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 ($14.9m this quarter). Holder counts are more reliable. Shares outstanding: 133.8m as of 2025-01-31, 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 ≈ $53.14. Options: 15 managers hold calls ($34.6m notional), 15 hold puts ($42.5m).
Trends to Q4 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 |
| Q4 2024 | 551 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 274 | 235 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $75.6m | $53.6m | 0.71 |
| Q2 2024 | $35.1m | $50.7m | 1.45 |
| Q3 2024 | $50.8m | $71.5m | 1.41 |
| Q4 2024 | $34.6m | $42.5m | 1.23 |
Biggest buyers
| Boston Partners | Added | +1.7m |
| LAZARD ASSET MANAGEMENT LLC | Added | +695.6k |
| UBS Group AG | Added | +650.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +523.4k |
| Boston Trust Walden Corp | New | +483.6k |
| Pacer Advisors, Inc. | Added | +476.9k |
| Invesco Ltd. | Added | +330.3k |
| Liontrust Investment Partners LLP | New | +292.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +282.6k |
| CITADEL ADVISORS LLC | Added | +276.7k |
Biggest sellers
| FMR LLC | Reduced | -4.5m |
| JPMORGAN CHASE & CO | Reduced | -864.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -510.3k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -424.9k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -313.2k |
| NORGES BANK | Reduced | -256.8k |
| GOLDMAN SACHS GROUP INC | Reduced | -216.4k |
| Engineers Gate Manager LP | Sold out | -186.9k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -184.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -159.4k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $8.4m158.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.5m142.7k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $6.4m120.6k shares |
| CITADEL ADVISORS LLC | Reduced | $5.2m97.7k shares |
| Walleye Capital LLC | Reduced | $1.5m28.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.3m24.2k shares |
| IMC-Chicago, LLC | Reduced | $1.3m23.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $982.0k18.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $808.5k15.3k shares |
| GROUP ONE TRADING LLC | Added | $396.3k7.5k shares |
Biggest puts
| PEAK6 LLC | First filing | $8.4m158.1k shares |
| CITADEL ADVISORS LLC | Reduced | $7.3m138.8k shares |
| Walleye Capital LLC | Reduced | $5.6m106.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.0m95.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.4m44.9k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $2.2m41.5k shares |
| JANE STREET GROUP, LLC | Reduced | $2.1m39.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $2.0m38.1k shares |
| IMC-Chicago, LLC | Reduced | $1.8m34.2k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $1.5m28.0k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 16.4m $868.7m | Added +263.7k |
| FMR LLC 0.05% of their portfolio | 14.4m $761.4m | Reduced -4.5m |
| VANGUARD GROUP INC 0.01% of their portfolio | 14.3m $753.1m | Added +35.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 5.2m $275.8m | Added +282.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.94% of their portfolio | 4.7m $248.4m | Added +523.4k |
| STATE STREET CORP 0.01% of their portfolio | 4.6m $244.4m | Added +103.1k |
| Boston Partners 0.29% of their portfolio | 4.5m $237.8m | Added +1.7m |
| Pacer Advisors, Inc. 0.32% of their portfolio | 2.7m $144.5m | Added +476.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.6m $137.5m | Reduced -14.2k |
| LAZARD ASSET MANAGEMENT LLC 0.20% of their portfolio | 2.6m $136.6m | Added +695.6k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.3m $123.9m | Added +191.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.3m $123.4m | Added +30.2k |
| AQR CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 2.3m $118.9m | Added +120.2k |
| MORGAN STANLEY 0.01% of their portfolio | 2.2m $114.7m | Added +2.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 2.1m $108.4m | Added +232.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.0m $106.9m | Reduced -313.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.7m $89.0m | Added +47.9k |
| Invesco Ltd. 0.02% of their portfolio | 1.6m $83.2m | Added +330.3k |
| LSV ASSET MANAGEMENT 0.18% of their portfolio | 1.5m $77.1m | Reduced -66.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.2m $65.2m | Added +1.9k |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 1.2m $63.8m | Added +78.0k |
| NewEdge Wealth, LLC 1.00% of their portfolio | 1.1m $57.9m | Added +113.2k |
| NORGES BANK 0.01% of their portfolio | 1.1m $57.3m | Reduced -256.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 967.4k $51.1m | Reduced -5.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 914.9k $48.3m | Added +121.5k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.84% of their portfolio | 884.7k $46.7m | Added +107.5k |
| UBS Group AG 0.01% of their portfolio | 823.5k $43.5m | Added +650.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 822.4k $43.5m | Added +124.3k |
| Clark Capital Management Group, Inc. 0.28% of their portfolio | 764.3k $40.4m | Added +5.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 736.4k $38.9m | Reduced -216.4k |
| TRUIST FINANCIAL CORP 0.06% of their portfolio | 676.3k $35.7m | Added +19.6k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 649.4k $34.3m | Reduced -137.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 644.4k $34.1m | Reduced -864.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 608.7k $32.2m | Added +93.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 597.7k $31.6m | Added +9.7k |
| California Public Employees Retirement System 0.02% of their portfolio | 545.6k $28.8m | Reduced -18.6k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 506.6k $26.8m | Added +276.7k |
| Blue Whale Capital LLP 1.92% of their portfolio | 489.7k $25.9m | Reduced -21.8k |
| Boston Trust Walden Corp 0.18% of their portfolio | 483.6k $25.6m | New |
| Robeco Institutional Asset Management B.V. 0.05% of their portfolio | 473.1k $25.0m | Added +243.1k |
| Prevatt Capital Ltd 7.11% of their portfolio | 460.0k $24.3m | Unchanged |
| Bridgewater Associates, LP 0.11% of their portfolio | 440.5k $23.3m | Added +130.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 410.3k $21.7m | Reduced -36 |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 390.0k $20.6m | Reduced -39.2k |
| Retirement Systems of Alabama 0.08% of their portfolio | 384.0k $20.3m | Added +57.2k |
| Skandinaviska Enskilda Banken AB (publ) 0.09% of their portfolio | 374.6k $19.5m | Added +119.2k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 371.7k $19.6m | Added +34.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 337.9k $17.9m | Added +7.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 331.5k $17.5m | Added +106.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 315.2k $16.7m | Reduced -8.3k |
| Moran Wealth Management, LLC 0.53% of their portfolio | 313.0k $16.5m | Reduced -931 |
| ALPS ADVISORS INC 0.10% of their portfolio | 298.8k $15.8m | Added +42.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 296.5k $15.7m | Added +46.2k |
| Liontrust Investment Partners LLP 0.22% of their portfolio | 292.9k $15.5m | New |
| TUDOR INVESTMENT CORP ET AL 0.16% of their portfolio | 291.4k $15.4m | Reduced -184.8k |
| Swedbank AB 0.02% of their portfolio | 285.4k $15.1m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 283.6k $15.0m | Reduced -1.5k |
| Swiss National Bank 0.01% of their portfolio | 274.5k $14.5m | Added +2.2k |
| Cambria Investment Management, L.P. 0.73% of their portfolio | 227.7k $12.0m | Added +4.3k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 226.3k $12.0m | Added +8.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 216.2k $11.4m | Added +118.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 203.0k $10.7m | First filing |
| Empowered Funds, LLC 0.15% of their portfolio | 200.4k $10.6m | Added +70.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 199.9k $10.6m | First filing |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 196.0k $10.4m | Reduced -2.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 194.2k $10.3m | Reduced -86.9k |
| IBEX WEALTH ADVISORS 1.20% of their portfolio | 193.6k $10.2m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 193.3k $10.1m | Reduced -12.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 192.7k $10.2m | Added +150.1k |
| Strategic Wealth Investment Group, LLC 1.69% of their portfolio | 187.1k $45.3m | New |
| Sound Income Strategies, LLC 0.60% of their portfolio | 184.4k $9.7m | Added +1.5k |
| FINANCIAL COUNSELORS INC 0.14% of their portfolio | 183.4k $9.7m | Reduced -5.3k |
| INTECH INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 181.4k $9.6m | Added +168.8k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 175.7k $9.2m | Added +114.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 168.2k $8.9m | Reduced -140 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 165.5k $8.7m | Reduced -7.1k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio | 162.8k $8.6m | Reduced -15.4k |
| Corient Private Wealth LP 0.01% of their portfolio | 158.4k $8.4m | Reduced -3.6k |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 156.1k $8.2m | Reduced -8.5k |
| Corebridge Financial, Inc. 0.04% of their portfolio | 155.4k $8.2m | Reduced -10.0k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 154.8k $8.1m | Unchanged |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 142.4k $7.5m | Added +52.4k |
| BARCLAYS PLC 0.00% of their portfolio | 133.5k $7.1m | Added +40.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 131.2k $6.9m | Reduced -159.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 130.5k $6.9m | Reduced -2.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 129.6k $6.8m | Added +21.9k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 125.3k $6.6m | Reduced -658 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 123.7k $6.5m | Reduced -63.6k |
| TECTONIC ADVISORS LLC 0.42% of their portfolio | 120.8k $6.4m | Added +13.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 118.6k $6.3m | Added +6.7k |
| Cerity Partners LLC 0.01% of their portfolio | 115.6k $6.8m | Reduced -17.0k |
| Rodgers Brothers Inc. 0.76% of their portfolio | 110.7k $5.8m | Reduced -3.0k |
| COMERICA BANK 0.02% of their portfolio | 110.6k $5.8m | Added +1.9k |
| Treasurer of the State of North Carolina 0.02% of their portfolio | 109.5k $5.8m | Added +2.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 109.0k $5.8m | Reduced -3.8k |
| Crossmark Global Holdings, Inc. 0.10% of their portfolio | 107.1k $5.7m | Added +3.3k |
| PEAK6 LLC 0.22% of their portfolio | 104.6k $5.5m | First filing |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 103.4k $5.5m | Reduced -122.9k |
| Redwood Investment Management, LLC 0.53% of their portfolio | 102.5k $5.4m | Added +26.1k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 101.8k $5.4m | Added +15.4k |