BLOCK H & R INC HRB
COM · Common Stock · CUSIP 093671105 · ISIN US0936711052
American tax preparation company
- IndustryServices-Personal Services
- HeadquartersKansas City, MO
- Founded1955
- Websitehrblock.com
- FilingsSEC EDGAR
* 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 ($8.3m this quarter). Holder counts are more reliable. Shares outstanding: 152.3m as of 2023-01-31, 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 ≈ $36.53. Options: 17 managers hold calls ($70.9m notional), 18 hold puts ($67.5m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 460 |
| Q4 2022 | 453 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $128.6m | $75.2m | 0.58 |
| Q4 2022 | $70.9m | $67.5m | 0.95 |
Biggest buyers
| FMR LLC | Added | +4.5m |
| LAZARD ASSET MANAGEMENT LLC | Added | +1.0m |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +981.7k |
| Qube Research & Technologies Ltd | Added | +866.7k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +688.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +647.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +602.3k |
| Robeco Institutional Asset Management B.V. | Added | +543.3k |
| NORGES BANK | Added | +502.1k |
| D. E. Shaw & Co., Inc. | Added | +443.9k |
Biggest sellers
| VANGUARD GROUP INC | Reduced | -1.9m |
| JUPITER ASSET MANAGEMENT LTD | Reduced | -1.3m |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -1.2m |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | Sold out | -1.0m |
| Bank of New York Mellon Corp | Reduced | -496.7k |
| HighTower Advisors, LLC | Reduced | -461.1k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -432.4k |
| Twin Tree Management, LP | Reduced | -218.1k |
| WINTON GROUP Ltd | Reduced | -216.9k |
| MACQUARIE GROUP LTD | Reduced | -210.0k |
Biggest calls
| PEAK6 Investments LLC | Reduced | $14.3m391.3k shares |
| CITADEL ADVISORS LLC | Reduced | $12.9m354.1k shares |
| Cubist Systematic Strategies, LLC | Added | $6.9m190.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.7m184.3k shares |
| D. E. Shaw & Co., Inc. | Added | $5.8m158.8k shares |
| Walleye Trading LLC | Reduced | $5.7m154.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.0m136.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $2.9m79.7k shares |
| TWO SIGMA SECURITIES, LLC | Added | $2.8m75.6k shares |
| JANE STREET GROUP, LLC | Reduced | $2.5m67.2k shares |
Biggest puts
| PEAK6 Investments LLC | Added | $14.0m384.7k shares |
| CITADEL ADVISORS LLC | Reduced | $13.0m356.7k shares |
| Walleye Trading LLC | Added | $9.6m264.1k shares |
| D. E. Shaw & Co., Inc. | Added | $7.5m205.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.5m122.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.2m87.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $3.2m87.2k shares |
| Portman Square Capital LLP | First filing | $2.6m72.5k shares |
| JANE STREET GROUP, LLC | Reduced | $2.0m56.1k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.9m51.8k 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.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.0 pts · filed 2026-02-05 | 11.5% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-12 | 7.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
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 Q4 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $125.7k | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 4 | $6.3m | — |
| Q4 2022 | 1 | $18.9k | 1 | $3.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-14 | Jones Jeffrey J II President & CEO, director | Sold | $2.8m66.0k shares |
| 2022-12-13 | Jones Jeffrey J II President & CEO, director | Sold | $758.4k18.0k shares |
| 2022-11-03 | Gerard Robert A Director | Bought | $18.9k500 shares |
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, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 20.1m $733.2m | Added +224.7k |
| FMR LLC 0.07% of their portfolio | 19.2m $699.5m | Added +4.5m |
| VANGUARD GROUP INC 0.02% of their portfolio | 16.9m $617.1m | Reduced -1.9m |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 8.4m $308.0m | Added +27.8k |
| STATE STREET CORP 0.01% of their portfolio | 6.8m $250.9m | Reduced -174.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 3.9m $142.8m | Added +302.5k |
| LAZARD ASSET MANAGEMENT LLC 0.15% of their portfolio | 3.0m $111.1m | Added +1.0m |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.3m $85.8m | Reduced -38.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.50% of their portfolio | 2.2m $78.9m | Reduced -125.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.1m $78.1m | Added +66.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.1m $77.2m | Reduced -496.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.1m $76.4m | Reduced -55.8k |
| LSV ASSET MANAGEMENT 0.17% of their portfolio | 2.1m $75.4m | Added +27.8k |
| AQR CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 2.0m $73.2m | Added +602.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.10% of their portfolio | 1.8m $65.4m | Added +647.9k |
| NORGES BANK 0.01% of their portfolio | 1.6m $58.1m | Added +502.1k |
| Robeco Institutional Asset Management B.V. 0.16% of their portfolio | 1.5m $55.8m | Added +543.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 1.5m $53.7m | Added +229.5k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.4m $52.7m | Added +155.4k |
| Invesco Ltd. 0.01% of their portfolio | 1.4m $49.5m | Added +127.6k |
| Qube Research & Technologies Ltd 0.29% of their portfolio | 1.3m $48.9m | Added +866.7k |
| MORGAN STANLEY 0.01% of their portfolio | 1.3m $48.0m | Added +17.4k |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 1.2m $45.6m | Added +443.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.2m $42.6m | Added +68.1k |
| Artisan Partners Limited Partnership 0.07% of their portfolio | 1.1m $41.4m | Reduced -91.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 1.1m $41.1m | Added +981.7k |
| JUPITER ASSET MANAGEMENT LTD 0.57% of their portfolio | 1.1m $38.7m | Reduced -1.3m |
| BNP PARIBAS FINANCIAL MARKETS 0.10% of their portfolio | 1.0m $38.3m | Added +688.7k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.53% of their portfolio | 896.1k $32.7m | Added +8.8k |
| Pacer Advisors, Inc. 0.16% of their portfolio | 870.3k $31.8m | Added +387.6k |
| ROYCE & ASSOCIATES LP 0.29% of their portfolio | 748.8k $27.3m | Reduced -186.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 739.6k $27.0m | Added +64.8k |
| NewEdge Wealth, LLC 1.13% of their portfolio | 715.8k $26.1m | Added +40.2k |
| HighTower Advisors, LLC 0.06% of their portfolio | 696.5k $25.4m | Reduced -461.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 691.9k $25.3m | Added +321.9k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 668.4k $24.4m | Reduced -140.1k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 658.1k $24.0m | Reduced -31.6k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 633.1k $23.0m | Added +179.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 623.9k $22.8m | Reduced -132.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 614.2k $22.4m | Reduced -68.9k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 607.7k $22.2m | Reduced -210.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 601.0k $21.9m | Reduced -124.0k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 517.6k $18.9m | Added +32.5k |
| FULTON BREAKEFIELD BROENNIMAN LLC 1.57% of their portfolio | 486.3k $17.8m | Added +4.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 478.0k $17.5m | Added +69.0k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.24% of their portfolio | 405.3k $14.8m | Reduced -6.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 405.2k $14.8m | Added +9.8k |
| Man Group plc 0.05% of their portfolio | 404.1k $14.8m | Added +120.0k |
| UBS Group AG 0.01% of their portfolio | 394.6k $14.4m | Added +78.9k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 387.1k $14.1m | Reduced -46.9k |
| Swiss National Bank 0.01% of their portfolio | 386.3k $14.1m | Added +7.9k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1.81% of their portfolio | 337.7k $12.3m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.06% of their portfolio | 322.2k $11.8m | Added +912 |
| Retirement Systems of Alabama 0.04% of their portfolio | 281.6k $10.3m | Added +72.7k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 278.1k $10.2m | Reduced -132.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 261.1k $9.5m | Added +202.3k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 259.6k $9.5m | Added +11.9k |
| Candriam S.C.A. 0.06% of their portfolio | 253.6k $9.3m | Added +24.1k |
| Legal & General Group Plc 0.00% of their portfolio | 253.1k $9.2m | Reduced -2.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 246.0k $9.0m | Added +47.3k |
| Lodge Hill Capital, LLC 3.31% of their portfolio | 245.0k $8.9m | Added +125.0k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.06% of their portfolio | 242.8k $8.9m | Reduced -9.8k |
| IBEX WEALTH ADVISORS 1.94% of their portfolio | 235.1k $8.6m | Reduced -5.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 232.7k $8.5m | Reduced -4.0k |
| Sound Income Strategies, LLC 1.08% of their portfolio | 231.6k $8.5m | Added +21.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 231.1k $8.4m | Reduced -15.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.04% of their portfolio | 229.4k $8.4m | Reduced -432.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 225.2k $8.2m | Reduced -2.8k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 225.0k $8.2m | Reduced -95.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 221.9k $8.1m | Reduced -1.7k |
| Swedbank AB 0.02% of their portfolio | 216.0k $7.9m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 211.2k $7.7m | Added +766 |
| TUDOR INVESTMENT CORP ET AL 0.18% of their portfolio | 205.5k $7.5m | Added +55.9k |
| Dorsey Wright & Associates 2.18% of their portfolio | 205.0k $7.5m | First filing |
| Premier Fund Managers Ltd 0.29% of their portfolio | 201.0k $7.4m | New |
| FINANCIAL COUNSELORS INC 0.16% of their portfolio | 200.7k $7.3m | Reduced -5.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 192.8k $7.0m | Reduced -4.9k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.12% of their portfolio | 190.2k $6.9m | Reduced -46.0k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 189.3k $6.9m | Added +48.7k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 188.6k $6.9m | Reduced -2.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 187.1k $6.8m | Reduced -21.2k |
| TWINBEECH CAPITAL LP 0.13% of their portfolio | 185.1k $6.8m | New |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 174.3k $6.4m | Added +9.2k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 174.1k $6.4m | Reduced -2.6k |
| Amundi 0.00% of their portfolio | 169.8k $6.4m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 166.7k $6.1m | Added +39.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 163.3k $6.0m | Reduced -88.8k |
| Advisors Asset Management, Inc. 0.12% of their portfolio | 161.8k $5.9m | Reduced -97.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.04% of their portfolio | 159.2k $5.8m | Reduced -35.9k |
| Quantedge Capital Pte Ltd 1.86% of their portfolio | 151.7k $5.5m | Added +61.2k |
| Rodgers Brothers Inc. 1.10% of their portfolio | 149.7k $5.5m | Unchanged |
| Alberta Investment Management Corp 0.05% of their portfolio | 143.5k $5.2m | Reduced -3.7k |
| Corient Private Wealth LP 0.02% of their portfolio | 139.8k $5.1m | First filing |
| Bridgewater Associates, LP 0.03% of their portfolio | 138.0k $5.0m | Added +89.9k |
| AMALGAMATED BANK 0.04% of their portfolio | 132.6k $4.8m | Added +11.4k |
| AXA S.A. 0.02% of their portfolio | 129.4k $4.7m | Added +88.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 127.8k $4.7m | Reduced -453 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 125.6k $4.6m | Reduced -4.0k |
| Triasima Portfolio Management inc. 0.34% of their portfolio | 123.5k $4.5m | Reduced -570 |
| BARCLAYS PLC 0.00% of their portfolio | 120.8k $4.4m | First filing |