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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 24,800 | 944.4K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| GMO Implementation Fund GMO TRUST | 24,534 | 944.3K $ | 0.04 % | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 24,177 | 1.1M $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 23,961 | 912.4K $ | 0.13 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Systematic Core Fund VALIC Co I | 23,692 | 911.9K $ | 0.13 % | 0.02 % | as of May 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 23,433 | 1M $ | 0.23 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 23,400 | 900.7K $ | 0.07 % | 0.02 % | as of May 31, 2026 ↗ |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 23,352 | 889.2K $ | 0.13 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 23,026 | 876.8K $ | 0.10 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 22,731 | 1M $ | 0.04 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 22,588 | 994.5K $ | 0.21 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 22,540 | 992.4K $ | 0.07 % | 0.02 % | as of Jul 31, 2026 ↗ |
| AQR Trend Total Return Fund AQR Funds | 22,234 | 846.7K $ | 0.22 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 21,886 | 833.4K $ | 0.10 % | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust | 21,832 | 831.4K $ | 0.07 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Global Equity Income Fund Fidelity Investment Trust | 21,815 | 960.5K $ | 0.20 % | 0.02 % | as of Jul 31, 2026 ↗ |
| First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 21,429 | 824.8K $ | 0.51 % | 0.02 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 21,077 | 811.3K $ | 0.01 % | 0.02 % | as of May 31, 2026 ↗ |
| Voya MI Dynamic SMID Cap Fund Voya Equity Trust | 20,843 | 802.2K $ | 0.57 % | 0.02 % | as of May 31, 2026 ↗ |
| Huber Small Cap Value Fund Advisors Series Trust | 20,100 | 885K $ | 0.86 % | 0.02 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 20,045 | 763.3K $ | 0.06 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 20,023 | 762.5K $ | 0.04 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 19,900 | 757.8K $ | 0.09 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 19,878 | 765.1K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity Value Discovery K6 Fund Fidelity Puritan Trust | 19,725 | 868.5K $ | 0.74 % | 0.02 % | as of Jul 31, 2026 ↗ |
| AQR Alternative Risk Premia Fund AQR Funds | 19,680 | 749.4K $ | 0.11 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 19,632 | 747.6K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 19,600 | 754.4K $ | 0.06 % | 0.02 % | as of May 31, 2026 ↗ |
| Sovereign's Capital Flourish Fund Elevation Series Trust | 19,095 | 840.8K $ | 0.96 % | 0.02 % | as of Jul 31, 2026 ↗ |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 18,996 | 723.4K $ | 0.13 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 18,896 | 832K $ | 0.13 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 18,418 | 701.4K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 18,408 | 810.5K $ | 0.16 % | 0.01 % | as of Jul 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 18,043 | 687.1K $ | 0.12 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 17,600 | 670.2K $ | 0.10 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 16,987 | 747.9K $ | 0.16 % | 0.01 % | as of Jul 31, 2026 ↗ |
| GMO U.S. Value ETF GMO ETF Trust | 16,710 | 643.2K $ | 0.71 % | 0.01 % | as of May 31, 2026 ↗ |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 16,653 | 634.1K $ | 0.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 16,476 | 627.4K $ | 0.15 % | 0.01 % | as of Jun 30, 2026 ↗ |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 16,316 | 621.3K $ | 0.36 % | 0.01 % | as of Jun 30, 2026 ↗ |
| GuideMark Large Cap Core Fund GPS Funds I | 16,026 | 610.3K $ | 0.07 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Systematic Growth Fund VALIC Co I | 15,873 | 611K $ | 0.06 % | 0.01 % | as of May 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 15,752 | 693.6K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST | 15,500 | 596.6K $ | 1.91 % | 0.01 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 14,594 | 555.7K $ | 0.22 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 14,452 | 636.3K $ | 0.08 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 14,308 | 544.8K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 14,217 | 547.2K $ | 0.07 % | 0.01 % | as of May 31, 2026 ↗ |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 14,030 | 617.7K $ | 0.16 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,911 | 568.5K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 12,824 | 564.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 12,722 | 484.5K $ | 0.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 12,474 | 475K $ | 0.68 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 11,788 | 448.9K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 11,646 | 443.5K $ | 0.12 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,337 | 431.7K $ | 0.09 % | 0.01 % | as of Jun 30, 2026 ↗ |
| GMO Benchmark-Free Fund GMO TRUST | 11,270 | 433.8K $ | 0.03 % | 0.01 % | as of May 31, 2026 ↗ |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 11,089 | 426.8K $ | 0.43 % | 0.01 % | as of May 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 11,050 | 420.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 10,762 | 414.2K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 10,292 | 391.9K $ | 0.07 % | 0.01 % | as of Jun 30, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 10,254 | 390.5K $ | 0.12 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 10,129 | 389.9K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 9,800 | 377.2K $ | 0.15 % | 0.01 % | as of May 29, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 9,794 | 431.2K $ | 0.15 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 9,787 | 372.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 9,742 | 371K $ | 0.21 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 9,740 | 370.9K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 9,656 | 367.7K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 9,549 | 420.4K $ | 1.78 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 9,343 | 355.8K $ | 0.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 8,793 | 387.2K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 8,764 | 333.7K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 8,647 | 329.3K $ | 0.18 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 8,471 | 322.6K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 8,286 | 315.5K $ | 0.08 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 8,252 | 363.3K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 8,155 | 313.9K $ | 0.05 % | 0.01 % | as of May 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 7,929 | 301.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Storebrand Global Multifactor Storebrand Asset Management AS | 7,823 | 2.4M SEK | 0.18 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,707 | 339.3K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 7,634 | 290.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| GMO U.S. Equity Fund GMO TRUST | 7,390 | 284.4K $ | 0.13 % | 0.01 % | as of May 31, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 7,149 | 314.8K $ | 0.16 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Columbia Research Enhanced Value ETF Columbia ETF Trust I | 7,148 | 314.7K $ | 0.09 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 7,138 | 271.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| WBI BullBear Yield 3000 ETF Absolute Shares Trust | 7,049 | 268.4K $ | 0.98 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LSV Global Value Fund ADVISORS' INNER CIRCLE FUND | 6,800 | 299.4K $ | 0.26 % | 0.01 % | as of Jul 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 6,506 | 247.7K $ | 0.11 % | 0.01 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 6,492 | 247.2K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,484 | 246.9K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 6,470 | 246.4K $ | 0.43 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 6,408 | 246.6K $ | 0.09 % | 0.01 % | as of May 29, 2026 ↗ |
| Large Company Value Portfolio Wilshire Mutual Funds Inc | 6,358 | 242.1K $ | 0.13 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 6,030 | 229.6K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 5,855 | 223K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,685 | 216.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 5,612 | 247.1K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 5,549 | 244.3K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,509 | 209.8K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 417 | +14 | 57,465,983 | +2.9 % |
| 2026Q2 | 403 | -19 | 55,842,752 | +0.5 % |
| 2026Q1 | 422 | -34 | 55,547,892 | -3.2 % |
| 2025Q4 | 456 | -26 | 57,393,976 | -0.5 % |
| 2025Q3 | 482 | +4 | 57,692,744 | -8.0 % |
| 2025Q2 | 478 | -9 | 62,717,546 | -4.6 % |
| 2025Q1 | 487 | -18 | 65,747,608 | +2.7 % |
| 2024Q4 | 505 | +13 | 64,031,821 | -10.0 % |
| 2024Q3 | 492 | +29 | 71,115,952 | +4.1 % |
| 2024Q2 | 463 | +10 | 68,342,081 | +1.0 % |
| 2024Q1 | 453 | -19 | 67,658,875 | -6.0 % |
| 2023Q4 | 472 | 72,007,575 |
Institutional managers
476 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 15,538,824 | 493.2M $ | as of Mar 31, 2026 |
| FMR LLC | 15,287,403 | 485.2M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4,280,293 | 135.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,994,793 | 128.5M $ | as of Mar 31, 2026 |
| LAZARD ASSET MANAGEMENT LLC | 3,761,094 | 119.4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 3,183,175 | 101M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 3,182,725 | 99.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,137,087 | 99.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,015,136 | 95.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,307,766 | 73.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,988,035 | 63.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,781,623 | 56.5M $ | as of Mar 31, 2026 |
| Himalaya Capital Management LLC | 1,626,906 | 51.6M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,594,384 | 50.6M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 1,531,890 | 48.6K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,516,885 | 48.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,451,084 | 46.1M $ | as of Mar 31, 2026 |
| Ranmore Fund Management Ltd | 1,400,000 | 44.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,328,584 | 42.2M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 1,136,544 | 36.1M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,128,669 | 35.8M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 1,108,222 | 35.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,081,378 | 34.3M $ | as of Mar 31, 2026 |
| Lodge Hill Capital, LLC | 1,050,000 | 33.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,008,715 | 32M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| AQR Capital Management, LLC and 1 other | 7.59 % | 9,616,406 | as of Jun 30, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 4.97 % | 6,310,983 | as 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