| 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, 536 institutional investors reported holding 117,043,220 shares of H&R BLOCK INC - COMMON STOCK (HRB). This represents 85% of the company’s total 137,228,416 outstanding shares.
The largest institutional shareholders of H&R BLOCK INC - COMMON STOCK (HRB) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | 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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,142,926 | $49,523,859 | +$917,760 | $43.58 | 59 |
| 2025 Q3 | 117,043,220 | $5,920,280,415 | -$357,258,980 | $50.57 | 536 |
| 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 |
| 2019 Q4 | 193,756,893 | $4,548,941,373 | -$254,772,753 | $23.48 | 425 |
| 2019 Q3 | 207,901,726 | $4,907,254,392 | +$11,790,821 | $23.62 | 416 |
| 2019 Q2 | 206,303,593 | $6,029,154,671 | +$5,217,246 | $29.30 | 434 |
| 2019 Q1 | 208,693,758 | $4,988,110,199 | +$149,026,075 | $23.94 | 441 |
| 2018 Q4 | 201,531,400 | $5,099,496,479 | +$142,706,419 | $25.37 | 444 |
| 2018 Q3 | 195,982,802 | $5,031,851,971 | -$45,053,753 | $25.75 | 425 |
| 2018 Q2 | 198,620,022 | $4,513,379,523 | -$219,467,578 | $22.78 | 439 |
| 2018 Q1 | 206,789,295 | $5,230,955,905 | -$50,558,285 | $25.41 | 443 |
| 2017 Q4 | 210,013,944 | $5,485,702,442 | +$170,609,300 | $26.22 | 442 |
| 2017 Q3 | 202,697,028 | $5,375,593,913 | +$250,550,252 | $26.48 | 420 |
| 2017 Q2 | 192,264,561 | $5,940,919,031 | -$60,798,021 | $30.91 | 436 |
| 2017 Q1 | 195,501,574 | $4,545,770,253 | +$663,259,437 | $23.25 | 411 |
| 2016 Q4 | 192,808,148 | $4,429,629,694 | -$277,614,840 | $22.99 | 403 |
| 2016 Q3 | 203,727,596 | $4,713,837,583 | -$28,377,010 | $23.15 | 400 |
| 2016 Q2 | 206,072,932 | $4,737,460,250 | +$20,433,031 | $23.00 | 397 |
| 2016 Q1 | 203,269,214 | $5,369,183,081 | +$38,201,054 | $26.42 | 415 |
| 2015 Q4 | 200,531,767 | $6,661,721,513 | -$1,542,277,908 | $33.31 | 443 |
| 2015 Q3 | 245,794,149 | $8,896,900,108 | +$238,424,201 | $36.20 | 457 |
| 2015 Q2 | 241,427,592 | $7,158,899,364 | -$49,035,295 | $29.65 | 442 |
| 2015 Q1 | 242,579,527 | $7,780,669,405 | -$17,803,269 | $32.07 | 440 |
| 2014 Q4 | 242,492,460 | $8,167,271,516 | +$141,763,724 | $33.68 | 435 |
| 2014 Q3 | 238,106,457 | $7,383,663,908 | +$40,187,847 | $31.01 | 420 |
| 2014 Q2 | 236,378,626 | $7,917,000,579 | +$52,564,122 | $33.52 | 422 |
| 2014 Q1 | 236,558,401 | $7,140,017,282 | +$108,834,901 | $30.19 | 392 |