Who owns H&R BLOCK INC?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HRB from SEC Form 13F filings across 541 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 541 institutions disclosed 127.8M shares of H&R BLOCK INC worth $4.87B — about 100.1% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
541
13F holders
$4.87B
value, 2026 filers
100.1%
of shares outstanding (127.8M sh)
133
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HRB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16.3M | $621.7M | 0.0% | 12.8% | +5.1% |
| 2 | FMR LLC | 15.7M | $599.5M | 0.0% | 12.3% | +3.0% |
| 3 | AQR CAPITAL MANAGEMENT LLC | 9.6M | $366.2M | 0.1% | 7.5% | +202.1% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2M | $236.5M | 0.0% | 4.9% | -14.6% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $217.6M | 0.0% | 4.5% | +1.0% |
| 6 | STATE STREET CORP | 4.2M | $160.0M | 0.0% | 3.3% | +4.1% |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 4.0M | $151.4M | 0.4% | 3.1% | -7.1% |
| 8 | LAZARD ASSET MANAGEMENT LLC | 3.2M | $123.5M | 0.2% | 2.5% | -13.7% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $116.6M | 0.0% | 2.4% | -2.4% |
| 10 | NORTHERN TRUST CORP | 2.9M | $111.7M | 0.0% | 2.3% | -2.7% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 2.3M | $86.5M | 0.0% | 1.8% | -1.5% |
| 12 | MORGAN STANLEY | 2.2M | $83.2M | 0.0% | 1.7% | +9.9% |
| 13 | FIRST TRUST ADVISORS LP | 2.0M | $76.4M | 0.0% | 1.6% | +51.1% |
| 14 | GOLDMAN SACHS GROUP INC | 1.9M | $73.2M | 0.0% | 1.5% | +77.8% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.9M | $72.8M | 0.0% | 1.5% | +19.9% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | $70.3M | 0.0% | 1.4% | +3.6% |
| 17 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1.7M | $65.3M | 0.2% | 1.3% | +263.5% |
| 18 | LSV ASSET MANAGEMENT | 1.6M | $60.6M | 0.1% | 1.2% | +3.9% |
| 19 | Bank of New York Mellon Corp | 1.5M | $56.2M | 0.0% | 1.2% | -2.7% |
| 20 | Ranmore Fund Management Ltd | 1.4M | $53.3M | 5.9% | 1.1% | 0.0% |
| 21 | NORGES BANKNEW | 1.2M | $46.4M | 0.0% | 1% | new |
| 22 | Framtiden Holdings Management Co LLC | 1.1M | $47.2M | 28.6% | 0.9% | +132.7% |
| 23 | ROYCE & ASSOCIATES LP | 1.1M | $40.5M | 0.3% | 0.8% | +36.9% |
| 24 | Invesco Ltd. | 977,704 | $37.2M | 0.0% | 0.8% | -32.6% |
| 25 | UBS Group AG | 908,285 | $34.6M | 0.0% | 0.7% | -2.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.