H&R Block HRB Institutional Ownership

NYSE HRB

$42.02 +1.17 (+2.86%)

As of: Oct 1, 2026 · 12:46 PM EDT

Institutions by Trading Activity

540 Institutions

Increased 322 59.6%

Unchanged 80 14.8%

Reduced 138 25.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

101.51%

▲+6.35 pp QoQ

Shares Held by Institutions

129.58Mn

of 127.64Mn outstanding

▲+10.93% QoQ

Shares Outstanding

127.64Mn

-1.93Mn held outside 13F filers

Institutional Investors

540

filed 13F for Jun 2026

▲+56 vs prior quarter

Net Shares Added (QoQ)

+12.77Mn

accumulated since last quarter

Value of Holdings

$5.29Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

H&R Block Inc (NYSE:HRB) has 540 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 101.5% of outstanding shares in June 2026, up from 95.2% in March 2026.
They increased total shares held in HRB by 10.93% quarter over quarter, and investors in H&R Block decreased 4.26% from a year ago.
During the quarter, 322 of these 540 funds increased positions in HRB, 138 reduced exposure, and 80 held steady.
Institutional investors collectively held 129.58Mn shares in H&R Block as of June 2026, up by 12.77Mn shares quarter on quarter, and up 9.87Mn shares year over year.
As of June 30, 2026, the biggest holder of H&R Block is BlackRock, Inc. at 16.33Mn shares, representing 12.79% of shares outstanding.
The largest buyers of H&R Block for the quarter ending June 2026 were AQR CAPITAL MANAGEMENT LLC (6.43Mn), Sixth Street Partners Management Company, L.P. (1.85Mn), LOS ANGELES CAPITAL MANAGEMENT LLC (1.24Mn), NORGES BANK (1.22Mn), Goldman Sachs Group Inc (841.52K).
The largest sellers of H&R Block for the quarter ending June 2026 were CITADEL ADVISORS LLC (2.65Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.06Mn), MARSHALL WACE, LLP (959.71K), Squarepoint Ops LLC (783.84K), Qube Research & Technologies Ltd (737.37K).
H&R Block's 10 largest shareholders as of June 2026 include BlackRock, Inc. (16.33Mn), FMR LLC (15.74Mn), AQR CAPITAL MANAGEMENT LLC (9.62Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (6.21Mn), VANGUARD CAPITAL MANAGEMENT LLC (5.71Mn), State Street Corp (4.16Mn), FULLER & THALER ASSET MANAGEMENT, INC. (3.98Mn), LAZARD ASSET MANAGEMENT LLC (3.24Mn), GEODE CAPITAL MANAGEMENT, LLC (3.06Mn), Northern Trust Corp (2.93Mn) per Business Quant data.

Form 13F Holdings

539 Institutional Holders

Report period 30 Jun, 2026

Total shares held 129.58Mn

Of outstanding 101.51%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	16,326,241	12.79%	▲787,417	+5.07%	$621.70Mn
2	FMR LLC	0000315066	15,744,303	12.33%	▲456,900	+2.99%	$599.54Mn
3	AQR CAPITAL MANAGEMENT LLC	0001167557	9,616,406	7.53%	▲6,433,681	+202.14%	$366.19Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	6,210,650	4.87%	▼1,061,675	-14.60%	$236.50Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	5,713,146	4.48%	▲58,111	+1.03%	$217.56Mn
6	State Street Corp	0000093751	4,157,916	3.26%	▲163,123	+4.08%	$160.03Mn
7	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	3,975,923	3.11%	▼304,370	-7.11%	$151.40Mn
8	LAZARD ASSET MANAGEMENT LLC	0001207017	3,244,474	2.54%	▼516,620	-13.74%	$123.55Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,061,311	2.40%	▼75,776	-2.42%	$116.60Mn
10	Northern Trust Corp	0000073124	2,934,354	2.30%	▼80,782	-2.68%	$111.74Mn
11	DIMENSIONAL FUND ADVISORS LP	0000354204	2,272,476	1.78%	▼35,290	-1.53%	$86.54Mn
12	Morgan Stanley	0000895421	2,185,522	1.71%	▲197,487	+9.93%	$83.22Mn
13	FIRST TRUST ADVISORS LP	0001125816	2,007,551	1.57%	▲678,967	+51.10%	$76.45Mn
14	Goldman Sachs Group Inc	0000886982	1,922,900	1.51%	▲841,522	+77.82%	$73.22Mn
15	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	1,912,427	1.50%	▲318,043	+19.95%	$72.83Mn
16	Sixth Street Partners Management Company, L.P.	0001812095	1,845,107	1.45%	▲1,845,107	0.00%	$70.26Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,845,107	1.45%	▲63,484	+3.56%	$70.26Mn
17	LOS ANGELES CAPITAL MANAGEMENT LLC	0001177206	1,714,217	1.34%	▲1,242,603	+263.48%	$65.28Mn
18	LSV ASSET MANAGEMENT	0001050470	1,591,990	1.25%	▲60,100	+3.92%	$60.62K
19	Bank of New York Mellon Corp	0001390777	1,476,375	1.16%	▼40,510	-2.67%	$56.22Mn

Showing 1 to 20 of 539 holders