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 88.96% institutional investors, 1.29% insiders, and 9.76% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.15% of HRB shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.30% of its assets in H&R Block shares.

HRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	H&R Block	88.96%	1.29%	9.76%
Sector	Consumer Cyclical Stocks	42.53%	14.10%	43.38%
Industry	Personal Services Stocks	24.64%	8.83%	66.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	16.27M	12.15%	$822.67M
Blackrock	16.30M	11.68%	$883.90M
Fmr	14.38M	10.74%	$727.35M
Vanguard group	13.66M	10.20%	$690.77M
State street	4.16M	3.11%	$212.14M
Fuller & thaler asset management	4.09M	3.06%	$207.03M
Boston partners	3.89M	2.90%	$196.54M
Lazard asset management	3.19M	2.35%	$174.90M
Geode capital management	2.96M	2.21%	$149.88M
Northern trust	2.75M	2.05%	$139.09M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Prevatt capital	350.00K	6.02%	$17.70M
Round hill asset management	55.51K	1.85%	$2.81M
Rings capital management	53.00K	1.26%	$2.68M
Kennondale capital management	29.29K	1.13%	$1.48M
Optimist retirement group	42.85K	1.07%	$2.26M
Aurora investment counsel	38.62K	1.02%	$1.95M
Tealwood asset management	44.98K	0.92%	$2.27M
Cunning capital partners, lp	37.36K	0.88%	$1.89M
Miller howard investments inc /ny	560.07K	0.86%	$28.32M
Kendall capital management	65.23K	0.74%	$3.30M

Top Buyers

Holder	Shares	% Assets	Change
Franklin resources	2.44M	0.00%	2.31M
Norges bank	1.08M	0.01%	1.08M
Millennium management	1.03M	0.03%	896.83K
Boston partners	3.89M	0.20%	652.69K
Ubs asset management americas	749.30K	0.01%	577.20K

Top Sellers

Holder	Shares	% Assets	Change
Balyasny asset management	147.83K	0.01%	-1.14M
Clark capital management group	-	-	-744.12K
Truist financial	81.57K	0.01%	-732.33K
Qube research	1.04M	0.05%	-711.64K
Goldman sachs group	862.87K	0.01%	-685.67K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.08M	0.01%	1.08M	$57.25M
Liontrust investment partners llp	292.88K	0.22%	292.88K	$15.48M
Woodline partners lp	260.53K	0.06%	260.53K	$13.18M
Morningstar investment management	103.58K	0.19%	103.58K	$5.24M
Renaissance	99.40K	0.01%	99.40K	$5.03M

Sold Out

Holder	Change
Hexagon capital partners	-1.00
Bellwether advisors	-1.00
Rakuten securities	-2.00
Tfo-tdc	-3.00
Newsquare capital	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	552	8.24%	122,361,851	-2.98%	86	1.09%	269	13.50%	170	3.03%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	4.42M	3.30%	3.33K
iShares Core S&P Mid-Cap ETF	4.36M	3.25%	-
FullerThaler Behavioral Small-Cap Equity	4.21M	3.14%	-181.00K
FullerThaler Behavioral Sm-Cp Eq R6	4.21M	3.14%	-181.00K
Vanguard Total Stock Mkt Idx Inv	4.20M	3.13%	-102.37K
Schwab US Dividend Equity ETF™	3.67M	2.74%	3.03K
Vanguard Small Cap Index	3.25M	2.43%	-21.92K
iShares Select Dividend ETF	2.83M	2.11%	-
JHancock Disciplined Value Mid Cap I	2.73M	2.04%	407.77K
Pacer US Cash Cows 100 ETF	2.69M	2.01%	3.96K

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
2025 Q4	-	2
2025 Q3	-	-
2025 Q2	-	1
2025 Q1	-	-
2024 Q4	-	-

HRB Ownership FAQ

Who Owns H&R Block?

H&R Block shareholders are primarily institutional investors at 88.96%, followed by 1.29% insiders and 9.75% retail investors. The average institutional ownership in H&R Block's industry, Personal Services Stocks , is 24.64%, 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 (16.27M shares, 12.15%), Blackrock (16.3M shares, 11.68%), and Fmr (14.38M shares, 10.74%). Together, they hold 34.56% 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 6.02% of its assets in 350K H&R Block shares, valued at 17.7M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of H&R Block shares, with 3.30% of its total shares outstanding invested in 4.42M H&R Block shares.

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