H&R Block Inc HRB
We take great care to ensure that the data presented and summarized in this overview for H&R BLOCK INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HRB
View all-
Black Rock Inc. New York, NY16.6MShares$870 Million0.02% of portfolio
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Vanguard Group Inc Valley Forge, PA14.2MShares$745 Million0.01% of portfolio
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State Street Corp Boston, MA5.5MShares$287 Million0.01% of portfolio
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Lazard Asset Management LLC New York, NY5.3MShares$277 Million0.32% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA4.66MShares$243 Million0.05% of portfolio
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Wellington Management Group LLP Boston, MA3.37MShares$176 Million0.03% of portfolio
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Boston Partners Boston, MA3.27MShares$171 Million0.2% of portfolio
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Fuller & Thaler Asset Management, Inc. San Mateo, CA3.16MShares$165 Million0.68% of portfolio
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Geode Capital Management, LLC Boston, MA2.62MShares$137 Million0.01% of portfolio
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Dimensional Fund Advisors LP Austin, TX2.46MShares$129 Million0.03% of portfolio
Latest Institutional Activity in HRB
Top Purchases
Top Sells
About HRB
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. The company offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or its franchisees. It 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, the company offers small business financial solutions through its company-owned or franchise offices, and online. H&R Block, Inc. was founded in 1955 and is headquartered in Kansas City, Missouri.
Insider Transactions at HRB
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Feb 23
2024
|
Jeffrey J Jones Ii President & CEO |
SELL
Open market or private sale
|
Direct |
85,921
-10.21%
|
$4,210,129
$49.21 P/Share
|
|
Feb 15
2024
|
Jeffrey J Jones Ii President & CEO |
SELL
Open market or private sale
|
Direct |
14,938
-1.74%
|
$717,024
$48.02 P/Share
|
|
Feb 01
2024
|
Dara S Redler Chief Legal Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
3,262
-9.55%
|
$150,052
$46.38 P/Share
|
|
Nov 27
2023
|
Tony G Bowen Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
46,892
-27.19%
|
$2,203,924
$47.1 P/Share
|
|
Nov 03
2023
|
Sean Cohan Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,540
+18.38%
|
-
|
|
Nov 03
2023
|
Robert A Gerard Director |
BUY
Grant, award, or other acquisition
|
Direct |
9,318
+3.11%
|
-
|
|
Nov 03
2023
|
Anuradha Gupta Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,540
+11.71%
|
-
|
|
Nov 03
2023
|
Yolande G Piazza Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,540
+13.87%
|
-
|
|
Nov 03
2023
|
Victoria Reich Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,540
+4.2%
|
-
|
|
Nov 03
2023
|
Matthew E Winter Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,540
+8.45%
|
-
|
|
Nov 03
2023
|
Richard A Johnson Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,540
+5.76%
|
-
|
|
Nov 03
2023
|
Mia Mends Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,540
+18.38%
|
-
|
|
Sep 11
2023
|
Kellie J Logerwell VP & Chief Acct Officer |
SELL
Open market or private sale
|
Direct |
8,000
-22.4%
|
$312,000
$39.61 P/Share
|
|
Aug 31
2023
|
Dara S Redler Chief Legal Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,142
-3.28%
|
$44,538
$39.98 P/Share
|
|
Aug 31
2023
|
Dara S Redler Chief Legal Officer |
BUY
Grant, award, or other acquisition
|
Direct |
9,193
+20.87%
|
-
|
|
Aug 31
2023
|
Jeffrey J Jones Ii President & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
21,691
-2.48%
|
$845,949
$39.98 P/Share
|
|
Aug 31
2023
|
Jeffrey J Jones Ii President & CEO |
BUY
Grant, award, or other acquisition
|
Direct |
61,281
+6.56%
|
-
|
|
Aug 31
2023
|
Kellie J Logerwell VP & Chief Acct Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
998
-2.72%
|
$38,922
$39.98 P/Share
|
|
Aug 31
2023
|
Kellie J Logerwell VP & Chief Acct Officer |
BUY
Grant, award, or other acquisition
|
Direct |
2,452
+6.26%
|
-
|
|
Aug 31
2023
|
Tony G Bowen Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
6,134
-3.44%
|
$239,226
$39.98 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 873K shares |
|---|---|
| Open market or private purchase | 10.5K shares |
| Payment of exercise price or tax liability | 386K shares |
|---|---|
| Open market or private sale | 247K shares |