H&R BLOCK INC - COMMON STOCK (HRB)

Historical Holders from Q1 2014 to Q4 2025

Type / Class: Equity / COMMON STOCK
Symbol: HRB on NYSE
Shares outstanding: 137,228,416
Price per share: $43.58
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares as of 30 Sep 2025: 117,045,349
Total reported value: $5,920,389,989
% of total 13F portfolios: 0%
Share change: -6,648,356
Value change: -$357,389,884
Avg buy value change: +0%
Avg sell value change: -0%
Number of holders: 536
Price from insider filings: $44.54

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of H&R BLOCK INC - COMMON STOCK (HRB) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
FMR LLC	10%		$860,072,233		14,408,984		FMR LLC	31 Dec 2024

As of 30 Sep 2025, H&R BLOCK INC - COMMON STOCK (HRB) has 536 institutional shareholders filing 13F forms. They hold 117,045,349 shares of 137,228,416 outstanding shares (85%) .

Top 25 institutional shareholders own 66% of the company.

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
BlackRock, Inc.	12%	16,268,038	+0.87%	0.01%	$822,674,678
FMR LLC	10%	14,383,011	+3.8%	0.04%	$727,348,877
VANGUARD GROUP INC	10%	13,659,775	-1.3%	0.01%	$690,774,823
STATE STREET CORP	3%	4,160,625	-1.4%	0.01%	$212,136,562
FULLER & THALER ASSET MANAGEMENT, INC.	3%	4,093,908	-7.6%	0.7%	$207,028,922
Boston Partners	2.8%	3,886,544	+20%	0.2%	$196,541,511
LAZARD ASSET MANAGEMENT LLC	2.3%	3,213,177	+0.84%	0.22%	$162,490,361
GEODE CAPITAL MANAGEMENT, LLC	2.2%	2,963,343	+4%	0.01%	$149,879,262
NORTHERN TRUST CORP	2%	2,750,413	+11%	0.02%	$139,088,385
AQR CAPITAL MANAGEMENT LLC	1.9%	2,593,290	+60%	0.08%	$130,961,142
DIMENSIONAL FUND ADVISORS LP	1.7%	2,316,404	+2.5%	0.03%	$117,140,553
WELLINGTON MANAGEMENT GROUP LLP	1.7%	2,304,245	+2.3%	0.02%	$116,525,670
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.5%	1,990,367	+25%	0.06%	$100,652,859
MORGAN STANLEY	1.3%	1,828,829	-11%	0.01%	$92,483,937
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.2%	1,635,448	-0.03%	0.01%	$82,704,605
ROYAL BANK OF CANADA	1.2%	1,595,392	+6.1%	0.01%	$80,679,000
LSV ASSET MANAGEMENT	1.1%	1,478,551	-8.1%	0.17%	$74,770,000
Bank of New York Mellon Corp	1%	1,431,440	-12%	0.01%	$72,387,936
CITADEL ADVISORS LLC	1%	1,396,179	-24%	0.06%	$70,604,772
MARSHALL WACE, LLP	0.87%	1,198,558	+9.8%	0.07%	$60,611,078
PRICE T ROWE ASSOCIATES INC /MD/	0.78%	1,066,857	+8.1%	0.01%	$53,952,000
Qube Research & Technologies Ltd	0.76%	1,039,119	-41%	0.07%	$52,548,248
FIRST TRUST ADVISORS LP	0.68%	938,537	+27%	0.04%	$47,461,815
BANK OF AMERICA CORP /DE/	0.65%	896,224	-11%	0%	$45,322,067
GOLDMAN SACHS GROUP INC	0.63%	862,872	-44%	0.01%	$43,635,434

Institutional Holders of H&R BLOCK INC - COMMON STOCK (HRB) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (% of par)	Investors
2025 Q4	315,517	$13,701,923	+$395,978			4,358%	17
2025 Q3	117,045,349	$5,920,389,989	-$357,389,884	$8,855,236	$10,524,460	5,057%	536
2025 Q2	123,636,260	$6,788,514,301	-$159,412,572	$14,688,564	$14,101,241	5,489%	559
2025 Q1	126,419,514	$6,944,038,493	+$47,668,412	$22,913,943	$13,079,562	5,491%	557
2024 Q4	126,100,239	$6,665,674,464	+$82,092,791	$37,334,046	$31,967,112	5,284%	546
2024 Q3	123,784,545	$7,866,058,634	-$103,895,224	$63,260,613	$45,803,590	6,355%	537
2024 Q2	126,099,234	$6,840,184,930	-$46,216,418	$39,761,436	$25,271,180	5,423%	494
2024 Q1	126,755,121	$6,225,303,418	+$51,578,698	$45,785,253	$59,133,351	4,911%	473
2023 Q4	125,957,512	$6,094,419,483	-$349,070,820	$38,995,894	$40,606,615	4,837%	463
2023 Q3	132,468,161	$5,705,280,238	-$98,753,345	$45,970,856	$49,187,438	4,306%	406
2023 Q2	134,905,048	$4,302,979,977	-$267,863,218	$31,828,569	$24,702,437	3,187%	390
2023 Q1	143,110,905	$5,044,701,355	+$47,647,821	$41,628,125	$60,640,200	3,525%	417
2022 Q4	143,342,557	$5,234,720,144	+$157,578,544	$59,979,820	$62,384,755	3,651%	447
2022 Q3	137,625,590	$5,856,599,430	-$61,204,327	$62,482,492	$107,709,772	4,254.01%	446
2022 Q2	138,375,702	$4,889,230,313	+$44,958,028	$22,956,964	$29,370,683	3,532%	422
2022 Q1	139,741,473	$3,635,293,956	-$88,488,142	$9,864,000	$15,028,000	2,604.01%	367
2021 Q4	143,591,250	$3,385,412,936	-$141,721,275	$23,349,152	$11,704,272	2,356%	374
2021 Q3	149,101,014	$3,729,146,964	-$81,451,986	$31,218,500	$18,421,000	2,500%	381
2021 Q2	152,614,864	$3,585,018,931	-$40,633,473	$31,845,960	$18,383,000	2,347.98%	378
2021 Q1	154,259,302	$3,364,260,500	-$96,403,190	$39,985,000	$18,497,000	2,180%	359
2020 Q4	160,822,457	$2,551,245,140	-$141,483,632	$23,730,000	$11,046,000	1,586%	353
2020 Q3	170,514,187	$2,778,720,798	-$193,747,706	$22,790,000	$17,601,000	1,628.99%	361
2020 Q2	183,291,550	$2,619,329,423	-$93,689,176	$16,912,000	$12,947,000	1,427.97%	370
2020 Q1	187,243,261	$2,636,407,531	-$252,638,183	$8,624,000	$8,083,000	1,407.99%	369
2019 Q4	193,756,893	$4,548,941,373	-$254,772,753	$12,394,000	$11,954,000	2,347.98%	425
2019 Q3	207,901,726	$4,907,254,392	+$11,790,821	$10,619,000	$14,186,000	2,361.99%	416
2019 Q2	206,303,593	$6,029,154,671	+$5,217,246	$19,371,000	$21,109,000	2,929.98%	434
2019 Q1	208,693,758	$4,988,110,199	+$149,026,075	$24,437,000	$24,481,000	2,394.01%	441
2018 Q4	201,531,400	$5,099,496,479	+$142,706,419	$80,660,000	$37,038,000	2,536.99%	444
2018 Q3	195,982,802	$5,031,851,971	-$45,053,753	$89,158,000	$41,795,000	2,575%	425
2018 Q2	198,620,022	$4,513,379,523	-$219,467,578	$114,861,000	$58,329,000	2,277.99%	439
2018 Q1	206,789,295	$5,230,955,905	-$50,558,285	$53,780,000	$70,595,000	2,540.95%	443
2017 Q4	210,013,944	$5,485,702,442	+$170,609,300	$111,915,000	$43,232,000	2,622%	442
2017 Q3	202,697,028	$5,375,593,913	+$250,550,252	$63,358,000	$23,051,000	2,647.99%	420
2017 Q2	192,264,561	$5,940,919,031	-$60,798,021	$24,969,000	$24,671,000	3,090.99%	436
2017 Q1	195,501,574	$4,545,770,253	+$663,259,437	$48,321,000	$61,680,000	2,324.99%	411
2016 Q4	192,808,148	$4,429,629,694	-$277,614,840	$15,879,000	$87,265,000	2,298.99%	403
2016 Q3	203,727,596	$4,713,837,583	-$28,377,010	$24,173,000	$54,656,000	2,314.94%	400
2016 Q2	206,072,932	$4,737,460,250	+$20,433,031	$17,077,000	$49,131,000	2,300%	397
2016 Q1	203,269,214	$5,369,183,081	+$38,201,054	$12,313,000	$40,556,000	2,642%	415
2015 Q4	200,531,767	$6,661,721,513	-$1,542,277,908	$19,836,000	$46,257,000	3,331%	443
2015 Q3	245,794,149	$8,896,900,108	+$238,424,201	$203,725,000	$355,787,000	3,620%	457
2015 Q2	241,427,592	$7,158,899,364	-$49,035,295	$80,729,000	$281,288,000	2,964.99%	442
2015 Q1	242,579,527	$7,780,669,405	-$17,803,269	$41,219,000	$223,890,000	3,206.99%	440
2014 Q4	242,492,460	$8,167,271,516	+$141,763,724	$53,053,000	$87,984,000	3,367.99%	435
2014 Q3	238,106,457	$7,383,663,908	+$40,187,847	$149,444,000	$226,929,000	3,101%	420
2014 Q2	236,378,626	$7,917,000,579	+$52,564,122	$43,376,000	$114,284,000	3,352%	422
2014 Q1	236,558,401	$7,140,017,282	+$108,834,901	$52,072,000	$127,437,000	3,019%	392