H&R Block, Inc. (HRB)
NYSE: HRB · Services-Personal Services · Kansas City, MO · filing with the SEC since 1994
Grade6.6
◀ Past 6.9● Present 6.5▶ Future 6.4
Who owns H&R Block, Inc.
As filed with the SECHolders of 5% or more
3
Fmr LLC holds 11.5% of COMMON STOCK, as its SCHEDULE 13G/A filed Feb 5, 2026 says.
Directors and officers
18
report now, of 34 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Fmr LLC
SCHEDULE 13G/A · filed Feb 5, 2026 · COMMON STOCK · 10.5% in Feb 12, 2025
AQR Capital Management, LLC
SCHEDULE 13G · filed Aug 12, 2026 · Common Stock, without par value
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Vanguard Portfolio Management
SCHEDULE 13G/A · filed Jul 31, 2026 · Common Stock · reported falling below 5%, from 5.78% in Apr 29, 2026
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What HRB reports owning in othersstakes of 5% or more, and other ties
80 subsidiaries in 8 countries, from the list filed with the 10-K filed Aug 14, 2026.
Insider tradesForm 4
3sales
0purchases
0sales on a scheduled plan
2people selling
$14.0Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 3, 2025 to Nov 3, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 3, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 34 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Jones Jeffrey J II | President & CEO | 2 | $13.9M | 0 | 0 | $0 |
| Darling Mark J. | Chief Retail Officer | 1 | $100,000 | 0 | 0 | $0 |