HRB H&R BLOCK INC: institutional ownership and insider trading
596 funds reported holding $5.55B of H&R BLOCK INC in their latest 13F filings; in Q2 2026 funds net bought $243M, with 121 new positions and 65 funds selling out; over the last 12 months insiders bought $0 and sold $14.0M on the open market; over its last four quarters it reported revenue of $3.91B and net income of $739M.
HRB revenue and earnings
- Quarter ended Mar 31, 2026: revenue $2.40B, net income $848M, EPS 6.60
- Quarter ended Dec 31, 2025: revenue $199M, net income −$242M
- Quarter ended Sep 30, 2025: revenue $204M, net income −$166M
- Quarter ended Jun 30, 2025: revenue $1.11B, net income $299M
Famous investors holding HRB
- D. E. Shaw (D. E. Shaw & Co.): $29.0M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $11.5M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $27.3M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $2.41M, 0.0% of the portfolio
- Ray Dalio (Bridgewater Associates): $334K, 0.0% of the portfolio
Largest institutional holders of HRB
- BlackRock, Inc. (BLK) — $622M
- FMR LLC — $600M
- VANGUARD GROUP INC — $580M
- AQR CAPITAL MANAGEMENT LLC — $366M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $237M
- VANGUARD CAPITAL MANAGEMENT LLC — $218M
- STATE STREET CORP (STT, STT-PG) — $160M
- FULLER & THALER ASSET MANAGEMENT, INC. — $151M
- LAZARD ASSET MANAGEMENT LLC — $124M
- GEODE CAPITAL MANAGEMENT, LLC — $117M
Recent HRB insider trades
- Sep 30, 2026: Darling Mark J. sold 2,700 shares ($110K)
- Nov 19, 2025: Jones Jeffrey J II sold 128,818 shares ($5.74M)
- Nov 12, 2025: Jones Jeffrey J II sold 176,449 shares ($8.20M)
- Apr 16, 2025: Jones Jeffrey J II sold 53,810 shares ($3.41M)
Members of Congress trading HRB
- Sep 23, 2025: Val T. Hoyle sold $1.00K–$15.0K
- Oct 29, 2024: Val T. Hoyle bought $1.00K–$15.0K
5%+ owners
- AQR Capital Management, LLC: 7.6% (Schedule 13G, filed Aug 12, 2026)
- Vanguard Capital Management: 5.2% (Schedule 13G, filed Apr 30, 2026)