Who owns HRB
469 institutions reported holding HRB for 2026Q1, together 94% of the company, fewer than the 490 a quarter earlier.
469
Institutions reporting a position · as of 2026Q1 · down from 490 the quarter before
- Shares held by institutions
- 120.5M
Shares held by institutions · 94% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $3.83B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 42%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 72
- Positions exited
- 99
- Added to
- 193
- Reduced
- 129
- Top 10 holdersof the company
- 54%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 469 | 120.5M | $3.83B |
| 2025Q4 | 490 | 117.3M | $5.11B |
| 2025Q3 | 531 | 119.2M | $5.92B |
| 2025Q2 | 546 | 122.8M | $6.74B |
| 2025Q1 | 547 | 127.3M | $6.93B |
| 2024Q4 | 539 | 125.0M | $6.63B |
| 2024Q3 | 532 | 123.1M | $7.82B |
| 2024Q2 | 488 | 125.6M | $6.81B |
| 2024Q1 | 469 | 126.8M | $6.22B |
| 2023Q4 | 458 | 125.3M | $6.06B |
| 2023Q3 | 403 | 131.2M | $5.65B |
| 2023Q2 | 388 | 134.3M | $4.29B |
| 2023Q1 | 416 | 141.8M | $4.99B |
| 2022Q4 | 445 | 143.0M | $5.22B |
| 2022Q3 | 454 | 137.6M | $5.85B |
| 2022Q2 | 426 | 137.7M | $4.88B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Inc. | 15.5M | 12% | $493M |
| FMR LLC | 15.3M | 12% | $485M |
| VANGUARD GROUP INC | 14.0M | 11% | $444M |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.3M | 3.3% | $136M |
| STATE STREET CORP | 4.0M | 3.1% | $128M |
| LAZARD ASSET MANAGEMENT LLC | 3.8M | 2.9% | $119M |
| CITADEL ADVISORS LLC | 3.2M | 2.5% | $101M |
| AQR CAPITAL MANAGEMENT LLC | 3.2M | 2.5% | $100M |
| GEODE CAPITAL MANAGEMENT LLC | 3.1M | 2.5% | $100M |
| NORTHERN TRUST CORP | 3.0M | 2.4% | $96M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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