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HRB Insider Trading

Insider Ownership Percentage: 1.40%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $13,935,374.26

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: $34.41
Price Change: ▲ Price Increase of +0.026 (0.08%)
As of 06/18/2026 03:59 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  
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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
6/18/2026Pacer Advisors Inc.692,760$21.99M0.0%+29.9%0.547%Search for SEC Filing on Google Icon
6/3/2026NewEdge Advisors LLC14,191$0.45M0.0%-73.5%0.011%Search for SEC Filing on Google Icon
5/21/2026Essential Partners LLC1,249$40K0.0%-74.4%0.001%Search for SEC Filing on Google Icon
5/19/2026Bank of America Corp DE1,008,715$32.02M0.0%-4.3%0.796%Search for SEC Filing on Google Icon
5/19/2026Kentucky Retirement Systems22,561$0.66M0.0%N/A0.018%Search for SEC Filing on Google Icon
5/19/2026Lodge Hill Capital LLC1,050,000$33.33M4.9%+31.3%0.828%Search for SEC Filing on Google Icon
5/19/2026Janus Henderson Group PLC56,954$1.81M0.0%-3.7%0.045%Search for SEC Filing on Google Icon
5/19/2026South Dakota Investment Council97,465$3.09M0.1%+679.7%0.077%Search for SEC Filing on Google Icon
5/18/2026Amundi229,207$7.28M0.0%+2,344.4%0.181%Search for SEC Filing on Google Icon
5/18/2026EverSource Wealth Advisors LLC3,362$0.11M0.0%+42.4%0.003%Search for SEC Filing on Google Icon
5/18/2026California State Teachers Retirement System149,211$4.74M0.0%+11.7%0.118%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada428,112$13.59M0.0%-20.4%0.338%Search for SEC Filing on Google Icon
5/18/2026Empowered Funds LLC100,174$3.18M0.0%-13.3%0.079%Search for SEC Filing on Google Icon
5/16/2026The Manufacturers Life Insurance Company 86,730$2.75M0.0%-2.5%0.068%Search for SEC Filing on Google Icon
5/16/2026Maverick Capital Ltd.19,943$0.63M0.0%-82.6%0.016%Search for SEC Filing on Google Icon
5/16/2026Quantinno Capital Management LP398,279$12.64M0.0%+188.8%0.314%Search for SEC Filing on Google Icon
5/16/2026SummitTX Capital L.P.74,444$2.36M0.1%+15.9%0.059%Search for SEC Filing on Google Icon
5/16/2026Lazard Asset Management LLC3,761,094$119.38M0.2%+50.9%2.967%Search for SEC Filing on Google Icon
5/15/2026Van Diest Capital LLC7,502$0.24M0.2%N/A0.006%Search for SEC Filing on Google Icon
5/15/2026TCM Advisors LLC14,400$0.46M0.0%+60.0%0.011%Search for SEC Filing on Google Icon
5/14/2026Public Employees Retirement System of Ohio38,602$1.23M0.0%-9.7%0.030%Search for SEC Filing on Google Icon
5/14/2026Arrowstreet Capital Limited Partnership1,594,384$50.61M0.0%-11.2%1.258%Search for SEC Filing on Google Icon
5/14/2026Caxton Associates LLP66,622$2.12M0.0%N/A0.053%Search for SEC Filing on Google Icon
5/14/2026Inceptionr LLC8,093$0.26M0.1%N/A0.006%Search for SEC Filing on Google Icon
5/14/2026Bank of Nova Scotia13,372$0.42M0.0%-89.0%0.011%Search for SEC Filing on Google Icon
5/14/2026Sei Investments Co.532,705$16.91M0.0%+25.2%0.420%Search for SEC Filing on Google Icon
5/14/2026State of Wyoming10,958$0.35M0.0%+1,502.0%0.009%Search for SEC Filing on Google Icon
5/13/2026Cetera Investment Advisers26,901$0.85M0.0%-10.8%0.021%Search for SEC Filing on Google Icon
5/13/2026Measured Wealth Private Client Group LLC3,316$0.11M0.0%-59.8%0.003%Search for SEC Filing on Google Icon
5/13/2026NewEdge Wealth LLC13,843$0.44M0.0%-98.4%0.011%Search for SEC Filing on Google Icon
5/13/2026First Citizens Bank & Trust Co.27,805$0.88M0.0%+1.4%0.022%Search for SEC Filing on Google Icon
5/13/2026First Trust Advisors LP1,328,584$42.17M0.0%+26.2%1.048%Search for SEC Filing on Google Icon
5/12/2026Chase Investment Counsel Corp40,000$1.27M0.3%+33.3%0.032%Search for SEC Filing on Google Icon
5/8/2026Triad Investment Management13,200$0.45M0.5%N/A0.010%Search for SEC Filing on Google Icon
5/8/2026PNC Financial Services Group Inc.19,197$0.61M0.0%+6.2%0.015%Search for SEC Filing on Google Icon
5/7/2026Dimensional Fund Advisors LP2,307,766$73.25M0.0%-8.4%1.821%Search for SEC Filing on Google Icon
5/7/2026Human Investing LLC26,443$0.84M0.1%-13.0%0.021%Search for SEC Filing on Google Icon
5/7/2026Parallel Advisors LLC3,187$0.10M0.0%+76.9%0.003%Search for SEC Filing on Google Icon
5/7/2026Swiss National Bank250,100$7.94M0.0%-0.8%0.197%Search for SEC Filing on Google Icon
5/6/2026California Public Employees Retirement System296,419$9.41M0.0%-16.0%0.234%Search for SEC Filing on Google Icon
5/6/2026Ceera Investments LLC42,228$1.34M0.6%+299.1%0.033%Search for SEC Filing on Google Icon
5/5/2026Bank of New York Mellon Corp1,516,885$48.15M0.0%+6.8%1.197%Search for SEC Filing on Google Icon
5/5/2026Illinois Municipal Retirement Fund137,280$4.36M0.1%+30.5%0.108%Search for SEC Filing on Google Icon
5/5/2026RWWM Inc.360,354$11.44M0.8%N/A0.284%Search for SEC Filing on Google Icon
5/4/2026Archer Investment Corp16,300$0.52M0.1%+1,937.5%0.013%Search for SEC Filing on Google Icon
5/4/2026State of Michigan Retirement System30,468$0.97M0.0%+2.0%0.024%Search for SEC Filing on Google Icon
5/4/2026Principal Financial Group Inc.283,449$9M0.0%+4.2%0.224%Search for SEC Filing on Google Icon
5/4/2026Chicago Partners Investment Group LLC8,676$0.27M0.0%+30.7%0.007%Search for SEC Filing on Google Icon
5/2/2026International Assets Investment Management LLC6,975$0.22M0.0%N/A0.006%Search for SEC Filing on Google Icon
5/1/2026Midwest Trust Co167,138$5.31M0.1%-1.9%0.132%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp67,038$2.13M0.0%+543.1%0.053%Search for SEC Filing on Google Icon
5/1/2026Barnett & Company Inc.10,420$0.33M0.3%N/A0.008%Search for SEC Filing on Google Icon
5/1/2026Sequoia Financial Advisors LLC28,196$0.90M0.0%+13.7%0.022%Search for SEC Filing on Google Icon
4/30/2026Hsbc Holdings PLC62,627$1.99M0.0%-32.3%0.049%Search for SEC Filing on Google Icon
4/30/2026Range Financial Group LLC17,910$0.57M0.2%+19.0%0.014%Search for SEC Filing on Google Icon
4/30/2026Kestra Advisory Services LLC38,521$1.22M0.0%+21.7%0.030%Search for SEC Filing on Google Icon
4/30/2026Oregon Public Employees Retirement Fund26,024$0.83M0.0%+3.2%0.021%Search for SEC Filing on Google Icon
4/29/2026Burney Co.9,993$0.32M0.0%-75.8%0.008%Search for SEC Filing on Google Icon
4/28/2026Bogart Wealth LLC1,311$42K0.0%+51.4%0.001%Search for SEC Filing on Google Icon
4/28/2026DGS Capital Management LLC12,199$0.39M0.1%+113.6%0.010%Search for SEC Filing on Google Icon
4/27/2026HB Wealth Management LLC15,767$0.50M0.0%+42.9%0.012%Search for SEC Filing on Google Icon
4/27/2026New York State Teachers Retirement System138,306$4.39M0.0%-2.7%0.109%Search for SEC Filing on Google Icon
4/27/2026Prevatt Capital Ltd710,000$22.54M6.1%+102.9%0.560%Search for SEC Filing on Google Icon
4/27/2026Y Intercept Hong Kong Ltd47,981$1.52M0.0%N/A0.038%Search for SEC Filing on Google Icon
4/27/2026Leonteq Securities AG2,718$86K0.0%N/A0.002%Search for SEC Filing on Google Icon
4/27/2026Sound Income Strategies LLC259,921$8.26M0.4%+145.0%0.205%Search for SEC Filing on Google Icon
4/25/2026Boston Trust Walden Corp895,236$28.42M0.2%+15.3%0.706%Search for SEC Filing on Google Icon
4/25/2026Keybank National Association OH6,520$0.21M0.0%+40.4%0.005%Search for SEC Filing on Google Icon
4/22/2026Ifrah Financial Services Inc.15,800$0.50M0.1%-2.1%0.012%Search for SEC Filing on Google Icon
4/22/2026Janney Montgomery Scott LLC104,966$3.33M0.0%+7.4%0.083%Search for SEC Filing on Google Icon
4/22/2026Pictet Asset Management Holding SA19,881$0.63M0.0%+6.3%0.016%Search for SEC Filing on Google Icon
4/22/2026Sterling Capital Management LLC3,646$0.12M0.0%-42.9%0.003%Search for SEC Filing on Google Icon
4/21/2026Louisiana State Employees Retirement System36,800$1.17M0.0%N/A0.029%Search for SEC Filing on Google Icon
4/20/2026Ritholtz Wealth Management20,212$0.64M0.0%-33.3%0.016%Search for SEC Filing on Google Icon
4/16/2026SG Americas Securities LLC163,973$5.21M0.0%+72.4%0.129%Search for SEC Filing on Google Icon
4/16/2026Park National Corp OH6,998$0.22M0.0%-4.9%0.006%Search for SEC Filing on Google Icon
3/20/2026Hsbc Holdings PLC92,460$4.01M0.0%+38.5%0.073%Search for SEC Filing on Google Icon
3/17/2026Rockefeller Capital Management L.P.3,569$0.16M0.0%-29.3%0.003%Search for SEC Filing on Google Icon
3/9/2026Corient Private Wealth LLC153,862$6.70M0.0%-8.4%0.121%Search for SEC Filing on Google Icon
3/9/2026EMC Capital Management2,479$0.11M0.0%-15.0%0.002%Search for SEC Filing on Google Icon
3/6/2026Hsbc Holdings PLC92,460$4.01M0.0%+38.5%0.073%Search for SEC Filing on Google Icon
2/24/2026Pacer Advisors Inc.533,391$23.25M0.0%-4.6%0.421%Search for SEC Filing on Google Icon
2/20/2026Framtiden Holdings Management Co LLC275,000$11.98M13.0%N/A0.217%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.613,621$26.74M0.0%+37.8%0.484%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC157,870$6.86M0.0%-6.0%0.125%Search for SEC Filing on Google Icon
2/18/2026Vident Advisory LLC34,597$1.51M0.0%+6.4%0.027%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury51,160$2.23M0.0%-7.7%0.040%Search for SEC Filing on Google Icon
2/18/2026Mackenzie Financial Corp10,139$0.44M0.0%-64.4%0.008%Search for SEC Filing on Google Icon
2/18/2026Fuller & Thaler Asset Management Inc.4,285,516$186.76M0.6%+4.7%3.381%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC53,574$2.34M0.0%+2.9%0.042%Search for SEC Filing on Google Icon
2/18/2026Empowered Funds LLC115,517$5.03M0.0%+64.7%0.091%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP1,697,916$74M0.0%-26.3%1.339%Search for SEC Filing on Google Icon
2/18/2026SummitTX Capital L.P.64,209$2.80M0.1%+77.9%0.051%Search for SEC Filing on Google Icon
2/18/2026Twinbeech Capital LP5,895$0.26M0.0%N/A0.005%Search for SEC Filing on Google Icon
2/18/2026Oxford Asset Management LLP13,027$0.57M0.2%N/A0.010%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC839,268$36.58M0.0%+268.1%0.662%Search for SEC Filing on Google Icon
2/18/2026Janus Henderson Group PLC59,148$2.58M0.0%-3.3%0.047%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP36,693$1.60M0.0%-88.4%0.029%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.317,801$13.85M0.0%N/A0.251%Search for SEC Filing on Google Icon
2/18/2026Armistice Capital LLC7,245$0.32M0.0%-50.1%0.006%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: $34.41
Low: $33.73
High: $35.22

50 Day Range

MA: $35.05
Low: $29.32
High: $39.81

52 Week Range

Now: $34.41
Low: $28.16
High: $57.55

Volume

3,310,280 shs

Average Volume

2,193,155 shs

Market Capitalization

$4.36 billion

P/E Ratio

6.12

Dividend Yield

4.76%

Beta

0.35

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

H&R Block's top insider shareholders include:
  1. William C Cobb (Insider)
  2. Jeffrey J Jones II (CEO)
  3. Robert A Gerard (Director)
  4. Jeffrey Brown (Insider)
  5. Thomas A Gerke (Insider)
  6. Tony G Bowen (CFO)
  7. Christianna Wood (Director)
  8. Gregory J Macfarlane (SVP)
  9. Gregory J Macfarlane (CFO)
  10. Tom D Seip (Director)
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. Lazard Asset Management LLC — 2.97%
  2. Dimensional Fund Advisors LP — 1.82%
  3. Arrowstreet Capital Limited Partnership — 1.26%
  4. Bank of New York Mellon Corp — 1.20%
  5. First Trust Advisors LP — 1.05%
  6. Lodge Hill Capital LLC — 0.83%
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. NewEdge Wealth LLC
  2. Dimensional Fund Advisors LP
  3. Arrowstreet Capital Limited Partnership
  4. Royal Bank of Canada
  5. Bank of Nova Scotia
  6. Maverick Capital Ltd.
  7. California Public Employees Retirement System
  8. Bank of America Corp DE

Which institutional investors are buying H&R Block stock?

Within the last quarter, HRB stock was acquired by institutional investors including:
  1. Lazard Asset Management LLC
  2. RWWM Inc.
  3. Prevatt Capital Ltd
  4. First Trust Advisors LP
  5. Quantinno Capital Management LP
  6. Lodge Hill Capital LLC
  7. Amundi
  8. Pacer Advisors Inc.

H&R Block Active Insiders

Jeffrey J Jones II
Jeffrey J Jones II (Age 58)
CEO
Tony G Bowen
Tony G Bowen (Age 51)
CFO
Robert A Gerard
Robert A Gerard
Director
Christianna Wood
Christianna Wood
Director
Richard A Johnson
Director
Dara S Redler
Dara S Redler
Chief Legal Officer
Kellie J Logerwell (Age 56)
VP
Thomas A Gerke
Thomas A Gerke (Age 69)
Insider