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 99.90% institutional investors, 1.26% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.61% of HRB shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.43% of its assets in H&R Block shares.

HRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	H&R Block	99.90%	1.26%	-1.16%
Sector	Consumer Cyclical Stocks	206.34%	16.22%	-122.56%
Industry	Personal Services Stocks	55.67%	11.95%	32.38%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	16.33M	12.61%	$621.70M
Fmr	15.74M	12.16%	$599.54M
Blackrock	16.30M	11.68%	$883.90M
Vanguard group	13.31M	10.52%	$580.22M
Aqr capital management	9.62M	7.43%	$366.19M
Vanguard capital management	5.71M	4.41%	$217.56M
State street	4.16M	3.21%	$160.03M
Fuller & thaler asset management	3.98M	3.07%	$151.40M
Lazard asset management	3.24M	2.51%	$123.55M
Geode capital management	3.06M	2.36%	$116.60M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ranmore fund management	1.40M	5.90%	$53.31M
Prevatt capital	710.00K	5.86%	$27.04M
Lodge hill capital	565.90K	3.61%	$21.55M
Round hill asset management	106.40K	2.54%	$4.05M
Eschler asset management llp	27.00K	1.83%	$1.03M
Kennondale capital management	66.88K	1.70%	$2.55M
Tealwood asset management	72.30K	1.06%	$2.75M
Inlet private wealth	113.85K	1.05%	$4.34M
Rings capital management	53.00K	1.03%	$2.02M
Range financial group	88.40K	0.92%	$3.37M

Top Buyers

Holder	Shares	% Assets	Change
Aqr capital management	9.62M	0.13%	6.43M
Sixth street partners management company	1.85M	0.01%	1.85M
Los angeles capital management	1.71M	0.24%	1.24M
Norges bank	1.22M	0.00%	1.22M
Goldman sachs group	1.92M	0.01%	841.52K

Top Sellers

Holder	Shares	% Assets	Change
Boston partners	-	-	-3.07M
Citadel advisors	534.12K	0.00%	-2.65M
Himalaya capital management	-	-	-1.63M
Marshall wace, llp	176.84K	0.01%	-959.71K
Jupiter asset management	-	-	-890.54K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	1.85M	0.01%	1.85M	$70.26M
Norges bank	1.22M	0.00%	1.22M	$46.44M
Panagora asset management	626.43K	0.07%	626.43K	$23.85M
Liontrust investment partners llp	292.88K	0.22%	292.88K	$15.48M
Algert global	265.98K	0.12%	265.98K	$10.13M

Sold Out

Holder	Change
Vermillion wealth management	-1.00
Hexagon capital partners	-1.00
Triumph capital management	-1.00
Bellwether advisors	-1.00
Rakuten securities	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	551	9.33%	129,358,993	6.54%	99	1.09%	321	9.93%	142	1.43%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	4.35M	3.43%	134.00
Vanguard US Total Market Shares ETF	4.42M	3.30%	3.33K
Vanguard MStar Total Stk Mkt Idx Invest	4.04M	3.28%	12.19K
Vanguard Morn Total Stk Mkt Idx Investor	4.03M	3.18%	-14.00
Vanguard Total Stock Mkt Idx Inv	4.03M	3.18%	-14.00
FullerThaler Behavioral Sm-Cp Eq R6	3.78M	3.07%	-278.30K
FullerThaler Behavioral Small-Cap Equity	3.78M	2.99%	-310.70K
FullerThaler Beh Small-Cap Equity SMA	3.78M	2.99%	-310.70K
Schwab US Dividend Equity ETF™	3.67M	2.74%	3.03K
Strategic Advisers Fidelity US TtlStk	3.24M	2.56%	216.90K

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 Q3	-	-
2026 Q2	-	-
2026 Q1	-	-
2025 Q4	-	2
2025 Q3	-	-

HRB Ownership FAQ

Who Owns H&R Block?

H&R Block shareholders are primarily institutional investors at 99.90%, followed by 1.26% insiders and -1.16% retail investors. The average institutional ownership in H&R Block's industry, Personal Services Stocks , is 55.67%, 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 (16.33M shares, 12.61%), Fmr (15.74M shares, 12.16%), and Blackrock (16.3M shares, 11.68%). Together, they hold 36.45% 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?

Ranmore fund management is H&R Block’s biggest shareholder by percentage of total assets invested, with 5.90% of its assets in 1.4M H&R Block shares, valued at 53.31M$.

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 3.43% of its total shares outstanding invested in 4.35M H&R Block shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools