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HRB Insider Trading (H&R Block)

Insider Ownership Percentage: 0.74%
Insider Buying (Last 12 Months): $429,631.50
Insider Selling (Last 12 Months): $0.00

H&R Block Insider Trading History Chart

H&R Block Share Price & Price History

▲ +0.18 (0.94%)
As of 02/26/2021 01:00 AM ET
Days: 30 | 90 | 365
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H&R Block Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
12/21/2020Jeffrey J Jones IICEOBuy3,310$15.05$49,815.50346,097  
9/3/2020Jeffrey J Jones IICEOBuy13,150$15.04$197,776.00338,152  
9/3/2020Robert A GerardDirectorBuy12,000$15.17$182,040.00194,188  
7/2/2019Kellie J LogerwellVPSell3,000$28.68$86,040.007,941  
8/30/2018Thomas A GerkeInsiderSell70,000$26.54$1,857,800.0068,073  
6/22/2018Robert A GerardDirectorBuy1,000$23.18$23,180.00148,579  
See Full Table

SEC Filings (Institutional Ownership Changes) for H&R Block (NYSE:HRB)

89.34% 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

H&R Block Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/25/2021Dimensional Fund Advisors LP1,626,989$25.80M0.0%-0.2%0.887%
2/24/2021Virtu Financial LLC17,921$0.28M0.0%N/A0.010%
2/23/2021Principal Financial Group Inc.804,895$12.77M0.0%+36.5%0.439%
2/19/2021JPMorgan Chase & Co.792,057$12.56M0.0%-51.8%0.432%
2/18/2021Verition Fund Management LLC11,315$0.18M0.0%-31.9%0.006%
2/18/2021Capital Advisory Group Advisory Services LLC11,034$0.18M0.1%+23.9%0.006%
2/18/2021Truist Financial Corp91,007$1.44M0.0%+57.9%0.050%
2/17/2021Voloridge Investment Management LLC84,286$1.34M0.0%-81.6%0.046%
2/17/2021United Capital Financial Advisers LLC75,410$1.20M0.0%+12.2%0.041%
2/17/2021Mork Capital Management LLC64,500$1.02M0.7%N/A0.035%
2/17/2021Canada Pension Plan Investment Board2,543$40K0.0%-90.5%0.001%
2/17/2021Cetera Investment Advisers16,831$0.27M0.0%N/A0.009%
2/16/2021Squarepoint Ops LLC968,337$15.36M0.1%-30.6%0.528%
2/16/2021MARSHALL WACE ASIA Ltd61,251$0.97M0.0%N/A0.033%
2/16/2021Morgan Stanley1,887,268$29.93M0.0%+306.8%1.029%
2/16/2021Paloma Partners Management Co42,540$0.68M0.0%N/A0.023%
2/16/2021LMR Partners LLP80,534$1.28M0.0%-81.1%0.044%
2/16/2021River & Mercantile Asset Management LLP98,260$1.56M0.1%-27.5%0.054%
2/16/2021Neo Ivy Capital Management8,401$0.13M0.1%+49.5%0.005%
2/16/2021Nuveen Asset Management LLC1,081,860$17.16M0.0%-8.1%0.590%
2/16/2021Guggenheim Capital LLC106,225$1.69M0.0%+10.3%0.058%
2/16/2021Price T Rowe Associates Inc. MD69,117$1.10M0.0%+40.0%0.038%
2/16/2021Amundi Pioneer Asset Management Inc.417,172$6.62M0.0%+15.2%0.227%
2/16/2021Virginia Retirement Systems ET AL40,100$0.64M0.0%+30.6%0.022%
2/16/2021ETF Managers Group LLC21,071$0.33M0.0%+15.7%0.011%
2/16/2021Schroder Investment Management Group782,206$12.41M0.0%-37.8%0.426%
2/16/2021Gyon Technologies Capital Management LP13,224$0.21M0.1%N/A0.007%
2/16/2021Charles Schwab Investment Management Inc.1,068,920$16.95M0.0%-2.6%0.583%
2/13/2021American International Group Inc.332,735$5.28M0.0%-6.4%0.181%
2/12/2021Stifel Financial Corp106,972$1.70M0.0%-15.2%0.058%
2/12/2021CWM Advisors LLC14,312$0.23M0.1%N/A0.008%
2/12/2021Inspire Advisors LLC5,435$86K0.0%N/A0.003%
2/12/2021Federated Hermes Inc.64,670$1.03M0.0%+61.3%0.035%
2/12/2021Raymond James Financial Services Advisors Inc.99,852$1.58M0.0%+411.2%0.054%
2/12/2021LPL Financial LLC72,579$1.15M0.0%+31.6%0.040%
2/12/2021Public Employees Retirement System of Ohio94,805$1.50M0.0%+9.6%0.052%
2/12/2021The Manufacturers Life Insurance Company 220,576$3.50M0.0%-12.7%0.120%
2/12/2021Credit Suisse AG265,752$4.22M0.0%-28.5%0.145%
2/12/2021Cibc World Markets Corp131,200$2.08M0.0%N/A0.072%
2/12/2021Healthcare of Ontario Pension Plan Trust Fund6,673$0.11M0.0%N/A0.004%
2/12/2021Mercer Global Advisors Inc. ADV99,363$1.58M0.0%-2.3%0.054%
2/11/2021Lazard Asset Management LLC8,272,674$131.20M0.2%+64.2%4.510%
2/11/2021Kestrel Investment Management Corp322,350$5.11M2.5%N/A0.176%
2/11/2021Fuller & Thaler Asset Management Inc.3,765,576$59.72M0.6%+161.6%2.053%
2/11/2021Quinn Opportunity Partners LLC135,500$2.15M0.2%+81.9%0.074%
2/11/2021Northern Trust Corp2,108,299$33.44M0.0%-3.0%1.149%
2/11/2021Public Employees Retirement Association of Colorado29,907$0.47M0.0%-5.5%0.016%
2/11/2021Teacher Retirement System of Texas17,763$0.28M0.0%+59.4%0.010%
2/11/2021Dynamic Technology Lab Private Ltd33,759$0.54M0.1%-27.0%0.018%
2/10/2021Rhumbline Advisers528,355$8.38M0.0%+5.5%0.288%
2/10/2021Renaissance Technologies LLC67,800$1.08M0.0%-96.3%0.037%
2/10/2021QS Investors LLC47,460$0.75M0.0%+140.8%0.026%
2/10/2021Financial Counselors Inc.250,536$3.97M0.1%-0.7%0.137%
2/10/2021Level Four Advisory Services LLC11,042$0.18M0.0%-11.8%0.006%
2/10/2021Jupiter Asset Management Ltd.13,829,552$219.34M2.2%+6.1%7.540%
2/10/2021Panagora Asset Management Inc.3,003$48K0.0%-92.8%0.002%
2/10/2021KBC Group NV1,849$29K0.0%-98.7%0.001%
2/10/2021Artisan Partners Limited Partnership2,904,715$46.07M0.1%-7.3%1.584%
2/10/2021HighTower Advisors LLC74,470$1.18M0.0%N/A0.041%
2/9/2021Wells Fargo & Company MN186,450$2.96M0.0%-11.5%0.102%
2/9/2021Hancock Whitney Corp12,650$0.20M0.0%N/A0.007%
2/9/2021Bessemer Group Inc.1,738$28K0.0%-91.5%0.001%
2/9/2021Duality Advisers LP332,634$5.28M0.4%+309.5%0.181%
2/9/2021Sawtooth Solutions LLC16,402$0.26M0.0%-4.1%0.009%
2/9/2021ClariVest Asset Management LLC24,796$0.39M0.0%+4,060.4%0.014%
2/9/2021Meeder Asset Management Inc.3,193$51K0.0%-87.1%0.002%
2/9/2021Seven Eight Capital LP34,300$0.54M0.1%-39.2%0.019%
2/9/2021Clark Estates Inc. NY171,000$2.71M0.4%N/A0.093%
2/9/2021Bank of New York Mellon Corp4,227,703$67.05M0.0%-26.6%2.305%
2/9/2021Illinois Municipal Retirement Fund29,523$0.47M0.0%N/A0.016%
2/9/2021Ruffer LLP72,938$1.16M0.0%+59.6%0.040%
2/9/2021Sigma Planning Corp10,678$0.17M0.0%N/A0.006%
2/9/2021Oregon Public Employees Retirement Fund64,041$1.02M0.0%+73.1%0.035%
2/9/2021OmniStar Financial Group Inc.49,266$0.78M0.5%+85.8%0.027%
2/9/2021CI Investments Inc.36,546$0.58M0.0%+2.8%0.020%
2/9/2021ProShare Advisors LLC15,099$0.24M0.0%-81.2%0.008%
2/8/2021Alliancebernstein L.P.299,949$4.76M0.0%-5.3%0.164%
2/8/2021Principal Financial Group Inc.804,895$12.77M0.0%+36.5%0.439%
2/8/2021Fox Run Management L.L.C.36,927$0.59M1.2%+200.7%0.020%
2/8/2021New York State Common Retirement Fund290,158$4.60M0.0%+4.1%0.158%
2/8/2021Sei Investments Co.241,523$3.81M0.0%-74.2%0.132%
2/8/2021Russell Investments Group Ltd.123,139$1.94M0.0%-84.3%0.067%
2/6/2021Jennison Associates LLC198,946$3.16M0.0%N/A0.108%
2/5/2021Gamco Investors INC. ET AL49,056$0.78M0.0%-5.9%0.027%
2/5/2021Gabelli Funds LLC232,500$3.69M0.0%-7.2%0.127%
2/5/2021Convergence Investment Partners LLC78,463$1.24M0.6%+75.3%0.043%
2/5/2021BlackRock Inc.21,947,874$348.09M0.0%+2.3%11.966%
2/5/2021Aperio Group LLC107,028$1.70M0.0%-2.3%0.058%
2/5/2021Sumitomo Mitsui Trust Holdings Inc.34,300$0.54M0.0%-14.9%0.019%
2/5/2021Alpha Omega Wealth Management LLC13,790$0.22M0.0%-5.3%0.008%
2/5/2021US Bancorp DE22,571$0.36M0.0%-47.6%0.012%
2/4/2021Los Angeles Capital Management LLC532,076$8.44M0.0%-5.2%0.290%
2/4/2021RSM US Wealth Management LLC14,182$0.23M0.0%-10.3%0.008%
2/4/2021Foundry Partners LLC436,820$6.93M0.3%+44.3%0.238%
2/4/2021WBI Investments53,648$0.85M0.1%N/A0.029%
2/4/2021Texas Permanent School Fund147,276$2.34M0.0%-18.3%0.080%
2/4/2021Cambridge Investment Research Advisors Inc.15,827$0.25M0.0%-52.7%0.009%
2/4/2021State of Wisconsin Investment Board24,923$0.40M0.0%-4.0%0.014%
2/3/2021TSP Capital Management Group LLC25,500$0.40M0.1%-8.9%0.014%
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, do-it-yourself (DIY) tax, and virtual tax preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or by franchisees. It also develops and markets DIY income tax preparation software online, as well as through third-party retail stores and direct mail; and provides DIY tax services, including federal and state income tax returns, access to tax tips, advice and tax-related news, use of calculators for tax planning, and error checking and electronic filing. In addition, the company offers 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. Further, it provides small business financial solutions through its company-owned or franchise offices, and online. H&R Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri.
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Today's Range

Now: $19.23

50 Day Range

MA: $17.97

52 Week Range

Now: $19.23


3,656,302 shs

Average Volume

2,871,599 shs

Market Capitalization

$3.53 billion

P/E Ratio


Dividend Yield




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. Kellie J Logerwell (VP)

Who are the major institutional investors of H&R Block?

H&R Block's top institutional shareholders include:
  1. BlackRock Inc. — 11.97%
  2. Jupiter Asset Management Ltd. — 7.54%
  3. Lazard Asset Management LLC — 4.51%
  4. Bank of New York Mellon Corp — 2.30%
  5. Fuller & Thaler Asset Management Inc. — 2.05%
  6. Artisan Partners Limited Partnership — 1.58%

Which institutional investors are selling H&R Block stock?

During the previous quarter, HRB stock was sold by these institutional investors:
  1. Renaissance Technologies LLC
  2. Bank of New York Mellon Corp
  3. JPMorgan Chase & Co.
  4. Sei Investments Co.
  5. Russell Investments Group Ltd.
  6. Swedbank
  7. Schroder Investment Management Group
  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. Lazard Asset Management LLC
  2. Fuller & Thaler Asset Management Inc.
  3. Morgan Stanley
  4. Jupiter Asset Management Ltd.
  5. BlackRock Inc.
  6. First Trust Advisors LP
  7. Kestrel Investment Management Corp
  8. Duality Advisers LP
In the last year, these company insiders have bought H&R Block stock:
  1. Jeffrey J Jones II (CEO)
  2. Robert A Gerard (Director)
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