Latest Period
Q2 2026
Security Snapshot
H&R BLOCK INC - Common Stock, without par value (HRB) Institutional Ownership
CUSIP: 093671105
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
533
Shares (Excl. Options)
127,648,599
Price
$38.08
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- Security type / class
- Equity / Common Stock, without par value
- Symbol
- HRB on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 127,648,599
- Total 13F value
- $4,862,634,987
- Portfolio coverage rank
- 0.01%
- Share change
- +6,175,229
- Value change
- +$258,154,798
- Number of holders
- 533
- Shares outstanding
- 126,698,366
- SEC-reported price per share
- $40.83
- Insider filing price
- $40.83
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, without par value is tracked under CUSIP 093671105.
- 533 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 482 to 533 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $3,855,965,768 to $4,862,634,987.
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 533 institutions filings for Q2 2026.
Security key
093671105
Latest holder period
Q2 2026
13F holders
533
13D/G owners
4
CIK / CUSIP context first
Open Q2 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
4
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 |
| AQR CAPITAL MANAGEMENT LLC | 7.6% | $380,713,514 | 9,616,406 | AQR Capital Management, LLC | 30 Jun 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2% | $210,280,706 | 6,625,101 | Vanguard Capital Management | 31 Mar 2026 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | -14% | $249,851,817 | -$40,389,718 | 6,310,983 | -14% | Vanguard Portfolio Management | 30 Jun 2026 |
As of 30 Jun 2026, 533 institutional investors reported holding 127,648,599 shares of H&R BLOCK INC - Common Stock, without par value (HRB). This represents 101% of the company’s total 126,698,366 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
75%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13% | 16,326,241 | +5.1% | 0.01% | $621,703,253 |
| FMR LLC | 12% | 15,744,303 | +3% | 0.03% | $599,543,049 |
| AQR CAPITAL MANAGEMENT LLC | 7.6% | 9,616,406 | +202% | 0.13% | $366,192,749 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.9% | 6,210,650 | -15% | 0.01% | $236,501,552 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 5,713,146 | +1% | 0% | $217,556,600 |
| STATE STREET CORP | 3.3% | 4,157,916 | +4.1% | 0% | $160,033,526 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3.1% | 3,975,923 | -7.1% | 0.41% | $151,403,129 |
| LAZARD ASSET MANAGEMENT LLC | 2.6% | 3,244,474 | -14% | 0.19% | $123,549,570 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | 3,061,311 | -2.4% | 0.01% | $116,596,456 |
| NORTHERN TRUST CORP | 2.3% | 2,934,354 | -2.7% | 0.01% | $111,740,200 |
| DIMENSIONAL FUND ADVISORS LP | 1.8% | 2,272,476 | -1.5% | 0.02% | $86,537,241 |
| MORGAN STANLEY | 1.7% | 2,185,522 | +9.9% | 0% | $83,224,723 |
| FIRST TRUST ADVISORS LP | 1.6% | 2,007,551 | +51% | 0.04% | $76,447,542 |
| GOLDMAN SACHS GROUP INC | 1.5% | 1,922,900 | +78% | 0.01% | $73,224,031 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5% | 1,912,427 | +20% | 0.03% | $72,825,220 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5% | 1,845,107 | +3.6% | 0.01% | $70,261,674 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1.4% | 1,714,217 | +263% | 0.24% | $65,277,383 |
| LSV ASSET MANAGEMENT | 1.3% | 1,591,990 | +3.9% | 0.11% | $60,623,000 |
| Bank of New York Mellon Corp | 1.2% | 1,476,375 | -2.7% | 0.01% | $56,220,362 |
| Ranmore Fund Management Ltd | 1.1% | 1,400,000 | 0% | 5.9% | $53,312,000 |
| NORGES BANK | 0.96% | 1,219,451 | 0% | $46,436,694 | |
| Framtiden Holdings Management Co LLC | 0.9% | 1,140,000 | +133% | 29% | $47,219,200 |
| ROYCE & ASSOCIATES LP | 0.84% | 1,063,355 | +37% | 0.33% | $40,492,558 |
| Invesco Ltd. | 0.77% | 977,704 | -33% | 0% | $37,230,968 |
| UBS Group AG | 0.72% | 908,285 | -2.8% | 0.01% | $34,587,493 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 127,648,599 | $4,862,634,987 | +$258,154,798 | $38.08 | 533 |
| 2026 Q1 | 121,405,809 | $3,855,965,768 | +$36,669,263 | $31.74 | 482 |
| 2025 Q4 | 117,466,848 | $5,120,599,560 | -$47,617,484 | $43.58 | 503 |
| 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 |