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H & R Block Inc
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49.060USD
-2.040-3.99%
Close 09-04 16:00（ET）
6.08BMarket Cap
8.72P/E TTM
Shareholding Stats
Updated: Wed, May 13
Updated: Wed, May 13
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
11.19%
Fidelity Management & Research Company LLC
8.72%
Vanguard Portfolio Management, LLC
5.74%
Vanguard Capital Management, LLC
4.46%
Fuller & Thaler Asset Management Inc.
3.38%
Other
66.50%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
11.19%
Fidelity Management & Research Company LLC
8.72%
Vanguard Portfolio Management, LLC
5.74%
Vanguard Capital Management, LLC
4.46%
Fuller & Thaler Asset Management Inc.
3.38%
Other
66.50%
Shareholder Types
Shareholders
Proportion
Investment Advisor
53.66%
Investment Advisor/Hedge Fund
31.40%
Hedge Fund
5.09%
Research Firm
2.66%
Pension Fund
1.80%
Individual Investor
1.26%
Sovereign Wealth Fund
1.26%
Bank and Trust
0.82%
Insurance Company
0.50%
Other
1.55%
Institutional Shareholding
Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
1103
136.38M
107.58%
+5.90M
2025Q4
1064
123.55M
97.47%
-5.03M
2025Q3
1039
123.36M
97.58%
-9.89M
2025Q2
1044
132.38M
98.88%
-3.66M
2025Q1
1072
133.67M
99.81%
-3.71M
2024Q4
1056
132.31M
98.69%
-5.46M
2024Q3
1035
131.89M
95.26%
-8.23M
2024Q2
1005
133.58M
95.58%
-10.67M
2024Q1
992
135.62M
96.98%
-9.36M
2023Q4
986
134.13M
93.08%
-16.13M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
14.19M
11.19%
-494.38K
-3.37%
Dec 31, 2025
Fidelity Management & Research Company LLC
11.06M
8.72%
-201.81K
-1.79%
Dec 31, 2025
Fuller & Thaler Asset Management Inc.
4.29M
3.38%
+191.61K
+4.68%
Dec 31, 2025
State Street Investment Management (US)
3.99M
3.14%
-175.47K
-4.22%
Dec 31, 2025
AQR Capital Management, LLC
3.40M
2.68%
+809.44K
+31.21%
Dec 31, 2025
Geode Capital Management, L.L.C.
2.89M
2.28%
-72.90K
-2.46%
Dec 31, 2025
Fidelity Institutional Asset Management
2.72M
2.15%
+319.34K
+13.31%
Dec 31, 2025
Lazard Asset Management, L.L.C.
2.49M
1.97%
-721.15K
-22.44%
Dec 31, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Monarch Dividend Plus Index ETF
2.8%
LeaderShares AlphaFactor Tactical Focused ETF
2.35%
USCF Dividend Income Fund
2.18%
ALPS O'Shares US Small-Cap Quality Dividend ETF
1.85%
MarketDesk Focused US Dividend ETF
1.81%
Freedom Day Dividend ETF
1.46%
RiverFront Dynamic US Dividend Advantage ETF
1.34%
Fidelity Blue Chip Value ETF
0.95%
Cambria Shareholder Yield ETF
0.91%
VictoryShares Small Cap Free Cash Flow ETF
0.84%
View more
Monarch Dividend Plus Index ETF
Proportion2.8%
LeaderShares AlphaFactor Tactical Focused ETF
Proportion2.35%
USCF Dividend Income Fund
Proportion2.18%
ALPS O'Shares US Small-Cap Quality Dividend ETF
Proportion1.85%
MarketDesk Focused US Dividend ETF
Proportion1.81%
Freedom Day Dividend ETF
Proportion1.46%
RiverFront Dynamic US Dividend Advantage ETF
Proportion1.34%
Fidelity Blue Chip Value ETF
Proportion0.95%
Cambria Shareholder Yield ETF
Proportion0.91%
VictoryShares Small Cap Free Cash Flow ETF
Proportion0.84%