HRB · H&R Block Inc · Shareholders & Ownership
$48.41
+1.04 (+2.20%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$5.97B
Shares
123.27M
Volume · Oct 20
1.77M
Avg daily vol (3M)
2.11M
Every disclosed holder of HRB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns HRB
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 127,416,051 | 103.37% |
| Insiders (Forms 3, 4, 5) | 1,842,731 | 1.49% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 5,992,860 | -4.86% |
| Registered funds (N-PORT, not summed) | 58,294,776 | 47.29% |
Shares outstanding: 123,265,922, the issuer's latest cover-page count restated onto today's split basis.
Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of HRB
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,326,241 | ||
| 1.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
4,341,137 | ||
| 1.2 |
iShares Select Dividend ETF
Fund
S000004334 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
2,502,368 | ||
| 1.3 |
iShares Core Dividend Growth ETF
Fund
S000045648 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
519,662 | ||
| 1.4 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
515,275 | ||
| 1.5 |
iShares S&P Mid-Cap 400 Growth ETF
Fund
S000004308 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
393,569 | ||
| 2 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,744,303 | ||
| 2.1 |
Fidelity Series Value Discovery Fund
Fund
S000039216 · Registered fund · Jul 31, 2026
Fidelity Devonshire Trust, not summed
|
3,079,464 | ||
| 2.2 |
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund
S000061481 · Registered fund · May 31, 2026
Fidelity Rutland Square Trust II, not summed
|
3,027,994 | ||
| 2.3 |
Fidelity Equity Dividend Income Fund
Fund
S000006970 · Registered fund · May 31, 2026
Fidelity Financial Trust, not summed
|
1,436,800 | ||
| 2.4 |
Fidelity Value Discovery Fund
Fund
S000007154 · Registered fund · Jul 31, 2026
Fidelity Puritan Trust, not summed
|
750,771 | ||
| 2.5 |
Fidelity Equity-Income Fund
Fund
S000006064 · Registered fund · Jul 31, 2026
Fidelity Devonshire Trust, not summed
|
689,350 | ||
| 3 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,616,406 | ||
| 3.1 |
AQR CAPITAL MANAGEMENT LLC
13G
CIK 1167557 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
9,616,406 | ||
| 3.2 |
AQR Long-Short Equity Fund
Fund
S000041116 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
268,806 | ||
| 3.3 |
AQR Large Cap Multi-Style Fund
Fund
S000040063 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
116,172 | ||
| 3.4 |
AQR Global Fund
Fund
S000024170 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
112,722 | ||
| 3.5 |
AQR Equity Market Neutral Fund
Fund
S000046740 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
90,998 | ||
| 4 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,210,650 | ||
| 4.1 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13G
CIK 2100121 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
6,310,983 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,713,146 | ||
| 6 |
|
4,157,916 | ||
| 6.1 |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
Fund
S000006986 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
641,634 | ||
| 6.2 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF
Fund
S000006987 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
101,925 | ||
| 6.3 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
Fund
S000006988 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
92,867 | ||
| 6.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
43,026 | ||
| 6.5 |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
Fund
S000006973 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
28,455 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
4,027,673 | ||
| 8 |
FULLER & THALER ASSET MANAGEMENT, INC.
13F
CIK 1082327 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,975,923 | ||
| 9 |
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
Fund
S000051163 · Registered fund · Jun 30, 2026
Capitol Series Trust, not summed
|
3,784,777 | ||
| 10 |
LAZARD ASSET MANAGEMENT LLC
13F
CIK 1207017 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,244,474 | ||
| 11 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,061,311 | ||
| 12 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,934,354 | ||
| 12.1 |
FlexShares Quality Dividend Index Fund
Fund
S000038873 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
281,376 | ||
| 12.2 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
82,410 | ||
| 12.3 |
FlexShares Quality Dividend Defensive Index Fund
Fund
S000038875 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
69,126 | ||
| 12.4 |
Income Equity Fund
Fund
S000001269 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
27,334 | ||
| 12.5 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
26,544 | ||
| 13 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,907,976 | ||
| 14 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,272,476 | ||
| 14.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
595,381 | ||
| 14.2 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
387,131 | ||
| 14.3 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
215,057 | ||
| 14.4 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
203,394 | ||
| 14.5 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
159,291 | ||
| 15 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,185,522 | ||
| 15.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
271 | ||
| 16 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,007,551 | ||
| 16.1 |
First Trust Morningstar Dividend Leaders Index Fund
Fund
S000010976 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
262,993 | ||
| 16.2 |
First Trust Mid Cap Growth AlphaDEX Fund
Fund
S000031804 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
96,414 | ||
| 16.3 |
First Trust Consumer Discretionary AlphaDEX Fund
Fund
S000017696 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
84,534 | ||
| 16.4 |
FT Vest SMID Rising Dividend Achievers Target Income ETF
Fund
S000081275 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded Fund IV, not summed
|
83,717 | ||
| 16.5 |
First Trust Mid Cap Core AlphaDEX Fund
Fund
S000017338 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
81,147 | ||
| 17 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,922,900 | ||
| 17.1 |
Goldman Sachs U.S. Equity Dividend and Premium Fund
Fund
S000009324 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
24,800 | ||
| 17.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
7,138 | ||
| 17.3 |
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Fund
S000083006 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
1,326 | ||
| 17.4 |
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Fund
S000083005 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
380 | ||
| 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,912,427 | ||
| 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,845,107 | ||
| 19.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
608,387 | ||
| 19.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
379,705 | ||
| 19.3 |
Schwab U.S. Mid-Cap ETF
Fund
S000026635 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
341,949 | ||
| 19.4 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
124,453 | ||
| 19.5 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
79,682 | ||
| 20 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,841,536 | ||
| 21 |
LOS ANGELES CAPITAL MANAGEMENT LLC
13F
CIK 1177206 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,714,217 | ||
| 22 |
LSV ASSET MANAGEMENT
13F
CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,591,990 | ||
| 23 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,476,375 | ||
| 23.1 |
BNY Mellon US Small Cap Core Equity ETF
Fund
S000067262 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
4,738 | ||
| 24 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,453,680 | ||
| 25 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,219,451 | ||
| 26 |
Framtiden Holdings Management Co LLC
13F
CIK 2112734 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,140,000 | ||
| 27 |
Ranmore Fund Management Ltd
13F
CIK 2055400 · Unknown · Sep 30, 2026
|
1,075,773 | ||
| 28 |
ROYCE & ASSOCIATES LP
13F
CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,063,355 | ||
| 28.1 |
Royce Small-Cap Special Equity Fund
Fund
S000009513 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
625,000 | ||
| 28.2 |
Royce Small-Cap Fund
Fund
S000009507 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
97,575 | ||
| 29 |
First Trust SMID Cap Rising Dividend Achievers ETF
Fund
S000059604 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund VI, not summed
|
1,062,112 | ||
| 30 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
977,704 | ||
| 30.1 |
Invesco High Yield Equity Dividend AchieversTM ETF
Fund
S000003045 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
473,610 | ||
| 30.2 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
162,411 | ||
| 30.3 |
Invesco BuyBack AchieversTM ETF
Fund
S000013111 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
110,226 | ||
| 30.4 |
Invesco S&P MidCap 400 Revenue ETF
Fund
S000064595 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
58,840 | ||
| 30.5 |
Invesco Russell 1000 Dynamic Multifactor ETF
Fund
S000064607 · Registered fund · May 31, 2026
Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
|
53,006 | ||
| 31 |
State Street SPDR S&P MidCap 400SM ETF Trust
Fund
· Registered fund · Jun 30, 2026
SPDR S&P MIDCAP 400 ETF TRUST, not summed
|
975,313 | ||
| 31.1 |
SPROTT FOCUS TRUST INC.
Fund
· Registered fund · Jun 30, 2026
SPROTT FOCUS TRUST INC., not summed
|
285,000 | ||
| 31.2 |
ROYCE SMALL-CAP TRUST, INC.
Fund
· Registered fund · Jun 30, 2026
ROYCE SMALL-CAP TRUST, INC., not summed
|
140,300 | ||
| 31.3 |
ROYCE GLOBAL TRUST, INC.
Fund
· Registered fund · Jun 30, 2026
ROYCE GLOBAL TRUST, INC., not summed
|
62,375 | ||
| 31.4 |
VOYA GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
Fund
· Registered fund · May 31, 2026
Voya Global Equity Dividend & Premium Opportunity Fund, not summed
|
20,689 | ||
| 31.5 |
Nuveen S&P 500 Dynamic Overwrite Fund
Fund
· Registered fund · Jun 30, 2026
Nuveen S&P 500 Dynamic Overwrite Fund, not summed
|
11,907 | ||
| 32 |
|
908,285 | ||
| 33 |
|
861,312 | ||
| 34 |
Quantinno Capital Management LP
13F
CIK 1759654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
826,467 | ||
| 35 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
804,290 | ||
| 36 |
CAPITAL FUND MANAGEMENT S.A.
13F
CIK 1323645 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
765,437 | ||
| 37 |
Pacer Advisors, Inc.
13F
CIK 1616667 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
755,162 | ||
| 38 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
752,508 | ||
| 39 |
Pacer US Small Cap Cash Cows 100 ETF
Fund
S000055468 · Registered fund · Jul 31, 2026
Pacer Funds Trust, not summed
|
740,635 | ||
| 40 |
Prevatt Capital Ltd
13F
CIK 2009520 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
710,000 | ||
| 41 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
708,067 | ||
| 42 |
SEI INVESTMENTS CO
13F
CIK 350894 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
694,524 | ||
| 43 |
Boston Trust Walden Corp
13F
CIK 1534866 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
673,795 | ||
| 44 |
State Farm Growth Fund
Fund
S000071157 · Registered fund · Jun 30, 2026
Advisers Investment Trust, not summed
|
658,400 | ||
| 45 |
PANAGORA ASSET MANAGEMENT INC
13F
CIK 883677 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
626,434 | ||
| 46 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
617,929 | ||
| 47 |
|
604,025 | ||
| 48 |
Lodge Hill Capital, LLC
13F
CIK 1598245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
565,900 | ||
| 49 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
556,757 | ||
| 50 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
534,124 |
104 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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