H&R Block Ownership | Who Owns H&R Block?

Overview Forecast RevenueFinancials Chart Transcripts

H&R Block Ownership Summary

H&R Block is owned by 46.86% institutional investors, 1.25% insiders, and 51.89% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.51% of HRB shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.37% of its assets in H&R Block shares.

HRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	H&R Block	46.86%	1.25%	51.89%
Sector	Consumer Cyclical Stocks	33.27%	14.14%	52.59%
Industry	Personal Services Stocks	20.21%	8.92%	70.87%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	15.83M	12.51%	$689.92M
Blackrock	16.30M	11.68%	$883.90M
Fmr	14.38M	10.74%	$727.35M
Vanguard group	13.31M	10.52%	$580.22M
Fuller & thaler asset management	4.29M	3.39%	$186.76M
State street	4.16M	3.11%	$212.14M
Lazard asset management	3.19M	2.35%	$174.90M
Geode capital management	2.89M	2.28%	$125.99M
Northern trust	2.75M	2.05%	$139.09M
Dimensional fund advisors lp	2.31M	1.82%	$73.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Prevatt capital	710.00K	6.07%	$22.54M
Ranmore fund management	1.40M	5.87%	$44.44M
Kennondale capital management	104.30K	2.39%	$3.31M
Round hill asset management	54.61K	1.50%	$2.38M
Rings capital management	53.00K	1.26%	$2.68M
Tealwood asset management	66.44K	0.96%	$2.11M
Rwwm	360.35K	0.83%	$11.44M
Optimist retirement group	57.81K	0.81%	$1.83M
Cunning capital partners, lp	37.36K	0.75%	$1.63M
Corton capital	5.82K	0.72%	$294.42K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.59M	0.01%	1.59M
Millennium management	1.03M	0.03%	896.83K
Vanguard fiduciary trust	788.71K	0.01%	788.71K
Fmr	14.38M	0.04%	532.98K
Los angeles capital management	471.61K	0.06%	470.97K

Top Sellers

Holder	Shares	% Assets	Change
Boston partners	-	-	-3.07M
Franklin resources	107.49K	0.00%	-2.33M
Balyasny asset management	147.83K	0.01%	-1.14M
Clark capital management group	-	-	-744.12K
Qube research	1.04M	0.05%	-711.64K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.59M	0.01%	1.59M	$69.44M
Vanguard fiduciary trust	788.71K	0.01%	788.71K	$25.03M
Rwwm	360.35K	0.83%	360.35K	$11.44M
Liontrust investment partners llp	292.88K	0.22%	292.88K	$15.48M
Woodline partners lp	260.53K	0.06%	260.53K	$13.18M

Sold Out

Holder	Change
Bellwether advisors	-1.00
Hexagon capital partners	-1.00
S&t bank/pa	-2.00
Rakuten securities	-2.00
Tfo-tdc	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	324	-42.14%	59,314,404	-50.43%	46	0.59%	136	-45.38%	128	-35.35%
Sep 30, 2025	533	-4.99%	119,153,553	3.52%	88	1.23%	244	-5.79%	184	-9.36%
Jun 30, 2025	561	-2.09%	123,186,457	-3.54%	90	1.02%	261	-1.88%	202	-3.81%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	4.27M	3.37%	-2.16K
Vanguard US Total Market Shares ETF	4.42M	3.30%	3.33K
FullerThaler Behavioral Sm-Cp Eq R6	4.10M	3.23%	200.13K
FullerThaler Beh Small-Cap Equity SMA	4.10M	3.23%	106.00K
FullerThaler Behavioral Small-Cap Equity	4.10M	3.23%	200.13K
Vanguard Total Stock Mkt Idx Inv	4.01M	3.17%	19.66K
Schwab US Dividend Equity ETF™	3.67M	2.74%	3.03K
Vanguard Small Cap Index	2.93M	2.31%	54.96K
Fidelity Series Value Discovery	2.83M	2.23%	293.00K
Strategic Advisers Fidelity US TtlStk	2.77M	2.19%	277.60K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 19, 2025	Jones Jeffrey J II	President & CEO	Sell	$5.74M
Nov 12, 2025	Jones Jeffrey J II	President & CEO	Sell	$8.20M
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

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	-	2
2025 Q3	-	-
2025 Q2	-	1
2025 Q1	-	-

HRB Ownership FAQ

Who Owns H&R Block?

H&R Block shareholders are primarily institutional investors at 46.86%, followed by 1.25% insiders and 51.89% retail investors. The average institutional ownership in H&R Block's industry, Personal Services Stocks , is 20.21%, which H&R Block exceeds.

Who owns the most shares of H&R Block?

H&R Block’s largest shareholders are Blackrock funding, inc. /de (15.83M shares, 12.51%), Blackrock (16.3M shares, 11.68%), and Fmr (14.38M shares, 10.74%). Together, they hold 34.93% of H&R Block’s total shares outstanding.

Does Blackrock own H&R Block?

Yes, BlackRock owns 11.68% of H&R Block, totaling 16.3M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 883.9M$. In the last quarter, BlackRock decreased its holdings by -332K shares, a -2.00% change.

Who is H&R Block’s biggest shareholder by percentage of total assets invested?

Prevatt capital is H&R Block’s biggest shareholder by percentage of total assets invested, with 6.07% of its assets in 710K H&R Block shares, valued at 22.54M$.

Who is the top mutual fund holder of H&R Block shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of H&R Block shares, with 3.37% of its total shares outstanding invested in 4.27M H&R Block shares.

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