H&R Block HRB Institutional Ownership

NYSE HRB

$50.08 +2.25 (+4.70%)

As of: Oct 22, 2026 · 12:26 PM EDT

As of the 13F quarter ended Jun 30, 2026, 537 institutions reported holding H&R Block (HRB) shares. Versus the prior quarter, the holder count rose by 55 and shares held were up 5.89%. The largest holder is BlackRock, Inc. with 16.33Mn shares (12.79% of outstanding).

Updated Oct 11, 2026 H&R Block (HRB) stock price and overview

Institutions by Trading Activity

537 Institutions

Increased 320 59.6%

Unchanged 79 14.7%

Reduced 138 25.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

127.72Mn

of 127.64Mn outstanding

▲+5.89% QoQ

Shares Outstanding

127.64Mn

Institutional Investors

537

filed 13F for Jun 2026

▲+55 vs prior quarter

Net Shares Added (QoQ)

+7.10Mn

accumulated since last quarter

Value of Holdings

$6.18Bn

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

Updated Oct 11, 2026

H&R Block Inc (NYSE:HRB) was reported as a holding by 536 institutional investors in 13F filings for the quarter ended June 30, 2026.

Total shares held in HRB rose 5.89% from Q1 2026; the number of holders fell 4.29% from Q2 2025.
Looking at the 536 holders of HRB individually, 320 added to their positions, 138 reduced their stakes and 78 left their positions unchanged.
Institutional investors held 127.72Mn shares of H&R Block in total at the end of Q2 2026, up 7.1Mn from the prior quarter and up 8.02Mn from a year earlier.
BlackRock, Inc. led 13F holders of HRB with 16.33Mn shares as of June 30, 2026.
The largest position increases in HRB for Q2 2026 were by AQR Capital Management LLC (+6.43Mn shares), Los Angeles Capital Management LLC (+1.24Mn shares), Goldman Sachs Group Inc (+841.52K shares), BlackRock, Inc. (+787.42K shares) and First Trust Advisors LP (+678.97K shares).
Among holders that kept a stake in H&R Block, the biggest sellers in Q2 2026 were Citadel Advisors LLC (-2.65Mn shares), Vanguard Portfolio Management LLC (-1.06Mn shares), Marshall Wace, LLP (-959.71K shares), Squarepoint Ops LLC (-783.84K shares) and Qube Research & Technologies Ltd (-737.37K shares).
H&R Block's 10 largest institutional shareholders as of Q2 2026 were BlackRock, Inc. (16.33Mn shares), FMR LLC (15.74Mn shares), AQR Capital Management LLC (9.62Mn shares), Vanguard Portfolio Management LLC (6.21Mn shares), Vanguard Capital Management LLC (5.71Mn shares), State Street Corp (4.16Mn shares), Fuller & Thaler Asset Management, Inc. (3.98Mn shares), Lazard Asset Management LLC (3.24Mn shares), Geode Capital Management, LLC (3.06Mn shares) and Northern Trust Corp (2.93Mn shares), per Business Quant data.

Form 13F Holdings

540 Institutional Holders

Report period 30 Jun, 2026

Total shares held 127.72Mn

Of outstanding —

#	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	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
20	Ranmore Fund Management Ltd	0002055400	1,400,000	1.10%	0	0.00%	$53.31Mn

Showing 1 to 20 of 540 holders