H&R Block (HRB) Ownership - Who Owns H&R Block?
H&R Block (HRB) Ownership Overview
- 1.49% Insiders
- 32.39% Mutual Funds
- 3.47% Other Institutional Investors
- 34.94% ETFs
- 27.70% Public Companies and Individual Investors
The ownership structure of H&R Block (DE:HRB) stock is a mix of institutional, retail, and individual investors. Approximately 70.81% of the company’s stock is owned by Institutional Investors, 1.49% is owned by Insiders, and 27.70% is owned by Public Companies and Individual Investors.
The ownership structure of H&R Block (DE:HRB) stock is a mix of institutional, retail, and individual investors. Approximately 70.81% of the company’s stock is owned by Institutional Investors, 1.49% is owned by Insiders, and 27.70% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| Nov 19, 2025 | Jeffrey J. Jones | $5,737,554 | |
| Nov 13, 2025 | Jeffrey J. Jones | $8,197,821 |
Recent Hedge Fund Trading Activity
| Date | Firm | Activity | Value |
|---|---|---|---|
| Dec 31, 2025 | Carolina Wealth Advisors, Llc | €50,160 | |
| Dec 31, 2025 | Morningstar Investment Management Llc | €727,437 | |
| Dec 31, 2025 | Gallacher Capital Management Llc | €803,397 | |
| Dec 31, 2025 | Auxier Asset Management | €1,973,825 |
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Ishares | 14,984,942 | Institution | 12.23% | 765,685,581 |
| Vanguard | 11,390,090 | Institution | 9.30% | 581,999,429 |
| Vanguard Index Funds | 10,230,865 | Institution | 8.35% | 522,766,509 |
| Capitol Series Trust | 6,257,931 | Institution | 5.11% | 319,761,500 |
| Fidelity Devonshire Trust | 3,797,564 | Institution | 3.10% | 194,044,128 |
| First Trust | 2,798,431 | Institution | 2.28% | 142,991,429 |
| Spdr | 2,593,931 | Institution | 2.12% | 132,542,092 |
| Fidelity Rutland Square Trust Ii | 2,056,205 | Institution | 1.68% | 105,065,907 |
| Fidelity | 2,052,783 | Institution | 1.68% | 104,891,053 |
| Fidelity Select Portfolios | 1,719,300 | Institution | 1.40% | 87,851,072 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard Index Funds | 10,230,865 | Institution | 8.35% | 522,766,509 |
| Capitol Series Trust | 6,257,931 | Institution | 5.11% | 319,761,500 |
| Fidelity Devonshire Trust | 3,797,564 | Institution | 3.10% | 194,044,128 |
| Fidelity Rutland Square Trust Ii | 2,056,205 | Institution | 1.68% | 105,065,907 |
| Fidelity Select Portfolios | 1,719,300 | Institution | 1.40% | 87,851,072 |
| Dfa Investment Dimensions Group Inc | 1,180,830 | Institution | 0.96% | 60,336,871 |
| Fidelity Concord Street Trust | 1,173,119 | Institution | 0.96% | 59,942,862 |
| Fidelity Salem Street Trust | 1,037,133 | Institution | 0.85% | 52,994,385 |
| Fidelity Financial Trust | 838,600 | Institution | 0.68% | 42,849,944 |
| Fidelity Puritan Trust | 770,496 | Institution | 0.63% | 39,370,034 |
FAQ
Who Owns H&R Block (DE:HRB)?
According to the latest TipRanks data, approximately 70.81% of the company's stock is held by institutional investors, 1.49% is held by insiders, and 27.70% is held by public companies and individual investors.
What percentage of H&R Block (DE:HRB) stock is held by institutional investors?
According to the latest TipRanks data, approximately 70.81% of H&R Block (DE:HRB) stock is held by institutional investors: 32.39% by mutual funds, 34.94% by ETFs and 3.47% by other institutional investors.
What percentage of H&R Block (DE:HRB) stock is held by retail investors?
According to the latest TipRanks data, approximately 27.70% of H&R Block (DE:HRB) stock is held by public companies and individual investors.
Who owns the most shares of H&R Block (DE:HRB)?
iShares owns the most shares of H&R Block (DE: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.