H&R Block, Inc. HRB

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53.45 USD +1.20 (+2.30%)

Nov 3, 2026, 3:50 PM EST

52.02 Day range 53.91
28.16 52-week range 58.67
YTD
+22.65%
1 year
+8.13%

Held by funds

265 US ETFs and mutual funds hold HRB · largest positions

Funds holding HRB, by value held
FundValue heldWeight in fund
IJH $227.36M0.18%
VTI $160.26M0.01%
NJH $154.41M0.13%
AFTY $134.98M1.47%
DVY $129.28M0.55%
VB $113.39M0.06%
DJJ $94.86M0.42%
VBR $73.77M0.11%
VXF $56.71M0.06%
SDVY $56.36M0.51%
DFAS $51.49M0.15%
MDY $45.14M0.18%
FETKX $34.26M0.42%
SCHA $34.24M0.16%
VIRS $34.10M2.01%
SPMD $33.30M0.18%
FEQIX $28.16M0.24%
FNDA $27.53M0.31%
IWR $27.28M0.05%
CALF $27.14M0.70%

Ownership

Held by insiders 0.69%
Held by institutions 105.78%
Float held by institutions 106.52%
Institutions 743

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.13.33%16,326,241852.88MJun 29, 2026
FMR, LLC12.85%15,744,303822.48MJun 29, 2026
AQR Capital Management, LLC7.85%9,616,406502.36MJun 29, 2026
Vanguard Portfolio Management LLC5.07%6,210,650324.44MJun 29, 2026
Vanguard Capital Management LLC4.66%5,713,146298.45MJun 29, 2026
State Street Corporation3.39%4,157,916217.21MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
iShares Trust-iShares Core S&P Mid-Cap ETF3.58%4,386,429229.15MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.29%4,027,673210.41MJun 29, 2026
Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund3.09%3,784,777197.72MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.37%2,907,976151.91MJun 29, 2026
iShares Trust-iShares Select Dividend ETF2.04%2,504,945130.86MSep 29, 2026
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 1.62%1,979,205103.39MAug 30, 2026
HRB insiders
InsiderRelationLatest transactionDateShares held
CAMPBELL CURTIS AChief Executive OfficerStock Award(Grant)Aug 30, 202689,283
GERARD ROBERT ADirectorStock Award(Grant)Nov 4, 2025337,262
GUPTA ANURADHADirectorStock Award(Grant)Nov 4, 202543,279
JOHNSON RICHARD ADirectorStock Award(Grant)Nov 4, 202591,276
JONES JEFFREY J IIChief Executive OfficerConversion of Exercise of derivative securityNov 18, 2025861,313
MANUEL SCOTTOfficerStock Award(Grant)Aug 30, 202631,422