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

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H&R Block (HRB) Ownership Overview

1.39% Insiders

33.23% Mutual Funds

0.22% Other Institutional Investors

31.33% ETFs

33.84% Public Companies and

Individual Investors

The ownership structure of H&R Block (HRB) stock is a mix of institutional, retail, and individual investors. Approximately 64.78% of the company’s stock is owned by Institutional Investors, 1.39% is owned by Insiders, and 33.84% 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 33.44% of the company’s stock is owned by Institutional Investors, 1.39% is owned by Insiders, and 31.33% 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
Dec 31, 2023	Bridgewater Associates, Lp	xxxxxxxxxxxxx	$19857445
Dec 31, 2023	Auxier Asset Management	xxxxxxxxxxxxx	$1973825
Dec 31, 2023	Maverick Capital Ltd	xxxxxxxxxxxxx	$4986685
Dec 31, 2023	Royce & Associates Llc	xxxxxxxxxxxxx	$13774200

Show More Hedge Fund Trading Activity >

Top Shareholders

# of Shares	Type	% Holding	Value
14,953,563	Institution	11.80%	456,382,743
11,302,301	Institution	8.92%	344,946,227
10,035,400	Institution	7.92%	306,280,408
6,568,631	Institution	5.18%	200,474,618
3,548,664	Institution	2.80%	108,305,225
2,795,794	Institution	2.21%	85,327,633
2,365,573	Institution	1.87%	72,197,288
2,218,718	Institution	1.75%	67,715,273
1,742,950	Institution	1.38%	53,194,834
1,719,300	Institution	1.36%	52,473,036

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
10,035,400	Institution	7.92%	306,280,408
6,568,631	Institution	5.18%	200,474,618
3,548,664	Institution	2.80%	108,305,225
2,795,794	Institution	2.21%	85,327,633
2,218,718	Institution	1.75%	67,715,273
1,719,300	Institution	1.36%	52,473,036
1,239,177	Institution	0.98%	37,819,682
1,150,523	Institution	0.91%	35,113,962
1,080,957	Institution	0.85%	32,990,808
905,300	Institution	0.71%	27,629,756

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	4,258,324	Institution	3.36%	129,964,048
Vanguard Total Stock Market ETF	3,993,340	Institution	3.15%	122,276,071
Vanguard Small-Cap ETF	2,873,104	Institution	2.27%	87,974,444
iShares Select Dividend ETF	2,504,239	Institution	1.98%	76,429,374
Vanguard Small Cap Value ETF	1,843,901	Institution	1.45%	56,460,249
Vanguard Extended Market ETF	1,377,420	Institution	1.09%	42,176,600
SPDR S&P Midcap 400 ETF Trust	955,932	Institution	0.75%	29,175,045
First Trust SMID Cap Rising Dividend Achievers ETF	779,821	Institution	0.62%	23,800,137
Invesco High Yield Equity Dividend Achievers ETF	696,136	Institution	0.55%	21,246,071

FAQ

Who Owns H&R Block (HRB)?

According to the latest TipRanks data, approximately 0.22% of the company's stock is held by institutional investors, 1.39% is held by insiders, and 33.84% 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 0.22% 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 33.84% 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.