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

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H&R Block (HRB) Ownership Overview

1.49% Insiders

32.31% Mutual Funds

3.26% Other Institutional Investors

34.70% ETFs

28.24% Public Companies and

Individual Investors

The ownership structure of H&R Block (HRB) stock is a mix of institutional, retail, and individual investors. Approximately 70.27% of the company’s stock is owned by Institutional Investors, 1.49% is owned by Insiders, and 28.24% 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 35.56% of the company’s stock is owned by Institutional Investors, 1.49% is owned by Insiders, and 34.70% 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
Jun 30, 2026	Royce & Associates Llc	xxxxxxxxxxxxx	$40492558
Jun 30, 2026	Bridgewater Associates, Lp	xxxxxxxxxxxxx	$333543
Jun 30, 2026	Auxier Asset Management	xxxxxxxxxxxxx	$1607395
Jun 30, 2026	Carolina Wealth Advisors, Llc	xxxxxxxxxxxxx	$2232592

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Top Shareholders

# of Shares	Type	% Holding	Value
14,985,221	Institution	12.23%	716,293,564
11,390,090	Institution	9.30%	544,446,302
10,230,865	Institution	8.35%	489,035,347
6,257,931	Institution	5.11%	299,129,102
3,797,564	Institution	3.10%	181,523,559
2,689,621	Institution	2.20%	128,563,884
2,597,618	Institution	2.12%	124,166,140
2,056,496	Institution	1.68%	98,300,509
2,056,205	Institution	1.68%	98,286,599
1,719,300	Institution	1.40%	82,182,540

Top Mutual Fund Holders

# of Shares	Type	% Holding	Value
10,230,865	Institution	8.35%	489,035,347
6,257,931	Institution	5.11%	299,129,102
3,797,564	Institution	3.10%	181,523,559
2,056,205	Institution	1.68%	98,286,599
1,719,300	Institution	1.40%	82,182,540
1,180,830	Institution	0.96%	56,443,674
1,173,119	Institution	0.96%	56,075,088
1,037,133	Institution	0.85%	49,574,957
838,600	Institution	0.68%	40,085,080
770,496	Institution	0.63%	36,829,709

Top ETF Holders

Holder	# of Shares	Type	% Holding	Value
iShares	4,730,533	Institution	3.86%	161,736,923
iShares	4,423,135	Institution	3.61%	211,425,853
Vanguard	3,923,054	Institution	3.20%	160,256,756
Vanguard	2,775,817	Institution	2.27%	113,392,124
iShares	2,504,086	Institution	2.04%	119,695,311
Vanguard	1,805,812	Institution	1.47%	73,767,420
Vanguard	1,388,151	Institution	1.13%	56,705,968
First Trust	1,097,908	Institution	0.90%	52,480,002
DFA	985,376	Institution	0.80%	47,278,340
SPDR	927,627	Institution	0.76%	44,340,571

FAQ

Who Owns H&R Block (HRB)?

According to the latest TipRanks data, approximately 3.26% of the company's stock is held by institutional investors, 1.49% is held by insiders, and 28.24% 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 3.26% 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 28.24% 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.