H&R Block Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 16.33 M | $621.70 M | 5.07% | 12.86% |
| FMR LLC | 08/13/2026 | 15.74 M | $599.54 M | 2.99% | 12.40% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 9.62 M | $366.19 M | 202.14% | 7.57% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 6.21 M | $236.50 M | -14.60% | 4.89% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 5.71 M | $217.56 M | 1.03% | 4.50% |
| STATE STREET CORP | 08/07/2026 | 4.16 M | $160.03 M | 4.08% | 3.27% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 3.98 M | $151.40 M | -7.11% | 3.13% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 3.24 M | $123.55 M | -13.74% | 2.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 3.06 M | $116.60 M | -2.42% | 2.41% |
| NORTHERN TRUST CORP | 08/13/2026 | 2.93 M | $111.74 M | -2.68% | 2.31% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.27 M | $86.54 M | -1.53% | 1.79% |
| MORGAN STANLEY | 08/13/2026 | 2.19 M | $83.22 M | 9.93% | 1.72% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 2.01 M | $76.45 M | 51.10% | 1.58% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.92 M | $73.22 M | 77.82% | 1.51% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 1.91 M | $72.83 M | 19.95% | 1.51% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.85 M | $70.26 M | 3.56% | 1.45% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.85 M | $70.26 M | 100.00% | 1.45% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.71 M | $65.28 M | 263.48% | 1.35% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 1.59 M | $60.62 M | 3.92% | 1.25% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.48 M | $56.22 M | -2.67% | 1.16% |
| RANMORE FUND MANAGEMENT LTD | 07/31/2026 | 1.40 M | $53.31 M | 0.00% | 1.10% |
| NORGES BANK | 08/12/2026 | 1.22 M | $46.44 M | 100.00% | 0.96% |
| FRAMTIDEN HOLDINGS MANAGEMENT CO LLC | 08/14/2026 | 1.14 M | $47.22 M | 132.65% | 0.90% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 1.06 M | $40.49 M | 36.90% | 0.84% |
| INVESCO LTD. | 08/14/2026 | 977.70 K | $37.23 M | -32.62% | 0.77% |
| UBS GROUP AG | 08/13/2026 | 908.29 K | $34.59 M | -2.83% | 0.72% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 826.47 K | $31.47 M | 107.51% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 804.29 K | $30.63 M | 1.98% | 0.63% |
| CAPITAL FUND MANAGEMENT S.A. | 08/13/2026 | 765.44 K | $29.15 M | 185.20% | 0.60% |
| PACER ADVISORS, INC. | 08/13/2026 | 755.16 K | $28.76 M | 9.01% | 0.59% |
| ROYAL BANK OF CANADA | 08/14/2026 | 752.51 K | $28.66 M | 75.77% | 0.59% |
| PREVATT CAPITAL LTD | 08/14/2026 | 710.00 K | $27.04 M | 0.00% | 0.56% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 708.07 K | $26.96 M | -37.27% | 0.56% |
| SEI INVESTMENTS CO | 08/14/2026 | 694.52 K | $26.45 M | 30.38% | 0.55% |
| BOSTON TRUST WALDEN CORP | 07/24/2026 | 673.80 K | $25.66 M | -24.74% | 0.53% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 626.43 K | $23.85 M | 100.00% | 0.49% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 617.93 K | $23.53 M | -38.74% | 0.49% |
| BARCLAYS PLC | 08/14/2026 | 604.03 K | $23.00 M | -45.50% | 0.48% |
| LODGE HILL CAPITAL, LLC | 08/14/2026 | 565.90 K | $21.55 M | -46.10% | 0.45% |
| JPMORGAN CHASE & CO | 08/12/2026 | 556.76 K | $21.50 M | -1.70% | 0.44% |
| CITADEL ADVISORS LLC | 09/02/2026 | 534.12 K | $20.34 M | -83.22% | 0.42% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 505.00 K | $19.23 M | -0.24% | 0.40% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 421.46 K | $16.05 M | -47.82% | 0.33% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 411.81 K | $15.68 M | 4.98% | 0.32% |
| NUVEEN, LLC | 08/11/2026 | 401.26 K | $15.28 M | -1.62% | 0.32% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 368.32 K | $14.04 M | 6.62% | 0.29% |
| ALPS ADVISORS INC | 07/29/2026 | 360.25 K | $13.72 M | -2.54% | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 352.70 K | $13.43 M | 37.50% | 0.28% |
| SWEDBANK AB | 07/15/2026 | 345.64 K | $13.16 M | 0.00% | 0.27% |
| RHUMBLINE ADVISERS | 08/12/2026 | 339.25 K | $12.92 M | -10.32% | 0.27% |
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H&R Block Inc. institutional Ownership - FAQ's
During the previous two years, 906 institutional investors and hedge funds held shares of H&R Block Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 16.33 M
FMR LLC: 15.74 M
AQR CAPITAL MANAGEMENT LLC: 9.62 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 6.21 M
VANGUARD CAPITAL MANAGEMENT LLC: 5.71 M
STATE STREET CORP: 4.16 M
102.20% of H&R Block Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 211.46 M shares in the last 24 months. This purchase volume represents approximately $6.55 B in transactions.