FMR LLC and Abigail P. Johnson filed an amended beneficial ownership statement with the SEC on November 4, 2026, disclosing a combined 9.1% interest in H&R Block Inc. common stock as of September 30, 2026.

Key Highlights

  • Aggregate beneficial ownership: FMR LLC reported 11,205,741.66 shares of H&R Block common stock beneficially owned, representing 9.1% of the class.
  • Sole voting power: FMR LLC holds sole voting power over 7,472,970.81 shares, with no shared voting power reported.
  • Sole dispositive power: FMR LLC and Abigail P. Johnson each report sole dispositive power over all 11,205,741.66 shares, with no shared dispositive power.
  • Triggering event date: The filing was triggered by an event dated September 30, 2026, and signed on November 4, 2026.
  • Amendment number: This is Amendment No. 6 to the original statement covering H&R Block common stock (CUSIP 093671105).
  • Third-party interests noted: According to the filing, one or more other persons hold the right to receive dividends or sale proceeds from the common stock, though no single other person's interest exceeds 5% of total outstanding shares.

FMR LLC and Abigail P. Johnson Disclose Ownership in H&R Block

FMR LLC, a Delaware-organized parent holding company headquartered at 245 Summer Street, Boston, Massachusetts, submitted this amended beneficial ownership statement covering shares of H&R Block Inc. (NYSE:HRB), the Kansas City, Missouri-based tax preparation and financial services company whose principal offices are located at One H R Block Way. The filing identifies FMR LLC as a parent holding company or control person under applicable SEC rules, with beneficial ownership held through one or more subsidiaries identified in the attached Exhibit 99.

According to the filing, FMR LLC beneficially owns 11,205,741.66 shares, equal to 9.1% of the outstanding common stock of H&R Block. Of that total, FMR LLC retains sole voting authority over 7,472,970.81 shares. Abigail P. Johnson, filing as an individual reporting person with United States citizenship, is separately listed as holding sole dispositive power over the same 11,205,741.66 shares, also representing 9.1% of the class, though she reports zero sole or shared voting power of her own.

The filing was signed by Stephanie J. Brown, acting under powers of attorney granted on behalf of both FMR LLC and Abigail P. Johnson, effective January 3, 2023 and January 26, 2023, respectively. The statement certifies 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." This is the sixth amendment to the original filing covering H&R Block common stock under CUSIP number 093671105.

What Was Disclosed

FMR LLC and Abigail P. Johnson disclosed aggregate beneficial ownership of 11,205,741.66 shares, or 9.1%, of H&R Block Inc. common stock as of September 30, 2026, through an amended ownership statement filed November 4, 2026.