HRB · NYSE · Personal Products & Services

H&R Block (HRB)

Combines tax professionals, DIY filing software, and small-business financial tools.

$42.86
After hours−0.01 (−0.01%)
At close$42.87(−3.67%)

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
Insiders1.48%1.82M shares
18 holders · as of Sep 2, 2026
Adds to104.91%

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 · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
13.24%16.33Mas of Jun 30, 2026
FMR LLCInstitution
12.77%15.74Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
7.80%9.62Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.04%6.21Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.63%5.71Mas of Jun 30, 2026
State Street CorpInstitution
3.37%4.16Mas of Jun 30, 2026
Fuller & Thaler Asset Management, Inc.Institution
3.23%3.98Mas of Jun 30, 2026
Lazard Asset Management LLCInstitution
2.63%3.24Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.48%3.06Mas of Jun 30, 2026
Northern Trust CorpInstitution
2.38%2.93Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.84%2.27Mas of Jun 30, 2026
Morgan StanleyInstitution
1.77%2.19Mas of Jun 30, 2026
First Trust Advisors LPInstitution
1.63%2.01Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.56%1.92Mas of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
1.55%1.91Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.50%1.85Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.50%1.85Mas of Jun 30, 2026
Los Angeles Capital Management LLCInstitution
1.39%1.71Mas of Jun 30, 2026
LSV Asset ManagementInstitution
1.29%1.59Mas of Jun 30, 2026
Bank of New York Mellon CorpInstitution
1.20%1.48Mas of Jun 30, 2026
Ranmore Fund Management LtdInstitution
1.14%1.40Mas of Jun 30, 2026
Norges BankInstitution
0.99%1.22Mas of Jun 30, 2026
Framtiden Holdings Management Co LLCInstitution
0.92%1.14Mas of Jun 30, 2026
Royce & Associates LPInstitution
0.86%1.06Mas of Jun 30, 2026
Invesco Ltd.Institution
0.79%977,704as of Jun 30, 2026

13F, as of Jun 30, 2026

560 holders · 127.49M shares · 127 new positions · 324 increased · 146 reduced · 72 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.16.33M13.24%+787.4KAug 7, 2026
FMR LLC15.74M12.77%+456.9KAug 13, 2026
AQR Capital Management LLC9.62M7.80%+6.43MAug 14, 2026
Vanguard Portfolio Management LLC6.21M5.04%−1.06MAug 13, 2026
Vanguard Capital Management LLC5.71M4.63%+58.1KAug 13, 2026
State Street Corp4.16M3.37%+163.1KAug 7, 2026
Fuller & Thaler Asset Management, Inc.3.98M3.23%−304.4KAug 12, 2026
Lazard Asset Management LLC3.24M2.63%−516.6KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
FMR LLC11.50%14.57M13GFeb 5, 2026
AQR Capital Management, LLC7.59%9.62M13GAug 12, 2026
Vanguard Portfolio Management5.78%7.33M13GApr 29, 2026
Vanguard Capital Management5.22%6.63M13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Nov 19, 2025
Jeffrey J. II Jonesdirector, officer: President & CEO
Sale128,818$44.54861,313
Nov 12, 2025
Jeffrey J. II Jonesdirector, officer: President & CEO
Sale176,449$46.46906,313

House and Senate disclosures

Not reported.