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HRB Insider Trading

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

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: $60.98
Price Change: ▲ Price Increase of +0.67 (1.11%)
As of 11/5/2024 02:52 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
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
10/30/2024Amalgamated Bank70,093$4.45M0.0%-20.0%0.050%Search for SEC Filing on Google Icon
10/30/2024Asset Management One Co. Ltd.19,519$1.24M0.0%N/A0.014%Search for SEC Filing on Google Icon
10/30/2024QRG Capital Management Inc.22,960$1.46M0.0%+5.0%0.016%Search for SEC Filing on Google Icon
10/29/2024Forum Financial Management LP3,271$0.21M0.0%N/A0.002%Search for SEC Filing on Google Icon
10/29/2024Robeco Institutional Asset Management B.V.230,012$14.62M0.0%-5.6%0.165%Search for SEC Filing on Google Icon
10/29/2024Harbor Capital Advisors Inc.637$40K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/29/2024Janney Montgomery Scott LLC66,125$4.20M0.0%N/A0.047%Search for SEC Filing on Google Icon
10/29/2024Prossimo Advisors LLC3,550$0.23M0.2%N/A0.003%Search for SEC Filing on Google Icon
10/29/2024F M Investments LLC26,405$1.67M0.1%+19.7%0.019%Search for SEC Filing on Google Icon
10/29/2024Farther Finance Advisors LLC13,617$0.87M0.0%+35.0%0.010%Search for SEC Filing on Google Icon
10/28/2024Human Investing LLC42,058$2.67M0.5%-2.1%0.030%Search for SEC Filing on Google Icon
10/28/2024Silver Coast Investments LLC4,576$0.29M0.1%N/A0.003%Search for SEC Filing on Google Icon
10/28/2024US Bancorp DE12,125$0.77M0.0%-42.4%0.009%Search for SEC Filing on Google Icon
10/28/2024Measured Wealth Private Client Group LLC21,810$1.39M0.5%-8.6%0.016%Search for SEC Filing on Google Icon
10/25/20241620 Investment Advisors Inc.4,504$0.29M0.2%-46.5%0.003%Search for SEC Filing on Google Icon
10/25/2024New York State Teachers Retirement System172,541$10.97M0.0%-2.7%0.124%Search for SEC Filing on Google Icon
10/25/2024Argyle Capital Management Inc.21,950$1.40M0.6%-19.6%0.016%Search for SEC Filing on Google Icon
10/25/2024Pallas Capital Advisors LLC11,538$0.69M0.0%+67.6%0.008%Search for SEC Filing on Google Icon
10/24/2024Nisa Investment Advisors LLC83,327$5.33M0.0%-43.4%0.060%Search for SEC Filing on Google Icon
10/24/2024Patriot Financial Group Insurance Agency LLC8,927$0.57M0.1%N/A0.006%Search for SEC Filing on Google Icon
10/24/2024State of Alaska Department of Revenue46,238$2.94M0.0%+2.4%0.033%Search for SEC Filing on Google Icon
10/24/2024DekaBank Deutsche Girozentrale154,795$9.67M0.0%+4.1%0.111%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC25,641$1.63M0.0%+61.6%0.018%Search for SEC Filing on Google Icon
10/23/2024Mirae Asset Global Investments Co. Ltd.86,421$5.50M0.0%+11.8%0.062%Search for SEC Filing on Google Icon
10/23/2024Louisiana State Employees Retirement System38,700$2.46M0.0%-2.0%0.028%Search for SEC Filing on Google Icon
10/23/2024Allworth Financial LP1,646$0.11M0.0%-33.5%0.001%Search for SEC Filing on Google Icon
10/23/2024CWC Advisors LLC.7,963$0.51M0.5%N/A0.006%Search for SEC Filing on Google Icon
10/23/2024Tectonic Advisors LLC107,718$6.85M0.4%+6.7%0.077%Search for SEC Filing on Google Icon
10/23/2024Bogart Wealth LLC466$30K0.0%+606.1%0.000%Search for SEC Filing on Google Icon
10/23/2024Hennion & Walsh Asset Management Inc.80,250$5.10M0.2%-4.4%0.058%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC24,785$15.75M0.0%N/A0.018%Search for SEC Filing on Google Icon
10/22/2024Lecap Asset Management Ltd.26,443$1.68M0.4%+257.7%0.019%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC4,800$0.31M0.0%-24.0%0.003%Search for SEC Filing on Google Icon
10/22/2024Eastern Bank400$25K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/22/2024My Legacy Advisors LLC4,765$0.30M0.1%-16.8%0.003%Search for SEC Filing on Google Icon
10/21/2024Venture Visionary Partners LLC3,500$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
10/19/2024Allspring Global Investments Holdings LLC119,394$7.59M0.0%+329.6%0.086%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates163,525$10.39M0.0%+0.6%0.117%Search for SEC Filing on Google Icon
10/18/2024Friedenthal Financial773$49K0.0%N/A0.001%Search for SEC Filing on Google Icon
10/18/2024First Citizens Bank & Trust Co.10,160$0.65M0.0%+3.4%0.007%Search for SEC Filing on Google Icon
10/18/2024Blue Trust Inc.5,482$0.35M0.0%+28.6%0.004%Search for SEC Filing on Google Icon
10/16/2024nVerses Capital LLC6,200$0.39M0.2%N/A0.004%Search for SEC Filing on Google Icon
10/15/2024Swedbank AB285,382$18.14M0.0%+32.1%0.205%Search for SEC Filing on Google Icon
10/11/2024Creative Planning86,175$5.48M0.0%+86.6%0.062%Search for SEC Filing on Google Icon
10/11/2024Wedge Capital Management L L P NC777,264$49.40M0.9%+1,630.9%0.562%Search for SEC Filing on Google Icon
10/11/2024Affinity Wealth Management LLC12,691$0.81M0.1%N/A0.009%Search for SEC Filing on Google Icon
10/11/2024Thurston Springer Miller Herd & Titak Inc.549$35K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/10/2024Sound Income Strategies LLC182,832$11.62M0.7%-12.2%0.131%Search for SEC Filing on Google Icon
10/10/2024Exchange Traded Concepts LLC36,752$2.34M0.1%+29,301.6%0.026%Search for SEC Filing on Google Icon
10/10/2024Ritholtz Wealth Management34,854$2.22M0.1%-9.6%0.025%Search for SEC Filing on Google Icon
10/10/2024Valeo Financial Advisors LLC3,634$0.23M0.0%N/A0.003%Search for SEC Filing on Google Icon
10/9/2024UMB Bank n.a.4,699$0.30M0.0%+8.0%0.003%Search for SEC Filing on Google Icon
10/9/2024Wedmont Private Capital9,507$0.59M0.0%+6.5%0.007%Search for SEC Filing on Google Icon
10/8/2024CWM LLC29,260$1.86M0.0%+79.3%0.021%Search for SEC Filing on Google Icon
10/8/2024Tealwood Asset Management Inc.46,734$2.97M1.3%-1.4%0.033%Search for SEC Filing on Google Icon
10/8/2024Axiom Advisory LLC18,048$1.08M0.0%+1.6%0.013%Search for SEC Filing on Google Icon
10/8/2024Affinity Capital Advisors LLC5,555$0.35M0.1%+9.9%0.004%Search for SEC Filing on Google Icon
10/5/2024Handelsbanken Fonder AB36,100$2.29M0.0%+25.8%0.026%Search for SEC Filing on Google Icon
10/3/2024Rockland Trust Co.16,866$1.07M0.1%+1.2%0.012%Search for SEC Filing on Google Icon
10/3/2024Park Avenue Securities LLC15,857$1.01M0.0%+1.9%0.011%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC24,549$1.56M0.0%-54.7%0.018%Search for SEC Filing on Google Icon
10/1/2024Park National Corp OH5,775$0.37M0.0%-4.7%0.004%Search for SEC Filing on Google Icon
9/20/2024Healthcare of Ontario Pension Plan Trust Fund48,800$2.65M0.0%-15.9%0.035%Search for SEC Filing on Google Icon
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 Company117,065$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
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: $60.98
Low: $60.10
High: $61.18

50 Day Range

MA: $62.28
Low: $59.58
High: $64.66

52 Week Range

Now: $60.98
Low: $39.20
High: $68.45

Volume

266,504 shs

Average Volume

1,152,750 shs

Market Capitalization

$8.44 billion

P/E Ratio

14.45

Dividend Yield

2.52%

Beta

0.67

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. Wedge Capital Management L L P NC — 0.56%
  2. Principal Financial Group Inc. — 0.23%
  3. Swedbank AB — 0.20%
  4. Robeco Institutional Asset Management B.V. — 0.16%
  5. Sound Income Strategies LLC — 0.13%
  6. New York State Teachers Retirement System — 0.12%
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. Principal Financial Group Inc.
  2. Los Angeles Capital Management LLC
  3. Nisa Investment Advisors LLC
  4. SG Americas Securities LLC
  5. Sound Income Strategies LLC
  6. Amalgamated Bank
  7. Robeco Institutional Asset Management B.V.
  8. Crossmark Global Holdings 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. Allspring Global Investments Holdings LLC
  3. Swedbank AB
  4. Janney Montgomery Scott LLC
  5. Genus Capital Management Inc.
  6. Creative Planning
  7. Exchange Traded Concepts LLC
  8. International Assets Investment Management 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.
The centerpiece of Trump’s crypto’s masterplan …
From Weiss Ratings   |   Ad
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”
Click here to find out more about what could be Trump and JD Vance’s favorite coin.