Titelia

Fund shareholders of H&R Block Inc

ISIN US0936711052 · United States · LEI 549300CE3KUCWLZBG404

Fund shareholders
425
Of which ETFs
123 302 other funds
Value held
≈ 2.3B $ 2.3B $ · 117.4M SEK · 353.8K €
Share of capital
46.9 % of 123.3M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 4,341,137165.3M $0.13 %3.52 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,027,673153.4M $0.01 %3.27 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 3,784,777144.1M $1.14 %3.07 %as of Jun 30, 2026 ↗
Fidelity Series Value Discovery Fund Fidelity Devonshire Trust 3,079,464135.6M $0.76 %2.50 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,027,994116.5M $0.05 %2.46 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,907,976110.7M $0.06 %2.36 %as of Jun 30, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,502,368110.2M $0.47 %2.03 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,841,53670.1M $0.10 %1.49 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,453,68055.4M $0.06 %1.18 %as of Jun 30, 2026 ↗
Fidelity Equity Dividend Income Fund Fidelity Financial Trust 1,436,80055.3M $0.68 %1.17 %as of May 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 1,062,11240.4M $0.36 %0.86 %as of Jun 30, 2026 ↗
Fidelity Value Discovery Fund Fidelity Puritan Trust 750,77133.1M $0.79 %0.61 %as of Jul 31, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 740,63532.6M $0.89 %0.60 %as of Jul 31, 2026 ↗
Fidelity Equity-Income Fund Fidelity Devonshire Trust 689,35030.4M $0.26 %0.56 %as of Jul 31, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 658,40025.1M $0.25 %0.53 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 650,64125M $0.06 %0.53 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 641,63424.4M $0.13 %0.52 %as of Jun 30, 2026 ↗
Royce Small-Cap Special Equity Fund ROYCE FUND 625,00023.8M $4.97 %0.51 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 608,38723.4M $0.10 %0.49 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 595,38126.2M $0.13 %0.48 %as of Jul 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 519,66222.9M $0.05 %0.42 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 515,27519.6M $0.03 %0.42 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 505,74322.3M $0.02 %0.41 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 475,42820.9M $0.04 %0.39 %as of Jul 31, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 473,61020.9M $1.85 %0.38 %as of Jul 31, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 465,70017.7M $0.25 %0.38 %as of Jun 30, 2026 ↗
First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II 441,55116.8M $1.20 %0.36 %as of Jun 30, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 395,99017.4M $0.68 %0.32 %as of Jul 31, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 393,56915M $0.13 %0.32 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 387,13117M $0.11 %0.31 %as of Jul 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 382,82416.9M $0.68 %0.31 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 379,70514.6M $0.16 %0.31 %as of May 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 357,62113.6M $0.34 %0.29 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 341,94913.2M $0.09 %0.28 %as of May 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 339,39113.1M $1.49 %0.28 %as of May 31, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 304,85111.6M $0.13 %0.25 %as of Jun 30, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 295,39111.2M $1.07 %0.24 %as of Jun 30, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 281,37612.4M $0.56 %0.23 %as of Jul 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 268,80610.2M $0.13 %0.22 %as of Jun 30, 2026 ↗
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 267,15411.8M $1.12 %0.22 %as of Jul 31, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 263,24311.6M $0.14 %0.21 %as of Jul 31, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 262,99310M $0.14 %0.21 %as of Jun 30, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 260,71911.5M $0.20 %0.21 %as of Jul 31, 2026 ↗
Cambria Shareholder Yield ETF Cambria ETF Trust 256,42811.3M $1.14 %0.21 %as of Jul 31, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 246,8009.5M $0.16 %0.20 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 240,4499.3M $0.01 %0.20 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 239,6769.1M $0.01 %0.19 %as of Jun 30, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 238,3959.2M $0.13 %0.19 %as of May 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 228,03810M $0.25 %0.18 %as of Jul 31, 2026 ↗
NYLIM WMC Value Fund NYLIM FUNDS 226,06010M $1.10 %0.18 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 215,0579.5M $0.12 %0.17 %as of Jul 31, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 213,3179.4M $0.04 %0.17 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 203,3949M $0.02 %0.17 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 202,4527.8M $0.14 %0.16 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 193,3387.4M $0.01 %0.16 %as of May 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 179,7036.9M $0.18 %0.15 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 163,7516.2M $0.04 %0.13 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 162,4117.2M $0.26 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 161,8226.2M $0.01 %0.13 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 159,2917M $0.02 %0.13 %as of Jul 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 157,3886M $0.01 %0.13 %as of Jun 30, 2026 ↗
Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust 140,3616.2M $1.39 %0.11 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 139,9255.3M $0.05 %0.11 %as of Jun 30, 2026 ↗
SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS 139,2655.3M $0.36 %0.11 %as of Jun 30, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 133,64340.4M SEK0.04 %0.11 %as of Mar 31, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 132,2415M $0.83 %0.11 %as of Jun 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 127,8264.9M $0.13 %0.10 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 126,9764.8M $0.05 %0.10 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 124,5665.5M $0.01 %0.10 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 124,4535.5M $0.23 %0.10 %as of Jul 31, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 116,1724.4M $0.23 %0.09 %as of Jun 30, 2026 ↗
AQR Global Fund AQR Funds 112,7224.3M $0.70 %0.09 %as of Jun 30, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 110,7004.9M $0.39 %0.09 %as of Jul 31, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 110,2264.9M $0.21 %0.09 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 108,4834.1M $0.02 %0.09 %as of Jun 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 102,7653.9M $0.13 %0.08 %as of Jun 30, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 102,6003.9M $0.22 %0.08 %as of May 31, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 102,2634.5M $0.64 %0.08 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 101,9253.9M $0.13 %0.08 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 99,4444.4M $0.00 %0.08 %as of Jul 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 97,5753.7M $0.17 %0.08 %as of Jun 30, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 96,7804.3M $0.17 %0.08 %as of Jul 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 96,4144.2M $0.74 %0.08 %as of Jul 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 93,4413.6M $0.14 %0.08 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 92,8673.5M $0.13 %0.08 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 92,6503.5M $0.01 %0.08 %as of Jun 30, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 90,9983.5M $0.12 %0.07 %as of Jun 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 90,5403.5M $0.14 %0.07 %as of May 31, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 86,9203.3M $0.22 %0.07 %as of Jun 30, 2026 ↗
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 84,5343.7M $1.38 %0.07 %as of Jul 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 83,7173.7M $0.41 %0.07 %as of Jul 31, 2026 ↗
Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I 83,6273.2M $0.07 %0.07 %as of Jun 30, 2026 ↗
SEI Enhanced U.S. Large Cap Quality Factor ETF SEI EXCHANGE TRADED FUNDS 83,4823.2M $0.48 %0.07 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 82,4103.1M $0.13 %0.07 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 81,1473.6M $0.26 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 80,2263.1M $0.00 %0.07 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 79,6823.5M $0.01 %0.06 %as of Jul 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 78,6573M $0.01 %0.06 %as of Jun 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 78,1123M $0.12 %0.06 %as of Jun 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Lazard Equity Franchise Portfolio LAZARD FUNDS INC 6.55 %as of Jun 30, 2026 ↗
Frank Value Fund FRANK FUNDS 5.15 %as of Jun 30, 2026 ↗
Royce Small-Cap Special Equity Fund ROYCE FUND 4.97 %as of Jun 30, 2026 ↗
GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / VETUSTA INVERSIÓN ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 4.70 %as of Dec 31, 2025 ↗
The Acquirers Fund ETF Series Solutions 4.23 %as of Jul 31, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 3.71 %as of Jul 31, 2026 ↗
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 3.34 %as of May 31, 2026 ↗
WBI Power Factor High Dividend ETF Absolute Shares Trust 3.23 %as of Jun 30, 2026 ↗
Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST 1.91 %as of May 31, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1.85 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3417+1457,465,983+2.9 %
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 table shows the 25 largest.

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

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
AQR Capital Management, LLC and 1 other7.59 %9,616,406as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 4.97 %6,310,983as of Jun 30, 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