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

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H&R Block (HRB) Ownership Overview

1.39% Insiders

33.39% Mutual Funds

13.77% Other Institutional Investors

30.01% ETFs

21.45% Public Companies and

Individual Investors

The ownership structure of H&R Block (HRB) stock is a mix of institutional, retail, and individual investors. Approximately 77.17% of the company’s stock is owned by Institutional Investors, 1.39% is owned by Insiders, and 21.45% 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 47.16% of the company’s stock is owned by Institutional Investors, 1.39% is owned by Insiders, and 30.01% 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, 2025	Carolina Wealth Advisors, Llc	xxxxxxxxxxxxx	$50160
Dec 31, 2025	Morningstar Investment Management Llc	xxxxxxxxxxxxx	$727437
Dec 31, 2025	Gallacher Capital Management Llc	xxxxxxxxxxxxx	$803397
Dec 31, 2025	Auxier Asset Management	xxxxxxxxxxxxx	$1973825

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Top Shareholders

# of Shares	Type	% Holding	Value
15,146,769	Institution	11.95%	462,127,922
11,242,611	Institution	8.87%	343,012,062
10,035,400	Institution	7.92%	306,180,054
6,568,631	Institution	5.18%	200,408,932
3,316,264	Institution	2.62%	101,179,215
2,795,794	Institution	2.21%	85,299,675
2,287,251	Institution	1.80%	69,784,028
2,218,718	Institution	1.75%	67,693,086
1,733,311	Institution	1.37%	52,883,319
1,719,300	Institution	1.36%	52,455,843

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
10,035,400	Institution	7.92%	306,180,054
6,568,631	Institution	5.18%	200,408,932
3,316,264	Institution	2.62%	101,179,215
2,795,794	Institution	2.21%	85,299,675
2,218,718	Institution	1.75%	67,693,086
1,719,300	Institution	1.36%	52,455,843
1,242,155	Institution	0.98%	37,898,149
1,101,161	Institution	0.87%	33,596,422
967,305	Institution	0.76%	29,512,476
905,300	Institution	0.71%	27,620,703

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	4,088,179	Institution	3.23%	124,730,341
Vanguard Total Stock Market ETF	3,961,869	Institution	3.13%	156,295,732
iShares Select Dividend ETF	2,914,178	Institution	2.30%	88,911,571
Vanguard Small-Cap ETF	2,863,708	Institution	2.26%	112,973,281
Vanguard Small Cap Value ETF	1,838,649	Institution	1.45%	72,534,703
Vanguard Extended Market ETF	1,364,369	Institution	1.08%	53,824,357
SPDR S&P Midcap 400 ETF Trust	929,812	Institution	0.73%	28,368,564
First Trust SMID Cap Rising Dividend Achievers ETF	772,783	Institution	0.61%	23,577,609
Schwab U.S. Small-Cap ETF	614,688	Institution	0.48%	18,575,871

FAQ

Who Owns H&R Block (HRB)?

According to the latest TipRanks data, approximately 13.77% of the company's stock is held by institutional investors, 1.39% is held by insiders, and 21.45% 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 13.77% 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 21.45% 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.