Vault-13

BLOCK H & R INC HRB

COM · Common Stock · CUSIP 093671105 · ISIN US0936711052

American tax preparation company

460 institutional holders
137,691,949137.7m shares reported held*
88.6% of all shares outstanding*
$5.9bnreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.2m this quarter). Holder counts are more reliable. Shares outstanding: 155.5m as of 2022-10-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $42.57. Options: 19 managers hold calls ($128.6m notional), 17 hold puts ($75.2m).

Biggest calls

PEAK6 Investments LLC — $31.0m727.8k shares
CITADEL ADVISORS LLC — $19.9m466.8k shares
Walleye Trading LLC — $16.0m376.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP — $12.4m291.0k shares
Parallax Volatility Advisers, L.P. — $10.7m250.7k shares
Cubist Systematic Strategies, LLC — $7.7m180.1k shares
JANE STREET GROUP, LLC — $7.2m169.7k shares
SIMPLEX TRADING, LLC — $7.0m164.7k shares
Twin Tree Management, LP — $3.5m81.7k shares
Walleye Capital LLC — $3.0m70.0k shares

Biggest puts

CITADEL ADVISORS LLC — $19.6m459.8k shares
PEAK6 Investments LLC — $14.6m342.6k shares
Cubist Systematic Strategies, LLC — $7.2m169.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP — $7.1m166.4k shares
Walleye Trading LLC — $5.8m136.2k shares
SIMPLEX TRADING, LLC — $4.9m114.8k shares
D. E. Shaw & Co., Inc. — $3.7m86.2k shares
JANE STREET GROUP, LLC — $3.3m78.6k shares
Twin Tree Management, LP — $3.2m75.5k shares
CAPITAL FUND MANAGEMENT S.A. — $2.1m49.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +1.0 pts · filed 2026-02-05 11.5% +1.0 pts 14.6m≈ $554.7m 2026-02-05
AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-12 7.6% new 9.6m≈ $366.2m 2026-08-12
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.2% new 6.6m≈ $252.3m 2026-04-30

Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (5.0%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q3 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 20: 0 buyingQ4 20: 0 sellingQ1 21: 0 buyingQ1 21: 0 sellingQ1 21Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 1 buyingQ4 21: 0 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 4 sellingQ3 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20200—0——
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20211$125.7k0——
Q1 20220—0——
Q2 20220—0——
Q3 20220—4$6.3m—
DateInsiderTradeSharesPrice ValueTheir holding
2022-09-07 Orosco Karen A Pres., Global Consumer Tax & S Sold 50,000 $45.00 $2.2m50.0k shares -36%
2022-08-18 Bowen Tony G Chief Financial Officer Sold 64,741 $48.35 $3.1m64.7k shares -45%
2022-08-18 Logerwell Kellie J VP & Chief Acct Officer Sold 6,500 $48.77 $317.0k6.5k shares -26%
2022-08-16 Wood Christianna Director · By IRA Sold 7,392 $46.96 $347.1k7.4k shares -100%
2022-08-16 Wood Christianna Director · By 401(k) Sold 5,188 $46.96 $243.6k5.2k shares -100%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.03% of their portfolio New York, NY 19,856,12819.9m $844.7m $844.7m 0.03% —
2 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 18,765,42318.8m $798.3m $798.3m 0.02% —
3 FMR LLC 0.07% of their portfolio BOSTON, MA 14,679,47414.7m $624.5m $624.5m 0.07% —
4 WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio Boston, MA 8,409,0838.4m $357.7m $357.7m 0.08% —
5 STATE STREET CORP 0.02% of their portfolio BOSTON, MA 6,993,9327.0m $299.5m $299.5m 0.02% —
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio SAN FRANCISCO, CA 3,609,5663.6m $153.6m $153.6m 0.05% —
7 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 2,611,2922.6m $111.1m $111.1m 0.03% —
8 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 2,387,4422.4m $101.6m $101.6m 0.02% —
9 JUPITER ASSET MANAGEMENT LTD 1.55% of their portfolio London, X0 2,350,0002.4m $100.0m $100.0m 1.55% —
10 FULLER & THALER ASSET MANAGEMENT, INC. 0.70% of their portfolio SAN MATEO, CA 2,287,2772.3m $97.3m $97.3m 0.70% —
11 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 2,148,2882.1m $91.4m $91.4m 0.04% —
12 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 2,073,6012.1m $88.2m $88.2m 0.01% —
13 LAZARD ASSET MANAGEMENT LLC 0.13% of their portfolio NEW YORK, NY 2,041,8012.0m $86.9m $86.9m 0.13% —
14 LSV ASSET MANAGEMENT 0.20% of their portfolio CHICAGO, IL 2,038,3182.0m $86.7m $86.7m 0.20% —
15 AQR CAPITAL MANAGEMENT LLC 0.15% of their portfolio Greenwich, CT 1,433,4481.4m $61.0m $61.0m 0.15% —
16 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,296,2351.3m $55.1m $55.1m 0.01% —
17 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,288,7731.3m $54.8m $54.8m 0.02% —
18 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio BOSTON, MA 1,242,4251.2m $52.9m $52.9m 0.08% —
19 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 1,227,4221.2m $52.2m $52.2m 0.02% —
20 Artisan Partners Limited Partnership 0.09% of their portfolio Milwaukee, WI 1,226,8401.2m $52.2m $52.2m 0.09% —
21 RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio NEW YORK, NY 1,168,7001.2m $49.7m $49.7m 0.07% —
22 HighTower Advisors, LLC 0.13% of their portfolio CHICAGO, IL 1,157,5691.2m $49.2m $49.2m 0.13% —
23 SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio London, X0 1,143,1641.1m $48.6m $48.6m 0.08% —
24 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,098,5621.1m $46.7m $46.7m 0.01% —
25 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,088,4491.1m $46.3m $46.3m 0.01% —
26 FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 1.13% of their portfolio TORONTO, A6 1,035,0191.0m $44.0m $44.0m 1.13% —
27 Robeco Institutional Asset Management B.V. 0.14% of their portfolio ROTTERDAM, P7 985,038985.0k $41.9m $41.9m 0.14% —
28 ROYCE & ASSOCIATES LP 0.45% of their portfolio New York, NY 935,132935.1k $39.8m $39.8m 0.45% —
29 WEDGE CAPITAL MANAGEMENT L L P/NC 0.64% of their portfolio CHARLOTTE, NC 887,367887.4k $37.7m $37.7m 0.64% —
30 MACQUARIE GROUP LTD 0.04% of their portfolio Sydney, NSW 2000, C3 817,732817.7k $34.9m $34.9m 0.04% —
31 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 808,578808.6k $34.4m $34.4m 0.03% —
32 D. E. Shaw & Co., Inc. 0.06% of their portfolio New York, NY 803,705803.7k $34.2m $34.2m 0.06% —
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 755,917755.9k $32.2m $32.2m 0.00% —
34 VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio San Antonio, TX 724,970725.0k $30.8m $30.8m 0.04% —
35 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 689,752689.8k $29.3m $29.3m 0.01% —
36 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 683,092683.1k $29.1m $29.1m 0.02% —
37 NewEdge Wealth, LLC 1.36% of their portfolio STAMFORD, CT 675,642675.6k $28.7m $28.7m 1.36% —
38 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio JUPITER, FL 674,810674.8k $28.7m $28.7m 0.15% —
39 ACADIAN ASSET MANAGEMENT LLC 0.15% of their portfolio Boston, MA 661,727661.7k $28.1m $28.1m 0.15% —
40 RHUMBLINE ADVISERS 0.03% of their portfolio BOSTON, MA 485,134485.1k $20.6m $20.6m 0.03% —
41 Pacer Advisors, Inc. 0.14% of their portfolio Malvern, PA 482,742482.7k $20.5m $20.5m 0.14% —
42 FULTON BREAKEFIELD BROENNIMAN LLC 1.93% of their portfolio Bethesda, MD 481,791481.8k $20.5m $20.5m 1.93% —
43 Qube Research & Technologies Ltd 0.13% of their portfolio LONDON, X0 471,329471.3k $20.1m $20.1m 0.13% —
44 HSBC HOLDINGS PLC 0.04% of their portfolio LONDON, X0 453,667453.7k $19.5m $19.5m 0.04% —
45 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 434,027434.0k $18.5m $18.5m 0.03% —
46 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.33% of their portfolio Stamford, CT 411,881411.9k $17.5m $17.5m 0.33% —
47 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 410,354410.4k $17.5m $17.5m 0.02% —
48 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 408,978409.0k $17.4m $17.4m 0.01% —
49 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 395,410395.4k $16.8m $16.8m 0.02% —
50 Swiss National Bank 0.01% of their portfolio ZURICH, V8 378,400378.4k $16.1m $16.1m 0.01% —
51 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 369,913369.9k $15.7m $15.7m 0.01% —
52 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 360,497360.5k $15.3m $15.3m 0.04% —
53 STOREBRAND ASSET MANAGEMENT AS 0.08% of their portfolio LYSAKER, Q8 321,291321.3k $13.7m $13.7m 0.08% —
54 SEI INVESTMENTS CO 0.03% of their portfolio OAKS, PA 320,451320.5k $13.6m $13.6m 0.03% —
55 UBS Group AG 0.01% of their portfolio ZURICH, V8 315,716315.7k $13.4m $13.4m 0.01% —
56 Man Group plc 0.06% of their portfolio LONDON, X0 284,143284.1k $12.1m $12.1m 0.06% —
57 Advisors Asset Management, Inc. 0.22% of their portfolio Monument, CO 259,215259.2k $11.0m $11.0m 0.22% —
58 WINTON GROUP Ltd 0.72% of their portfolio LONDON, X0 257,586257.6k $11.0m $11.0m 0.72% —
59 Legal & General Group Plc 0.00% of their portfolio London, X0 255,257255.3k $10.9m $10.9m 0.00% —
60 AMERICAN INTERNATIONAL GROUP, INC. 0.08% of their portfolio New York, NY 252,529252.5k $10.7m $10.7m 0.08% —
61 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 252,054252.1k $10.7m $10.7m 0.00% —
62 Cubist Systematic Strategies, LLC 0.08% of their portfolio STAMFORD, CT 251,851251.9k $10.7m $10.7m 0.08% —
63 Twin Tree Management, LP 0.29% of their portfolio DALLAS, TX 248,896248.9k $10.6m $10.6m 0.29% —
64 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio FRANKFURT AM MAIN, 2M 247,672247.7k $10.5m $10.5m 0.02% —
65 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio ALBANY, NY 246,676246.7k $10.5m $10.5m 0.03% —
66 IBEX WEALTH ADVISORS 2.66% of their portfolio BEDMINSTER, NJ 241,006241.0k $10.3m $10.3m 2.66% —
67 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 236,611236.6k $10.1m $10.1m 0.00% —
68 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.17% of their portfolio BALA CYNWYD, PA 236,165236.2k $10.0m $10.0m 0.17% —
69 Candriam S.C.A. 0.07% of their portfolio STRASSEN, N4 229,484229.5k $9.8m $9.8m 0.07% —
70 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 227,967228.0k $9.7m $9.7m 0.01% —
71 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 223,597223.6k $9.5m $9.5m 0.01% —
72 Swedbank AB 0.02% of their portfolio STOCKHOLM, V7 215,968216.0k $9.2m $9.2m 0.02% —
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio WEST SACRAMENTO, CA 210,474210.5k $9.0m $9.0m 0.02% —
74 Sound Income Strategies, LLC 1.30% of their portfolio FT LAUDERDALE, FL 210,110210.1k $8.9m $8.9m 1.30% —
75 Retirement Systems of Alabama 0.04% of their portfolio MONTGOMERY, AL 208,937208.9k $8.9m $8.9m 0.04% —
76 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 208,255208.3k $8.9m $8.9m 0.01% —
77 FINANCIAL COUNSELORS INC 0.22% of their portfolio Overland Park, KS 205,727205.7k $8.8m $8.8m 0.22% —
78 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 198,637198.6k $8.5m $8.5m 0.00% —
79 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio TALLAHASSEE, FL 197,623197.6k $8.4m $8.4m 0.02% —
80 TEACHER RETIREMENT SYSTEM OF TEXAS 0.06% of their portfolio AUSTIN, TX 195,092195.1k $8.3m $8.3m 0.06% —
81 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 191,296191.3k $8.1m $8.1m 0.01% —
82 Atika Capital Management LLC 0.85% of their portfolio NEW YORK, NY 177,000177.0k $7.5m $7.5m 0.85% —
83 Ensign Peak Advisors, Inc 0.02% of their portfolio SALT LAKE CITY, UT 176,725176.7k $7.5m $7.5m 0.02% —
84 CANADA LIFE ASSURANCE Co 0.02% of their portfolio WINNIPEG, A2 165,072165.1k $7.0m $7.0m 0.02% —
85 Rodgers Brothers Inc. 1.36% of their portfolio Harmony, PA 149,700149.7k $6.4m $6.4m 1.36% —
86 TUDOR INVESTMENT CORP ET AL 0.16% of their portfolio STAMFORD, CT 149,578149.6k $6.4m $6.4m 0.16% —
87 Alberta Investment Management Corp 0.05% of their portfolio EDMONTON, A0 147,201147.2k $6.3m $6.3m 0.05% —
88 LOS ANGELES CAPITAL MANAGEMENT LLC 0.03% of their portfolio LOS ANGELES, CA 144,519144.5k $6.1m $6.1m 0.03% —
89 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 140,648140.6k $6.0m $6.0m 0.01% —
90 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 130,913130.9k $5.6m $5.6m 0.01% —
91 South Dakota Investment Council 0.13% of their portfolio SIOUX FALLS, SD 130,570130.6k $5.6m $5.6m 0.13% —
92 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 129,539129.5k $5.5m $5.5m 0.00% —
93 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.07% of their portfolio New York, NY 128,205128.2k $5.5m $5.5m 0.07% —
94 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 127,239127.2k $5.4m $5.4m 0.01% —
95 Triasima Portfolio Management inc. 0.43% of their portfolio MONTREAL, A8 124,100124.1k $5.3m $5.3m 0.43% —
96 AMALGAMATED BANK 0.05% of their portfolio NEW YORK, NY 121,256121.3k $5.2m $5.2m 0.05% —
97 Lodge Hill Capital, LLC 1.89% of their portfolio NEW YORK, NY 120,000120.0k $5.1m $5.1m 1.89% —
98 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 116,910116.9k $5.0m $5.0m 0.01% —
99 COMERICA BANK 0.04% of their portfolio DALLAS, TX 116,873116.9k $4.9m $4.9m 0.04% —
100 TEXAS PERMANENT SCHOOL FUND CORP 0.08% of their portfolio AUSTIN, TX 114,779114.8k $4.9m $4.9m 0.08% —