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
SIMT Multi-Asset Income Fund SEI INSTITUTIONAL MANAGED TRUST 5,423206.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 5,400237.8K $0.14 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 5,124197.2K $0.00 %0.00 %as of May 31, 2026 ↗
LSV U.S. Managed Volatility Fund ADVISORS' INNER CIRCLE FUND 5,100224.6K $0.78 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 5,091196K $0.03 %0.00 %as of May 31, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 4,947217.8K $0.17 %0.00 %as of Jul 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 4,738208.6K $0.24 %0.00 %as of Jul 31, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 4,702179.1K $0.62 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 4,527172.4K $0.12 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 4,381168.6K $0.11 %0.00 %as of May 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,200161.7K $0.08 %0.00 %as of May 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 4,173160.6K $0.14 %0.00 %as of May 31, 2026 ↗
NAA MID GROWTH FUND New Age Alpha Funds Trust 4,083155.5K $0.20 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 4,038177.8K $0.19 %0.00 %as of Jul 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,025154.9K $0.01 %0.00 %as of May 31, 2026 ↗
Strategas Global Policy Opportunities ETF ADVISORS' INNER CIRCLE III 4,015152.9K $0.20 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,986151.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Global X U.S. Cash Flow Kings 100 ETF GLOBAL X FUNDS 3,950152K $0.53 %0.00 %as of May 31, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 3,924149.4K $0.05 %0.00 %as of Jun 30, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 3,882170.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 3,869147.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,836147.6K $0.01 %0.00 %as of May 31, 2026 ↗
Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust 3,612137.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 3,607158.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 3,252143.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 3,250123.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Large Cap Core Fund Northern Funds 3,189121.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 3,182121.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 3,115118.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 3,111137K $0.00 %0.00 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,077117.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 3,010115.9K $0.26 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,008114.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 2,808106.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
AQR LSE Fusion Fund AQR Funds 2,787106.1K $0.55 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 2,699102.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 2,629101.2K $0.02 %0.00 %as of May 31, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 2,42793.4K $0.08 %0.00 %as of May 31, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 2,41091.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 2,40091.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 2,31288K $0.03 %0.00 %as of Jun 30, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 2,31088.9K $0.08 %0.00 %as of May 31, 2026 ↗
AQR MS Fusion Fund AQR Funds 2,20283.9K $0.35 %0.00 %as of Jun 30, 2026 ↗
Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust 2,14994.6K $0.58 %0.00 %as of Jul 31, 2026 ↗
Large Company Growth Portfolio Wilshire Mutual Funds Inc 2,11480.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 2,10980.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 2,10080K $0.00 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,97975.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,92173.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 1,91773K $0.01 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,88871.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 1,86282K $0.12 %0.00 %as of Jul 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,82569.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
AQR CVX Fusion Fund AQR Funds 1,81769.2K $0.13 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,73576.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,70364.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
LSV Global Managed Volatility Fund ADVISORS' INNER CIRCLE FUND 1,70074.9K $0.67 %0.00 %as of Jul 31, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 1,69164.4K $0.08 %0.00 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,60060.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 1,56259.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 1,46755.9K $0.48 %0.00 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 1,36760.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 1,36251.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 1,32651K $0.01 %0.00 %as of May 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,26048K $0.05 %0.00 %as of Jun 30, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 1,24955K $0.08 %0.00 %as of Jul 31, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 1,23847.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
Spectrum Fund Meeder Funds 1,20445.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 1,06346.8K $0.10 %0.00 %as of Jul 31, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 1,05440.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 95041.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 89033.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 84832.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 83531.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 80030.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust 77929.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 77429.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust 76829.6K $0.04 %0.00 %as of May 29, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 76733.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 71927.7K $0.01 %0.00 %as of May 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 71231.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 68926.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 68526.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 67025.8K $0.00 %0.00 %as of May 31, 2026 ↗
Hartford US Quality Growth ETF Lattice Strategies Trust 66429.2K $0.06 %0.00 %as of Jul 31, 2026 ↗
Growth Equity Index Fund GuideStone Funds 65925.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 65328.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 64324.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 63027.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 61223.6K $0.07 %0.00 %as of May 31, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 59122.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares U.S. Consumer Focused ETF iShares U.S. ETF Trust 57525.3K $0.09 %0.00 %as of Jul 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 56121.6K $0.00 %0.00 %as of May 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 54020.6K $0.08 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP MIDCAP GROWTH ProFunds 52820.1K $0.13 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 51019.4K $0.07 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 48421.3K $0.20 %0.00 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 48021.1K $0.16 %0.00 %as of Jul 31, 2026 ↗
Growth Fund VALIC Co I 39115K $0.00 %0.00 %as of May 31, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 38514.7K $0.02 %0.00 %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
Cite this page

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