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 ($30.2m this quarter). Holder counts are more reliable. Shares outstanding: 133.9m as of 2025-07-31, 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 ≈ $54.91. Options: 10 managers hold calls ($19.0m notional), 9 hold puts ($18.8m).
Trends to Q2 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 |
| Q2 2025 | 563 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 250 | 272 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $50.8m | $71.5m | 1.41 |
| Q4 2024 | $34.6m | $42.5m | 1.23 |
| Q1 2025 | $15.5m | $25.9m | 1.67 |
| Q2 2025 | $19.0m | $18.8m | 0.99 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +1.8m |
| CITADEL ADVISORS LLC | Added | +1.2m |
| GOLDMAN SACHS GROUP INC | Added | +700.0k |
| NORGES BANK | Added | +662.8k |
| BARCLAYS PLC | Added | +384.8k |
| ACADIAN ASSET MANAGEMENT LLC | New | +377.8k |
| Qube Research & Technologies Ltd | Added | +312.8k |
| JANUS HENDERSON GROUP PLC | Added | +272.1k |
| Cubist Systematic Strategies, LLC | New | +266.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +255.9k |
Biggest sellers
| Balyasny Asset Management L.P. | Reduced | -1.1m |
| FMR LLC | Reduced | -844.8k |
| Clark Capital Management Group, Inc. | Sold out | -744.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -704.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -685.1k |
| New Vernon Capital Holdings II LLC | Sold out | -621.3k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -543.8k |
| Boston Partners | Reduced | -534.1k |
| Blue Whale Capital LLP | Reduced | -473.9k |
| HRT FINANCIAL LP | Reduced | -425.5k |
Biggest calls
| PEAK6 LLC | Added | $4.2m75.8k shares |
| CITADEL ADVISORS LLC | Added | $4.0m73.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.1m56.3k shares |
| JANE STREET GROUP, LLC | Reduced | $2.5m46.2k shares |
| IMC-Chicago, LLC | Added | $2.0m36.1k shares |
| Walleye Trading LLC | Added | $1.5m27.6k shares |
| Twin Tree Management, LP | New | $861.8k15.7k shares |
| SIMPLEX TRADING, LLC | Added | $504.0k9.2k shares |
| GROUP ONE TRADING LLC | Reduced | $301.9k5.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $6.5m118.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.4m115.7k shares |
| SIMPLEX TRADING, LLC | Added | $2.9m52.5k shares |
| IMC-Chicago, LLC | Added | $1.2m21.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $1.1m19.4k shares |
| CREDIT INDUSTRIEL ET COMMERCIAL | New | $581.8k10.6k shares |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | Unchanged | $203.1k3.7k shares |
| GROUP ONE TRADING LLC | Reduced | $87.8k1.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 0 | — | 1 | $3.4m | $3.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-04-16 | Jones Jeffrey J II President & CEO, director | Sold plan | $3.4m53.8k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 16.1m $885.3m | Added +205.5k |
| FMR LLC 0.04% of their portfolio | 13.9m $760.2m | Reduced -844.8k |
| VANGUARD GROUP INC 0.01% of their portfolio | 13.8m $759.8m | Reduced -326.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.89% of their portfolio | 4.4m $243.3m | Reduced -193.5k |
| STATE STREET CORP 0.01% of their portfolio | 4.2m $233.3m | Reduced -255.8k |
| Boston Partners 0.20% of their portfolio | 3.2m $177.5m | Reduced -534.1k |
| LAZARD ASSET MANAGEMENT LLC 0.24% of their portfolio | 3.2m $174.9m | Reduced -543.8k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 3.0m $165.0m | Added +1.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.8m $156.4m | Added +150.2k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.5m $136.2m | Reduced -127.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.3m $124.1m | Reduced -22.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.3m $123.6m | Added +110.5k |
| MORGAN STANLEY 0.01% of their portfolio | 2.1m $112.8m | Reduced -95.4k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 1.8m $100.7m | Added +1.2m |
| NORGES BANK 0.01% of their portfolio | 1.8m $97.8m | Added +662.8k |
| Qube Research & Technologies Ltd 0.13% of their portfolio | 1.8m $96.1m | Added +312.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.6m $89.8m | Reduced -52.8k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.6m $89.5m | Reduced -26.2k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 1.6m $88.5m | Reduced -171.8k |
| LSV ASSET MANAGEMENT 0.21% of their portfolio | 1.6m $88.3m | Reduced -58.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 1.6m $87.8m | Added +83.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.5m $85.0m | Added +700.0k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 1.1m $62.3m | Added +172.6k |
| MARSHALL WACE, LLP 0.07% of their portfolio | 1.1m $59.9m | Added +215.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $55.6m | Reduced -205.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 986.6k $54.2m | Added +9.8k |
| NewEdge Wealth, LLC 0.82% of their portfolio | 954.2k $52.6m | Reduced -56.2k |
| Boston Trust Walden Corp 0.34% of their portfolio | 864.9k $47.5m | Added +129.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio | 863.7k $47.4m | Added +255.9k |
| TRUIST FINANCIAL CORP 0.07% of their portfolio | 813.9k $44.7m | Added +46.5k |
| UBS Group AG 0.01% of their portfolio | 756.5k $41.5m | Added +17.0k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 741.4k $40.7m | Added +85.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 739.1k $40.6m | Reduced -204.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.72% of their portfolio | 738.0k $40.5m | Reduced -45.0k |
| Pacer Advisors, Inc. 0.09% of their portfolio | 663.5k $36.4m | Reduced -371.9k |
| Bridgewater Associates, LP 0.14% of their portfolio | 632.8k $34.7m | Added +108.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 615.8k $33.8m | Reduced -87.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 603.9k $33.1m | Reduced -20.1k |
| MILLER HOWARD INVESTMENTS INC /NY 0.98% of their portfolio | 561.2k $30.8m | Added +7.1k |
| Nuveen, LLC 0.01% of their portfolio | 512.8k $28.1m | Reduced -315.6k |
| BARCLAYS PLC 0.01% of their portfolio | 497.3k $27.3m | Added +384.8k |
| Prevatt Capital Ltd 8.74% of their portfolio | 460.0k $25.2m | Unchanged |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 456.9k $25.1m | Reduced -191.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 432.9k $23.8m | Reduced -91.9k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 403.9k $22.2m | Added +23.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 397.8k $21.8m | Reduced -8.3k |
| Invesco Ltd. 0.00% of their portfolio | 383.7k $21.1m | Reduced -35.3k |
| Retirement Systems of Alabama 0.07% of their portfolio | 381.0k $20.9m | Added +722 |
| ACADIAN ASSET MANAGEMENT LLC 0.04% of their portfolio | 377.8k $20.7m | New |
| Man Group plc 0.04% of their portfolio | 359.5k $19.7m | Reduced -134.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 349.6k $19.2m | Reduced -269.2k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 349.3k $19.2m | Added +272.1k |
| Swedbank AB 0.02% of their portfolio | 346.1k $19.0m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 342.9k $18.8m | Reduced -685.1k |
| ALPS ADVISORS INC 0.10% of their portfolio | 310.4k $17.0m | Reduced -2.9k |
| Moran Wealth Management, LLC 0.53% of their portfolio | 309.5k $17.0m | Reduced -871 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 303.9k $16.7m | Reduced -4.8k |
| Legal & General Group Plc 0.00% of their portfolio | 286.5k $15.7m | Reduced -716 |
| Liontrust Investment Partners LLP 0.22% of their portfolio | 276.8k $15.2m | Reduced -44.0k |
| Cubist Systematic Strategies, LLC 0.16% of their portfolio | 266.7k $14.6m | New |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 259.4k $14.2m | Added +210.0k |
| Swiss National Bank 0.01% of their portfolio | 255.7k $14.0m | Reduced -9.8k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 224.4k $12.3m | Added +213.6k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 214.0k $11.7m | Added +121.1k |
| IBEX WEALTH ADVISORS 1.18% of their portfolio | 201.3k $11.1m | Added +6.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 200.8k $11.0m | Added +199.1k |
| Treasurer of the State of North Carolina 0.04% of their portfolio | 200.1k $11.0m | Added +89.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 195.5k $10.7m | Reduced -132.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 186.7k $10.2m | Reduced -3.4k |
| Cambria Investment Management, L.P. 0.69% of their portfolio | 185.6k $10.2m | Reduced -21.0k |
| Midwest Trust Co 0.13% of their portfolio | 176.3k $9.7m | First filing |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 176.2k $9.7m | Reduced -25.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 172.1k $9.4m | Reduced -704.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 170.2k $9.3m | Added +57 |
| Corient Private Wealth LP 0.01% of their portfolio | 166.2k $9.1m | Reduced -459 |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 164.6k $9.0m | Added +99.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 161.2k $8.8m | Added +460 |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 154.8k $8.4m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 153.2k $8.4m | Reduced -110.4k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 152.8k $8.4m | Added +61.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 151.7k $8.3m | Reduced -965 |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 149.9k $8.2m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 147.9k $8.1m | Added +119.9k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 147.8k $8.1m | Reduced -1.1m |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.62% of their portfolio | 144.7k $7.9m | Added +26.3k |
| TECTONIC ADVISORS LLC 0.46% of their portfolio | 144.0k $7.9m | Added +11.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 128.3k $7.0m | Reduced -403 |
| Ruffer LLP 0.30% of their portfolio | 125.6k $6.9m | Added +27.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 124.6k $6.8m | Reduced -191.3k |
| Crossmark Global Holdings, Inc. 0.11% of their portfolio | 121.1k $6.6m | Reduced -5.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 116.0k $6.3m | Reduced -1.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 113.7k $6.2m | Added +87.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.07% of their portfolio | 112.5k $6.2m | Reduced -91.6k |
| Engineers Gate Manager LP 0.08% of their portfolio | 111.3k $6.1m | Added +40.7k |
| TWINBEECH CAPITAL LP 0.14% of their portfolio | 108.6k $6.0m | New |
| Skandinaviska Enskilda Banken AB (publ) 0.03% of their portfolio | 108.5k $6.0m | Reduced -189.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 108.2k $5.9m | Reduced -20.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 107.6k $5.9m | Reduced -5.0k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 107.0k $5.9m | Added +80.4k |
| COMERICA BANK 0.02% of their portfolio | 107.0k $5.9m | Added +2.9k |