H&R Block Inc

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H&R Block Inc
TickerHRB
CIK #0000012659
CUSIP093671105
SectorTrade & Services - Services-Personal Services
AddressOne H&R Block Way, Kansas City, MO 64105
Source [EDGAR]
CIK Filing 2011 - 2026
[0000012659] 10-K
[0000012659] 10-Q
[0000012659] 3
[0000012659] 4
[0000012659] 8-K
[0000012659] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC H&R Block Inc [2026-04-30] 0.0
Vanguard Portfolio Management LLC H&R Block Inc [2026-04-29] 0.0
Wellington Management Group LLP H&R Block Inc [2023-02-06] 5.43
FMR LLC H&R Block Inc [2022-12-12] 0.0
State Street Corp H&R Block Inc [2020-02-13] 5.09
Jupiter Asset Management Ltd H&R Block Inc [2019-12-20] 5.22
State Street Corp H&R Block Inc [2019-02-14] 5.3
State Street Corp H&R Block Inc [2018-02-14] 5.01
Caisse de Depot ET Placement Du Quebec H&R Block Inc [2016-02-12] 6.5
BlackRock Inc H&R Block Inc [2015-02-06] 5.3
FMR LLC H&R Block Inc [2014-02-14] 0.0
Artisan Partners Holdings LP H&R Block Inc [2013-02-06] 5.6
Form 3/4/5 Filer 2011 - 2026
Campbell Curtis A
H&R Block Inc
Plaines Stephanie
Breig Geralyn
Charnaux Christian H
Darling Mark J
Jones Jeffrey J II
Reich Victoria
Cohan Sean
Gerard Robert A
Gupta Anuradha
Johnson Richard A
Mends Mia
Winter Matthew E
Wasleski April M
Redler Dara S
Logerwell Kellie J
Mason Tiffany L
Bowen Tony G
Manuel Scott
Piazza Yolande G
Orosco Karen A
Wood Christianna
Gerke Thomas A
Brown Paul J
Rohde Bruce
Lewis David B
Archon Angela N
SEIP Tom D
Collins Kathryn M
Cobb William C
Wright James F
MacFarlane Gregory J
Houseworth Jason
Brown Jeffrey
Knight Delos Kip L III
Ellison Marvin R
Ehrlich Susan
Mazzini Phil
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Charnaux Christian H
Common Stock
2026-01-22 Grant 3,727 $0.00
Plaines Stephanie
Common Stock
2026-01-22 Grant 3,727 $0.00
Breig Geralyn
Common Stock
2026-01-22 Grant 3,727 $0.00
Darling Mark J
Common Stock
2026-01-05 Grant 1,481 $0.00
Campbell Curtis A
Common Stock
2026-01-05 Grant 17,216 $0.00
Jones Jeffrey J II
Common Stock
2025-11-19 Gift 45,000 $0.00
Jones Jeffrey J II
Common Stock
2025-11-19 Option exercise 128,818 $29.73 3,829,759
Jones Jeffrey J II
Stock Option (Right to Buy) · derivative
2025-11-19 Option exercise 128,818 $0.00
Jones Jeffrey J II
Common Stock
2025-11-19 Sell 128,818 $44.54 5,737,554
Jones Jeffrey J II
Stock Option (Right to Buy) · derivative
2025-11-12 Option exercise 145,087 $0.00
Jones Jeffrey J II
Common Stock
2025-11-12 Sell 176,449 $46.46 8,197,821
Jones Jeffrey J II
Common Stock
2025-11-12 Option exercise 145,087 $29.73 4,313,437
Cohan Sean
Common Stock
2025-11-05 Grant 3,927 $0.00
Winter Matthew E
Common Stock
2025-11-05 Grant 3,927 $0.00
Johnson Richard A
Common Stock
2025-11-05 Grant 10,209 $0.00
Mends Mia
Common Stock
2025-11-05 Grant 3,927 $0.00
Reich Victoria
Common Stock
2025-11-05 Grant 3,927 $0.00
Gupta Anuradha
Common Stock
2025-11-05 Grant 3,927 $0.00
Gerard Robert A
Common Stock
2025-11-05 Grant 3,927 $0.00
Wasleski April M
Common Stock
2025-11-01 Grant 3,293 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 488 119,729,565
2025-12-31 510 119,614,025
2025-09-30 546 115,047,086
2025-06-30 566 119,027,056
2025-03-31 569 120,831,150
2024-12-31 552 122,049,045
2024-09-30 548 121,611,815
2024-06-30 500 121,100,804
2024-03-31 485 123,175,077
2023-12-31 473 120,353,874
2023-09-30 418 124,153,804
2023-06-30 405 126,683,657
Form 13F Holdings
Firm Period DFND Voting Shares
Swedbank AB [2026-06-30] DFND 345,643 345,643
Tectonic Advisors LLC [2026-06-30] OTR 0 279,507
Sound Income Strategies LLC [2026-06-30] SOLE 261,903 261,903
Brookstone Capital Management [2026-06-30] SOLE 0 192,545
Assenagon Asset Management SA [2026-06-30] SOLE 116,980 116,980
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 2,533 113,628
Range Financial Group LLC [2026-06-30] SOLE 0 88,404
Wedge Capital Management L L P/NC [2026-06-30] SOLE 28,903 85,550
Tealwood Asset Management Inc [2026-06-30] SOLE 54,292 72,302
Carolina Wealth Advisors LLC [2026-06-30] SOLE 0 58,629
Alaska Retirement Management Board [2026-06-30] SOLE 50,893 50,893
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 50,890 50,890
Louisiana State Employees Retirement System [2026-06-30] SOLE 36,800 36,800
Yousif Capital Management LLC [2026-06-30] SOLE 10,388 34,992
Linden Thomas Advisory Services LLC [2026-06-30] SOLE 0 31,121
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 30,347 30,347
First Citizens Bank & Trust Co [2026-06-30] SOLE 27,577 27,577
Human Investing LLC [2026-06-30] SOLE 0 26,443
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 25,097
Hennion & Walsh Asset Management Inc [2026-06-30] SOLE 24,668 24,668
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 21,854 21,854
Merit Financial Group LLC [2026-06-30] SOLE 39 21,212
Merit Financial Group LLC [2026-06-30] OTR 0 20,114
Farther Finance Advisors LLC [2026-06-30] SOLE 0 18,906
Chesley Taft & Associates LLC [2026-06-30] SOLE 17,375 17,375
Crossmark Global Holdings Inc [2026-06-30] SOLE 17,245 17,245
Rockland Trust Co [2026-06-30] SOLE 16,866 16,866
Affinity Capital Advisors LLC [2026-06-30] SOLE 0 12,094
NorthCrest Asset Manangement LLC [2026-06-30] SOLE 0 11,317
Diversified Trust Co [2026-06-30] SOLE 0 8,905
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