BLOCK H & R INC's ticker is HRB and the CUSIP is 093671105. A total of 403 filers reported holding BLOCK H & R INC in Q3 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.
About BLOCK H & R INC
Block H&R Inc. is a diversified financial services company that provides tax preparation, banking, and other financial services to individuals and small businesses. The company has been in business for over 60 years and has a strong reputation for providing high-quality services to its clients.
One of the key strengths of Block H&R Inc. is its tax preparation services. The company has a large network of tax professionals who are trained to help clients navigate the complex tax code and maximize their tax savings. This expertise has helped Block H&R Inc. become one of the largest tax preparation companies in the United States.
In addition to tax preparation, Block H&R Inc. also offers banking services through its subsidiary, H&R Block Bank. The bank offers a range of financial products, including checking and savings accounts, credit cards, and loans. This allows Block H&R Inc. to provide a comprehensive suite of financial services to its clients.
Despite its strong reputation and long history, Block H&R Inc. faces challenges in an increasingly competitive financial services market. The company must continue to innovate and adapt to changing customer needs in order to remain relevant and competitive.
Overall, Block H&R Inc. is a well-established financial services company with a strong reputation for providing high-quality services to its clients. While the company faces challenges in a competitive market, its expertise in tax preparation and banking services positions it well for continued success in the future.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $351,971 | -26.3% | 7,167 | -27.4% | 0.00% | – |
| Q4 2023 | $477,267 | +12.3% | 9,867 | 0.0% | 0.00% | – |
| Q3 2023 | $424,873 | -72.1% | 9,867 | -72.4% | 0.00% | -100.0% |
| Q3 2022 | $1,523,000 | -6.9% | 35,804 | -22.7% | 0.00% | 0.0% |
| Q2 2022 | $1,635,000 | +118.6% | 46,304 | +35.0% | 0.00% | – |
| Q1 2021 | $748,000 | +37.5% | 34,300 | 0.0% | 0.00% | – |
| Q4 2020 | $544,000 | -17.1% | 34,300 | -14.9% | 0.00% | – |
| Q3 2020 | $656,000 | +97.6% | 40,300 | +184.7% | 0.00% | – |
| Q4 2019 | $332,000 | -98.3% | 14,157 | -98.3% | 0.00% | -100.0% |
| Q3 2019 | $19,818,000 | -18.8% | 839,051 | +0.8% | 0.02% | -22.7% |
| Q2 2019 | $24,396,000 | +13.4% | 832,644 | -7.4% | 0.02% | +10.0% |
| Q1 2019 | $21,518,000 | -0.3% | 898,827 | +5.1% | 0.02% | -13.0% |
| Q4 2018 | $21,584,000 | +22.5% | 855,470 | +25.0% | 0.02% | +21.1% |
| Q3 2018 | $17,624,000 | +16.6% | 684,424 | +3.1% | 0.02% | +5.6% |
| Q2 2018 | $15,117,000 | -6.2% | 663,601 | +4.6% | 0.02% | -14.3% |
| Q1 2018 | $16,123,000 | -3.0% | 634,503 | +0.1% | 0.02% | 0.0% |
| Q4 2017 | $16,616,000 | +2.4% | 633,731 | +3.4% | 0.02% | -8.7% |
| Q3 2017 | $16,232,000 | -17.6% | 613,003 | -3.8% | 0.02% | -20.7% |
| Q2 2017 | $19,704,000 | +34.8% | 637,460 | +1.4% | 0.03% | +26.1% |
| Q1 2017 | $14,613,000 | -0.4% | 628,534 | -1.6% | 0.02% | -4.2% |
| Q4 2016 | $14,679,000 | -1.9% | 638,511 | -1.2% | 0.02% | -4.0% |
| Q3 2016 | $14,961,000 | -0.5% | 646,254 | -1.1% | 0.02% | -3.8% |
| Q2 2016 | $15,029,000 | -15.6% | 653,442 | -3.1% | 0.03% | -16.1% |
| Q1 2016 | $17,813,000 | -16.6% | 674,219 | +5.5% | 0.03% | -18.4% |
| Q4 2015 | $21,348,000 | -22.6% | 638,791 | -16.1% | 0.04% | -28.3% |
| Q3 2015 | $27,574,000 | +22.0% | 761,718 | -0.0% | 0.05% | +29.3% |
| Q2 2015 | $22,595,000 | -4.7% | 762,062 | +3.1% | 0.04% | -4.7% |
| Q1 2015 | $23,702,000 | +5.4% | 739,076 | +10.6% | 0.04% | -2.3% |
| Q4 2014 | $22,491,000 | +7.5% | 668,171 | -0.9% | 0.04% | +4.8% |
| Q3 2014 | $20,918,000 | -4.8% | 674,546 | +3.0% | 0.04% | -6.7% |
| Q2 2014 | $21,962,000 | +5.5% | 655,193 | -5.0% | 0.04% | +2.3% |
| Q1 2014 | $20,819,000 | -5.2% | 689,586 | -8.6% | 0.04% | -4.3% |
| Q4 2013 | $21,951,000 | +5.3% | 754,597 | -3.5% | 0.05% | +2.2% |
| Q3 2013 | $20,852,000 | -5.3% | 782,159 | -1.4% | 0.04% | -10.0% |
| Q2 2013 | $22,011,000 | – | 793,199 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tikehau Investment Management | 593,110 | $15,071,000 | 4.14% |
| JUPITER ASSET MANAGEMENT LTD | 3,978,600 | $101,096,000 | 3.08% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 860,350 | $21,861,000 | 2.40% |
| CONTINENTAL ADVISORS LLC | 359,757 | $9,141,000 | 2.32% |
| TOBAM | 1,792,750 | $45,554,000 | 1.87% |
| Euclidean Technologies Management, LLC | 71,589 | $1,819,000 | 1.79% |
| Loudon Investment Management, LLC | 81,620 | $2,074,000 | 1.65% |
| Freestone Capital Holdings, LLC | 940,475 | $23,897,000 | 1.39% |
| Alpha Omega Wealth Management LLC | 99,396 | $2,526,000 | 1.27% |
| Empowered Funds, LLC | 125,104 | $3,146,000 | 1.15% |