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HRB Insider Trading

Insider Ownership Percentage: 1.30%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $14,198,614.23

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: $58.58
Price Change: ▲ Price Increase of +0.43 (0.74%)
As of 12/4/2024 02:45 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
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H&R Block Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
12/13/2022Jeffrey J. Jones, IICEOSell18,009$42.11$758,358.99657,977View SEC Filing Icon  
11/3/2022Robert A. GerardDirectorBuy500$37.89$18,945.00262,227View SEC Filing Icon  
9/7/2022Karen A OroscoInsiderSell50,000$45.00$2,250,000.0089,733View SEC Filing Icon  
8/18/2022Kellie J. LogerwellVPSell6,500$48.77$317,005.0018,791View SEC Filing Icon  
8/18/2022Tony G. BowenCFOSell64,741$48.35$3,130,227.3579,794View SEC Filing Icon  
8/16/2022Christianna WoodDirectorSell12,580$46.96$590,756.80121,802View SEC Filing Icon  
See Full Table
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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

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
11/27/2024Franklin Resources Inc.250,280$15.18M0.0%+29.7%0.183%Search for SEC Filing on Google Icon
11/25/2024Tidal Investments LLC19,495$1.24M0.0%+70.1%0.014%Search for SEC Filing on Google Icon
11/25/2024Optimist Retirement Group LLC43,082$2.74M1.2%-5.2%0.031%Search for SEC Filing on Google Icon
11/25/2024Wilmington Savings Fund Society FSB2,661$0.17M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/25/2024World Investment Advisors LLC3,165$0.20M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/18/2024TD Private Client Wealth LLC6,076$0.39M0.0%+38.7%0.004%Search for SEC Filing on Google Icon
11/18/2024Teachers Retirement System of The State of Kentucky49,778$3.16M0.0%-2.4%0.036%Search for SEC Filing on Google Icon
11/18/2024Coldstream Capital Management Inc.4,878$0.31M0.0%+4.2%0.004%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC2,614,941$166.22M0.0%-2.2%1.908%Search for SEC Filing on Google Icon
11/15/2024MML Investors Services LLC15,555$0.99M0.0%-7.0%0.011%Search for SEC Filing on Google Icon
11/15/2024Orion Portfolio Solutions LLC5,599$0.36M0.0%+7.2%0.004%Search for SEC Filing on Google Icon
11/15/2024Zacks Investment Management32,904$2.09M0.0%N/A0.024%Search for SEC Filing on Google Icon
11/15/2024National Bank of Canada FI5,843$0.37M0.0%-6.5%0.004%Search for SEC Filing on Google Icon
11/15/2024EP Wealth Advisors LLC4,245$0.27M0.0%+5.5%0.003%Search for SEC Filing on Google Icon
11/15/2024Wellington Management Group LLP2,335,711$148.43M0.0%-30.6%1.704%Search for SEC Filing on Google Icon
11/15/2024State Street Corp4,491,366$287.09M0.0%-4.6%3.277%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp64,969$4.13M0.0%+1.5%0.047%Search for SEC Filing on Google Icon
11/15/2024SageView Advisory Group LLC7,353$0.47M0.0%-2.9%0.005%Search for SEC Filing on Google Icon
11/15/2024Quantinno Capital Management LP58,709$3.73M0.0%+42.7%0.043%Search for SEC Filing on Google Icon
11/15/2024Redwood Investment Management LLC76,350$4.86M0.4%-31.0%0.056%Search for SEC Filing on Google Icon
11/15/2024Point72 DIFC Ltd11,617$0.74M0.0%N/A0.008%Search for SEC Filing on Google Icon
11/15/2024Point72 Asset Management L.P.28,652$1.82M0.0%N/A0.021%Search for SEC Filing on Google Icon
11/15/2024IHT Wealth Management LLC5,586$0.36M0.0%+5.4%0.004%Search for SEC Filing on Google Icon
11/15/2024Jacobs Levy Equity Management Inc.87,532$5.56M0.0%+114.6%0.064%Search for SEC Filing on Google Icon
11/15/2024Janus Henderson Group PLC62,859$4M0.0%+2.0%0.046%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC17,982$1.15M0.0%+18.5%0.013%Search for SEC Filing on Google Icon
11/15/2024Hilltop Holdings Inc.6,177$0.39M0.0%N/A0.005%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP33,299$2.12M0.0%+147.4%0.024%Search for SEC Filing on Google Icon
11/15/2024ClearAlpha Technologies LP4,713$0.30M0.1%-23.2%0.003%Search for SEC Filing on Google Icon
11/15/2024Ascent Group LLC15,942$1.01M0.1%-10.8%0.012%Search for SEC Filing on Google Icon
11/15/2024Paloma Partners Management Co3,212$0.20M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/15/2024Point72 Hong Kong Ltd95,425$6.06M0.4%N/A0.070%Search for SEC Filing on Google Icon
11/15/2024True Wealth Design LLC735$47K0.0%-95.9%0.001%Search for SEC Filing on Google Icon
11/14/2024Maverick Capital Ltd.18,051$1.15M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/14/2024Caisse DE Depot ET Placement DU Quebec82,600$5.25M0.0%N/A0.060%Search for SEC Filing on Google Icon
11/14/2024Verition Fund Management LLC24,580$1.56M0.0%+170.4%0.018%Search for SEC Filing on Google Icon
11/14/2024Captrust Financial Advisors11,169$0.71M0.0%+31.0%0.008%Search for SEC Filing on Google Icon
11/14/2024Rockefeller Capital Management L.P.53,621$3.41M0.0%-45.3%0.039%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC698,101$44.36M0.0%+29.0%0.509%Search for SEC Filing on Google Icon
11/14/2024Financial Counselors Inc.188,741$11.99M0.2%-1.6%0.138%Search for SEC Filing on Google Icon
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank36,721$2.33M0.0%-15.6%0.027%Search for SEC Filing on Google Icon
11/14/2024True Vision MN LLC7,306$0.47M0.3%+17.2%0.005%Search for SEC Filing on Google Icon
11/14/2024MetLife Investment Management LLC73,365$4.66M0.0%-1.8%0.054%Search for SEC Filing on Google Icon
11/13/2024Bridgewater Associates LP309,664$19.68M0.1%+96.4%0.226%Search for SEC Filing on Google Icon
11/13/2024Townsquare Capital LLC10,855$0.69M0.0%+15.0%0.008%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets514,972$32.73M0.0%-28.0%0.376%Search for SEC Filing on Google Icon
11/13/2024FMR LLC18,932,445$1.20B0.1%-9.5%13.814%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company 112,810$7.17M0.0%-3.6%0.082%Search for SEC Filing on Google Icon
11/13/2024Qsemble Capital Management LP9,289$0.59M0.1%N/A0.007%Search for SEC Filing on Google Icon
11/13/2024Hancock Whitney Corp15,662$1M0.0%N/A0.011%Search for SEC Filing on Google Icon
11/13/2024Blue Whale Capital LLP511,482$32.51M2.5%-31.1%0.373%Search for SEC Filing on Google Icon
11/13/2024Harvest Fund Management Co. Ltd8,614$0.55M0.0%+113.1%0.006%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd30,343$1.93M0.2%N/A0.022%Search for SEC Filing on Google Icon
11/12/2024Round Hill Asset Management60,453$3.84M2.5%-2.9%0.044%Search for SEC Filing on Google Icon
11/12/2024Swedbank AB285,382$18.14M0.0%+32.1%0.206%Search for SEC Filing on Google Icon
11/12/2024Algert Global LLC72,110$4.58M0.1%+413.1%0.052%Search for SEC Filing on Google Icon
11/12/2024Kingsview Wealth Management LLC5,667$0.36M0.0%+7.8%0.004%Search for SEC Filing on Google Icon
11/12/2024Cerity Partners LLC132,663$8.43M0.0%+47.8%0.096%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.4,936,829$313.74M0.1%+5.5%3.569%Search for SEC Filing on Google Icon
11/12/2024Pacer Advisors Inc.2,258,297$143.52M0.3%-17.5%1.632%Search for SEC Filing on Google Icon
11/9/2024Trustmark National Bank Trust Department3,201$0.20M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC12,588$0.80M0.0%-53.0%0.009%Search for SEC Filing on Google Icon
11/8/2024Moran Wealth Management LLC313,944$19.95M0.6%-1.8%0.227%Search for SEC Filing on Google Icon
11/8/2024Darwin Wealth Management LLC539$34K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/8/2024Ontario Teachers Pension Plan Board13,969$0.89M0.0%-52.0%0.010%Search for SEC Filing on Google Icon
11/8/2024Advisors Asset Management Inc.2,712$0.17M0.0%+176.2%0.002%Search for SEC Filing on Google Icon
11/8/2024Commerce Bank55,079$3.50M0.0%+18.3%0.040%Search for SEC Filing on Google Icon
11/8/2024Strategy Asset Managers LLC3,864$0.25M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/8/2024Segall Bryant & Hamill LLC95,126$6.05M0.1%N/A0.069%Search for SEC Filing on Google Icon
11/8/2024PNC Financial Services Group Inc.18,108$1.15M0.0%-8.3%0.013%Search for SEC Filing on Google Icon
11/8/2024Banque Cantonale Vaudoise4,124$0.26M0.0%+62.5%0.003%Search for SEC Filing on Google Icon
11/7/2024Caprock Group LLC5,902$0.38M0.0%+14.5%0.004%Search for SEC Filing on Google Icon
11/7/2024Pathstone Holdings LLC24,891$1.58M0.0%+5.8%0.018%Search for SEC Filing on Google Icon
11/7/2024Lindenwold Advisors INC5,523$0.35M0.2%N/A0.004%Search for SEC Filing on Google Icon
11/7/2024Aviso Wealth Management11,917$0.76M0.4%-4.0%0.009%Search for SEC Filing on Google Icon
11/7/2024Quest Partners LLC12,341$0.78M0.1%+1,628.4%0.009%Search for SEC Filing on Google Icon
11/7/2024Swiss National Bank272,300$17.31M0.0%-0.8%0.197%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans79,690$5.06M0.0%-9.0%0.058%Search for SEC Filing on Google Icon
11/6/2024Gladius Capital Management LP2,316$0.15M0.0%-72.0%0.002%Search for SEC Filing on Google Icon
11/6/2024Mutual of America Capital Management LLC75,445$4.80M0.1%-5.6%0.055%Search for SEC Filing on Google Icon
11/6/2024Natixis Advisors LLC25,802$1.64M0.0%+8.9%0.019%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC129,891$8.26M0.1%+1,013.7%0.094%Search for SEC Filing on Google Icon
11/6/2024Royce & Associates LP164,556$10.46M0.1%-5.7%0.119%Search for SEC Filing on Google Icon
11/6/2024OneDigital Investment Advisors LLC4,473$0.28M0.0%-3.5%0.003%Search for SEC Filing on Google Icon
11/6/2024Huntington National Bank1,345$85K0.0%+46.8%0.001%Search for SEC Filing on Google Icon
11/6/2024KBC Group NV3,560$0.23M0.0%-80.8%0.003%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer & Co. Inc.7,250$0.46M0.0%N/A0.005%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.499,541$31.75M0.0%-16.4%0.361%Search for SEC Filing on Google Icon
11/5/2024GSA Capital Partners LLP18,230$1.16M0.1%N/A0.013%Search for SEC Filing on Google Icon
11/5/2024Entropy Technologies LP13,667$0.87M0.1%-27.1%0.010%Search for SEC Filing on Google Icon
11/4/2024Versor Investments LP31,900$2.03M0.3%+102.4%0.023%Search for SEC Filing on Google Icon
11/4/2024Los Angeles Capital Management LLC97,308$6.18M0.0%-43.3%0.070%Search for SEC Filing on Google Icon
11/4/2024Crossmark Global Holdings Inc.103,795$6.60M0.1%-10.9%0.075%Search for SEC Filing on Google Icon
11/4/2024Colonial River Investments LLC3,592$0.23M0.1%N/A0.003%Search for SEC Filing on Google Icon
11/4/2024Axxcess Wealth Management LLC3,572$0.23M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/2/2024Covestor Ltd1,218$77K0.0%-35.3%0.001%Search for SEC Filing on Google Icon
11/1/2024Assetmark Inc.1,297$82K0.0%+542.1%0.001%Search for SEC Filing on Google Icon
11/1/2024CWA Asset Management Group LLC11,507$0.73M0.0%N/A0.008%Search for SEC Filing on Google Icon
11/1/2024Capital Performance Advisors LLP1,898$0.12M0.0%N/A0.001%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.323,552$20.56M0.0%-30.4%0.234%Search for SEC Filing on Google Icon
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 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.
Read More on H&R Block

Today's Range

Now: $58.58
Low: $57.56
High: $58.88

50 Day Range

MA: $60.55
Low: $55.39
High: $63.64

52 Week Range

Now: $58.58
Low: $42.28
High: $68.45

Volume

388,032 shs

Average Volume

1,199,422 shs

Market Capitalization

$8.03 billion

P/E Ratio

14.29

Dividend Yield

2.54%

Beta

0.66

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. Tony G Bowen (CFO)
  4. Richard A Johnson (Director)
  5. Kellie J Logerwell (VP)
  6. 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:
  1. FMR LLC — 13.81%
  2. Charles Schwab Investment Management Inc. — 3.57%
  3. State Street Corp — 3.28%
  4. Geode Capital Management LLC — 1.91%
  5. Wellington Management Group LLP — 1.70%
  6. 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:
  1. FMR LLC
  2. Wellington Management Group LLP
  3. Pacer Advisors Inc.
  4. Blue Whale Capital LLP
  5. State Street Corp
  6. BNP Paribas Financial Markets
  7. Principal Financial Group Inc.
  8. Victory Capital Management Inc.
During the last year, company insiders that have sold H&R Block company stock include:
  1. Jeffrey J Jones II (CEO)
  2. Robert A Gerard (Director)
  3. Tony G Bowen (CFO)
  4. 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:
  1. Wedge Capital Management L L P NC
  2. Charles Schwab Investment Management Inc.
  3. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
  4. Bridgewater Associates LP
  5. Parallax Volatility Advisers L.P.
  6. Empowered Funds LLC
  7. Point72 Hong Kong Ltd
  8. Segall Bryant & Hamill LLC
Within the previous year, these company insiders have bought H&R Block stock:
  1. Jeffrey J Jones II (CEO)
  2. Robert A Gerard (Director)
Learn More investors buying H&R Block stock.
I was wrong. Dead wrong.
From Porter & Company   |   Ad
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.
Here’s the full story for you.