$HRB

$47.80 -$0.18 (0.38%) Close

$HRB Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 123.3M shares outstanding

Who owns HRB?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 57.6%

BlackRock, Inc. 13.2% · FMR LLC 12.8%

Institutional ownership

100.0%

+1.5 pts vs last qtr

Institutional holders

541

+54 vs last qtr

Net shares bought

+6.4M

by institutions in Q2 2026

New / sold out

127 / 73

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +6.4M
Los Angeles Capital Management LLC +1.2M

Biggest sellers in Q2 2026

Citadel Advisors LLC −2.6M
Himalaya Capital Management LLC SOLD OUT −1.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$14M

3 notices from 2 people

Shares covered

308.0K

0.25% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jones Jeffrey J II Officer $13.9M
Darling Mark J. Officer $110K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

−39.8%

−5.48% a year

Each share's claim on the business

+66.1%

grew without buying or selling a share

Spent on buybacks vs paid in stock

— vs $284M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years78% 3–5 years6% 1–3 years5% Under 1 year10%

Quarterly turnover

15.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HRB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	16.3M	13.24%	+787.4K (+5.1%)	≤2021	0.0%
Shares held by quarter Peak holding16.4M (Q4'24) Change over 8 quarters+149.3K Share of the company13.240% BlackRock, Inc.'s full portfolio →
F FMR LLC	15.7M	12.77%	+456.9K (+3.0%)	≤2021	0.0%
Shares held by quarter Peak holding18.9M (Q3'24) Change over 8 quarters−3.2M Share of the company12.770% FMR LLC's full portfolio →

BlackRock, Inc.

16.3M

% of company

13.24%

Change vs last qtr

+787.4K (+5.1%)

Held since

≤2021

FMR LLC

15.7M

% of company

12.77%

Change vs last qtr

+456.9K (+3.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding H & R Block Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HRB on Form N-PORT; together they hold 47.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$165M	4.3M	3.52%	0.13%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$153M	4.0M	3.27%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$165M

% of company

3.52%

% of the fund

0.13%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$153M

% of company

3.27%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding H & R Block Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JJ Jones Jeffrey J II Insider	861.3K	0.70%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.700% Jones Jeffrey J II's insider activity →
GR Gerard Robert A Insider	337.3K	0.27%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.270% Gerard Robert A's insider activity →

Jones Jeffrey J II

Insider

861.3K

% of company

0.70%

Change vs last qtr

—

Held since

—

Gerard Robert A

Insider

337.3K

% of company

0.27%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of H & R Block Inc.

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