H&R Block (HRB) Ownership - Who Owns H&R Block?

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H&R Block (HRB) Ownership Overview

1.38% Insiders

31.43% Mutual Funds

16.95% Other Institutional Investors

31.61% ETFs

18.63% Public Companies and

Individual Investors

The ownership structure of H&R Block (HRB) stock is a mix of institutional, retail, and individual investors. Approximately 79.99% of the company’s stock is owned by Institutional Investors, 1.38% is owned by Insiders, and 18.63% is owned by Public Companies and Individual Investors.

The ownership structure of H&R Block (HRB) stock is a mix of institutional, retail, and individual investors. Approximately 48.37% of the company’s stock is owned by Institutional Investors, 1.38% is owned by Insiders, and 31.61% is owned by Public Companies and Individual Investors.

Recent Insider Trading Activity

Date	Name	Activity	Value
Nov 20, 2025	Jeffrey J. Jones	xxxxxxxxxxxxx	$5737554
Nov 14, 2025	Jeffrey J. Jones	xxxxxxxxxxxxx	$8197821

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Recent Hedge Fund Trading Activity

Date	Firm	Activity	Value
Mar 31, 2024	Bridgewater Associates, Lp	xxxxxxxxxxxxx	$1476830
Mar 31, 2024	Auxier Asset Management	xxxxxxxxxxxxx	$1371549
Mar 31, 2024	Royce & Associates Llc	xxxxxxxxxxxxx	$24652966
Mar 31, 2024	Maverick Capital Ltd	xxxxxxxxxxxxx	$632991

Show More Hedge Fund Trading Activity >

Top Shareholders

# of Shares	Type	% Holding	Value
15,027,145	Institution	11.85%	572,383,953
11,519,487	Institution	9.09%	438,777,260
10,208,958	Institution	8.05%	388,859,210
6,568,631	Institution	5.18%	250,199,155
3,548,664	Institution	2.80%	135,168,612
2,569,494	Institution	2.03%	97,872,026
2,392,456	Institution	1.89%	91,128,649
1,767,772	Institution	1.39%	67,334,435
1,719,300	Institution	1.36%	65,488,137
1,547,368	Institution	1.22%	58,939,247

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
10,208,958	Institution	8.05%	388,859,210
6,568,631	Institution	5.18%	250,199,155
3,548,664	Institution	2.80%	135,168,612
2,569,494	Institution	2.03%	97,872,026
1,719,300	Institution	1.36%	65,488,137
1,436,800	Institution	1.13%	54,727,712
1,190,861	Institution	0.94%	45,359,895
1,150,523	Institution	0.91%	43,823,421
1,101,908	Institution	0.87%	41,971,676
1,078,733	Institution	0.85%	41,088,940

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
iShares S&P Mid-Cap ETF CDI	4,730,533	Institution	3.73%	161,736,923
iShares Core S&P Mid-Cap ETF	4,311,379	Institution	3.40%	164,220,426
Vanguard Total Stock Market ETF	4,023,173	Institution	3.17%	127,655,279
Vanguard Small-Cap ETF	2,922,789	Institution	2.31%	92,740,095
iShares Select Dividend ETF	2,498,932	Institution	1.97%	95,184,320
Vanguard Small Cap Value ETF	1,877,271	Institution	1.48%	59,565,809
Vanguard Extended Market ETF	1,429,573	Institution	1.13%	45,360,351
SPDR S&P Midcap 400 ETF Trust	961,290	Institution	0.76%	36,615,536
First Trust SMID Cap Rising Dividend Achievers ETF	797,427	Institution	0.63%	30,373,994
Invesco High Yield Equity Dividend Achievers ETF	690,986	Institution	0.55%	26,319,657

FAQ

Who Owns H&R Block (HRB)?

According to the latest TipRanks data, approximately 16.95% of the company's stock is held by institutional investors, 1.38% is held by insiders, and 18.63% is held by retail investors.

What percentage of H&R Block (HRB) stock is held by institutional investors?

According to the latest TipRanks data, approximately 16.95% of H&R Block (HRB) stock is held by institutional investors.

What percentage of H&R Block (HRB) stock is held by retail investors?

According to the latest TipRanks data, approximately 18.63% of H&R Block (HRB) stock is held by retail investors.

Who owns the most shares of H&R Block (HRB)?

iShares owns the most shares of H&R Block (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.