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HRB Insider Trading

Insider Ownership Percentage: 1.20%
Insider Buying (Last 12 Months): $295,400.00
Insider Selling (Last 12 Months): $10,218,961.61

H&R Block Insider Trading History Chart

This chart shows the insider buying and selling history at H&R Block by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

H&R Block Share Price & Price History

Current Price: $53.04
Price Change: ▲ Price Increase of +0.34 (0.65%)
As of 05/14/2024 01:00 AM ET

This chart shows the closing price history over time for HRB up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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H&R Block Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/23/2024Jeffrey J. Jones, IICEOSell85,921$49.21$4,228,172.41755,359View SEC Filing Icon  
11/27/2023Tony G. BowenCFOSell46,892$47.10$2,208,613.20125,591View SEC Filing Icon  
9/11/2023Kellie J. LogerwellVPSell8,000$39.61$316,880.0027,721View SEC Filing Icon  
8/16/2023Jeffrey J. Jones, IICEOSell91,192$38.00$3,465,296.00812,150View SEC Filing Icon  
5/19/2023Richard A. JohnsonDirectorBuy10,000$29.54$295,400.0068,729View SEC Filing Icon  
5/11/2023Robert A. GerardDirectorBuy500$32.13$16,065.00276,406View SEC Filing Icon  
12/13/2022Jeffrey J. Jones, IICEOSell18,009$42.11$758,358.99657,977View SEC Filing Icon  
11/3/2022Robert A. GerardDirectorBuy500$37.89$18,945.00262,227View SEC Filing Icon  
9/7/2022Karen A OroscoInsiderSell50,000$45.00$2,250,000.0089,733View SEC Filing Icon  
8/18/2022Kellie J. LogerwellVPSell6,500$48.77$317,005.0018,791View SEC Filing Icon  
8/18/2022Tony G. BowenCFOSell64,741$48.35$3,130,227.3579,794View SEC Filing Icon  
8/16/2022Christianna WoodDirectorSell12,580$46.96$590,756.80121,802View SEC Filing Icon  
11/4/2021Robert A. GerardDirectorBuy5,000$25.14$125,700.00View SEC Filing Icon  
8/30/2021Thomas A. GerkeInsiderSell15,000$25.75$386,250.00View SEC Filing Icon  
8/27/2021Thomas A. GerkeInsiderSell20,000$25.61$512,200.00102,970View SEC Filing Icon  
8/25/2021Thomas A. GerkeInsiderSell23,662$25.55$604,564.10View SEC Filing Icon  
8/19/2021Thomas A. GerkeInsiderSell560$25.73$14,408.80134,094View SEC Filing Icon  
8/17/2021Thomas A. GerkeInsiderSell32,881$25.70$845,041.70View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for H&R Block (NYSE:HRB)

90.14% of H&R Block stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HRB by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

H&R Block Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Huber Capital Management LLC23,318$1.15M0.3%+14.8%0.017%Search for SEC Filing on Google Icon
5/14/2024Rodgers Brothers Inc.154,600$7.59M1.0%-2.0%0.111%Search for SEC Filing on Google Icon
5/14/2024Delap Wealth Advisory LLC6,398$0.31M0.1%N/A0.005%Search for SEC Filing on Google Icon
5/14/2024Shell Asset Management Co.6,863$0.34M0.0%-3.6%0.005%Search for SEC Filing on Google Icon
5/14/2024Burns Matteson Capital Management LLC8,395$0.41M0.2%-44.9%0.006%Search for SEC Filing on Google Icon
5/14/2024Boulder Hill Capital Management LP25,000$1.23M0.5%N/A0.018%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co159,847$7.85M0.0%+5.4%0.115%Search for SEC Filing on Google Icon
5/14/2024Round Hill Asset Management63,299$3.11M1.9%-1.1%0.045%Search for SEC Filing on Google Icon
5/14/2024American International Group Inc.185,503$9.11M0.0%-5.0%0.133%Search for SEC Filing on Google Icon
5/13/2024Seven Eight Capital LP37,170$1.83M0.2%+438.9%0.027%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC97,522$4.79M0.1%+0.2%0.070%Search for SEC Filing on Google Icon
5/13/2024Ameritas Investment Partners Inc.30,767$1.51M0.1%-3.2%0.022%Search for SEC Filing on Google Icon
5/11/2024Covestor Ltd1,771$87K0.1%-10.6%0.001%Search for SEC Filing on Google Icon
5/11/2024Edgestream Partners L.P.64,129$3.15M0.2%N/A0.046%Search for SEC Filing on Google Icon
5/10/2024Ontario Teachers Pension Plan Board32,549$1.60M0.0%-50.1%0.023%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.14,241,716$699.41M0.0%-2.7%10.208%Search for SEC Filing on Google Icon
5/10/2024Intech Investment Management LLC27,053$1.33M0.0%+3.0%0.019%Search for SEC Filing on Google Icon
5/10/2024Mitsubishi UFJ Trust & Banking Corp68,093$3.28M0.0%+6.1%0.049%Search for SEC Filing on Google Icon
5/9/2024Kingsview Wealth Management LLC6,507$0.32M0.0%-4.6%0.005%Search for SEC Filing on Google Icon
5/9/2024SageView Advisory Group LLC9,966$0.49M0.0%+7.6%0.007%Search for SEC Filing on Google Icon
5/9/2024Tradewinds LLC.8,581$0.42M0.4%N/A0.006%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System192,763$9.47M0.0%+4.4%0.138%Search for SEC Filing on Google Icon
5/9/2024Eagle Bay Advisors LLC5,035$0.25M0.2%+5.5%0.004%Search for SEC Filing on Google Icon
5/8/2024Bleakley Financial Group LLC5,835$0.29M0.0%-17.7%0.004%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC6,806$0.33M0.0%-10.1%0.005%Search for SEC Filing on Google Icon
5/8/2024US Bancorp DE20,864$1.03M0.0%-1.3%0.015%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.49,650$2.44M0.0%+42.3%0.036%Search for SEC Filing on Google Icon
5/8/2024Qsemble Capital Management LP6,823$0.34M0.1%N/A0.005%Search for SEC Filing on Google Icon
5/8/2024QRG Capital Management Inc.31,367$1.54M0.0%-10.9%0.022%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.307,014$15.08M0.0%+49.6%0.220%Search for SEC Filing on Google Icon
5/7/2024Tectonic Advisors LLC97,097$4.77M0.4%+3.1%0.070%Search for SEC Filing on Google Icon
5/7/2024Swiss National Bank284,300$13.96M0.0%-1.3%0.204%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC7,435$0.37M0.0%-69.3%0.005%Search for SEC Filing on Google Icon
5/6/2024LSV Asset Management1,616,361$79.38M0.2%-3.8%1.159%Search for SEC Filing on Google Icon
5/6/2024Gallacher Capital Management LLC18,879$0.93M0.5%+112.3%0.014%Search for SEC Filing on Google Icon
5/6/2024Texas Permanent School Fund Corp122,107$6M0.0%-1.8%0.088%Search for SEC Filing on Google Icon
5/4/2024Csenge Advisory Group6,173$0.30M0.0%+38.3%0.004%Search for SEC Filing on Google Icon
5/4/2024Richardson Financial Services Inc.1,501$74K0.1%+98.5%0.001%Search for SEC Filing on Google Icon
5/3/2024GSA Capital Partners LLP22,524$1.11M0.1%+124.3%0.016%Search for SEC Filing on Google Icon
5/2/2024Financial Counselors Inc.194,170$9.54M0.2%-1.0%0.139%Search for SEC Filing on Google Icon
5/2/2024Mutual of America Capital Management LLC83,135$4.08M0.0%-6.7%0.060%Search for SEC Filing on Google Icon
5/2/2024Daiwa Securities Group Inc.6,000$0.30M0.0%+500.0%0.004%Search for SEC Filing on Google Icon
5/2/2024Nordea Investment Management AB95,037$4.67M0.0%-4.6%0.068%Search for SEC Filing on Google Icon
5/2/2024Choreo LLC8,600$0.42M0.0%+8.3%0.006%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets817,621$40.15M0.0%+4.5%0.586%Search for SEC Filing on Google Icon
5/1/2024Mirae Asset Global Investments Co. Ltd.58,810$2.81M0.0%+152.9%0.042%Search for SEC Filing on Google Icon
5/1/2024Private Advisor Group LLC7,406$0.36M0.0%-18.4%0.005%Search for SEC Filing on Google Icon
4/30/2024Retirement Systems of Alabama358,826$17.62M0.1%-1.4%0.257%Search for SEC Filing on Google Icon
4/30/2024Norden Group LLC9,856$0.48M0.0%N/A0.007%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.527,375$25.90M0.0%-1.0%0.378%Search for SEC Filing on Google Icon
4/26/2024Securian Asset Management Inc.11,473$0.56M0.0%-5.5%0.008%Search for SEC Filing on Google Icon
4/26/2024Yousif Capital Management LLC65,691$3.23M0.0%-4.9%0.047%Search for SEC Filing on Google Icon
4/25/2024New York State Teachers Retirement System184,002$9.04M0.0%-6.9%0.132%Search for SEC Filing on Google Icon
4/25/2024Human Investing LLC44,551$2.19M0.4%-1.1%0.032%Search for SEC Filing on Google Icon
4/24/2024Verity & Verity LLC49,712$2.44M0.6%N/A0.036%Search for SEC Filing on Google Icon
4/24/2024Newbridge Financial Services Group Inc.1,005$49K0.0%N/A0.001%Search for SEC Filing on Google Icon
4/24/2024Simplicity Wealth LLC5,829$0.29M0.0%N/A0.004%Search for SEC Filing on Google Icon
4/23/2024Global Retirement Partners LLC2,444$0.12M0.0%+29.9%0.002%Search for SEC Filing on Google Icon
4/23/2024WASHINGTON TRUST Co5,100$0.25M0.0%-4.0%0.004%Search for SEC Filing on Google Icon
4/23/2024Amalgamated Bank99,462$4.89M0.0%-5.2%0.071%Search for SEC Filing on Google Icon
4/23/2024Paradiem LLC163,878$8.05M2.0%+3.3%0.117%Search for SEC Filing on Google Icon
4/22/2024PFG Investments LLC4,604$0.23M0.0%N/A0.003%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates150,284$7.38M0.0%+11.5%0.108%Search for SEC Filing on Google Icon
4/19/2024Norden Group LLC9,856$0.48M0.0%N/A0.007%Search for SEC Filing on Google Icon
4/19/2024State of Alaska Department of Revenue45,138$2.22M0.0%+190.4%0.032%Search for SEC Filing on Google Icon
4/19/2024Monument Capital Management50,593$2.49M0.7%+6.5%0.036%Search for SEC Filing on Google Icon
4/19/2024Sumitomo Mitsui Trust Holdings Inc.7,167$0.35M0.0%-27.4%0.005%Search for SEC Filing on Google Icon
4/19/2024Handelsinvest Investeringsforvaltning3,055$0.15M0.1%-34.2%0.002%Search for SEC Filing on Google Icon
4/18/2024Measured Wealth Private Client Group LLC19,395$0.95M0.3%+12.1%0.014%Search for SEC Filing on Google Icon
4/18/2024State of Michigan Retirement System34,268$1.68M0.0%-0.9%0.025%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC26,849$1.32M0.0%+14.6%0.019%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.88,023$4.32M0.2%-5.0%0.063%Search for SEC Filing on Google Icon
4/16/2024Chesley Taft & Associates LLC9,622$0.47M0.0%N/A0.007%Search for SEC Filing on Google Icon
4/15/2024Sound Income Strategies LLC272,595$13.39M1.0%-5.4%0.195%Search for SEC Filing on Google Icon
4/12/2024Global Assets Advisory LLC17,793$0.87M0.0%N/A0.013%Search for SEC Filing on Google Icon
4/12/2024Range Financial Group LLC15,120$0.74M0.4%-1.6%0.011%Search for SEC Filing on Google Icon
4/12/2024FCF Advisors LLC32,235$1.58M0.4%+40.0%0.023%Search for SEC Filing on Google Icon
4/11/2024Tealwood Asset Management Inc.47,603$2.34M1.1%N/A0.034%Search for SEC Filing on Google Icon
4/10/2024Park Avenue Securities LLC14,937$0.73M0.0%+32.6%0.011%Search for SEC Filing on Google Icon
4/10/2024Wedmont Private Capital8,290$0.39M0.0%-33.0%0.006%Search for SEC Filing on Google Icon
4/9/2024Alaska Permanent Fund Corp62,089$3.05M0.0%-11.7%0.045%Search for SEC Filing on Google Icon
4/9/2024Mather Group LLC.575$28K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/5/2024Los Angeles Capital Management LLC169,020$8.30M0.0%-51.3%0.121%Search for SEC Filing on Google Icon
4/5/2024CWM LLC4,402$0.22M0.0%-19.5%0.003%Search for SEC Filing on Google Icon
3/29/2024Kapitalo Investimentos Ltda13,612$0.66M0.1%N/A0.010%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.20,103$0.97M0.0%+27.6%0.014%Search for SEC Filing on Google Icon
3/21/2024Healthcare of Ontario Pension Plan Trust Fund58,000$2.81M0.0%N/A0.042%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.14,641,461$708.21M0.0%-2.6%10.494%Search for SEC Filing on Google Icon
3/6/2024SageView Advisory Group LLC9,266$0.44M0.0%N/A0.007%Search for SEC Filing on Google Icon
3/5/2024Wellington Management Group LLP3,200,119$154.79M0.0%-10.7%2.294%Search for SEC Filing on Google Icon
3/4/2024Richardson Financial Services Inc.756$37K0.0%N/A0.001%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.1,094,791$52.96M0.0%-7.4%0.785%Search for SEC Filing on Google Icon
2/28/2024American International Group Inc.195,254$9.44M0.0%-9.4%0.140%Search for SEC Filing on Google Icon
2/28/2024EP Wealth Advisors LLC4,283$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/26/2024Teachers Retirement System of The State of Kentucky50,998$2.47M0.0%-4.5%0.037%Search for SEC Filing on Google Icon
2/22/2024Auxier Asset Management49,875$2.41M0.4%-6.9%0.036%Search for SEC Filing on Google Icon
2/16/2024Optimist Retirement Group LLC51,751$2.50M1.6%N/A0.037%Search for SEC Filing on Google Icon
2/14/2024Point72 Europe London LLP26,359$1.28M0.2%N/A0.019%Search for SEC Filing on Google Icon
2/14/2024Redwood Investment Management LLC125,101$6.05M0.6%+239.4%0.090%Search for SEC Filing on Google Icon
2/14/2024Bridgewater Associates LP381,030$18.43M0.1%+15.4%0.273%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
H&R Block logo
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. It offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. The company also provides Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds; Peace of Mind extended service plans; H&R Block Emerald Advance lines of credit; Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity; refund advance loans; H&R Block Instant Refund; and H&R Block Pay With Refund services. In addition, it offers small business financial solutions through its company-owned or franchise offices, and online. The company was founded in 1955 and is headquartered in Kansas City, Missouri.
Read More on H&R Block

Today's Range

Now: $53.04
Low: $52.43
High: $53.55

50 Day Range

MA: $47.91
Low: $46.27
High: $53.53

52 Week Range

Now: $53.04
Low: $28.83
High: $54.21

Volume

2,397,697 shs

Average Volume

1,124,854 shs

Market Capitalization

$7.40 billion

P/E Ratio

12.14

Dividend Yield

2.39%

Beta

0.69

Who are the company insiders with the largest holdings of H&R Block?

H&R Block's top insider shareholders include:
  1. Jeffrey J Jones II (CEO)
  2. Robert A Gerard (Director)
  3. Tony G Bowen (CFO)
  4. Christianna Wood (Director)
  5. Karen A Orosco (Insider)
  6. Richard A Johnson (Director)
  7. Kellie J Logerwell (VP)
Learn More about top insider investors at H&R Block.

Who are the major institutional investors of H&R Block?

H&R Block's top institutional shareholders include:
  1. Vanguard Group Inc. — 10.21%
  2. Lazard Asset Management LLC — 3.80%
  3. LSV Asset Management — 1.16%
  4. BNP Paribas Financial Markets — 0.59%
  5. Principal Financial Group Inc. — 0.38%
  6. Retirement Systems of Alabama — 0.26%
Learn More about top institutional investors of H&R Block stock.

Which institutional investors are selling H&R Block stock?

During the previous quarter, HRB stock was sold by these institutional investors:
  1. Vanguard Group Inc.
  2. Los Angeles Capital Management LLC
  3. LSV Asset Management
  4. Ontario Teachers Pension Plan Board
  5. PEAK6 Investments LLC
  6. Empowered Funds LLC
  7. Sound Income Strategies LLC
  8. New York State Teachers Retirement System
During the last year, company insiders that have sold H&R Block company stock include:
  1. Jeffrey J Jones II (CEO)
  2. Robert A Gerard (Director)
  3. Tony G Bowen (CFO)
Learn More investors selling H&R Block stock.

Which institutional investors are buying H&R Block stock?

In the last quarter, HRB stock was acquired by institutional investors including:
  1. Lazard Asset Management LLC
  2. Sei Investments Co.
  3. Edgestream Partners L.P.
  4. Verity & Verity LLC
  5. Tealwood Asset Management Inc.
  6. Mirae Asset Global Investments Co. Ltd.
  7. BNP Paribas Financial Markets
  8. Seven Eight Capital LP
Within the previous year, these company insiders have bought H&R Block stock:
  1. Jeffrey J Jones II (CEO)
  2. Robert A Gerard (Director)
Learn More investors buying H&R Block stock.
Forget the “Magnificent 7” Tech Companies, Buy This AI Stock Instead
From Banyan Hill Publishing   |   Ad
The AI boom continues to snowball with no signs of slowing... Google CEO, Sundar Pichai, made waves during a recent call with analysts, reminding them that the search engine company has been “AI first” since 2016.
Get the full story here.