H&R BLOCK INC (HRB) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $3.85B 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 $493.20M in its March 31, 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 $548.83M, representing an estimated gain of +11.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed HRB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Fmr Llc, Vanguard Portfolio 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
479
Total Reported Value
$3.85B
Largest Holder
Blackrock, Inc.
Largest Position
$493.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
56
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% | 15,538,824 | $493,202,276 | $548,831,264 | +$55,628,988 | +11.28% | |
| Fmr Llc | 0.03% | 15,287,403 | $485,222,178 | $539,951,074 | +$54,728,896 | +11.28% | |
| Vanguard Portfolio Management Llc | 0.01% | 7,272,325 | $230,823,596 | $256,858,519 | +$26,034,923 | +11.28% | |
| Vanguard Capital Management Llc | 0.00% | 5,655,035 | $179,490,811 | $199,735,836 | +$20,245,025 | +11.28% | |
| Fuller & Thaler Asset Management, Inc. | 0.46% | 4,280,293 | $135,856,513 | $151,179,949 | +$15,323,436 | +11.28% | |
| State Street Corp | 0.00% | 3,994,793 | $128,452,825 | $141,096,089 | +$12,643,264 | +9.84% | |
| Storebrand Asset Management As | 0.04% | 3,745,493 | $124,583,252 | $132,290,813 | +$7,707,561 | +6.19% | |
| Lazard Asset Management Llc | 0.20% | 3,761,094 | $119,377,124 | $132,841,840 | +$13,464,716 | +11.28% | |
| Citadel Advisors Llc | 0.07% | 3,183,175 | $101,033,975 | $112,429,741 | +$11,395,766 | +11.28% | |
| Aqr Capital Management Llc | 0.05% | 3,182,725 | $99,937,562 | $112,413,847 | +$12,476,285 | +12.48% | |
| Geode Capital Management, Llc | 0.01% | 3,137,087 | $99,589,136 | $110,801,913 | +$11,212,777 | +11.26% | |
| Northern Trust Corp | 0.01% | 3,015,136 | $95,700,416 | $106,494,604 | +$10,794,188 | +11.28% | |
| Dimensional Fund Advisors Lp | 0.02% | 2,307,766 | $73,248,091 | $81,510,295 | +$8,262,204 | +11.28% | |
| Morgan Stanley | 0.00% | 1,988,035 | $63,100,258 | $70,217,396 | +$7,117,138 | +11.28% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,781,623 | $56,548,714 | $62,926,924 | +$6,378,210 | +11.28% | |
| Himalaya Capital Management | Li Lu | 1.61% | 1,626,906 | $51,637,996 | $57,462,320 | +$5,824,324 | +11.28% |
| Arrowstreet Capital, Limited Partnership | 0.03% | 1,594,384 | $50,605,748 | $56,313,643 | +$5,707,895 | +11.28% | |
| Bank Of New York Mellon Corp | 0.01% | 1,516,885 | $48,145,932 | $53,576,378 | +$5,430,446 | +11.28% | |
| Invesco Ltd. | 0.01% | 1,451,084 | $46,057,406 | $51,252,287 | +$5,194,881 | +11.28% | |
| Ranmore Fund Management Ltd | 5.87% | 1,400,000 | $44,436,000 | $49,448,000 | +$5,012,000 | +11.28% | |
| First Trust Advisors Lp | 0.03% | 1,328,584 | $42,169,256 | $46,925,587 | +$4,756,331 | +11.28% | |
| Marshall Wace, Llp | 0.04% | 1,136,544 | $36,073,906 | $40,142,734 | +$4,068,828 | +11.28% | |
| D. E. Shaw & Co., Inc. | 0.03% | 1,128,669 | $35,823,954 | $39,864,589 | +$4,040,635 | +11.28% | |
| Barclays Plc | 0.01% | 1,108,222 | $35,174,966 | $39,142,401 | +$3,967,435 | +11.28% | |
| Goldman Sachs Group Inc | 0.00% | 1,081,378 | $34,322,931 | $38,194,271 | +$3,871,340 | +11.28% | |
| Lodge Hill Capital, Llc | 6.44% | 1,050,000 | $33,327,000 | $37,086,000 | +$3,759,000 | +11.28% | |
| Bank Of America Corp | 0.00% | 1,008,715 | $32,016,613 | $35,627,814 | +$3,611,201 | +11.28% | |
| Ubs Group Ag | 0.01% | 934,695 | $29,667,219 | $33,013,427 | +$3,346,208 | +11.28% | |
| Boston Trust Walden Corp | 0.23% | 895,236 | $28,414,791 | $31,619,736 | +$3,204,945 | +11.28% | |
| Jupiter Asset Management Ltd | 0.15% | 890,538 | $28,265,676 | $31,453,802 | +$3,188,126 | +11.28% | |
| Qube Research & Technologies Ltd | 0.04% | 854,591 | $27,124,718 | $30,184,154 | +$3,059,436 | +11.28% | |
| Squarepoint Ops Llc | 0.06% | 808,762 | $25,670,106 | $28,565,474 | +$2,895,368 | +11.28% | |
| Wellington Management Group Llp | 0.00% | 807,644 | $25,634,621 | $28,525,986 | +$2,891,365 | +11.28% | |
| Vanguard Fiduciary Trust Co | 0.01% | 788,710 | $25,033,655 | $27,857,237 | +$2,823,582 | +11.28% | |
| Royce & Associates Lp | 0.24% | 776,716 | $24,652,966 | $27,433,609 | +$2,780,643 | +11.28% | |
| Prevatt Capital Ltd | 6.07% | 710,000 | $22,535,400 | $25,077,200 | +$2,541,800 | +11.28% | |
| Sei Investments Co | 0.02% | 532,705 | $16,908,046 | $18,815,141 | +$1,907,095 | +11.28% | |
| Canada Pension Plan Investment Board | 0.01% | 506,200 | $16,066,788 | $17,878,984 | +$1,812,196 | +11.28% | |
| Framtiden Holdings Management Co Llc | 15.23% | 490,000 | $15,552,600 | $17,306,800 | +$1,754,200 | +11.28% | |
| Los Angeles Capital Management Llc | 0.06% | 471,614 | $14,969,028 | $16,657,406 | +$1,688,378 | +11.28% | |
| Royal Bank Of Canada | 0.00% | 428,112 | $13,588,000 | $15,120,916 | +$1,532,916 | +11.28% | |
| Balyasny Asset Management L.P. | 0.03% | 414,663 | $13,161,404 | $14,645,897 | +$1,484,493 | +11.28% | |
| Nuveen, Llc | 0.00% | 407,885 | $12,946,270 | $14,406,498 | +$1,460,228 | +11.28% | |
| Quantinno Capital Management Lp | 0.02% | 398,279 | $12,641,392 | $14,067,214 | +$1,425,822 | +11.28% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 392,279 | $12,450,936 | $13,855,294 | +$1,404,358 | +11.28% | |
| Rhumbline Advisers | 0.01% | 378,278 | $12,006,468 | $13,360,779 | +$1,354,311 | +11.28% | |
| Alps Advisors Inc | 0.06% | 369,617 | $11,731,644 | $13,054,872 | +$1,323,228 | +11.28% | |
| Rwwm, Inc. | 0.83% | 360,354 | $11,437,636 | $12,727,703 | +$1,290,067 | +11.28% | |
| Ameriprise Financial Inc | 0.00% | 345,460 | $10,971,866 | $12,201,647 | +$1,229,781 | +11.21% | |
| Swedbank Ab | 0.01% | 345,643 | $10,970,708 | $12,208,111 | +$1,237,403 | +11.28% |
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.