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HRB

H&R Block Inc
$40.04 +0.70 (+1.78%) At close · Jul 2
Market Cap
$5.08B
Shares
126,760,207

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 487
Total Value: $3,654,743,225
Total Shares: 115,143,573
Showing 1–100 of 503 holdings by value · page 1 of 6

Institutional Ownership Trend

26 quarters

Superinvestors Holding HRB

All superinvestors →
Li Lu $51,637,996 Ray Dalio $1,476,830

Holder Concentration

Across 487 13F filers
Top Holder
13.5%
Jun 2023 → Mar 2026 · range 12.3% – 16.9%
of institutional value
Top 5
38.9%
Jun 2023 → Mar 2026 · range 38.9% – 50.7%
of institutional value
Top 10
53.1%
Jun 2023 → Mar 2026 · range 53.1% – 61.9%
of institutional value
HHI
485
Jun 2023 → Mar 2026 · range 485 – 698
Broadly held
Showing 100 of 503
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $493,202,267 13.49% 15,538,824
Mega FMR LLC $485,222,170 13.28% 15,287,403
Mega VANGUARD CAPITAL MANAGEMENT LLC $179,490,810 4.91% 5,655,035
Large FULLER & THALER ASSET MANAGEMENT, INC. $135,856,499 3.72% 4,280,293
Mega STATE STREET CORP $126,794,729 3.47% 3,994,793
Large LAZARD ASSET MANAGEMENT LLC $119,377,123 3.27% 3,761,094
Mega CITADEL ADVISORS LLC $101,033,973 2.76% 3,183,175
Mega AQR CAPITAL MANAGEMENT LLC $101,019,687 2.76% 3,182,725
Mega GEODE CAPITAL MANAGEMENT, LLC $99,571,140 2.72% 3,137,087
Mega NORTHERN TRUST CORP Bank $95,700,413 2.62% 3,015,136
Mega DIMENSIONAL FUND ADVISORS LP $73,248,490 2.00% 2,307,766
Mega MORGAN STANLEY $63,100,226 1.73% 1,988,035
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $56,548,714 1.55% 1,781,623
Mid Himalaya Capital Management LLC $51,637,996 1.41% 1,626,906
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $50,605,748 1.38% 1,594,384
Large LSV ASSET MANAGEMENT $48,622,188 1.33% 1,531,890
Mega Bank of New York Mellon Corp Bank $48,145,921 1.32% 1,516,885
Mega Invesco Ltd. $46,057,402 1.26% 1,451,084
Small Ranmore Fund Management Ltd $44,436,000 1.22% 1,400,000
Mega FIRST TRUST ADVISORS LP $42,169,256 1.15% 1,328,584
Large MARSHALL WACE, LLP $36,073,905 0.99% 1,136,544
Mega D. E. Shaw & Co., Inc. $35,823,953 0.98% 1,128,669
Mega BARCLAYS PLC $35,174,964 0.96% 1,108,222
Mega GOLDMAN SACHS GROUP INC $34,322,937 0.94% 1,081,378
Small Lodge Hill Capital, LLC $33,327,000 0.91% 1,050,000
Mega BANK OF AMERICA CORP /DE/ Bank $32,016,612 0.88% 1,008,715
Mega UBS Group AG $29,667,218 0.81% 934,695
Large Boston Trust Walden Corp $28,414,790 0.78% 895,236
Large JUPITER ASSET MANAGEMENT LTD $28,265,675 0.77% 890,538
Large Qube Research & Technologies Ltd $27,124,718 0.74% 854,591
Large Squarepoint Ops LLC $25,670,105 0.70% 808,762
Mega WELLINGTON MANAGEMENT GROUP LLP $25,634,620 0.70% 807,644
Mega VANGUARD FIDUCIARY TRUST CO Bank $25,033,655 0.68% 788,710
Mid ROYCE & ASSOCIATES LP $24,652,965 0.67% 776,716
Small Prevatt Capital Ltd $22,535,400 0.62% 710,000
Large Pacer Advisors, Inc. $21,988,202 0.60% 692,760
Mega JPMORGAN CHASE & CO $17,977,851 0.49% 566,410
Large SEI INVESTMENTS CO $16,908,055 0.46% 532,705
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $16,066,788 0.44% 506,200
Micro Framtiden Holdings Management Co LLC $15,552,600 0.43% 490,000
Large LOS ANGELES CAPITAL MANAGEMENT LLC $14,969,028 0.41% 471,614
Mega ROYAL BANK OF CANADA Bank $13,588,271 0.37% 428,112
Large Balyasny Asset Management L.P. $13,161,403 0.36% 414,663
Mega Nuveen, LLC $12,946,269 0.35% 407,885
Large Quantinno Capital Management LP $12,641,375 0.35% 398,279
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $12,450,930 0.34% 392,279
Mega RHUMBLINE ADVISERS $12,006,543 0.33% 378,278
Large ALPS ADVISORS INC $11,731,643 0.32% 369,617
Mid RWWM, Inc. $11,437,635 0.31% 360,354
Large Swedbank AB Bank $10,970,708 0.30% 345,643
Mega AMERIPRISE FINANCIAL INC $10,964,900 0.30% 345,460
Mega MILLENNIUM MANAGEMENT LLC $10,907,197 0.30% 343,642
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $10,367,871 0.28% 326,650
Mega California Public Employees Retirement System Pension $9,408,339 0.26% 296,419
Mid Cambria Investment Management, L.P. $9,356,095 0.26% 294,773
Mega PRINCIPAL FINANCIAL GROUP INC $8,996,670 0.25% 283,449
Mid Atom Investors LP $8,679,810 0.24% 273,466
Large CAPITAL FUND MANAGEMENT S.A. $8,518,698 0.23% 268,390
Mid Sound Income Strategies, LLC $8,249,892 0.23% 259,921
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,141,310 0.22% 256,500
Large Robeco Institutional Asset Management B.V. $8,088,748 0.22% 254,844
Small TECTONIC ADVISORS LLC $7,996,416 0.22% 251,935
Mega Swiss National Bank Bank $7,938,174 0.22% 250,100
Large Grantham, Mayo, Van Otterloo & Co. LLC $7,439,856 0.20% 234,400
Mega Amundi $7,275,029 0.20% 229,207
Mega VICTORY CAPITAL MANAGEMENT INC $7,147,943 0.20% 225,203
Mid Kingsview Wealth Management, LLC $6,873,613 0.19% 216,560
Mega ALLIANCEBERNSTEIN L.P. $6,545,898 0.18% 206,235
Mega Legal & General Group Plc $5,768,807 0.16% 181,752
Mid Midwest Trust Co Bank $5,304,960 0.15% 167,138
Mid SPROTT INC. $5,237,100 0.14% 165,000
Large SG Americas Securities, LLC Broker-Dealer $5,204,503 0.14% 163,973
Mega BNP PARIBAS ARBITRAGE, SA $5,133,691 0.14% 161,742
Large Retirement Systems of Alabama Pension $4,932,396 0.13% 155,400
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,796,009 0.13% 151,103
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $4,735,957 0.13% 149,211
Mega PRICE T ROWE ASSOCIATES INC /MD/ $4,725,101 0.13% 148,869
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $4,478,766 0.12% 141,108
Large Cerity Partners LLC $4,449,312 0.12% 140,180
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $4,389,832 0.12% 138,306
Large VOYA INVESTMENT MANAGEMENT LLC $4,361,552 0.12% 137,415
Mid Illinois Municipal Retirement Fund Pension $4,357,267 0.12% 137,280
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $4,079,193 0.11% 128,519
Large Creative Planning $4,048,786 0.11% 127,561
Mid CRAWFORD INVESTMENT COUNSEL INC $3,888,086 0.11% 122,498
Large AGF MANAGEMENT LTD $3,815,496 0.10% 120,211
Large NISA INVESTMENT ADVISORS, LLC $3,781,376 0.10% 119,136
Mega VANGUARD ASSET MANAGEMENT, Ltd $3,686,727 0.10% 116,154
Large Mitsubishi UFJ Trust & Banking Corp $3,565,576 0.10% 112,337
Large PRUDENTIAL FINANCIAL INC $3,432,522 0.09% 108,145
Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension $3,383,991 0.09% 106,616
Mega FRANKLIN RESOURCES INC $3,370,056 0.09% 106,177
Mid SEIZERT CAPITAL PARTNERS, LLC $3,363,265 0.09% 105,963
Large Janney Montgomery Scott LLC $3,331,620 0.09% 104,966
Mega LPL Financial LLC $3,323,622 0.09% 104,714
Small Kennondale Capital Management LLC $3,310,608 0.09% 104,304
Large CANADA LIFE ASSURANCE Co Insurance $3,292,707 0.09% 103,740
Mega RAYMOND JAMES FINANCIAL INC $3,278,805 0.09% 103,302
Mega NORDEA INVESTMENT MANAGEMENT AB $3,278,773 0.09% 103,301
Small Inlet Private Wealth, LLC $3,261,348 0.09% 102,752
Key facts CIK 12659 CUSIP 093671105 13F (30d) 30 filings 10 filers Visit website Investor relations

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