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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: $29.70
Price Change: ▼ Price Decrease of -1.382 (-4.45%)
As of 05/5/2026 01:12 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
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
2/18/2026Auxier Asset Management LLC45,292$1.97M0.3%-1.6%0.036%Search for SEC Filing on Google Icon
2/17/2026Freestone Grove Partners LP25,235$1.10M0.0%+9.8%0.020%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC5,314$0.23M0.0%-62.2%0.004%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC3,402,728$147M0.1%+31.2%2.684%Search for SEC Filing on Google Icon
2/17/2026Abel Hall LLC5,046$0.22M0.1%N/A0.004%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers30,156$1.31M0.0%-15.1%0.024%Search for SEC Filing on Google Icon
2/17/2026Lazard Asset Management LLC2,492,030$108.60M0.2%-22.4%1.966%Search for SEC Filing on Google Icon
2/17/2026Jain Global LLC8,580$0.37M0.0%-82.2%0.007%Search for SEC Filing on Google Icon
2/17/2026Amundi9,377$0.41M0.0%-90.6%0.007%Search for SEC Filing on Google Icon
2/17/2026iSAM Funds UK Ltd6,139$0.27M0.1%-68.3%0.005%Search for SEC Filing on Google Icon
2/17/2026FIL Ltd41,564$1.81M0.0%+230.8%0.033%Search for SEC Filing on Google Icon
2/17/2026Jump Financial LLC31,341$1.37M0.0%N/A0.025%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD640,918$27.93M0.0%-39.9%0.506%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.19,894$0.87M0.0%+2.9%0.016%Search for SEC Filing on Google Icon
2/17/2026Public Employees Retirement System of Ohio42,770$1.86M0.0%-7.4%0.034%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System133,636$5.82M0.0%+4.2%0.105%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.34,396$1.50M0.0%-15.1%0.027%Search for SEC Filing on Google Icon
2/17/2026Ibex Wealth Advisors104,731$4.56M0.4%+1.2%0.083%Search for SEC Filing on Google Icon
2/17/2026Atom Investors LP171,538$7.48M0.6%N/A0.135%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board67,607$2.95M0.0%-12.5%0.053%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors9,228$0.40M0.0%+7.2%0.007%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS11,990$0.52M0.0%-8.7%0.009%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada537,494$23.42M0.0%-66.3%0.424%Search for SEC Filing on Google Icon
2/17/2026Sovereign s Capital Management LLC23,316$1.02M0.6%-10.5%0.018%Search for SEC Filing on Google Icon
2/16/2026Vanguard Personalized Indexing Management LLC14,480$0.63M0.0%-14.6%0.011%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC9,144$0.40M0.0%-50.7%0.007%Search for SEC Filing on Google Icon
2/16/2026MML Investors Services LLC14,381$0.63M0.0%-5.2%0.011%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC44,637$1.95M0.0%-6.9%0.035%Search for SEC Filing on Google Icon
2/16/2026Motiv8 Investments LLC3,620$0.16M0.1%N/A0.003%Search for SEC Filing on Google Icon
2/16/2026Fieldview Capital Management LLC13,030$0.57M0.1%N/A0.010%Search for SEC Filing on Google Icon
2/16/2026Landscape Capital Management L.L.C.210,498$9.17M0.6%+46.1%0.166%Search for SEC Filing on Google Icon
2/16/2026Arax Advisory Partners1,742$76K0.0%-81.9%0.001%Search for SEC Filing on Google Icon
2/16/2026Aurora Investment Counsel36,798$1.60M0.8%-4.7%0.029%Search for SEC Filing on Google Icon
2/16/2026Arrowstreet Capital Limited Partnership1,794,481$78.20M0.0%-9.8%1.416%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC31,663$1.38M0.0%+11.4%0.025%Search for SEC Filing on Google Icon
2/13/2026Maverick Capital Ltd.114,426$4.99M0.1%N/A0.090%Search for SEC Filing on Google Icon
2/13/2026Marshall Wace LLP1,175,635$51.23M0.0%-1.9%0.927%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 88,952$3.88M0.0%-8.1%0.070%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co102,676$4.48M0.0%-2.9%0.081%Search for SEC Filing on Google Icon
2/13/2026Advisory Research Inc.17,526$0.76M0.1%+4.1%0.014%Search for SEC Filing on Google Icon
2/13/2026Bridgewater Associates LP455,655$19.86M0.1%-24.8%0.359%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp62,900$2.74M0.0%+34.3%0.050%Search for SEC Filing on Google Icon
2/13/2026Commerce Bank44,150$1.92M0.0%+1.0%0.035%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: $29.70
Low: $29.53
High: $31.01

50 Day Range

MA: $31.18
Low: $28.99
High: $32.68

52 Week Range

Now: $29.70
Low: $28.16
High: $64.62

Volume

925,854 shs

Average Volume

2,379,908 shs

Market Capitalization

$3.76 billion

P/E Ratio

6.85

Dividend Yield

5.38%

Beta

0.29

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. Boston Trust Walden Corp — 0.71%
  2. Prevatt Capital Ltd — 0.56%
  3. RWWM Inc. — 0.28%
  4. Principal Financial Group Inc. — 0.22%
  5. Sound Income Strategies LLC — 0.21%
  6. Midwest Trust Co — 0.13%
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. Burney Co.
  2. Hsbc Holdings PLC
  3. Ritholtz Wealth Management
  4. New York State Teachers Retirement System
  5. Midwest Trust Co
  6. Sterling Capital Management LLC
  7. Park National Corp OH
  8. Ifrah Financial Services Inc.

Which institutional investors are buying H&R Block stock?

Within the last quarter, HRB stock was acquired by institutional investors including:
  1. RWWM Inc.
  2. Prevatt Capital Ltd
  3. Sound Income Strategies LLC
  4. Boston Trust Walden Corp
  5. SG Americas Securities LLC
  6. Fifth Third Bancorp
  7. Y Intercept Hong Kong Ltd
  8. Louisiana State Employees Retirement System

H&R Block Active Insiders

Jeffrey J Jones II
Jeffrey J Jones II (Age 58)
CEO
2 recent trades
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