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

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H&R Block Ownership Summary

H&R Block is owned by 90.87% institutional investors, 1.15% insiders, and 7.98% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.90% 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	90.87%	1.15%	7.98%
Sector	Consumer Cyclical Stocks	60.24%	14.24%	25.52%
Industry	Personal Services Stocks	52.30%	8.98%	38.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	16.13M	11.90%	$885.29M
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
State street	4.59M	3.28%	$244.45M
Fuller & thaler asset management	4.43M	3.27%	$243.31M
Boston partners	4.50M	3.22%	$237.81M
Lazard asset management	3.19M	2.35%	$174.90M
Pacer advisors	2.74M	1.96%	$144.53M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Prevatt capital	460.00K	8.31%	$25.26M
Round hill asset management	55.73K	2.07%	$3.06M
Aurora investment counsel	56.03K	1.62%	$3.08M
Rings capital management	53.00K	1.41%	$2.91M
Cunning capital partners, lp	37.58K	1.19%	$1.99M
Ibex wealth advisors	201.32K	1.18%	$11.05M
Tealwood asset management	46.00K	1.12%	$2.52M
Optimist retirement group	42.85K	1.07%	$2.26M
Miller howard investments inc /ny	561.22K	0.98%	$30.81M
Kendall capital management	62.42K	0.91%	$3.43M

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
Ubs group	823.49K	0.01%	650.30K
Jane street group	648.07K	0.01%	505.71K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	14.41M	0.05%	-4.52M
Balyasny asset management	147.83K	0.01%	-1.14M
Clark capital management group	-	-	-744.12K
New vernon capital ii	-	-	-621.25K
Lazard asset management	3.19M	0.24%	-543.84K

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
Point72 asset management	149.90K	0.02%	149.90K	$8.23M
Twinbeech capital lp	108.59K	0.14%	108.59K	$5.96M

Sold Out

Holder	Change
Hexagon capital partners	-1.00
Rakuten securities	-2.00
Tfo-tdc	-3.00
Td capital management	-4.00
Org partners	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	504	-0.59%	126,027,874	0.13%	90	1.11%	234	3.08%	163	-7.39%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	4.42M	3.30%	3.33K
FullerThaler Behavioral Small-Cap Equity	4.39M	3.28%	-89.80K
FullerThaler Behavioral Sm-Cp Eq R6	4.39M	3.28%	-89.80K
iShares Core S&P Mid-Cap ETF	4.36M	3.26%	-7.87K
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%	6.14K
Pacer US Cash Cows 100 ETF	2.69M	2.01%	3.96K
Fidelity Series Value Discovery	2.36M	1.76%	-390.85K

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 Q3	-	-
2025 Q2	-	1
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	6

HRB Ownership FAQ

Who Owns H&R Block?

H&R Block shareholders are primarily institutional investors at 90.87%, followed by 1.15% insiders and 7.98% retail investors. The average institutional ownership in H&R Block's industry, Personal Services Stocks , is 52.30%, 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 (16.13M shares, 11.90%), Blackrock (16.3M shares, 11.68%), and Fmr (14.41M shares, 10.30%). Together, they hold 33.88% 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 8.31% of its assets in 460K H&R Block shares, valued at 25.26M$.

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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