H&R Block, Inc. (HRB) Ownership
HRB ownership summary
as of October 18, 2026- Institutions
- 106.3% of shares outstanding
- Insiders
- 0.69% of shares outstanding
- Shares outstanding
- 122.5M
- Float
- 112.6M shares available to trade
- Short interest
- 20.67% 18.6M shares short
- Days to cover
- 9.23 short interest up 10.9% vs prior month
- Institutions 106.29%
- Insiders 0.69%
HRB top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 13.33% | 16.3M | $794.6M | +787,417 (+5.1%) | June 30, 2026 |
| 2 | FMR Inc | 12.85% | 15.7M | $766.3M | +456,900 (+3.0%) | June 30, 2026 |
| 3 | AQR Capital Management LLC | 7.85% | 9.6M | $468.0M | +6.4M (+202.1%) | June 30, 2026 |
| 4 | Vanguard Portfolio Management, LLC | 5.07% | 6.2M | $302.3M | −1.1M (−14.6%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 4.66% | 5.7M | $278.1M | +58,111 (+1.0%) | June 30, 2026 |
| 6 | State Street Corp | 3.39% | 4.2M | $202.4M | +163,123 (+4.1%) | June 30, 2026 |
| 7 | Fuller & Thaler Asset Management Inc | 3.25% | 4.0M | $193.5M | −304,370 (−7.1%) | June 30, 2026 |
| 8 | Lazard Asset Management LLC | 2.65% | 3.2M | $157.9M | −516,620 (−13.7%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 2.50% | 3.1M | $149.0M | −75,776 (−2.4%) | June 30, 2026 |
| 10 | Northern Trust Corp | 2.40% | 2.9M | $142.8M | −80,782 (−2.7%) | June 30, 2026 |
| 11 | Dimensional Fund Advisors, Inc. | 1.86% | 2.3M | $110.6M | −35,290 (−1.5%) | June 30, 2026 |
| 12 | Morgan Stanley - Brokerage Accounts | 1.78% | 2.2M | $106.4M | +197,487 (+9.9%) | June 30, 2026 |
| 13 | First Trust Advisors L.P. | 1.64% | 2.0M | $97.7M | +678,967 (+51.1%) | June 30, 2026 |
| 14 | The Goldman Sachs Group Inc | 1.57% | 1.9M | $93.6M | +841,522 (+77.8%) | June 30, 2026 |
| 15 | Arrowstreet Capital Limited Partnership | 1.56% | 1.9M | $93.1M | +318,043 (+19.9%) | June 30, 2026 |
| 16 | Charles Schwab Investment Management Inc | 1.51% | 1.8M | $89.8M | +63,484 (+3.6%) | June 30, 2026 |
| 17 | LSV Asset Management | 1.30% | 1.6M | $77.5M | +60,100 (+3.9%) | June 30, 2026 |
| 18 | Bank of New York Mellon Corp | 1.21% | 1.5M | $71.9M | −40,510 (−2.7%) | June 30, 2026 |
| 19 | Ranmore Fund Management LTD | 1.14% | 1.4M | $68.1M | — | June 30, 2026 |
| 20 | NORGES BANK | 1.00% | 1.2M | $59.4M | −373,968 (−23.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 10.1M shares and 8 cut 2.5M.
HRB top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.58% | 4.4M | $213.5M | −1,572 (−0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.28% | 4.0M | $195.7M | −18,916 (−0.5%) | August 31, 2026 |
| 3 | FullerThaler Behavioral Sm-Cp Eq R6 | 3.09% | 3.8M | $184.2M | −278,300 (−6.8%) | June 30, 2026 |
| 4 | Vanguard Small Cap Index | 2.27% | 2.8M | $135.1M | −141,450 (−4.8%) | September 30, 2026 |
| 5 | iShares Select Dividend ETF | 2.04% | 2.5M | $121.9M | −859 (−0.0%) | September 30, 2026 |
| 6 | Strategic Advisers Fidelity US TtlStk | 1.62% | 2.0M | $96.3M | −1.3M (−39.0%) | August 31, 2026 |
| 7 | Fidelity Series Value Discovery | 1.55% | 1.9M | $92.2M | −1.2M (−38.5%) | August 31, 2026 |
| 8 | Vanguard MStar Small Cap Value Index | 1.47% | 1.8M | $87.9M | −46,442 (−2.5%) | September 30, 2026 |
| 9 | Ranmore Global Equity Investor USD | 1.14% | 1.4M | $68.1M | — | July 31, 2026 |
| 10 | First Trust SMID Cp Rising Div Achv ETF | 0.90% | 1.1M | $53.9M | — | September 30, 2026 |
| 11 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.74% | 911K | $44.4M | −15,590 (−1.7%) | September 30, 2026 |
| 12 | Fidelity Equity Dividend Income | 0.68% | 839K | $40.8M | −206,000 (−19.7%) | August 31, 2026 |
| 13 | Fidelity Equity-Income | 0.56% | 689K | $33.6M | — | August 31, 2026 |
| 14 | State Farm Growth | 0.54% | 658K | $32.0M | — | June 30, 2026 |
| 15 | State Street SPDR Port S&P 400 Md CpETF | 0.53% | 652K | $31.7M | −920 (−0.1%) | September 30, 2026 |
| 16 | Schwab US Small-Cap ETF™ | 0.53% | 649K | $31.6M | +432 (+0.1%) | September 30, 2026 |
| 17 | Fidelity Extended Market Index | 0.50% | 618K | $30.1M | −9,791 (−1.6%) | August 31, 2026 |
| 18 | DFA US Small Cap I | 0.49% | 595K | $29.0M | — | August 31, 2026 |
| 19 | Royce Small-Cap Special Equity Invmt | 0.48% | 590K | $28.7M | −35,000 (−5.6%) | September 30, 2026 |
| 20 | Pacer US Small Cap Cash Cows 100 ETF | 0.43% | 523K | $25.5M | +1,176 (+0.2%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HRB insider transactions
latest 2| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-11-19 | Jeffrey J Jones II | Sell | $44.54 | 128,818 | $5.7M |
| 2025-11-12 | Jeffrey J Jones II | Sell | $46.46 | 176,449 | $8.2M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HRB shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HRB
Institutional investors own 106.3% of H&R Block's shares and insiders 0.69%. The largest holder is BlackRock Inc with 13.33% of the shares (16.3M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 8 reduced their stake in the latest filings. Short interest is 20.67% of the float, or 9.23 days of average trading volume. The share count fell 55.5% since 2014.
Related: HRB analyst forecast, HRB key metrics, HRB dividend history. See the HRB stock overview for the latest quote and news.
HRB ownership FAQ
Who owns the most H&R Block stock?
The largest shareholders of H&R Block are BlackRock Inc (13.33%), FMR Inc (12.85%), AQR Capital Management LLC (7.85%), Vanguard Portfolio Management, LLC (5.07%), Vanguard Capital Management, LLC (4.66%).
What percentage of H&R Block is owned by institutions?
Institutions hold 106.3% of H&R Block's shares outstanding; insiders hold 0.69%.
Which funds own H&R Block?
The largest fund holders of H&R Block are iShares Core S&P Mid-Cap ETF (3.58%), Vanguard MStar Total Stk Mkt Idx Invest (3.28%), FullerThaler Behavioral Sm-Cp Eq R6 (3.09%), Vanguard Small Cap Index (2.27%), iShares Select Dividend ETF (2.04%).
What is H&R Block's short interest?
18.6M shares of H&R Block were sold short, 20.67% of the float; at the average daily volume it would take 9.23 days to cover.
Are insiders buying or selling H&R Block?
Of the latest 2 reported insider transactions in H&R Block (since November 12, 2025), 0 were purchases and 2 were sales.
How many shares of H&R Block are outstanding?
H&R Block has 122.5M shares outstanding, of which 112.6M are in the public float.