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HRB Insider Trading

Insider Ownership Percentage: 1.20%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $16,407,227.43

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: $63.49
Price Change: ▲ Price Increase of +0.72 (1.15%)
As of 09/19/2024 02:08 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  
11/4/2021Robert A. GerardDirectorBuy5,000$25.14$125,700.00View 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
9/11/2024Newbridge Financial Services Group Inc.555$30K0.0%-44.8%0.000%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC21,249$1.15M0.0%N/A0.015%Search for SEC Filing on Google Icon
8/22/2024Cetera Investment Advisers30,315$1.64M0.0%-18.9%0.022%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp25,072$1.36M0.0%+262.1%0.018%Search for SEC Filing on Google Icon
8/16/2024Quarry LP1,565$85K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/16/2024Invst LLC18,015$0.99M0.1%+5.9%0.013%Search for SEC Filing on Google Icon
8/16/2024NewEdge Advisors LLC29,220$1.59M0.0%+156.3%0.021%Search for SEC Filing on Google Icon
8/16/2024Creative Planning46,185$2.51M0.0%-4.8%0.033%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC14,053$0.76M0.0%N/A0.010%Search for SEC Filing on Google Icon
8/16/2024Ascent Group LLC17,877$0.97M0.1%-3.1%0.013%Search for SEC Filing on Google Icon
8/15/2024Dorsey Wright & Associates7,813$0.42M0.1%-79.0%0.006%Search for SEC Filing on Google Icon
8/15/2024Susquehanna Fundamental Investments LLC22,200$1.20M0.0%N/A0.016%Search for SEC Filing on Google Icon
8/15/2024Mackenzie Financial Corp161,355$8.75M0.0%+30.8%0.116%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company 117,065$6.35M0.0%-1.7%0.084%Search for SEC Filing on Google Icon
8/15/2024Millennium Management LLC88,826$4.82M0.0%+356.0%0.064%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC2,131,451$115.42M0.2%+39.7%1.528%Search for SEC Filing on Google Icon
8/15/2024Caxton Associates LP39,497$2.14M0.1%+280.5%0.028%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC33,550$1.82M0.0%-96.0%0.024%Search for SEC Filing on Google Icon
8/14/2024Xponance Inc.18,846$1.02M0.0%-33.3%0.014%Search for SEC Filing on Google Icon
8/14/2024Bank of Montreal Can24,467$1.33M0.0%+1.0%0.018%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC6,581$0.36M0.0%-3.3%0.005%Search for SEC Filing on Google Icon
8/14/2024Profund Advisors LLC4,047$0.22M0.0%-26.7%0.003%Search for SEC Filing on Google Icon
8/13/2024Ensign Peak Advisors Inc71,767$3.89M0.0%+54.2%0.051%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans87,618$4.75M0.0%+150.6%0.063%Search for SEC Filing on Google Icon
8/13/2024Blue Whale Capital LLP742,500$40.27M3.5%+14.2%0.532%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.310,567$16.84M0.0%+1.2%0.223%Search for SEC Filing on Google Icon
8/13/2024Pacer Advisors Inc.2,738,190$148.49M0.3%+52.2%1.962%Search for SEC Filing on Google Icon
8/13/2024Skandinaviska Enskilda Banken AB publ 255,600$13.86M0.1%+0.3%0.183%Search for SEC Filing on Google Icon
8/13/2024AE Wealth Management LLC11,557$0.63M0.0%-5.1%0.008%Search for SEC Filing on Google Icon
8/13/2024Canada Pension Plan Investment Board127,600$6.92M0.0%+26.2%0.091%Search for SEC Filing on Google Icon
8/13/2024Public Employees Retirement Association of Colorado15,241$0.83M0.0%-2.0%0.011%Search for SEC Filing on Google Icon
8/12/2024Intech Investment Management LLC26,776$1.45M0.0%-1.0%0.019%Search for SEC Filing on Google Icon
8/12/2024Optimist Retirement Group LLC45,436$2.46M1.3%-9.2%0.033%Search for SEC Filing on Google Icon
8/12/2024Kendall Capital Management42,290$2.29M0.8%+36.4%0.030%Search for SEC Filing on Google Icon
8/12/2024Seven Eight Capital LP21,510$1.17M0.1%-42.1%0.015%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC24,348$1.31M0.0%+6.4%0.017%Search for SEC Filing on Google Icon
8/12/2024Vanguard Personalized Indexing Management LLC16,413$0.89M0.0%+7.8%0.012%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank87,661$4.75M0.0%-11.9%0.063%Search for SEC Filing on Google Icon
8/12/2024True Vision MN LLC6,234$0.34M0.2%N/A0.004%Search for SEC Filing on Google Icon
8/10/2024Mutual of America Capital Management LLC79,888$4.33M0.0%-3.9%0.057%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP2,484,417$134.73M0.0%+1.0%1.781%Search for SEC Filing on Google Icon
8/9/2024Brown Brothers Harriman & Co.4,180$0.23M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.91,686$4.97M0.0%+6.5%0.066%Search for SEC Filing on Google Icon
8/8/2024Federated Hermes Inc.17,321$0.94M0.0%-6.4%0.012%Search for SEC Filing on Google Icon
8/8/2024DekaBank Deutsche Girozentrale148,743$7.91M0.0%-3.9%0.107%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.276,358$14.99M0.0%+116.6%0.198%Search for SEC Filing on Google Icon
8/8/2024State of New Jersey Common Pension Fund D51,091$2.77M0.0%-37.3%0.037%Search for SEC Filing on Google Icon
8/7/2024AGF Management Ltd.48,045$2.61M0.0%+3.0%0.034%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp131,204$7.12M0.1%+7.5%0.094%Search for SEC Filing on Google Icon
8/7/2024United Services Automobile Association10,903$0.59M0.0%-2.9%0.008%Search for SEC Filing on Google Icon
8/7/2024Choreo LLC16,734$0.92M0.0%+94.6%0.012%Search for SEC Filing on Google Icon
8/7/2024Prudential PLC136,917$7.43M0.1%+478.1%0.098%Search for SEC Filing on Google Icon
8/6/2024Quest Partners LLC714$39K0.0%+2,756.0%0.001%Search for SEC Filing on Google Icon
8/6/2024LSV Asset Management1,575,491$85.44M0.2%-2.5%1.129%Search for SEC Filing on Google Icon
8/6/2024Caprock Group LLC5,156$0.28M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/6/2024Gallacher Capital Management LLC6,787$0.37M0.2%-64.1%0.005%Search for SEC Filing on Google Icon
8/6/2024Ceera Investments LLC21,314$1.16M0.5%-2.0%0.015%Search for SEC Filing on Google Icon
8/6/2024Los Angeles Capital Management LLC171,601$9.31M0.0%+1.5%0.123%Search for SEC Filing on Google Icon
8/6/2024Savant Capital LLC21,871$1.19M0.0%N/A0.016%Search for SEC Filing on Google Icon
8/5/2024Arizona State Retirement System39,060$2.12M0.0%-1.3%0.028%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.597,540$32.41M0.0%-9.3%0.428%Search for SEC Filing on Google Icon
8/3/2024National Bank of Canada FI6,248$0.34M0.0%+147.2%0.004%Search for SEC Filing on Google Icon
8/3/2024Range Financial Group LLC14,753$0.80M0.4%-2.4%0.011%Search for SEC Filing on Google Icon
8/2/2024Gries Financial LLC3,758$0.20M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/2/2024Oregon Public Employees Retirement Fund29,024$1.57M0.0%-15.7%0.021%Search for SEC Filing on Google Icon
8/2/2024Next Level Private LLC3,735$0.20M0.1%-15.3%0.003%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers423,254$22.95M0.0%-5.7%0.303%Search for SEC Filing on Google Icon
8/1/2024Versor Investments LP15,760$0.86M0.2%N/A0.011%Search for SEC Filing on Google Icon
8/1/2024CIBC Asset Management Inc3,900$0.21M0.0%-7.3%0.003%Search for SEC Filing on Google Icon
8/1/2024Financial Counselors Inc.191,727$10.40M0.2%-1.3%0.137%Search for SEC Filing on Google Icon
8/1/2024Natixis Advisors LLC23,689$1.29M0.0%+3.2%0.017%Search for SEC Filing on Google Icon
8/1/2024Ritholtz Wealth Management38,575$2.09M0.1%-6.2%0.028%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC26,680$1.45M0.0%+48.1%0.019%Search for SEC Filing on Google Icon
7/30/2024Signaturefd LLC2,402$0.13M0.0%-31.5%0.002%Search for SEC Filing on Google Icon
7/29/2024Crossmark Global Holdings Inc.116,529$6.32M0.1%+4.5%0.084%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.464,934$25.21M0.0%-11.8%0.333%Search for SEC Filing on Google Icon
7/29/2024TrueMark Investments LLC5,414$0.29M0.1%N/A0.004%Search for SEC Filing on Google Icon
7/29/2024F M Investments LLC22,056$1.19M0.0%N/A0.016%Search for SEC Filing on Google Icon
7/29/2024IQ EQ FUND MANAGEMENT IRELAND Ltd20,755$1.13M0.1%-30.1%0.015%Search for SEC Filing on Google Icon
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank43,519$2.36M0.0%-0.7%0.031%Search for SEC Filing on Google Icon
7/29/2024Burney Co.57,327$3.11M0.1%+0.6%0.041%Search for SEC Filing on Google Icon
7/26/2024Eagle Bay Advisors LLC4,220$0.23M0.1%-16.2%0.003%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC27,790$1.51M0.0%+3.5%0.020%Search for SEC Filing on Google Icon
7/26/2024State of Michigan Retirement System33,568$1.82M0.0%-2.0%0.024%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp1,748,095$94.80M0.0%-0.8%1.253%Search for SEC Filing on Google Icon
7/24/2024Retirement Systems of Alabama355,837$19.30M0.1%-0.8%0.255%Search for SEC Filing on Google Icon
7/24/2024New York State Teachers Retirement System177,328$9.62M0.0%-3.6%0.127%Search for SEC Filing on Google Icon
7/24/2024My Legacy Advisors LLC5,725$0.31M0.1%N/A0.004%Search for SEC Filing on Google Icon
7/24/2024Louisiana State Employees Retirement System39,500$2.14M0.0%-1.7%0.028%Search for SEC Filing on Google Icon
7/23/2024Lecap Asset Management Ltd.7,393$0.40M0.1%N/A0.005%Search for SEC Filing on Google Icon
7/23/2024Fifth Third Wealth Advisors LLC4,744$0.26M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/22/2024Pallas Capital Advisors LLC6,886$0.38M0.0%N/A0.005%Search for SEC Filing on Google Icon
7/20/2024First Citizens Bank & Trust Co.9,823$0.53M0.0%-18.9%0.007%Search for SEC Filing on Google Icon
7/20/2024Nisa Investment Advisors LLC147,280$8.03M0.1%+6.3%0.106%Search for SEC Filing on Google Icon
7/20/2024Hennion & Walsh Asset Management Inc.83,985$4.56M0.2%-4.6%0.060%Search for SEC Filing on Google Icon
7/19/2024Chesley Taft & Associates LLC9,400$0.51M0.0%-2.3%0.007%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates162,501$8.81M0.0%+8.1%0.116%Search for SEC Filing on Google Icon
7/19/2024Gladius Capital Management LP8,262$0.45M0.1%+214.7%0.006%Search for SEC Filing on Google Icon
7/18/2024Blue Trust Inc.4,263$0.23M0.0%+42.5%0.003%Search for SEC Filing on Google Icon
7/18/2024TriaGen Wealth Management LLC8,642$0.47M0.2%+2.4%0.006%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: $63.49
Low: $63.07
High: $63.87

50 Day Range

MA: $59.77
Low: $53.21
High: $66.60

52 Week Range

Now: $63.49
Low: $39.20
High: $68.45

Volume

438,007 shs

Average Volume

1,153,010 shs

Market Capitalization

$8.86 billion

P/E Ratio

14.53

Dividend Yield

2.39%

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. Pacer Advisors Inc. — 1.96%
  2. Dimensional Fund Advisors LP — 1.78%
  3. AQR Capital Management LLC — 1.53%
  4. Bank of New York Mellon Corp — 1.25%
  5. LSV Asset Management — 1.13%
  6. Blue Whale Capital LLP — 0.53%
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. Squarepoint Ops LLC
  2. Sound Income Strategies LLC
  3. Principal Financial Group Inc.
  4. Victory Capital Management Inc.
  5. LSV Asset Management
  6. State of New Jersey Common Pension Fund D
  7. Dorsey Wright & Associates
  8. Rhumbline Advisers
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. Pacer Advisors Inc.
  2. AQR Capital Management LLC
  3. American Century Companies Inc.
  4. Prudential PLC
  5. Blue Whale Capital LLP
  6. Millennium Management LLC
  7. SG Americas Securities LLC
  8. Thrivent Financial for Lutherans
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.
Have you heard of this 5-Day Challenge yet?
From InvestorPlace   |   Ad
You'll be interested in our 5-Day Options Trading Challenge, starting September 23. So, what makes this different from every other options research you may have seen? Well, for starters... most of them want you to first BUY their service... which is usually thousands of dollars...
Just click here to get the full details on the 5-Day Options Trading Challenge, before this offer go