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
Nuveen Equity Index Fund TIAA-CREF Funds 76,2163.4M $0.01 %0.06 %as of Jul 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 74,4562.8M $1.09 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 74,2562.9M $0.01 %0.06 %as of May 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 73,7483.2M $0.06 %0.06 %as of Jul 31, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 72,4212.8M $0.72 %0.06 %as of Jun 30, 2026 ↗
NYLIM Balanced Fund NYLIM FUNDS TRUST 71,7053.2M $0.70 %0.06 %as of Jul 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 70,8663.1M $0.16 %0.06 %as of Jul 31, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 69,41421M SEK0.02 %0.06 %as of Mar 31, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 69,1263M $0.56 %0.06 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 68,9123M $0.01 %0.06 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 68,7332.6M $0.00 %0.06 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 66,0982.5M $0.14 %0.05 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 66,0892.5M $0.01 %0.05 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 65,5002.5M $0.27 %0.05 %as of Jun 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 65,3002.5M $0.09 %0.05 %as of Jun 30, 2026 ↗
Lazard Equity Franchise Portfolio LAZARD FUNDS INC 62,9832.4M $6.55 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 61,2512.3M $0.01 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 61,1282.3M $0.06 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 61,0342.3M $0.25 %0.05 %as of Jun 30, 2026 ↗
GMO U.S. Opportunistic Value Fund GMO TRUST 61,0082.3M $0.72 %0.05 %as of May 31, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 60,9292.7M $0.16 %0.05 %as of Jul 31, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 59,8932.3M $0.03 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 59,7252.3M $0.15 %0.05 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 58,9552.2M $0.13 %0.05 %as of Jun 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 58,8402.3M $0.18 %0.05 %as of May 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 58,5932.2M $0.13 %0.05 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 58,4222.2M $0.27 %0.05 %as of May 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 57,5602.2M $0.01 %0.05 %as of Jun 30, 2026 ↗
NYLIM VP Balanced Portfolio NYLIM VP FUNDS TRUST 56,5812.2M $0.62 %0.05 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 54,6412.1M $0.00 %0.04 %as of Jun 30, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 53,5432.4M $3.71 %0.04 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 53,0062M $0.04 %0.04 %as of May 31, 2026 ↗
Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV 52,8382M $3.34 %0.04 %as of May 31, 2026 ↗
Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds 52,1202.3M $0.36 %0.04 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 51,5362M $0.14 %0.04 %as of May 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 50,5171.9M $0.01 %0.04 %as of Jun 30, 2026 ↗
WBI Power Factor High Dividend ETF Absolute Shares Trust 50,0271.9M $3.23 %0.04 %as of Jun 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 48,4642.1M $0.16 %0.04 %as of Jul 31, 2026 ↗
Frank Value Fund FRANK FUNDS 48,2531.8M $5.15 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 46,8142.1M $0.08 %0.04 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 46,3602M $0.16 %0.04 %as of Jul 31, 2026 ↗
Brookstone Dividend Stock ETF Northern Lights Fund Trust IV 44,5921.7M $1.81 %0.04 %as of May 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 44,2811.7M $0.13 %0.04 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 44,2001.7M $0.09 %0.04 %as of Jun 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 44,0701.7M $0.23 %0.04 %as of May 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 43,8961.7M $0.13 %0.04 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 43,2421.6M $0.13 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 43,0261.6M $0.05 %0.03 %as of Jun 30, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 42,9001.9M $0.27 %0.03 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 42,3281.9M $0.01 %0.03 %as of Jul 31, 2026 ↗
Hartford Disciplined US Equity ETF Lattice Strategies Trust 42,0111.8M $0.91 %0.03 %as of Jul 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 41,7191.6M $0.13 %0.03 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 40,6341.6M $0.06 %0.03 %as of May 31, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 40,5881.6M $0.81 %0.03 %as of May 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 40,5621.8M $0.01 %0.03 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 40,1231.5M $0.07 %0.03 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 40,0001.8M $0.14 %0.03 %as of Jul 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 39,6341.5M $0.09 %0.03 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 39,3871.7M $0.01 %0.03 %as of Jul 31, 2026 ↗
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 37,5001.4M $0.38 %0.03 %as of May 31, 2026 ↗
Empower Mid Cap Value Fund EMPOWER FUNDS, INC. 37,2761.4M $0.13 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 36,7411.4M $0.01 %0.03 %as of Jun 30, 2026 ↗
AQR Multi-Asset Fund AQR Funds 36,4501.4M $0.05 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 36,1901.6M $0.01 %0.03 %as of Jul 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 35,7181.4M $0.05 %0.03 %as of Jun 30, 2026 ↗
Swedbank Robur Transfer 50 Swedbank Robur Fonder AB 35,49910.7M SEK0.10 %0.03 %as of Mar 31, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 35,4511.3M $0.13 %0.03 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 35,2771.3M $0.14 %0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 34,8631.3M $0.00 %0.03 %as of May 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 34,70010.5M SEK0.04 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 34,1741.5M $0.01 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 34,0891.3M $0.04 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 34,0681.5M $0.22 %0.03 %as of Jul 31, 2026 ↗
Optimum Large Cap Growth Fund Optimum Fund Trust 32,7751.2M $0.06 %0.03 %as of Jun 30, 2026 ↗
Fidelity Blue Chip Value ETF Fidelity Covington Trust 32,1681.4M $0.80 %0.03 %as of Jul 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 32,0811.2M $0.40 %0.03 %as of Jun 30, 2026 ↗
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 31,5901.2M $0.26 %0.03 %as of Jun 30, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 30,8661.2M $0.42 %0.03 %as of Jun 30, 2026 ↗
The Acquirers Fund ETF Series Solutions 30,5271.3M $4.23 %0.02 %as of Jul 31, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 29,4001.3M $0.28 %0.02 %as of Jul 31, 2026 ↗
BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. 29,3181.1M $0.21 %0.02 %as of Jun 30, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 28,9461.3M $0.22 %0.02 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 28,8031.3M $0.02 %0.02 %as of Jul 31, 2026 ↗
Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust 28,7501.3M $0.25 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 28,6031.1M $0.01 %0.02 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 28,4551.1M $0.01 %0.02 %as of Jun 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 28,1491.1M $0.13 %0.02 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Mid-Cap Value Fund Prudential Investment Portfolios, Inc. 10 27,7001.2M $0.63 %0.02 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 27,4861.2M $0.17 %0.02 %as of Jul 31, 2026 ↗
Income Equity Fund Northern Funds 27,3341M $0.33 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 27,2181M $0.14 %0.02 %as of Jun 30, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 26,6581M $0.79 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 26,5441.2M $0.05 %0.02 %as of Jul 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 26,057992.3K $0.12 %0.02 %as of Jun 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 25,791982.1K $0.28 %0.02 %as of Jun 30, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 25,5331.1M $0.13 %0.02 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 25,3141.1M $0.04 %0.02 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 25,069964.9K $0.02 %0.02 %as of May 29, 2026 ↗
Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust 24,9881.1M $1.30 %0.02 %as of Jul 31, 2026 ↗
iShares U.S. Consumer Discretionary ETF iShares Trust 24,8011.1M $0.09 %0.02 %as of Jul 31, 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
Cite this page

Titelia. "Fund shareholders of H&R Block Inc". https://titelia.com/en/stocks/h-r-block-inc-US0936711052