H&R Block Inc (HRB) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

126,128,125Shares Outstanding

982,223Shares held by institutions

$29,987,268Value of institutional holdings

90.88%Institutional ownership %

0.43%Shares Changed QoQ

476No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for H&R Block Inc (NYSE:HRB) includes 476 filers as of the latest reporting cycle ending December 2025.

Institutional ownership in H&R Block edged up to 90.9% in December 2025, compared to 86.4% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 0.43%, with a year-over-year a decrease of 12.82% in the count of filers.
A review of institutional activity for H&R Block shows 213 of 476 filers increasing their positions, while 190 reduced their stake, and 73 remained unchanged.
This class of investors increased its holdings in H&R Block to 114.62Mn shares for the 13F-cycle ending December 2025, up by 487.82K shares quarter on quarter, and down 11.66Mn shares year over year.
With 15.83Mn shares, BlackRock, Inc. commands the largest institutional position in H&R Block as of December 31, 2025, equating to 12.55% of the company.
Among the most significant buyers of H&R Block during December 2025 were NORGES BANK (1.59Mn), Ranmore Fund Management Ltd (948.00K), AQR CAPITAL MANAGEMENT LLC (809.44K), Lodge Hill Capital, LLC (800.00K), MILLENNIUM MANAGEMENT LLC (611.26K).
Leading sellers of H&R Block stock in December 2025 included FRANKLIN RESOURCES INC (2.33Mn), ROYAL BANK OF CANADA (1.06Mn), Boston Partners (821.47K), LAZARD ASSET MANAGEMENT LLC (721.15K), WELLINGTON MANAGEMENT GROUP LLP (606.33K).
The top 10 institutional holders of H&R Block for the quarter ending December 2025 included BlackRock, Inc. (15.83Mn), FMR LLC (14.57Mn), VANGUARD GROUP INC (13.31Mn), FULLER & THALER ASSET MANAGEMENT, INC. (4.29Mn), STATE STREET CORP (3.99Mn), AQR CAPITAL MANAGEMENT LLC (3.40Mn), Boston Partners (3.07Mn), GEODE CAPITAL MANAGEMENT, LLC (2.89Mn), DIMENSIONAL FUND ADVISORS LP (2.52Mn), LAZARD ASSET MANAGEMENT LLC (2.49Mn).

476 Institutional Holders

982,223 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	15,831,228	-436,810	-2.69%	$689,924,905.00
FMR LLC	31 Dec, 2025	14,567,341	184,330	1.28%	$634,844,716.00
VANGUARD GROUP INC	31 Dec, 2025	13,313,823	-345,952	-2.53%	$580,216,406.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	4,285,516	191,608	4.68%	$186,762,797.00
STATE STREET CORP	31 Dec, 2025	3,985,160	-175,465	-4.22%	$175,390,577.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	3,402,728	809,438	31.21%	$146,997,847.00
Boston Partners	31 Dec, 2025	3,065,070	-821,474	-21.14%	$133,571,557.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,890,440	-72,903	-2.46%	$125,985,349.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,519,882	203,478	8.78%	$109,816,186.00
LAZARD ASSET MANAGEMENT LLC	31 Dec, 2025	2,492,030	-721,147	-22.44%	$108,602,667.00
NORTHERN TRUST CORP	31 Dec, 2025	2,415,655	-334,758	-12.17%	$105,274,244.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	1,794,481	-195,886	-9.84%	$78,203,482.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,697,916	-606,329	-26.31%	$73,995,180.00
CITADEL ADVISORS LLC	31 Dec, 2025	1,598,948	202,769	14.52%	$69,682,154.00
NORGES BANK	31 Dec, 2025	1,593,419	1,593,419	0.00%	$69,441,200.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,576,650	-58,798	-3.60%	$68,710,407.00
LSV ASSET MANAGEMENT	31 Dec, 2025	1,534,451	55,900	3.78%	$66,871.00
MORGAN STANLEY	31 Dec, 2025	1,500,953	-327,876	-17.93%	$65,411,560.00
Bank of New York Mellon Corp	31 Dec, 2025	1,419,957	-11,483	-0.80%	$61,881,739.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	1,345,723	511,377	61.29%	$58,646,608.00

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