Institutional shares held 102 Million
721K calls
995K puts
Total value of holdings $5.73B
$40.4M calls
$55.8M puts
Market Cap $8.94B
158,644,992 Shares Out.
Institutional ownership 64.48%
# of Institutions 596


Latest Institutional Activity in HRB

Top Purchases

Q3 2024
Morgan Stanley Shares Held: 2.17M ($122M)
Q3 2024
Wedge Capital Management L L P Shares Held: 777K ($43.8M)
Q3 2024
Qube Research & Technologies LTD Shares Held: 1.13M ($63.7M)
Q3 2024
Fuller & Thaler Asset Management, Inc. Shares Held: 4.18M ($235M)
Q3 2024
Truist Financial Corp Shares Held: 657K ($37M)

Top Sells

Q3 2024
Wellington Management Group LLP Shares Held: 2.34M ($132M)
Q3 2024
Citadel Advisors LLC Shares Held: 230K ($13M)
Q3 2024
Goldman Sachs Group Inc Shares Held: 953K ($53.7M)
Q3 2024
Vanguard Group Inc Shares Held: 14.2M ($801M)
Q3 2024
Pacer Advisors, Inc. Shares Held: 2.26M ($127M)

About HRB

H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. In addition, the company offers small business financial solutions through its company-owned or franchise offices, and online. H&R Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri.


Insider Transactions at HRB

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
309K Shares
From 14 Insiders
Grant, award, or other acquisition 309K shares
Sell / Disposition
501K Shares
From 8 Insiders
Payment of exercise price or tax liability 240K shares
Open market or private sale 262K shares

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