H&R Block, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 16.27 M | $822.67 M | 0.87% | 12.15% |
| FMR LLC | 11/13/2025 | 14.38 M | $727.35 M | 3.85% | 10.74% |
| VANGUARD GROUP INC | 11/07/2025 | 13.66 M | $690.77 M | -1.32% | 10.20% |
| STATE STREET CORP | 11/14/2025 | 4.16 M | $212.14 M | -1.43% | 3.11% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 4.09 M | $207.03 M | -7.64% | 3.06% |
| BOSTON PARTNERS | 11/13/2025 | 3.89 M | $196.54 M | 20.18% | 2.90% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2025 | 3.21 M | $162.49 M | 0.84% | 2.40% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 2.96 M | $149.88 M | 3.99% | 2.21% |
| NORTHERN TRUST CORP | 11/14/2025 | 2.75 M | $139.09 M | 10.87% | 2.05% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 2.59 M | $130.96 M | 60.35% | 1.94% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 2.44 M | $13.87 M | 1,858.29% | 1.82% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.32 M | $117.14 M | 2.48% | 1.73% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 2.30 M | $116.53 M | 2.30% | 1.72% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 1.99 M | $100.65 M | 24.50% | 1.49% |
| MORGAN STANLEY | 11/14/2025 | 1.83 M | $92.48 M | -10.99% | 1.37% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.64 M | $82.70 M | -0.03% | 1.22% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.60 M | $80.68 M | 6.14% | 1.19% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 1.48 M | $74.77 M | -8.12% | 1.10% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 1.43 M | $72.39 M | -12.23% | 1.07% |
| CITADEL ADVISORS LLC | 11/14/2025 | 1.40 M | $70.60 M | -23.89% | 1.04% |
| MARSHALL WACE, LLP | 11/13/2025 | 1.20 M | $60.61 M | 9.80% | 0.89% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 1.07 M | $53.95 M | 8.14% | 0.80% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 1.04 M | $52.55 M | -40.65% | 0.78% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 938.54 K | $47.46 M | 26.59% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 896.22 K | $45.32 M | -11.45% | 0.67% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 862.87 K | $43.64 M | -44.28% | 0.64% |
| BOSTON TRUST WALDEN CORP | 10/17/2025 | 857.10 K | $43.34 M | -0.90% | 0.64% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 843.38 K | $42.66 M | -11.61% | 0.63% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 834.35 K | $42.19 M | -26.46% | 0.62% |
| UBS GROUP AG | 11/13/2025 | 784.20 K | $39.66 M | 3.66% | 0.59% |
| BARCLAYS PLC | 11/12/2025 | 758.97 K | $38.38 M | 52.62% | 0.57% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 749.30 K | $37.89 M | 335.39% | 0.56% |
| NUVEEN, LLC | 11/12/2025 | 692.95 K | $35.04 M | 35.14% | 0.52% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 657.42 K | $33.25 M | 8.87% | 0.49% |
| JPMORGAN CHASE & CO | 11/26/2025 | 649.83 K | $32.86 M | -12.08% | 0.49% |
| BRIDGEWATER ASSOCIATES, LP | 11/13/2025 | 606.26 K | $30.66 M | -4.20% | 0.45% |
| MILLER HOWARD INVESTMENTS INC /NY | 10/24/2025 | 560.07 K | $28.32 M | -0.21% | 0.42% |
| PACER ADVISORS, INC. | 10/15/2025 | 559.39 K | $28.29 M | -15.69% | 0.42% |
| INVESCO LTD. | 11/13/2025 | 445.33 K | $22.52 M | 16.05% | 0.33% |
| SEI INVESTMENTS CO | 11/13/2025 | 432.27 K | $21.86 M | 7.03% | 0.32% |
| ALPS ADVISORS INC | 11/05/2025 | 411.45 K | $20.81 M | 32.54% | 0.31% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 392.98 K | $19.87 M | -9.22% | 0.29% |
| RHUMBLINE ADVISERS | 11/06/2025 | 386.79 K | $19.56 M | -2.77% | 0.29% |
| PREVATT CAPITAL LTD | 11/13/2025 | 350.00 K | $17.70 M | -23.91% | 0.26% |
| SWEDBANK AB | 10/15/2025 | 346.15 K | $17.50 M | 0.00% | 0.26% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 326.10 K | $16.49 M | 62.40% | 0.24% |
| ENGINEERS GATE MANAGER LP | 11/14/2025 | 316.49 K | $16.01 M | 184.28% | 0.24% |
| VOYA INVESTMENT MANAGEMENT LLC | 10/09/2025 | 300.96 K | $15.22 M | -13.92% | 0.22% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 297.29 K | $15.03 M | -2.18% | 0.22% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2025 | 284.91 K | $14.41 M | -67.01% | 0.21% |
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H&R Block, Inc. institutional Ownership - FAQ's
During the previous two years, 903 institutional investors and hedge funds held shares of H&R Block, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 16.27 M
FMR LLC: 14.38 M
VANGUARD GROUP INC: 13.66 M
STATE STREET CORP: 4.16 M
FULLER & THALER ASSET MANAGEMENT, INC.: 4.09 M
Boston Partners: 3.89 M
89.29% of H&R Block, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 189.66 M shares in the last 24 months. This purchase volume represents approximately $9.82 B in transactions.