H&R Block Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

LSE:0HOB Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
19 Nov 25	SellUS$2,004,498	Jeffrey Jones	Individual		45,000	US$44.54
12 Nov 25	SellUS$1,457,141	Jeffrey Jones	Individual		31,362	US$46.46

Insider Trading Volume

Insider Buying: 0HOB insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0HOB?
Owner Type	Number of Shares	Ownership Percentage
State or Government	253,053	0.2%
Individual Insiders	986,178	0.78%
General Public	6,766,945	5.35%
Institutions	118,419,129	93.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 70.43% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.9%	BlackRock, Inc.	16,268,038	US$715.0m	0.87%	0.01%
10.8%	The Vanguard Group, Inc.	13,659,775	US$600.3m	-1.32%	0.01%
7.64%	FMR LLC	9,656,519	US$424.4m	15%	0.02%
3.74%	Strategic Advisers LLC	4,726,492	US$207.7m	-13.3%	0.06%
3.29%	State Street Global Advisors, Inc.	4,160,625	US$182.9m	-1.43%	0.01%
3.24%	Fuller & Thaler Asset Management, Inc.	4,093,908	US$179.9m	-7.64%	0.6%
3.07%	Boston Partners Global Investors, Inc.	3,886,544	US$170.8m	20%	0.1%
2.54%	Lazard Asset Management LLC	3,213,177	US$141.2m	0.84%	0.12%
2.34%	Geode Capital Management, LLC	2,963,343	US$130.2m	3.99%	0.01%
2.18%	Northern Trust Global Investments	2,750,413	US$120.9m	10.9%	0.01%
2.04%	AQR Capital Management, LLC	2,582,441	US$113.5m	60.2%	0.07%
1.83%	Dimensional Fund Advisors LP	2,316,404	US$101.8m	2.48%	0.01%
1.82%	Wellington Management Group LLP	2,304,245	US$101.3m	2.3%	0.02%
1.57%	Arrowstreet Capital, Limited Partnership	1,990,367	US$87.5m	24.5%	0.05%
1.41%	Norges Bank Investment Management	1,782,215	US$78.3m	0%	0.01%
1.29%	Charles Schwab Investment Management, Inc.	1,635,448	US$71.9m	-0.03%	0.01%
1.21%	UBS Asset Management AG	1,533,496	US$67.4m	65.1%	0.01%
1.17%	LSV Asset Management	1,478,551	US$65.0m	-8.12%	0.12%
1.11%	BNY Asset Management	1,407,816	US$61.9m	-12.5%	0.01%
1.1%	Citadel Advisors LLC	1,396,179	US$61.4m	-23.9%	0.05%
0.95%	Marshall Wace LLP	1,198,558	US$52.7m	9.8%	0.06%
0.84%	T. Rowe Price Group, Inc.	1,066,857	US$46.9m	8.14%	no data
0.82%	Qube Research & Technologies Ltd	1,039,119	US$45.7m	-40.7%	0.07%
0.79%	Eaton Vance Management	994,650	US$43.7m	18.3%	0.01%
0.74%	First Trust Advisors LP	935,546	US$41.1m	26.2%	0.03%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/12/18 03:03
End of Day Share Price	2025/12/18 00:00
Earnings	2025/09/30
Annual Earnings	2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

H&R Block, Inc. is covered by 17 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Alexander Paris	Barrington Research Associates, Inc.
Jeffrey Silber	BMO Capital Markets Equity Research
Mark Palmer	BTIG