H&R Block (HRB) Institutional Ownership

$52.58 -0.09 (-0.17%)

Closing price 08/27/2026 03:59 PM Eastern

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$52.46 -0.12 (-0.23%)

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Current Institutional Ownership Percentage: 90.14%
Number of Institutional Buyers (last 12 months): 251
Total Institutional Inflows (last 12 months): $1.08B

Number of Institutional Sellers (last 12 months): 195
Total Institutional Outflows (last 12 months): $755.08M

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HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/24/2026	California State Teachers Retirement System	5,592,886	$212.98M	0.0%	+3,648.3%	4.412%
8/22/2026	Syon Capital LLC	10,034	$382K	0.0%	N/A	0.008%
8/19/2026	Archer Investment Corp	16,300	$621K	0.1%	N/A	0.013%
8/18/2026	Public Employees Retirement System of Ohio	38,343	$1.46M	0.0%	N/A	0.030%
8/17/2026	Redwood Investment Management LLC	57,857	$2.20M	0.2%	N/A	0.046%
8/13/2026	Kendall Capital Management	53,000	$2.02M	0.3%	N/A	0.042%
8/7/2026	Plato Investment Management Ltd	1,614	$61K	0.0%	N/A	0.001%
8/6/2026	Bank of New York Mellon Corp	1,476,375	$56.22M	0.0%	N/A	1.165%
7/10/2026	Wedge Capital Management L L P NC	85,550	$3.26M	0.1%	-7.3%	0.067%
7/10/2026	Handelsbanken Fonder AB	37,500	$1.43M	0.0%	+8.1%	0.030%
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7/10/2026	Carolina Wealth Advisors LLC	58,629	$2.23M	0.9%	+14.3%	0.046%
7/9/2026	Hennion & Walsh Asset Management Inc.	24,668	$939K	0.0%	-21.8%	0.019%
7/9/2026	Affinity Capital Advisors LLC	12,094	$474K	0.1%	+62.8%	0.010%
7/8/2026	Chesley Taft & Associates LLC	19,382	$738K	0.0%	-2.8%	0.015%
7/8/2026	Elevation Wealth Partners LLC	1,040	$40K	0.0%	+34.5%	0.001%
7/8/2026	Assenagon Asset Management S.A.	116,980	$4.46M	0.0%	N/A	0.092%
7/7/2026	GAMMA Investing LLC	2,315	$88K	0.0%	+96.9%	0.002%
7/2/2026	MassMutual Private Wealth & Trust FSB	895	$34K	0.0%	+54.0%	0.001%
7/2/2026	Versant Capital Management Inc	2,083	$79K	0.0%	-17.4%	0.002%
6/18/2026	Pacer Advisors Inc.	692,760	$21.99M	0.0%	+29.9%	0.547%
6/3/2026	NewEdge Advisors LLC	14,191	$450K	0.0%	-73.5%	0.011%
5/21/2026	Essential Partners LLC	1,249	$40K	0.0%	-74.4%	0.001%
5/19/2026	Bank of America Corp DE	1,008,715	$32.02M	0.0%	-4.3%	0.796%
5/19/2026	Kentucky Retirement Systems	22,561	$655K	0.0%	N/A	0.018%
5/19/2026	Lodge Hill Capital LLC	1,050,000	$33.33M	4.9%	+31.3%	0.828%
5/19/2026	Janus Henderson Group PLC	56,954	$1.81M	0.0%	-3.7%	0.045%
5/19/2026	South Dakota Investment Council	97,465	$3.09M	0.1%	+679.7%	0.077%
5/18/2026	Amundi	229,207	$7.28M	0.0%	+2,344.4%	0.181%
5/18/2026	EverSource Wealth Advisors LLC	3,362	$107K	0.0%	+42.4%	0.003%
5/18/2026	California State Teachers Retirement System	149,211	$4.74M	0.0%	+11.7%	0.118%
5/18/2026	Royal Bank of Canada	428,112	$13.59M	0.0%	-20.4%	0.338%
5/18/2026	Empowered Funds LLC	100,174	$3.18M	0.0%	-13.3%	0.079%
5/16/2026	The Manufacturers Life Insurance Company	86,730	$2.75M	0.0%	-2.5%	0.068%
5/16/2026	Maverick Capital Ltd.	19,943	$633K	0.0%	-82.6%	0.016%
5/16/2026	Quantinno Capital Management LP	398,279	$12.64M	0.0%	+188.8%	0.314%
5/16/2026	SummitTX Capital L.P.	74,444	$2.36M	0.1%	+15.9%	0.059%
5/16/2026	Lazard Asset Management LLC	3,761,094	$119.38M	0.2%	+50.9%	2.967%
5/15/2026	Van Diest Capital LLC	7,502	$238K	0.2%	N/A	0.006%
5/15/2026	TCM Advisors LLC	14,400	$457K	0.0%	+60.0%	0.011%
5/14/2026	Public Employees Retirement System of Ohio	38,602	$1.23M	0.0%	-9.7%	0.030%
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5/14/2026	Arrowstreet Capital Limited Partnership	1,594,384	$50.61M	0.0%	-11.2%	1.258%
5/14/2026	Caxton Associates LLP	66,622	$2.12M	0.0%	N/A	0.053%
5/14/2026	Inceptionr LLC	8,093	$257K	0.1%	N/A	0.006%
5/14/2026	Bank of Nova Scotia	13,372	$424K	0.0%	-89.0%	0.011%
5/14/2026	Sei Investments Co.	532,705	$16.91M	0.0%	+25.2%	0.420%
5/14/2026	State of Wyoming	10,958	$348K	0.0%	+1,502.0%	0.009%
5/13/2026	Cetera Investment Advisers	26,901	$854K	0.0%	-10.8%	0.021%
5/13/2026	Measured Wealth Private Client Group LLC	3,316	$105K	0.0%	-59.8%	0.003%
5/13/2026	NewEdge Wealth LLC	13,843	$439K	0.0%	-98.4%	0.011%
5/13/2026	First Citizens Bank & Trust Co.	27,805	$883K	0.0%	+1.4%	0.022%
5/13/2026	First Trust Advisors LP	1,328,584	$42.17M	0.0%	+26.2%	1.048%
5/12/2026	Chase Investment Counsel Corp	40,000	$1.27M	0.3%	+33.3%	0.032%
5/8/2026	Triad Investment Management	13,200	$448K	0.5%	N/A	0.010%
5/8/2026	PNC Financial Services Group Inc.	19,197	$609K	0.0%	+6.2%	0.015%
5/7/2026	Dimensional Fund Advisors LP	2,307,766	$73.25M	0.0%	-8.4%	1.821%
5/7/2026	Human Investing LLC	26,443	$839K	0.1%	-13.0%	0.021%
5/7/2026	Parallel Advisors LLC	3,187	$101K	0.0%	+76.9%	0.003%
5/7/2026	Swiss National Bank	250,100	$7.94M	0.0%	-0.8%	0.197%
5/6/2026	California Public Employees Retirement System	296,419	$9.41M	0.0%	-16.0%	0.234%
5/6/2026	Ceera Investments LLC	42,228	$1.34M	0.6%	+299.1%	0.033%
5/5/2026	Bank of New York Mellon Corp	1,516,885	$48.15M	0.0%	+6.8%	1.197%
5/5/2026	Illinois Municipal Retirement Fund	137,280	$4.36M	0.1%	+30.5%	0.108%
5/5/2026	RWWM Inc.	360,354	$11.44M	0.8%	N/A	0.284%
5/4/2026	Archer Investment Corp	16,300	$517K	0.1%	+1,937.5%	0.013%
5/4/2026	State of Michigan Retirement System	30,468	$967K	0.0%	+2.0%	0.024%
5/4/2026	Principal Financial Group Inc.	283,449	$9.00M	0.0%	+4.2%	0.224%
5/4/2026	Chicago Partners Investment Group LLC	8,676	$273K	0.0%	+30.7%	0.007%
5/2/2026	International Assets Investment Management LLC	6,975	$222K	0.0%	N/A	0.006%
5/1/2026	Midwest Trust Co	167,138	$5.31M	0.1%	-1.9%	0.132%
5/1/2026	Fifth Third Bancorp	67,038	$2.13M	0.0%	+543.1%	0.053%
5/1/2026	Barnett & Company Inc.	10,420	$331K	0.3%	N/A	0.008%
5/1/2026	Sequoia Financial Advisors LLC	28,196	$895K	0.0%	+13.7%	0.022%
4/30/2026	Hsbc Holdings PLC	62,627	$1.99M	0.0%	-32.3%	0.049%
4/30/2026	Range Financial Group LLC	17,910	$568K	0.2%	+19.0%	0.014%
4/30/2026	Kestra Advisory Services LLC	38,521	$1.22M	0.0%	+21.7%	0.030%
4/30/2026	Oregon Public Employees Retirement Fund	26,024	$826K	0.0%	+3.2%	0.021%
4/29/2026	Burney Co.	9,993	$317K	0.0%	-75.8%	0.008%
4/28/2026	Bogart Wealth LLC	1,311	$42K	0.0%	+51.4%	0.001%
4/28/2026	DGS Capital Management LLC	12,199	$387K	0.1%	+113.6%	0.010%
4/27/2026	HB Wealth Management LLC	15,767	$500K	0.0%	+42.9%	0.012%
4/27/2026	New York State Teachers Retirement System	138,306	$4.39M	0.0%	-2.7%	0.109%
4/27/2026	Prevatt Capital Ltd	710,000	$22.54M	6.1%	+102.9%	0.560%
4/27/2026	Y Intercept Hong Kong Ltd	47,981	$1.52M	0.0%	N/A	0.038%
4/27/2026	Leonteq Securities AG	2,718	$86K	0.0%	N/A	0.002%
4/27/2026	Sound Income Strategies LLC	259,921	$8.26M	0.4%	+145.0%	0.205%
4/25/2026	Boston Trust Walden Corp	895,236	$28.42M	0.2%	+15.3%	0.706%
4/25/2026	Keybank National Association OH	6,520	$207K	0.0%	+40.4%	0.005%
4/22/2026	Ifrah Financial Services Inc.	15,800	$501K	0.1%	-2.1%	0.012%
4/22/2026	Janney Montgomery Scott LLC	104,966	$3.33M	0.0%	+7.4%	0.083%
4/22/2026	Pictet Asset Management Holding SA	19,881	$631K	0.0%	+6.3%	0.016%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely. Click here to learn this company's name for free today
4/22/2026	Sterling Capital Management LLC	3,646	$116K	0.0%	-42.9%	0.003%
4/21/2026	Louisiana State Employees Retirement System	36,800	$1.17M	0.0%	N/A	0.029%
4/20/2026	Ritholtz Wealth Management	20,212	$642K	0.0%	-33.3%	0.016%
4/16/2026	SG Americas Securities LLC	163,973	$5.21M	0.0%	+72.4%	0.129%
4/16/2026	Park National Corp OH	6,998	$222K	0.0%	-4.9%	0.006%
3/20/2026	Hsbc Holdings PLC	92,460	$4.01M	0.0%	+38.5%	0.073%
3/17/2026	Rockefeller Capital Management L.P.	3,569	$156K	0.0%	-29.3%	0.003%
3/9/2026	Corient Private Wealth LLC	153,862	$6.70M	0.0%	-8.4%	0.121%
3/9/2026	EMC Capital Management	2,479	$108K	0.0%	-15.0%	0.002%
3/6/2026	Hsbc Holdings PLC	92,460	$4.01M	0.0%	+38.5%	0.073%

HRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 584 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), California State Teachers Retirement System ($212.98M), Fuller & Thaler Asset Management Inc. ($186.76M), State Street Corp ($175.39M), AQR Capital Management LLC ($147.00M), and Northern Trust Corp ($139.09M).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: California State Teachers Retirement System ($5.46M), 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), and Boston Trust Walden Corp ($983.78K).

Institutional investors have bought a total of 25,991,360 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Of the 195 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 16,871,819 shares in the last 24 months. This volume of shares sold represents approximately $755.08M 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 8/24/2026. New 13F filings are added each quarter as they're published.

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H&R Block (HRB) Institutional Ownership

HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

HRB Institutional Ownership - Frequently Asked Questions

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H&R Block (HRB) Institutional Ownership

Institutional Ownership Changes (13F Filings) for H&R Block (NYSE:HRB)

HRB Institutional Buying and Selling by Quarter

H&R Block Major Shareholders & Ownership History

HRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HRB shares?

What percentage of H&R Block's stock is owned by institutional investors?

Which institutional investors have been buying H&R Block's stock?

How much institutional buying is happening at H&R Block?

Which of H&R Block's major shareholders have been selling company stock?

How much institutional selling is happening at H&R Block?

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