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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): $16,407,227.43

H&R Block Insider Trading History Chart

H&R Block Share Price & Price History

^$56.54

▲ +1.14 (2.06%)

As of 11/20/2024 01:00 AM ET

Days: 30 | 90 | 365

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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
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

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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
11/18/2024	TD Private Client Wealth LLC	6,076	$0.39M	0.0%	+38.7%	0.004%
11/18/2024	Teachers Retirement System of The State of Kentucky	49,778	$3.16M	0.0%	-2.4%	0.036%
11/18/2024	Coldstream Capital Management Inc.	4,878	$0.31M	0.0%	+4.2%	0.004%
11/16/2024	Geode Capital Management LLC	2,614,941	$166.22M	0.0%	-2.2%	1.908%
11/15/2024	MML Investors Services LLC	15,555	$0.99M	0.0%	-7.0%	0.011%
11/15/2024	Orion Portfolio Solutions LLC	5,599	$0.36M	0.0%	+7.2%	0.004%
11/15/2024	Zacks Investment Management	32,904	$2.09M	0.0%	N/A	0.024%
11/15/2024	National Bank of Canada FI	5,843	$0.37M	0.0%	-6.5%	0.004%
11/15/2024	EP Wealth Advisors LLC	4,245	$0.27M	0.0%	+5.5%	0.003%
11/15/2024	Wellington Management Group LLP	2,335,711	$148.43M	0.0%	-30.6%	1.704%
11/15/2024	State Street Corp	4,491,366	$287.09M	0.0%	-4.6%	3.277%
11/15/2024	Stifel Financial Corp	64,969	$4.13M	0.0%	+1.5%	0.047%
11/15/2024	SageView Advisory Group LLC	7,353	$0.47M	0.0%	-2.9%	0.005%
11/15/2024	Quantinno Capital Management LP	58,709	$3.73M	0.0%	+42.7%	0.043%
11/15/2024	Redwood Investment Management LLC	76,350	$4.86M	0.4%	-31.0%	0.056%
11/15/2024	Point72 DIFC Ltd	11,617	$0.74M	0.0%	N/A	0.008%
11/15/2024	Point72 Asset Management L.P.	28,652	$1.82M	0.0%	N/A	0.021%
11/15/2024	IHT Wealth Management LLC	5,586	$0.36M	0.0%	+5.4%	0.004%
11/15/2024	Jacobs Levy Equity Management Inc.	87,532	$5.56M	0.0%	+114.6%	0.064%
11/15/2024	Janus Henderson Group PLC	62,859	$4M	0.0%	+2.0%	0.046%
11/15/2024	HighTower Advisors LLC	17,982	$1.15M	0.0%	+18.5%	0.013%
11/15/2024	Hilltop Holdings Inc.	6,177	$0.39M	0.0%	N/A	0.005%
11/15/2024	Centiva Capital LP	33,299	$2.12M	0.0%	+147.4%	0.024%
11/15/2024	ClearAlpha Technologies LP	4,713	$0.30M	0.1%	-23.2%	0.003%
11/15/2024	Ascent Group LLC	15,942	$1.01M	0.1%	-10.8%	0.012%
11/15/2024	Paloma Partners Management Co	3,212	$0.20M	0.0%	N/A	0.002%
11/15/2024	Point72 Hong Kong Ltd	95,425	$6.06M	0.4%	N/A	0.070%
11/15/2024	True Wealth Design LLC	735	$47K	0.0%	-95.9%	0.001%
11/14/2024	Maverick Capital Ltd.	18,051	$1.15M	0.0%	N/A	0.013%
11/14/2024	Caisse DE Depot ET Placement DU Quebec	82,600	$5.25M	0.0%	N/A	0.060%
11/14/2024	Verition Fund Management LLC	24,580	$1.56M	0.0%	+170.4%	0.018%
11/14/2024	Captrust Financial Advisors	11,169	$0.71M	0.0%	+31.0%	0.008%
11/14/2024	Rockefeller Capital Management L.P.	53,621	$3.41M	0.0%	-45.3%	0.039%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	698,101	$44.36M	0.0%	+29.0%	0.509%
11/14/2024	Financial Counselors Inc.	188,741	$11.99M	0.2%	-1.6%	0.138%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	36,721	$2.33M	0.0%	-15.6%	0.027%
11/14/2024	True Vision MN LLC	7,306	$0.47M	0.3%	+17.2%	0.005%
11/14/2024	MetLife Investment Management LLC	73,365	$4.66M	0.0%	-1.8%	0.054%
11/13/2024	Bridgewater Associates LP	309,664	$19.68M	0.1%	+96.4%	0.226%
11/13/2024	Townsquare Capital LLC	10,855	$0.69M	0.0%	+15.0%	0.008%
11/13/2024	BNP Paribas Financial Markets	514,972	$32.73M	0.0%	-28.0%	0.376%
11/13/2024	FMR LLC	18,932,445	$1.20B	0.1%	-9.5%	13.814%
11/13/2024	The Manufacturers Life Insurance Company	112,810	$7.17M	0.0%	-3.6%	0.082%
11/13/2024	Qsemble Capital Management LP	9,289	$0.59M	0.1%	N/A	0.007%
11/13/2024	Hancock Whitney Corp	15,662	$1M	0.0%	N/A	0.011%
11/13/2024	Blue Whale Capital LLP	511,482	$32.51M	2.5%	-31.1%	0.373%
11/13/2024	Harvest Fund Management Co. Ltd	8,614	$0.55M	0.0%	+113.1%	0.006%
11/13/2024	Dynamic Technology Lab Private Ltd	30,343	$1.93M	0.2%	N/A	0.022%
11/12/2024	Round Hill Asset Management	60,453	$3.84M	2.5%	-2.9%	0.044%
11/12/2024	Swedbank AB	285,382	$18.14M	0.0%	+32.1%	0.206%
11/12/2024	Algert Global LLC	72,110	$4.58M	0.1%	+413.1%	0.052%
11/12/2024	Kingsview Wealth Management LLC	5,667	$0.36M	0.0%	+7.8%	0.004%
11/12/2024	Cerity Partners LLC	132,663	$8.43M	0.0%	+47.8%	0.096%
11/12/2024	Charles Schwab Investment Management Inc.	4,936,829	$313.74M	0.1%	+5.5%	3.569%
11/12/2024	Pacer Advisors Inc.	2,258,297	$143.52M	0.3%	-17.5%	1.632%
11/9/2024	Trustmark National Bank Trust Department	3,201	$0.20M	0.0%	N/A	0.002%
11/9/2024	Intech Investment Management LLC	12,588	$0.80M	0.0%	-53.0%	0.009%
11/8/2024	Moran Wealth Management LLC	313,944	$19.95M	0.6%	-1.8%	0.227%
11/8/2024	Darwin Wealth Management LLC	539	$34K	0.0%	N/A	0.000%
11/8/2024	Ontario Teachers Pension Plan Board	13,969	$0.89M	0.0%	-52.0%	0.010%
11/8/2024	Advisors Asset Management Inc.	2,712	$0.17M	0.0%	+176.2%	0.002%
11/8/2024	Commerce Bank	55,079	$3.50M	0.0%	+18.3%	0.040%
11/8/2024	Strategy Asset Managers LLC	3,864	$0.25M	0.0%	N/A	0.003%
11/8/2024	Segall Bryant & Hamill LLC	95,126	$6.05M	0.1%	N/A	0.069%
11/8/2024	PNC Financial Services Group Inc.	18,108	$1.15M	0.0%	-8.3%	0.013%
11/8/2024	Banque Cantonale Vaudoise	4,124	$0.26M	0.0%	+62.5%	0.003%
11/7/2024	Caprock Group LLC	5,902	$0.38M	0.0%	+14.5%	0.004%
11/7/2024	Pathstone Holdings LLC	24,891	$1.58M	0.0%	+5.8%	0.018%
11/7/2024	Lindenwold Advisors INC	5,523	$0.35M	0.2%	N/A	0.004%
11/7/2024	Aviso Wealth Management	11,917	$0.76M	0.4%	-4.0%	0.009%
11/7/2024	Quest Partners LLC	12,341	$0.78M	0.1%	+1,628.4%	0.009%
11/7/2024	Swiss National Bank	272,300	$17.31M	0.0%	-0.8%	0.197%
11/7/2024	Thrivent Financial for Lutherans	79,690	$5.06M	0.0%	-9.0%	0.058%
11/6/2024	Gladius Capital Management LP	2,316	$0.15M	0.0%	-72.0%	0.002%
11/6/2024	Mutual of America Capital Management LLC	75,445	$4.80M	0.1%	-5.6%	0.055%
11/6/2024	Natixis Advisors LLC	25,802	$1.64M	0.0%	+8.9%	0.019%
11/6/2024	Empowered Funds LLC	129,891	$8.26M	0.1%	+1,013.7%	0.094%
11/6/2024	Royce & Associates LP	164,556	$10.46M	0.1%	-5.7%	0.119%
11/6/2024	OneDigital Investment Advisors LLC	4,473	$0.28M	0.0%	-3.5%	0.003%
11/6/2024	Huntington National Bank	1,345	$85K	0.0%	+46.8%	0.001%
11/6/2024	KBC Group NV	3,560	$0.23M	0.0%	-80.8%	0.003%
11/6/2024	Oppenheimer & Co. Inc.	7,250	$0.46M	0.0%	N/A	0.005%
11/5/2024	Victory Capital Management Inc.	499,541	$31.75M	0.0%	-16.4%	0.361%
11/5/2024	GSA Capital Partners LLP	18,230	$1.16M	0.1%	N/A	0.013%
11/5/2024	Entropy Technologies LP	13,667	$0.87M	0.1%	-27.1%	0.010%
11/4/2024	Versor Investments LP	31,900	$2.03M	0.3%	+102.4%	0.023%
11/4/2024	Los Angeles Capital Management LLC	97,308	$6.18M	0.0%	-43.3%	0.070%
11/4/2024	Crossmark Global Holdings Inc.	103,795	$6.60M	0.1%	-10.9%	0.075%
11/4/2024	Colonial River Investments LLC	3,592	$0.23M	0.1%	N/A	0.003%
11/4/2024	Axxcess Wealth Management LLC	3,572	$0.23M	0.0%	N/A	0.003%
11/2/2024	Covestor Ltd	1,218	$77K	0.0%	-35.3%	0.001%
11/1/2024	Assetmark Inc.	1,297	$82K	0.0%	+542.1%	0.001%
11/1/2024	CWA Asset Management Group LLC	11,507	$0.73M	0.0%	N/A	0.008%
11/1/2024	Capital Performance Advisors LLP	1,898	$0.12M	0.0%	N/A	0.001%
10/31/2024	Principal Financial Group Inc.	323,552	$20.56M	0.0%	-30.4%	0.234%
10/30/2024	Amalgamated Bank	70,093	$4.45M	0.0%	-20.0%	0.050%
10/30/2024	Asset Management One Co. Ltd.	19,519	$1.24M	0.0%	N/A	0.014%
10/30/2024	QRG Capital Management Inc.	22,960	$1.46M	0.0%	+5.0%	0.016%
10/29/2024	Forum Financial Management LP	3,271	$0.21M	0.0%	N/A	0.002%
10/29/2024	Robeco Institutional Asset Management B.V.	230,012	$14.62M	0.0%	-5.6%	0.165%

Data available starting January 2016

H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. It offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. The company also provides 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. In addition, it offers small business financial solutions through its company-owned or franchise offices, and online. The company was founded in 1955 and is headquartered in Kansas City, Missouri.

Today's Range

Now: $56.54

$55.15

$56.73

50 Day Range

MA: $61.41

$55.39

$64.44

52 Week Range

Now: $56.54

$42.28

$68.45

Volume

2,971,289 shs

Average Volume

1,188,853 shs

Market Capitalization

$7.75 billion

P/E Ratio

13.79

Dividend Yield

2.49%

Beta

0.67

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:
FMR LLC — 13.81%
Charles Schwab Investment Management Inc. — 3.57%
State Street Corp — 3.28%
Geode Capital Management LLC — 1.91%
Wellington Management Group LLP — 1.70%
Pacer Advisors Inc. — 1.63%
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:
FMR LLC
Wellington Management Group LLP
Pacer Advisors Inc.
Blue Whale Capital LLP
State Street Corp
BNP Paribas Financial Markets
Principal Financial Group Inc.
Victory Capital Management Inc.
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:
Wedge Capital Management L L P NC
Charles Schwab Investment Management Inc.
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Bridgewater Associates LP
Parallax Volatility Advisers L.P.
Empowered Funds LLC
Point72 Hong Kong Ltd
Segall Bryant & Hamill LLC
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.

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