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


TypeName% Inst% Insiders% Retail
StockH&R Block90.87%1.15%7.98%
SectorConsumer Cyclical Stocks 60.36%14.27%25.37%
IndustryPersonal Services Stocks 52.30%8.98%38.72%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de16.13M11.90%$885.29M
Blackrock16.30M11.68%$883.90M
Fmr14.41M10.30%$761.37M
Vanguard group14.25M10.19%$753.14M
Charles schwab investment management5.22M3.73%$275.80M
State street4.59M3.28%$244.45M
Fuller & thaler asset management4.43M3.27%$243.31M
Boston partners4.50M3.22%$237.81M
Lazard asset management3.19M2.35%$174.90M
Pacer advisors2.74M1.96%$144.53M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Prevatt capital460.00K8.31%$25.26M
Round hill asset management55.73K2.07%$3.06M
Aurora investment counsel56.03K1.62%$3.08M
Rings capital management53.00K1.41%$2.91M
Cunning capital partners, lp37.58K1.19%$1.99M
Ibex wealth advisors201.32K1.18%$11.05M
Tealwood asset management46.00K1.12%$2.52M
Optimist retirement group42.85K1.07%$2.26M
Miller howard investments inc /ny561.22K0.98%$30.81M
Kendall capital management62.42K0.91%$3.43M

Top Buyers

HolderShares% AssetsChange
Boston partners4.50M0.29%1.66M
Norges bank1.08M0.01%1.08M
Millennium management1.03M0.03%896.83K
Ubs group823.49K0.01%650.30K
Jane street group648.07K0.01%505.71K

Top Sellers

HolderShares% AssetsChange
Fmr14.41M0.05%-4.52M
Balyasny asset management147.83K0.01%-1.14M
Clark capital management group---744.12K
New vernon capital ii---621.25K
Lazard asset management3.19M0.24%-543.84K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.08M0.01%1.08M$57.25M
Boston trust walden483.57K0.18%483.57K$25.55M
Liontrust investment partners llp292.88K0.22%292.88K$15.48M
Point72 asset management149.90K0.02%149.90K$8.23M
Twinbeech capital lp108.59K0.14%108.59K$5.96M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025561-2.09%123,186,457-3.54%901.02%261-1.88%202-3.81%
Mar 31, 202513-97.72%2,383,055-98.11%10.02%7-97.62%3-98.24%
Dec 31, 2024418-25.49%94,309,576-23.11%670.88%214-21.32%129-25.86%
Sep 30, 20245528.24%122,361,851-2.98%861.09%26913.50%1703.03%
Jun 30, 2024504-0.59%126,027,8740.13%901.11%2343.08%163-7.39%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF4.42M3.30%3.33K
FullerThaler Behavioral Small-Cap Equity4.39M3.28%-89.80K
FullerThaler Behavioral Sm-Cp Eq R64.39M3.28%-89.80K
iShares Core S&P Mid-Cap ETF4.36M3.26%-7.87K
Vanguard Total Stock Mkt Idx Inv4.20M3.13%-102.37K
Schwab US Dividend Equity ETF™3.67M2.74%3.03K
Vanguard Small Cap Index3.25M2.43%-21.92K
iShares Select Dividend ETF2.83M2.11%6.14K
Pacer US Cash Cows 100 ETF2.69M2.01%3.96K
Fidelity Series Value Discovery2.36M1.76%-390.85K

Recent Insider Transactions


DateNameRoleActivityValue
Apr 16, 2025Jones Jeffrey J II President & CEOSell$3.41M
Sep 16, 2024Logerwell Kellie J VP & Chief Acct OfficerSell$515.28K
Sep 03, 2024Jones Jeffrey J II President & CEOSell$613.17K
Aug 19, 2024Redler Dara S Chief Legal OfficerSell$583.31K
Aug 19, 2024Logerwell Kellie J VP & Chief Acct OfficerSell$639.99K

Insider Transactions Trends


DateBuySell
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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