H&R Block HRB Institutional Ownership

Ownership Summary

H&R Block Inc (NYSE:HRB) showed up in the 13F filings of 476 institutional investors as of March 2026.

• Their combined ownership stood at 7706.9% of outstanding shares in March 2026, down from 7875.1% in December 2025.
• Their total shares held in HRB increased 18.64% from the prior quarter, while the number of investors in H&R Block decreased 16.05% year over year.
• Of these 476 funds, 289 grew their exposure to H&R Block, 131 cut back, and 56 maintained positions.
• Combined, these investors held 120.61Mn shares in HRB for March 2026, up by 18.95Mn shares quarter on quarter, and down 15.32Mn shares year over year.
• As of March 31, 2026, the biggest holder of H&R Block is BlackRock, Inc. at 15.54Mn shares, representing 992.9% of shares outstanding.
• The largest buyers of H&R Block for the quarter ending March 2026 were VANGUARD PORTFOLIO MANAGEMENT LLC (7.27Mn), VANGUARD CAPITAL MANAGEMENT LLC (5.66Mn), Himalaya Capital Management LLC (1.63Mn), CITADEL ADVISORS LLC (1.58Mn), LAZARD ASSET MANAGEMENT LLC (1.27Mn).
• The largest sellers of H&R Block for the quarter ending March 2026 were FULLER & THALER ASSET MANAGEMENT, INC. (4.29Mn), WELLINGTON MANAGEMENT GROUP LLP (890.27K), NewEdge Wealth, LLC (829.91K), Goldman Sachs Group Inc (722.76K), BNP PARIBAS FINANCIAL MARKETS (711.87K).
• Per Business Quant data, the top 10 holders of H&R Block for the quarter ending March 2026 are BlackRock, Inc. (15.54Mn), FMR LLC (15.29Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (7.27Mn), VANGUARD CAPITAL MANAGEMENT LLC (5.66Mn), FULLER & THALER ASSET MANAGEMENT, INC. (4.28Mn), State Street Corp (3.99Mn), LAZARD ASSET MANAGEMENT LLC (3.76Mn), CITADEL ADVISORS LLC (3.18Mn), AQR CAPITAL MANAGEMENT LLC (3.18Mn), GEODE CAPITAL MANAGEMENT, LLC (3.14Mn).