H&R BLOCK INC

HRBNYSE

$41.68-0.64 (-1.51%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

H&R BLOCK INC price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-18.5%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
BlackRock, Inc.	12.88%	$622M	0.01%	Not reported
FMR LLC	12.42%	$600M	0.03%	Not reported
AQR Capital Management LLC	7.59%	$366M	0.13%	Not reported
Vanguard Portfolio Management LLC	4.90%	$237M	0.01%	Not reported
Vanguard Capital Management LLC	4.51%	$218M	0.00%	Not reported
State Street Corp	3.28%	$160M	0.00%	Not reported
Fuller & Thaler Asset Management, Inc.	3.14%	$151M	0.41%	Not reported
Geode Capital Management, LLC	2.42%	$117M	0.01%	Not reported
Northern Trust Corp	2.31%	$112M	0.01%	Not reported
Dimensional Fund Advisors LP	1.79%	$86.5M	0.02%	Not reported
Morgan Stanley	1.72%	$83.2M	0.00%	Not reported
First Trust Advisors LP	1.58%	$76.4M	0.05%	Add 51.10%
Goldman Sachs Group Inc	1.52%	$73.2M	0.01%	Not reported
Arrowstreet Capital, Limited Partnership	1.51%	$72.8M	0.03%	Not reported
Charles Schwab Investment Management Inc	1.46%	$70.3M	0.01%	Not reported
Los Angeles Capital Management LLC	1.35%	$65.3M	0.24%	Not reported
LSV Asset Management	1.26%	$60.6M	0.11%	Add 3.92%
Bank of New York Mellon Corp	1.16%	$56.2M	0.01%	Not reported
Ranmore Fund Management Ltd	1.10%	$53.3M	5.90%	Not reported
Norges Bank	0.96%	$46.4M	0.00%	Not reported
Framtiden Holdings Management Co LLC	0.90%	$47.2M	28.62%	Add 132.65%
Royce & Associates LP	0.84%	$40.5M	0.33%	Not reported
Invesco Ltd.	0.77%	$37.2M	0.00%	Not reported
UBS Group AG	0.72%	$34.6M	0.00%	Not reported
Quantinno Capital Management LP	0.65%	$31.5M	0.04%	Add 107.51%
Vanguard Fiduciary Trust Co	0.63%	$30.6M	0.01%	Not reported
Capital Fund Management S.A.	0.60%	$29.1M	0.13%	Add 185.20%
Pacer Advisors, Inc.	0.60%	$28.8M	0.07%	Add 9.01%
Royal Bank of Canada	0.59%	$28.7M	0.00%	Not reported
Prevatt Capital Ltd	0.56%	$27M	5.86%	Not reported
D. E. Shaw & Co., Inc.	0.56%	$27M	0.01%	Not reported
Sei Investments Co	0.55%	$26.4M	0.02%	Not reported
Boston Trust Walden Corp	0.53%	$25.7M	0.20%	Reduce 24.74%
Panagora Asset Management Inc	0.49%	$23.9M	0.07%	Not reported
Bank of America Corp	0.49%	$23.5M	0.00%	Not reported
Barclays PLC	0.48%	$23M	0.00%	Not reported
Lodge Hill Capital, LLC	0.45%	$21.5M	3.61%	Reduce 46.10%
JPMorgan Chase & Co	0.44%	$21.5M	0.00%	Not reported
Citadel Advisors LLC	0.42%	$20.3M	0.00%	Not reported
Canada Pension Plan Investment Board	0.40%	$19.2M	0.01%	Reduce 0.24%
Wellington Management Group LLP	0.33%	$16M	0.00%	Reduce 47.82%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.32%	$15.7M	0.00%	Not reported
Nuveen, LLC	0.32%	$15.3M	0.00%	Not reported
Ameriprise Financial Inc	0.29%	$14M	0.00%	Not reported
Alps Advisors Inc	0.28%	$13.7M	0.06%	Reduce 2.54%
Swedbank AB	0.27%	$13.2M	0.01%	Not reported
Rhumbline Advisers	0.27%	$12.9M	0.01%	Not reported
Balyasny Asset Management L.P.	0.27%	$12.8M	0.02%	Not reported
Jupiter Topco LLC	0.26%	$12.6M	0.01%	Not reported
Forum Finance Group S.A.	0.26%	$10.1M	3.62%	Add 283.33%

50 of 499 holders

Activity score

Premium

100

WEAK

STRONG

Unlock

AI Activity Analysis

Premium

Coming soonAI reads of insider, institutional and company activity will appear here for Premium accounts.

Historical Activity Patterns

Premium

Historical Activity PatternsHistorical periods where multiple activity categories converged, with subsequent market performance shown for context.Unlock