Share ownership H&R Block, Inc.

HRB

US0936711052

Personal Services

Real-time Estimate Cboe BZX 20:08:28 11/09/2026 +04			5-day change	1st Jan Change
44.74 ^USD	-0.32%		-8.44%	+3.07%

08-26	Intuit Shares Decline After Hours on Weak Outlook; Fourth-Quarter Results Beat Views	MT
08-15	H&R Block, Inc. Announces Board Retirements	CI

Share class: H&R Block, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	152,923,072	121,582,136 ( 79.51 %)	29,657,150 ( 19.39 %)	79.51 %

Major shareholders: H&R Block, Inc.

Name	Stocks	%	Valuation
Fidelity Management & Research Co. LLC 12.77 %	15,740,421	12.77 %	813 M $
BlackRock Advisors LLC 12.68 %	15,625,256	12.68 %	807 M $
Vanguard Fiduciary Trust Co. 10.89 %	13,421,572	10.89 %	693 M $
AQR Capital Management LLC 7.801 %	9,616,406	7.801 %	497 M $
Vanguard Portfolio Management LLC 5.038 %	6,210,650	5.038 %	321 M $
Vanguard Capital Management LLC 4.635 %	5,713,146	4.635 %	295 M $
STATE STREET CORPORATION 3.373 %	4,157,916	3.373 %	215 M $
Fuller & Thaler Asset Management, Inc. 3.225 %	3,975,923	3.225 %	205 M $
Lazard Asset Management LLC 2.632 %	3,244,474	2.632 %	168 M $
Geode Capital Management LLC 2.484 %	3,061,311	2.484 %	158 M $
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Breakdown by shareholder type

Institutional	103.74%
Others	6.47%
State Street Corp.	3.37%
Individuals	1.53%
SEI Investments Co.	0.56%
Swedbank AB	0.28%
Sprott, Inc.	0.23%
Schweizerische Nationalbank	0.21%
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	100.86%
United Kingdom	5.14%
Australia	2.61%
Canada	2.1%
Individuals	1.53%
Norway	1.1%
France	0.72%
Bahamas	0.58%
Switzerland	0.55%
Sweden	0.39%
Netherlands	0.23%
Ireland	0.15%
Luxembourg	0.15%
Germany	0.12%
Finland	0.1%
Denmark	0.09%
United Arab Emirates	0.07%
Hong Kong	0.04%
Belgium	0.03%
Singapore	0.03%
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

More about the company