H&R Block Inc (HRB) Ownership

56.95 ↑0.13 (0.23%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of H&R Block Inc (HRB), owning a total of 15.9 million shares. Combined, the top 39 institutional holders of HRB own 86.16% of the company with a total of 117.4 million shares.

In the latest ownership report on March 31st 2025, the top 39 institutional holders decreased their combined ownership of HRB by 4.1 million shares. 6 institutions bought 2,088,218 total additional shares and increased their ownership by an average of 14.89%. However 11 institutions sold 6,156,524 total shares and decreased their ownership by an average of 13.03%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of H&R Block decreased by a net total of -4,068,306 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc11.894%-3.149%15,923,014-517,6282025-03-31
FMR Inc10.976%1.984%14,694,824285,8332025-03-31
Vanguard Group Inc10.583%-0.591%14,168,986-84,2902025-03-31
Fuller & Thaler Asset Management Inc3.455%-1.611%4,626,167-75,7292025-03-31
State Street Corp3.344%-2.559%4,476,841-117,5802025-03-31
Boston Partners Global Investors, Inc2.814%-16.279%3,767,912-732,6402025-03-31
Lazard Asset Management LLC2.786%44.304%3,730,3071,145,2812025-03-31
Geode Capital Management, LLC2.016%3.795%2,699,47198,6992025-03-31
Dimensional Fund Advisors, Inc.1.705%-2.265%2,282,452-52,9012025-03-31
Morgan Stanley - Brokerage Accounts1.606%-0.983%2,150,012-21,3512025-03-31
Wellington Management Company LLP1.600%5.909%2,141,988119,5102025-03-31
AQR Capital Management LLC1.336%-20.489%1,789,040-461,0192025-03-31
Charles Schwab Investment Management Inc1.261%-67.645%1,688,751-3,530,7112025-03-31
LSV Asset Management1.246%14.330%1,667,652209,0192025-03-31
Bank of New York Mellon Corp1.238%-1.635%1,657,188-27,5502025-03-31
Arrowstreet Capital Limited Partnership1.132%-26.095%1,515,553-535,1252025-03-31
Qube Research & Technologies1.074%19.028%1,437,984229,8762025-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc11.894%-3.149%15,923,014-517,6282025-03-31
FMR Inc10.976%1.984%14,694,824285,8332025-03-31
Vanguard Group Inc10.583%-0.591%14,168,986-84,2902025-03-31
State Street Corporation3.938%0.520%5,496,64428,4322024-03-31
Fuller & Thaler Asset Management Inc3.455%-1.611%4,626,167-75,7292025-03-31
State Street Corp3.344%-2.559%4,476,841-117,5802025-03-31
Boston Partners Global Investors, Inc2.814%-16.279%3,767,912-732,6402025-03-31
Lazard Asset Management LLC2.786%44.304%3,730,3071,145,2812025-03-31
Pacer Advisors, INC.2.043%21.117%2,735,189476,8922024-12-31
Geode Capital Management, LLC2.016%3.795%2,699,47198,6992025-03-31
Jupiter Asset Management Limited1.543%-74.450%2,350,000-6,847,5522022-09-30
Northern Trust Corp1.752%8.896%2,345,222191,5952024-12-31
Dimensional Fund Advisors, Inc.1.705%-2.265%2,282,452-52,9012025-03-31
Morgan Stanley - Brokerage Accounts1.606%-0.983%2,150,012-21,3512025-03-31
Wellington Management Company LLP1.600%5.909%2,141,988119,5102025-03-31
Citadel Advisors Llc1.462%5.784%2,040,015111,5452023-09-30
Schroder Investment Management Group1.219%3.677%1,856,87365,8522023-03-31
AQR Capital Management LLC1.336%-20.489%1,789,040-461,0192025-03-31
Bank of America Corp1.194%50.488%1,755,748589,0482023-03-31
Charles Schwab Investment Management Inc1.261%-67.645%1,688,751-3,530,7112025-03-31
NORGES BANK1.219%-2.165%1,670,801-36,9772024-06-30
LSV Asset Management1.246%14.330%1,667,652209,0192025-03-31
Bank of New York Mellon Corp1.238%-1.635%1,657,188-27,5502025-03-31
Amvescap Plc.1.176%26.544%1,574,552330,2792024-12-31
Robeco Institutional Asset Management BV1.021%1.707%1,554,38526,0942023-03-31
Arrowstreet Capital Limited Partnership1.132%-26.095%1,515,553-535,1252025-03-31
JPMorgan Chase & Co1.127%3.461%1,508,57450,4682024-09-30
Goldman Sachs Group Inc1.096%93.283%1,501,656724,7362024-06-30
Los Angeles Capital Management LLC0.991%29.370%1,456,971330,7692023-03-31
Qube Research & Technologies1.074%19.028%1,437,984229,8762025-03-31
Renaissance Technologies Corp0.864%0.000%1,342,8001,342,8002022-06-30
Royal Bank of Canada0.922%0.155%1,234,1871,9042024-12-31
Millennium Management LLC0.844%550.214%1,214,2221,027,4802023-06-30
HighTower Advisors, LLC0.749%17.263%1,164,681171,4602022-06-30
Artisan Partners Limited Partnership0.700%-4.556%1,029,354-49,1302023-06-30
NewEdge Wealth, LLC0.677%-16.724%944,344-189,6502024-03-31
Squarepoint Ops LLC0.600%3,489.010%837,209813,8822024-03-31
Clark Capital Management Group Inc0.516%62.136%719,371275,6862024-03-31
D. E. Shaw & Co LP0.445%-46.909%621,214-548,8732024-03-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of H&R Block Inc (HRB), owning a total of 4.7 million shares. Combined, the top 49 mutual fund holders of HRB own 69.25% of the company with a total of 95.9 million shares.

In the latest ownership report on April 30th 2025, the top 49 fund holders increased their combined ownership of HRB by 102 thousand shares. 5 funds bought 110,028 total additional shares and increased their ownership by an average of 0.99%. However 5 funds sold 211,596 total shares and decreased their ownership by an average of 3.95%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding H&R Block decreased by a net total of -101,568 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.237%-0.321%4,333,740-13,9752025-04-30
Vanguard Total Stock Mkt Idx Inv3.202%1.306%4,286,66355,2702025-04-30
Vanguard Small Cap Index2.510%0.605%3,360,30220,2152025-04-30
iShares Select Dividend ETF2.125%0.000%2,845,54902025-04-30
Vanguard Small Cap Value Index Inv1.623%0.316%2,172,2506,8322025-04-30
Vanguard Institutional Extnd Mkt Idx Tr1.547%0.521%2,070,90910,7382025-04-30
SPDR® S&P MIDCAP 400 ETF Trust0.790%-1.100%1,056,950-11,7542025-04-30
Pacer US Small Cap Cash Cows 100 ETF0.649%-0.380%868,484-3,3122025-04-30
Lazard Global Eq Franchise A Acc USD0.644%-16.682%861,594-172,5042025-04-30
State St Russell Sm/Mid Cp® Indx SL Cl I0.588%2.204%787,23616,9732025-04-30
iShares S&P Mid-Cap 400 Growth ETF0.583%-1.271%780,946-10,0512025-04-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr3.200%-0.405%4,704,205-19,1382023-03-31
FullerThaler Behavioral Small-Cap Equity3.348%12.696%4,481,648504,9002024-12-31
FullerThaler Behavioral Sm-Cp Eq R63.348%12.696%4,481,648504,9002024-12-31
Vanguard US Total Market Shares ETF3.304%0.075%4,422,7643,3252024-09-30
iShares Core S&P Mid-Cap ETF3.237%-0.321%4,333,740-13,9752025-04-30
Vanguard Total Stock Mkt Idx Inv3.202%1.306%4,286,66355,2702025-04-30
Fidelity® Series Value Discovery2.610%1.066%3,756,31239,6002023-11-30
Schwab US Dividend Equity ETF™2.744%0.083%3,672,1983,0342025-02-28
Vanguard Small Cap Index2.510%0.605%3,360,30220,2152025-04-30
Strategic Advisers® Fidelity US TtlStk2.132%0.745%3,068,20022,7002023-11-30
iShares Select Dividend ETF2.125%0.000%2,845,54902025-04-30
Fidelity Series Value Discovery2.043%-0.845%2,735,264-23,3002025-03-31
JHancock Disciplined Value Mid Cap I2.027%-20.315%2,713,298-691,7502025-03-31
Pacer US Cash Cows 100 ETF2.008%0.148%2,687,9633,9652025-02-28
Fuller & Thaler Behavioral Sm-Cp Eq R61.819%111.407%2,617,7541,379,4992023-09-30
Fuller & Thaler Behavioral Small-Cap Eq1.819%0.000%2,617,75402023-11-30
Strategic Advisers Fidelity US TtlStk1.797%1.993%2,405,60047,0002025-03-31
Vanguard Small Cap Value Index Inv1.623%0.316%2,172,2506,8322025-04-30
Vanguard Extended Market Index Investor1.448%0.322%2,128,4256,8322023-08-31
Vanguard Institutional Extnd Mkt Idx Tr1.547%0.521%2,070,90910,7382025-04-30
Wellington Global Quality Growth1.208%19.283%1,775,794287,0742023-03-31
Wellington Glbl Quality Gr USD S Ac1.144%-1.895%1,742,145-33,6492023-04-30
Fidelity® Select IT Services1.135%0.541%1,728,6009,3002023-04-30
Fidelity® Mid-Cap Stock0.993%0.000%1,429,30602023-11-30
Jupiter UK Special Situations L Inc0.868%-35.714%1,350,000-750,0002022-07-31
Fidelity® Dividend Growth0.870%-9.791%1,278,800-138,8002023-07-31
T. Rowe Price Integrated US SmCapGrEq0.935%100.000%1,251,546625,7732024-12-31
Fidelity® Value Discovery0.807%0.000%1,160,96202023-11-30
Fidelity®Enterprise Technology Svcs Port0.792%-18.089%1,139,300-251,6002023-09-30
Jupiter Income Trust L Inc0.708%-45.639%1,100,000-923,5162022-07-31
Fidelity® Low-Priced Stock0.757%-0.104%1,089,062-1,1342023-10-31
Fidelity Mid-Cap Stock0.778%0.000%1,076,25602024-08-31
SPDR® S&P MIDCAP 400 ETF Trust0.790%-1.100%1,056,950-11,7542025-04-30
Invesco S&P MidCap Momentum ETF0.758%0.288%1,013,8962,9162025-02-28
Vanguard Equity-Income Inv0.624%-51.121%969,442-1,013,9162022-10-31
SPDR® S&P Global Div Aristocrats ETF0.623%-1.787%968,399-17,6212022-11-30
Pacer US Small Cap Cash Cows 100 ETF0.649%-0.380%868,484-3,3122025-04-30
Lazard Global Eq Franchise A Acc USD0.644%-16.682%861,594-172,5042025-04-30
WEDGE QVM-Large Cap Value0.623%16.278%833,901116,7392024-12-31
Fidelity Value Discovery0.594%-2.467%814,462-20,6002024-10-31
Fidelity Low-Priced Stock0.578%-23.966%792,123-249,6772024-08-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.588%2.204%787,23616,9732025-04-30
iShares S&P Mid-Cap 400 Growth ETF0.583%-1.271%780,946-10,0512025-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.576%-8.505%770,263-71,6002025-03-31
FIAM Target Date Value Discovery CIT0.566%-1.149%757,200-8,8002025-03-31
Fidelity Extended Market Index0.554%-0.403%741,069-2,9982025-03-31
WEDGE QVM Large Cap Value0.542%-12.994%725,548-108,3532025-03-31
Clark Navigator All Cap Core U.S. Equity0.539%1.502%721,29010,6712025-03-31
BlackRock Systematic Multi-Strat Instl0.538%-15.115%720,830-128,3532025-01-31

Discussions

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john_joes_mma09:51am

$HRB wow
looking like it’s going to be a monster day!

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145zip5/31/25 09:11pm

$HRB Shorts are calling in all the favors

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