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

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H&R Block Ownership Summary

H&R Block is owned by 94.18% institutional investors, 1.25% insiders, and 4.57% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.28% 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	94.18%	1.25%	4.57%
Sector	Consumer Cyclical Stocks	252.54%	15.03%	-167.57%
Industry	Personal Services Stocks	32.50%	11.48%	56.01%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	15.54M	12.28%	$493.20M
Fmr	15.29M	12.08%	$485.22M
Blackrock	16.30M	11.68%	$883.90M
Vanguard group	13.31M	10.52%	$580.22M
Fuller & thaler asset management	4.28M	3.38%	$135.86M
State street	3.99M	3.16%	$128.45M
Lazard asset management	3.76M	2.97%	$119.38M
Citadel advisors	3.18M	2.52%	$101.03M
Aqr capital management	3.18M	2.51%	$99.94M
Geode capital management	3.14M	2.48%	$99.59M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Lodge hill capital	1.05M	6.44%	$33.33M
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
Himalaya capital management	1.63M	1.61%	$51.64M
Round hill asset management	66.90K	1.39%	$2.12M
Tealwood asset management	66.44K	0.96%	$2.11M
Qvidtvm management	23.25K	0.91%	$738.11K
Rings capital management	53.00K	0.90%	$1.68M
Rwwm	360.35K	0.83%	$11.44M

Top Buyers

Holder	Shares	% Assets	Change
Himalaya capital management	1.63M	1.61%	1.63M
Norges bank	1.59M	0.01%	1.59M
Citadel advisors	3.18M	0.02%	1.58M
Lazard asset management	3.76M	0.20%	1.27M
Jupiter asset management	890.54K	0.15%	885.30K

Top Sellers

Holder	Shares	% Assets	Change
Boston partners	-	-	-3.07M
Wellington management group llp	807.64K	0.00%	-890.27K
Newedge wealth	13.84K	0.01%	-829.91K
Clark capital management group	-	-	-744.12K
Bnp paribas arbitrage, snc	161.74K	0.00%	-711.87K

New Positions

Holder	Shares	% Assets	Change	Value
Himalaya capital management	1.63M	1.61%	1.63M	$51.64M
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
Hotchkis & wiley capital management	326.65K	0.03%	326.65K	$10.37M

Sold Out

Holder	Change
Bellwether advisors	-1.00
Hexagon capital partners	-1.00
S&t bank/pa	-2.00
Rakuten securities	-2.00
Rialto wealth management	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	492	-5.38%	119,203,117	1.45%	94	1.09%	288	31.51%	134	-35.89%
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%

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	4.02M	3.17%	10.17K
Schwab US Dividend Equity ETF™	3.67M	2.74%	3.03K
Vanguard Small Cap Index	2.92M	2.31%	-5.28K
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 Q2	-	-
2026 Q1	-	-
2025 Q4	-	2
2025 Q3	-	-
2025 Q2	-	1

HRB Ownership FAQ

Who Owns H&R Block?

H&R Block shareholders are primarily institutional investors at 94.18%, followed by 1.25% insiders and 4.57% retail investors. The average institutional ownership in H&R Block's industry, Personal Services Stocks , is 32.50%, 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 (15.54M shares, 12.28%), Fmr (15.29M shares, 12.08%), and Blackrock (16.3M shares, 11.68%). Together, they hold 36.04% 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?

Lodge hill capital is H&R Block’s biggest shareholder by percentage of total assets invested, with 6.44% of its assets in 1.05M H&R Block shares, valued at 33.33M$.

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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