Share ownership H&R Block, Inc.

HRB

US0936711052

Personal Services

Market Closed - NYSE 23:00:02 14/08/2026 +03			5-day change	1st Jan Change
53.92 ^USD	+1.09%		+16.74%	+23.73%

08-12	H&R Indicates 'Similar' Growth for Fiscal 2027, Oppenheimer Says	MT
08-12	Barrington Research Adjusts H&R Block PT to $60 From $50, Maintains Outperform Rating	MT

Share class: H&R Block, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	156,506,869	125,162,157 ( 79.97 %)	29,746,662 ( 19.01 %)	79.97 %

Major shareholders: H&R Block, Inc.

Name	Stocks	%	Valuation
Fidelity Management & Research Co. LLC 12.42 %	15,740,421	12.42 %	693 M $
BlackRock Advisors LLC 12.33 %	15,625,256	12.33 %	688 M $
AQR Capital Management LLC 7.586 %	9,616,406	7.586 %	423 M $
AQR Capital Management LLC 7.586 %	9,616,406	7.586 %	423 M $
Vanguard Portfolio Management LLC 4.979 %	6,310,983	4.979 %	278 M $
Vanguard Portfolio Management LLC 4.9 %	6,210,650	4.9 %	273 M $
Vanguard Capital Management LLC 4.507 %	5,713,146	4.507 %	252 M $
STATE STREET CORPORATION 3.28 %	4,157,916	3.28 %	183 M $
Fuller & Thaler Asset Management, Inc. 3.137 %	3,975,923	3.137 %	175 M $
Lazard Asset Management LLC 2.56 %	3,244,474	2.56 %	143 M $
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Breakdown by shareholder type

Institutional	102.8%
Others	6.27%
State Street Corp.	3.28%
Individuals	1.39%
SEI Investments Co.	0.55%
Swedbank AB	0.27%
Sprott, Inc.	0.22%
Schweizerische Nationalbank	0.2%
Governments	0.11%
Manulife Financial Corp.	0.07%
Fifth Third Bancorp	0.05%
The Bank of Nova Scotia	0.01%
The Allstate Corp.	0.01%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	99.89%
United Kingdom	5.06%
Australia	2.56%
Canada	2.05%
Individuals	1.39%
Norway	1.07%
France	0.7%
Bahamas	0.56%
Switzerland	0.54%
Sweden	0.38%
Netherlands	0.22%
Ireland	0.15%
Luxembourg	0.14%
Germany	0.12%
Finland	0.1%
Denmark	0.09%
United Arab Emirates	0.07%
Hong Kong	0.04%
Belgium	0.03%
Singapore	0.02%
Cayman Islands	0.02%
Spain	0.02%
Puerto Rico	0.01%

Based on 1000 largest holdings

H&R Block, Inc. is engaged in providing global tax preparation services, financial products, and small-business solutions. The Company provides assisted and do-it-yourself (DIY) tax preparation solutions through multiple channels (including in-person, online and mobile applications, virtual, and desktop software) and distributes H&R Block-branded services and products. It also offers small business solutions through its Company-owned and franchise offices (including in-person, online and virtual) and online through Wave. The Company provides additional services, including Refund Transfers (RT), Peace of Mind Extended Service Plan (POM), H&R Block Emerald Prepaid Mastercard (Emerald Card), Spruce, H&R Block Emerald Advance (EA) term loans, Tax Identity Shield (TIS), Refund Advances (RA), and small business financial solutions. For its Canadian clients, it also offers POM, H&R Block's Instant Refund, H&R Block Pay With Refund, and small business financial solutions.

Employees

4,600

Sector

Personal Services

Calendar

09-03 Ex-dividend date - 0.46 USD

More about the company