HRB: H&R Block Inc insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 1 sales totaling $110K in the last 180 days.
Insider sales
| Trade date | Insider | Role | Value | 10b5-1 plan |
|---|---|---|---|---|
| 2026-09-30 | Darling Mark J. | Officer | $110K |
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-12 | New 13G stake | AQR Capital Management, LLC | 7.59% | SEC | |
| 2026-07-31 | Fell below 5% | Vanguard Portfolio Management | 4.97% | SEC |
Institutional ownership (Q2 2026)
544 institutions reported holding $4.71B of H&R Block Inc on Form 13F (489 the quarter before). 122 opened a new position and 67 sold out. Shares held by institutions: +5%.
| Largest holders | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 16,326,241 | $621.70M |
| FMR LLC | 15,744,303 | $599.54M |
| AQR CAPITAL MANAGEMENT LLC | 9,616,406 | $366.19M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,210,650 | $236.50M |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,713,146 | $217.56M |
| STATE STREET CORP | 4,157,916 | $160.03M |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3,975,923 | $151.40M |
| LAZARD ASSET MANAGEMENT LLC | 3,244,474 | $123.55M |
| GEODE CAPITAL MANAGEMENT, LLC | 3,061,311 | $116.60M |
| NORTHERN TRUST CORP | 2,934,354 | $111.74M |
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