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H&R Block (HRB) Institutional Ownership

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$46.12 +0.17 (+0.36%)
Closing price 03:59 PM Eastern
Extended Trading
$46.27 +0.16 (+0.34%)
As of 05:44 PM Eastern
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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)
288
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
232
Total
Institutional Outflows
(last 12 months)
$1.04B
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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
8/7/2026Plato Investment Management Ltd1,614$61K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp1,476,375$56.22M0.0%N/A1.165%
7/10/2026 Wedge Capital Management L L P NC85,550$3.26M0.1%-7.3%0.067%
7/10/2026 Handelsbanken Fonder AB37,500$1.43M0.0%+8.1%0.030%
7/10/2026 Carolina Wealth Advisors LLC58,629$2.23M0.9%+14.3%0.046%
7/9/2026 Hennion & Walsh Asset Management Inc.24,668$939K0.0%-21.8%0.019%
7/9/2026 Affinity Capital Advisors LLC12,094$474K0.1%+62.8%0.010%
7/8/2026 Chesley Taft & Associates LLC19,382$738K0.0%-2.8%0.015%
7/8/2026 Elevation Wealth Partners LLC1,040$40K0.0%+34.5%0.001%
7/8/2026 Assenagon Asset Management S.A.116,980$4.46M0.0%N/A0.092%
7/7/2026 GAMMA Investing LLC2,315$88K0.0%+96.9%0.002%
7/2/2026 MassMutual 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%
5/18/2026 EverSource 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 Company 86,730$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%
5/15/2026 Van Diest Capital LLC7,502$238K0.2%N/A0.006%
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%
5/14/2026 State of Wyoming10,958$348K0.0%+1,502.0%0.009%
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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%
5/13/2026 First 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%
5/12/2026 Chase Investment Counsel Corp40,000$1.27M0.3%+33.3%0.032%
5/8/2026 Triad 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%
5/7/2026 Human Investing LLC26,443$839K0.1%-13.0%0.021%
5/7/2026 Parallel 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%
5/6/2026 Ceera Investments LLC42,228$1.34M0.6%+299.1%0.033%
5/5/2026 Bank 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%
5/4/2026 Archer Investment Corp16,300$517K0.1%+1,937.5%0.013%
5/4/2026 State of Michigan Retirement System30,468$967K0.0%+2.0%0.024%
5/4/2026 Principal Financial Group Inc.283,449$9.00M0.0%+4.2%0.224%
5/4/2026 Chicago Partners Investment Group LLC8,676$273K0.0%+30.7%0.007%
5/2/2026 International Assets Investment Management LLC6,975$222K0.0%N/A0.006%
5/1/2026 Midwest Trust Co167,138$5.31M0.1%-1.9%0.132%
5/1/2026 Fifth Third Bancorp67,038$2.13M0.0%+543.1%0.053%
5/1/2026Barnett & Company Inc.10,420$331K0.3%N/A0.008%
5/1/2026 Sequoia Financial Advisors LLC28,196$895K0.0%+13.7%0.022%
4/30/2026Hsbc Holdings PLC62,627$1.99M0.0%-32.3%0.049%
4/30/2026 Range Financial Group LLC17,910$568K0.2%+19.0%0.014%
4/30/2026 Kestra Advisory Services LLC38,521$1.22M0.0%+21.7%0.030%
4/30/2026 Oregon Public Employees Retirement Fund26,024$826K0.0%+3.2%0.021%
4/29/2026 Burney Co.9,993$317K0.0%-75.8%0.008%
4/28/2026 Bogart Wealth LLC1,311$42K0.0%+51.4%0.001%
4/28/2026DGS Capital Management LLC12,199$387K0.1%+113.6%0.010%
4/27/2026 HB Wealth Management LLC15,767$500K0.0%+42.9%0.012%
4/27/2026 New 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%
4/27/2026 Y Intercept Hong Kong Ltd47,981$1.52M0.0%N/A0.038%
4/27/2026 Leonteq Securities AG2,718$86K0.0%N/A0.002%
4/27/2026 Sound Income Strategies LLC259,921$8.26M0.4%+145.0%0.205%
4/25/2026 Boston Trust Walden Corp895,236$28.42M0.2%+15.3%0.706%
4/25/2026 Keybank National Association OH6,520$207K0.0%+40.4%0.005%
4/22/2026 Ifrah Financial Services Inc.15,800$501K0.1%-2.1%0.012%
4/22/2026 Janney Montgomery Scott LLC104,966$3.33M0.0%+7.4%0.083%
4/22/2026 Pictet Asset Management Holding SA19,881$631K0.0%+6.3%0.016%
4/22/2026 Sterling Capital Management LLC3,646$116K0.0%-42.9%0.003%
4/21/2026 Louisiana 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%
4/16/2026 Park National Corp OH6,998$222K0.0%-4.9%0.006%
3/20/2026Hsbc Holdings PLC92,460$4.01M0.0%+38.5%0.073%
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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%
3/9/2026 EMC Capital Management2,479$108K0.0%-15.0%0.002%
3/6/2026Hsbc Holdings PLC92,460$4.01M0.0%+38.5%0.073%
2/24/2026Pacer Advisors Inc.533,391$23.25M0.0%-4.6%0.421%
2/20/2026Framtiden Holdings Management Co LLC275,000$11.98M13.0%N/A0.217%
2/19/2026Invesco Ltd.613,621$26.74M0.0%+37.8%0.484%
2/19/2026Corient Private Wealth LLC157,870$6.86M0.0%-6.0%0.125%
2/18/2026Vident Advisory LLC34,597$1.51M0.0%+6.4%0.027%
2/18/2026State of Tennessee Department of Treasury51,160$2.23M0.0%-7.7%0.040%


HRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 588 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 490 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), AQR Capital Management LLC ($2.51M), Boston Partners ($2.31M), Lazard Asset Management LLC ($1.99M), Bank of New York Mellon Corp ($1.62M), Pacer Advisors Inc. ($1.58M), and Boston Trust Walden Corp ($983.78K).

Institutional investors have bought a total of 24,599,022 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

Of the 230 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. ($2.52M), Lazard Asset Management LLC ($1.26M), Royal Bank of Canada ($1.17M), Balyasny Asset Management L.P. ($1.14M), NewEdge Wealth LLC ($940.73K), Boston Partners ($821.47K), and Truist Financial Corp ($796.91K).

Institutional investors have sold a total of 22,092,406 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.


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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 8/7/2026. New 13F filings are added each quarter as they're published.
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