H&R Block, Inc.

BMV:HRB * Stock Report

Market Cap: Mex$169.3b

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
DateValueNameEntityRoleSharesMax Price
16 Sep 24SellMex$9,931,471Kellie LogerwellIndividual8,000Mex$1,241.43
19 Aug 24SellMex$96,736,602Tony BowenIndividual79,259Mex$1,220.51
19 Aug 24SellMex$11,985,157Kellie LogerwellIndividual9,846Mex$1,217.26
19 Aug 24SellMex$10,923,705Dara RedlerIndividual9,100Mex$1,200.41
27 Nov 23SellMex$37,929,393Tony BowenIndividual46,892Mex$808.87

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 TypeNumber of SharesOwnership Percentage
State or Government145,4780.106%
Individual Insiders1,024,4830.748%
General Public7,083,0515.17%
Institutions128,793,25094%

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

Top Shareholders

Top 25 shareholders own 71.96% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.7%
FMR LLC
17,386,947Mex$21.5b-0.29%0.06%
11.9%
BlackRock, Inc.
16,299,068Mex$20.1b-2%0.01%
10.7%
The Vanguard Group, Inc.
14,702,829Mex$18.2b3.24%0.01%
3.43%
State Street Global Advisors, Inc.
4,706,022Mex$5.8b-14.4%0.01%
3.42%
Charles Schwab Investment Management, Inc.
4,681,475Mex$5.8b0%0.04%
2.58%
Strategic Advisers LLC
3,542,082Mex$4.4b5.61%0.08%
2.58%
Fuller & Thaler Asset Management, Inc.
3,538,138Mex$4.4b12.1%0.78%
2.54%
Boston Partners Global Investors, Inc.
3,483,738Mex$4.3b-0.39%0.12%
2.46%
Wellington Management Group LLP
3,367,203Mex$4.2b-0.19%0.03%
2%
Pacer Advisors, Inc.
2,738,190Mex$3.4b52.2%0.35%
1.95%
Geode Capital Management, LLC
2,675,056Mex$3.3b2.19%0.01%
1.68%
Dimensional Fund Advisors LP
2,305,109Mex$2.8b-7.22%0.02%
1.65%
Lazard Asset Management LLC
2,263,076Mex$2.8b-53.8%0.11%
1.62%
Northern Trust Global Investments
2,215,243Mex$2.7b10.6%0.02%
1.55%
AQR Capital Management, LLC
2,122,060Mex$2.6b39.4%0.17%
1.26%
BNY Asset Management
1,724,458Mex$2.1b-0.78%0.02%
1.22%
Norges Bank Investment Management
1,670,801Mex$2.1b-2.17%0.01%
1.15%
LSV Asset Management
1,575,491Mex$1.9b-2.53%0.17%
1.13%
Arrowstreet Capital, Limited Partnership
1,550,298Mex$1.9b-14.2%0.07%
0.99%
Goldman Sachs Asset Management, L.P.
1,351,441Mex$1.7b77.4%0.02%
0.76%
City National Rochdale, LLC
1,046,228Mex$1.3b2.36%0.17%
0.71%
Invesco Capital Management LLC
976,496Mex$1.2b10.4%0.02%
0.7%
NewEdge Wealth, LLC
957,589Mex$1.2b1.4%1.12%
0.65%
Jeffrey Jones
886,430Mex$1.1b17.4%no data
0.62%
T. Rowe Price Group, Inc.
849,661Mex$1.0b46.4%no data