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HRB Insider Trading

Insider Ownership Percentage: 1.40%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $17,340,471.06

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: $42.08
Price Change: ▼ Price Decrease of -0.653 (-1.53%)
As of 12/4/2025 04:59 PM 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

H&R Block Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/19/2025Jeffrey J. Jones, IICEOSell128,818$44.54$5,737,553.72861,313View SEC Filing Icon  
11/12/2025Jeffrey J. Jones, IICEOSell176,449$46.46$8,197,820.54906,313View SEC Filing Icon  
4/16/2025Jeffrey J. Jones, IICEOSell53,810$63.28$3,405,096.80844,790View SEC Filing Icon  
9/16/2024Kellie J. LogerwellVPSell8,000$64.41$515,280.0018,474View SEC Filing Icon  
9/3/2024Jeffrey J. Jones, IICEOSell9,722$63.07$613,166.54893,169View SEC Filing Icon  
8/19/2024Dara S. RedlerInsiderSell9,100$64.10$583,310.0022,066View SEC Filing Icon  
8/19/2024Kellie J. LogerwellVPSell9,846$65.00$639,990.0025,028View SEC Filing Icon  
8/19/2024Tony G. BowenCFOSell79,259$65.17$5,165,309.0390,095View SEC Filing Icon  
7/1/2024Jeffrey J. Jones, IICEOSell44,975$54.55$2,453,386.25712,386View SEC Filing Icon  
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  
See Full Table

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
12/2/2025Allworth Financial LP5,825$0.30M0.0%+17.0%0.005%Search for SEC Filing on Google Icon
12/2/2025IFP Advisors Inc5,279$0.27M0.0%-29.0%0.004%Search for SEC Filing on Google Icon
12/2/2025Swiss Life Asset Management Ltd6,078$0.31M0.0%N/A0.005%Search for SEC Filing on Google Icon
12/1/2025Cambria Investment Management L.P.173,329$8.77M0.5%-6.6%0.137%Search for SEC Filing on Google Icon
11/24/2025CIBC Private Wealth Group LLC3,835$0.19M0.0%+10.0%0.003%Search for SEC Filing on Google Icon
11/21/2025TCM Advisors LLC7,400$0.37M0.0%-7.5%0.006%Search for SEC Filing on Google Icon
11/20/2025WBI Investments LLC12,122$0.61M0.2%-36.1%0.010%Search for SEC Filing on Google Icon
11/19/2025Danske Bank A S900$46K0.0%N/A0.001%Search for SEC Filing on Google Icon
11/18/2025Advisory Services Network LLC3,554$0.18M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/17/2025Hancock Whitney Corp6,103$0.31M0.0%-54.9%0.005%Search for SEC Filing on Google Icon
11/17/2025Jacobs Levy Equity Management Inc.73,599$3.72M0.0%-25.0%0.058%Search for SEC Filing on Google Icon
11/17/2025Morningstar Investment Management LLC103,578$5.24M0.2%N/A0.082%Search for SEC Filing on Google Icon
11/17/2025NewEdge Advisors LLC52,078$2.63M0.0%+48.1%0.041%Search for SEC Filing on Google Icon
11/17/2025Armistice Capital LLC14,506$0.73M0.0%N/A0.011%Search for SEC Filing on Google Icon
11/17/2025CANADA LIFE ASSURANCE Co105,729$5.35M0.0%-1.8%0.084%Search for SEC Filing on Google Icon
11/17/2025Woodline Partners LP260,532$13.18M0.1%N/A0.206%Search for SEC Filing on Google Icon
11/17/2025Dark Forest Capital Management LP16,777$0.85M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/17/2025PharVision Advisers LLC6,775$0.34M0.2%N/A0.005%Search for SEC Filing on Google Icon
11/17/2025Optimist Retirement Group LLC41,765$2.11M1.0%+1.3%0.033%Search for SEC Filing on Google Icon
11/17/2025XTX Topco Ltd27,529$1.39M0.1%-15.4%0.022%Search for SEC Filing on Google Icon
11/17/2025Voloridge Investment Management LLC284,908$14.41M0.0%-67.0%0.225%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC18,563$0.94M0.0%-80.0%0.015%Search for SEC Filing on Google Icon
11/17/2025Scientech Research LLC6,176$0.31M0.1%N/A0.005%Search for SEC Filing on Google Icon
11/17/2025Quarry LP2,883$0.15M0.0%+513.4%0.002%Search for SEC Filing on Google Icon
11/17/2025Qube Research & Technologies Ltd1,039,119$52.55M0.1%-40.6%0.822%Search for SEC Filing on Google Icon
11/17/2025Prelude Capital Management LLC4,656$0.24M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/17/2025Public Employees Retirement System of Ohio46,171$2.34M0.0%+0.6%0.037%Search for SEC Filing on Google Icon
11/17/2025Northern Trust Corp2,750,413$139.09M0.0%+10.9%2.176%Search for SEC Filing on Google Icon
11/17/2025New Vernon Capital Holdings II LLC3,763$0.19M0.1%N/A0.003%Search for SEC Filing on Google Icon
11/17/2025Mariner LLC47,944$2.43M0.0%+36.8%0.038%Search for SEC Filing on Google Icon
11/17/2025Measured Wealth Private Client Group LLC26,535$1.34M0.4%+2.6%0.021%Search for SEC Filing on Google Icon
11/17/2025National Bank of Canada FI1,490$75K0.0%-98.4%0.001%Search for SEC Filing on Google Icon
11/17/2025Mercer Global Advisors Inc. ADV40,632$2.06M0.0%+32.8%0.032%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC228,003$11.53M0.0%-33.5%0.180%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,793$0.19M0.0%+38.2%0.003%Search for SEC Filing on Google Icon
11/17/2025Integrated Wealth Concepts LLC14,572$0.74M0.0%N/A0.012%Search for SEC Filing on Google Icon
11/17/2025Jain Global LLC48,207$2.44M0.0%+832.4%0.038%Search for SEC Filing on Google Icon
11/17/2025Focus Partners Wealth18,303$0.93M0.0%-4.3%0.014%Search for SEC Filing on Google Icon
11/17/2025California Public Employees Retirement System392,977$19.87M0.0%-9.2%0.311%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE896,224$45.32M0.0%-11.4%0.709%Search for SEC Filing on Google Icon
11/17/2025Bank of Nova Scotia8,021$0.41M0.0%-84.3%0.006%Search for SEC Filing on Google Icon
11/17/2025Boothbay Fund Management LLC8,113$0.41M0.0%N/A0.006%Search for SEC Filing on Google Icon
11/17/2025Aquatic Capital Management LLC6,715$0.34M0.0%N/A0.005%Search for SEC Filing on Google Icon
11/17/2025Algert Global LLC5,940$0.30M0.0%-80.3%0.005%Search for SEC Filing on Google Icon
11/17/2025Alliancebernstein L.P.172,440$8.72M0.0%-7.6%0.136%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.224,484$11.36M0.0%+14.8%0.178%Search for SEC Filing on Google Icon
11/14/2025Schonfeld Strategic Advisors LLC5,623$0.28M0.0%-87.0%0.004%Search for SEC Filing on Google Icon
11/14/2025Creative Planning91,417$4.62M0.0%+11.8%0.072%Search for SEC Filing on Google Icon
11/14/2025Lazard Asset Management LLC3,213,177$162.49M0.2%+0.8%2.542%Search for SEC Filing on Google Icon
11/14/2025SummitTX Capital L.P.36,088$1.83M0.1%+141.5%0.029%Search for SEC Filing on Google Icon
11/14/2025AQR Capital Management LLC2,593,290$130.96M0.1%+60.4%2.051%Search for SEC Filing on Google Icon
11/14/2025Raymond James Financial Inc.183,290$9.27M0.0%+4.0%0.145%Search for SEC Filing on Google Icon
11/14/2025Amundi99,840$5.08M0.0%+13.8%0.079%Search for SEC Filing on Google Icon
11/14/2025Redwood Investment Management LLC63,181$2.94M0.3%-27.8%0.050%Search for SEC Filing on Google Icon
11/14/2025Freestone Grove Partners LP22,988$1.16M0.0%N/A0.018%Search for SEC Filing on Google Icon
11/14/2025Man Group plc176,035$8.90M0.0%-51.0%0.139%Search for SEC Filing on Google Icon
11/14/2025Occudo Quantitative Strategies LP8,922$0.45M0.1%N/A0.007%Search for SEC Filing on Google Icon
11/14/2025Horizon Investments LLC11,238$0.57M0.0%-70.9%0.009%Search for SEC Filing on Google Icon
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 41,601$2.10M0.0%+9.5%0.033%Search for SEC Filing on Google Icon
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC749,298$37.89M0.0%+335.4%0.593%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP75,589$3.82M0.0%-50.7%0.060%Search for SEC Filing on Google Icon
11/14/2025Vident Advisory LLC32,516$1.64M0.0%+39.3%0.026%Search for SEC Filing on Google Icon
11/14/2025iSAM Funds UK Ltd19,338$0.98M0.2%N/A0.015%Search for SEC Filing on Google Icon
11/14/2025Wellington Management Group LLP2,304,245$116.53M0.0%+2.3%1.823%Search for SEC Filing on Google Icon
11/14/2025Comerica Bank54,735$2.77M0.0%-48.8%0.043%Search for SEC Filing on Google Icon
11/14/2025Prevatt Capital Ltd350,000$17.70M6.0%-23.9%0.277%Search for SEC Filing on Google Icon
11/14/2025FORA Capital LLC9,821$0.50M0.1%N/A0.008%Search for SEC Filing on Google Icon
11/13/2025Boston Partners3,886,544$196.54M0.2%+20.2%3.074%Search for SEC Filing on Google Icon
11/13/2025Marshall Wace LLP1,198,558$60.61M0.1%+9.8%0.948%Search for SEC Filing on Google Icon
11/13/2025Limestone Investment Advisors LP14,846$0.75M0.0%N/A0.012%Search for SEC Filing on Google Icon
11/13/2025Vise Technologies Inc.4,486$0.23M0.0%+7.4%0.004%Search for SEC Filing on Google Icon
11/13/2025Landscape Capital Management L.L.C.144,124$7.29M0.5%-0.4%0.114%Search for SEC Filing on Google Icon
11/13/2025Advisory Research Inc.16,837$0.85M0.1%+3.8%0.013%Search for SEC Filing on Google Icon
11/13/2025Invesco Ltd.445,334$22.52M0.0%+16.1%0.352%Search for SEC Filing on Google Icon
11/13/2025Arrowstreet Capital Limited Partnership1,990,367$100.65M0.1%+24.5%1.574%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.432,268$21.86M0.0%+7.0%0.342%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG784,198$39.66M0.0%+3.7%0.620%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets657,423$33.25M0.0%+8.9%0.520%Search for SEC Filing on Google Icon
11/13/2025Kendall Capital Management65,235$3.30M0.7%+4.5%0.052%Search for SEC Filing on Google Icon
11/13/2025Mackenzie Financial Corp28,452$1.44M0.0%-73.4%0.023%Search for SEC Filing on Google Icon
11/13/2025Quadrant Capital Group LLC5,971$0.30M0.0%-11.5%0.005%Search for SEC Filing on Google Icon
11/13/2025Legal & General Group Plc263,069$13.30M0.0%-8.2%0.208%Search for SEC Filing on Google Icon
11/13/2025Vestcor Inc23,194$1.17M0.0%+41.9%0.018%Search for SEC Filing on Google Icon
11/13/2025Swiss National Bank259,500$13.12M0.0%+1.5%0.205%Search for SEC Filing on Google Icon
11/13/2025LGT Group Foundation31,386$1.60M0.0%+10.9%0.025%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.40,515$2.05M0.0%-64.4%0.032%Search for SEC Filing on Google Icon
11/13/2025Schroder Investment Management Group85,684$4.34M0.0%-3.3%0.068%Search for SEC Filing on Google Icon
11/13/2025Jefferies Financial Group Inc.26,813$1.36M0.0%N/A0.021%Search for SEC Filing on Google Icon
11/13/2025Natixis Advisors LLC15,786$0.80M0.0%-51.1%0.012%Search for SEC Filing on Google Icon
11/13/2025Grantham Mayo Van Otterloo & Co. LLC267,466$13.53M0.0%+173.2%0.212%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP938,537$47.46M0.0%+26.6%0.742%Search for SEC Filing on Google Icon
11/12/2025Crossmark Global Holdings Inc.154,582$7.82M0.1%+27.7%0.122%Search for SEC Filing on Google Icon
11/12/2025Orion Porfolio Solutions LLC7,103$0.36M0.0%+34.5%0.006%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP2,316,404$117.14M0.0%+2.5%1.832%Search for SEC Filing on Google Icon
11/12/2025Cresset Asset Management LLC6,058$0.31M0.0%-25.1%0.005%Search for SEC Filing on Google Icon
11/12/2025Picton Mahoney Asset Management18,915$0.96M0.0%+79.3%0.015%Search for SEC Filing on Google Icon
11/12/2025South Dakota Investment Council13,801$0.70M0.0%-9.8%0.011%Search for SEC Filing on Google Icon
11/12/2025Victory Capital Management Inc.128,913$6.52M0.0%+66.9%0.102%Search for SEC Filing on Google Icon
11/12/2025CI Investments Inc.1,503$76K0.0%-36.6%0.001%Search for SEC Filing on Google Icon
11/12/2025Focus Partners Advisor Solutions LLC6,158$0.30M0.0%N/A0.005%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
H&R Block logo
H&R Block, Inc. engages in the provision of tax return preparation solutions, financial products and small business solutions. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.
Read More on H&R Block

Today's Range

Now: $42.08
Low: $41.78
High: $42.58

50 Day Range

MA: $48.19
Low: $41.44
High: $52.67

52 Week Range

Now: $42.08
Low: $41.38
High: $64.62

Volume

1,408,406 shs

Average Volume

1,742,959 shs

Market Capitalization

$5.32 billion

P/E Ratio

9.46

Dividend Yield

3.93%

Beta

0.31

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. Tony G Bowen (CFO)
  3. Kellie J Logerwell (VP)
  4. Dara S Redler (Insider)
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. — 10.68%
  2. Boston Partners — 3.07%
  3. Lazard Asset Management LLC — 2.54%
  4. Northern Trust Corp — 2.18%
  5. AQR Capital Management LLC — 2.05%
  6. Dimensional Fund Advisors LP — 1.83%
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. Truist Financial Corp
  2. Qube Research & Technologies Ltd
  3. Wedge Capital Management L L P NC
  4. Voloridge Investment Management LLC
  5. Envestnet Asset Management Inc.
  6. Retirement Systems of Alabama
  7. Man Group plc
  8. Vanguard Group Inc.

Which institutional investors are buying H&R Block stock?

Within the last quarter, HRB stock was acquired by institutional investors including:
  1. AQR Capital Management LLC
  2. Boston Partners
  3. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
  4. Arrowstreet Capital Limited Partnership
  5. Northern Trust Corp
  6. Woodline Partners LP
  7. First Trust Advisors LP
  8. Kingsview Wealth Management LLC