H&R Block, Inc. (HRB) Institutional Ownership & Insider Trading
538 institutions reported holding H&R Block, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 3 insider trades on Form 4 since 2025-10-01.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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- Market cap
- 6.1B
- P/E TTM
- 8.7
- Dividend yield
- 3.4%
- 52-week
- —
- Next earnings
- 5 Nov, in 12 days
Institutions · all 13F filers
quarter to 30 Jun 2026 · filers in both quarters538 institutions held —% of the shares. Across filers that reported both quarters, shares held changed +4.1%.
Largest moves, shares (millions)
Institutional flow by quarter
net shares added or trimmed, millions · filers in both quarters| Quarter | Holders | Shares held, M | Change | Increased | New | Decreased | Closed |
|---|---|---|---|---|---|---|---|
| Jun 26 | 538 | 128 | +4.1% | 180 | 101 | 129 | 56 |
| Mar 26 | 477 | 121 | +0.1% | 191 | 61 | 127 | 85 |
| Dec 25 | 494 | 122 | +1.3% | 141 | 41 | 183 | 79 |
| Sep 25 | 529 | 118 | -4.5% | 139 | 61 | 167 | 77 |
| Jun 25 | 555 | 124 | -3.9% | 167 | 45 | 176 | 40 |
| Mar 25 | 547 | 126 | +1.3% | 155 | 58 | 177 | 50 |
| Dec 24 | 538 | 126 | +0.9% | 187 | 52 | 135 | 53 |
| Sep 24 | 530 | 122 | -2.2% | 150 | 76 | 154 | 35 |
H&R Block, Inc. — questions
- Who owns H&R Block, Inc. stock?
- 538 institutions reported H&R Block, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (13.2%), FMR LLC (12.8%), AQR CAPITAL MANAGEMENT LLC (7.8%).
- Are H&R Block, Inc. insiders buying or selling?
- 3 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.
Every figure on this page comes from H&R Block, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.