AQR Capital Management, LLC and AQR Capital Management Holdings, LLC filed an amended Schedule 13G on November 13, 2026, disclosing a combined beneficial ownership position in H&R Block Inc as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: AQR Capital Management, LLC and AQR Capital Management Holdings, LLC each report 7,470,602 shares of H&R Block common stock beneficially owned.
  • Percent of class: The 7,470,602 shares represent 6.10% of H&R Block's outstanding common stock, according to the filing.
  • Shared voting power: Both entities report shared voting power over 7,465,481 shares, with zero sole voting power.
  • Shared dispositive power: Both entities report shared dispositive power over 7,470,602 shares, with zero sole dispositive power.
  • Event date: The date of the event requiring this filing is September 30, 2026.
  • Relationship between filers: According to the filing, AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.

AQR's Amendment 1 Filing Details H&R Block Common Stock Position

AQR Capital Management, LLC and its parent, AQR Capital Management Holdings, LLC, jointly filed Amendment No. 1 to Schedule 13G with the SEC on November 13, 2026, covering common stock (without par value) of H&R Block Inc (NYSE:HRB), CUSIP 093671105. The triggering event date for this amended statement is listed as September 30, 2026, according to the filing.

The filing discloses that both AQR Capital Management, LLC (classified as an investment adviser) and AQR Capital Management Holdings, LLC (classified as a holding company) each report aggregate beneficial ownership of 7,470,602 shares, equal to 6.10% of the class. Neither entity holds sole voting or sole dispositive power over any shares. Shared voting power is reported at 7,465,481 shares for both filers, while shared dispositive power covers the full 7,470,602 shares for each.

Both entities are organized in the United States and maintain their principal business office at One Greenwich Plaza, Suite 130, Greenwich, Connecticut 06830. The filing was signed by Henry Parkin as Authorized Signatory for both AQR Capital Management, LLC and AQR Capital Management Holdings, LLC on November 13, 2026. The filers certify, as stated in the document, that the securities "were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer."

What Was Disclosed

AQR Capital Management, LLC and AQR Capital Management Holdings, LLC disclosed a combined beneficial ownership of 7,470,602 shares, or 6.10%, of H&R Block Inc common stock as of September 30, 2026, via an amended Schedule 13G filed November 13, 2026.