H&R Block (HRB) Ownership - Who Owns H&R Block?

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H&R Block (HRB) Ownership Overview

1.39% Insiders

33.46% Mutual Funds

16.84% Other Institutional Investors

31.62% ETFs

16.70% Public Companies and

Individual Investors

The ownership structure of H&R Block (HRB) stock is a mix of institutional, retail, and individual investors. Approximately 81.92% of the company’s stock is owned by Institutional Investors, 1.39% is owned by Insiders, and 16.70% is owned by Public Companies and Individual Investors.

The ownership structure of H&R Block (HRB) stock is a mix of institutional, retail, and individual investors. Approximately 50.30% of the company’s stock is owned by Institutional Investors, 1.39% is owned by Insiders, and 31.62% is owned by Public Companies and Individual Investors.

Recent Insider Trading Activity

Date	Name	Activity	Value
Nov 20, 2025	Jeffrey J. Jones	xxxxxxxxxxxxx	$5737554
Nov 14, 2025	Jeffrey J. Jones	xxxxxxxxxxxxx	$8197821

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Recent Hedge Fund Trading Activity

Date	Firm	Activity	Value
Mar 31, 2024	Bridgewater Associates, Lp	xxxxxxxxxxxxx	$1476830
Mar 31, 2024	Auxier Asset Management	xxxxxxxxxxxxx	$1371549
Mar 31, 2024	Maverick Capital Ltd	xxxxxxxxxxxxx	$632991
Mar 31, 2024	Hotchkis & Wiley Capital Management Llc	xxxxxxxxxxxxx	$10367871

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Top Shareholders

# of Shares	Type	% Holding	Value
14,999,279	Institution	11.83%	558,723,143
11,434,885	Institution	9.02%	425,949,466
10,035,400	Institution	7.92%	373,818,650
6,568,631	Institution	5.18%	244,681,505
3,548,664	Institution	2.80%	132,187,734
2,569,494	Institution	2.03%	95,713,652
2,387,606	Institution	1.88%	88,938,324
2,218,718	Institution	1.75%	82,647,246
1,739,826	Institution	1.37%	64,808,519
1,719,300	Institution	1.36%	64,043,925

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
10,035,400	Institution	7.92%	373,818,650
6,568,631	Institution	5.18%	244,681,505
3,548,664	Institution	2.80%	132,187,734
2,569,494	Institution	2.03%	95,713,652
2,218,718	Institution	1.75%	82,647,246
1,719,300	Institution	1.36%	64,043,925
1,436,800	Institution	1.13%	53,520,800
1,190,861	Institution	0.94%	44,359,572
1,150,523	Institution	0.91%	42,856,982
1,080,957	Institution	0.85%	40,265,648

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
iShares S&P Mid-Cap ETF CDI	4,730,533	Institution	3.73%	161,736,923
iShares Core S&P Mid-Cap ETF	4,281,949	Institution	3.38%	157,019,070
Vanguard Total Stock Market ETF	4,013,002	Institution	3.17%	127,372,683
Vanguard Small-Cap ETF	2,928,067	Institution	2.31%	92,936,847
iShares Select Dividend ETF	2,525,561	Institution	1.99%	92,612,322
Vanguard Small Cap Value ETF	1,862,395	Institution	1.47%	59,112,417
Vanguard Extended Market ETF	1,416,893	Institution	1.12%	44,972,184
SPDR S&P Midcap 400 ETF Trust	959,293	Institution	0.76%	34,256,353
First Trust SMID Cap Rising Dividend Achievers ETF	790,461	Institution	0.62%	28,986,205
Invesco High Yield Equity Dividend Achievers ETF	696,960	Institution	0.55%	25,557,523

FAQ

Who Owns H&R Block (HRB)?

According to the latest TipRanks data, approximately 16.84% of the company's stock is held by institutional investors, 1.39% is held by insiders, and 16.70% is held by retail investors.

What percentage of H&R Block (HRB) stock is held by institutional investors?

According to the latest TipRanks data, approximately 16.84% of H&R Block (HRB) stock is held by institutional investors.

What percentage of H&R Block (HRB) stock is held by retail investors?

According to the latest TipRanks data, approximately 16.70% of H&R Block (HRB) stock is held by retail investors.

Who owns the most shares of H&R Block (HRB)?

iShares owns the most shares of H&R Block (HRB).

What is the significance of the ownership structure for a publicly traded company?

The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.