H&R BLOCK INC
United States·USD
Congressional Trades
Whale Activity
- Increased3
- New0
- Held0
- Decreased5
- Closed0
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 16.3M | $621.7M | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.2M | $236.5M | decreased |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | $217.6M | increased |
| D. E. Shaw & Co., Inc. | 708.1K | $27.0M | decreased |
| CITADEL ADVISORS LLC | 534.1K | $20.3M | decreased |
| TWO SIGMA INVESTMENTS, LP | 301.2K | $11.5M | increased |
| MILLENNIUM MANAGEMENT LLC | 63.2K | $2.4M | decreased |
| Eschler Asset Management LLP | 27.0K | $1.0M | — |
| Bridgewater Associates, LP | 8,759 | $334K | decreased |
| Cygnus Capital Advisors, LLC | 48.7K | $2K | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Darling Mark J.Chief Retail Officer | Sale | −2,700 | $40.69 | $110K | Sep 30, 2026 | Form 4 ↗ |
| Campbell Curtis APresident & CEO · Director | Tax withholding | −1,016 | $37.96 | $39K | Jun 3, 2026 | Form 4 ↗ |
| Plaines StephanieDirector | Grant / award | +3,727 | $0.00 | $0 | Jan 22, 2026 | Form 4 ↗ |
| Charnaux Christian H.Director | Grant / award | +3,727 | $0.00 | $0 | Jan 22, 2026 | Form 4 ↗ |
| Breig GeralynDirector | Grant / award | +3,727 | $0.00 | $0 | Jan 22, 2026 | Form 4 ↗ |
| Darling Mark J.Chief Retail Officer | Grant / award | +1,481 | $0.00 | $0 | Jan 5, 2026 | Form 4 ↗ |
| Campbell Curtis APresident & CEO · Director | Grant / award | +17.2K | $0.00 | $0 | Jan 5, 2026 | Form 4 ↗ |
| Jones Jeffrey J IIPresident & CEO · Director | Sale | −128.8K | $44.54 | $5.7M | Nov 19, 2025 | Form 4 ↗ |
| Jones Jeffrey J IIPresident & CEO · Director | Gift | −45.0K | $0.00 | $0 | Nov 19, 2025 | Form 4 ↗ |
| Jones Jeffrey J IIPresident & CEO · Director | Option exercise | +128.8K | $29.73 | $3.8M | Nov 19, 2025 | Form 4 ↗ |
| Jones Jeffrey J IIPresident & CEO · Director | Sale | −176.4K | $46.46 | $8.2M | Nov 12, 2025 | Form 4 ↗ |
| Jones Jeffrey J IIPresident & CEO · Director | Option exercise | +145.1K | $29.73 | $4.3M | Nov 12, 2025 | Form 4 ↗ |
| Cohan SeanDirector | Grant / award | +3,927 | $0.00 | $0 | Nov 5, 2025 | Form 4 ↗ |
| Gerard Robert ADirector | Grant / award | +3,927 | $0.00 | $0 | Nov 5, 2025 | Form 4 ↗ |
| Gupta AnuradhaDirector | Grant / award | +3,927 | $0.00 | $0 | Nov 5, 2025 | Form 4 ↗ |
| Johnson Richard ADirector | Grant / award | +10.2K | $0.00 | $0 | Nov 5, 2025 | Form 4 ↗ |
| Mends MiaDirector | Grant / award | +3,927 | $0.00 | $0 | Nov 5, 2025 | Form 4 ↗ |
| REICH VICTORIADirector | Grant / award | +3,927 | $0.00 | $0 | Nov 5, 2025 | Form 4 ↗ |
| Winter Matthew EDirector | Grant / award | +3,927 | $0.00 | $0 | Nov 5, 2025 | Form 4 ↗ |
| Wasleski April M.VP & Chief Acct Officer | Grant / award | +3,293 | $0.00 | $0 | Nov 1, 2025 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 4.3M | $165.3M | 0.13% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4.0M | $153.4M | 0.01% | Jun 30, 2026 |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 3.8M | $144.1M | 1.14% | Jun 30, 2026 |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 3.1M | $135.6M | 0.76% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 3.0M | $116.5M | 0.05% | May 31, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2.9M | $110.7M | 0.06% | Jun 30, 2026 |
| iShares Select Dividend ETF iShares Trust | 2.5M | $110.2M | 0.47% | Jul 31, 2026 |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1.8M | $70.1M | 0.10% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.5M | $55.4M | 0.06% | Jun 30, 2026 |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 1.4M | $55.3M | 0.68% | May 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list HRB's shares (CUSIP 093671105), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Corporate Lobbying
No lobbying filings found naming H&R BLOCK INC as the client.
Government Contracts
No federal contract awards found for H&R BLOCK INC.
U.S. Patents
No USPTO patent applications found for H&R BLOCK INC.
Annual Financials
No annual XBRL figures on record for HRB. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 2-for-1Stock splitAug 23, 2005
- 2-for-1Stock splitAug 2, 2001
- 2-for-1Stock splitOct 2, 1991
- 2-for-1Stock splitOct 2, 1987
Split dates and ratios from the price history · Close Prices from Tiingo.com
About H&R BLOCK INC
OVERVIEW H&R Block provides help and inspires confidence in its clients and communities everywhere through global tax preparation services, financial products, and small business solutions. We blend digital innovation with human expertise and care to help people get the best outcome at tax time and also be better with money by using our mobile banking app, Spruce℠. Through Block Advisors® and Wave®, we help small-business owners thrive with year-round bookkeeping, payroll, advisory and payment processing solutions. H&R Block, Inc. was organized as a corporation in 1955 under the laws of the State of Missouri. A complete list of our subsidiaries as of June 30, 2026 can be found in Exhibit 21.…