Institutional shares held 105 Million
217K calls
240K puts
Total value of holdings $4.64B
$9.6M calls
$10.6M puts
Market Cap $7.02B
158,644,992 Shares Out.
Institutional ownership 66.02%
# of Institutions 624


Latest Institutional Activity in HRB

Top Purchases

Q3 2025
Franklin Resources Inc Shares Held: 2.44M ($108M)
Q3 2025
Aqr Capital Management LLC Shares Held: 2.59M ($115M)
Q3 2025
Boston Partners Shares Held: 3.89M ($172M)
Q3 2025
Ubs Asset Management Americas Inc Shares Held: 749K ($33.2M)
Q3 2025
Arrowstreet Capital, Limited Partnership Shares Held: 1.99M ($88.1M)

Top Sells

Q3 2025
Truist Financial Corp Shares Held: 81.6K ($3.61M)
Q3 2025
Qube Research & Technologies LTD Shares Held: 1.04M ($46M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 863K ($38.2M)
Q3 2025
Wedge Capital Management L L P Shares Held: 61.3K ($2.71M)
Q3 2025
Voloridge Investment Management, LLC Shares Held: 285K ($12.6M)

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
View All Transactions

Last 12 Months Summary

Buy / Acquisition
548K Shares
From 15 Insiders
Grant, award, or other acquisition 274K shares
Exercise of conversion of derivative security 274K shares
Sell / Disposition
496K Shares
From 8 Insiders
Payment of exercise price or tax liability 91.6K shares
Bona fide gift 45K shares
Open market or private sale 359K shares

Track Institutional and Insider Activities on HRB

Follow H&R BLOCK INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells HRB shares.

Notify only if

Insider Trading

Get notified when an H&R Block Inc insider buys or sells HRB shares.

Notify only if

News

Receive news related to H&R BLOCK INC

Track Activities on HRB