HRBNYSEServices-Personal ServicesFiscal year ends June 30
H&R BLOCK INC
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 14, 2026
$47.37−1.30 (-2.67%)
Close on Oct 19, 2026
- Market cap
- $6.02B
- P/E (TTM)
- 8.4
- Dividend yield
- 3.55%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
128M of 123M shares
Institutional holders
538
126 new, 66 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $13.94M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| AQR Capital Management, LLC | 9,616,406 | 7.59% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 6,625,101 | 5.22% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 17,882,648 | – | 13G (passive) amendment | Dec 31, 2023 |
| Abigail P. Johnson | 14,567,341 | 11.50% | 13G (passive) amendment | Dec 31, 2025 |
| FMR LLC | 14,408,984 | 10.50% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HRB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,326,241 | 13.24% | $621.70M | +787,417 | 0.01% |
| FMR LLC | 15,744,303 | 12.77% | $599.54M | +456,900 | 0.03% |
| Aqr Capital Management LLC | 9,616,406 | 7.80% | $366.19M | +6,433,681 | 0.13% |
| Vanguard Portfolio Management LLC | 6,210,650 | 5.04% | $236.50M | −1,061,675 | 0.01% |
| Vanguard Capital Management LLC | 5,713,146 | 4.63% | $217.56M | +58,111 | 0.00% |
| State Street Corp | 4,157,916 | 3.37% | $160.03M | +163,123 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 3,975,923 | 3.23% | $151.40M | −304,370 | 0.41% |
| Lazard Asset Management LLC | 3,244,474 | 2.63% | $123.55M | −516,620 | 0.19% |
| Geode Capital Management, LLC | 3,061,311 | 2.48% | $116.60M | −75,776 | 0.01% |
| Northern Trust Corp | 2,934,354 | 2.38% | $111.74M | −80,782 | 0.01% |
| Dimensional Fund Advisors LP | 2,272,476 | 1.84% | $86.54M | −35,290 | 0.02% |
| Morgan Stanley | 2,185,522 | 1.77% | $83.22M | +197,487 | 0.00% |
| First Trust Advisors LP | 2,007,551 | 1.63% | $76.45M | +678,967 | 0.04% |
| Goldman Sachs Group Inc | 1,922,900 | 1.56% | $73.22M | +841,522 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 1,912,427 | 1.55% | $72.83M | +318,043 | 0.03% |
| Charles Schwab Investment Management Inc | 1,845,107 | 1.50% | $70.26M | +63,484 | 0.01% |
| Los Angeles Capital Management LLC | 1,714,217 | 1.39% | $65.28M | +1,242,603 | 0.24% |
| Lsv Asset Management | 1,591,990 | 1.29% | $60.62K | +60,100 | 0.11% |
| Bank of New York Mellon Corp | 1,476,375 | 1.20% | $56.22M | −40,510 | 0.01% |
| Ranmore Fund Management Ltd | 1,400,000 | 1.14% | $53.31M | – | 5.90% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 538 | 128M | 100.0% | 126 / 196 | 141 / 66 | 23M | 16M |
| Q1 2026 | 486 | 121M | 98.6% | 83 / 211 | 136 / 96 | 33M | 20M |
| Q4 2025 | 506 | 122M | 99.0% | 75 / 155 | 201 / 99 | 16M | 14M |
| Q3 2025 | 541 | 120M | 97.4% | 83 / 169 | 194 / 93 | 11M | 16M |
| Q2 2025 | 561 | 125M | 100.0% | 65 / 196 | 207 / 61 | 11M | 15M |
| Q1 2025 | 561 | 129M | 100.0% | 82 / 183 | 209 / 64 | 16M | 13M |
| Q4 2024 | 550 | 127M | 100.0% | 83 / 213 | 167 / 67 | 12M | 10M |
| Q3 2024 | 542 | 125M | 100.0% | 99 / 171 | 176 / 47 | 26M | 11M |
| Q2 2024 | 495 | 127M | 100.0% | 74 / 168 | 164 / 48 | 8M | 12M |
| Q1 2024 | 478 | 131M | 100.0% | 64 / 150 | 180 / 48 | 11M | 8M |
| Q4 2023 | 467 | 128M | 100.0% | 104 / 126 | 160 / 41 | 9M | 13M |
| Q3 2023 | 410 | 132M | 100.0% | 69 / 126 | 141 / 51 | 7M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HRB | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 4,341,137 | 3.52% | $165.31M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,027,673 | 3.27% | $153.37M | 0.01% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 3,784,777 | 3.07% | $144.12M | 1.14% | Jun 30, 2026 |
| Fidelity Series Value Discovery Fund | 3,079,464 | 2.50% | $135.59M | 0.76% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 3,027,994 | 2.46% | $116.55M | 0.05% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 2,907,976 | 2.36% | $110.74M | 0.06% | Jun 30, 2026 |
| iShares Select Dividend ETF | 2,502,368 | 2.03% | $110.18M | 0.47% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,841,536 | 1.49% | $70.13M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,453,680 | 1.18% | $55.36M | 0.06% | Jun 30, 2026 |
| Fidelity Equity Dividend Income Fund | 1,436,800 | 1.17% | $55.30M | 0.68% | May 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 1,062,112 | 0.86% | $40.45M | 0.36% | Jun 30, 2026 |
| Fidelity Value Discovery Fund | 750,771 | 0.61% | $33.06M | 0.79% | Jul 31, 2026 |
| Pacer US Small Cap Cash Cows 100 ETF | 740,635 | 0.60% | $32.61M | 0.89% | Jul 31, 2026 |
| Fidelity Equity-Income Fund | 689,350 | 0.56% | $30.35M | 0.26% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 650,641 | 0.53% | $25.04M | 0.06% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Curtis A. Campbell | President & CEO, Director | 89,283 | 0.07% | Sep 2, 2026 |
| Jeffrey J. Jones II | President & CEO, Director | 1,035,131 | 0.84% | Nov 20, 2025 |
| Mark J. Darling | Chief Retail Officer | 24,288 | 0.02% | Sep 2, 2026 |
| Dara S. Redler | Chief Legal & Admin. Officer | 70,455 | 0.06% | Sep 2, 2026 |
| Tiffany L. Mason | Chief Financial Officer | 32,870 | 0.03% | Sep 2, 2026 |
| April M. Wasleski | VP & Chief Acct Officer | 6,117 | 0.00% | Sep 2, 2026 |
| Scott Manuel | Chief Strategy & Operations Of | 35,158 | 0.03% | Sep 2, 2026 |
| Kellie J. Logerwell | VP & Chief Acct Officer | 22,126 | 0.02% | Sep 3, 2025 |
| Stephanie Plaines | Director | 3,727 | 0.00% | Jan 23, 2026 |
| Geralyn Breig | Director | 3,727 | 0.00% | Jan 23, 2026 |
| Christian H. Charnaux | Director | 3,727 | 0.00% | Jan 23, 2026 |
| Sean Cohan | Director | 28,428 | 0.02% | Nov 7, 2025 |
| Richard A. Johnson | Director | 91,277 | 0.07% | Nov 7, 2025 |
| Victoria Reich | Director | 120,846 | 0.10% | Nov 7, 2025 |
| Robert A. Gerard | Director | 337,262 | 0.27% | Nov 7, 2025 |
| Anuradha Gupta | Director | 43,280 | 0.04% | Nov 7, 2025 |
| Mia Mends | Director | 28,428 | 0.02% | Nov 7, 2025 |
| Matthew E. Winter | Director | 59,083 | 0.05% | Nov 7, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Curtis A. Campbell President & CEO, Director | Aug 31, 2026 | Tax withholding | −2,833 | $51.65 | $146.32K | 89,283 |
| Curtis A. Campbell President & CEO, Director | Aug 31, 2026 | Award | +49,129 | – | – | 92,116 |
| Scott Manuel Chief Strategy & Operations Of | Aug 31, 2026 | Award | +10,843 | – | – | 35,158 |
| Scott Manuel Chief Strategy & Operations Of | Aug 31, 2026 | Tax withholding | −3,736 | $51.65 | $192.96K | 31,422 |
| Mark J. Darling Chief Retail Officer | Aug 31, 2026 | Tax withholding | −4,129 | $51.65 | $213.26K | 24,288 |
| Mark J. Darling Chief Retail Officer | Aug 31, 2026 | Award | +6,099 | – | – | 28,417 |
| April M. Wasleski VP & Chief Acct Officer | Aug 31, 2026 | Tax withholding | −413 | $51.65 | $21.33K | 6,117 |
| April M. Wasleski VP & Chief Acct Officer | Aug 31, 2026 | Award | +1,426 | – | – | 6,530 |
| Dara S. Redler Chief Legal & Admin. Officer | Aug 31, 2026 | Award | +9,826 | – | – | 70,455 |
| Dara S. Redler Chief Legal & Admin. Officer | Aug 31, 2026 | Tax withholding | −12,219 | $51.65 | $631.11K | 58,236 |
| Tiffany L. Mason Chief Financial Officer | Aug 31, 2026 | Tax withholding | −3,510 | $51.65 | $181.29K | 32,870 |
| Tiffany L. Mason Chief Financial Officer | Aug 31, 2026 | Award | +13,553 | – | – | 36,380 |
| Dara S. Redler Chief Legal & Admin. Officer | Aug 12, 2026 | Award | +17,271 | – | – | 60,629 |
| Mark J. Darling Chief Retail Officer | Aug 12, 2026 | Award | +4,429 | – | – | 22,318 |
| Curtis A. Campbell President & CEO, Director | Jul 8, 2026 | Tax withholding | −11 | $39.83 | $438 | 42,987 |
| Curtis A. Campbell President & CEO, Director | Jun 3, 2026 | Tax withholding | −1,016 | $37.96 | $38.57K | 42,558 |
| Stephanie Plaines Director | Jan 22, 2026 | Award | +3,727 | – | – | 3,727 |
| Geralyn Breig Director | Jan 22, 2026 | Award | +3,727 | – | – | 3,727 |
| Christian H. Charnaux Director | Jan 22, 2026 | Award | +3,727 | – | – | 3,727 |
| Curtis A. Campbell President & CEO, Director | Jan 5, 2026 | Award | +17,216 | – | – | 42,822 |
| Mark J. Darling Chief Retail Officer | Jan 5, 2026 | Award | +1,481 | – | – | 17,528 |
| Jeffrey J. Jones II President & CEO, Director | Nov 19, 2025 | Option exercise | +128,818 | $29.73 | $3.83M | 1,035,131 |
| Jeffrey J. Jones II President & CEO, Director | Nov 19, 2025 | Sale | −128,818 | $44.54 | $5.74M | 861,313 |
| Jeffrey J. Jones II President & CEO, Director | Nov 19, 2025 | Gift | −45,000 | – | – | 990,131 |
| Jeffrey J. Jones II President & CEO, Director | Nov 12, 2025 | Sale | −176,449 | $46.46 | $8.20M | 906,313 |
| Jeffrey J. Jones II President & CEO, Director | Nov 12, 2025 | Option exercise | +145,087 | $29.73 | $4.31M | 1,082,762 |
| Victoria Reich Director | Nov 5, 2025 | Award | +3,927 | – | – | 116,362 |
| Mia Mends Director | Nov 5, 2025 | Award | +3,927 | – | – | 28,428 |
| Anuradha Gupta Director | Nov 5, 2025 | Award | +3,927 | – | – | 43,280 |
| Sean Cohan Director | Nov 5, 2025 | Award | +3,927 | – | – | 28,428 |
| Matthew E. Winter Director | Nov 5, 2025 | Award | +3,927 | – | – | 59,083 |
| Robert A. Gerard Director | Nov 5, 2025 | Award | +3,927 | – | – | 316,262 |
| Richard A. Johnson Director | Nov 5, 2025 | Award | +10,209 | – | – | 91,277 |
| April M. Wasleski VP & Chief Acct Officer | Nov 1, 2025 | Award | +3,293 | – | – | 4,934 |
| Dara S. Redler Chief Legal & Admin. Officer | Aug 31, 2025 | Award | +3,476 | – | – | 52,440 |
| Dara S. Redler Chief Legal & Admin. Officer | Aug 31, 2025 | Tax withholding | −10,555 | $50.35 | $531.44K | 41,885 |
| Dara S. Redler Chief Legal & Admin. Officer | Aug 31, 2025 | Award | +9,385 | – | – | 48,964 |
| Tiffany L. Mason Executive VP, Finance | Aug 31, 2025 | Award | +5,214 | – | – | 23,015 |
| Tiffany L. Mason Executive VP, Finance | Aug 31, 2025 | Award | +10,428 | – | – | 17,801 |
| Tiffany L. Mason Executive VP, Finance | Aug 31, 2025 | Tax withholding | −1,071 | $50.35 | $53.92K | 21,944 |
| Curtis A. Campbell Pres, GCT & Chief Product Off | Aug 31, 2025 | Award | +11,818 | – | – | 26,537 |
| Curtis A. Campbell Pres, GCT & Chief Product Off | Aug 31, 2025 | Tax withholding | −1,114 | $50.35 | $56.09K | 25,423 |
| Kellie J. Logerwell VP & Chief Acct Officer | Aug 31, 2025 | Tax withholding | −2,947 | $50.35 | $148.38K | 22,126 |
| Kellie J. Logerwell VP & Chief Acct Officer | Aug 31, 2025 | Award | +2,086 | – | – | 25,073 |
| Scott Manuel Chief Strategy & Operations Of | Aug 31, 2025 | Award | +5,214 | – | – | 24,693 |
| Scott Manuel Chief Strategy & Operations Of | Aug 31, 2025 | Tax withholding | −1,307 | $50.35 | $65.81K | 23,386 |
| Scott Manuel Chief Strategy & Operations Of | Aug 31, 2025 | Award | +10,428 | – | – | 19,479 |
| Jeffrey J. Jones II President & CEO, Director | Aug 31, 2025 | Award | +57,697 | – | – | 1,005,536 |
| Jeffrey J. Jones II President & CEO, Director | Aug 31, 2025 | Tax withholding | −70,257 | $50.35 | $3.54M | 935,279 |
| Jeffrey J. Jones II President & CEO, Director | Aug 13, 2025 | Award | +101,228 | – | – | 947,839 |
| Dara S. Redler Chief Legal Officer | Aug 13, 2025 | Award | +15,511 | – | – | 39,579 |
| Kellie J. Logerwell VP & Chief Acct Officer | Aug 13, 2025 | Award | +4,409 | – | – | 22,987 |
| Curtis A. Campbell Pres, GCT & Chief Product Off | Jun 3, 2025 | Tax withholding | −931 | $58.91 | $54.85K | 14,635 |
| Jeffrey J. Jones II President & CEO, Director | Apr 16, 2025 | Sale(10b5-1 plan) | −53,810 | $63.28 | $3.41M | 844,790 |
| Dara S. Redler Chief Legal Officer | Jan 31, 2025 | Tax withholding | −3,459 | $55.31 | $191.32K | 23,401 |
| Sean Cohan Director | Nov 6, 2024 | Award | +3,148 | – | – | 23,827 |
| Robert A. Gerard Director | Nov 6, 2024 | Award | +6,460 | – | – | 303,983 |
| Mia Mends Director | Nov 6, 2024 | Award | +3,148 | – | – | 23,827 |
| Victoria Reich Director | Nov 6, 2024 | Award | +3,148 | – | – | 109,326 |
| Richard A. Johnson Director | Nov 6, 2024 | Award | +3,148 | – | – | 79,112 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mark J. Darling Officer | Sep 30, 2026 | 2,700 | $109.85K | Sep 30, 2026 | Restricted Stock Vesting |
| Jeffrey J. Jones II Officer, Director | Nov 19, 2025 | 128,818 | $5.74M | Nov 19, 2025 | Option Granted - 08/21/2017 |
| Jeffrey J. Jones II Officer, Director | Nov 12, 2025 | 176,449 | $8.20M | Nov 12, 2025 | Restricted Stock Vesting |
| Jeffrey J. Jones II Officer, Director | Apr 16, 2025 | 53,810 | $3.41M | Apr 16, 2025 | Restricted Stock Vesting |
| Tony G. Bowen Former Officer | Sep 23, 2024 | 23,025 | $1.48M | Sep 23, 2024 | Restricted Stock Vesting |
| Kellie J. Logerwell Officer | Sep 16, 2024 | 8,000 | $515.28K | Sep 16, 2024 | Restricted Stock Vesting |
| Jeffrey J. Jones II Officer, Director | Sep 3, 2024 | 9,722 | $613.17K | Sep 3, 2024 | Restricted Stock Vesting |
| Dara S. Redler Officer | Aug 19, 2024 | 9,100 | $583.31K | Aug 19, 2024 | Restricted Stock Vesting |
| Kellie J. Logerwell Officer | Aug 19, 2024 | 9,846 | $639.99K | Aug 19, 2024 | Restricted Stock Vesting |
| Tony G. Bowen Officer | Aug 19, 2024 | 79,259 | $5.16M | Aug 19, 2024 | Restricted Stock Vesting |
| Jeffrey J. Jones II Officer, Director | Jul 1, 2024 | 44,975 | $2.44M | Jul 1, 2024 | Restricted Stock Vesting |
| Jeffrey J. Jones II Officer, Director | Feb 23, 2024 | 85,921 | $4.23M | Feb 23, 2024 | Restricted Stock Vesting |
| Jeffrey J. Jones II Officer, Director | Feb 23, 2024 | 85,921 | $4.23M | Feb 23, 2024 | Restricted Stock Vesting |
| Jeffrey J. Jones II Officer, Director | Feb 15, 2024 | 14,938 | $717.35K | Feb 15, 2024 | Restricted Stock Vesting |
| Tony G. Bowen Officer | Nov 27, 2023 | 46,892 | $2.21M | Nov 27, 2023 | Restricted Stock Vesting |