Institutional shares held 112 Million
247K calls
483K puts
Total value of holdings $6.31B
$13.9M calls
$27.1M puts
Market Cap $8.9B
158,644,992 Shares Out.
Institutional ownership 70.85%
# of Institutions 626


Latest Institutional Activity in HRB

Top Purchases

Q2 2025
Nova Wealth Management, Inc. Shares Held: 50 ($2.81K)
Q2 2025
Versant Capital Management, Inc Shares Held: 821 ($46.1K)
Q1 2025
Wellington Management Group LLP Shares Held: 2.14M ($120M)
Q1 2025
Balyasny Asset Management LLC Shares Held: 1.29M ($72.2M)
Q1 2025
Lazard Asset Management LLC Shares Held: 3.73M ($209M)

Top Sells

Q2 2025
Salem Investment Counselors Inc Shares Held: 1.31K ($73.7K)
Q2 2025
Park National Corp Shares Held: 6.52K ($366K)
Q1 2025
Charles Schwab Investment Management Inc Shares Held: 1.69M ($94.8M)
Q1 2025
Pacer Advisors, Inc. Shares Held: 1.04M ($58.1M)
Q1 2025
Invesco Ltd. Shares Held: 419K ($23.5M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
302K Shares
From 14 Insiders
Grant, award, or other acquisition 302K shares
Sell / Disposition
410K Shares
From 9 Insiders
Payment of exercise price or tax liability 241K shares
Open market or private sale 170K shares

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