Ex-dividend in 5d · $0.46
H&R Block
Combines tax professionals, DIY filing software, and small-business financial tools.
$52.20
After-hours close−0.28 (−0.53%)
At close$52.48(−0.06%)
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Breakdown13F · Form 4
Institutions 106.64%Insiders 1.38%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 126.76M · Float 125.66M · 99.1% free float
Institutions13F, as of Jun 30, 2026
557 holders · 135.18M shares · 128 new positions · 326 increased · 143 reduced · 74 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 16.33M | 12.88% | +787.4K | Aug 7, 2026 |
| FMR LLC | 15.74M | 12.42% | +456.9K | Aug 13, 2026 |
| AQR Capital Management LLC | 9.62M | 7.59% | +6.43M | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 6.21M | 4.90% | −1.06M | Aug 13, 2026 |
| Vanguard Capital Management LLC | 5.71M | 4.51% | +58.1K | Aug 13, 2026 |
| State Street Corp | 4.16M | 3.28% | +163.1K | Aug 7, 2026 |
| Fuller & Thaler Asset Management, Inc. | 3.98M | 3.14% | −304.4K | Aug 12, 2026 |
| Lazard Asset Management LLC | 3.24M | 2.56% | −516.6K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 11.50% | 14.57M | 13G | Feb 5, 2026 ↗ |
| Vanguard Portfolio Management | 5.78% | 7.33M | 13G | Apr 29, 2026 ↗ |
| Vanguard Capital Management | 5.22% | 6.63M | 13G | Apr 30, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Jeffrey J. II Jones | director, officer: President & CEO | 861.3K | 0.68% | Nov 20, 2025 |
| Robert A. Gerard | director | 316.3K | 0.25% | Nov 7, 2025 |
| Victoria Reich | director | 116.4K | 0.09% | Nov 7, 2025 |
| Richard A. Johnson | director | 91.3K | 0.07% | Nov 7, 2025 |
| Dara S. Redler | officer: Chief Legal & Admin. Officer | 60.6K | 0.05% | Aug 14, 2026 |
| Matthew E. Winter | director | 59.1K | 0.05% | Nov 7, 2025 |
| Anuradha Gupta | director | 43.3K | 0.03% | Nov 7, 2025 |
| Curtis A. Campbell | director, officer: President & CEO | 43.0K | 0.03% | Jul 10, 2026 |
| Sean Cohan | director | 28.4K | 0.02% | Nov 7, 2025 |
| Mia Mends | director | 28.4K | 0.02% | Nov 7, 2025 |
59 people have not refiled in the last 18 months (3.14M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Nov 19, 2025 | Jeffrey J. II Jonesdirector, officer: President & CEO | Sale | 128,818 | $44.54 | 861,313 |
| Nov 12, 2025 | Jeffrey J. II Jonesdirector, officer: President & CEO | Sale | 176,449 | $46.46 | 906,313 |
CongressHouse and Senate disclosures
Not reported.