Who owns H&R Block, Inc.?
Institutional ownership of HRB from SEC Form 13F filings across 347 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.
347
13F holders
$3.48B
value, 2026 filers
72.7%
of shares outstanding (92.1M sh)
73
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% | 12.9% | +5.1% |
| 2 | FMR LLC | 15.7M | $599.5M | 0.0% | 12.4% | +3.0% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2M | $236.5M | 0.0% | 4.9% | -14.6% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $217.6M | 0.0% | 4.5% | -49.5% |
| 5 | LAZARD ASSET MANAGEMENT LLC | 3.2M | $123.5M | 0.2% | 2.6% | -13.7% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $116.6M | 0.0% | 2.4% | -2.4% |
| 7 | NORTHERN TRUST CORP | 2.9M | $111.7M | 0.0% | 2.3% | -2.7% |
| 8 | MORGAN STANLEY | 2.2M | $83.2M | 0.0% | 1.7% | +9.9% |
| 9 | FIRST TRUST ADVISORS LP | 2.0M | $76.4M | 0.0% | 1.6% | +51.1% |
| 10 | GOLDMAN SACHS GROUP INC | 1.9M | $73.2M | 0.0% | 1.5% | +77.8% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.9M | $72.8M | 0.0% | 1.5% | +19.9% |
| 12 | Sixth Street Partners Management Company, L.P.NEW | 1.8M | $70.3M | 12.1% | 1.5% | new |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | $70.3M | 0.0% | 1.5% | +3.6% |
| 14 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1.7M | $65.3M | 0.2% | 1.4% | +263.5% |
| 15 | Bank of New York Mellon Corp | 1.5M | $56.2M | 0.0% | 1.2% | -2.7% |
| 16 | NORGES BANKNEW | 1.2M | $46.4M | 0.0% | 1% | new |
| 17 | Invesco Ltd. | 977,704 | $37.2M | 0.0% | 0.8% | -32.6% |
| 18 | UBS Group AG | 908,285 | $34.6M | 0.0% | 0.7% | -2.8% |
| 19 | Quantinno Capital Management LP | 826,467 | $31.5M | 0.0% | 0.7% | +107.5% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 804,290 | $30.6M | 0.0% | 0.6% | +2.0% |
| 21 | ROYAL BANK OF CANADA | 752,508 | $28.7M | 0.0% | 0.6% | +75.8% |
| 22 | D. E. Shaw & Co., Inc. | 708,067 | $27.0M | 0.0% | 0.6% | -37.3% |
| 23 | SEI INVESTMENTS CO | 694,524 | $26.4M | 0.0% | 0.5% | +30.4% |
| 24 | BANK OF AMERICA CORP /DE/ | 617,929 | $23.5M | 0.0% | 0.5% | -38.7% |
| 25 | BARCLAYS PLC | 604,025 | $23.0M | 0.0% | 0.5% | -45.5% |
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.