H&R Block (LTS:0HOB) Institutional Ownership: 69.85% (As of Aug. 03, 2026)

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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LTS:0HOB H&R Block Inc LTS:0HOB
85 GF Score
Price $43.97
GF Value $62.67
Valuation Significantly Undervalued
! 1 Warning Sign
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What is H&R Block Institutional Ownership?

H&R Block LTS:0HOB -1.97% 85 Institutional Ownership is 69.85% as of Aug. 03, 2026. GuruFocus rates LTS:0HOB with a GF Score™ of 85/100 and a GF Value™ of $62.67 (Significantly Undervalued). The stock has 1 warning sign investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, H&R Block's institutional ownership is 69.85%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, H&R Block's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, H&R Block's Float Percentage Of Total Shares Outstanding is 62.19%.

H&R Block Institutional Ownership Historical Data

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The historical data trend for H&R Block's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

H&R Block Institutional Ownership Chart

H&R Block Historical Data

The historical data trend for H&R Block can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 71.09 70.80 70.97 68.46 66.06 66.93 68.45 68.34 68.44 69.85
LTS:0HOB
85GF Score
H&R Block Inc LTS:0HOB
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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H&R Block Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 69.85% mean?
H&R Block (LTS:0HOB) has a Institutional Ownership of 69.85% as of Aug. 03, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on H&R Block and its competitors.
Is H&R Block's Institutional Ownership too high?
H&R Block's current Institutional Ownership is 69.85%. Overall, H&R Block has a GF Score™ of 85/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does H&R Block's Institutional Ownership compare to FTDR and ANDG?
H&R Block's Institutional Ownership of 69.85% can be compared against companies in the Personal Services industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Personal Services company?
A good Institutional Ownership depends on the Personal Services industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on H&R Block and its competitors. H&R Block's current Institutional Ownership is 69.85%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is H&R Block stock overvalued right now?
Based on GuruFocus' analysis, H&R Block (LTS:0HOB) is currently considered Significantly Undervalued. The stock's GF Value™ is $62.67, compared to a current price of $43.97 — trading 29.8% below its estimated fair value. The current Institutional Ownership is 69.85%. H&R Block's overall GF Score™ is 85/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For H&R Block (LTS:0HOB), the current Institutional Ownership is 69.85% as of Aug. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is H&R Block (LTS:0HOB) Overvalued in 2026?

Based on GuruFocus' analysis, H&R Block stock appears to be undervalued. The current stock price of $43.97 is trading 29.8% below its estimated GF Value™ of $62.67. GuruFocus considers H&R Block to be Significantly Undervalued.

Key valuation signals for LTS:0HOB:

  • Institutional Ownership: 69.85%
  • GF Value™: $62.67 vs. price of $43.97 (29.8% below fair value)
  • GF Score™: 85/100 with 1 warning sign

No single metric tells the full story. See the LTS:0HOB stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

H&R Block Business Description

Address One H&R Block Way, Kansas City, MO, USA, 64105
H&R Block Inc provides income tax return preparation services, digital do-it-yourself tax solutions, and other services related to income tax preparation to the general public in the United States, Canada, and Australia. The company mainly prepares tax returns for customers within the United States through its company-owned offices, franchise locations, and online tax software. The vast majority of H&R Block's offices are located in the U.S. The company derives the majority of its total revenue from the U.S. assisted tax preparation fees. Revenue from franchise and product royalties and digital do-it-yourself tax solutions is also relatively.
85GF Score

Get the complete analysis for LTS:0HOB

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$43.97
Price
$62.67
GF Value