HRB Institutional Ownership
Who owns H&R Block Inc and what the big funds did with it last quarter, from every SEC 13F filing. 541 funds reported holding HRB at Jun 30, 2026, together owning 103.9% of the company.
- ▲316 buying vs 205 selling
- ▲Held by funds +5.3 pts
- ▲Funds holding +52
- ▼Superinvestors: 0 added, 4 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 541 | 489 | +10.6% |
| In funds' top 10 | 5 | 7 | −28.6% |
| 13F shares | 128M | 121M | +5.4% |
| Held by funds | 103.9% | 98.6% | +5.3 pts |
| New positions | 120 | 74 | +62.2% |
| Increased | 196 | 211 | −7.1% |
| Reduced | 139 | 136 | +2.2% |
| Sold out | 66 | 97 | −32.0% |
| Calls (shares) | 133K | 223K | −40.4% |
| Puts (shares) | 163K | 305K | −46.7% |
| Put/call ratio | 1.22 | 1.37 | −10.5% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in HRB
All superinvestors →
Who owns HRB
share of fund held shares- Index and passive funds36.6%
- Active managers and hedge funds51.3%
- Banks and brokers9.2%
- Pensions, insurers and other3.0%
The top 10 holders own 55.4% of all HRB shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
175 funds changed their position- Boston Trust Walden CorpSold out−674K sh
- Ranmore Fund Management LtdTrimmed−324K sh
- Mackenzie Financial CorpAdded+247K sh
- BI Asset Management Fondsmaeglerselskab A/SNew+229K sh
- Assenagon Asset Management S.A.Sold out−234K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.24% | 16.3M | $622M | +787K |
| 2 | Fmr LLC | 12.77% | 15.7M | $600M | +457K |
| 3 | AQR Capital Management LLC | 7.80% | 9.6M | $366M | +6.4M |
| 4 | Vanguard Portfolio Management LLC | 5.04% | 6.2M | $237M | −1.1M |
| 5 | Vanguard Capital Management LLC | 4.63% | 5.7M | $218M | +58K |
| 6 | State Street Corp | 3.37% | 4.2M | $160M | +163K |
| 7 | Fuller & Thaler Asset Management, Inc. | 3.23% | 4M | $151M | −304K |
| 8 | Lazard Asset Management LLC | 2.63% | 3.2M | $124M | −517K |
| 9 | Geode Capital Management, LLC | 2.48% | 3.1M | $117M | −76K |
| 10 | Northern Trust Corp | 2.38% | 2.9M | $112M | −81K |
- AQR Capital Management LLC+6.4M sh+$245M
- Los Angeles Capital Management LLC+1.2M sh+$47.3M
- Norges Bank+1.2M sh+$46.4M
- Goldman Sachs Group Inc+842K sh+$32M
- BlackRock, Inc.+787K sh+$30M
- Framtiden Holdings Management Co LLC+650K sh+$26.9M
- First Trust Advisors LP+679K sh+$25.9M
- Panagora Asset Management Inc+626K sh+$23.9M
- Citadel Advisors LLC−2.6M sh−$101M
- Himalaya Capital Management LLC−1.6M sh−$51.6M
- Vanguard Portfolio Management LLC−1.1M sh−$40.4M
- Marshall Wace, LLP−960K sh−$36.5M
- Squarepoint Ops LLC−784K sh−$29.8M
- Jupiter Asset Management Ltd−891K sh−$28.3M
- Qube Research & Technologies Ltd−737K sh−$28.1M
- Lazard Asset Management LLC−517K sh−$19.7M
HRB institutional ownership FAQ
Who owns the most HRB stock?
In Q2 2026 13F filings the largest holder of HRB was BlackRock, Inc., followed by Fmr LLC and AQR Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of HRB is owned by institutions?
Funds that file 13F reports held 103.9% of HRB's shares at Jun 30, 2026, compared with 98.6% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying HRB?
In Q2 2026, 316 funds bought HRB (120 of them new positions) and 205 sold (66 sold out completely). Among well known investors, 0 added and 4 cut. Our fund sentiment for HRB is bullish.
What is HRB's institutional put/call ratio?
Funds reported $6.2M of HRB puts against $5.1M of calls, a put/call ratio of 1.22 (1.37 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this HRB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.