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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $52,532,923 | 1,655,102 |
| Q4 2025 | 1 | $1,080,569 | 24,795 |
| Q3 2025 | 2 | $6,078,894 | 120,208 |
| Q2 2025 | 1 | $1,265,302 | 23,052 |
| Q1 2025 | 1 | $1,348,254 | 24,554 |
| Q4 2024 | 1 | $3,159,832 | 59,800 |
| Q3 2024 | 1 | $36,229,855 | 570,100 |
| Q4 2023 | 1 | $3,047,310 | 63,000 |
| Q3 2023 | 2 | $5,826,905 | 455,600 |
| Q3 2022 | 2 | $93,756 | 2,203,719 |
| Q2 2022 | 3 | $92,475 | 2,618,194 |
| Q1 2022 | 2 | $39,864 | 1,530,894 |
Related HRB Institutional Insights:
- HRB Institutional Ownership & Insiders Activity
- HRB Institutional Ownership & 13F Activity
- HRB Top Institutional Shareholders
- HRB Institutional Buying Activity
- HRB Institutional Selling Activity
- Consumer Cyclical Sector Institutional Ownership
- Consumer Cyclical Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Cyclical Stocks By Institutional Investors
- Most Sold Consumer Cyclical Stocks By Institutional Investors
- HRB Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings