H&R Block Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 15.54 M | $493.20 M | -1.85% | 12.00% |
| FMR LLC | 05/15/2026 | 15.29 M | $485.22 M | 4.94% | 11.81% |
| 05/08/2026 | 7.27 M | $230.82 M | 100.00% | 5.62% | |
| 05/15/2026 | 5.66 M | $179.49 M | 100.00% | 4.37% | |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 4.28 M | $135.86 M | -0.12% | 3.31% |
| STATE STREET CORP | 05/15/2026 | 3.99 M | $128.45 M | 0.24% | 3.09% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 3.76 M | $119.38 M | 50.92% | 2.90% |
| CITADEL ADVISORS LLC | 05/15/2026 | 3.18 M | $101.03 M | 99.08% | 2.46% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 3.18 M | $99.94 M | -6.47% | 2.46% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 3.14 M | $99.59 M | 8.53% | 2.42% |
| NORTHERN TRUST CORP | 05/14/2026 | 3.02 M | $95.70 M | 24.82% | 2.33% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.31 M | $73.25 M | -8.42% | 1.78% |
| MORGAN STANLEY | 05/15/2026 | 1.99 M | $63.10 M | 32.45% | 1.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.78 M | $56.55 M | 13.00% | 1.38% |
| HIMALAYA CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.63 M | $51.64 M | 100.00% | 1.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 1.59 M | $50.61 M | -11.15% | 1.23% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 1.53 M | $48.62 M | -0.17% | 1.18% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.52 M | $48.15 M | 6.83% | 1.17% |
| INVESCO LTD. | 05/12/2026 | 1.45 M | $46.06 M | 136.48% | 1.12% |
| RANMORE FUND MANAGEMENT LTD | 05/11/2026 | 1.40 M | $44.44 M | 47.68% | 1.08% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 1.33 M | $42.17 M | 26.24% | 1.03% |
| MARSHALL WACE, LLP | 05/15/2026 | 1.14 M | $36.07 M | -3.33% | 0.88% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.13 M | $35.82 M | -16.13% | 0.87% |
| BARCLAYS PLC | 05/15/2026 | 1.11 M | $35.17 M | 41.77% | 0.86% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.08 M | $34.32 M | 19.88% | 0.84% |
| LODGE HILL CAPITAL, LLC | 05/18/2026 | 1.05 M | $33.33 M | 31.25% | 0.81% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.01 M | $32.02 M | -4.27% | 0.78% |
| UBS GROUP AG | 05/05/2026 | 934.70 K | $29.67 M | -0.02% | 0.72% |
| BOSTON TRUST WALDEN CORP | 04/24/2026 | 895.24 K | $28.41 M | 15.32% | 0.69% |
| JUPITER ASSET MANAGEMENT LTD | 05/12/2026 | 890.54 K | $28.27 M | 16,904.74% | 0.69% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 854.59 K | $27.12 M | 68.40% | 0.66% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 808.76 K | $25.67 M | 919.41% | 0.62% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 807.64 K | $25.63 M | -52.43% | 0.62% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 788.71 K | $25.03 M | 100.00% | 0.61% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 776.72 K | $24.65 M | 145.74% | 0.60% |
| PREVATT CAPITAL LTD | 04/27/2026 | 710.00 K | $22.54 M | 102.86% | 0.55% |
| PACER ADVISORS, INC. | 06/18/2026 | 692.76 K | $21.99 M | 29.88% | 0.54% |
| JPMORGAN CHASE & CO | 05/13/2026 | 566.41 K | $17.92 M | -10.31% | 0.44% |
| SEI INVESTMENTS CO | 05/13/2026 | 532.71 K | $16.91 M | 25.18% | 0.41% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 506.20 K | $16.07 M | 42.27% | 0.39% |
| 05/15/2026 | 490.00 K | $15.55 M | 78.18% | 0.38% | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 471.61 K | $14.97 M | 73,245.88% | 0.36% |
| ROYAL BANK OF CANADA | 05/15/2026 | 428.11 K | $13.59 M | -20.35% | 0.33% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 414.66 K | $13.16 M | 30.48% | 0.32% |
| NUVEEN, LLC | 04/30/2026 | 407.89 K | $12.95 M | -40.17% | 0.32% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 398.28 K | $12.64 M | 188.76% | 0.31% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 392.28 K | $12.45 M | -43.23% | 0.30% |
| RHUMBLINE ADVISERS | 05/12/2026 | 378.28 K | $12.01 M | 0.89% | 0.29% |
| ALPS ADVISORS INC | 05/08/2026 | 369.62 K | $11.73 M | -4.90% | 0.29% |
| RWWM, INC. | 05/04/2026 | 360.35 K | $11.44 M | 100.00% | 0.28% |
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H&R Block Inc. institutional Ownership - FAQ's
During the previous two years, 871 institutional investors and hedge funds held shares of H&R Block Inc.. The most heavily invested institutionals were:
LSV ASSET MANAGEMENT: 1.59 M
Bank of New York Mellon Corp: 1.48 M
Ranmore Fund Management Ltd: 1.4 M
Boston Trust Walden Corp: 673,795
PANAGORA ASSET MANAGEMENT INC: 626,434
ALPS ADVISORS INC: 360,246
95.93% of H&R Block Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 195.66 M shares in the last 24 months. This purchase volume represents approximately $6.06 B in transactions.