H&R Block INC Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
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AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have reported a combined beneficial ownership of 7.59% in H&R Block Inc.
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SCHEDULE: Vanguard Discloses H&R Block Stake
Vanguard Portfolio Management has reported a beneficial ownership of 4.97% in H&R Block Inc. common stock as of June 30, 2026.
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Vanguard Capital Management has reported beneficial ownership of 6,625,101 shares, representing 5.22% of H&R Block's common stock, as of March 31, 2026.
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Vanguard Portfolio Management has reported beneficial ownership of 7,331,183 shares, representing 5.78% of H&R Block's common stock as of March 31, 2026.
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The Vanguard Group reports 0% beneficial ownership in H&R Block Inc. following an internal realignment.
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SCHEDULE: FMR LLC Boosts H&R Block Stake to 11.5%
FMR LLC and Abigail P. Johnson report a combined beneficial ownership of 11.5% of H&R Block Inc.'s common stock as of December 31, 2025.
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SCHEDULE 13G/A: FMR LLC and Abigail Johnson Disclose 10.5% Stake in H&R Block
FMR LLC and its Chairman and CEO, Abigail P. Johnson, have filed an amended Schedule 13G, disclosing beneficial ownership of 10.5% of H&R Block Inc.'s common stock as of December 31, 2024.