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H&R Block (HRB)
NYSE:HRB
H&R Block (HRB) Ownership Overview
1.28% Insiders
34.98% Mutual Funds
14.45% Other Institutional Investors
33.89% ETFs
15.40% Public Companies and
Individual Investors
The ownership structure of H&R Block (HRB) stock is a mix of institutional, retail, and individual investors. Approximately 83.32% of the company’s stock is owned by Institutional Investors, 1.28% is owned by Insiders, and 15.40% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
Date | Name | Activity | Value |
|---|---|---|---|
| Sep 17, 2024 | Kellie J Logerwell Vp & Chief Acct Officer | xxxxxxxxxxxxx | $515280 |
| Aug 20, 2024 | xxxxxxxxxxxxx | $583310 | |
| Aug 20, 2024 | Kellie J Logerwell Vp & Chief Acct Officer | xxxxxxxxxxxxx | $639990 |
| Aug 20, 2024 | Tony G Bowen Cfo | xxxxxxxxxxxxx | $5165309 |
Recent Hedge Fund Trading Activity
Date | Firm | Activity | Value |
|---|---|---|---|
| Dec 31, 2024 | xxxxxxxxxxxxx | $3857 | |
| Dec 31, 2024 | xxxxxxxxxxxxx | $281637 | |
| Dec 31, 2024 | xxxxxxxxxxxxx | $541768 | |
| Dec 31, 2024 | xxxxxxxxxxxxx | $961001 |
Top Shareholders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 15,217,018 | Institution | 11.37% | 764,350,814 | |
| 13,412,848 | Institution | 10.02% | 673,727,355 | |
| 12,164,313 | Institution | 9.09% | 611,013,442 | |
| 6,954,802 | Institution | 5.20% | 349,339,704 | |
| 5,153,349 | Institution | 3.85% | 258,852,720 | |
| 3,873,164 | Institution | 2.89% | 194,549,028 | |
| 3,077,874 | Institution | 2.30% | 154,601,611 | |
| 2,673,601 | Institution | 2.00% | 134,294,978 | |
| 2,482,600 | Institution | 1.85% | 124,700,998 | |
| 2,332,668 | Institution | 1.74% | 117,169,914 |
Top Mutual Fund Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 12,164,313 | Institution | 9.09% | 611,013,442 | |
| 6,954,802 | Institution | 5.20% | 349,339,704 | |
| 3,873,164 | Institution | 2.89% | 194,549,028 | |
| 3,077,874 | Institution | 2.30% | 154,601,611 | |
| 2,482,600 | Institution | 1.85% | 124,700,998 | |
| 1,719,300 | Institution | 1.28% | 86,360,439 | |
| 1,676,262 | Institution | 1.25% | 84,198,640 | |
| 1,636,967 | Institution | 1.22% | 82,224,852 | |
| 1,027,705 | Institution | 0.77% | 51,621,622 | |
| 928,203 | Institution | 0.69% | 46,623,637 |
Top ETF Holders
Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| 4,730,533 | Institution | 3.53% | 161,736,923 | |
| 4,401,259 | Institution | 3.29% | 221,075,240 | |
| 4,312,427 | Institution | 3.22% | 235,070,396 | |
| 3,722,565 | Institution | 2.78% | 185,979,347 | |
| 3,489,912 | Institution | 2.61% | 184,406,950 | |
| 2,739,640 | Institution | 2.05% | 137,612,117 | |
| 2,649,554 | Institution | 1.98% | 132,371,718 | |
| 2,304,489 | Institution | 1.72% | 125,617,695 | |
| 2,077,953 | Institution | 1.55% | 113,269,218 | |
| 1,091,724 | Institution | 0.82% | 54,837,297 |
FAQ
Who Owns H&R Block (HRB)?
According to the latest TipRanks data, approximately 14.45% of the company's stock is held by institutional investors, 1.28% is held by insiders, and 15.40% is held by retail investors.
What percentage of H&R Block (HRB) stock is held by institutional investors?
According to the latest TipRanks data, approximately 14.45% of H&R Block (HRB) stock is held by institutional investors.
What percentage of H&R Block (HRB) stock is held by retail investors?
According to the latest TipRanks data, approximately 15.40% of H&R Block (HRB) stock is held by retail investors.
Who owns the most shares of H&R Block (HRB)?
iShares owns the most shares of H&R Block (HRB).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.