H&R Block, Inc.
H&R Block, Inc. (HRB) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · HRB · as of Mar 31, 2025
Ownership Breakdown
581
Institutional Holders
▲ 6 vs Q4
$7.02B
Total Inst. Value
▲ $329.47M vs Q4
126.76M
Shares Outstanding
freeFloat 99.13%
128.88M
13F Shares Held
▲ 2.58M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
HRB largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. services-personal services | 15.92M | 11.75% | 11.75% | $874.33B | May 2, 2025 | ▼ 517.6K |
FMR LLC services-personal services | 14.69M | 10.84% | 10.84% | $806.89B | May 12, 2025 | ▲ 285.8K |
VANGUARD GROUP INC services-personal services | 14.17M | 10.45% | 10.45% | $778.02B | May 9, 2025 | ▼ 84.3K |
FULLER & THALER ASSET MANAGEMENT, INC. services-personal services | 4.63M | 3.41% | 3.41% | $254.02B | May 13, 2025 | ▼ 75.7K |
STATE STREET CORP services-personal services | 4.48M | 3.30% | 3.30% | $247.52B | May 15, 2025 | ▼ 117.6K |
BOSTON PARTNERS services-personal services | 3.77M | 2.78% | 2.78% | $206.95B | May 13, 2025 | ▼ 732.6K |
LAZARD ASSET MANAGEMENT LLC services-personal services | 3.73M | 2.75% | 2.75% | $204.83B | May 15, 2025 | ▲ 1.15M |
GEODE CAPITAL MANAGEMENT, LLC services-personal services | 2.70M | 1.99% | 1.99% | $148.27B | May 13, 2025 | ▲ 98.7K |
NORTHERN TRUST CORP services-personal services | 2.61M | 1.92% | 1.92% | $143.23B | May 13, 2025 | ▲ 263.3K |
DIMENSIONAL FUND ADVISORS LP services-personal services | 2.28M | 1.68% | 1.68% | $125.32B | May 13, 2025 | ▼ 52.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
29
Increased
+9.13M shares4
New Positions
first time holders17
Decreased
−8.17M shares0
Sold Out
fully exitedNet shares change (top 50)
+959.6K
+9.13M / −8.17M
Net new holders
+16
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
HRB insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Campbell Curtis A President & CEO | Jun 3, 2026 | Tax Withhold | 1,016 | $37.96 | $38.6K | 42.6K | Form 4 ↗ |
Plaines Stephanie director | Jan 22, 2026 | Award | 3,727 | — | — | 3.7K | Form 4 ↗ |
Charnaux Christian H. director | Jan 22, 2026 | Award | 3,727 | — | — | 3.7K | Form 4 ↗ |
Breig Geralyn director | Jan 22, 2026 | Award | 3,727 | — | — | 3.7K | Form 4 ↗ |
Darling Mark J. Chief Retail Officer | Jan 5, 2026 | Award | 1,481 | — | — | 17.5K | Form 4 ↗ |
Campbell Curtis A President & CEO | Jan 5, 2026 | Award | 17,216 | — | — | 42.8K | Form 4 ↗ |
Jones Jeffrey J II President & CEO | Nov 19, 2025 | Gift | 45,000 | — | — | 990.1K | Form 4 ↗ |
Jones Jeffrey J II President & CEO | Nov 19, 2025 | Sale | 128,818 | $44.54 | $5.74M | 861.3K | Form 4 ↗ |
Jones Jeffrey J II President & CEO | Nov 12, 2025 | Sale | 176,449 | $46.46 | $8.20M | 906.3K | Form 4 ↗ |
Cohan Sean director | Nov 5, 2025 | Award | 3,927 | — | — | 28.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
H&R Block, Inc. (HRB) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 0.87%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of H&R Block, Inc. is BLACKROCK, INC., holding approximately 15.92 million shares — equal to 11.75% of outstanding shares — as of March 31, 2025.
A total of 581 institutional investors currently hold HRB stock, with a combined institutional value of approximately $7.02 billion as of the most recent 13F filing period.
Frequently asked questions
HRB ownershipH&R Block, Inc. (HRB) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is BLACKROCK, INC. with a 11.75% stake. Company insiders hold 0.87%. Data sourced from SEC Form 13F as of March 31, 2025.