H&R BLOCK INC (HRB) Institutional Ownership

HRB is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $52.53M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Himalaya Capital Management, which reported ownership valued at approximately $51.64M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Himalaya Capital Management's HRB position is now estimated to be worth approximately $57.46M, representing an estimated gain of +11.28% since the filing period.

Major shareholders tracked on this page include Himalaya Capital Management, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward H&R BLOCK INC (HRB).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$52,532,9231,655,102
Q4 20251$1,080,56924,795
Q3 20252$6,078,894120,208
Q2 20251$1,265,30223,052
Q1 20251$1,348,25424,554
Q4 20241$3,159,83259,800
Q3 20241$36,229,855570,100
Q4 20231$3,047,31063,000
Q3 20232$5,826,905455,600
Q3 20222$93,7562,203,719
Q2 20223$92,4752,618,194
Q1 20222$39,8641,530,894