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Owners, funding and legal record

Who owns H&R Block Inc.? Owners, funding and legal record

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H&R Block Inc. is a publicly traded company (NYSE: HRB). The most recent 5%+ ownership report names Fidelity (FMR) holding 9.1% (Schedule 13G/A, filed 2026-11-05).

As of November 6, 2026, H&R Block Inc. is a publicly traded company (NYSE: HRB); its largest reported holder is Fidelity (FMR), with 9.1% on Schedule 13G/A of November 5, 2026, then AQR (7.59%). The largest insider holding is Jeffrey J. Jones II, the chief executive and president, with 861,312.84 shares (0.70% of shares outstanding), per Form 4 of November 20, 2025 (Schedule 13G/A, November 5, 2026).

AQR Capital Management, LLC also filed stake reports on 190 other companies ↓

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Who are H&R Block Inc.'s owners and officers?

H&R Block Inc.: incorporated in Missouri; business address in Kansas City, Missouri; industry Services-Personal Services (Schedule 13G/A, 2026-11-05).

ReportHolderShare
Schedule 13G/A, 2026-11-05Fmr LLC9.1%
Schedule 13G, 2026-08-12Aqr Capital Management, LLC7.59%
Schedule 13G/A, 2026-07-31Vanguard Portfolio Management4.97%
Schedule 13G, 2026-04-30Vanguard Capital Management5.22%
Schedule 13G, 2026-04-29Vanguard Portfolio Management5.78%
Schedule 13G/A, 2026-03-27The Vanguard Group0%
Schedule 13G/A, 2026-02-05Fmr LLC11.5%

Questions about who owns H&R Block Inc.

Who owns H&R Block Inc.?

On this page, 3 holders' latest ownership filings report 5% or more of H&R Block Inc.: Fmr LLC (9.1%, Schedule 13G/A, filed 2026-11-05), Aqr Capital Management, LLC (7.59%, Schedule 13G, filed 2026-08-12) and Vanguard Capital Management (5.22%, Schedule 13G, filed 2026-04-30).

Who are the largest shareholders of H&R Block Inc.?

By the share each holder's latest filing reports, the largest holders of H&R Block Inc. on this page are Fmr LLC (9.1%), Aqr Capital Management, LLC (7.59%) and Vanguard Capital Management (5.22%).

When did Fmr LLC buy into H&R Block Inc.?

The filings give report dates, not purchase dates. The earliest filing from Fmr LLC on this page is the Schedule 13G/A, filed 2026-02-05, reporting 11.5%; its latest, Schedule 13G/A filed 2026-11-05, reports 9.1%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 7 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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What the Full Report on H&R Block Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

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Which insiders own H&R Block Inc. shares?

Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.

Shares outstanding: 123,265,922 as of 2026-07-31, from the company's latest SEC cover page.

How much has H&R Block Inc. raised?

No fundraising or offering filing from H&R Block Inc. is on file with us.

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Permanent URL: https://mentionfox.com/who-owns/h-and-r-block
Last updated 2026-11-06
Who owns H&R Block? NYSE: HRB; Fidelity (FMR) 9.1%. MentionFox, 2026-11-06. https://mentionfox.com/who-owns/h-and-r-block