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HRB Insider Trading

Insider Ownership Percentage: 1.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $9,970,441.82

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: $52.04
Price Change: ▼ Price Decrease of -0.093 (-0.18%)
As of 03/18/2025 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
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  
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  
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
3/18/2025California State Teachers Retirement System130,544$6.90M0.0%-1.6%0.098%Search for SEC Filing on Google Icon
3/17/2025Wealth Enhancement Advisory Services LLC21,338$1.13M0.0%-16.8%0.016%Search for SEC Filing on Google Icon
2/27/2025Jefferies Financial Group Inc.4,758$0.25M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/20/2025Mackenzie Financial Corp58,553$3.09M0.0%-4.5%0.044%Search for SEC Filing on Google Icon
2/19/2025Auxier Asset Management46,697$2.47M0.4%-5.7%0.035%Search for SEC Filing on Google Icon
2/19/2025Invst LLC18,187$0.96M0.1%+1.5%0.014%Search for SEC Filing on Google Icon
2/19/2025Public Employees Retirement System of Ohio50,889$2.69M0.0%N/A0.038%Search for SEC Filing on Google Icon
2/18/2025CSS LLC IL27,138$1.43M0.1%+118.0%0.020%Search for SEC Filing on Google Icon
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC822,378$43.45M0.0%+17.8%0.600%Search for SEC Filing on Google Icon
2/17/2025Vident Advisory LLC20,094$1.06M0.0%+280.9%0.015%Search for SEC Filing on Google Icon
2/17/2025Sovereign s Capital Management LLC15,926$0.84M0.5%N/A0.012%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP36,452$1.93M0.0%-8.7%0.027%Search for SEC Filing on Google Icon
2/17/2025Tidal Investments LLC12,611$0.67M0.0%-35.3%0.009%Search for SEC Filing on Google Icon
2/17/2025Teza Capital Management LLC9,208$0.49M0.1%-78.5%0.007%Search for SEC Filing on Google Icon
2/17/2025Sherbrooke Park Advisers LLC17,656$0.93M0.3%N/A0.013%Search for SEC Filing on Google Icon
2/17/2025Royal Bank of Canada1,234,187$65.22M0.0%+0.2%0.901%Search for SEC Filing on Google Icon
2/17/2025Raiffeisen Bank International AG5,114$0.27M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/17/2025Redwood Investment Management LLC102,452$5.41M0.5%+34.2%0.075%Search for SEC Filing on Google Icon
2/17/2025ProShare Advisors LLC6,412$0.34M0.0%+5.4%0.005%Search for SEC Filing on Google Icon
2/17/2025Quantinno Capital Management LP44,845$2.37M0.0%-23.6%0.033%Search for SEC Filing on Google Icon
2/17/2025Man Group plc72,619$3.84M0.0%+140.0%0.053%Search for SEC Filing on Google Icon
2/17/2025Nomura Holdings Inc.18,184$0.96M0.0%N/A0.013%Search for SEC Filing on Google Icon
2/17/2025Nuveen Asset Management LLC649,361$34.31M0.0%-17.5%0.474%Search for SEC Filing on Google Icon
2/17/2025Occudo Quantitative Strategies LP15,659$0.83M0.1%N/A0.011%Search for SEC Filing on Google Icon
2/17/2025OMERS ADMINISTRATION Corp26,600$1.41M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/17/2025NDVR Inc.4,873$0.26M0.2%+7.9%0.004%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC131,151$6.93M0.0%-54.9%0.096%Search for SEC Filing on Google Icon
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,182$62K0.0%-20.6%0.001%Search for SEC Filing on Google Icon
2/17/2025Lazard Asset Management LLC2,585,026$136.59M0.2%+36.8%1.886%Search for SEC Filing on Google Icon
2/17/2025Janus Henderson Group PLC64,840$3.43M0.0%+3.2%0.047%Search for SEC Filing on Google Icon
2/17/2025Jefferies Financial Group Inc.4,758$0.25M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/17/2025Focus Partners Wealth23,175$1.25M0.0%+227.9%0.017%Search for SEC Filing on Google Icon
2/17/2025Ensign Peak Advisors Inc52,299$2.76M0.0%-36.4%0.038%Search for SEC Filing on Google Icon
2/17/2025Ethic Inc.13,996$0.74M0.0%+26.5%0.010%Search for SEC Filing on Google Icon
2/17/2025FORA Capital LLC20,327$1.07M0.1%N/A0.015%Search for SEC Filing on Google Icon
2/17/2025Clark Capital Management Group Inc.764,320$40.39M0.3%+0.7%0.558%Search for SEC Filing on Google Icon
2/17/2025Deutsche Bank AG44,395$2.35M0.0%+2.6%0.032%Search for SEC Filing on Google Icon
2/17/2025EP Wealth Advisors LLC4,525$0.24M0.0%+6.6%0.003%Search for SEC Filing on Google Icon
2/17/2025Cresset Asset Management LLC9,584$0.51M0.0%-63.6%0.007%Search for SEC Filing on Google Icon
2/17/2025Crestline Management LP26,920$1.42M0.0%N/A0.020%Search for SEC Filing on Google Icon
2/17/2025Cetera Investment Advisers37,598$1.99M0.0%+13.0%0.027%Search for SEC Filing on Google Icon
2/17/2025Centiva Capital LP15,581$0.82M0.0%-53.2%0.011%Search for SEC Filing on Google Icon
2/17/2025BOKF NA12,831$0.69M0.0%+2,100.9%0.009%Search for SEC Filing on Google Icon
2/17/2025Cahill Financial Advisors Inc.4,355$0.23M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/17/2025Captrust Financial Advisors7,707$0.41M0.0%-31.0%0.006%Search for SEC Filing on Google Icon
2/17/2025Caxton Associates LP10,253$0.54M0.0%-62.2%0.007%Search for SEC Filing on Google Icon
2/17/2025BW Gestao de Investimentos Ltda.20,100$1.06M0.0%N/A0.015%Search for SEC Filing on Google Icon
2/17/2025Balyasny Asset Management L.P.4,951$0.26M0.0%-29.5%0.004%Search for SEC Filing on Google Icon
2/17/2025Baird Financial Group Inc.17,099$0.90M0.0%+9.5%0.012%Search for SEC Filing on Google Icon
2/17/2025Bayesian Capital Management LP14,427$0.76M0.1%-32.4%0.011%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE914,884$48.34M0.0%+88.3%0.668%Search for SEC Filing on Google Icon
2/17/2025BNP Paribas Financial Markets608,738$32.17M0.0%+18.2%0.444%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.331,502$17.53M0.0%+47.5%0.242%Search for SEC Filing on Google Icon
2/17/2025AXA S.A.33,815$1.79M0.0%+97.8%0.025%Search for SEC Filing on Google Icon
2/14/2025Mercer Global Advisors Inc. ADV33,479$1.77M0.0%N/A0.024%Search for SEC Filing on Google Icon
2/14/2025Caisse DE Depot ET Placement DU Quebec52,170$2.76M0.0%-36.8%0.038%Search for SEC Filing on Google Icon
2/14/2025Comerica Bank110,603$5.84M0.0%+1.7%0.081%Search for SEC Filing on Google Icon
2/14/2025Kapitalo Investimentos Ltda1,614$85K0.1%N/A0.001%Search for SEC Filing on Google Icon
2/14/2025Schonfeld Strategic Advisors LLC8,312$0.44M0.0%+5.2%0.006%Search for SEC Filing on Google Icon
2/14/2025AQR Capital Management LLC2,250,059$118.87M0.2%+5.6%1.642%Search for SEC Filing on Google Icon
2/14/2025AdvisorShares Investments LLC7,600$0.40M0.1%N/A0.006%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp2,345,222$123.92M0.0%+8.9%1.711%Search for SEC Filing on Google Icon
2/14/2025The Manufacturers Life Insurance Company 108,973$5.76M0.0%-3.4%0.080%Search for SEC Filing on Google Icon
2/14/2025Public Employees Retirement Association of Colorado14,802$0.78M0.0%-2.9%0.011%Search for SEC Filing on Google Icon
2/14/2025Quarry LP3,700$0.20M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/14/2025Boothbay Fund Management LLC10,098$0.53M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/14/2025Susquehanna Fundamental Investments LLC5,800$0.31M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/14/2025Coldstream Capital Management Inc.4,630$0.25M0.0%-5.1%0.003%Search for SEC Filing on Google Icon
2/14/2025Nebula Research & Development LLC11,579$0.61M0.1%-47.3%0.008%Search for SEC Filing on Google Icon
2/14/2025Hancock Whitney Corp11,944$0.63M0.0%-23.7%0.009%Search for SEC Filing on Google Icon
2/14/2025Voya Investment Management LLC337,931$17.86M0.0%+2.2%0.247%Search for SEC Filing on Google Icon
2/14/2025Fuller & Thaler Asset Management Inc.4,701,896$248.45M0.9%+12.5%3.431%Search for SEC Filing on Google Icon
2/14/2025Pinebridge Investments L.P.44,130$2.33M0.0%+35.7%0.032%Search for SEC Filing on Google Icon
2/14/2025Price T Rowe Associates Inc. MD967,369$51.12M0.0%-0.5%0.706%Search for SEC Filing on Google Icon
2/14/2025Hsbc Holdings PLC22,981$1.21M0.0%+293.0%0.017%Search for SEC Filing on Google Icon
2/14/2025Stifel Financial Corp61,897$3.27M0.0%-4.7%0.045%Search for SEC Filing on Google Icon
2/14/2025State of Tennessee Department of Treasury55,436$2.93M0.0%-2.7%0.040%Search for SEC Filing on Google Icon
2/14/2025Tower Research Capital LLC TRC 11,752$0.62M0.0%+280.0%0.009%Search for SEC Filing on Google Icon
2/14/2025Teachers Retirement System of The State of Kentucky47,628$2.52M0.0%-4.3%0.035%Search for SEC Filing on Google Icon
2/14/2025MetLife Investment Management LLC78,475$4.15M0.0%+7.0%0.059%Search for SEC Filing on Google Icon
2/14/2025Natixis10,941$0.58M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/14/2025BI Asset Management Fondsmaeglerselskab A S65,155$3.44M0.0%N/A0.049%Search for SEC Filing on Google Icon
2/14/2025Dimensional Fund Advisors LP2,335,353$123.40M0.0%+1.3%1.745%Search for SEC Filing on Google Icon
2/14/2025First Trust Advisors LP389,955$20.61M0.0%-9.1%0.291%Search for SEC Filing on Google Icon
2/14/2025GeoWealth Management LLC1,612$85K0.0%+87.0%0.001%Search for SEC Filing on Google Icon
2/13/2025CANADA LIFE ASSURANCE Co123,685$6.54M0.0%-34.0%0.090%Search for SEC Filing on Google Icon
2/13/2025MSH Capital Advisors LLC17,537$0.93M0.3%N/A0.013%Search for SEC Filing on Google Icon
2/13/2025Zacks Investment Management38,774$2.05M0.0%+17.8%0.028%Search for SEC Filing on Google Icon
2/13/2025NewEdge Advisors LLC36,585$1.93M0.0%+8.6%0.027%Search for SEC Filing on Google Icon
2/13/2025Bridgewater Associates LP440,476$23.28M0.1%+42.2%0.321%Search for SEC Filing on Google Icon
2/13/2025Ontario Teachers Pension Plan Board24,457$1.29M0.0%+75.1%0.018%Search for SEC Filing on Google Icon
2/13/2025Guggenheim Capital LLC11,172$0.59M0.0%-48.5%0.008%Search for SEC Filing on Google Icon
2/13/2025Mariner LLC52,170$2.76M0.0%+10.7%0.038%Search for SEC Filing on Google Icon
2/13/2025Summit Investment Advisors Inc.27,450$1.45M1.3%-4.2%0.020%Search for SEC Filing on Google Icon
2/13/2025Advisors Capital Management LLC8,261$0.44M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/13/2025TCM Advisors LLC10,600$0.56M0.1%-15.9%0.008%Search for SEC Filing on Google Icon
2/13/2025Townsquare Capital LLC12,824$0.68M0.0%+18.1%0.009%Search for SEC Filing on Google Icon
2/13/2025Rockefeller Capital Management L.P.52,489$2.77M0.0%-2.1%0.038%Search for SEC Filing on Google Icon
2/13/2025Sterling Capital Management LLC24,572$1.30M0.0%+6.3%0.018%Search for SEC Filing on Google Icon
2/13/2025Treasurer of the State of North Carolina109,456$5.78M0.0%+2.1%0.080%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: $52.04
Low: $51.18
High: $52.44

50 Day Range

MA: $53.51
Low: $49.86
High: $56.05

52 Week Range

Now: $52.04
Low: $45.87
High: $68.45

Volume

1,586,782 shs

Average Volume

1,185,223 shs

Market Capitalization

$6.97 billion

P/E Ratio

14.34

Dividend Yield

3.00%

Beta

0.65

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. Richard A Johnson (Director)
  5. Kellie J Logerwell (VP)
  6. 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. FMR LLC — 10.51%
  2. Vanguard Group Inc. — 10.40%
  3. Charles Schwab Investment Management Inc. — 3.81%
  4. Fuller & Thaler Asset Management Inc. — 3.43%
  5. Boston Partners — 3.28%
  6. Pacer Advisors Inc. — 2.00%
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. FMR LLC
  2. Renaissance Technologies LLC
  3. Victory Capital Management Inc.
  4. Wellington Management Group LLP
  5. Millennium Management LLC
  6. Nuveen Asset Management LLC
  7. American Century Companies Inc.
  8. Parallax Volatility Advisers L.P.
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)
  4. Richard A Johnson (Director)
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. Boston Partners
  2. Norges Bank
  3. Lazard Asset Management LLC
  4. Fuller & Thaler Asset Management Inc.
  5. Boston Trust Walden Corp
  6. Pacer Advisors Inc.
  7. Bank of America Corp DE
  8. Invesco Ltd.
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.