HRB — H&R BLOCK INCToday's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
8
all time
Members · 12m
0
0 buys · 0 sells · by trade date
Latest filing
10-10
2025-10-10
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
3
13F holders
430
all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 8Institutional 430

Congress · disclosure timeline

By trade date · 24 months · 2 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.

Members active in HRB

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).

No member disclosed HRB in the trailing 12 months.

Congressional disclosures

Newest filed firstAll 8 rows ↗
Latest congressional filings mentioning HRB
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4SELL SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4BUY SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
2020-05-13Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 04-29 +14d$1K–$15K
2020-05-07Dean Phillips D–MN-3SELLTraded 04-02 +35d$1K–$15K
2020-04-16Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-18 +29d$1K–$15K
2020-03-12Dean Phillips D–MN-3BUYTraded 02-28 +13d$1K–$15K
2018-08-13Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 2017-02-21 LATE·538d$1K–$15K
2018-08-13Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 2017-01-03 LATE·587d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of HRB for quarter 2026-03-31, 1–25 of 430 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$493M1
derived ·§ EDGAR ↗
2FMR LLC$485M1
derived ·§ EDGAR ↗
3VANGUARD PORTFOLIO MANAGEMENT LLC$231M1
derived ·§ EDGAR ↗
4VANGUARD CAPITAL MANAGEMENT LLC$179M1
derived ·§ EDGAR ↗
5FULLER & THALER ASSET MANAGEMENT, INC.$136M1
derived ·§ EDGAR ↗
6STATE STREET CORP$128M1
derived ·§ EDGAR ↗
7LAZARD ASSET MANAGEMENT LLC$119M1
derived ·§ EDGAR ↗
8CITADEL ADVISORS LLC$101M1
derived ·§ EDGAR ↗
9AQR CAPITAL MANAGEMENT LLC$99.9M1
derived ·§ EDGAR ↗
10NORTHERN TRUST CORP$95.7M1
derived ·§ EDGAR ↗
11DIMENSIONAL FUND ADVISORS LP$73.2M1
derived ·§ EDGAR ↗
12MORGAN STANLEY$63.1M1
derived ·§ EDGAR ↗
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.5M1
derived ·§ EDGAR ↗
14Himalaya Capital Management LLC$51.6M1
derived ·§ EDGAR ↗
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$50.6M1
derived ·§ EDGAR ↗
16Invesco Ltd.$46.1M1
derived ·§ EDGAR ↗
17Ranmore Fund Management Ltd$44.4M1
derived ·§ EDGAR ↗
18FIRST TRUST ADVISORS LP$42.2M1
derived ·§ EDGAR ↗
19D. E. Shaw & Co., Inc.$35.8M1
derived ·§ EDGAR ↗
20Lodge Hill Capital, LLC$33.3M1
derived ·§ EDGAR ↗
21BANK OF AMERICA CORP /DE/$32.0M1
derived ·§ EDGAR ↗
22UBS Group AG$29.7M1
derived ·§ EDGAR ↗
23JUPITER ASSET MANAGEMENT LTD$28.3M1
derived ·§ EDGAR ↗
24Qube Research & Technologies Ltd$27.1M1
derived ·§ EDGAR ↗
25Squarepoint Ops LLC$25.7M1
derived ·§ EDGAR ↗
Show all 430 holders
Truncated by Public Filings. All 347 13F filers reporting this share class are listed. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · HRB

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
2 Himalaya Capital, Caxton Associates $53.8M held
Trimming
1 Bridgewater Associates $1.5M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · BLOCK H & R INC

Merged timeline of congressional filings and notable-manager moves on HRB
DateWhoChangeSize
2026-05-15Himalaya Capital 13FNEW+1,626,906 sh
2026-05-15Bridgewater Associates 13FTRIM−409,126 sh
2026-05-14Caxton Associates 13FNEW+66,622 sh

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.