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, NY16.3MShares$722 Million0.02% of portfolio
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Vanguard Group Inc Valley Forge, PA13.7MShares$605 Million0.01% of portfolio
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State Street Corp Boston, MA4.16MShares$184 Million0.01% of portfolio
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Fuller & Thaler Asset Management, Inc. San Mateo, CA4.09MShares$181 Million0.72% of portfolio
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Boston Partners Boston, MA3.89MShares$172 Million0.22% of portfolio
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Lazard Asset Management LLC New York, NY3.21MShares$142 Million0.23% of portfolio
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Geode Capital Management, LLC Boston, MA2.96MShares$131 Million0.01% of portfolio
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Northern Trust Corp Chicago, IL2.75MShares$122 Million0.02% of portfolio
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Aqr Capital Management LLC Greenwich, CT2.59MShares$115 Million0.09% of portfolio
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Franklin Resources Inc San Mateo, CA2.44MShares$108 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 |
|---|---|---|---|---|---|
|
Nov 19
2025
|
Jeffrey J Jones Ii President & CEO |
SELL
Open market or private sale
|
Direct |
128,818
-13.01%
|
$5,667,992
$44.54 P/Share
|
|
Nov 19
2025
|
Jeffrey J Jones Ii President & CEO |
SELL
Bona fide gift
|
Direct |
45,000
-4.35%
|
-
|
|
Nov 19
2025
|
Jeffrey J Jones Ii President & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
128,818
+11.07%
|
$3,735,722
$29.73 P/Share
|
|
Nov 12
2025
|
Jeffrey J Jones Ii President & CEO |
SELL
Open market or private sale
|
Direct |
176,449
-16.3%
|
$8,116,654
$46.46 P/Share
|
|
Nov 12
2025
|
Jeffrey J Jones Ii President & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
145,087
+11.82%
|
$4,207,523
$29.73 P/Share
|
|
Nov 05
2025
|
Matthew E Winter Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,927
+6.23%
|
-
|
|
Nov 05
2025
|
Victoria Reich Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,927
+3.26%
|
-
|
|
Nov 05
2025
|
Mia Mends Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,927
+12.14%
|
-
|
|
Nov 05
2025
|
Richard A Johnson Director |
BUY
Grant, award, or other acquisition
|
Direct |
10,209
+10.06%
|
-
|
|
Nov 05
2025
|
Anuradha Gupta Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,927
+8.32%
|
-
|
|
Nov 05
2025
|
Robert A Gerard Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,927
+1.23%
|
-
|
|
Nov 05
2025
|
Sean Cohan Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,927
+12.14%
|
-
|
|
Nov 01
2025
|
April M. Wasleski VP & Chief Acct Officer |
BUY
Grant, award, or other acquisition
|
Direct |
3,293
+40.03%
|
-
|
|
Aug 31
2025
|
Curtis A Campbell Pres, GCT & Chief Product Off |
SELL
Payment of exercise price or tax liability
|
Direct |
1,114
-4.2%
|
$55,700
$50.35 P/Share
|
|
Aug 31
2025
|
Curtis A Campbell Pres, GCT & Chief Product Off |
BUY
Grant, award, or other acquisition
|
Direct |
11,818
+30.81%
|
-
|
|
Aug 31
2025
|
Scott Manuel Chief Strategy & Operations Of |
SELL
Payment of exercise price or tax liability
|
Direct |
1,307
-5.29%
|
$65,350
$50.35 P/Share
|
|
Aug 31
2025
|
Scott Manuel Chief Strategy & Operations Of |
BUY
Grant, award, or other acquisition
|
Direct |
15,642
+26.15%
|
-
|
|
Aug 31
2025
|
Dara S Redler Chief Legal & Admin. Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
10,555
-20.13%
|
$527,750
$50.35 P/Share
|
|
Aug 31
2025
|
Dara S Redler Chief Legal & Admin. Officer |
BUY
Grant, award, or other acquisition
|
Direct |
12,861
+11.15%
|
-
|
|
Aug 31
2025
|
Jeffrey J Jones Ii President & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
70,257
-6.99%
|
$3,512,850
$50.35 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 274K shares |
|---|---|
| Exercise of conversion of derivative security | 274K shares |
| Payment of exercise price or tax liability | 91.6K shares |
|---|---|
| Bona fide gift | 45K shares |
| Open market or private sale | 359K shares |