H & R Block

HRB · NYSE

$48.41+$1.04 (+2.20%)TodayMarket closed ·
Prev close $47.37

Who owns HRB

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 51.3% of HRB’s shares.

  • BlackRock Institutional Trust Company, N.A.11.2%
  • Fidelity Management & Research Company LLC9.2%
  • AQR Capital Management, LLC7.6%
  • Vanguard Portfolio Management, LLC4.9%
  • Next 6 largest institutions18.5%
  • All other shareholders48.7%
Top institutional holders of HRB
HolderShares% of shares
BlackRock Institutional Trust Company, N.A.14.17M11.18%
Fidelity Management & Research Company LLC11.63M9.17%
AQR Capital Management, LLC9.62M7.59%
Vanguard Portfolio Management, LLC6.21M4.90%
Vanguard Capital Management, LLC5.71M4.51%
State Street Investment Management (US)4.16M3.28%
Fuller & Thaler Asset Management Inc.3.98M3.14%
Fidelity Institutional Asset Management3.24M2.56%
Lazard Asset Management, L.L.C.3.24M2.56%
Geode Capital Management, L.L.C.3.06M2.42%

Largest mutual fund holders

Top mutual fund holders of HRB
HolderShares% of shares
iShares Core S&P Mid-Cap ETF4.43M3.50%
Fuller & Thaler Behavioral Small-Cap Equity Fund4.06M3.21%
Vanguard Total Stock Market Index Fund4.04M3.19%
Fidelity Strategic Advisers Fidelity US Total Stk3.24M2.56%
Fidelity Series Value Discovery Fund3.08M2.43%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders sold $109.85K (1 trade) of HRB on the open market, with no buys.

Latest HRB insider transactions
InsiderTypeSharesValue
Darling Mark J.Sale2.70K$109.85K
Campbell Curtis ATax withholding2.83K$146.32K
Campbell Curtis AAward49.13K—
Darling Mark J.Tax withholding4.13K$213.26K
Darling Mark J.Award6.10K—
Manuel ScottTax withholding3.74K$192.96K
Manuel ScottAward10.84K—
Mason Tiffany LTax withholding3.51K$181.29K
Mason Tiffany LAward13.55K—
Redler Dara STax withholding12.22K$631.11K

Short interest

Settled Sep 30, 2026

Shares short
18.58M
Days to cover
7.96
% of shares outstanding
14.66%
Average daily volume
2.33M
Change since last report
+6.5%

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