H&R Block Ownership

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

Recent Insider Transactions

NYSE:HRB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
27 Nov 23	SellUS$2,208,510	Tony Bowen	Individual	46,892	US$47.10
11 Sep 23	SellUS$316,845	Kellie Logerwell	Individual	8,000	US$39.61
19 May 23	BuyUS$295,380	Richard Johnson	Individual	10,000	US$29.54
11 May 23	BuyUS$16,064	Robert Gerard	Individual	500	US$32.13

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HRB?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	9,800	0.00702%
State or Government	106,737	0.0765%
Individual Insiders	1,006,384	0.721%
General Public	11,727,854	8.41%
Institutions	126,669,900	90.8%

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

Top Shareholders

Top 25 shareholders own 72.02% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13%	FMR LLC	18,093,197	US$867.2m	-5.53%	0.06%
12.8%	BlackRock, Inc.	17,882,904	US$857.1m	-2.92%	0.02%
10.5%	The Vanguard Group, Inc.	14,641,461	US$701.8m	-2.61%	0.01%
3.92%	State Street Global Advisors, Inc.	5,468,212	US$262.1m	-10.2%	0.01%
3.4%	Lazard Asset Management LLC	4,737,835	US$227.1m	-25.2%	0.19%
2.71%	Charles Schwab Investment Management, Inc.	3,776,597	US$181.0m	0%	0.03%
2.51%	Strategic Advisers LLC	3,495,646	US$167.5m	26%	0.08%
2.29%	Wellington Management Group LLP	3,200,119	US$153.4m	-10.7%	0.02%
2.14%	Boston Partners Global Investors, Inc.	2,988,377	US$143.2m	-1.18%	0.1%
1.88%	Fuller & Thaler Asset Management, Inc.	2,620,088	US$125.6m	-5.36%	0.61%
1.77%	Dimensional Fund Advisors LP	2,470,698	US$118.4m	2.99%	0.02%
1.67%	Geode Capital Management, LLC	2,335,998	US$112.0m	-1.63%	0.01%
1.65%	AQR Capital Management, LLC	2,296,358	US$110.1m	-15.5%	0.19%
1.59%	Northern Trust Global Investments	2,218,638	US$106.3m	2%	0.02%
1.33%	BNY Mellon Asset Management	1,860,670	US$89.2m	-2.93%	0.02%
1.27%	Arrowstreet Capital, Limited Partnership	1,768,682	US$84.8m	16.1%	0.08%
1.22%	Norges Bank Investment Management	1,707,778	US$81.9m	7.37%	0.01%
1.2%	LSV Asset Management	1,680,700	US$80.6m	-0.86%	0.15%
1.13%	Pacer Advisors, Inc.	1,574,162	US$75.4m	0.91%	0.21%
0.81%	NewEdge Wealth, LLC	1,133,994	US$54.4m	12.5%	1.32%
0.74%	D. E. Shaw & Co., L.P.	1,038,614	US$49.8m	-11.2%	0.07%
0.69%	HighTower Advisors, LLC	960,539	US$46.0m	0.68%	0.07%
0.65%	Goldman Sachs Asset Management, L.P.	905,472	US$43.4m	-6.64%	0.01%
0.6%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	841,803	US$40.3m	-3.77%	0.01%
0.56%	BNP Paribas Arbitrage Sa, Asset Management Arm	782,288	US$37.5m	415%	0.06%