Titelia

Fund shareholders of H&R Block Inc

ISIN US0936711052 · United States · LEI 549300CE3KUCWLZBG404

Fund shareholders
411
Of which ETFs
125 286 other funds
Value held
1.8B $ 117.4M SEK · 353.8K €
Share of capital
45.6 % of 123.3M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 4,196,882133.2M $0.13 %3.40 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 4,095,477130M $1.16 %3.32 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,011,729127.3M $0.01 %3.25 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,922,74192.8M $0.06 %2.37 %as of Mar 31, 2026 ↗
Fidelity Series Value Discovery Fund Fidelity Devonshire Trust 2,917,46492.6M $0.58 %2.37 %as of Apr 30, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,528,13880.2M $0.35 %2.05 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,492,49476.3M $0.03 %2.02 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,861,22659.1M $0.10 %1.51 %as of Mar 31, 2026 ↗
Fidelity Equity Dividend Income Fund Fidelity Financial Trust 1,436,80044M $0.53 %1.17 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,413,26244.9M $0.06 %1.15 %as of Mar 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 1,101,90835M $0.06 %0.89 %as of Mar 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 777,08524.7M $0.24 %0.63 %as of Mar 31, 2026 ↗
Fidelity Value Discovery Fund Fidelity Puritan Trust 721,97122.9M $0.60 %0.59 %as of Apr 30, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 697,99622.1M $2.08 %0.57 %as of Apr 30, 2026 ↗
Fidelity Equity-Income Fund Fidelity Devonshire Trust 689,35021.9M $0.19 %0.56 %as of Apr 30, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 670,87521.3M $0.62 %0.54 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 664,79520.4M $0.05 %0.54 %as of Feb 28, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 658,40020.9M $0.23 %0.53 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 619,84719.7M $0.13 %0.50 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 614,91318.8M $0.09 %0.50 %as of Feb 28, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 596,32818.9M $0.05 %0.48 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 595,38118.9M $0.10 %0.48 %as of Apr 30, 2026 ↗
Royce Small-Cap Special Equity Fund ROYCE FUND 520,00016.5M $3.85 %0.42 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 493,30615.7M $0.02 %0.40 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 483,67115.4M $0.03 %0.39 %as of Mar 31, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 481,80015.3M $0.22 %0.39 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 463,91414.7M $0.03 %0.38 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 400,26012.7M $0.13 %0.32 %as of Mar 31, 2026 ↗
First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II 395,26912.5M $0.99 %0.32 %as of Mar 31, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 381,65712.1M $1.22 %0.31 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 375,48711.9M $0.08 %0.30 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 360,94911.5M $0.31 %0.29 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 358,14511M $1.17 %0.29 %as of Feb 28, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 341,55010.8M $0.51 %0.28 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 341,06010.4M $0.08 %0.28 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 322,6669.9M $0.10 %0.26 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 309,7099.8M $0.12 %0.25 %as of Mar 31, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 293,5559.3M $0.97 %0.24 %as of Apr 30, 2026 ↗
NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS 290,9059.2M $0.98 %0.24 %as of Apr 30, 2026 ↗
JNL/WMC Value Fund JNL Series Trust 290,3459.2M $1.05 %0.24 %as of Mar 31, 2026 ↗
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 264,5358.1M $1.07 %0.21 %as of Feb 28, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 246,8007.6M $0.13 %0.20 %as of Feb 28, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 246,5027.8M $0.10 %0.20 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 241,1277.7M $0.01 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 237,3747.3M $0.01 %0.19 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 209,1806.6M $0.09 %0.17 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 208,3736.6M $0.18 %0.17 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 205,4216.5M $0.03 %0.17 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 203,3946.5M $0.02 %0.17 %as of Apr 30, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 197,5496M $0.09 %0.16 %as of Feb 28, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 192,2765.9M $0.11 %0.16 %as of Feb 28, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 190,0065.8M $0.18 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 186,7575.7M $0.01 %0.15 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 159,2915.1M $0.01 %0.13 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 158,0145M $0.01 %0.13 %as of Mar 31, 2026 ↗
Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust 154,7344.9M $1.18 %0.13 %as of Apr 30, 2026 ↗
Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I 151,7804.8M $0.10 %0.12 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 151,4174.8M $0.03 %0.12 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 151,2034.8M $0.17 %0.12 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 141,6564.5M $0.02 %0.11 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 134,0554.3M $0.00 %0.11 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 133,64340.4M SEK0.04 %0.11 %as of Mar 31, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 131,1924.2M $0.05 %0.11 %as of Mar 31, 2026 ↗
SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS 129,4434.1M $0.35 %0.11 %as of Mar 31, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 128,0274.1M $0.82 %0.10 %as of Mar 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 127,9044.1M $0.12 %0.10 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 126,9764M $0.04 %0.10 %as of Mar 31, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 124,8004M $0.15 %0.10 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 124,5664M $0.01 %0.10 %as of Apr 30, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 110,7003.5M $0.30 %0.09 %as of Apr 30, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 110,1723.5M $0.15 %0.09 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 108,9323.5M $0.04 %0.09 %as of Apr 30, 2026 ↗
Swedbank Robur Transfer 60 Swedbank Robur Fonder AB 107,08732.4M SEK0.07 %0.09 %as of Mar 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 103,9033.3M $0.13 %0.08 %as of Mar 31, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 102,6003.1M $0.17 %0.08 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 101,1193.2M $0.14 %0.08 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 100,3973.2M $0.13 %0.08 %as of Mar 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 96,5503M $0.11 %0.08 %as of Feb 28, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 94,2403M $0.18 %0.08 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 94,1863M $0.13 %0.08 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 94,1713M $0.01 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 94,0753M $0.00 %0.08 %as of Apr 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 93,2252.9M $0.11 %0.08 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 93,1963M $0.12 %0.08 %as of Mar 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 89,9002.9M $0.00 %0.07 %as of Mar 31, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 88,5372.8M $0.48 %0.07 %as of Apr 30, 2026 ↗
NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 86,3842.7M $0.61 %0.07 %as of Apr 30, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 84,6602.7M $0.51 %0.07 %as of Apr 30, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 84,5422.7M $0.16 %0.07 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 84,0002.7M $0.32 %0.07 %as of Mar 31, 2026 ↗
Mid Cap Index Fund Northern Funds 79,0402.5M $0.12 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 78,6572.5M $0.01 %0.06 %as of Mar 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 77,0742.4M $0.97 %0.06 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 76,2162.4M $0.00 %0.06 %as of Apr 30, 2026 ↗
SEI Enhanced U.S. Large Cap Quality Factor ETF SEI EXCHANGE TRADED FUNDS 75,6442.4M $0.43 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 73,7192.3M $0.01 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 73,2982.2M $0.01 %0.06 %as of Feb 28, 2026 ↗
Lazard Equity Franchise Portfolio LAZARD FUNDS INC 72,8092.3M $6.24 %0.06 %as of Mar 31, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 72,4212.3M $0.67 %0.06 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 70,8662.2M $0.12 %0.06 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Lazard Equity Franchise Portfolio LAZARD FUNDS INC 6.24 %as of Mar 31, 2026 ↗
GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / VETUSTA INVERSIÓN ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 4.70 %as of Dec 31, 2025 ↗
Royce Small-Cap Special Equity Fund ROYCE FUND 3.85 %as of Mar 31, 2026 ↗
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 3.32 %as of Feb 28, 2026 ↗
The Acquirers Fund ETF Series Solutions 3.22 %as of Apr 30, 2026 ↗
Frank Value Fund FRANK FUNDS 3.20 %as of Mar 31, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 3.09 %as of Apr 30, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2.08 %as of Apr 30, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 1.22 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust 1.20 %as of Apr 30, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2403-1955,842,752+0.5 %
2026Q1422-3455,547,892-3.2 %
2025Q4456-2657,393,976-0.5 %
2025Q3482+457,692,744-8.0 %
2025Q2478-962,717,546-4.6 %
2025Q1487-1865,747,608+2.7 %
2024Q4505+1364,031,821-10.0 %
2024Q3492+2971,115,952+4.1 %
2024Q2463+1068,342,081+1.0 %
2024Q1453-1967,658,875-6.0 %
2023Q447272,007,575

Institutional managers

476 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.15,538,824493.2M $as of Mar 31, 2026
FMR LLC15,287,403485.2M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.4,280,293135.9M $as of Mar 31, 2026
STATE STREET CORP3,994,793128.5M $as of Mar 31, 2026
LAZARD ASSET MANAGEMENT LLC3,761,094119.4M $as of Mar 31, 2026
CITADEL ADVISORS LLC3,183,175101M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC3,182,72599.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,137,08799.6M $as of Mar 31, 2026
NORTHERN TRUST CORP3,015,13695.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,307,76673.2M $as of Mar 31, 2026
MORGAN STANLEY1,988,03563.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,781,62356.5M $as of Mar 31, 2026
Himalaya Capital Management LLC1,626,90651.6M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,594,38450.6M $as of Mar 31, 2026
LSV ASSET MANAGEMENT1,531,89048.6K $as of Mar 31, 2026
Bank of New York Mellon Corp1,516,88548.1M $as of Mar 31, 2026
Invesco Ltd.1,451,08446.1M $as of Mar 31, 2026
Ranmore Fund Management Ltd1,400,00044.4M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,328,58442.2M $as of Mar 31, 2026
MARSHALL WACE, LLP1,136,54436.1M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.1,128,66935.8M $as of Mar 31, 2026
BARCLAYS PLC1,108,22235.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,081,37834.3M $as of Mar 31, 2026
Lodge Hill Capital, LLC1,050,00033.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,008,71532M $as of Mar 31, 2026

Declared shareholders of H&R Block Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.78 %7,331,183as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.22 %6,625,101as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of H&R Block Inc". https://titelia.com/en/stocks/h-r-block-inc-US0936711052