HRB Institutional Ownership & Shareholders
H&R BLOCK INC (HRB) is currently held by 549 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.83B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $867.58M, representing an estimated gain of +39.55% 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
549
Total Reported Value
$4.83B
Largest Holder
Blackrock, Inc.
Largest Position
$621.70M
Insider Transactions (90d)
16
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
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 | $867,576,447 | +$245,873,194 | +39.55% | |
| Fmr Llc | 0.03% | 15,744,303 | $599,543,049 | $836,652,261 | +$237,109,212 | +39.55% | |
| Aqr Capital Management Llc | 0.13% | 9,616,406 | $366,192,749 | $511,015,815 | +$144,823,066 | +39.55% | |
| Vanguard Portfolio Management Llc | 0.01% | 6,210,650 | $236,501,552 | $330,033,941 | +$93,532,389 | +39.55% | |
| Vanguard Capital Management Llc | 0.00% | 5,713,146 | $217,556,600 | $303,596,578 | +$86,039,978 | +39.55% | |
| State Street Corp | 0.00% | 4,157,916 | $160,033,526 | $220,951,656 | +$60,918,130 | +38.07% | |
| Fuller & Thaler Asset Management, Inc. | 0.41% | 3,975,923 | $151,403,129 | $211,280,548 | +$59,877,419 | +39.55% | |
| Lazard Asset Management Llc | 0.19% | 3,244,474 | $123,549,570 | $172,411,348 | +$48,861,778 | +39.55% | |
| Geode Capital Management, Llc | 0.01% | 3,061,311 | $116,596,456 | $162,678,067 | +$46,081,611 | +39.52% | |
| Northern Trust Corp | 0.01% | 2,934,354 | $111,740,200 | $155,931,572 | +$44,191,372 | +39.55% | |
| Dimensional Fund Advisors Lp | 0.02% | 2,272,476 | $86,537,241 | $120,759,375 | +$34,222,134 | +39.55% | |
| Morgan Stanley | 0.00% | 2,185,522 | $83,224,723 | $116,138,639 | +$32,913,916 | +39.55% | |
| First Trust Advisors Lp | 0.04% | 2,007,551 | $76,447,542 | $106,681,260 | +$30,233,718 | +39.55% | |
| Goldman Sachs Group Inc | 0.01% | 1,922,900 | $73,224,031 | $102,182,906 | +$28,958,875 | +39.55% | |
| Arrowstreet Capital, Limited Partnership | 0.03% | 1,912,427 | $72,825,220 | $101,626,371 | +$28,801,151 | +39.55% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,845,107 | $70,261,674 | $98,048,986 | +$27,787,312 | +39.55% | |
| Los Angeles Capital Management Llc | 0.24% | 1,714,217 | $65,277,383 | $91,093,491 | +$25,816,108 | +39.55% | |
| Lsv Asset Management | 0.11% | 1,591,990 | $60,623,000 | $84,598,349 | +$23,975,349 | +39.55% | |
| Bank Of New York Mellon Corp | 0.01% | 1,476,375 | $56,220,362 | $78,454,568 | +$22,234,206 | +39.55% | |
| Framtiden Holdings Management Co Llc | 28.62% | 1,140,000 | $47,219,200 | $60,579,600 | +$13,360,400 | +28.29% | |
| Norges Bank | 0.00% | 1,219,451 | $46,436,694 | $64,801,626 | +$18,364,932 | +39.55% | |
| Ranmore Fund Management Ltd | 4.88% | 1,075,773 | $43,945,327 | $57,166,577 | +$13,221,250 | +30.09% | |
| Royce & Associates Lp | 0.33% | 1,063,355 | $40,492,558 | $56,506,685 | +$16,014,127 | +39.55% | |
| Invesco Ltd. | 0.00% | 977,704 | $37,230,968 | $51,955,191 | +$14,724,223 | +39.55% | |
| Ubs Group Ag | 0.01% | 908,285 | $34,587,493 | $48,266,265 | +$13,678,772 | +39.55% | |
| Quantinno Capital Management Lp | 0.04% | 826,467 | $31,471,877 | $43,918,456 | +$12,446,579 | +39.55% | |
| Vanguard Fiduciary Trust Co | 0.01% | 804,290 | $30,627,363 | $42,739,971 | +$12,112,608 | +39.55% | |
| Capital Fund Management S.A. | 0.21% | 765,437 | $29,147,840 | $40,675,322 | +$11,527,482 | +39.55% | |
| Pacer Advisors, Inc. | 0.07% | 755,162 | $28,757,000 | $40,129,309 | +$11,372,309 | +39.55% | |
| Royal Bank Of Canada | 0.00% | 752,508 | $28,656,000 | $39,988,275 | +$11,332,275 | +39.55% | |
| Prevatt Capital Ltd | 5.86% | 710,000 | $27,036,800 | $37,729,400 | +$10,692,600 | +39.55% | |
| D. E. Shaw & Co., Inc. | 0.02% | 708,067 | $26,963,191 | $37,626,680 | +$10,663,489 | +39.55% | |
| Sei Investments Co | 0.02% | 694,524 | $26,447,809 | $36,907,005 | +$10,459,196 | +39.55% | |
| Panagora Asset Management Inc | 0.07% | 626,434 | $23,854,607 | $33,288,703 | +$9,434,096 | +39.55% | |
| Bank Of America Corp | 0.00% | 617,929 | $23,530,750 | $32,836,747 | +$9,305,997 | +39.55% | |
| Barclays Plc | 0.01% | 604,025 | $23,001,273 | $32,097,889 | +$9,096,616 | +39.55% | |
| Lodge Hill Capital, Llc | 3.61% | 565,900 | $21,549,472 | $30,071,926 | +$8,522,454 | +39.55% | |
| Jpmorgan Chase & Co | 0.00% | 556,757 | $21,501,938 | $29,586,067 | +$8,084,129 | +37.60% | |
| Citadel Advisors Llc | 0.01% | 534,124 | $20,339,442 | $28,383,349 | +$8,043,907 | +39.55% | |
| Canada Pension Plan Investment Board | 0.01% | 505,000 | $19,230,400 | $26,835,700 | +$7,605,300 | +39.55% | |
| Wellington Management Group Llp | 0.00% | 421,459 | $16,049,159 | $22,396,331 | +$6,347,172 | +39.55% | |
| Nuveen, Llc | 0.00% | 401,261 | $15,280,019 | $21,323,010 | +$6,042,991 | +39.55% | |
| Swedbank Ab | 0.01% | 345,643 | $14,119,517 | $18,367,469 | +$4,247,952 | +30.09% | |
| Ameriprise Financial Inc | 0.00% | 368,323 | $14,036,356 | $19,572,684 | +$5,536,328 | +39.44% | |
| Advisors Asset Management, Inc. | 0.20% | 592,130 | $13,950,583 | $31,465,788 | +$17,515,205 | +125.55% | |
| Alps Advisors Inc | 0.06% | 360,246 | $13,718,168 | $19,143,472 | +$5,425,304 | +39.55% | |
| Rhumbline Advisers | 0.01% | 339,250 | $12,918,568 | $18,027,745 | +$5,109,177 | +39.55% | |
| Balyasny Asset Management L.P. | 0.02% | 336,833 | $12,826,601 | $17,899,306 | +$5,072,705 | +39.55% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 392,279 | $12,450,936 | $20,845,706 | +$8,394,770 | +67.42% | |
| South Dakota Investment Council | 0.21% | 317,883 | $12,105,000 | $16,892,303 | +$4,787,303 | +39.55% |
Frequently asked questions about HRB
Who are the largest institutional holders of HRB?
The largest institutional holders of HRB reported in the latest SEC Form 13F filings include Blackrock, Inc., Fmr Llc, Aqr Capital Management Llc, Vanguard Portfolio Management Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported HRB position.
What is HRB institutional ownership?
This page tracks HRB positions reported by institutional investment managers through SEC Form 13F. H&R BLOCK INC (HRB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HRB?
InsiderSet currently tracks 549 institutional managers reporting HRB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HRB shareholders.
How much HRB stock do institutions own?
Institutional investment managers disclosed approximately $4.83B in HRB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HRB institutional ownership last updated?
The latest HRB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HRB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HRB position after the reporting date.
Are institutions buying or selling HRB?
Institutional buying and selling can be analyzed by comparing HRB positions across consecutive 13F reporting periods. InsiderSet's HRB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HRB ownership changes.
How has HRB institutional ownership changed over time?
InsiderSet tracks HRB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.