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 ($15.2m this quarter). Holder counts are more reliable. Shares outstanding: 133.9m as of 2025-04-30, 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 ≈ $54.38. Options: 12 managers hold calls ($15.5m notional), 11 hold puts ($25.9m).
Trends to Q1 2025
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 |
| Q1 2025 | 566 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 259 | 272 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $35.1m | $50.7m | 1.45 |
| Q3 2024 | $50.8m | $71.5m | 1.41 |
| Q4 2024 | $34.6m | $42.5m | 1.23 |
| Q1 2025 | $15.5m | $25.9m | 1.67 |
Biggest buyers
| Balyasny Asset Management L.P. | Added | +1.3m |
| LAZARD ASSET MANAGEMENT LLC | Added | +1.1m |
| MILLENNIUM MANAGEMENT LLC | Added | +896.8k |
| MARSHALL WACE, LLP | New | +876.2k |
| D. E. Shaw & Co., Inc. | Added | +735.7k |
| New Vernon Capital Holdings II LLC | Added | +609.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | New | +607.8k |
| MILLER HOWARD INVESTMENTS INC /NY | New | +554.2k |
| JANE STREET GROUP, LLC | Added | +505.7k |
| HRT FINANCIAL LP | New | +482.9k |
Biggest sellers
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -3.5m |
| Pacer Advisors, Inc. | Reduced | -1.7m |
| Invesco Ltd. | Reduced | -1.2m |
| Boston Partners | Reduced | -732.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -535.1k |
| BlackRock, Inc. | Reduced | -517.6k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -461.0k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -280.6k |
| ACADIAN ASSET MANAGEMENT LLC | Sold out | -192.7k |
| Strategic Wealth Investment Group, LLC | Sold out | -187.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.0m54.1k shares |
| CITADEL ADVISORS LLC | Reduced | $2.8m50.8k shares |
| JANE STREET GROUP, LLC | Reduced | $2.8m50.3k shares |
| NOMURA HOLDINGS INC | New | $2.7m50.0k shares |
| IMC-Chicago, LLC | Added | $1.5m28.1k shares |
| Walleye Trading LLC | Added | $1.2m22.4k shares |
| GROUP ONE TRADING LLC | Added | $505.2k9.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $340.0k6.2k shares |
| PEAK6 LLC | New | $247.1k4.5k shares |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | New | $186.7k3.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.6m156.9k shares |
| CITADEL ADVISORS LLC | Reduced | $6.4m116.7k shares |
| MILLENNIUM MANAGEMENT LLC | New | $5.5m100.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.5m26.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $1.0m18.7k shares |
| IMC-Chicago, LLC | Reduced | $867.6k15.8k shares |
| Walleye Capital LLC | Reduced | $730.3k13.3k shares |
| GROUP ONE TRADING LLC | Reduced | $626.0k11.4k shares |
| PEAK6 LLC | Reduced | $439.3k8.0k shares |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | New | $203.2k3.7k 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 Q1 2025
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 15.9m $874.3m | Reduced -517.6k |
| FMR LLC 0.05% of their portfolio | 14.7m $806.9m | Added +285.8k |
| VANGUARD GROUP INC 0.01% of their portfolio | 14.2m $778.0m | Reduced -84.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.99% of their portfolio | 4.6m $254.0m | Reduced -75.7k |
| STATE STREET CORP 0.01% of their portfolio | 4.5m $247.5m | Reduced -117.6k |
| Boston Partners 0.25% of their portfolio | 3.8m $206.9m | Reduced -732.6k |
| LAZARD ASSET MANAGEMENT LLC 0.31% of their portfolio | 3.7m $204.8m | Added +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.7m $148.3m | Added +98.7k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.6m $143.2m | Added +263.3k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.3m $125.3m | Reduced -52.9k |
| MORGAN STANLEY 0.01% of their portfolio | 2.2m $118.1m | Reduced -21.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.1m $117.6m | Added +119.5k |
| AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 1.8m $97.4m | Reduced -461.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.7m $92.7m | Reduced -3.5m |
| LSV ASSET MANAGEMENT 0.22% of their portfolio | 1.7m $91.6m | Added +209.0k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.7m $91.0m | Reduced -27.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.07% of their portfolio | 1.5m $83.2m | Reduced -535.1k |
| Qube Research & Technologies Ltd 0.12% of their portfolio | 1.4m $79.0m | Added +229.9k |
| Balyasny Asset Management L.P. 0.18% of their portfolio | 1.3m $70.7m | Added +1.3m |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 1.2m $68.4m | Added +10.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.2m $66.9m | Added +302.9k |
| NORGES BANK 0.01% of their portfolio | 1.1m $61.5m | Added +35.9k |
| Pacer Advisors, Inc. 0.13% of their portfolio | 1.0m $56.9m | Reduced -1.7m |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 1.0m $56.4m | Added +896.8k |
| NewEdge Wealth, LLC 1.00% of their portfolio | 1.0m $55.5m | Reduced -85.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 976.8k $53.6m | Added +9.4k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 962.0k $52.8m | Added +735.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 943.4k $51.8m | Added +299.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 876.4k $48.1m | Added +54.0k |
| MARSHALL WACE, LLP 0.06% of their portfolio | 876.2k $48.1m | New |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 848.5k $46.6m | Added +112.1k |
| Nuveen, LLC 0.00% of their portfolio | 828.4k $7.6m | First filing |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.83% of their portfolio | 782.9k $43.0m | Reduced -101.8k |
| TRUIST FINANCIAL CORP 0.07% of their portfolio | 767.4k $42.1m | Added +91.1k |
| Clark Capital Management Group, Inc. 0.29% of their portfolio | 744.1k $40.9m | Reduced -20.2k |
| UBS Group AG 0.01% of their portfolio | 739.6k $40.6m | Reduced -83.9k |
| Boston Trust Walden Corp 0.30% of their portfolio | 735.8k $40.4m | Added +252.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 703.7k $38.6m | Added +106.0k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 656.4k $36.0m | Added +266.5k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 648.1k $35.6m | Added +505.7k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 638.9k $35.1m | Added +132.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 624.0k $34.3m | First filing |
| New Vernon Capital Holdings II LLC 0.26% of their portfolio | 621.3k $11.3k | Added +609.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 618.8k $34.0m | Added +280.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio | 607.8k $33.4m | New |
| Blue Whale Capital LLP 2.49% of their portfolio | 560.9k $30.8m | Added +71.2k |
| MILLER HOWARD INVESTMENTS INC /NY 0.97% of their portfolio | 554.2k $30.4m | New |
| California Public Employees Retirement System 0.02% of their portfolio | 524.8k $28.8m | Reduced -20.9k |
| Bridgewater Associates, LP 0.13% of their portfolio | 524.4k $28.8m | Added +84.0k |
| Man Group plc 0.08% of their portfolio | 493.5k $27.1m | Added +420.9k |
| HRT FINANCIAL LP 0.19% of their portfolio | 482.9k $26.5m | New |
| Prevatt Capital Ltd 8.31% of their portfolio | 460.0k $25.3m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 419.0k $23.0m | Reduced -1.2m |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 406.1k $22.3m | Reduced -4.2k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 380.4k $20.9m | Added +8.6k |
| Retirement Systems of Alabama 0.08% of their portfolio | 380.3k $20.9m | Reduced -3.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 367.4k $20.2m | Added +151.2k |
| ExodusPoint Capital Management, LP 0.25% of their portfolio | 343.9k $18.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 328.3k $18.0m | Reduced -3.2k |
| Liontrust Investment Partners LLP 0.28% of their portfolio | 320.8k $17.6m | Added +27.9k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 315.8k $17.3m | Added +19.3k |
| ALPS ADVISORS INC 0.10% of their portfolio | 313.3k $17.2m | Added +14.5k |
| Moran Wealth Management, LLC 0.57% of their portfolio | 310.4k $17.0m | Reduced -2.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 308.7k $16.9m | Reduced -6.6k |
| Squarepoint Ops LLC 0.04% of their portfolio | 306.2k $16.8m | Added +257.7k |
| Skandinaviska Enskilda Banken AB (publ) 0.08% of their portfolio | 297.5k $16.3m | Reduced -77.1k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 293.3k $16.1m | Reduced -179.8k |
| Legal & General Group Plc 0.00% of their portfolio | 287.3k $15.8m | Added +3.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.05% of their portfolio | 273.1k $15.0m | Added +110.3k |
| Swiss National Bank 0.01% of their portfolio | 265.5k $14.6m | Reduced -9.0k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 263.6k $14.5m | Added +227.2k |
| Empowered Funds, LLC 0.18% of their portfolio | 227.9k $12.5m | Added +27.5k |
| Cambria Investment Management, L.P. 0.79% of their portfolio | 206.6k $11.3m | Reduced -21.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.14% of their portfolio | 204.1k $11.2m | Added +171.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 201.4k $11.1m | Reduced -1.5k |
| IBEX WEALTH ADVISORS 1.42% of their portfolio | 194.9k $10.7m | Added +1.3k |
| Edgestream Partners, L.P. 0.36% of their portfolio | 193.6k $10.6m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 190.1k $10.4m | Reduced -5.9k |
| FINANCIAL COUNSELORS INC 0.15% of their portfolio | 177.7k $9.8m | Reduced -5.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 170.1k $9.3m | Reduced -29.8k |
| Corient Private Wealth LP 0.01% of their portfolio | 166.6k $9.1m | Added +8.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 160.7k $8.8m | Reduced -7.5k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 154.8k $8.2m | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 152.6k $8.4m | Reduced -12.8k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 148.2k $8.1m | Reduced -7.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 147.8k $8.1m | Added +48.9k |
| Sound Income Strategies, LLC 0.46% of their portfolio | 143.3k $7.9m | Reduced -41.0k |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 142.8k $7.8m | Reduced -13.3k |
| TECTONIC ADVISORS LLC 0.45% of their portfolio | 132.5k $7.3m | Added +11.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 128.7k $7.1m | Reduced -1.8k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 128.2k $7.0m | Reduced -66.0k |
| Trexquant Investment LP 0.08% of their portfolio | 126.9k $7.0m | New |
| Crossmark Global Holdings, Inc. 0.12% of their portfolio | 126.5k $6.9m | Added +19.4k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 119.7k $6.6m | Reduced -9.9k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.58% of their portfolio | 118.4k $6.5m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 117.3k $6.4m | Reduced -1.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 114.0k $6.3m | Added +87.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 113.6k $6.2m | Added +39.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 112.6k $6.2m | Reduced -11.1k |
| BARCLAYS PLC 0.00% of their portfolio | 112.5k $6.2m | Reduced -21.0k |