H&R Block Ownership | Who Owns H&R Block?
H&R Block Ownership Summary
H&R Block is owned by 1.76% institutional investors, 1.15% insiders, and 97.09% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.75% of HRB shares. FullerThaler Behavioral Small-Cap Equity is the top mutual fund, with 3.35% of its assets in H&R Block shares.
HRB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | H&R Block | 1.76% | 1.15% | 97.09% |
| Sector | Consumer Cyclical Stocks | 39.72% | 14.50% | 45.78% |
| Industry | Personal Services Stocks | 32.44% | 8.47% | 59.09% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 16.44M | 11.75% | $868.72M |
| Blackrock | 16.30M | 11.68% | $883.90M |
| Fmr | 14.41M | 10.30% | $761.37M |
| Vanguard group | 14.25M | 10.19% | $753.14M |
| Charles schwab investment management | 5.22M | 3.73% | $275.80M |
| Fuller & thaler asset management | 4.70M | 3.36% | $248.45M |
| State street | 4.59M | 3.28% | $244.45M |
| Boston partners | 4.50M | 3.22% | $237.81M |
| Pacer advisors | 2.74M | 1.96% | $144.53M |
| Geode capital management | 2.60M | 1.86% | $137.46M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Prevatt capital | 460.00K | 8.31% | $25.26M |
| Round hill asset management | 59.09K | 2.20% | $3.12M |
| Blue whale capital llp | 489.69K | 1.92% | $25.88M |
| Aurora investment counsel | 56.18K | 1.63% | $2.97M |
| Rings capital management | 53.00K | 1.46% | $2.80M |
| Ibex wealth advisors | 193.61K | 1.20% | $10.23B |
| Cunning capital partners, lp | 37.58K | 1.19% | $1.99M |
| Optimist retirement group | 42.85K | 1.07% | $2.26M |
| Tealwood asset management | 47.22K | 1.03% | $2.50M |
| Newedge wealth | 1.10M | 1.00% | $57.90M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 4.50M | 0.29% | 1.66M |
| Norges bank | 1.08M | 0.01% | 1.08M |
| Millennium management | 1.03M | 0.03% | 896.83K |
| Lazard asset management | 2.59M | 0.20% | 695.58K |
| Ubs group | 823.49K | 0.01% | 650.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 14.41M | 0.05% | -4.52M |
| Voloridge investment management | - | - | -657.57K |
| Renaissance | 59.80K | 0.00% | -510.30K |
| Victory capital management | 74.61K | 0.00% | -424.94K |
| Blackrock | 16.30M | 0.02% | -332.11K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.08M | 0.01% | 1.08M | $57.25M |
| Boston trust walden | 483.57K | 0.18% | 483.57K | $25.55M |
| Liontrust investment partners llp | 292.88K | 0.22% | 292.88K | $15.48M |
| Raymond james financial | 202.97K | 0.00% | 202.97K | $10.73M |
| Peak6 | 104.62K | 0.01% | 104.62K | $5.53M |
Sold Out
| Holder | Change |
|---|---|
| Rakuten securities | -2.00 |
| Tfo-tdc | -3.00 |
| Td capital management | -4.00 |
| Mine & arao wealth creation & management, llc. | -8.00 |
| Claris advisors, llc / mo / | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 13 | -97.72% | 2,383,055 | -98.11% | 1 | 0.02% | 7 | -97.62% | 3 | -98.24% |
| Dec 31, 2024 | 418 | -25.49% | 94,309,576 | -23.11% | 67 | 0.88% | 214 | -21.32% | 129 | -25.86% |
| Sep 30, 2024 | 552 | 8.24% | 122,361,851 | -2.98% | 86 | 1.09% | 269 | 13.50% | 170 | 3.03% |
| Jun 30, 2024 | 504 | -0.59% | 126,027,874 | 0.13% | 90 | 1.11% | 234 | 3.08% | 163 | -7.39% |
| Mar 31, 2024 | 507 | 3.89% | 125,860,184 | 0.14% | 90 | 1.16% | 227 | -0.44% | 176 | 10.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| FullerThaler Behavioral Small-Cap Equity | 4.48M | 3.35% | 504.90K |
| Vanguard US Total Market Shares ETF | 4.42M | 3.30% | 3.33K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 4.39M | 3.28% | -89.80K |
| iShares Core S&P Mid-Cap ETF | 4.35M | 3.25% | 2.84K |
| Vanguard Total Stock Mkt Idx Inv | 4.29M | 3.20% | 55.27K |
| Schwab US Dividend Equity ETF™ | 3.67M | 2.74% | 3.03K |
| Vanguard Small Cap Index | 3.36M | 2.51% | 20.21K |
| iShares Select Dividend ETF | 2.84M | 2.12% | - |
| Fidelity Series Value Discovery | 2.74M | 2.04% | -23.30K |
| JHancock Disciplined Value Mid Cap I | 2.71M | 2.03% | -691.75K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 16, 2025 | Jones Jeffrey J II | President & CEO | Sell | $3.41M |
| Sep 16, 2024 | Logerwell Kellie J | VP & Chief Acct Officer | Sell | $515.28K |
| Sep 03, 2024 | Jones Jeffrey J II | President & CEO | Sell | $613.17K |
| Aug 19, 2024 | Redler Dara S | Chief Legal Officer | Sell | $583.31K |
| Aug 19, 2024 | Logerwell Kellie J | VP & Chief Acct Officer | Sell | $639.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | - |
HRB Ownership FAQ
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