Who Owns HRB?

H&R Block, Inc. — Institutional Ownership & 13F Holdings

$30.81

+0.56 (+1.85%)

Market Cap

$3.8B

Shares Outstanding

126,759,738

Institutional Holders

557

Total Inst. Value

$99.0B

% of Float Held

101.4%

QoQ Holder Change

+202

Institutional data as of Q1 2025

New Positions

129

Closed Positions

68

Increased

168

Decreased

190

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CANADA PENSION PLAN INVESTMENT BOARDNew$93.3B1,700
2BlackRock, Inc.$874.3M15,923,014
3FMR LLC$806.9M14,694,824
4VANGUARD GROUP INC$778.0M14,168,986
5FULLER & THALER ASSET MANAGEMENT, INC.$254.0M4,626,167
6STATE STREET CORP$247.5M4,476,841
7GEODE CAPITAL MANAGEMENT, LLC$148.3M2,699,471
8NORTHERN TRUST CORP$143.2M2,608,496
9DIMENSIONAL FUND ADVISORS LP$125.3M2,282,452
10MORGAN STANLEY$118.1M2,150,012

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Frequently Asked Questions

How many institutional investors hold HRB?

As of Q1 2025, 557 institutional investors report holding HRB (H&R Block, Inc.) in their 13F filings.

What percentage of H&R Block, Inc. is owned by institutions?

Institutional investors hold approximately 101.4% of H&R Block, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most HRB?

The largest institutional holder of HRB is CANADA PENSION PLAN INVESTMENT BOARD with $93.3B in shares.

Are institutions buying or selling HRB?

This quarter, 129 institutions opened new positions in HRB and 68 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.