H&R Block Inc
HRBFigures shown here come from public SEC filings. Dates beside each section show the available history.
How H&R Block Inc Makes Money
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From revenue to net income
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Source: H&R Block Inc — 10-K filed Aug 14, 2026
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 19 annual periods. The latest annual period ends Jun 30, 2026. The latest insider filing shown is dated Jun 5, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Ascentis Independent Advisors | 2026-03-31 | 0 | $16 | SEC filing |
| South Dakota Investment Council | 2026-03-31 | 97,465 | Not shown | SEC filing |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2026-03-31 | 6,975 | $222K | SEC filing |
| JUPITER ASSET MANAGEMENT LTD | 2026-03-31 | 890,538 | $28.3M | SEC filing |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 2026-03-31 | 106,616 | $3.38M | SEC filing |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2026-03-31 | 28,398 | $901K | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 3,362 | $107K | SEC filing |
| Round Hill Asset Management | 2026-03-31 | 66,901 | $2.12M | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 3,015,136 | $95.7M | SEC filing |
| Blue Trust, Inc. | 2026-03-31 | 7,088 | $225K | SEC filing |
| WINTON GROUP Ltd | 2026-03-31 | 44,000 | $1.4M | SEC filing |
| Chesley Taft & Associates LLC | 2026-03-31 | 19,932 | $633K | SEC filing |
| Engineers Gate Manager LP | 2026-03-31 | 17,028 | $540K | SEC filing |
| Aventura Private Wealth, LLC | 2026-03-31 | 26 | $825 | SEC filing |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-03-31 | 7,939 | $252K | SEC filing |
| Vestcor Inc | 2026-03-31 | 10,076 | Not shown | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 76,979 | $2.44M | SEC filing |
| Sovereign's Capital Management, LLC | 2026-03-31 | 21,708 | $689K | SEC filing |
| STOREBRAND ASSET MANAGEMENT AS | 2026-03-31 | 68,181 | $2.16M | SEC filing |
| BESSEMER GROUP INC | 2026-03-31 | 434 | Not shown | SEC filing |
- Each value is checked against H&R Block Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 3 rows: the filed value is about 1,000 times too small for the share count at H&R Block Inc's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among H&R Block Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-11-19 · Jones Jeffrey J II: Larger than 29 of the 30 other insider sales of Common Stock on file. SEC filing
- 2025-11-12 · Jones Jeffrey J II: Larger than all 30 other insider sales of Common Stock on file. SEC filing
- 2024-02-23 · Jones Jeffrey J II: Larger than 27 of the 30 other insider sales of Common Stock on file. SEC filing
- 2023-08-16 · Jones Jeffrey J II: Larger than 28 of the 30 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-11-19 | Jones Jeffrey J II · President & CEO | Common Stock | S — Open market or private sale | −128,818 | 44.54 | SEC filing |
| 2025-11-12 | Jones Jeffrey J II · President & CEO | Common Stock | S — Open market or private sale | −176,449 | 46.46 | SEC filing |
| 2025-04-16 | Jones Jeffrey J II · President & CEO | Common Stock | S — Open market or private sale | −53,810 | 63.28 | SEC filing |
| 2024-09-16 | Logerwell Kellie J · VP & Chief Acct Officer | Common Stock | S — Open market or private sale | −8,000 | 64.41 | SEC filing |
| 2024-09-03 | Jones Jeffrey J II · President & CEO | Common Stock | S — Open market or private sale | −9,722 | 63.07 | SEC filing |
| 2024-08-19 | Bowen Tony G · Chief Financial Officer | Common Stock | S — Open market or private sale | −79,259 | 65.17 | SEC filing |
| 2024-08-19 | Logerwell Kellie J · VP & Chief Acct Officer | Common Stock | S — Open market or private sale | −9,846 | 65.00 | SEC filing |
| 2024-08-19 | Redler Dara S · Chief Legal Officer | Common Stock | S — Open market or private sale | −9,100 | 64.10 | SEC filing |
Showing 8 of 17 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-03 | Campbell Curtis A · President & CEO | Common Stock | F — Payment of exercise price or tax by delivering securities | −1,016 | SEC filing |
| 2026-01-22 | Breig Geralyn · Director | Common Stock | A — Grant, award, or other acquisition | +3,727 | SEC filing |
| 2026-01-22 | Plaines Stephanie · Director | Common Stock | A — Grant, award, or other acquisition | +3,727 | SEC filing |
| 2026-01-22 | Charnaux Christian H. · Director | Common Stock | A — Grant, award, or other acquisition | +3,727 | SEC filing |
| 2026-01-05 | Campbell Curtis A · President & CEO | Common Stock | A — Grant, award, or other acquisition | +17,216 | SEC filing |
| 2026-01-05 | Darling Mark J. · Chief Retail Officer | Common Stock | A — Grant, award, or other acquisition | +1,481 | SEC filing |
| 2025-11-19 | Jones Jeffrey J II · President & CEO | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −128,818 | SEC filing |
| 2025-11-19 | Jones Jeffrey J II · President & CEO | Common Stock | M — Exercise or conversion of derivative security | +128,818 | SEC filing |
Showing 8 of 31 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.