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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: $32.85
Price Change: ▼ Price Decrease of -0.03 (-0.09%)
As of 02/9/2026 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  
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
2/9/2026Kingsview Wealth Management LLC165,431$7.21M0.1%-14.4%0.131%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC2,890,440$125.99M0.0%-2.5%2.280%Search for SEC Filing on Google Icon
2/9/2026Optimist Retirement Group LLC42,308$1.84M0.8%+1.3%0.033%Search for SEC Filing on Google Icon
2/9/2026Royce & Associates LP316,067$13.77M0.1%+47.3%0.249%Search for SEC Filing on Google Icon
2/9/2026Ceera Investments LLC10,580$0.46M0.2%-48.4%0.008%Search for SEC Filing on Google Icon
2/9/2026Harbour Investments Inc.12,139$0.53M0.0%+45.8%0.010%Search for SEC Filing on Google Icon
2/9/2026Legal & General Group Plc202,168$8.81M0.0%-23.2%0.159%Search for SEC Filing on Google Icon
2/9/2026Morningstar Investment Management LLC16,692$0.73M0.0%-83.9%0.013%Search for SEC Filing on Google Icon
2/9/2026New Age Alpha Advisors LLC14,431$0.63M0.0%-49.0%0.011%Search for SEC Filing on Google Icon
2/9/2026Hantz Financial Services Inc.3,296$0.14M0.0%+144.7%0.003%Search for SEC Filing on Google Icon
2/9/2026Swedbank AB345,643$15.06M0.0%-0.1%0.273%Search for SEC Filing on Google Icon
2/9/2026Catalyst Funds Management Pty Ltd4,600$0.20M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/9/2026Jefferies Financial Group Inc.45,038$1.96M0.0%+68.0%0.036%Search for SEC Filing on Google Icon
2/9/2026MQS Management LLC5,078$0.22M0.1%N/A0.004%Search for SEC Filing on Google Icon
2/6/2026EverSource Wealth Advisors LLC2,361$0.10M0.0%+69.1%0.002%Search for SEC Filing on Google Icon
2/6/2026LSV Asset Management1,534,451$66.87M0.1%+3.8%1.214%Search for SEC Filing on Google Icon
2/6/2026Global Retirement Partners LLC3,577$0.16M0.0%+113.9%0.003%Search for SEC Filing on Google Icon
2/6/2026IFP Advisors Inc1,477$64K0.0%-73.5%0.001%Search for SEC Filing on Google Icon
2/6/2026Covestor Ltd2,069$91K0.0%+47.9%0.002%Search for SEC Filing on Google Icon
2/6/2026PNC Financial Services Group Inc.18,077$0.79M0.0%-2.2%0.014%Search for SEC Filing on Google Icon
2/6/2026Handelsbanken Fonder AB49,300$2.15M0.0%+46.7%0.039%Search for SEC Filing on Google Icon
2/6/2026ProShare Advisors LLC5,070$0.22M0.0%-11.0%0.004%Search for SEC Filing on Google Icon
2/6/2026HighTower Advisors LLC15,576$0.68M0.0%-18.3%0.012%Search for SEC Filing on Google Icon
2/6/2026Envestnet Portfolio Solutions Inc.22,496$0.98M0.0%+1.4%0.018%Search for SEC Filing on Google Icon
2/5/2026TD Private Client Wealth LLC7,619$0.33M0.0%+173.0%0.006%Search for SEC Filing on Google Icon
2/5/2026Chase Investment Counsel Corp30,000$1.31M0.4%+25.0%0.024%Search for SEC Filing on Google Icon
2/5/2026North Dakota State Investment Board4,654$0.20M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/5/2026Northwestern Mutual Investment Management Company LLC28,286$1.23M0.0%-5.2%0.022%Search for SEC Filing on Google Icon
2/5/2026Northwestern Mutual Wealth Management Co.597,651$26.05M0.0%+71,048.9%0.473%Search for SEC Filing on Google Icon
2/5/2026Arbejdsmarkedets Tillaegspension555,637$24.22M0.6%N/A0.439%Search for SEC Filing on Google Icon
2/5/2026New York Life Investment Management LLC11,461$0.50M0.0%-14.9%0.009%Search for SEC Filing on Google Icon
2/4/2026Oregon Public Employees Retirement Fund25,224$1.10M0.0%-6.3%0.020%Search for SEC Filing on Google Icon
2/4/2026VIRGINIA RETIREMENT SYSTEMS ET Al41,200$1.80M0.0%+23.4%0.033%Search for SEC Filing on Google Icon
2/4/2026Versor Investments LP20,100$0.88M0.1%+20.8%0.016%Search for SEC Filing on Google Icon
2/4/2026Swiss Life Asset Management Ltd10,534$0.46M0.0%+73.3%0.008%Search for SEC Filing on Google Icon
2/4/2026Securian Asset Management Inc.9,213$0.40M0.0%-8.1%0.007%Search for SEC Filing on Google Icon
2/4/2026Midwest Trust Co170,328$7.42M0.1%-2.0%0.135%Search for SEC Filing on Google Icon
2/3/2026NewEdge Wealth LLC843,749$36.77M0.4%+0.0%0.667%Search for SEC Filing on Google Icon
2/3/2026Crossmark Global Holdings Inc.135,875$5.92M0.1%-12.1%0.107%Search for SEC Filing on Google Icon
2/3/2026Ethic Inc.17,561$0.77M0.0%-10.9%0.014%Search for SEC Filing on Google Icon
2/3/2026Sequoia Financial Advisors LLC24,795$1.08M0.0%+19.2%0.020%Search for SEC Filing on Google Icon
2/3/2026Gateway Investment Advisers LLC4,826$0.21M0.0%+20.7%0.004%Search for SEC Filing on Google Icon
2/3/2026Swedbank AB345,643$15.06M0.0%-0.1%0.273%Search for SEC Filing on Google Icon
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
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: $32.85
Low: $32.22
High: $33.04

50 Day Range

MA: $41.52
Low: $32.85
High: $45.01

52 Week Range

Now: $32.85
Low: $32.22
High: $64.62

Volume

2,811,246 shs

Average Volume

2,406,446 shs

Market Capitalization

$4.16 billion

P/E Ratio

7.59

Dividend Yield

5.11%

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. Geode Capital Management LLC — 2.28%
  3. LSV Asset Management — 1.21%
  4. UBS Group AG — 0.74%
  5. NewEdge Wealth LLC — 0.67%
  6. Boston Trust Walden Corp — 0.61%
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. Morningstar Investment Management LLC
  4. Boston Trust Walden Corp
  5. Geode Capital Management LLC
  6. Truist Financial Corp
  7. Legal & General Group Plc
  8. Kingsview Wealth Management LLC

Which institutional investors are buying H&R Block stock?

Within the last quarter, HRB stock was acquired by institutional investors including:
  1. Northwestern Mutual Wealth Management Co.
  2. Arbejdsmarkedets Tillaegspension
  3. M&T Bank Corp
  4. UBS Group AG
  5. Royce & Associates LP
  6. Sound Income Strategies LLC
  7. LSV Asset Management
  8. Mitsubishi UFJ Trust & Banking Corp