-2022
Vanguard Group Inc	Institutions	12.36	-4.15	30-Jun-2022
FMR Inc	Institutions	8.06	57.98	30-Jun-2022
Jupiter Asset Management Limited	Institutions	5.80	-16.86	30-Jun-2022
State Street Corporation	Institutions	4.83	-2.92	30-Jun-2022
Wellington Management Company LLP	Institutions	2.82	73.37	30-Jun-2022
Charles Schwab Investment Management Inc	Institutions	1.86	-0.51	30-Jun-2022
Fuller & Thaler Asset Management Inc	Institutions	1.80	-21.31	30-Jun-2022
Bank of New York Mellon Corp	Institutions	1.68	5.11	30-Jun-2022
Lazard Asset Management LLC	Institutions	1.48	-60.49	30-Jun-2022
Northern Trust Corp	Institutions	1.45	16.86	30-Jun-2022
LSV Asset Management	Institutions	1.35	-9.96	30-Jun-2022
Geode Capital Management, LLC	Institutions	1.28	-4.52	30-Jun-2022
Dimensional Fund Advisors, Inc.	Institutions	1.26	5.98	30-Jun-2022
Artisan Partners Limited Partnership	Institutions	1.24	-24.14	30-Jun-2022
FMR Inc	Institutions	5.06	180,812.46	31-Mar-2022
State Street Corporation	Institutions	4.93	13.87	31-Mar-2022
Lazard Asset Management LLC	Institutions	3.72	0.69	31-Mar-2022
Bank of New York Mellon Corp	Institutions	1.59	-2.32	31-Mar-2022
Northern Trust Corp	Institutions	1.23	-34.48	31-Mar-2022
BlackRock Inc	Institutions	14.20	14.87	31-Dec-2021
Mellon Investments Corporation	Institutions	1.02	-17.23	31-Dec-2021
First Trust Advisors L.P.	Institutions	1.07	61.70	30-Sep-2021
BlackRock Inc	Institutions	11.47	-6.64	30-Jun-2021
Bank of New York Mellon Corp	Institutions	2.03	-14.56	30-Jun-2021
Mellon Investments Corporation	Institutions	1.45	-14.57	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
12-Nov-2025	Jeffrey J Jones II	Sell	Market	3,798	46.46	176.45
23-Sep-2025	Val T. Hoyle	Sell	Market	--	49.80	--
16-Apr-2025	Jeffrey J Jones II	Sell	Market	850	63.28	53.81
16-Apr-2025	Jeffrey J Jones II	Sell	Market	850	63.28	53.81
16-Sep-2024	Kellie J Logerwell	Sell	Market	124	64.41	8.00

H&R Block (HRB) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

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