§ DIVERSIFIED CONSUMER SERVICES
NEW YORK STOCK EXCHANGE, INC. · USD · Diversified Consumer ServicesHRB
H & R Block Inc
NEW YORK STOCK EXCHANGE, INC. · USDSector · Diversified Consumer ServicesMarket cap · $4.1BBeta · 0.35
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
330 increased/new, 145 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 6.6 | P/B | 82.67 |
| EPS (TTM) | 4.37 | Dividend | 5.38% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 15.5M | 0.0% | −2% |
| Fidelity Management | 15.3M | 0.0% | +5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.3M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | n/a | n/a |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.3M | 0.5% | n/a |
| State Street | 4.0M | 0.0% | +0% |
◇ AC INTELLIGENCE
Top institutional owners for HRB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER40.2% · 362 holders
PASSIVE / INDEX18.9% · 10 holders
QUALITY / COMPOUNDER16.6% · 25 holders
DEALER / BANK13.1% · 42 holders
DEEP VALUE3.6% · 2 holders
SYSTEMATIC / QUANT3.4% · 10 holders
TACTICAL / MACRO3.2% · 5 holders
INCOME / DEFENSIVE1.9% · 32 holders
ACTIVIST0.9% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for HRB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention HRB yet.