HRB Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.30%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $13,375,538.62

H&R Block Insider Trading History Chart

H&R Block Share Price & Price History

^$60.34

▼ -0.26 (-0.43%)

As of 04/29/2025 11:41 AM ET

Days: 30 | 90 | 365

H&R Block Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
4/16/2025	Jeffrey J. Jones, II	CEO	Sell	53,810	$63.28	$3,405,096.80	844,790
9/16/2024	Kellie J. Logerwell	VP	Sell	8,000	$64.41	$515,280.00	18,474
9/3/2024	Jeffrey J. Jones, II	CEO	Sell	9,722	$63.07	$613,166.54	893,169
8/19/2024	Dara S. Redler	Insider	Sell	9,100	$64.10	$583,310.00	22,066
8/19/2024	Kellie J. Logerwell	VP	Sell	9,846	$65.00	$639,990.00	25,028
8/19/2024	Tony G. Bowen	CFO	Sell	79,259	$65.17	$5,165,309.03	90,095
7/1/2024	Jeffrey J. Jones, II	CEO	Sell	44,975	$54.55	$2,453,386.25	712,386
2/23/2024	Jeffrey J. Jones, II	CEO	Sell	85,921	$49.21	$4,228,172.41	755,359
11/27/2023	Tony G. Bowen	CFO	Sell	46,892	$47.10	$2,208,613.20	125,591
9/11/2023	Kellie J. Logerwell	VP	Sell	8,000	$39.61	$316,880.00	27,721
8/16/2023	Jeffrey J. Jones, II	CEO	Sell	91,192	$38.00	$3,465,296.00	812,150
5/19/2023	Richard A. Johnson	Director	Buy	10,000	$29.54	$295,400.00	68,729
5/11/2023	Robert A. Gerard	Director	Buy	500	$32.13	$16,065.00	276,406
12/13/2022	Jeffrey J. Jones, II	CEO	Sell	18,009	$42.11	$758,358.99	657,977
11/3/2022	Robert A. Gerard	Director	Buy	500	$37.89	$18,945.00	262,227
9/7/2022	Karen A Orosco	Insider	Sell	50,000	$45.00	$2,250,000.00	89,733
8/18/2022	Kellie J. Logerwell	VP	Sell	6,500	$48.77	$317,005.00	18,791
8/18/2022	Tony G. Bowen	CFO	Sell	64,741	$48.35	$3,130,227.35	79,794
8/16/2022	Christianna Wood	Director	Sell	12,580	$46.96	$590,756.80	121,802

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

H&R Block Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/28/2025	D.A. Davidson & CO.	4,295	$0.24M	0.0%	-59.7%	0.003%
4/28/2025	Principal Financial Group Inc.	308,659	$16.95M	0.0%	-2.1%	0.231%
4/28/2025	Oregon Public Employees Retirement Fund	27,224	$1.50M	0.0%	-2.5%	0.020%
4/28/2025	Teacher Retirement System of Texas	38,903	$2.14M	0.0%	-69.0%	0.029%
4/28/2025	Miller Howard Investments Inc. NY	554,160	$30.43M	1.0%	N/A	0.414%
4/25/2025	Kendall Capital Management	54,750	$3.01M	0.9%	+4.2%	0.041%
4/25/2025	New York State Teachers Retirement System	152,644	$8.38M	0.0%	-7.8%	0.114%
4/25/2025	Amalgamated Bank	61,825	$3.40M	0.0%	-5.9%	0.046%
4/25/2025	Convergence Financial LLC	4,480	$0.25M	0.0%	N/A	0.003%
4/24/2025	CWC Advisors LLC.	10,359	$0.57M	0.3%	+31.9%	0.008%
4/24/2025	Allspring Global Investments Holdings LLC	100,601	$5.67M	0.0%	+98.1%	0.075%
4/24/2025	Kessler Investment Group LLC	17,245	$0.95M	0.5%	-5.9%	0.013%
4/24/2025	Mirae Asset Global Investments Co. Ltd.	1,013	$55K	0.0%	-99.0%	0.001%
4/24/2025	Illinois Municipal Retirement Fund	55,248	$3.03M	0.0%	+32.2%	0.041%
4/23/2025	Robeco Institutional Asset Management B.V.	293,294	$16.11M	0.0%	-38.0%	0.219%
4/23/2025	Sequoia Financial Advisors LLC	24,554	$1.35M	0.0%	N/A	0.018%
4/23/2025	Bessemer Group Inc.	2,228	$0.12M	0.0%	-14.5%	0.002%
4/23/2025	MOKAN Wealth Management Inc.	6,158	$0.34M	0.2%	-12.1%	0.005%
4/23/2025	Lecap Asset Management Ltd.	23,179	$1.27M	0.3%	+510.6%	0.017%
4/23/2025	Moran Wealth Management LLC	310,397	$17.04M	0.6%	-0.8%	0.232%
4/23/2025	Asset Management One Co. Ltd.	23,987	$1.32M	0.0%	N/A	0.018%
4/22/2025	Cambridge Investment Research Advisors Inc.	16,328	$0.90M	0.0%	+7.2%	0.012%
4/21/2025	Retirement Systems of Alabama	380,298	$20.88M	0.1%	-1.0%	0.284%
4/21/2025	Blue Trust Inc.	8,013	$0.44M	0.0%	+18.0%	0.006%
4/21/2025	Envestnet Portfolio Solutions Inc.	7,154	$0.39M	0.0%	-24.6%	0.005%
4/21/2025	Boston Trust Walden Corp	735,757	$40.40M	0.3%	+52.2%	0.550%
4/21/2025	CWA Asset Management Group LLC	22,426	$1.23M	0.1%	+32.8%	0.017%
4/17/2025	QRG Capital Management Inc.	21,869	$1.20M	0.0%	-4.5%	0.016%
4/17/2025	Sound Income Strategies LLC	143,325	$7.87M	0.5%	-22.3%	0.107%
4/17/2025	Ritholtz Wealth Management	32,605	$1.79M	0.1%	+1.3%	0.024%
4/16/2025	Wealth Enhancement Advisory Services LLC	15,950	$0.88M	0.0%	-25.3%	0.012%
4/16/2025	Salem Investment Counselors Inc.	1,458	$81K	0.0%	-33.7%	0.001%
4/15/2025	Fifth Third Bancorp	10,864	$0.60M	0.0%	+3.9%	0.008%
4/15/2025	SG Americas Securities LLC	14,514	$0.80M	0.0%	+140.6%	0.011%
4/15/2025	Abacus FCF Advisors LLC	74,038	$4.07M	0.6%	+14.8%	0.055%
4/15/2025	Ibex Wealth Advisors	194,888	$10.70M	1.4%	+0.7%	0.146%
4/15/2025	GAMMA Investing LLC	1,508	$83K	0.0%	+129.2%	0.001%
4/14/2025	Yousif Capital Management LLC	46,127	$2.53M	0.0%	-7.4%	0.034%
4/14/2025	Farther Finance Advisors LLC	16,543	$0.93M	0.0%	+25.8%	0.012%
4/14/2025	First Citizens Bank & Trust Co.	10,862	$0.60M	0.0%	+2.9%	0.008%
4/14/2025	Wedge Capital Management L L P NC	782,948	$42.99M	0.8%	-11.5%	0.585%
4/14/2025	Park Avenue Securities LLC	21,985	$1.21M	0.0%	+29.3%	0.016%
4/14/2025	Patriot Financial Group Insurance Agency LLC	12,500	$0.69M	0.1%	+22.9%	0.009%
4/14/2025	Wedmont Private Capital	9,116	$0.54M	0.0%	-5.1%	0.007%
4/14/2025	UMB Bank n.a.	5,480	$0.30M	0.0%	+16.9%	0.004%
4/11/2025	Next Level Private LLC	3,806	$0.21M	0.1%	N/A	0.003%
4/11/2025	Affinity Wealth Management LLC	12,337	$0.68M	0.1%	+19.3%	0.009%
4/11/2025	Vest Financial LLC	27,882	$1.53M	0.0%	N/A	0.021%
4/10/2025	Chesley Taft & Associates LLC	9,658	$0.53M	0.0%	+3.4%	0.007%
4/10/2025	Hennion & Walsh Asset Management Inc.	34,156	$1.88M	0.1%	-49.2%	0.026%
4/9/2025	NBC Securities Inc.	16,204	$0.89M	0.1%	+107,926.7%	0.012%
4/8/2025	Rhumbline Advisers	406,117	$22.30M	0.0%	-1.0%	0.303%
4/7/2025	GAMMA Investing LLC	82,804	$4.55M	0.0%	+12,484.2%	0.062%
3/18/2025	California State Teachers Retirement System	130,544	$6.90M	0.0%	-1.6%	0.098%
3/17/2025	Wealth Enhancement Advisory Services LLC	21,338	$1.13M	0.0%	-16.8%	0.016%
2/27/2025	Jefferies Financial Group Inc.	4,758	$0.25M	0.0%	N/A	0.004%
2/20/2025	Mackenzie Financial Corp	58,553	$3.09M	0.0%	-4.5%	0.044%
2/19/2025	Auxier Asset Management	46,697	$2.47M	0.4%	-5.7%	0.035%
2/19/2025	Invst LLC	18,187	$0.96M	0.1%	+1.5%	0.014%
2/19/2025	Public Employees Retirement System of Ohio	50,889	$2.69M	0.0%	N/A	0.038%
2/18/2025	CSS LLC IL	27,138	$1.43M	0.1%	+118.0%	0.020%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	822,378	$43.45M	0.0%	+17.8%	0.600%
2/17/2025	Vident Advisory LLC	20,094	$1.06M	0.0%	+280.9%	0.015%
2/17/2025	Sovereign s Capital Management LLC	15,926	$0.84M	0.5%	N/A	0.012%
2/17/2025	Two Sigma Investments LP	36,452	$1.93M	0.0%	-8.7%	0.027%
2/17/2025	Tidal Investments LLC	12,611	$0.67M	0.0%	-35.3%	0.009%
2/17/2025	Teza Capital Management LLC	9,208	$0.49M	0.1%	-78.5%	0.007%
2/17/2025	Sherbrooke Park Advisers LLC	17,656	$0.93M	0.3%	N/A	0.013%
2/17/2025	Royal Bank of Canada	1,234,187	$65.22M	0.0%	+0.2%	0.901%
2/17/2025	Raiffeisen Bank International AG	5,114	$0.27M	0.0%	N/A	0.004%
2/17/2025	Redwood Investment Management LLC	102,452	$5.41M	0.5%	+34.2%	0.075%
2/17/2025	ProShare Advisors LLC	6,412	$0.34M	0.0%	+5.4%	0.005%
2/17/2025	Quantinno Capital Management LP	44,845	$2.37M	0.0%	-23.6%	0.033%
2/17/2025	Man Group plc	72,619	$3.84M	0.0%	+140.0%	0.053%
2/17/2025	Nomura Holdings Inc.	18,184	$0.96M	0.0%	N/A	0.013%
2/17/2025	Nuveen Asset Management LLC	649,361	$34.31M	0.0%	-17.5%	0.474%
2/17/2025	Occudo Quantitative Strategies LP	15,659	$0.83M	0.1%	N/A	0.011%
2/17/2025	OMERS ADMINISTRATION Corp	26,600	$1.41M	0.0%	N/A	0.019%
2/17/2025	NDVR Inc.	4,873	$0.26M	0.2%	+7.9%	0.004%
2/17/2025	Millennium Management LLC	131,151	$6.93M	0.0%	-54.9%	0.096%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1,182	$62K	0.0%	-20.6%	0.001%
2/17/2025	Lazard Asset Management LLC	2,585,026	$136.59M	0.2%	+36.8%	1.886%
2/17/2025	Janus Henderson Group PLC	64,840	$3.43M	0.0%	+3.2%	0.047%
2/17/2025	Jefferies Financial Group Inc.	4,758	$0.25M	0.0%	N/A	0.003%
2/17/2025	Focus Partners Wealth	23,175	$1.25M	0.0%	+227.9%	0.017%
2/17/2025	Ensign Peak Advisors Inc	52,299	$2.76M	0.0%	-36.4%	0.038%
2/17/2025	Ethic Inc.	13,996	$0.74M	0.0%	+26.5%	0.010%
2/17/2025	FORA Capital LLC	20,327	$1.07M	0.1%	N/A	0.015%
2/17/2025	Clark Capital Management Group Inc.	764,320	$40.39M	0.3%	+0.7%	0.558%
2/17/2025	Deutsche Bank AG	44,395	$2.35M	0.0%	+2.6%	0.032%
2/17/2025	EP Wealth Advisors LLC	4,525	$0.24M	0.0%	+6.6%	0.003%
2/17/2025	Cresset Asset Management LLC	9,584	$0.51M	0.0%	-63.6%	0.007%
2/17/2025	Crestline Management LP	26,920	$1.42M	0.0%	N/A	0.020%
2/17/2025	Cetera Investment Advisers	37,598	$1.99M	0.0%	+13.0%	0.027%
2/17/2025	Centiva Capital LP	15,581	$0.82M	0.0%	-53.2%	0.011%
2/17/2025	BOKF NA	12,831	$0.69M	0.0%	+2,100.9%	0.009%
2/17/2025	Cahill Financial Advisors Inc.	4,355	$0.23M	0.0%	N/A	0.003%
2/17/2025	Captrust Financial Advisors	7,707	$0.41M	0.0%	-31.0%	0.006%
2/17/2025	Caxton Associates LP	10,253	$0.54M	0.0%	-62.2%	0.007%
2/17/2025	BW Gestao de Investimentos Ltda.	20,100	$1.06M	0.0%	N/A	0.015%

Data available starting January 2016

See Full Table

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.

Today's Range

Now: $60.34

$60.16

$60.79

50 Day Range

MA: $55.48

$49.86

$63.17

52 Week Range

Now: $60.34

$46.46

$68.45

Volume

89,391 shs

Average Volume

1,356,163 shs

Market Capitalization

$8.08 billion

P/E Ratio

16.59

Dividend Yield

2.55%

Beta

0.39

Who are the company insiders with the largest holdings of H&R Block?: H&R Block's top insider shareholders include:
Jeffrey J Jones II (CEO)
Robert A Gerard (Director)
Tony G Bowen (CFO)
Richard A Johnson (Director)
Kellie J Logerwell (VP)
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:
Wedge Capital Management L L P NC — 0.58%
Boston Trust Walden Corp — 0.55%
Miller Howard Investments Inc. NY — 0.41%
Rhumbline Advisers — 0.30%
Retirement Systems of Alabama — 0.28%
Moran Wealth Management LLC — 0.23%
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:
Robeco Institutional Asset Management B.V.
Wedge Capital Management L L P NC
Mirae Asset Global Investments Co. Ltd.
Teacher Retirement System of Texas
Sound Income Strategies LLC
IMC Chicago LLC
Hennion & Walsh Asset Management Inc.
New York State Teachers Retirement System
During the last year, company insiders that have sold H&R Block company stock include:
Jeffrey J Jones II (CEO)
Robert A Gerard (Director)
Tony G Bowen (CFO)
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:
Miller Howard Investments Inc. NY
Boston Trust Walden Corp
GAMMA Investing LLC
Allspring Global Investments Holdings LLC
Vest Financial LLC
Sequoia Financial Advisors LLC
Asset Management One Co. Ltd.
Lecap Asset Management Ltd.
Within the previous year, these company insiders have bought H&R Block stock:
Jeffrey J Jones II (CEO)
Robert A Gerard (Director)
Learn More investors buying H&R Block stock.