H&R Block
HRB
43.16
+0.53
+1.24%
H&R Block
US · HRB
#2112 by market cap
Listed 1970
43.16
+0.53
+1.24%
Live - 5344 symbols - heartbeat 50s ago
· 2026-10-08 08:05
Pre-market
42.81
-0.82%
After-hours
43.16
0.00%
- Market cap
- 5.29B
- P/E (TTM)i
- 7.63
- P/Bi
- 45.01
- EPSi
- 5.66
- Div yieldi
- 3.89%
- 52W posi
- 52%
Reader sentiment
Are you bullish or bearish on HRB?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Accumulating
- The number of reporting institutions increased by 4 in the most recent period (2026/Q3).
- Total institutional ownership rose 0.8 percentage points.
Institutional ownership
- Held by institutions
- 105.04% +0.80pp
- Institutions
- 634 +4
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund83.93%
Hedge Fund13.25%
Public Company2.87%
Government Pension Fund1.98%
Private Company1.28%
Sovereign Wealth Fund1.14%
Individual/Insider0.84%
Family Office/Trust0.27%
Insurance Company0.13%
Top holders as of 2026-06-30
BlackRock
13.24% · 16.33M sh
FMR
9.36% · 11.54M sh
AQR Capital Management
7.70% · 9.49M sh
Vanguard Capital Management, LLC
5.29% · 6.52M sh
Vanguard Portfolio Management, LLC
5.04% · 6.21M sh
Strategic Advisers LLC
3.41% · 4.21M sh
State Street Global Advisors
3.37% · 4.16M sh
Fuller & Thaler Asset Management, Inc.
3.23% · 3.98M sh
Lazard Asset Management LLC
2.63% · 3.24M sh
Geode Capital Management, LLC
2.48% · 3.06M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 28 buys · 19 sells
| Name | Role | Stake |
|---|---|---|
| Jeffrey Jones | Chief Executive Officer | 0.70% |
| Tony Bowen | Chief Financial Officer | 0.04% |
| Dara Redler | Chief Legal Officer | 0.03% |
| Robert Gerard | Independent Chairperson | 0.03% |
| Richard Johnson | Independent Director | 0.01% |
| Curtis Campbell | Chief Product Officer & President of Global Consumer Tax | 0.01% |
| Mark Darling | Senior VP of U.S. Retail Operations | 0.01% |
| Scott Manuel | Chief Strategy & Operations Officer | 0.01% |
| Tiffany Mason | Chief Financial Officer | 0.01% |
| Victoria Reich | Independent Director | 0.00% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-29 | Mark Darling | Senior VP of U.S. Retail Operations | Open Market Disposition | -2,700 | $40.69 |
| 2026-08-30 | Scott Manuel | Chief Strategy & Operations Officer | Sale to Issuer | -3,736 | $51.65 |
| 2026-08-30 | Scott Manuel | Chief Strategy & Operations Officer | Other Acquisition | +10,843 | -- |
| 2026-08-30 | Tiffany Mason | Chief Financial Officer | Sale to Issuer | -3,510 | $51.65 |
| 2026-08-30 | Tiffany Mason | Chief Financial Officer | Other Acquisition | +13,553 | -- |
| 2026-08-30 | Curtis Campbell | Chief Product Officer & President of Global Consumer Tax | Sale to Issuer | -2,833 | $51.65 |
| 2026-08-30 | Curtis Campbell | Chief Product Officer & President of Global Consumer Tax | Other Acquisition | +49,129 | -- |
| 2026-08-30 | Dara Redler | Chief Legal Officer | Sale to Issuer | -12,219 | $51.65 |
| 2026-08-30 | Dara Redler | Chief Legal Officer | Other Acquisition | +9,826 | -- |
| 2026-08-30 | Mark Darling | Senior VP of U.S. Retail Operations | Sale to Issuer | -4,129 | $51.65 |
| 2026-08-30 | Mark Darling | Senior VP of U.S. Retail Operations | Other Acquisition | +6,099 | -- |
| 2026-08-30 | April Wasleski | Principal Accounting Officer, VP & Chief Accounting Officer | Sale to Issuer | -413 | $51.65 |
| 2026-08-30 | April Wasleski | Principal Accounting Officer, VP & Chief Accounting Officer | Other Acquisition | +1,426 | -- |
| 2026-08-11 | Dara Redler | Chief Legal Officer | Other Acquisition | +17,271 | -- |
| 2026-08-11 | Mark Darling | Senior VP of U.S. Retail Operations | Other Acquisition | +4,429 | -- |
| 2026-07-07 | Curtis Campbell | Chief Product Officer & President of Global Consumer Tax | Sale to Issuer | -11 | $39.83 |
| 2026-06-02 | Curtis Campbell | Chief Product Officer & President of Global Consumer Tax | Sale to Issuer | -1,016 | $37.96 |
| 2026-01-21 | Geralyn Breig | Director | Other Acquisition | +3,727 | -- |
| 2026-01-21 | Christian Charnaux | Director | Other Acquisition | +3,727 | -- |
| 2026-01-21 | Stephanie Plaines | Director | Other Acquisition | +3,727 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 08:05:13 · For reference only, not investment advice and not tailored to your situation.