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 ($13.3m this quarter). Holder counts are more reliable. Shares outstanding: 137.0m as of 2024-10-31, 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 ≈ $63.54. Options: 16 managers hold calls ($50.8m notional), 16 hold puts ($71.5m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 460 |
| Q4 2022 | 453 |
| Q1 2023 | 424 |
| Q2 2023 | 398 |
| Q3 2023 | 413 |
| Q4 2023 | 468 |
| Q1 2024 | 479 |
| Q2 2024 | 497 |
| Q3 2024 | 543 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 203 | 219 |
| Q1 2023 | 191 | 238 |
| Q2 2023 | 166 | 237 |
| Q3 2023 | 190 | 193 |
| Q4 2023 | 207 | 203 |
| Q1 2024 | 211 | 229 |
| Q2 2024 | 239 | 213 |
| Q3 2024 | 260 | 225 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $43.3m | $45.0m | 1.04 |
| Q1 2024 | $75.6m | $53.6m | 0.71 |
| Q2 2024 | $35.1m | $50.7m | 1.45 |
| Q3 2024 | $50.8m | $71.5m | 1.41 |
Biggest buyers
| MORGAN STANLEY | Added | +1.2m |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Added | +732.4k |
| Qube Research & Technologies Ltd | Added | +659.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +640.4k |
| TRUIST FINANCIAL CORP | Added | +631.6k |
| RENAISSANCE TECHNOLOGIES LLC | New | +570.1k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +496.3k |
| TUDOR INVESTMENT CORP ET AL | New | +476.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +268.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +255.4k |
Biggest sellers
| FMR LLC | Reduced | -2.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.0m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -657.6k |
| CITADEL ADVISORS LLC | Reduced | -576.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -548.8k |
| VANGUARD GROUP INC | Reduced | -485.5k |
| Pacer Advisors, Inc. | Reduced | -479.9k |
| Boston Partners | Reduced | -413.5k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -373.6k |
| NORGES BANK | Reduced | -330.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.4m179.4k shares |
| Parallax Volatility Advisers, L.P. | Added | $8.0m125.1k shares |
| CITADEL ADVISORS LLC | Reduced | $7.7m121.3k shares |
| JANE STREET GROUP, LLC | Reduced | $7.5m117.4k shares |
| Walleye Capital LLC | Added | $3.4m53.4k shares |
| IMC-Chicago, LLC | Added | $2.4m38.0k shares |
| SIMPLEX TRADING, LLC | Added | $2.2m34.7k shares |
| WOLVERINE TRADING, LLC | Added | $2.2m34.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $2.2m34.4k shares |
| GTS SECURITIES LLC | Added | $1.5m23.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $12.8m201.1k shares |
| Parallax Volatility Advisers, L.P. | Added | $8.8m138.0k shares |
| Walleye Capital LLC | Added | $8.4m131.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.1m126.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $5.4m85.6k shares |
| IMC-Chicago, LLC | Added | $4.2m65.5k shares |
| PEAK6 Investments LLC | Added | $4.1m65.2k shares |
| JANE STREET GROUP, LLC | Added | $4.0m63.6k shares |
| GTS SECURITIES LLC | Added | $3.7m58.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.6m57.1k 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 Q3 2024
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 |
|---|---|---|---|---|---|
| Q4 2022 | 1 | $18.9k | 1 | $3.5m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 2 | $311.5k | 0 | — | — |
| Q3 2023 | 0 | — | 2 | $3.8m | $3.5m |
| Q4 2023 | 0 | — | 1 | $2.2m | — |
| Q1 2024 | 0 | — | 1 | $4.9m | $4.9m |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 4 | $10.0m | $3.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-16 | Logerwell Kellie J VP & Chief Acct Officer | Sold | $515.3k8.0k shares |
| 2024-09-03 | Jones Jeffrey J II President & CEO, director | Sold plan | $613.2k9.7k shares |
| 2024-08-19 | Bowen Tony G Chief Financial Officer | Sold | $5.2m79.3k shares |
| 2024-08-19 | Logerwell Kellie J VP & Chief Acct Officer | Sold | $640.0k9.8k shares |
| 2024-08-19 | Redler Dara S Chief Legal Officer | Sold | $583.3k9.1k shares |
| 2024-07-01 | Jones Jeffrey J II President & CEO, director | Sold plan | $2.5m45.0k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.07% of their portfolio | 18.9m $1.2bn | Reduced -2.0m |
| BlackRock, Inc. 0.02% of their portfolio | 16.2m $1.0bn | First filing |
| VANGUARD GROUP INC 0.02% of their portfolio | 14.2m $903.5m | Reduced -485.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 4.9m $313.7m | Added +255.4k |
| STATE STREET CORP 0.01% of their portfolio | 4.5m $287.1m | Reduced -214.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.04% of their portfolio | 4.2m $265.5m | Added +640.4k |
| Boston Partners 0.21% of their portfolio | 2.8m $180.5m | Reduced -413.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.6m $166.2m | Reduced -60.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.3m $148.4m | Reduced -1.0m |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.3m $146.5m | Reduced -179.3k |
| Pacer Advisors, Inc. 0.31% of their portfolio | 2.3m $143.5m | Reduced -479.9k |
| MORGAN STANLEY 0.01% of their portfolio | 2.2m $137.8m | Added +1.2m |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.2m $136.9m | Reduced -61.6k |
| AQR CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 2.1m $135.1m | Reduced -1.6k |
| LAZARD ASSET MANAGEMENT LLC 0.16% of their portfolio | 1.9m $120.1m | Reduced -373.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.10% of their portfolio | 1.8m $115.6m | Added +268.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.6m $104.0m | Reduced -111.3k |
| LSV ASSET MANAGEMENT 0.21% of their portfolio | 1.5m $96.9m | Reduced -50.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.5m $95.9m | Added +50.5k |
| NORGES BANK 0.01% of their portfolio | 1.3m $85.2m | Reduced -330.5k |
| Invesco Ltd. 0.02% of their portfolio | 1.2m $79.1m | Added +34.6k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 1.2m $78.3m | Reduced -92.6k |
| Qube Research & Technologies Ltd 0.13% of their portfolio | 1.1m $71.8m | Added +659.8k |
| NewEdge Wealth, LLC 1.13% of their portfolio | 982.5k $62.4m | Added +24.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 972.3k $61.8m | Added +122.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 952.8k $60.6m | Reduced -548.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 793.4k $50.4m | Reduced -76.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 786.9k $50.1m | Reduced -51.8k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.85% of their portfolio | 777.3k $49.4m | Added +732.4k |
| Clark Capital Management Group, Inc. 0.33% of their portfolio | 758.7k $48.2m | Added +22.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 698.1k $44.4m | Added +156.9k |
| TRUIST FINANCIAL CORP 0.07% of their portfolio | 656.7k $41.7m | Added +631.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 588.0k $37.4m | Added +496.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 570.1k $36.2m | New |
| California Public Employees Retirement System 0.03% of their portfolio | 564.2k $35.9m | Reduced -18.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 515.0k $32.7m | Reduced -200.3k |
| Blue Whale Capital LLP 2.53% of their portfolio | 511.5k $32.5m | Reduced -231.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 499.5k $31.7m | Reduced -98.0k |
| TUDOR INVESTMENT CORP ET AL 0.33% of their portfolio | 476.2k $30.3m | New |
| Prevatt Capital Ltd 9.72% of their portfolio | 460.0k $29.2m | Unchanged |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 429.1k $27.3m | Added +177.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 410.3k $26.1m | Reduced -12.9k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 337.7k $21.5m | Added +27.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 330.8k $21.0m | Reduced -51.1k |
| Retirement Systems of Alabama 0.08% of their portfolio | 326.8k $20.8m | Reduced -29.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 323.6k $20.6m | Reduced -141.4k |
| Moran Wealth Management, LLC 0.61% of their portfolio | 313.9k $20.0m | Reduced -5.8k |
| Bridgewater Associates, LP 0.11% of their portfolio | 309.7k $19.7m | Added +152.0k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 290.5k $18.5m | Added +201.7k |
| Swedbank AB 0.02% of their portfolio | 285.4k $18.1m | Added +69.4k |
| Legal & General Group Plc 0.00% of their portfolio | 285.2k $18.1m | Reduced -236 |
| STOREBRAND ASSET MANAGEMENT AS 0.06% of their portfolio | 281.1k $17.9m | Reduced -45.6k |
| Swiss National Bank 0.01% of their portfolio | 272.3k $17.3m | Reduced -2.2k |
| ALPS ADVISORS INC 0.11% of their portfolio | 256.7k $16.3m | Added +54.3k |
| Skandinaviska Enskilda Banken AB (publ) 0.07% of their portfolio | 255.4k $16.2m | Reduced -200 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 250.3k $15.2m | Added +57.3k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 230.0k $14.6m | Reduced -13.6k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 229.9k $14.6m | Reduced -576.4k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 226.2k $14.4m | Reduced -50.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 224.8k $14.3m | Reduced -6.7k |
| Cambria Investment Management, L.P. 0.85% of their portfolio | 223.3k $14.2m | Reduced -3.6k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 217.8k $13.8m | Reduced -245.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 205.3k $13.1m | Reduced -82.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 198.0k $12.6m | Reduced -15.0k |
| FINANCIAL COUNSELORS INC 0.18% of their portfolio | 188.7k $12.0m | Reduced -3.0k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 187.3k $11.9m | Added +581 |
| Engineers Gate Manager LP 0.23% of their portfolio | 186.9k $11.9m | Added +135.6k |
| Sound Income Strategies, LLC 0.75% of their portfolio | 182.8k $11.6m | Reduced -25.4k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.04% of their portfolio | 178.3k $11.3m | Added +18.4k |
| UBS Group AG 0.00% of their portfolio | 173.2k $11.0m | Reduced -89.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 172.5k $11.0m | Reduced -4.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 168.3k $10.7m | Reduced -15.6k |
| Corebridge Financial, Inc. 0.06% of their portfolio | 165.4k $10.5m | Reduced -11.4k |
| ROYCE & ASSOCIATES LP 0.10% of their portfolio | 164.6k $10.5m | Reduced -10.0k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 163.5k $10.4m | Added +1.0k |
| Corient Private Wealth LP 0.02% of their portfolio | 162.0k $10.3m | Reduced -85.0k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 154.8k $9.7m | Added +6.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 132.7k $8.4m | Reduced -4.2k |
| Cerity Partners LLC 0.02% of their portfolio | 132.7k $8.4m | Added +42.9k |
| Empowered Funds, LLC 0.13% of their portfolio | 129.9k $8.3m | Added +118.2k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.04% of their portfolio | 126.0k $8.0m | Reduced -49.1k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 119.4k $7.6m | Added +91.6k |
| Rodgers Brothers Inc. 0.92% of their portfolio | 113.7k $7.2m | Reduced -3.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 112.8k $7.2m | Reduced -4.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 111.9k $7.1m | Reduced -4.5k |
| COMERICA BANK 0.03% of their portfolio | 108.7k $6.9m | Added +42.0k |
| TECTONIC ADVISORS LLC 0.45% of their portfolio | 107.7k $6.8m | Added +6.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 107.7k $6.8m | Added +7.2k |
| Treasurer of the State of North Carolina 0.03% of their portfolio | 107.2k $6.8m | Added +12.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 104.3k $6.6m | Reduced -7.5k |
| WINTON GROUP Ltd 0.46% of their portfolio | 104.3k $6.6m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 104.1k $6.6m | Added +11.7k |
| Crossmark Global Holdings, Inc. 0.12% of their portfolio | 103.8k $6.6m | Reduced -12.7k |
| CRAWFORD INVESTMENT COUNSEL INC 0.11% of their portfolio | 99.7k $6.3m | Reduced -1.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 97.3k $6.2m | Reduced -74.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 96.2k $6.1m | Reduced -2.4k |
| Point72 Hong Kong Ltd 0.44% of their portfolio | 95.4k $6.1m | New |
| SEGALL BRYANT & HAMILL, LLC 0.08% of their portfolio | 95.1k $6.0m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 94.3k $6.0m | Reduced -20.6k |
| BARCLAYS PLC 0.00% of their portfolio | 93.3k $5.9m | Added +7.2k |