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HRB · H&R Block Inc

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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HRB

Name: H&R BLOCK INC (HRB) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

H&R BLOCK INC

SERVICES · SERVICES-PERSONAL SERVICES · CIK 0000012659

SEC FILINGS☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

320

13F, latest reported quarter

REVENUE GROWTH

+4.9%

XBRL, annual

NET MARGIN

18.6%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

320 funds added or opened last quarter

the highest in Services

REVENUE

+4.9% year over year

more than 56% of Services

MARGIN

18.6% net margin

more than 93% of Services

BUYBACKS

no share repurchases reported

SHORT

14.1% of shares outstanding short · 9.6 days to cover · settled 2026-07-31

more than 88% of Services

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

320 funds added or opened positions in the latest 13F quarter, of 543 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +5.9%

+5.9%12M

INSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows 320 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

YELP NRDY CRAI CAR LINC BOXL PRDO SCI R APEI COE DLPN

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for H&R BLOCK INC in the period covered. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

Jones Jeffrey J II

President & CEO

SELL

2025-11-19

128,818.0

$5.7M

Jones Jeffrey J II

President & CEO

SELL

2025-11-12

176,449.0

$8.2M

Jones Jeffrey J II

President & CEO

SELL

2025-04-16

53,810.0

$3.4M

Logerwell Kellie J

VP & Chief Acct Officer

SELL

2024-09-16

8,000.0

$515.3K

Jones Jeffrey J II

President & CEO

SELL

2024-09-03

9,722.0

$613.2K

35 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 30 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

16,326,241.0 sh

$621.7M

FMR LLC

15,744,303.0 sh

$599.5M

AQR CAPITAL MANAGEMENT LLC

9,616,406.0 sh

$366.2M

VANGUARD PORTFOLIO MANAGEMENT LLC

6,210,650.0 sh

$236.5M

VANGUARD CAPITAL MANAGEMENT LLC

5,713,146.0 sh

$217.6M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Lazard Equity Franchise Portfolio

$2.3M POSITION · AS OF 2026-03-31

6.2%

Royce Small-Cap Special Equity Fund

$16.5M POSITION · AS OF 2026-03-31

3.9%

Monarch Dividend Plus Index ETF

$2.0M POSITION · AS OF 2026-02-28

3.3%

The Acquirers Fund

$1.1M POSITION · AS OF 2026-04-30

3.2%

Frank Value Fund

$1.0M POSITION · AS OF 2026-03-31

3.2%

Leadershares Alphafactor Tactical Focused ETF

$1.9M POSITION · AS OF 2026-04-30

3.1%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Jeffrey J. Jones II

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2022

$8.8M

$4.0M

$2.6M

+119%

+106%

2021

$11.0M

$33.1M

$2.5M

+136%

+72%

2020

$191.2K

$1.6M

$90.2K

+50%

+103%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2026-06	2025-06	2024-06	2023-06
REVENUE	$3.9B	$3.8B	$3.6B	$3.5B
NET INCOME	$733.6M	$605.8M	$595.3M	$553.7M
EPS (DILUTED)	5.66	4.39	4.12	3.51
OPERATING CASH FLOW	$838.7M	$680.9M	$720.9M	$821.8M
CASH	$958.7M	$983.3M	$1.1B	$987.0M
LONG-TERM DEBT	$1.5B	$1.1B	$1.5B	$1.5B
DIVIDENDS PAID	$211.0M	$197.3M	$179.8M	$177.9M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE