H&R Block (HRB)
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$42.86
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13F · 13D/G · Form 4
| Institutions | ≈ 103.43% | 127.49M shares | |
|---|---|---|---|
| 560 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.48% | 1.82M shares | |
| 18 holders · as of Sep 2, 2026 | |||
| Adds to | 104.91% | ||
123.27M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 104.91%; nothing is left for Other.
13F, as of Jun 30, 2026
560 holders · 127.49M shares · 127 new positions · 324 increased · 146 reduced · 72 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 16.33M | 13.24% | +787.4K | Aug 7, 2026 |
| FMR LLC | 15.74M | 12.77% | +456.9K | Aug 13, 2026 |
| AQR Capital Management LLC | 9.62M | 7.80% | +6.43M | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 6.21M | 5.04% | −1.06M | Aug 13, 2026 |
| Vanguard Capital Management LLC | 5.71M | 4.63% | +58.1K | Aug 13, 2026 |
| State Street Corp | 4.16M | 3.37% | +163.1K | Aug 7, 2026 |
| Fuller & Thaler Asset Management, Inc. | 3.98M | 3.23% | −304.4K | Aug 12, 2026 |
| Lazard Asset Management LLC | 3.24M | 2.63% | −516.6K | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 11.50% | 14.57M | 13G | Feb 5, 2026 |
| AQR Capital Management, LLC | 7.59% | 9.62M | 13G | Aug 12, 2026 |
| Vanguard Portfolio Management | 5.78% | 7.33M | 13G | Apr 29, 2026 |
| Vanguard Capital Management | 5.22% | 6.63M | 13G | Apr 30, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Nov 19, 2025 | Jeffrey J. II Jonesdirector, officer: President & CEO | Sale | 128,818 | $44.54 | 861,313 |
| Nov 12, 2025 | Jeffrey J. II Jonesdirector, officer: President & CEO | Sale | 176,449 | $46.46 | 906,313 |
House and Senate disclosures
Not reported.
