H&R Block Inc (HRB)
- Sector
- Diversified Consumer Services
- Last price
- $47.80
- As of
Kresmion compiles this page from HRB's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
H&R BLOCK INC (HRB): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-14.
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Preview the HRB dossierActive events for HRB
- mediumEarnings above estimates
Q4-2026: Beat consensus by 6.5%, EPS $2.38 vs $2.2341 estimate
- mediumEarnings above estimates
Q2-2026: Beat consensus by 6.5%, EPS $2.38 vs $2.2341 estimate
- high13F: funds reduced
5 tracked funds reduced HRB this 2026Q2, institutional consensus
- high13F: large increase
CITADEL ADVISORS LLC added +1066% to HRB (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +234% to HRB (2026Q2)
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Every event on HRB, as it fires
You are seeing 5 of 16 events recorded on HRB since 2026-06-04.
The five above landed across 4 days. The other 11 were recorded on 2 other days. 9 of the 16 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in HRB (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 093671105 · 2026Q2 | $27M | 0.01% | , |
| CITADEL ADVISORS LLCCUSIP 093671105 · 2026Q2 | $20.3M | 0.00% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 093671105 · 2026Q2 | $11.5M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 093671105 · 2026Q2 | $2.4M | 0.00% | , |
| Bridgewater Associates, LPCUSIP 093671105 · 2026Q2 | $334K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, HRB
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
HRB against its peers
HRB's net margin of 18.6% ranks in the 87th percentile of 18 Diversified Consumer Services sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-06-30.
| Metric | HRB | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 3.9B USD | 1.6B USD | 85 | 16 |
| Gross margin | 44.3% | 55.4% | 25 | 13 |
| Operating margin | n/a | 10.7% | n/a | 17 |
| Net margin | 18.6% | 9.7% | 87 | 18 |
| Return on equity | 624.4% | 12.0% | 97 | 18 |
| P / E | 8.4x | 17.8x | 5 | 10 |
Peers (18): FTDR, TAL, DUOL, ADT, GHC, CVSA, LOPE, BFAM, LRN, PSO, STRA, COUR, LINC, UDMY.D, GOTU, CSV, KLC, CHGG. Left out: EWCZ.D (no annual filing), SDA (period gap). Fiscal periods ending between 2025-12-31 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (HRB: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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