H&R BLOCK INC (HRB) Institutional Shareholders
H&R BLOCK INC (HRB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.85B in HRB holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of HRB tracked by InsiderSet, reporting ownership valued at approximately $621.70M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $722.44M, representing an estimated gain of +16.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed HRB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Fmr Llc, Aqr Capital Management Llc, and several other long-term asset managers with concentrated positions in H&R BLOCK INC (HRB).
This page ranks the largest institutional HRB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
527
Total Reported Value
$4.85B
Largest Holder
Blackrock, Inc.
Largest Position
$621.70M
Insider Transactions (90d)
15
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 16,326,241 | $621,703,253 | $722,436,164 | +$100,732,911 | +16.20% | |
| Fmr Llc | 0.03% | 15,744,303 | $599,543,049 | $696,685,408 | +$97,142,359 | +16.20% | |
| Aqr Capital Management Llc | 0.13% | 9,616,406 | $366,192,749 | $425,525,966 | +$59,333,217 | +16.20% | |
| Vanguard Portfolio Management Llc | 0.01% | 6,210,650 | $236,501,552 | $274,821,263 | +$38,319,711 | +16.20% | |
| Vanguard Capital Management Llc | 0.00% | 5,713,146 | $217,556,600 | $252,806,711 | +$35,250,111 | +16.20% | |
| State Street Corp | 0.00% | 4,157,916 | $160,033,526 | $183,987,783 | +$23,954,257 | +14.97% | |
| Fuller & Thaler Asset Management, Inc. | 0.41% | 3,975,923 | $151,403,129 | $175,934,593 | +$24,531,464 | +16.20% | |
| Lazard Asset Management Llc | 0.19% | 3,244,474 | $123,549,570 | $143,567,975 | +$20,018,405 | +16.20% | |
| Geode Capital Management, Llc | 0.01% | 3,061,311 | $116,596,456 | $135,463,012 | +$18,866,556 | +16.18% | |
| Northern Trust Corp | 0.01% | 2,934,354 | $111,740,200 | $129,845,165 | +$18,104,965 | +16.20% | |
| Dimensional Fund Advisors Lp | 0.02% | 2,272,476 | $86,537,241 | $100,557,063 | +$14,019,822 | +16.20% | |
| Morgan Stanley | 0.00% | 2,185,522 | $83,224,723 | $96,709,349 | +$13,484,626 | +16.20% | |
| First Trust Advisors Lp | 0.04% | 2,007,551 | $76,447,542 | $88,834,132 | +$12,386,590 | +16.20% | |
| Goldman Sachs Group Inc | 0.01% | 1,922,900 | $73,224,031 | $85,088,325 | +$11,864,294 | +16.20% | |
| Arrowstreet Capital, Limited Partnership | 0.03% | 1,912,427 | $72,825,220 | $84,624,895 | +$11,799,675 | +16.20% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,845,107 | $70,261,674 | $81,645,985 | +$11,384,311 | +16.20% | |
| Los Angeles Capital Management Llc | 0.24% | 1,714,217 | $65,277,383 | $75,854,102 | +$10,576,719 | +16.20% | |
| Lsv Asset Management | 0.11% | 1,591,990 | $60,623,000 | $70,445,558 | +$9,822,558 | +16.20% | |
| Bank Of New York Mellon Corp | 0.01% | 1,476,375 | $56,220,362 | $65,329,594 | +$9,109,232 | +16.20% | |
| Ranmore Fund Management Ltd | 5.90% | 1,400,000 | $53,312,000 | $61,950,000 | +$8,638,000 | +16.20% | |
| Framtiden Holdings Management Co Llc | 28.62% | 1,140,000 | $47,219,200 | $50,445,000 | +$3,225,800 | +6.83% | |
| Norges Bank | 0.00% | 1,219,451 | $46,436,694 | $53,960,707 | +$7,524,013 | +16.20% | |
| Royce & Associates Lp | 0.33% | 1,063,355 | $40,492,558 | $47,053,459 | +$6,560,901 | +16.20% | |
| Invesco Ltd. | 0.00% | 977,704 | $37,230,968 | $43,263,402 | +$6,032,434 | +16.20% | |
| Ubs Group Ag | 0.01% | 908,285 | $34,587,493 | $40,191,611 | +$5,604,118 | +16.20% | |
| Quantinno Capital Management Lp | 0.04% | 826,467 | $31,471,877 | $36,571,165 | +$5,099,288 | +16.20% | |
| Vanguard Fiduciary Trust Co | 0.01% | 804,290 | $30,627,363 | $35,589,833 | +$4,962,470 | +16.20% | |
| Capital Fund Management S.A. | 0.21% | 765,437 | $29,147,840 | $33,870,587 | +$4,722,747 | +16.20% | |
| Pacer Advisors, Inc. | 0.07% | 755,162 | $28,757,000 | $33,415,919 | +$4,658,919 | +16.20% | |
| Royal Bank Of Canada | 0.00% | 752,508 | $28,656,000 | $33,298,479 | +$4,642,479 | +16.20% | |
| Prevatt Capital Ltd | 5.86% | 710,000 | $27,036,800 | $31,417,500 | +$4,380,700 | +16.20% | |
| D. E. Shaw & Co., Inc. | 0.02% | 708,067 | $26,963,191 | $31,331,965 | +$4,368,774 | +16.20% | |
| Sei Investments Co | 0.02% | 694,524 | $26,447,809 | $30,732,687 | +$4,284,878 | +16.20% | |
| Boston Trust Walden Corp | 0.20% | 673,795 | $25,658,114 | $29,815,429 | +$4,157,315 | +16.20% | |
| Panagora Asset Management Inc | 0.07% | 626,434 | $23,854,607 | $27,719,705 | +$3,865,098 | +16.20% | |
| Bank Of America Corp | 0.00% | 617,929 | $23,530,750 | $27,343,358 | +$3,812,608 | +16.20% | |
| Barclays Plc | 0.01% | 604,025 | $23,001,273 | $26,728,106 | +$3,726,833 | +16.20% | |
| Lodge Hill Capital, Llc | 3.61% | 565,900 | $21,549,472 | $25,041,075 | +$3,491,603 | +16.20% | |
| Jpmorgan Chase & Co | 0.00% | 556,757 | $21,501,938 | $24,636,497 | +$3,134,559 | +14.58% | |
| Citadel Advisors Llc | 0.01% | 534,124 | $20,339,442 | $23,634,987 | +$3,295,545 | +16.20% | |
| Canada Pension Plan Investment Board | 0.01% | 505,000 | $19,230,400 | $22,346,250 | +$3,115,850 | +16.20% | |
| Wellington Management Group Llp | 0.00% | 421,459 | $16,049,159 | $18,649,561 | +$2,600,402 | +16.20% | |
| Nuveen, Llc | 0.00% | 401,261 | $15,280,019 | $17,755,799 | +$2,475,780 | +16.20% | |
| Ameriprise Financial Inc | 0.00% | 368,323 | $14,036,356 | $16,298,293 | +$2,261,937 | +16.11% | |
| Advisors Asset Management, Inc. | 0.20% | 592,130 | $13,950,583 | $26,201,753 | +$12,251,170 | +87.82% | |
| Alps Advisors Inc | 0.06% | 360,246 | $13,718,168 | $15,940,886 | +$2,222,718 | +16.20% | |
| Swedbank Ab | 0.01% | 345,643 | $13,162,085 | $15,294,703 | +$2,132,618 | +16.20% | |
| Rhumbline Advisers | 0.01% | 339,250 | $12,918,568 | $15,011,813 | +$2,093,245 | +16.20% | |
| Balyasny Asset Management L.P. | 0.02% | 336,833 | $12,826,601 | $14,904,860 | +$2,078,259 | +16.20% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 392,279 | $12,450,936 | $17,358,346 | +$4,907,410 | +39.41% |
Frequently asked questions about HRB
Who owns the most HRB stock?
The largest holders of HRB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for H&R BLOCK INC (HRB).
Is HRB widely held by superinvestors?
Many widely followed stocks like HRB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HRB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.