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H&R Block (HRB) Institutional Ownership

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$43.06 +0.43 (+1.01%)
Closing price 03:58 PM Eastern
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$43.85 +0.79 (+1.83%)
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Institutional Ownership Changes (13F Filings) for H&R Block (NYSE:HRB)

Current
Institutional Ownership
Percentage
90.14%
Number of
Institutional Buyers
(last 12 months)
252
Total
Institutional Inflows
(last 12 months)
$874.69M
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$753.98M
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HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026 CX Institutional10,724$438K0.0%+7.9%0.009%
10/2/2026 Versant Capital Management Inc3,879$158K0.0%+86.2%0.003%
9/3/2026Cygnus Capital Advisors LLC48,664$1.85M1.3%N/A0.038%
8/22/2026Syon Capital LLC10,034$382K0.0%N/A0.008%
8/19/2026Archer Investment Corp16,300$621K0.1%N/A0.013%
8/18/2026Public Employees Retirement System of Ohio38,343$1.46M0.0%N/A0.030%
8/17/2026Redwood Investment Management LLC57,857$2.20M0.2%N/A0.046%
8/13/2026Kendall Capital Management53,000$2.02M0.3%N/A0.042%
8/7/2026Plato Investment Management Ltd1,614$61K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp1,476,375$56.22M0.0%N/A1.165%
7/10/2026Wedge Capital Management L L P NC85,550$3.26M0.1%-7.3%0.067%
7/10/2026Handelsbanken Fonder AB37,500$1.43M0.0%+8.1%0.030%
7/10/2026Carolina Wealth Advisors LLC58,629$2.23M0.9%+14.3%0.046%
7/9/2026Hennion & Walsh Asset Management Inc.24,668$939K0.0%-21.8%0.019%
7/9/2026Affinity Capital Advisors LLC12,094$474K0.1%+62.8%0.010%
7/8/2026Chesley Taft & Associates LLC19,382$738K0.0%-2.8%0.015%
7/8/2026Elevation Wealth Partners LLC1,040$40K0.0%+34.5%0.001%
7/8/2026Assenagon Asset Management S.A.116,980$4.46M0.0%N/A0.092%
7/7/2026GAMMA Investing LLC2,315$88K0.0%+96.9%0.002%
7/2/2026MassMutual Private Wealth & Trust FSB895$34K0.0%+54.0%0.001%
7/2/2026 Versant Capital Management Inc2,083$79K0.0%-17.4%0.002%
6/18/2026Pacer Advisors Inc.692,760$21.99M0.0%+29.9%0.547%
6/3/2026NewEdge Advisors LLC14,191$450K0.0%-73.5%0.011%
5/21/2026Essential Partners LLC1,249$40K0.0%-74.4%0.001%
5/19/2026Bank of America Corp DE1,008,715$32.02M0.0%-4.3%0.796%
5/19/2026Kentucky Retirement Systems22,561$655K0.0%N/A0.018%
5/19/2026Lodge Hill Capital LLC1,050,000$33.33M4.9%+31.3%0.828%
5/19/2026Janus Henderson Group PLC56,954$1.81M0.0%-3.7%0.045%
5/19/2026South Dakota Investment Council97,465$3.09M0.1%+679.7%0.077%
5/18/2026Amundi229,207$7.28M0.0%+2,344.4%0.181%
5/18/2026EverSource Wealth Advisors LLC3,362$107K0.0%+42.4%0.003%
5/18/2026California State Teachers Retirement System149,211$4.74M0.0%+11.7%0.118%
5/18/2026Royal Bank of Canada428,112$13.59M0.0%-20.4%0.338%
5/18/2026Empowered Funds LLC100,174$3.18M0.0%-13.3%0.079%
5/16/2026The Manufacturers Life Insurance Company86,730$2.75M0.0%-2.5%0.068%
5/16/2026Maverick Capital Ltd.19,943$633K0.0%-82.6%0.016%
5/16/2026Quantinno Capital Management LP398,279$12.64M0.0%+188.8%0.314%
5/16/2026SummitTX Capital L.P.74,444$2.36M0.1%+15.9%0.059%
5/16/2026Lazard Asset Management LLC3,761,094$119.38M0.2%+50.9%2.967%
5/15/2026Van Diest Capital LLC7,502$238K0.2%N/A0.006%
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5/15/2026TCM Advisors LLC14,400$457K0.0%+60.0%0.011%
5/14/2026Public Employees Retirement System of Ohio38,602$1.23M0.0%-9.7%0.030%
5/14/2026Arrowstreet Capital Limited Partnership1,594,384$50.61M0.0%-11.2%1.258%
5/14/2026Caxton Associates LLP66,622$2.12M0.0%N/A0.053%
5/14/2026Inceptionr LLC8,093$257K0.1%N/A0.006%
5/14/2026Bank of Nova Scotia13,372$424K0.0%-89.0%0.011%
5/14/2026Sei Investments Co.532,705$16.91M0.0%+25.2%0.420%
5/14/2026State of Wyoming10,958$348K0.0%+1,502.0%0.009%
5/13/2026Cetera Investment Advisers26,901$854K0.0%-10.8%0.021%
5/13/2026Measured Wealth Private Client Group LLC3,316$105K0.0%-59.8%0.003%
5/13/2026NewEdge Wealth LLC13,843$439K0.0%-98.4%0.011%
5/13/2026First Citizens Bank & Trust Co.27,805$883K0.0%+1.4%0.022%
5/13/2026First Trust Advisors LP1,328,584$42.17M0.0%+26.2%1.048%
5/12/2026Chase Investment Counsel Corp40,000$1.27M0.3%+33.3%0.032%
5/8/2026Triad Investment Management13,200$448K0.5%N/A0.010%
5/8/2026PNC Financial Services Group Inc.19,197$609K0.0%+6.2%0.015%
5/7/2026Dimensional Fund Advisors LP2,307,766$73.25M0.0%-8.4%1.821%
5/7/2026Human Investing LLC26,443$839K0.1%-13.0%0.021%
5/7/2026Parallel Advisors LLC3,187$101K0.0%+76.9%0.003%
5/7/2026Swiss National Bank250,100$7.94M0.0%-0.8%0.197%
5/6/2026California Public Employees Retirement System296,419$9.41M0.0%-16.0%0.234%
5/6/2026Ceera Investments LLC42,228$1.34M0.6%+299.1%0.033%
5/5/2026Bank of New York Mellon Corp1,516,885$48.15M0.0%+6.8%1.197%
5/5/2026Illinois Municipal Retirement Fund137,280$4.36M0.1%+30.5%0.108%
5/5/2026RWWM Inc.360,354$11.44M0.8%N/A0.284%
5/4/2026Archer Investment Corp16,300$517K0.1%+1,937.5%0.013%
5/4/2026State of Michigan Retirement System30,468$967K0.0%+2.0%0.024%
5/4/2026Principal Financial Group Inc.283,449$9.00M0.0%+4.2%0.224%
5/4/2026Chicago Partners Investment Group LLC8,676$273K0.0%+30.7%0.007%
5/2/2026International Assets Investment Management LLC6,975$222K0.0%N/A0.006%
5/1/2026Midwest Trust Co167,138$5.31M0.1%-1.9%0.132%
5/1/2026Fifth Third Bancorp67,038$2.13M0.0%+543.1%0.053%
5/1/2026Barnett & Company Inc.10,420$331K0.3%N/A0.008%
5/1/2026Sequoia Financial Advisors LLC28,196$895K0.0%+13.7%0.022%
4/30/2026Hsbc Holdings PLC62,627$1.99M0.0%-32.3%0.049%
4/30/2026Range Financial Group LLC17,910$568K0.2%+19.0%0.014%
4/30/2026Kestra Advisory Services LLC38,521$1.22M0.0%+21.7%0.030%
4/30/2026Oregon Public Employees Retirement Fund26,024$826K0.0%+3.2%0.021%
4/29/2026Burney Co.9,993$317K0.0%-75.8%0.008%
4/28/2026Bogart Wealth LLC1,311$42K0.0%+51.4%0.001%
4/28/2026DGS Capital Management LLC12,199$387K0.1%+113.6%0.010%
4/27/2026HB Wealth Management LLC15,767$500K0.0%+42.9%0.012%
4/27/2026New York State Teachers Retirement System138,306$4.39M0.0%-2.7%0.109%
4/27/2026Prevatt Capital Ltd710,000$22.54M6.1%+102.9%0.560%
4/27/2026Y Intercept Hong Kong Ltd47,981$1.52M0.0%N/A0.038%
4/27/2026Leonteq Securities AG2,718$86K0.0%N/A0.002%
4/27/2026Sound Income Strategies LLC259,921$8.26M0.4%+145.0%0.205%
4/25/2026Boston Trust Walden Corp895,236$28.42M0.2%+15.3%0.706%
4/25/2026Keybank National Association OH6,520$207K0.0%+40.4%0.005%
4/22/2026Ifrah Financial Services Inc.15,800$501K0.1%-2.1%0.012%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
4/22/2026Janney Montgomery Scott LLC104,966$3.33M0.0%+7.4%0.083%
4/22/2026Pictet Asset Management Holding SA19,881$631K0.0%+6.3%0.016%
4/22/2026Sterling Capital Management LLC3,646$116K0.0%-42.9%0.003%
4/21/2026Louisiana State Employees Retirement System36,800$1.17M0.0%N/A0.029%
4/20/2026Ritholtz Wealth Management20,212$642K0.0%-33.3%0.016%
4/16/2026SG Americas Securities LLC163,973$5.21M0.0%+72.4%0.129%
4/16/2026Park National Corp OH6,998$222K0.0%-4.9%0.006%
3/20/2026Hsbc Holdings PLC92,460$4.01M0.0%+38.5%0.073%
3/17/2026Rockefeller Capital Management L.P.3,569$156K0.0%-29.3%0.003%
3/9/2026Corient Private Wealth LLC153,862$6.70M0.0%-8.4%0.121%


HRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 583 institutional investors and hedge funds held shares of H&R Block. The most heavily invested institutionals were FMR LLC ($761.37M), Vanguard Group Inc. ($580.22M), Fuller & Thaler Asset Management Inc. ($186.76M), State Street Corp ($175.39M), AQR Capital Management LLC ($147.00M), Northern Trust Corp ($139.09M), and Boston Partners ($133.57M).Learn more on H&R Block's institutional investors.

90.14% of H&R Block's stock is owned by institutional investors. Learn more on HRB's institutional investor holdings.

Of the 484 institutional investors that purchased H&R Block's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($4.46M), Boston Partners ($2.31M), Lazard Asset Management LLC ($1.99M), AQR Capital Management LLC ($1.91M), Bank of New York Mellon Corp ($1.62M), Boston Trust Walden Corp ($983.78K), and Ranmore Fund Management Ltd ($948K).

Institutional investors have bought a total of 20,572,390 shares in the last 24 months. This purchase volume represents approximately $874.69M in transactions.

Of the 192 institutional investors that sold H&R Block's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($2.33M), Royal Bank of Canada ($1.17M), NewEdge Wealth LLC ($940.73K), Boston Partners ($821.47K), Truist Financial Corp ($796.91K), Lazard Asset Management LLC ($721.15K), and Qube Research & Technologies Ltd ($711.64K).

Institutional investors have sold a total of 16,851,683 shares in the last 24 months. This volume of shares sold represents approximately $753.98M in transactions.


Related Companies

Institutional ownership data for NYSE:HRB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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