Security key
093671105
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 126,917,644
- Total 13F shares
- 120,676,106
- Share change
- +3,401,169
- Total reported value
- $3,832,805,189
- Put/Call ratio
- 178%
- Price per share
- $31.74
- Number of holders
- 475
- Value change
- +$9,967,946
- Number of buys
- 280
- Number of sells
- 222
Report period
Q1 2026
Institutions
475
Top holders
10
HRB full security history
Previous quarter: Q4 2025
H&R BLOCK INC SEC filings
H&R BLOCK INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 093671105
Recent filing periods:
Top shareholders of HRB - H&R BLOCK INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FMR LLC |
13F
13D/G
|
Company |
12%
from 13D/G
|
14,567,341
|
$634,844,716 | — | 31 Dec 2025 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
|
Vanguard Portfolio Management |
5.8%
|
7,331,183
|
$232,691,748 | $0 | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
|
Vanguard Capital Management |
5.2%
|
6,625,101
|
$210,280,706 | $0 | 31 Mar 2026 | |
| Jeffrey J. Jones II |
3/4/5
|
President & CEO, Director |
0.68%
|
861,313
|
$38,366,663 | -$13,936,294 | 19 Nov 2025 | |
| Robert A. Gerard |
3/4/5
|
Director |
0.27%
|
337,262
|
$17,055,318 | — | 05 Nov 2025 | |
| Victoria Reich |
3/4/5
|
Director |
0.1%
|
120,846
|
$6,111,199 | — | 05 Nov 2025 | |
| Johnson Richard A. |
3/4/5
|
Director |
0.07%
|
91,277
|
$4,615,868 | — | 05 Nov 2025 | |
| Matthew E. Winter |
3/4/5
|
Director |
0.05%
|
59,083
|
$2,987,815 | — | 05 Nov 2025 | |
| Anuradha Gupta |
3/4/5
|
Director |
0.03%
|
43,280
|
$2,188,664 | — | 05 Nov 2025 | |
| Curtis A. Campbell |
3/4/5
|
President & CEO, Director |
0.03%
|
42,822
|
$1,866,176 | — | 05 Jan 2026 | |
| Dara S. Redler |
3/4/5
|
Chief Legal & Admin. Officer |
0.03%
|
41,885
|
$2,108,897 | — | 31 Aug 2025 | |
| Mia Mends |
3/4/5
|
Director |
0.02%
|
28,428
|
$1,437,600 | — | 05 Nov 2025 | |
| Sean Cohan |
3/4/5
|
Director |
0.02%
|
28,428
|
$1,437,600 | — | 05 Nov 2025 | |
| Scott Manuel |
3/4/5
|
Chief Strategy & Operations Of |
0.02%
|
23,386
|
$1,177,462 | — | 31 Aug 2025 | |
| Kellie J. Logerwell |
3/4/5
|
VP & Chief Acct Officer |
0.02%
|
22,126
|
$1,114,067 | — | 31 Aug 2025 | |
| Tiffany L. Mason |
3/4/5
|
Executive VP, Finance |
0.02%
|
21,944
|
$1,104,866 | — | 31 Aug 2025 | |
| Mark J. Darling |
3/4/5
|
Chief Retail Officer |
0.01%
|
17,528
|
$763,880 | — | 05 Jan 2026 | |
| April M. Wasleski |
3/4/5
|
VP & Chief Acct Officer |
0%
|
4,934
|
$249,520 | — | 01 Nov 2025 | |
| Christian H. Charnaux |
3/4/5
|
Director |
0%
|
3,727
|
$161,863 | — | 22 Jan 2026 | |
| Geralyn Breig |
3/4/5
|
Director |
0%
|
3,727
|
$161,863 | — | 22 Jan 2026 | |
| Stephanie Plaines |
3/4/5
|
Director |
0%
|
3,727
|
$161,863 | — | 22 Jan 2026 | |
| BlackRock, Inc. |
13F
|
Company |
12%
|
15,831,228
|
$689,924,905 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
13,313,823
|
$580,216,406 | — | 31 Dec 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
3.4%
|
4,285,516
|
$186,762,797 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.1%
|
3,985,160
|
$175,390,577 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.7%
|
3,402,728
|
$146,997,847 | — | 31 Dec 2025 | |
| Boston Partners |
13F
|
Company |
2.4%
|
3,065,070
|
$133,571,557 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
2,890,440
|
$125,985,349 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2%
|
2,519,882
|
$109,816,186 | — | 31 Dec 2025 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
2%
|
2,492,030
|
$108,602,667 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.9%
|
2,415,655
|
$105,274,244 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.4%
|
1,794,481
|
$78,203,482 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.3%
|
1,697,916
|
$73,995,180 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.3%
|
1,598,948
|
$69,682,154 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
1.3%
|
1,593,419
|
$69,441,200 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
1,576,650
|
$68,710,407 | — | 31 Dec 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
1.2%
|
1,534,451
|
$66,871,000 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
1,500,953
|
$65,411,560 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
1,419,957
|
$61,881,739 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
1.1%
|
1,345,723
|
$58,646,608 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.93%
|
1,175,635
|
$51,234,173 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.83%
|
1,053,722
|
$45,921,207 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.83%
|
1,052,391
|
$45,863,199 | — | 31 Dec 2025 | |
| Ranmore Fund Management Ltd |
13F
|
Company |
0.75%
|
948,000
|
$41,313,840 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.74%
|
934,917
|
$40,743,683 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.71%
|
902,067
|
$39,312,067 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.69%
|
873,613
|
$38,072,055 | — | 31 Dec 2025 | |
| NewEdge Wealth, LLC |
13F
|
Company |
0.66%
|
843,749
|
$36,770,589 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.66%
|
839,268
|
$36,575,299 | — | 31 Dec 2025 | |
| Lodge Hill Capital, LLC |
13F
|
Company |
0.63%
|
800,000
|
$34,864,000 | — | 31 Dec 2025 |
Institutional Holders of H&R BLOCK INC - Common Stock (HRB) as of Q1 2026
As of 31 Mar 2026,
H&R BLOCK INC - Common Stock (HRB) was held by
475 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
120,676,106 shares.
The largest 10 holders included
BlackRock, Inc., FMR LLC, VANGUARD PORTFOLIO MANAGEMENT LLC, VANGUARD CAPITAL MANAGEMENT LLC, FULLER & THALER ASSET MANAGEMENT, INC., STATE STREET CORP, LAZARD ASSET MANAGEMENT LLC, CITADEL ADVISORS LLC, AQR CAPITAL MANAGEMENT LLC, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
475
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
501
Q1 2026 holders
475
Holder diff
-26
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.