H&R Block (HRB)
H&R Block on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as services-personal services.
18.6M
Short interest
settlement 2026-09-30
8.0
Days to cover
-2.2 days vs prior
71.3%
Short share of volume
2026-10-23
4,302
Fails to deliver
settlement 2026-09-03
Thu 5 Nov
Next earnings
estimated date
-$110K
Insider flow, 90 days
0 buys, 1 sells
As of 2026-10-23.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 30 September 2026, short interest in HRB is 18,579,685 shares, up 1,821,848 shares over the last month. Over the last 48 readings it ranged from 10,193,331 shares (31 October 2024) to 19,635,291 shares (15 June 2026). At the reported average volume of 2.3M shares a day that is 8.0 days to cover.
Embed this chart.The embed keeps its attribution line.
<iframe src="https://xoomar.com/embed/stocks/hrb" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-09-30 | 18,579,685 | +6.5% | 2,332,683 | 7.96 |
| 2026-09-15 | 17,448,651 | +4.1% | 1,721,054 | 10.14 |
| 2026-08-31 | 16,757,837 | -6.0% | 1,571,340 | 10.66 |
| 2026-08-14 | 17,836,338 | +3.0% | 3,493,807 | 5.11 |
| 2026-07-31 | 17,315,253 | -2.5% | 1,810,278 | 9.56 |
| 2026-07-15 | 17,749,914 | -7.2% | 1,974,452 | 8.99 |
| 2026-06-30 | 19,120,440 | -2.6% | 2,160,725 | 8.85 |
| 2026-06-15 | 19,635,291 | +8.1% | 2,396,690 | 8.19 |
| 2026-05-29 | 18,166,907 | +2.0% | 2,476,257 | 7.34 |
| 2026-05-15 | 17,816,101 | +0.4% | 3,410,964 | 5.22 |
| 2026-04-30 | 17,742,639 | +18.3% | 2,241,815 | 7.91 |
| 2026-04-15 | 14,995,088 | +8.4% | 1,994,570 | 7.52 |
| 2026-03-31 | 13,837,844 | +4.8% | 2,224,371 | 6.22 |
| 2026-03-13 | 13,200,337 | -4.7% | 2,204,402 | 5.99 |
| 2026-02-27 | 13,854,040 | +4.7% | 3,132,482 | 4.42 |
| 2026-02-13 | 13,230,719 | +11.8% | 3,878,129 | 3.41 |
| 2026-01-30 | 11,837,154 | +2.9% | 2,128,785 | 5.56 |
| 2026-01-15 | 11,500,044 | +7.7% | 1,463,294 | 7.86 |
| 2025-12-31 | 10,677,975 | -3.1% | 1,456,312 | 7.33 |
| 2025-12-15 | 11,020,617 | -8.8% | 1,579,740 | 6.98 |
| 2025-11-28 | 12,090,106 | -3.7% | 1,855,200 | 6.52 |
| 2025-11-14 | 12,559,932 | +2.4% | 1,640,918 | 7.65 |
| 2025-10-31 | 12,260,420 | +1.4% | 1,011,950 | 12.12 |
| 2025-10-15 | 12,091,673 | +2.4% | 1,117,624 | 10.82 |
| 2025-09-30 | 11,805,087 | +5.9% | 1,330,662 | 8.87 |
| 2025-09-15 | 11,145,760 | +7.0% | 1,939,946 | 5.75 |
| 2025-08-29 | 10,419,392 | +1.8% | 2,024,183 | 5.15 |
| 2025-08-15 | 10,236,597 | -2.5% | 2,126,620 | 4.81 |
| 2025-07-31 | 10,500,709 | -5.6% | 905,587 | 11.60 |
| 2025-07-15 | 11,121,930 | -5.3% | 1,140,831 | 9.75 |
| 2025-06-30 | 11,739,330 | -0.9% | 1,351,282 | 8.69 |
| 2025-06-13 | 11,843,893 | -1.0% | 1,173,084 | 10.10 |
| 2025-05-30 | 11,961,616 | +0.7% | 1,126,409 | 10.62 |
| 2025-05-15 | 11,873,517 | -2.4% | 1,794,578 | 6.62 |
| 2025-04-30 | 12,168,146 | -5.0% | 1,830,794 | 6.65 |
| 2025-04-15 | 12,804,391 | -1.2% | 1,852,460 | 6.91 |
| 2025-03-31 | 12,955,080 | -9.7% | 2,389,315 | 5.42 |
| 2025-03-14 | 14,342,825 | +2.4% | 1,672,983 | 8.57 |
| 2025-02-28 | 14,011,404 | +4.8% | 1,243,605 | 11.27 |
| 2025-02-14 | 13,372,020 | -2.6% | 1,333,013 | 10.03 |
| 2025-01-31 | 13,728,136 | +9.7% | 1,159,882 | 11.84 |
| 2025-01-15 | 12,516,010 | +0.3% | 1,045,295 | 11.97 |
| 2024-12-31 | 12,475,885 | +0.6% | 1,288,962 | 9.68 |
| 2024-12-13 | 12,403,882 | +2.5% | 1,067,487 | 11.62 |
| 2024-11-29 | 12,095,003 | +4.2% | 1,937,443 | 6.24 |
| 2024-11-15 | 11,606,201 | +13.9% | 1,424,151 | 8.15 |
| 2024-10-31 | 10,193,331 | -7.3% | 1,000,240 | 10.19 |
| 2024-10-15 | 10,999,068 | +23.1% | 1,184,305 | 9.29 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 23 October 2026, the short share of HRB volume is 71.3%, down 7.7 points over the last five sessions. Over the last 30 readings it ranged from 51.5% (28 September 2026) to 79.7% (13 October 2026). The latest reading is 3.9 points above the 30-session average of 67.4%, on 460K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-23 | 328K | 460K | 71.3% | 0 |
| 2026-10-22 | 492K | 696K | 70.7% | 200 |
| 2026-10-21 | 315K | 398K | 79.2% | 0 |
| 2026-10-20 | 422K | 776K | 54.4% | 0 |
| 2026-10-19 | 384K | 509K | 75.5% | 0 |
| 2026-10-16 | 496K | 628K | 79.0% | 0 |
| 2026-10-15 | 402K | 553K | 72.7% | 0 |
| 2026-10-14 | 491K | 661K | 74.2% | 0 |
| 2026-10-13 | 709K | 890K | 79.7% | 2,155 |
| 2026-10-12 | 316K | 427K | 73.9% | 0 |
| 2026-10-09 | 295K | 467K | 63.1% | 0 |
| 2026-10-08 | 504K | 735K | 68.5% | 0 |
| 2026-10-07 | 290K | 471K | 61.5% | 0 |
| 2026-10-06 | 442K | 657K | 67.3% | 28 |
| 2026-10-05 | 453K | 627K | 72.3% | 358 |
| 2026-10-02 | 431K | 689K | 62.5% | 828 |
| 2026-10-01 | 577K | 960K | 60.1% | 108 |
| 2026-09-30 | 437K | 726K | 60.2% | 2,575 |
| 2026-09-29 | 751K | 1.2M | 64.6% | 500 |
| 2026-09-28 | 304K | 591K | 51.5% | 2,291 |
| 2026-09-25 | 439K | 663K | 66.1% | 212 |
| 2026-09-24 | 667K | 903K | 73.9% | 0 |
| 2026-09-23 | 482K | 715K | 67.4% | 32 |
| 2026-09-22 | 523K | 945K | 55.3% | 0 |
| 2026-09-21 | 275K | 475K | 57.9% | 5,067 |
| 2026-09-18 | 529K | 800K | 66.1% | 425 |
| 2026-09-17 | 538K | 700K | 76.8% | 0 |
| 2026-09-16 | 491K | 687K | 71.6% | 0 |
| 2026-09-15 | 381K | 645K | 59.1% | 0 |
| 2026-09-14 | 406K | 615K | 66.1% | 0 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 3 September 2026, the fails-to-deliver balance in HRB is 4,302 shares, up 1,633 shares over the last settlement date. Over the last 30 readings it ranged from 2 shares (20 April 2026) to 150,624 shares (17 March 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-09-03 | 4,302 | $50.96 | $219K |
| 2026-08-24 | 2,669 | $53.68 | $143K |
| 2026-08-21 | 16,393 | $53.04 | $869K |
| 2026-08-05 | 1,246 | $46.07 | $57K |
| 2026-08-03 | 304 | $44.03 | $13K |
| 2026-07-27 | 280 | $40.83 | $11K |
| 2026-07-20 | 1,200 | $42.08 | $50K |
| 2026-07-15 | 715 | $40.94 | $29K |
| 2026-07-13 | 795 | $39.59 | $31K |
| 2026-07-08 | 143 | $39.83 | $6K |
| 2026-07-07 | 11 | $39.22 | $431 |
| 2026-07-02 | 492 | $39.34 | $19K |
| 2026-06-30 | 149,599 | $38.22 | $5.7M |
| 2026-06-23 | 76,901 | $34.04 | $2.6M |
| 2026-06-22 | 5,417 | $34.38 | $186K |
| 2026-06-10 | 14,264 | $38.26 | $546K |
| 2026-05-29 | 358 | $38.30 | $14K |
| 2026-05-26 | 568 | $38.89 | $22K |
| 2026-05-22 | 830 | $37.89 | $31K |
| 2026-05-19 | 369 | $38.71 | $14K |
| 2026-05-18 | 1,400 | $37.25 | $52K |
| 2026-04-30 | 1,968 | $31.43 | $62K |
| 2026-04-20 | 2 | $32.16 | $64 |
| 2026-04-09 | 717 | $31.86 | $23K |
| 2026-03-23 | 137 | $31.79 | $4K |
| 2026-03-20 | 1,010 | $30.88 | $31K |
| 2026-03-17 | 150,624 | $30.62 | $4.6M |
| 2026-03-04 | 630 | $31.50 | $20K |
| 2026-02-17 | 9,184 | $31.05 | $285K |
| 2026-02-04 | 970 | $37.20 | $36K |
Insider trades
SEC Form 4, newest first. JSONInsiders at HRB reported 1 open-market sell worth $110K in the last 90 days and no open-market buys. Latest filing: Darling Mark J. (Chief Retail Officer) on 2026-09-30.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Darling Mark J. | Chief Retail Officer | Sell | 3K | $40.69 | $110K | 22K |
| 2026-08-31 | Manuel Scott | Chief Strategy & Operations Of | Tax withholding | 4K | $51.65 | $193K | 31K |
| 2026-08-31 | Manuel Scott | Chief Strategy & Operations Of | Grant | 11K | $0.00 | $0 | 35K |
| 2026-08-31 | Mason Tiffany L | Chief Financial Officer | Tax withholding | 4K | $51.65 | $181K | 33K |
| 2026-08-31 | Mason Tiffany L | Chief Financial Officer | Grant | 14K | $0.00 | $0 | 36K |
| 2026-08-31 | Redler Dara S | Chief Legal & Admin. Officer | Tax withholding | 12K | $51.65 | $631K | 58K |
| 2026-08-31 | Redler Dara S | Chief Legal & Admin. Officer | Grant | 10K | $0.00 | $0 | 70K |
| 2026-08-31 | Wasleski April M. | VP & Chief Acct Officer | Tax withholding | 413 | $51.65 | $21K | 6K |
| 2026-08-31 | Wasleski April M. | VP & Chief Acct Officer | Grant | 1K | $0.00 | $0 | 7K |
| 2026-08-31 | Darling Mark J. | Chief Retail Officer | Tax withholding | 4K | $51.65 | $213K | 24K |
| 2026-08-31 | Darling Mark J. | Chief Retail Officer | Grant | 6K | $0.00 | $0 | 28K |
| 2026-08-31 | Campbell Curtis A | President & CEO | Tax withholding | 3K | $51.65 | $146K | 89K |
| 2026-08-31 | Campbell Curtis A | President & CEO | Grant | 49K | $0.00 | $0 | 92K |
| 2026-08-12 | Redler Dara S | Chief Legal & Admin. Officer | Grant | 17K | $0.00 | $0 | 61K |
| 2026-08-12 | Darling Mark J. | Chief Retail Officer | Grant | 4K | $0.00 | $0 | 22K |
| 2026-07-08 | Campbell Curtis A | President & CEO | Tax withholding | 11 | $39.83 | $438 | 43K |
| 2026-06-03 | Campbell Curtis A | President & CEO | Tax withholding | 1K | $37.96 | $39K | 43K |
| 2026-01-22 | Plaines Stephanie | Director | Grant | 4K | $0.00 | $0 | 4K |
| 2026-01-22 | Charnaux Christian H. | Director | Grant | 4K | $0.00 | $0 | 4K |
| 2026-01-22 | Breig Geralyn | Director | Grant | 4K | $0.00 | $0 | 4K |
| 2026-01-05 | Darling Mark J. | Chief Retail Officer | Grant | 1K | $0.00 | $0 | 18K |
| 2026-01-05 | Campbell Curtis A | President & CEO | Grant | 17K | $0.00 | $0 | 43K |
| 2025-11-19 | Jones Jeffrey J II | President & CEO | Sell | 129K | $44.54 | $5.7M | 861K |
| 2025-11-19 | Jones Jeffrey J II | President & CEO | Gift | 45K | $0.00 | $0 | 990K |
| 2025-11-19 | Jones Jeffrey J II | President & CEO | Exercise or conversion | 129K | $29.73 | $3.8M | 1.0M |
| 2025-11-12 | Jones Jeffrey J II | President & CEO | Sell | 176K | $46.46 | $8.2M | 906K |
| 2025-11-12 | Jones Jeffrey J II | President & CEO | Exercise or conversion | 145K | $29.73 | $4.3M | 1.1M |
| 2025-11-05 | Johnson Richard A | Director | Grant | 10K | $0.00 | $0 | 91K |
| 2025-11-05 | Mends Mia | Director | Grant | 4K | $0.00 | $0 | 28K |
| 2025-11-05 | REICH VICTORIA | Director | Grant | 4K | $0.00 | $0 | 116K |
| 2025-11-05 | Winter Matthew E | Director | Grant | 4K | $0.00 | $0 | 59K |
| 2025-11-05 | Gupta Anuradha | Director | Grant | 4K | $0.00 | $0 | 43K |
| 2025-11-05 | Gerard Robert A | Director | Grant | 4K | $0.00 | $0 | 316K |
| 2025-11-05 | Cohan Sean | Director | Grant | 4K | $0.00 | $0 | 28K |
| 2025-11-01 | Wasleski April M. | VP & Chief Acct Officer | Grant | 3K | $0.00 | $0 | 5K |
| 2025-08-31 | Logerwell Kellie J | VP & Chief Acct Officer | Tax withholding | 3K | $50.35 | $148K | 22K |
| 2025-08-31 | Logerwell Kellie J | VP & Chief Acct Officer | Grant | 2K | $0.00 | $0 | 25K |
| 2025-08-31 | Redler Dara S | Chief Legal & Admin. Officer | Tax withholding | 11K | $50.35 | $531K | 42K |
| 2025-08-31 | Redler Dara S | Chief Legal & Admin. Officer | Grant | 3K | $0.00 | $0 | 52K |
| 2025-08-31 | Redler Dara S | Chief Legal & Admin. Officer | Grant | 9K | $0.00 | $0 | 49K |
| 2025-08-31 | Manuel Scott | Chief Strategy & Operations Of | Tax withholding | 1K | $50.35 | $66K | 23K |
| 2025-08-31 | Manuel Scott | Chief Strategy & Operations Of | Grant | 5K | $0.00 | $0 | 25K |
| 2025-08-31 | Manuel Scott | Chief Strategy & Operations Of | Grant | 10K | $0.00 | $0 | 19K |
| 2025-08-31 | Mason Tiffany L | Executive VP, Finance | Tax withholding | 1K | $50.35 | $54K | 22K |
| 2025-08-31 | Mason Tiffany L | Executive VP, Finance | Grant | 5K | $0.00 | $0 | 23K |
| 2025-08-31 | Mason Tiffany L | Executive VP, Finance | Grant | 10K | $0.00 | $0 | 18K |
| 2025-08-31 | Jones Jeffrey J II | President & CEO | Tax withholding | 70K | $50.35 | $3.5M | 935K |
| 2025-08-31 | Jones Jeffrey J II | President & CEO | Grant | 58K | $0.00 | $0 | 1.0M |
| 2025-08-31 | Campbell Curtis A | Pres, GCT & Chief Product Off | Tax withholding | 1K | $50.35 | $56K | 25K |
| 2025-08-31 | Campbell Curtis A | Pres, GCT & Chief Product Off | Grant | 12K | $0.00 | $0 | 27K |
| 2025-08-13 | Redler Dara S | Chief Legal Officer | Grant | 16K | $0.00 | $0 | 40K |
| 2025-08-13 | Logerwell Kellie J | VP & Chief Acct Officer | Grant | 4K | $0.00 | $0 | 23K |
| 2025-08-13 | Jones Jeffrey J II | President & CEO | Grant | 101K | $0.00 | $0 | 948K |
| 2025-06-03 | Campbell Curtis A | Pres, GCT & Chief Product Off | Tax withholding | 931 | $58.91 | $55K | 15K |
| 2025-04-16 | Jones Jeffrey J II | President & CEO | Sell | 54K | $63.28 | $3.4M | 845K |
| 2025-01-31 | Redler Dara S | Chief Legal Officer | Tax withholding | 3K | $55.31 | $191K | 23K |
| 2024-11-06 | Cohan Sean | Director | Grant | 3K | $0.00 | $0 | 24K |
| 2024-11-06 | Gerard Robert A | Director | Grant | 6K | $0.00 | $0 | 304K |
| 2024-11-06 | Gupta Anuradha | Director | Grant | 3K | $0.00 | $0 | 38K |
| 2024-11-06 | Mends Mia | Director | Grant | 3K | $0.00 | $0 | 24K |
| 2024-11-06 | REICH VICTORIA | Director | Grant | 3K | $0.00 | $0 | 109K |
| 2024-11-06 | Winter Matthew E | Director | Grant | 3K | $0.00 | $0 | 54K |
| 2024-11-06 | Johnson Richard A | Director | Grant | 3K | $0.00 | $0 | 79K |
| 2024-09-16 | Logerwell Kellie J | VP & Chief Acct Officer | Sell | 8K | $64.41 | $515K | 18K |
| 2024-09-03 | Jones Jeffrey J II | President & CEO | Sell | 10K | $63.07 | $613K | 893K |
| 2024-08-31 | Logerwell Kellie J | VP & Chief Acct Officer | Tax withholding | 8K | $63.31 | $519K | 26K |
| 2024-08-31 | Logerwell Kellie J | VP & Chief Acct Officer | Grant | 2K | $0.00 | $0 | 35K |
| 2024-08-31 | Redler Dara S | Chief Legal Officer | Grant | 7K | $0.00 | $0 | 29K |
| 2024-08-31 | Redler Dara S | Chief Legal Officer | Tax withholding | 3K | $63.31 | $163K | 26K |
| 2024-08-31 | Jones Jeffrey J II | President & CEO | Grant | 46K | $0.00 | $0 | 1.1M |
| 2024-08-31 | Jones Jeffrey J II | President & CEO | Tax withholding | 175K | $63.31 | $11.1M | 903K |
| 2024-08-31 | Manuel Scott | Chief Strategy & Operations Of | Grant | 7K | $0.00 | $0 | 7K |
| 2024-08-31 | Manuel Scott | Chief Strategy & Operations Of | Grant | 2K | $0.00 | $0 | 9K |
| 2024-08-31 | Bowen Tony G | Chief Financial Officer | Tax withholding | 50K | $63.31 | $3.2M | 89K |
| 2024-08-31 | Mason Tiffany L | Executive VP, Finance | Grant | 7K | $0.00 | $0 | 7K |
| 2024-08-31 | Campbell Curtis A | Pres, GCT & Chief Product Off | Grant | 8K | $0.00 | $0 | 15K |
| 2024-08-19 | Bowen Tony G | Chief Financial Officer | Sell | 79K | $65.17 | $5.2M | 90K |
| 2024-08-19 | Logerwell Kellie J | VP & Chief Acct Officer | Sell | 10K | $65.00 | $640K | 25K |
| 2024-08-19 | Redler Dara S | Chief Legal Officer | Sell | 9K | $64.10 | $583K | 22K |
| 2024-08-14 | Bowen Tony G | Chief Financial Officer | Grant | 43K | $0.00 | $0 | 169K |
| 2024-08-14 | Jones Jeffrey J II | President & CEO | Grant | 148K | $0.00 | $0 | 862K |
| 2024-08-14 | Logerwell Kellie J | VP & Chief Acct Officer | Grant | 7K | $0.00 | $0 | 35K |
| 2024-08-14 | Jones Jeffrey J II | President & CEO | Grant | 318K | $0.00 | $0 | 1.0M |
| 2024-08-14 | Logerwell Kellie J | VP & Chief Acct Officer | Grant | 15K | $0.00 | $0 | 43K |
| 2024-08-14 | Bowen Tony G | Chief Financial Officer | Grant | 93K | $0.00 | $0 | 219K |
| 2024-07-01 | Jones Jeffrey J II | President & CEO | Sell | 45K | $54.55 | $2.5M | 712K |
| 2024-06-03 | Campbell Curtis A | Pres, GCT & Chief Product Off | Grant | 7K | $0.00 | $0 | 7K |
| 2024-02-23 | Jones Jeffrey J II | President & CEO | Sell | 86K | $49.21 | $4.2M | 755K |
| 2024-02-15 | Jones Jeffrey J II | President & CEO | Sell | 15K | $48.02 | $717K | 841K |
| 2024-02-01 | Redler Dara S | Chief Legal Officer | Tax withholding | 3K | $46.38 | $151K | 31K |
| 2023-11-27 | Bowen Tony G | Chief Financial Officer | Sell | 47K | $47.10 | $2.2M | 126K |
| 2023-11-03 | Cohan Sean | Director | Grant | 5K | $0.00 | $0 | 20K |
| 2023-11-03 | Gerard Robert A | Director | Grant | 9K | $0.00 | $0 | 290K |
| 2023-11-03 | Gupta Anuradha | Director | Grant | 5K | $0.00 | $0 | 34K |
| 2023-11-03 | Piazza Yolande G | Director | Grant | 5K | $0.00 | $0 | 28K |
| 2023-11-03 | REICH VICTORIA | Director | Grant | 5K | $0.00 | $0 | 104K |
| 2023-11-03 | Winter Matthew E | Director | Grant | 5K | $0.00 | $0 | 49K |
| 2023-11-03 | Johnson Richard A | Director | Grant | 5K | $0.00 | $0 | 74K |
| 2023-11-03 | Mends Mia | Director | Grant | 5K | $0.00 | $0 | 20K |
| 2023-09-11 | Logerwell Kellie J | VP & Chief Acct Officer | Sell | 8K | $39.61 | $317K | 28K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON3 Form 144 notices on file for HRB worth $14.0M at the prices reported; 1 in the last 90 days worth $110K. Latest: Darling Mark J. filed on 2026-09-30 to sell 2,700 shares ($110K) from 2026-09-30.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-09-30 | Darling Mark J.Officer | 3K | $110K | 0.002% | 2026-09-30 | Fidelity Brokerage Services LLC |
| 2025-11-19 | Jones Jeffrey J IIOfficer, Director | 129K | $5.7M | 0.102% | 2025-11-19 | Fidelity Brokerage Services LLC |
| 2025-11-12 | Jones Jeffrey J IIOfficer, Director | 176K | $8.2M | 0.140% | 2025-11-12 | Fidelity Brokerage Services LLC |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON5 holders report 5% or more of HRB in their latest filing, all on Schedule 13G (passive). The largest reported stake is FMR LLC at 11.5% of the class (14,567,341 shares), filed 2026-02-05 for an event on 2025-12-31.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-08-12 | 13G | AQR Capital Management, LLCinvestment adviser | 9.6M | 7.6% | 2026-06-30 |
| 2026-08-12 | 13G | AQR Capital Management Holdings, LLCparent holding company | 9.6M | 7.6% | 2026-06-30 |
| 2026-07-31 | 13G/Ano. 1 | Vanguard Portfolio Managementinvestment adviser | 6.3M | 5.0% | 2026-06-30 |
| 2026-04-30 | 13G | Vanguard Capital Managementinvestment adviser | 6.6M | 5.2% | 2026-03-31 |
| 2026-03-27 | 13G/Ano. 16 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
| 2026-02-05 | 13G/Ano. 5 | FMR LLCparent holding company | 14.6M | 11.5% | 2025-12-31 |
| 2026-02-05 | 13G/Ano. 5 | Abigail P. Johnsonindividual | 14.6M | 11.5% | 2025-12-31 |
13F holders
Tracked managers holding HRB at their latest 13F. JSON6 of the 30 tracked managers held HRB at their latest 13F, $427.7M in total at quarter-end prices. AQR Capital Management is the largest at $366.2M (0.1% of its portfolio) as of 2026-06-30. Over the prior quarter 2 added shares and 4 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| AQR Capital Management | 2026-06-30 | 9.6M | $366.2M | 0.13% | +6.4M |
| D. E. Shaw & Co. | 2026-06-30 | 708K | $27.0M | 0.01% | -421K |
| Citadel Advisors | 2026-06-30 | 534K | $20.3M | 0.00% | -2.6M |
| Two Sigma Investments | 2026-06-30 | 301K | $11.5M | 0.01% | +250K |
| Millennium Management | 2026-06-30 | 63K | $2.4M | 0.00% | -280K |
| Bridgewater Associates | 2026-06-30 | 9K | $334K | 0.00% | -38K |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q4 FY 2026 (quarter ended 2026-06-30) H&R Block reported revenue of $1.14B, up 3.0% from the same quarter a year earlier, and net income of $293.7M. In FY 2026 it generated $838.7M of operating cash flow and spent $211.0M on dividends. As of 2026-06-30, cash was $958.7M against $1.49B of debt.
- Cash
- $958.7M
- Debt
- $1.49B
- Equity
- $117.5M
- Total assets
- $3.26B
- Shares outstanding
- 123,265,922
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q4 FY 2026derived | 2026-06-30 | $1.14B | $293.7M | 25.7% | n/a |
| Q3 FY 2026 | 2026-03-31 | $2.40B | $847.9M | 35.4% | 6.60 |
| Q2 FY 2026 | 2025-12-31 | $198.9M | -$242.2M | -121.8% | -1.92 |
| Q1 FY 2026 | 2025-09-30 | $203.6M | -$165.8M | -81.5% | -1.26 |
| Q4 FY 2025derived | 2025-06-30 | $1.11B | $299.4M | 27.0% | n/a |
| Q3 FY 2025 | 2025-03-31 | $2.28B | $722.3M | 31.7% | 5.31 |
| Q2 FY 2025 | 2024-12-31 | $179.1M | -$243.4M | -135.9% | -1.80 |
| Q1 FY 2025 | 2024-09-30 | $193.8M | -$172.6M | -89.0% | -1.24 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2026 | 2026-06-30 | $3.95B | $733.6M | $838.7M | $82.6M | n/a | $211.0M |
| FY 2025 | 2025-06-30 | $3.76B | $605.8M | $680.9M | $82.0M | n/a | $197.3M |
| FY 2024 | 2024-06-30 | $3.61B | $595.3M | $720.9M | $63.7M | n/a | $179.8M |
| FY 2023 | 2023-06-30 | $3.47B | $553.7M | $821.8M | $69.7M | n/a | $177.9M |
| FY 2022 | 2022-06-30 | $3.46B | $553.7M | $808.5M | $62.0M | n/a | $186.5M |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-07-31 from the cover page.
What this page is
H&R Block in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows H&R Block (HRB), SEC CIK 12659, listed on NYSE, classified by the SEC as services-personal services. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-23.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-03.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-09-30.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-08-12.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-08-11.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-30.JSON and CSV
- Company record
- EDGAR filing index for CIK 12659Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as services-personal services
Other company pages
Datasets
Frequently Asked Questions
How much of HRB is sold short?
18,579,685 shares were held short at the 2026-09-30 settlement, 8.0 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is HRB's daily short volume?
On 2026-10-23, 328,382 of the 460,338 HRB shares reported to FINRA were sold short, 71.3% of the day's reported volume. Short volume is a flow for one day, not a position.
Does HRB have fails to deliver?
The SEC's latest file shows 4,302 HRB shares failed to deliver at settlement 2026-09-03. Fails are reported per settlement date and published twice a month with a lag.
Are HRB insiders buying or selling?
Insiders at HRB reported 1 open-market sell worth $110K in the last 90 days and no open-market buys. Latest filing: Darling Mark J. (Chief Retail Officer) on 2026-09-30.
Have HRB insiders filed to sell?
3 Form 144 notices on file for HRB worth $14.0M at the prices reported; 1 in the last 90 days worth $110K. Latest: Darling Mark J. filed on 2026-09-30 to sell 2,700 shares ($110K) from 2026-09-30.
Who owns 5% or more of HRB?
5 holders report 5% or more of HRB in their latest filing, all on Schedule 13G (passive). The largest reported stake is FMR LLC at 11.5% of the class (14,567,341 shares), filed 2026-02-05 for an event on 2025-12-31.
What did HRB report last quarter?
In Q4 FY 2026 (quarter ended 2026-06-30) H&R Block reported revenue of $1.14B, up 3.0% from the same quarter a year earlier, and net income of $293.7M. In FY 2026 it generated $838.7M of operating cash flow and spent $211.0M on dividends. As of 2026-06-30, cash was $958.7M against $1.49B of debt.
Which tracked 13F managers own HRB?
6 of the 30 tracked 13F managers held HRB shares at their latest filing, $427.7M in all. The largest: Cliff Asness's AQR Capital Management (9.6M shares, $366.2M), D. E. Shaw & Co. (708K shares, $27.0M), Ken Griffin's Citadel Advisors (534K shares, $20.3M), Two Sigma Investments (301K shares, $11.5M), Izzy Englander's Millennium Management (63K shares, $2.4M), Ray Dalio's Bridgewater Associates (9K shares, $334K).
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.