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 ($9.6m this quarter). Holder counts are more reliable. Shares outstanding: 126.8m as of 2026-01-30, 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 ≈ $31.77. Options: 14 managers hold calls ($15.4m notional), 15 hold puts ($24.1m).
Trends to Q1 2026
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 |
| Q3 2025 | 543 |
| Q4 2025 | 508 |
| Q1 2026 | 489 |
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 2024 | 239 | 213 |
| Q3 2024 | 260 | 225 |
| Q4 2024 | 274 | 235 |
| Q1 2025 | 259 | 272 |
| Q2 2025 | 250 | 272 |
| Q3 2025 | 246 | 287 |
| Q4 2025 | 209 | 300 |
| Q1 2026 | 287 | 229 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $19.0m | $18.8m | 0.99 |
| Q3 2025 | $13.8m | $11.7m | 0.85 |
| Q4 2025 | $13.3m | $13.4m | 1.00 |
| Q1 2026 | $15.4m | $24.1m | 1.57 |
Biggest buyers
| Himalaya Capital Management LLC | New | +1.6m |
| CITADEL ADVISORS LLC | Added | +1.6m |
| LAZARD ASSET MANAGEMENT LLC | Added | +1.3m |
| JUPITER ASSET MANAGEMENT LTD | Added | +885.3k |
| Invesco Ltd. | Added | +837.5k |
| Squarepoint Ops LLC | Added | +729.4k |
| FMR LLC | Added | +720.1k |
| NORTHERN TRUST CORP | Added | +599.5k |
| MORGAN STANLEY | Added | +487.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +471.0k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -4.3m |
| Boston Partners | Sold out | -3.1m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -890.3k |
| NewEdge Wealth, LLC | Reduced | -829.9k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -711.9k |
| Arbejdsmarkedets Tillaegspension | Sold out | -555.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -495.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -492.0k |
| JANE STREET GROUP, LLC | Sold out | -467.6k |
| Bridgewater Associates, LP | Reduced | -409.1k |
Biggest calls
| Walleye Capital LLC | Added | $3.2m100.0k shares |
| IMC-Chicago, LLC | Added | $2.1m65.5k shares |
| Point72 Asset Management, L.P. | New | $2.0m63.7k shares |
| CITADEL ADVISORS LLC | Reduced | $1.8m56.5k shares |
| JANE STREET GROUP, LLC | Added | $1.6m50.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4m44.1k shares |
| GROUP ONE TRADING LLC | Added | $1.1m35.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $593.5k18.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $571.3k18.0k shares |
| CenterStar Asset Management, LLC | New | $295.2k9.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.1m256.5k shares |
| Point72 Asset Management, L.P. | New | $2.9m92.7k shares |
| Walleye Capital LLC | Added | $2.9m90.7k shares |
| IMC-Chicago, LLC | Added | $2.0m62.3k shares |
| JANE STREET GROUP, LLC | Added | $2.0m61.7k shares |
| CITADEL ADVISORS LLC | Added | $1.5m47.7k shares |
| D. E. Shaw & Co., Inc. | New | $1.5m46.8k shares |
| CenterStar Asset Management, LLC | New | $920.5k29.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $622.1k19.6k shares |
| GROUP ONE TRADING LLC | Added | $574.5k18.1k 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 Q1 2026
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 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 |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $13.9m | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 15.5m $493.2m | Reduced -292.4k |
| FMR LLC 0.03% of their portfolio | 15.3m $485.2m | Added +720.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 7.3m $230.8m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 5.7m $179.5m | First filing |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.46% of their portfolio | 4.3m $135.9m | Reduced -4.3m |
| STATE STREET CORP 0.00% of their portfolio | 4.0m $128.5m | Added +9.6k |
| LAZARD ASSET MANAGEMENT LLC 0.20% of their portfolio | 3.8m $119.4m | Added +1.3m |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 3.2m $101.0m | Added +1.6m |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 3.2m $99.9m | Reduced -220.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.1m $99.6m | Added +246.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 3.0m $95.7m | Added +599.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 2.3m $73.2m | Reduced -212.1k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $63.1m | Added +487.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.8m $56.5m | Added +205.0k |
| Himalaya Capital Management LLC 1.61% of their portfolio | 1.6m $51.6m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 1.6m $50.6m | Reduced -200.1k |
| LSV ASSET MANAGEMENT 0.10% of their portfolio | 1.5m $48.6m | Reduced -2.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.5m $48.1m | Added +96.9k |
| Invesco Ltd. 0.00% of their portfolio | 1.5m $46.1m | Added +837.5k |
| Ranmore Fund Management Ltd 5.87% of their portfolio | 1.4m $44.4m | Added +452.0k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 1.3m $42.2m | Added +276.2k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 1.1m $36.1m | Reduced -39.1k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 1.1m $35.8m | Reduced -217.1k |
| BARCLAYS PLC 0.01% of their portfolio | 1.1m $35.2m | Added +326.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.1m $34.3m | Added +179.3k |
| Lodge Hill Capital, LLC 6.44% of their portfolio | 1.1m $33.3m | Added +250.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $32.0m | Reduced -45.0k |
| UBS Group AG 0.01% of their portfolio | 934.7k $29.7m | Reduced -222 |
| Boston Trust Walden Corp 0.23% of their portfolio | 895.2k $28.4m | Added +118.9k |
| JUPITER ASSET MANAGEMENT LTD 0.15% of their portfolio | 890.5k $28.3m | Added +885.3k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 854.6k $27.1m | Added +347.1k |
| Squarepoint Ops LLC 0.06% of their portfolio | 808.8k $25.7m | Added +729.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 807.6k $25.6m | Reduced -890.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 788.7k $25.0m | First filing |
| ROYCE & ASSOCIATES LP 0.24% of their portfolio | 776.7k $24.7m | Added +460.6k |
| Prevatt Capital Ltd 6.07% of their portfolio | 710.0k $22.5m | Added +360.0k |
| Pacer Advisors, Inc. 0.06% of their portfolio | 692.8k $22.0m | Added +159.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 566.4k $17.9m | Reduced -65.1k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 532.7k $16.9m | Added +107.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 506.2k $16.1m | Added +150.4k |
| Framtiden Holdings Management Co LLC 15.23% of their portfolio | 490.0k $15.6m | Added +215.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 471.6k $15.0m | Added +471.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 428.1k $13.6m | Reduced -109.4k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 414.7k $13.2m | Added +96.9k |
| Nuveen, LLC 0.00% of their portfolio | 407.9k $12.9m | Reduced -273.8k |
| Quantinno Capital Management LP 0.02% of their portfolio | 398.3k $12.6m | Added +260.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 392.3k $12.5m | Reduced -298.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 378.3k $12.0m | Added +3.3k |
| ALPS ADVISORS INC 0.06% of their portfolio | 369.6k $11.7m | Reduced -19.1k |
| RWWM, INC. 0.83% of their portfolio | 360.4k $11.4m | New |
| Swedbank AB 0.01% of their portfolio | 345.6k $11.0m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 345.5k $11.0m | Added +195.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 343.6k $10.9m | Reduced -495.6k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 326.6k $10.4m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 296.4k $9.4m | Reduced -56.7k |
| Cambria Investment Management, L.P. 0.52% of their portfolio | 294.8k $9.4m | Added +94.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 283.4k $9.0m | Added +11.6k |
| Atom Investors LP 0.62% of their portfolio | 273.5k $8.7m | Added +101.9k |
| CAPITAL FUND MANAGEMENT S.A. 0.08% of their portfolio | 268.4k $8.5m | Added +191.6k |
| Sound Income Strategies, LLC 0.40% of their portfolio | 259.9k $8.3m | Added +153.8k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 254.8k $8.1m | New |
| TECTONIC ADVISORS LLC 0.42% of their portfolio | 251.9k $8.0m | Added +54.5k |
| Swiss National Bank 0.00% of their portfolio | 250.1k $7.9m | Reduced -2.0k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio | 234.4k $7.4m | Reduced -6.4k |
| Amundi 0.00% of their portfolio | 229.2k $7.3m | Added +219.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 225.2k $7.1m | Added +57.0k |
| Kingsview Wealth Management, LLC 0.09% of their portfolio | 216.6k $6.9m | Added +51.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 206.2k $9.0m | Reduced -70.0k |
| Legal & General Group Plc 0.00% of their portfolio | 181.8k $5.8m | Reduced -20.4k |
| Midwest Trust Co 0.07% of their portfolio | 167.1k $5.3m | Reduced -3.2k |
| SPROTT INC. 0.16% of their portfolio | 165.0k $5.2m | Added +115.0k |
| SG Americas Securities, LLC 0.01% of their portfolio | 164.0k $5.2m | Added +68.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 161.7k $5.1m | Reduced -711.9k |
| Retirement Systems of Alabama 0.02% of their portfolio | 155.4k $4.9m | Added +3.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 151.1k $4.8m | Added +123.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 149.2k $4.7m | Added +15.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 148.9k $4.7m | Reduced -492.0k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.28% of their portfolio | 141.1k $4.5m | Reduced -69.4k |
| Cerity Partners LLC 0.01% of their portfolio | 140.2k $4.4m | Added +30.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 138.3k $4.4m | Reduced -3.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 137.4k $4.4m | Reduced -149.2k |
| Illinois Municipal Retirement Fund 0.06% of their portfolio | 137.3k $4.4m | Added +32.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 128.5k $4.1m | Reduced -9.4k |
| Creative Planning 0.00% of their portfolio | 127.6k $4.0m | Added +30.4k |
| CRAWFORD INVESTMENT COUNSEL INC 0.07% of their portfolio | 122.5k $3.9m | Added +21.1k |
| AGF MANAGEMENT LTD 0.02% of their portfolio | 120.2k $3.8m | Added +51.4k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 119.1k $3.8m | Added +7.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 116.2k $3.7m | First filing |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 112.3k $3.6m | Added +36.9k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 108.1k $3.4m | Added +14.9k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 106.6k $3.4m | Added +84.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 106.2k $3.4m | Reduced -1.3k |
| SEIZERT CAPITAL PARTNERS, LLC 0.15% of their portfolio | 106.0k $3.4m | Added +9.4k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 105.0k $3.3m | Added +7.3k |
| LPL Financial LLC 0.00% of their portfolio | 104.7k $3.3m | Added +39.3k |
| Kennondale Capital Management LLC 2.39% of their portfolio | 104.3k $3.3m | Added +75.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 103.7k $3.3m | Added +1.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 103.3k $3.3m | Reduced -75.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 103.3k $3.2m | Reduced -7.7k |
| Inlet Private Wealth, LLC 0.83% of their portfolio | 102.8k $3.3m | New |