Comparable stake leader
FMR LLC
SEC ownership of H&R BLOCK INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000012659.
Disclosed value leader
FMR LLC
Comparable rows
4/50
Latest evidence
30 Jun 2026
- Public ticker
- HRB on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
FMR LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
4 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
FMR LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000012659
- Issuer location
- Kansas City, MO
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of H&R BLOCK INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
FMR LLC
Disclosed value leader
FMR LLC
Comparable rows
4/50
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 12%
46 rows are not safely comparable across share classes.
13D/G row: FMR LLC
Showing 1-8 of 50 holder rows.
Quick read
FMR LLC leads the comparable SEC ownership view at 12%.
4 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens FMR LLC's linked filing trail.
Comparable ownership
Top 4
FMR LLC
12%
AQR CAPITAL MANAGEMENT LLC
7.6%
VANGUARD CAPITAL MANAGEMENT LLC
5.2%
VANGUARD PORTFOLIO MANAGEMENT LLC
5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FMR LLC |
13D/G
13F
Company
|
12%
Reported 13D/G
· 31 Dec 2025
|
$634,844,716
14,567,341 shares
|
+$6,901,198 | 31 Dec 2025 |
| AQR CAPITAL MANAGEMENT LLC |
13D/G
13F
Company
|
7.6%
Reported 13D/G
· 30 Jun 2026
|
$380,713,514
9,616,406 shares
|
$0 | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
13D/G
Company · Vanguard Capital Management
|
5.2%
Reported 13D/G
· 31 Mar 2026
|
$217,556,600
5,713,146 shares
|
— | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5%
Reported 13D/G
· 30 Jun 2026
|
$249,851,817
6,310,983 shares
|
-$40,389,718 | 30 Jun 2026 |
| BlackRock, Inc. |
13F
Company
|
—
denominator unverified
|
$621,703,253
16,326,241 shares
|
— | 30 Jun 2026 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$160,033,526
4,157,916 shares
|
— | 30 Jun 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
Company
|
—
denominator unverified
|
$151,403,129
3,975,923 shares
|
— | 30 Jun 2026 |
| LAZARD ASSET MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$123,549,570
3,244,474 shares
|
— | 30 Jun 2026 |
How to read this table
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$14,046,147.
Buys
$0
Insiders: 0
Sells
$14,046,147
Insiders: 2
Net
-$14,046,147
Shares: -307,967
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 307,967
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 2,700 | $0 | $109,853 | -$109,853 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 305,267 | $0 | $13,936,294 | -$13,936,294 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 23 reporting-owner rows connected to H&R BLOCK INC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
23
Largest Forms 3/4/5 holder
Jeffrey J. Jones II
Net 12M change
-$14,046,147
Latest report
30 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jeffrey J. Jones II | President & CEO, Director | $38,366,663 | -$13,936,294 | -27% | Filing P/S | 19 Nov 2025 |
| Robert A. Gerard | Director | $17,055,318 | Mixed | 05 Nov 2025 | ||
| Victoria Reich | Director | $6,111,199 | Mixed | 05 Nov 2025 | ||
| Christianna Wood | Director | $5,736,629 | Mixed | 16 Aug 2022 | ||
| Tony G. Bowen | Chief Financial Officer | $5,656,196 | Mixed | 31 Aug 2024 | ||
| Johnson Richard A. | Director | $4,615,868 | Mixed | 05 Nov 2025 | ||
| Karen A. Orosco | Pres., Global Consumer Tax & S | $4,226,213 | Mixed | 07 Sep 2022 | ||
| Thomas A. Gerke | Gen. Counsel & Chief Admin Off | $4,025,993 | Mixed | 31 Aug 2021 | ||
| Curtis A. Campbell | President & CEO, Director | $3,399,906 | Mixed | 31 Aug 2026 | ||
| Matthew E. Winter | Director | $2,987,815 | Mixed | 05 Nov 2025 | ||
| Dara S. Redler | Chief Legal & Admin. Officer | $2,217,615 | Mixed | 31 Aug 2026 | ||
| Anuradha Gupta | Director | $2,188,664 | Mixed | 05 Nov 2025 | ||
| Sean Cohan | Director | $1,437,600 | Mixed | 05 Nov 2025 | ||
| Mia Mends | Director | $1,437,600 | Mixed | 05 Nov 2025 | ||
| Yolande G. Piazza | Director | $1,327,549 | Mixed | 03 Nov 2023 | ||
| Tiffany L. Mason | Chief Financial Officer | $1,251,680 | Mixed | 31 Aug 2026 | ||
| Scott Manuel | Chief Strategy & Operations Of | $1,196,552 | Mixed | 31 Aug 2026 | ||
| Kellie J. Logerwell | VP & Chief Acct Officer | $1,114,067 | Mixed | 31 Aug 2025 | ||
| Mark J. Darling | Chief Retail Officer | $878,339 | -$109,853 | -11% | Filing P/S | 30 Sep 2026 |
| April M. Wasleski | VP & Chief Acct Officer | $232,937 | Mixed | 31 Aug 2026 |
Recent insider transactions for H&R BLOCK INC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Mark J. Darling | HRB | Common Stock | Sale | -11.1% | $109,853 | $40.69 | -2,700 | 21,588 | 30 Sep 2026 | Direct |
| Curtis A. Campbell | HRB | Common Stock | Tax liability | -3.08% | -2,833 | 89,283 | 31 Aug 2026 | Direct | ||
| Curtis A. Campbell | HRB | Common Stock | Award | 114.3% | 49,129 | 92,116 | 31 Aug 2026 | Direct | ||
| Mark J. Darling | HRB | Common Stock | Tax liability | -14.5% | -4,129 | 24,288 | 31 Aug 2026 | Direct | ||
| Mark J. Darling | HRB | Common Stock | Award | 27.3% | 6,099 | 28,417 | 31 Aug 2026 | Direct | ||
| Scott Manuel | HRB | Common Stock | Tax liability | -10.6% | -3,736 | 31,422 | 31 Aug 2026 | Direct | ||
| Scott Manuel | HRB | Common Stock | Award | 44.6% | 10,843 | 35,158 | 31 Aug 2026 | Direct | ||
| Tiffany L. Mason | HRB | Common Stock | Tax liability | -9.65% | -3,510 | 32,870 | 31 Aug 2026 | Direct | ||
| Tiffany L. Mason | HRB | Common Stock | Award | 59.4% | 13,553 | 36,380 | 31 Aug 2026 | Direct | ||
| Dara S. Redler | HRB | Common Stock | Tax liability | -17.3% | -12,219 | 58,236 | 31 Aug 2026 | Direct | ||
| Dara S. Redler | HRB | Common Stock | Award | 16.2% | 9,826 | 70,455 | 31 Aug 2026 | Direct | ||
| April M. Wasleski | HRB | Common Stock | Tax liability | -6.32% | -413 | 6,117 | 31 Aug 2026 | Direct | ||
| April M. Wasleski | HRB | Common Stock | Award | 27.9% | 1,426 | 6,530 | 31 Aug 2026 | Direct | ||
| Dara S. Redler | HRB | Common Stock | Award | 39.8% | 17,271 | 60,629 | 12 Aug 2026 | Direct | ||
| Mark J. Darling | HRB | Common Stock | Award | 24.8% | 4,429 | 22,318 | 12 Aug 2026 | Direct | ||
| Curtis A. Campbell | HRB | Common Stock | Tax liability | -0.03% | -11 | 42,987 | 08 Jul 2026 | Direct | ||
| Curtis A. Campbell | HRB | Common Stock | Tax liability | -2.33% | -1,016 | 42,558 | 03 Jun 2026 | Direct | ||
| Stephanie Plaines | HRB | Common Stock | Award | 3,727 | 3,727 | 22 Jan 2026 | Direct | |||
| Christian H. Charnaux | HRB | Common Stock | Award | 3,727 | 3,727 | 22 Jan 2026 | Direct | |||
| Geralyn Breig | HRB | Common Stock | Award | 3,727 | 3,727 | 22 Jan 2026 | Direct | |||
| Mark J. Darling | HRB | Common Stock | Award | 9.23% | 1,481 | 17,528 | 05 Jan 2026 | Direct | ||
| Curtis A. Campbell | HRB | Common Stock | Award | 67.2% | 17,216 | 42,822 | 05 Jan 2026 | Direct | ||
| Jeffrey J. Jones II | HRB | Common Stock | Sale | -13% | $5,738,121 | $44.54 | -128,818 | 861,313 | 19 Nov 2025 | Direct |
| Jeffrey J. Jones II | HRB | Common Stock | Gift | -4.35% | -45,000 | 990,131 | 19 Nov 2025 | Direct | ||
| Jeffrey J. Jones II | HRB | Common Stock | Options Exercise | 14.2% | 128,818 | 1,035,131 | 19 Nov 2025 | Direct | ||
| Jeffrey J. Jones II | HRB | Stock Option (Right to Buy) | Options Exercise | -100% | -128,818 | 0 | 19 Nov 2025 | Direct | ||
| Jeffrey J. Jones II | HRB | Common Stock | Sale | -16.3% | $8,198,173 | $46.46 | -176,449 | 906,313 | 12 Nov 2025 | Direct |
| Jeffrey J. Jones II | HRB | Common Stock | Options Exercise | 15.5% | 145,087 | 1,082,762 | 12 Nov 2025 | Direct | ||
| Jeffrey J. Jones II | HRB | Stock Option (Right to Buy) | Options Exercise | -53% | -145,087 | 128,818 | 12 Nov 2025 | Direct | ||
| Victoria Reich | HRB | Common Stock | Award | 3.49% | 3,927 | 116,362 | 05 Nov 2025 | Direct | ||
| Sean Cohan | HRB | Common Stock | Award | 16% | 3,927 | 28,428 | 05 Nov 2025 | Direct | ||
| Robert A. Gerard | HRB | Common Stock | Award | 1.26% | 3,927 | 316,262 | 05 Nov 2025 | Direct | ||
| Anuradha Gupta | HRB | Common Stock | Award | 9.98% | 3,927 | 43,280 | 05 Nov 2025 | Direct | ||
| Richard A. Johnson | HRB | Common Stock | Award | 12.6% | 10,209 | 91,277 | 05 Nov 2025 | Direct | ||
| Mia Mends | HRB | Common Stock | Award | 16% | 3,927 | 28,428 | 05 Nov 2025 | Direct | ||
| Matthew E. Winter | HRB | Common Stock | Award | 7.12% | 3,927 | 59,083 | 05 Nov 2025 | Direct | ||
| April M. Wasleski | HRB | Common Stock | Award | 200.6% | 3,293 | 4,934 | 01 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.