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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: $37.13
Price Change: ▼ Price Decrease of -1.592 (-4.11%)
As of 02/3/2026 11:13 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

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  
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
2/3/2026Gallacher Capital Management LLC18,435$0.80M0.3%-35.1%0.015%Search for SEC Filing on Google Icon
2/2/2026Truist Financial Corp16,987$0.74M0.0%-79.2%0.013%Search for SEC Filing on Google Icon
2/2/2026Seizert Capital Partners LLC96,608$4.21M0.2%+20.2%0.076%Search for SEC Filing on Google Icon
2/2/2026Horizon Investments LLC1,856$81K0.0%-83.5%0.001%Search for SEC Filing on Google Icon
2/2/2026Fifth Third Bancorp10,425$0.45M0.0%-3.2%0.008%Search for SEC Filing on Google Icon
2/2/2026Mutual Advisors LLC11,078$0.48M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/2/2026GenTrust LLC18,222$0.80M0.0%+4.7%0.014%Search for SEC Filing on Google Icon
1/30/2026New York State Teachers Retirement System142,169$6.20M0.0%-0.8%0.112%Search for SEC Filing on Google Icon
1/30/2026State of New Jersey Common Pension Fund D48,501$2.11M0.0%+17.0%0.038%Search for SEC Filing on Google Icon
1/30/2026Keybank National Association OH4,645$0.20M0.0%N/A0.004%Search for SEC Filing on Google Icon
1/30/2026Vest Financial LLC56,680$2.47M0.0%+11.4%0.045%Search for SEC Filing on Google Icon
1/30/2026Wealthfront Advisers LLC17,342$0.76M0.0%-2.5%0.014%Search for SEC Filing on Google Icon
1/30/2026Mitsubishi UFJ Trust & Banking Corp75,473$3.29M0.0%+101.4%0.060%Search for SEC Filing on Google Icon
1/30/2026M&T Bank Corp36,663$1.60M0.0%+5.9%0.029%Search for SEC Filing on Google Icon
1/29/2026Comerica Bank51,468$2.24M0.0%-6.0%0.041%Search for SEC Filing on Google Icon
1/29/2026D.A. Davidson & CO.5,731$0.25M0.0%+26.8%0.005%Search for SEC Filing on Google Icon
1/29/2026Pictet Asset Management Holding SA18,707$0.82M0.0%-5.2%0.015%Search for SEC Filing on Google Icon
1/29/2026State of Michigan Retirement System29,868$1.30M0.0%-6.3%0.024%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG934,917$40.74M0.0%+19.2%0.739%Search for SEC Filing on Google Icon
1/29/2026High Point Wealth Management LLC2,283$99K0.1%N/A0.002%Search for SEC Filing on Google Icon
1/29/2026Quent Capital LLC10,013$0.44M0.0%+1,750.8%0.008%Search for SEC Filing on Google Icon
1/29/2026Teachers Retirement System of The State of Kentucky42,628$1.86M0.0%-10.5%0.034%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.13,313,823$580.22M0.0%-2.5%10.531%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System35,655$1.55M0.0%-10.0%0.028%Search for SEC Filing on Google Icon
1/28/2026HB Wealth Management LLC11,033$0.48M0.0%+103.6%0.009%Search for SEC Filing on Google Icon
1/28/2026Boston Trust Walden Corp776,309$33.83M0.3%-9.4%0.614%Search for SEC Filing on Google Icon
1/28/2026Ruffer LLP118,033$5.15M0.2%+28.4%0.093%Search for SEC Filing on Google Icon
1/28/2026M&T Bank Corp254,055$11.07M0.0%+634.2%0.201%Search for SEC Filing on Google Icon
1/27/2026Human Investing LLC30,380$1.32M0.2%-13.8%0.024%Search for SEC Filing on Google Icon
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank 39,678$1.73M0.0%-4.6%0.031%Search for SEC Filing on Google Icon
1/27/2026Miller Howard Investments Inc. NY370,841$16.16M0.5%-33.8%0.293%Search for SEC Filing on Google Icon
1/26/2026Merit Financial Group LLC13,582$0.59M0.0%+10.1%0.011%Search for SEC Filing on Google Icon
1/26/2026CWM LLC53,631$2.34M0.0%+18.5%0.042%Search for SEC Filing on Google Icon
1/23/2026Farther Finance Advisors LLC14,521$0.63M0.0%+5.6%0.011%Search for SEC Filing on Google Icon
1/23/2026State of Alaska Department of Revenue55,563$2.42M0.0%-3.6%0.044%Search for SEC Filing on Google Icon
1/23/2026Tectonic Advisors LLC197,473$8.61M0.5%+16.3%0.156%Search for SEC Filing on Google Icon
1/23/2026Valley National Advisers Inc.800$34K0.0%N/A0.001%Search for SEC Filing on Google Icon
1/23/2026Burney Co.41,344$1.80M0.1%-5.8%0.033%Search for SEC Filing on Google Icon
1/23/2026Ritholtz Wealth Management30,312$1.32M0.0%-2.6%0.024%Search for SEC Filing on Google Icon
1/22/2026Ifrah Financial Services Inc.16,131$0.70M0.2%-1.8%0.013%Search for SEC Filing on Google Icon
1/21/2026Yousif Capital Management LLC39,210$1.58M0.0%-7.1%0.031%Search for SEC Filing on Google Icon
1/21/2026Fulton Breakefield Broenniman LLC7,885$0.34M0.0%-13.4%0.006%Search for SEC Filing on Google Icon
1/21/2026Sound Income Strategies LLC106,077$4.46M0.2%+1,999.7%0.084%Search for SEC Filing on Google Icon
1/20/2026Signaturefd LLC843$37K0.0%+82.1%0.001%Search for SEC Filing on Google Icon
1/20/2026Stratos Wealth Advisors LLC59,625$2.60M0.1%+34.3%0.047%Search for SEC Filing on Google Icon
1/16/2026Kendall Capital Management70,780$3.09M0.6%+8.5%0.056%Search for SEC Filing on Google Icon
1/16/2026Blue Trust Inc.6,856$0.30M0.0%-18.8%0.005%Search for SEC Filing on Google Icon
1/15/2026Nisa Investment Advisors LLC111,583$4.91M0.1%-6.6%0.088%Search for SEC Filing on Google Icon
1/15/2026Range Financial Group LLC15,053$0.66M0.2%+4.8%0.012%Search for SEC Filing on Google Icon
1/15/2026Retirement Systems of Alabama151,731$6.61M0.0%-6.3%0.120%Search for SEC Filing on Google Icon
1/14/2026Hennion & Walsh Asset Management Inc.27,816$1.21M0.0%-19.6%0.022%Search for SEC Filing on Google Icon
1/14/2026Spire Wealth Management836$36K0.0%+61.1%0.001%Search for SEC Filing on Google Icon
1/14/2026Chesley Taft & Associates LLC10,170$0.44M0.0%+5.3%0.008%Search for SEC Filing on Google Icon
1/14/2026Wedge Capital Management L L P NC63,755$2.78M0.0%+4.0%0.050%Search for SEC Filing on Google Icon
1/14/2026Exchange Traded Concepts LLC17,193$0.75M0.0%+8.9%0.014%Search for SEC Filing on Google Icon
1/12/2026Abound Wealth Management616$27K0.0%+208.0%0.000%Search for SEC Filing on Google Icon
1/12/2026Focus Financial Network Inc.6,000$0.26M0.0%-9.5%0.005%Search for SEC Filing on Google Icon
1/9/2026Elevation Wealth Partners LLC765$33K0.0%N/A0.001%Search for SEC Filing on Google Icon
1/8/2026Wealth Enhancement Advisory Services LLC39,578$1.72M0.0%+2.8%0.031%Search for SEC Filing on Google Icon
1/8/2026Wedmont Private Capital4,784$0.21M0.0%-54.0%0.004%Search for SEC Filing on Google Icon
1/8/2026Maridea Wealth Management LLC9,413$0.41M0.1%N/A0.007%Search for SEC Filing on Google Icon
1/8/2026Nordea Investment Management AB110,986$4.79M0.0%-9.3%0.088%Search for SEC Filing on Google Icon
1/7/2026Tealwood Asset Management Inc.34,558$1.51M0.7%-23.2%0.027%Search for SEC Filing on Google Icon
1/7/2026Tealwood Asset Management Inc.34,558$1.51M0.7%-23.2%0.027%Search for SEC Filing on Google Icon
1/5/2026GAMMA Investing LLC2,622$0.11M0.0%+40.8%0.002%Search for SEC Filing on Google Icon
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
Data available starting January 2016

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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: $37.13
Low: $37.93
High: $38.63

50 Day Range

MA: $42.29
Low: $38.67
High: $45.01

52 Week Range

Now: $37.13
Low: $37.93
High: $64.62

Volume

261,993 shs

Average Volume

1,741,434 shs

Market Capitalization

$4.69 billion

P/E Ratio

8.37

Dividend Yield

4.26%

Beta

0.36

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. — 10.53%
  2. UBS Group AG — 0.74%
  3. Boston Trust Walden Corp — 0.61%
  4. Miller Howard Investments Inc. NY — 0.29%
  5. M&T Bank Corp — 0.20%
  6. Tectonic Advisors LLC — 0.16%
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. Miller Howard Investments Inc. NY
  3. Boston Trust Walden Corp
  4. Truist Financial Corp
  5. Nordea Investment Management AB
  6. Tealwood Asset Management Inc.
  7. Tealwood Asset Management Inc.
  8. Retirement Systems of Alabama

Which institutional investors are buying H&R Block stock?

Within the last quarter, HRB stock was acquired by institutional investors including:
  1. M&T Bank Corp
  2. UBS Group AG
  3. Sound Income Strategies LLC
  4. Mitsubishi UFJ Trust & Banking Corp
  5. Tectonic Advisors LLC
  6. Ruffer LLP
  7. Seizert Capital Partners LLC
  8. Stratos Wealth Advisors LLC