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HRB Insider Trading

Insider Ownership Percentage: 1.20%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $12,672,347.86

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: $56.95
Price Change: ▲ Price Increase of +0.87 (1.55%)
As of 07/26/2024 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
Collapse of the Petrodollar
From Colonial Metals   |   Ad
The death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. Russia, China and India have decided to abandon the petrodollar.
In answer to this issue, we have released a Special Report to the public.

H&R Block Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
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  
See Full Table
Collapse of the Petrodollar
From Colonial Metals   |   Ad
The death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. Russia, China and India have decided to abandon the petrodollar.
In answer to this issue, we have released a Special Report to the public.

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
7/26/2024Eagle Bay Advisors LLC4,220$0.23M0.1%-16.2%0.003%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC27,790$1.51M0.0%+3.5%0.020%Search for SEC Filing on Google Icon
7/26/2024State of Michigan Retirement System33,568$1.82M0.0%-2.0%0.024%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp1,748,095$94.80M0.0%-0.8%1.253%Search for SEC Filing on Google Icon
7/24/2024Retirement Systems of Alabama355,837$19.30M0.1%-0.8%0.255%Search for SEC Filing on Google Icon
7/24/2024New York State Teachers Retirement System177,328$9.62M0.0%-3.6%0.127%Search for SEC Filing on Google Icon
7/24/2024My Legacy Advisors LLC5,725$0.31M0.1%N/A0.004%Search for SEC Filing on Google Icon
7/24/2024Louisiana State Employees Retirement System39,500$2.14M0.0%-1.7%0.028%Search for SEC Filing on Google Icon
7/23/2024Lecap Asset Management Ltd.7,393$0.40M0.1%N/A0.005%Search for SEC Filing on Google Icon
7/23/2024Fifth Third Wealth Advisors LLC4,744$0.26M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/22/2024Pallas Capital Advisors LLC6,886$0.38M0.0%N/A0.005%Search for SEC Filing on Google Icon
7/20/2024First Citizens Bank & Trust Co.9,823$0.53M0.0%-18.9%0.007%Search for SEC Filing on Google Icon
7/20/2024Nisa Investment Advisors LLC147,280$8.03M0.1%+6.3%0.106%Search for SEC Filing on Google Icon
7/20/2024Hennion & Walsh Asset Management Inc.83,985$4.56M0.2%-4.6%0.060%Search for SEC Filing on Google Icon
7/19/2024Chesley Taft & Associates LLC9,400$0.51M0.0%-2.3%0.007%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates162,501$8.81M0.0%+8.1%0.116%Search for SEC Filing on Google Icon
7/19/2024Gladius Capital Management LP8,262$0.45M0.1%+214.7%0.006%Search for SEC Filing on Google Icon
7/18/2024Blue Trust Inc.4,263$0.23M0.0%+42.5%0.003%Search for SEC Filing on Google Icon
7/18/2024TriaGen Wealth Management LLC8,642$0.47M0.2%+2.4%0.006%Search for SEC Filing on Google Icon
7/18/2024Kessler Investment Group LLC18,984$1.03M0.6%N/A0.014%Search for SEC Filing on Google Icon
7/18/2024Swedbank AB215,968$11.71M0.0%+0.2%0.155%Search for SEC Filing on Google Icon
7/17/2024Human Investing LLC42,944$2.33M0.5%-3.6%0.031%Search for SEC Filing on Google Icon
7/17/2024Wedge Capital Management L L P NC44,905$2.44M0.0%-9.2%0.032%Search for SEC Filing on Google Icon
7/16/2024Envestnet Portfolio Solutions Inc.7,279$0.40M0.0%+39.2%0.005%Search for SEC Filing on Google Icon
7/16/2024PGGM Investments69,076$3.75M0.1%+1.5%0.050%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC15,868$0.86M0.0%+54.1%0.011%Search for SEC Filing on Google Icon
7/16/2024Wedmont Private Capital8,929$0.48M0.0%+7.7%0.006%Search for SEC Filing on Google Icon
7/15/2024Park National Corp OH6,057$0.33M0.0%-4.7%0.004%Search for SEC Filing on Google Icon
7/15/2024Securian Asset Management Inc.11,128$0.60M0.0%-3.0%0.008%Search for SEC Filing on Google Icon
7/13/2024Retirement Planning Group LLC3,931$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/12/2024Thrive Wealth Management LLC4,040$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/12/2024Sound Income Strategies LLC208,233$11.29M0.7%-23.6%0.149%Search for SEC Filing on Google Icon
7/12/2024SG Americas Securities LLC54,248$2.94M0.0%N/A0.039%Search for SEC Filing on Google Icon
7/12/2024QRG Capital Management Inc.21,874$1.19M0.0%-30.3%0.016%Search for SEC Filing on Google Icon
7/10/2024Csenge Advisory Group6,723$0.37M0.0%+8.9%0.005%Search for SEC Filing on Google Icon
7/10/2024Simplicity Wealth LLC4,319$0.23M0.0%-25.9%0.003%Search for SEC Filing on Google Icon
7/10/2024CWM LLC16,319$0.89M0.0%+270.7%0.012%Search for SEC Filing on Google Icon
7/9/2024Park Avenue Securities LLC15,554$0.84M0.0%+4.1%0.011%Search for SEC Filing on Google Icon
7/9/2024Tealwood Asset Management Inc.47,375$2.57M1.5%-0.5%0.034%Search for SEC Filing on Google Icon
7/9/2024Burns Matteson Capital Management LLC7,646$0.42M0.2%-8.9%0.005%Search for SEC Filing on Google Icon
7/8/2024Versant Capital Management Inc723$39K0.0%+4,152.9%0.001%Search for SEC Filing on Google Icon
6/4/2024DekaBank Deutsche Girozentrale154,795$7.44M0.0%+11.0%0.111%Search for SEC Filing on Google Icon
5/28/2024Boston Partners3,270,919$160.61M0.2%+30.2%2.344%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC15,876$0.78M0.0%+5.6%0.011%Search for SEC Filing on Google Icon
5/24/2024Cetera Investment Advisers37,373$1.84M0.0%+575.7%0.027%Search for SEC Filing on Google Icon
5/24/2024Invst LLC17,017$0.82M0.1%N/A0.012%Search for SEC Filing on Google Icon
5/24/2024PGGM Investments68,071$3.34M0.0%-1.6%0.049%Search for SEC Filing on Google Icon
5/21/2024Swedbank AB215,461$10.58M0.0%N/A0.154%Search for SEC Filing on Google Icon
5/20/2024EMC Capital Management5,512$0.27M0.2%-36.3%0.004%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank72,426$3.56M0.0%+13.7%0.052%Search for SEC Filing on Google Icon
5/17/2024Tidal Investments LLC16,217$0.80M0.0%-49.0%0.012%Search for SEC Filing on Google Icon
5/16/2024Redwood Investment Management LLC142,115$6.98M0.7%+13.6%0.102%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System144,926$7.12M0.0%-6.8%0.104%Search for SEC Filing on Google Icon
5/16/2024Janus Henderson Group PLC94,270$4.63M0.0%+24.5%0.068%Search for SEC Filing on Google Icon
5/16/2024Caxton Associates LP10,380$0.51M0.0%N/A0.007%Search for SEC Filing on Google Icon
5/15/2024Ascent Group LLC18,451$0.91M0.1%+2.8%0.013%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio61,662$3.03M0.0%-9.2%0.044%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement Association of Colorado15,549$0.76M0.0%-11.8%0.011%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD580,227$28.50M0.0%+576.5%0.416%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC5,295,911$260.08M0.3%+11.8%3.796%Search for SEC Filing on Google Icon
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
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: $56.95
Low: $55.88
High: $57.09

50 Day Range

MA: $53.05
Low: $48.93
High: $57.23

52 Week Range

Now: $56.95
Low: $33.01
High: $57.69

Volume

551,460 shs

Average Volume

1,084,347 shs

Market Capitalization

$7.95 billion

P/E Ratio

13.03

Dividend Yield

2.29%

Beta

0.68

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. Bank of New York Mellon Corp — 1.25%
  2. Retirement Systems of Alabama — 0.26%
  3. Swedbank AB — 0.15%
  4. Sound Income Strategies LLC — 0.15%
  5. New York State Teachers Retirement System — 0.13%
  6. Raymond James & Associates — 0.12%
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. Sound Income Strategies LLC
  2. Bank of New York Mellon Corp
  3. QRG Capital Management Inc.
  4. New York State Teachers Retirement System
  5. Wedge Capital Management L L P NC
  6. Hennion & Walsh Asset Management Inc.
  7. Retirement Systems of Alabama
  8. First Citizens Bank & Trust Co.
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. SG Americas Securities LLC
  2. Kessler Investment Group LLC
  3. Raymond James & Associates
  4. CWM LLC
  5. Nisa Investment Advisors LLC
  6. Lecap Asset Management Ltd.
  7. Pallas Capital Advisors LLC
  8. My Legacy Advisors LLC
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.
This student turned $1,300 into $45,000 in just 4 Months!
From Monument Traders Alliance   |   Ad
With the help of S.A.M. (my new AI-powered scanner) it's now easier than ever to find these unique trades... In fact, it just detected a move happening this MONDAY.
See here to see the full details.