Share ownership H&R Block, Inc.

HRB

US0936711052

Personal Services

Market Closed - NYSE Other stock markets 16:00:02 2026-07-01 EDT			5-day change	1st Jan Change
39.34 ^USD	+3.31%		+8.29%	-9.73%

05-21	Wall St indexes end slightly higher as investors focus on Mideast peace hopes	RE
05-06	H&R Block, Inc., Q3 2026 Earnings Call, May 06, 2026

Share class: H&R Block, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	156,506,869	125,162,146 ( 79.97 %)	29,746,662 ( 19.01 %)	79.97 %

Major shareholders: H&R Block, Inc.

Name	Stocks	%	Valuation
Fidelity Management & Research Co. LLC 12.06 %	15,287,403	12.06 %	588 M $
BlackRock Advisors LLC 11.83 %	15,000,236	11.83 %	577 M $
Vanguard Portfolio Management LLC 5.737 %	7,272,325	5.737 %	280 M $
Vanguard Capital Management LLC 4.461 %	5,655,035	4.461 %	218 M $
Fuller & Thaler Asset Management, Inc. 3.377 %	4,280,293	3.377 %	165 M $
STATE STREET CORPORATION 3.151 %	3,994,793	3.151 %	154 M $
Lazard Asset Management LLC 2.967 %	3,761,094	2.967 %	145 M $
Citadel Securities GP LLC 2.511 %	3,183,175	2.511 %	123 M $
AQR Capital Management LLC 2.511 %	3,182,725	2.511 %	123 M $
Geode Capital Management LLC 2.475 %	3,137,087	2.475 %	121 M $
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Breakdown by shareholder type

Institutional	84.35%
Others	9.55%
State Street Corp.	3.15%
Individuals	1.39%
SEI Investments Co.	0.42%
Swedbank AB	0.27%
Schweizerische Nationalbank	0.2%
Sprott, Inc.	0.13%
Governments	0.12%
Manulife Financial Corp.	0.07%
Fifth Third Bancorp	0.05%
The Bank of Nova Scotia	0.01%
Unknown	0.29%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	83.07%
United Kingdom	6.82%
Australia	2.69%
Individuals	1.39%
Norway	1.37%
Canada	1.24%
France	0.96%
Bahamas	0.56%
Sweden	0.38%
Switzerland	0.33%
Ireland	0.31%
Netherlands	0.2%
Denmark	0.09%
Finland	0.08%
Germany	0.08%
Luxembourg	0.05%
Hong Kong	0.04%
Belgium	0.03%
United Arab Emirates	0.01%
Spain	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

4,300

Sector

Personal Services

More about the company