H&R Block Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:HRB * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
16 Sep 24	SellMex$9,931,471	Kellie Logerwell	Individual	8,000	Mex$1,241.43
19 Aug 24	SellMex$96,736,602	Tony Bowen	Individual	79,259	Mex$1,220.51
19 Aug 24	SellMex$11,985,157	Kellie Logerwell	Individual	9,846	Mex$1,217.26
19 Aug 24	SellMex$10,923,705	Dara Redler	Individual	9,100	Mex$1,200.41

Insider Trading Volume

Insider Buying: HRB * insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of HRB *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	145,478	0.106%
Individual Insiders	1,024,483	0.748%
General Public	7,083,051	5.17%
Institutions	128,793,250	94%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.96% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.7%	FMR LLC	17,386,947	Mex$21.5b	-0.29%	0.06%
11.9%	BlackRock, Inc.	16,299,068	Mex$20.1b	-2%	0.01%
10.7%	The Vanguard Group, Inc.	14,702,829	Mex$18.2b	3.24%	0.01%
3.43%	State Street Global Advisors, Inc.	4,706,022	Mex$5.8b	-14.4%	0.01%
3.42%	Charles Schwab Investment Management, Inc.	4,681,475	Mex$5.8b	0%	0.04%
2.58%	Strategic Advisers LLC	3,542,082	Mex$4.4b	5.61%	0.08%
2.58%	Fuller & Thaler Asset Management, Inc.	3,538,138	Mex$4.4b	12.1%	0.78%
2.54%	Boston Partners Global Investors, Inc.	3,483,738	Mex$4.3b	-0.39%	0.12%
2.46%	Wellington Management Group LLP	3,367,203	Mex$4.2b	-0.19%	0.03%
2%	Pacer Advisors, Inc.	2,738,190	Mex$3.4b	52.2%	0.35%
1.95%	Geode Capital Management, LLC	2,675,056	Mex$3.3b	2.19%	0.01%
1.68%	Dimensional Fund Advisors LP	2,305,109	Mex$2.8b	-7.22%	0.02%
1.65%	Lazard Asset Management LLC	2,263,076	Mex$2.8b	-53.8%	0.11%
1.62%	Northern Trust Global Investments	2,215,243	Mex$2.7b	10.6%	0.02%
1.55%	AQR Capital Management, LLC	2,122,060	Mex$2.6b	39.4%	0.17%
1.26%	BNY Asset Management	1,724,458	Mex$2.1b	-0.78%	0.02%
1.22%	Norges Bank Investment Management	1,670,801	Mex$2.1b	-2.17%	0.01%
1.15%	LSV Asset Management	1,575,491	Mex$1.9b	-2.53%	0.17%
1.13%	Arrowstreet Capital, Limited Partnership	1,550,298	Mex$1.9b	-14.2%	0.07%
0.99%	Goldman Sachs Asset Management, L.P.	1,351,441	Mex$1.7b	77.4%	0.02%
0.76%	City National Rochdale, LLC	1,046,228	Mex$1.3b	2.36%	0.17%
0.71%	Invesco Capital Management LLC	976,496	Mex$1.2b	10.4%	0.02%
0.7%	NewEdge Wealth, LLC	957,589	Mex$1.2b	1.4%	1.12%
0.65%	Jeffrey Jones	886,430	Mex$1.1b	17.4%	no data
0.62%	T. Rowe Price Group, Inc.	849,661	Mex$1.0b	46.4%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/11/13 18:47
End of Day Share Price	2024/08/16 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

H&R Block, Inc. is covered by 19 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Alexander Paris	Barrington Research Associates, Inc.
Jeffrey Silber	BMO Capital Markets Equity Research
Mark Palmer	BTIG