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H&R Block (HRB) Institutional Ownership

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$42.10 +0.25 (+0.59%)
Closing price 03:59 PM Eastern
Extended Trading
$42.08 -0.02 (-0.05%)
As of 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
306
Total
Institutional Inflows
(last 12 months)
$1.11B
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$1.12B
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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
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%
5/18/2026EverSource 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 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%
5/15/2026Van 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%
5/14/2026State 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%
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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%
5/12/2026Chase 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%
4/30/2026 Range 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%
4/29/2026 Burney 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%
4/27/2026 Y 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%
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%
4/16/2026 Park National Corp OH6,998$222K0.0%-4.9%0.006%
3/20/2026Hsbc Holdings PLC92,460$4.01M0.0%+38.5%0.073%
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%
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
3/9/2026EMC 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%
2/18/2026Mackenzie Financial Corp10,139$441K0.0%-64.4%0.008%
2/18/2026Fuller & Thaler Asset Management Inc.4,285,516$186.76M0.6%+4.7%3.381%


HRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 591 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 497 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), Pacer Advisors Inc. ($1.58M), Boston Trust Walden Corp ($983.78K), and Ranmore Fund Management Ltd ($948K).

Institutional investors have bought a total of 24,395,801 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

Of the 246 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), Boston Partners ($1.36M), Lazard Asset Management LLC ($1.26M), Royal Bank of Canada ($1.17M), Balyasny Asset Management L.P. ($1.14M), NewEdge Wealth LLC ($940.73K), and Truist Financial Corp ($796.91K).

Institutional investors have sold a total of 23,455,886 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


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This page (NYSE:HRB) was last updated on 7/17/2026 by MarketBeat.com Staff.
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