HRB

H&R Block, Inc.

TickerHRB
Sector · IndustryConsumer CyclicalPersonal Services
13D/G
SecurityCommon Stock · US
CUSIP093671105

HRB institutional ownership changes in Q2 2026: 112 institutions opened or added positions, 97 trimmed or exited. HRB (H&R Block, Inc.) is held by 204 institutional investors as of Q2 2026. Top institutional shareholders: BlackRock, Inc. ($621.7M), FMR LLC ($599.5M), AQR Capital Management LLC ($366.2M). Institutions were buying, on balance.

204
Holders
(9 Elite)
$4.4B
Total Value
54% (209)
Consensus
112 buying97 selling
Fund holdings as of
HRB

Smart Money Verdict

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Held by 204 funds
9 elite

Who's Trading

Source dates: Price Nov 6, 2026 · Insiders Nov 3, 2026 · Activists Nov 5, 2026 · Congress Oct 10, 2025

ActivistFMR LLCFMR LLC9.1%
InsiderWMWasleski April M.Tax 502 sh
InsiderDJDarling Mark J.Sell $110K
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Top Holders

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Action
Increased
16.3M(+5.1%)$621.7M0.0%-8.09%
33
Increased
15.7M(+3.0%)$599.5M0.0%+74.11%
32
Increased
9.6M(+202.1%)$366.2M0.1%+36.33%
60
Decreased
6.2M(-14.6%)$236.5M0.0%+70.81%
0
Increased
5.7M(+1.0%)$217.6M0.0%+70.44%
31
Increased
4.2M(+4.1%)$160M0.0%+159.67%
32
Decreased
4M(-7.1%)$151.4M0.4%+40.22%
0
Decreased
3.2M(-13.7%)$123.5M0.2%+47.03%
0
Decreased
3.1M(-2.4%)$116.6M0.0%+93.63%
0
Decreased
2.9M(-2.7%)$111.7M0.0%+72.17%
0
Decreased
2.3M(-1.5%)$86.5M0.0%+112.17%
0
Increased
2.2M(+9.9%)$83.2M0.0%+10.39%
33
Increased
2M(+51.1%)$76.4M0.0%+25.67%
41
Increased
1.9M(+77.8%)$73.2M0.0%+28.72%
45
Increased
1.9M(+19.9%)$72.8M0.0%+29.02%
35
Increased
1.8M(+3.6%)$70.3M0.0%+66.83%
31
Increased
1.7M(+263.5%)$65.3M0.2%+47.95%
57
Decreased
1.5M(-2.7%)$56.2M0.0%+163.16%
0
Increased
1.1M(+36.9%)$40.5M0.3%+50.06%
45
Decreased
977,704(-32.6%)$37.2M0.0%+49.88%
0

Showing 1-20 of 219

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HRBHRBH&R Block, Inc.

Other Consumer Cyclical stocks held by institutions

Questions investors ask about HRB

Who owns HRB?

204 institutional investors held HRB on June 30, 2026, led by BlackRock, Inc. ($621.7M), FMR LLC ($599.5M) and AQR Capital Management LLC ($366.2M).

How many hedge funds hold HRB?

204 institutional investors reported HRB in their 13F filings for the quarter ended June 30, 2026, $4.4B in all. 9 of them are rated Elite.

Are institutions buying or selling HRB?

Buying, on balance. In Q2 2026, 112 institutions opened or added to positions in HRB and 97 institutions trimmed or exited.

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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