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): $9,970,441.82

H&R Block Insider Trading History Chart

H&R Block Share Price & Price History

^$54.12

▲ +0.165 (0.31%)

As of 03/28/2025 04:59 PM 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
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
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%
2/17/2025	Balyasny Asset Management L.P.	4,951	$0.26M	0.0%	-29.5%	0.004%
2/17/2025	Baird Financial Group Inc.	17,099	$0.90M	0.0%	+9.5%	0.012%
2/17/2025	Bayesian Capital Management LP	14,427	$0.76M	0.1%	-32.4%	0.011%
2/17/2025	Bank of America Corp DE	914,884	$48.34M	0.0%	+88.3%	0.668%
2/17/2025	BNP Paribas Financial Markets	608,738	$32.17M	0.0%	+18.2%	0.444%
2/17/2025	Ameriprise Financial Inc.	331,502	$17.53M	0.0%	+47.5%	0.242%
2/17/2025	AXA S.A.	33,815	$1.79M	0.0%	+97.8%	0.025%
2/14/2025	Mercer Global Advisors Inc. ADV	33,479	$1.77M	0.0%	N/A	0.024%
2/14/2025	Caisse DE Depot ET Placement DU Quebec	52,170	$2.76M	0.0%	-36.8%	0.038%
2/14/2025	Comerica Bank	110,603	$5.84M	0.0%	+1.7%	0.081%
2/14/2025	Kapitalo Investimentos Ltda	1,614	$85K	0.1%	N/A	0.001%
2/14/2025	Schonfeld Strategic Advisors LLC	8,312	$0.44M	0.0%	+5.2%	0.006%
2/14/2025	AQR Capital Management LLC	2,250,059	$118.87M	0.2%	+5.6%	1.642%
2/14/2025	AdvisorShares Investments LLC	7,600	$0.40M	0.1%	N/A	0.006%
2/14/2025	Northern Trust Corp	2,345,222	$123.92M	0.0%	+8.9%	1.711%
2/14/2025	The Manufacturers Life Insurance Company	108,973	$5.76M	0.0%	-3.4%	0.080%
2/14/2025	Public Employees Retirement Association of Colorado	14,802	$0.78M	0.0%	-2.9%	0.011%
2/14/2025	Quarry LP	3,700	$0.20M	0.0%	N/A	0.003%
2/14/2025	Boothbay Fund Management LLC	10,098	$0.53M	0.0%	N/A	0.007%
2/14/2025	Susquehanna Fundamental Investments LLC	5,800	$0.31M	0.0%	N/A	0.004%
2/14/2025	Coldstream Capital Management Inc.	4,630	$0.25M	0.0%	-5.1%	0.003%
2/14/2025	Nebula Research & Development LLC	11,579	$0.61M	0.1%	-47.3%	0.008%
2/14/2025	Hancock Whitney Corp	11,944	$0.63M	0.0%	-23.7%	0.009%
2/14/2025	Voya Investment Management LLC	337,931	$17.86M	0.0%	+2.2%	0.247%
2/14/2025	Fuller & Thaler Asset Management Inc.	4,701,896	$248.45M	0.9%	+12.5%	3.431%
2/14/2025	Pinebridge Investments L.P.	44,130	$2.33M	0.0%	+35.7%	0.032%
2/14/2025	Price T Rowe Associates Inc. MD	967,369	$51.12M	0.0%	-0.5%	0.706%
2/14/2025	Hsbc Holdings PLC	22,981	$1.21M	0.0%	+293.0%	0.017%
2/14/2025	Stifel Financial Corp	61,897	$3.27M	0.0%	-4.7%	0.045%
2/14/2025	State of Tennessee Department of Treasury	55,436	$2.93M	0.0%	-2.7%	0.040%
2/14/2025	Tower Research Capital LLC TRC	11,752	$0.62M	0.0%	+280.0%	0.009%
2/14/2025	Teachers Retirement System of The State of Kentucky	47,628	$2.52M	0.0%	-4.3%	0.035%
2/14/2025	MetLife Investment Management LLC	78,475	$4.15M	0.0%	+7.0%	0.059%
2/14/2025	Natixis	10,941	$0.58M	0.0%	N/A	0.008%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	65,155	$3.44M	0.0%	N/A	0.049%
2/14/2025	Dimensional Fund Advisors LP	2,335,353	$123.40M	0.0%	+1.3%	1.745%
2/14/2025	First Trust Advisors LP	389,955	$20.61M	0.0%	-9.1%	0.291%
2/14/2025	GeoWealth Management LLC	1,612	$85K	0.0%	+87.0%	0.001%
2/13/2025	CANADA LIFE ASSURANCE Co	123,685	$6.54M	0.0%	-34.0%	0.090%
2/13/2025	MSH Capital Advisors LLC	17,537	$0.93M	0.3%	N/A	0.013%
2/13/2025	Zacks Investment Management	38,774	$2.05M	0.0%	+17.8%	0.028%
2/13/2025	NewEdge Advisors LLC	36,585	$1.93M	0.0%	+8.6%	0.027%
2/13/2025	Bridgewater Associates LP	440,476	$23.28M	0.1%	+42.2%	0.321%
2/13/2025	Ontario Teachers Pension Plan Board	24,457	$1.29M	0.0%	+75.1%	0.018%
2/13/2025	Guggenheim Capital LLC	11,172	$0.59M	0.0%	-48.5%	0.008%
2/13/2025	Mariner LLC	52,170	$2.76M	0.0%	+10.7%	0.038%
2/13/2025	Summit Investment Advisors Inc.	27,450	$1.45M	1.3%	-4.2%	0.020%
2/13/2025	Advisors Capital Management LLC	8,261	$0.44M	0.0%	N/A	0.006%
2/13/2025	TCM Advisors LLC	10,600	$0.56M	0.1%	-15.9%	0.008%
2/13/2025	Townsquare Capital LLC	12,824	$0.68M	0.0%	+18.1%	0.009%
2/13/2025	Rockefeller Capital Management L.P.	52,489	$2.77M	0.0%	-2.1%	0.038%
2/13/2025	Sterling Capital Management LLC	24,572	$1.30M	0.0%	+6.3%	0.018%
2/13/2025	Treasurer of the State of North Carolina	109,456	$5.78M	0.0%	+2.1%	0.080%

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: $54.12

$53.28

$54.20

50 Day Range

MA: $53.26

$49.86

$56.05

52 Week Range

Now: $54.12

$45.87

$68.45

Volume

923,997 shs

Average Volume

1,288,030 shs

Market Capitalization

$7.24 billion

P/E Ratio

14.91

Dividend Yield

2.85%

Beta

0.65

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 — 10.51%
Vanguard Group Inc. — 10.40%
Charles Schwab Investment Management Inc. — 3.81%
Fuller & Thaler Asset Management Inc. — 3.43%
Boston Partners — 3.28%
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:
FMR LLC
Renaissance Technologies LLC
Victory Capital Management Inc.
Wellington Management Group LLP
Millennium Management LLC
Nuveen Asset Management LLC
American Century Companies Inc.
Parallax Volatility Advisers L.P.
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:
Boston Partners
Norges Bank
Lazard Asset Management LLC
Fuller & Thaler Asset Management Inc.
Boston Trust Walden Corp
Pacer Advisors Inc.
Bank of America Corp DE
Invesco 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.