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

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H&R Block (HRB) Ownership Overview

1.44% Insiders

32.34% Mutual Funds

15.99% Other Institutional Investors

33.80% ETFs

16.44% Public Companies and

Individual Investors

The ownership structure of H&R Block (HRB) stock is a mix of institutional, retail, and individual investors. Approximately 82.12% of the company’s stock is owned by Institutional Investors, 1.44% is owned by Insiders, and 16.44% 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 48.32% of the company’s stock is owned by Institutional Investors, 1.44% is owned by Insiders, and 33.80% 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, 2026	Bridgewater Associates, Lp	xxxxxxxxxxxxx	$1476830
Mar 31, 2026	Auxier Asset Management	xxxxxxxxxxxxx	$1371549
Mar 31, 2026	Royce & Associates Llc	xxxxxxxxxxxxx	$24652966
Mar 31, 2026	Maverick Capital Ltd	xxxxxxxxxxxxx	$632991

Show More Hedge Fund Trading Activity >

Top Shareholders

# of Shares	Type	% Holding	Value
15,040,239	Institution	12.20%	766,149,775
11,540,535	Institution	9.36%	587,874,853
10,208,958	Institution	8.28%	520,044,321
6,568,631	Institution	5.33%	334,606,063
3,635,564	Institution	2.95%	185,195,630
2,599,452	Institution	2.11%	132,416,085
2,569,494	Institution	2.08%	130,890,024
2,422,769	Institution	1.97%	123,415,853
1,872,387	Institution	1.52%	95,379,394
1,719,300	Institution	1.39%	87,581,142

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
10,208,958	Institution	8.28%	520,044,321
6,568,631	Institution	5.33%	334,606,063
3,635,564	Institution	2.95%	185,195,630
2,569,494	Institution	2.08%	130,890,024
1,719,300	Institution	1.39%	87,581,142
1,436,800	Institution	1.17%	73,190,592
1,204,909	Institution	0.98%	61,378,064
1,198,955	Institution	0.97%	61,074,768
1,174,953	Institution	0.95%	59,852,106
1,101,908	Institution	0.89%	56,131,194

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
iShares S&P Mid-Cap ETF CDI	4,730,533	Institution	3.84%	161,736,923
iShares Core S&P Mid-Cap ETF	4,382,008	Institution	3.55%	223,219,488
Vanguard Total Stock Market ETF	4,040,623	Institution	3.28%	177,908,631
Vanguard Small-Cap ETF	2,908,393	Institution	2.36%	110,751,605
iShares Select Dividend ETF	2,498,932	Institution	2.03%	127,295,596
Vanguard Small Cap Value ETF	1,850,831	Institution	1.50%	81,492,089
Vanguard Extended Market ETF	1,461,241	Institution	1.19%	64,338,441
First Trust SMID Cap Rising Dividend Achievers ETF	1,069,384	Institution	0.87%	54,474,421
SPDR S&P Midcap 400 ETF Trust	926,488	Institution	0.75%	47,195,299
Pacer US Small Cap Cash Cows 100 ETF	747,187	Institution	0.61%	37,456,484

FAQ

Who Owns H&R Block (HRB)?

According to the latest TipRanks data, approximately 15.99% of the company's stock is held by institutional investors, 1.44% is held by insiders, and 16.44% 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 15.99% 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 16.44% 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.