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 - 2025
[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
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 - 2025
Redler Dara S
H&R Block Inc
Jones Jeffrey J II
Logerwell Kellie J
Campbell Curtis A
Gerard Robert A
Cohan Sean
Johnson Richard A
Winter Matthew E
Reich Victoria
Mends Mia
Gupta Anuradha
Mason Tiffany L
Bowen Tony G
Manuel Scott
Piazza Yolande G
Orosco Karen A
Wood Christianna
Gerke Thomas A
Rohde Bruce
Lewis David B
Brown Paul J
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
Form 13F Holdings
Firm Period DFND Voting Shares
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Fuller & Thaler Asset Management Inc [2025-06-30] SOLE 4,432,672 4,432,672
State Street Corp [2025-06-30] DFND 3,794,000 4,221,017
Boston Partners [2025-06-30] DFND 3,018,938 3,121,727
Geode Capital Management LLC [2025-06-30] DFND 2,825,361 2,849,655
Wellington Management Group LLP [2025-06-30] DFND 0 2,252,526
Dimensional Fund Advisors LP [2025-06-30] SOLE 1,946,570 2,089,912
Morgan Stanley [2025-06-30] DFND 1,332,097 2,054,586
Citadel Advisors LLC [2025-06-30] DFND 2,025,817 2,025,817
Norges Bank [2025-06-30] SOLE 1,782,215 1,782,215
Qube Research & Technologies Ltd [2025-06-30] SOLE 1,750,760 1,750,760
Northern Trust Corp [2025-06-30] DFND 1,683,382 1,722,996
Charles Schwab Investment Management Inc [2025-06-30] SOLE 1,635,978 1,635,983
Bank of New York Mellon Corp [2025-06-30] DFND 1,538,408 1,617,682
AQR Capital Management LLC [2025-06-30] DFND 1,610,041 1,612,353
Arrowstreet Capital Limited Partnership [2025-06-30] DFND 1,515,721 1,598,656
Goldman Sachs Group Inc [2025-06-30] DFND 1,406,799 1,548,538
Royal Bank of Canada [2025-06-30] DFND 1,367,423 1,374,617
D. E. Shaw & Co., Inc. [2025-06-30] DFND 1,117,293 1,134,593
Marshall Wace LLP [2025-06-30] OTR 0 1,091,626
Bank of America Corp /DE/ [2025-06-30] DFND 75,587 1,012,087
Newedge Wealth LLC [2025-06-30] SOLE 13,803 954,198
Boston Trust Walden Corp [2025-06-30] DFND 752,804 864,851
Voloridge Investment Management LLC [2025-06-30] SOLE 863,653 863,653
Truist Financial Corp [2025-06-30] DFND 158,209 813,898
Northern Trust Corp [2025-06-30] OTR 35,313 757,836
UBS Group AG [2025-06-30] DFND 733,044 756,546
First Trust Advisors LP [2025-06-30] SOLE 738,993 738,993
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