H&R Block Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 15.83 M | $689.92 M | -2.69% | 12.51% |
| FMR LLC | 02/17/2026 | 14.57 M | $634.84 M | 1.28% | 11.51% |
| VANGUARD GROUP INC | 01/29/2026 | 13.31 M | $580.22 M | -2.53% | 10.52% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 4.29 M | $186.76 M | 4.68% | 3.39% |
| STATE STREET CORP | 02/13/2026 | 3.99 M | $175.39 M | -4.22% | 3.15% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 3.40 M | $147.00 M | 31.21% | 2.69% |
| BOSTON PARTNERS | 02/13/2026 | 3.07 M | $133.57 M | -21.14% | 2.42% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.89 M | $125.99 M | -2.46% | 2.28% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.52 M | $109.82 M | 8.78% | 1.99% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 2.49 M | $108.60 M | -22.44% | 1.97% |
| NORTHERN TRUST CORP | 02/17/2026 | 2.42 M | $105.27 M | -12.17% | 1.91% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 1.79 M | $78.20 M | -9.84% | 1.42% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.70 M | $74.00 M | -26.31% | 1.34% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.60 M | $69.68 M | 14.52% | 1.26% |
| NORGES BANK | 02/10/2026 | 1.59 M | $69.44 M | 100.00% | 1.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.58 M | $68.71 M | -3.60% | 1.25% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 1.53 M | $66.87 M | 3.78% | 1.21% |
| MORGAN STANLEY | 02/13/2026 | 1.50 M | $65.41 M | -17.93% | 1.19% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.42 M | $61.88 M | -0.80% | 1.12% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.35 M | $58.65 M | 61.29% | 1.06% |
| MARSHALL WACE, LLP | 02/13/2026 | 1.18 M | $51.23 M | -1.91% | 0.93% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.05 M | $45.92 M | 17.57% | 0.83% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 1.05 M | $45.86 M | 12.13% | 0.83% |
| RANMORE FUND MANAGEMENT LTD | 02/13/2026 | 948.00 K | $41.31 M | 100.00% | 0.75% |
| UBS GROUP AG | 01/29/2026 | 934.92 K | $40.74 M | 19.22% | 0.74% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 902.07 K | $39.31 M | 4.54% | 0.71% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 873.61 K | $38.07 M | 32.88% | 0.69% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 843.75 K | $36.77 M | 0.04% | 0.67% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 839.27 K | $36.58 M | 268.10% | 0.66% |
| LODGE HILL CAPITAL, LLC | 02/17/2026 | 800.00 K | $34.86 M | 100.00% | 0.63% |
| BARCLAYS PLC | 02/13/2026 | 781.70 K | $34.07 M | 2.99% | 0.62% |
| BOSTON TRUST WALDEN CORP | 01/28/2026 | 776.31 K | $33.83 M | -9.43% | 0.61% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 691.04 K | $30.12 M | -7.78% | 0.55% |
| NUVEEN, LLC | 02/12/2026 | 681.71 K | $29.71 M | -1.62% | 0.54% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 640.92 K | $27.93 M | -39.92% | 0.51% |
| JPMORGAN CHASE & CO | 02/11/2026 | 631.51 K | $27.52 M | -2.82% | 0.50% |
| INVESCO LTD. | 02/19/2026 | 613.62 K | $26.74 M | 37.79% | 0.48% |
| 02/05/2026 | 555.64 K | $24.21 M | 100.00% | 0.44% | |
| ROYAL BANK OF CANADA | 02/17/2026 | 537.49 K | $23.42 M | -66.31% | 0.42% |
| PACER ADVISORS, INC. | 02/24/2026 | 533.39 K | $23.25 M | -4.65% | 0.42% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 507.48 K | $22.12 M | -51.16% | 0.40% |
| JANE STREET GROUP, LLC | 02/12/2026 | 467.64 K | $20.38 M | 357.28% | 0.37% |
| BRIDGEWATER ASSOCIATES, LP | 02/13/2026 | 455.66 K | $19.86 M | -24.84% | 0.36% |
| SEI INVESTMENTS CO | 02/13/2026 | 425.56 K | $18.55 M | -1.55% | 0.34% |
| ALPS ADVISORS INC | 02/12/2026 | 388.68 K | $16.94 M | -5.53% | 0.31% |
| RHUMBLINE ADVISERS | 02/13/2026 | 374.93 K | $16.34 M | -3.07% | 0.30% |
| MILLER HOWARD INVESTMENTS INC /NY | 01/27/2026 | 370.84 K | $16.16 M | -33.79% | 0.29% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 355.80 K | $15.51 M | 9.11% | 0.28% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 353.08 K | $15.39 M | -10.15% | 0.28% |
| PREVATT CAPITAL LTD | 02/17/2026 | 350.00 K | $15.25 M | 0.00% | 0.28% |
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H&R Block Inc. institutional Ownership - FAQ's
During the previous two years, 873 institutional investors and hedge funds held shares of H&R Block Inc.. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 1.52 M
UBS Group AG: 934,695
Boston Trust Walden Corp: 895,236
Prevatt Capital Ltd: 710,000
Nuveen, LLC: 407,885
RWWM, Inc.: 360,354
92.84% of H&R Block Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 187.48 M shares in the last 24 months. This purchase volume represents approximately $5.81 B in transactions.