Latest Period
Q1 2026
Security Snapshot
H&R BLOCK INC - Common Stock (HRB) Institutional Ownership
CUSIP: 093671105
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
477
Shares (Excl. Options)
120,690,313
Price
$31.74
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- HRB on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 120,690,313
- Total 13F value
- $3,833,256,127
- Portfolio coverage rank
- 0.01%
- Share change
- +3,351,706
- Value change
- +$8,281,283
- Number of holders
- 477
- Shares outstanding
- 126,917,644
- SEC-reported price per share
- $31.43
- Insider filing price
- $31.43
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- HRB - H&R BLOCK INC - Common Stock is tracked under CUSIP 093671105.
- 477 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 502 to 477 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $5,120,592,108 to $3,833,256,127.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 477 institutions filings for Q1 2026.
Security key
093671105
Latest holder period
Q1 2026
13F holders
477
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
HRB full holder history
H&R BLOCK INC SEC filings
H&R BLOCK INC company facts
H&R BLOCK INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 093671105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
HRB
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 12% | +9.1% | $634,844,716 | +$6,901,198 | 14,567,341 | +1.1% | FMR LLC | 31 Dec 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8% | $232,691,748 | 7,331,183 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2% | $210,280,706 | 6,625,101 | Vanguard Capital Management | 31 Mar 2026 |
As of 31 Mar 2026, 477 institutional investors reported holding 120,690,313 shares of H&R BLOCK INC - Common Stock (HRB). This represents 95% of the company’s total 126,917,644 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
70%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | 15,538,824 | -1.8% | 0.01% | $493,202,276 |
| FMR LLC | 12% | 15,287,403 | +4.9% | 0.03% | $485,222,178 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.7% | 7,272,325 | 0% | 0.01% | $230,823,596 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 5,655,035 | 0% | 0% | $179,490,811 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3.4% | 4,280,293 | -0.12% | 0.46% | $135,856,513 |
| STATE STREET CORP | 3.1% | 3,994,793 | +0.24% | 0% | $128,452,825 |
| LAZARD ASSET MANAGEMENT LLC | 3% | 3,761,094 | +51% | 0.2% | $119,377,124 |
| CITADEL ADVISORS LLC | 2.5% | 3,183,175 | +99% | 0.07% | $101,033,975 |
| AQR CAPITAL MANAGEMENT LLC | 2.5% | 3,182,725 | -6.5% | 0.05% | $99,937,562 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 3,137,087 | +8.5% | 0.01% | $99,589,136 |
| NORTHERN TRUST CORP | 2.4% | 3,015,136 | +25% | 0.01% | $95,700,416 |
| DIMENSIONAL FUND ADVISORS LP | 1.8% | 2,307,766 | -8.4% | 0.02% | $73,248,091 |
| MORGAN STANLEY | 1.6% | 1,988,035 | +32% | 0% | $63,100,258 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4% | 1,781,623 | +13% | 0.01% | $56,548,714 |
| Himalaya Capital Management LLC | 1.3% | 1,626,906 | 1.6% | $51,637,996 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.3% | 1,594,384 | -11% | 0.03% | $50,605,748 |
| LSV ASSET MANAGEMENT | 1.2% | 1,531,890 | -0.17% | 0.1% | $48,622,000 |
| Bank of New York Mellon Corp | 1.2% | 1,516,885 | +6.8% | 0.01% | $48,145,932 |
| Invesco Ltd. | 1.1% | 1,451,084 | +136% | 0.01% | $46,057,406 |
| Ranmore Fund Management Ltd | 1.1% | 1,400,000 | +48% | 5.9% | $44,436,000 |
| FIRST TRUST ADVISORS LP | 1% | 1,328,584 | +26% | 0.03% | $42,169,256 |
| MARSHALL WACE, LLP | 0.9% | 1,136,544 | -3.3% | 0.04% | $36,073,906 |
| D. E. Shaw & Co., Inc. | 0.89% | 1,128,669 | -16% | 0.03% | $35,823,954 |
| BARCLAYS PLC | 0.87% | 1,108,222 | +42% | 0.01% | $35,174,966 |
| GOLDMAN SACHS GROUP INC | 0.85% | 1,081,378 | +20% | 0% | $34,322,931 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 120,690,313 | $3,833,256,127 | +$8,281,283 | $31.74 | 477 |
| 2025 Q4 | 117,466,677 | $5,120,592,108 | -$47,617,484 | $43.58 | 502 |
| 2025 Q3 | 117,041,070 | $5,920,141,072 | -$350,103,695 | $50.57 | 537 |
| 2025 Q2 | 123,636,260 | $6,788,514,301 | -$159,412,572 | $54.89 | 559 |
| 2025 Q1 | 126,419,514 | $6,944,038,493 | +$47,668,412 | $54.91 | 557 |
| 2024 Q4 | 126,100,239 | $6,665,674,464 | +$82,092,791 | $52.84 | 546 |
| 2024 Q3 | 123,784,545 | $7,866,058,634 | -$103,895,224 | $63.55 | 537 |
| 2024 Q2 | 126,099,234 | $6,840,184,930 | -$46,216,418 | $54.23 | 494 |
| 2024 Q1 | 126,755,121 | $6,225,303,418 | +$51,578,698 | $49.11 | 473 |
| 2023 Q4 | 125,957,512 | $6,094,419,483 | -$349,070,820 | $48.37 | 463 |
| 2023 Q3 | 132,468,161 | $5,705,280,238 | -$98,753,345 | $43.06 | 406 |
| 2023 Q2 | 134,905,048 | $4,302,979,977 | -$267,863,218 | $31.87 | 390 |
| 2023 Q1 | 143,110,905 | $5,044,701,355 | +$47,647,821 | $35.25 | 417 |
| 2022 Q4 | 143,342,557 | $5,234,720,144 | +$157,578,544 | $36.51 | 447 |
| 2022 Q3 | 137,625,590 | $5,856,599,430 | -$61,204,327 | $42.54 | 446 |
| 2022 Q2 | 138,375,702 | $4,889,230,313 | +$44,958,028 | $35.32 | 422 |
| 2022 Q1 | 139,741,473 | $3,635,293,956 | -$88,488,142 | $26.04 | 367 |
| 2021 Q4 | 143,591,250 | $3,385,412,936 | -$141,721,275 | $23.56 | 374 |
| 2021 Q3 | 149,101,014 | $3,729,146,964 | -$81,451,986 | $25.00 | 381 |
| 2021 Q2 | 152,614,864 | $3,585,018,931 | -$40,633,473 | $23.48 | 378 |
| 2021 Q1 | 154,259,302 | $3,364,260,500 | -$96,403,190 | $21.80 | 359 |
| 2020 Q4 | 160,822,457 | $2,551,245,140 | -$141,483,632 | $15.86 | 353 |
| 2020 Q3 | 170,514,187 | $2,778,720,798 | -$193,747,706 | $16.29 | 361 |
| 2020 Q2 | 183,291,550 | $2,619,329,423 | -$93,689,176 | $14.28 | 370 |
| 2020 Q1 | 187,243,261 | $2,636,407,531 | -$252,638,183 | $14.08 | 369 |