Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HRB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15.5M | $493.2M | -1.8% | 12.258% | 0.01% |
| 2 | FMR LLC | 15.3M | $485.2M | +4.9% | 12.060% | 0.03% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.3M | $230.8M | — | 5.737% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $179.5M | — | 4.461% | 0.00% |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | 4.3M | $135.9M | -0.1% | 3.377% | 0.46% |
| 6 | STATE STREET CORP | 4.0M | $128.5M | +0.2% | 3.151% | 0.00% |
| 7 | LAZARD ASSET MANAGEMENT LLC | 3.8M | $119.4M | +50.9% | 2.967% | 0.20% |
| 8 | CITADEL ADVISORS LLC | 3.3M | $104.3M | +91.7% | 2.593% | 0.05% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 3.2M | $99.9M | -6.5% | 2.511% | 0.05% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $99.6M | +8.5% | 2.475% | 0.01% |
| 11 | NORTHERN TRUST CORP | 3.0M | $95.7M | +24.8% | 2.379% | 0.01% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.3M | $73.2M | -8.4% | 1.821% | 0.02% |
| 13 | MORGAN STANLEY | 2.0M | $63.1M | +32.5% | 1.568% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | $56.5M | +13.0% | 1.405% | 0.01% |
| 15 | Himalaya Capital Management LLC | 1.6M | $51.6M | — | 1.283% | 1.61% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.6M | $50.6M | -11.2% | 1.258% | 0.03% |
| 17 | Bank of New York Mellon Corp | 1.5M | $48.1M | +6.8% | 1.197% | 0.01% |
| 18 | Invesco Ltd. | 1.5M | $46.1M | +136.5% | 1.145% | 0.01% |
| 19 | Ranmore Fund Management Ltd | 1.4M | $44.4M | +47.7% | 1.104% | 5.87% |
| 20 | FIRST TRUST ADVISORS LP | 1.3M | $42.2M | +26.2% | 1.048% | 0.03% |
| 21 | D. E. Shaw & Co., Inc. | 1.2M | $37.9M | -14.2% | 0.942% | 0.04% |
| 22 | MARSHALL WACE, LLP | 1.1M | $36.1M | -3.3% | 0.897% | 0.04% |
| 23 | BARCLAYS PLC | 1.1M | $35.2M | +41.8% | 0.874% | 0.01% |
| 24 | GOLDMAN SACHS GROUP INC | 1.1M | $34.3M | +19.9% | 0.853% | 0.00% |
| 25 | Lodge Hill Capital, LLC | 1.1M | $33.3M | +31.3% | 0.828% | 6.44% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HRB — a direct measure of their conviction.
Filings activity in HRB during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 477 | 4.0% | 80.87% | 29.23 pp | $3.74B | 27% |
| Q4 2025 | 497 | 6.0% | 110.10% | 13.93 pp | $5.10B | 11% |
| Q3 2025 | 529 | 4.9% | 124.03% | 10.84 pp | $5.74B | 8.0% |
| Q2 2025 | 556 | +0.7% | 134.87% | 2.13 pp | $6.24B | 1.6% |
| Q1 2025 | 552 | +2.4% | 137.00% | +0.66 pp | $6.34B | +0.5% |
| Q4 2024 | 539 | +2.3% | 136.34% | 23.46 pp | $6.31B | 15% |
| Q3 2024 | 527 | +8.4% | 159.80% | +21.42 pp | $7.40B | +15% |
| Q2 2024 | 486 | — | 138.38% | — | $6.41B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HRB stock.
Based on Q1 2026 13F filings, institutional ownership of H&R Block, Inc. stands at 80.9%, held across 477 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of HRB, with approximately 15,538,824 shares worth $0.49B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of HRB, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for HRB is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
85 institutions opened new positions in HRB during Q1 2026, while 105 fully exited. 101 added to existing positions and 288 trimmed.
HRB institutional ownership fell by 29.23 percentage points quarter-over-quarter, with a net change of -20 holders.
The top 10 institutions account for 55.5% of all reported 13F value in HRB, and the top 25 account for 75.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
H&R Block, Inc. (HRB) Institutional Ownership