HRB
H&R BLOCK INC
Services-Personal ServicesNYSELarge accelerated filer
Total Trades
22
Buys
3
Sells
17
Largest Trade
$1M+
Insiders
8
Institutional Funds
438
Inst. Value
$1M+
Activist Filings
9
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Jones Jeffrey J II | President & CEO | SELL | $1M+ | 129K | $44.54 | Nov 20, 2025 |
| Jones Jeffrey J II | President & CEO | EXERCISE | $1M+ | 129K | $29.73 | Nov 20, 2025 |
| Jones Jeffrey J II | President & CEO | SELL | $1M+ | 176K | $46.46 | Nov 14, 2025 |
| Jones Jeffrey J II | President & CEO | EXERCISE | $1M+ | 145K | $29.73 | Nov 14, 2025 |
| Jones Jeffrey J II | President & CEO | SELL | $1M+ | 54K | $63.28 | Apr 18, 2025 |
| Redler Dara S | Chief Legal Officer | SELL | $500K+ | 9K | $64.10 | Aug 20, 2024 |
| Logerwell Kellie J | VP & Chief Acct Of… | SELL | $500K+ | 10K | $65.00 | Aug 20, 2024 |
| Bowen Tony G | CFO | SELL | $1M+ | 79K | $65.17 | Aug 20, 2024 |
| Jones Jeffrey J II | President & CEO | SELL | $1M+ | 45K | $54.55 | Jul 1, 2024 |
| Jones Jeffrey J II | President & CEO | SELL | $1M+ | 86K | $49.21 | Feb 23, 2024 |
| Jones Jeffrey J II | President & CEO | SELL | $500K+ | 15K | $48.02 | Feb 20, 2024 |
| Bowen Tony G | CFO | SELL | $1M+ | 47K | $47.10 | Nov 27, 2023 |
| Logerwell Kellie J | VP & Chief Acct Of… | SELL | $100K–$500K | 8K | $39.61 | Sep 12, 2023 |
| Jones Jeffrey J II | President & CEO | SELL | $1M+ | 91K | $38.00 | Aug 17, 2023 |
| Johnson Richard A | Director | BUY | $100K–$500K | 10K | $29.54 | May 23, 2023 |
| Gerard Robert A | Director | BUY | $15K–$50K | 500 | $32.13 | May 11, 2023 |
| Jones Jeffrey J II | President & CEO | SELL | $1M+ | 84K | $42.08 | Dec 15, 2022 |
| Gerard Robert A | Director | BUY | $15K–$50K | 500 | $37.89 | Nov 7, 2022 |
| Orosco Karen A | Pres. | SELL | $1M+ | 50K | $45.00 | Sep 9, 2022 |
| Logerwell Kellie J | VP & Chief Acct Of… | SELL | $100K–$500K | 7K | $48.77 | Aug 19, 2022 |
| Bowen Tony G | CFO | SELL | $1M+ | 65K | $48.35 | Aug 19, 2022 |
| Wood Christianna | Director | SELL | $500K+ | 13K | $46.96 | Aug 18, 2022 |
🔓Seeing ranges? Sign in for exact trade values — free forever
Institutional Ownership
13F filings as of Dec 31, 2025 · 438 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.3M | $1M+ | SH |
| FULLER & THALER ASSET MANAGEMENT, INC. | 4.3M | $1M+ | SH |
| STATE STREET CORP | 4.0M | $1M+ | SH |
| LAZARD ASSET MANAGEMENT LLC | 2.5M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 2.3M | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.8M | $1M+ | SH |
| NORGES BANK | 1.6M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $1M+ | SH |
| LSV ASSET MANAGEMENT | 1.5M | $1M+ | SH |
| Ranmore Fund Management Ltd | 948K | $1M+ | SH |
| BNP PARIBAS FINANCIAL MARKETS | 874K | $1M+ | SH |
| NewEdge Wealth, LLC | 844K | $1M+ | SH |
| BARCLAYS PLC | 782K | $1M+ | SH |
| VANGUARD GROUP INC | 773K | $1M+ | SH |
| Arbejdsmarkedets Tillaegspension | 556K | $1M+ | SH |
| Pacer Advisors, Inc. | 533K | $1M+ | SH |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 598K | $1M+ | SH |
| Bridgewater Associates, LP | 456K | $1M+ | SH |
| Boston Trust Walden Corp | 442K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 5, 2026
11.5%
14.6M shares
SC 13G/A · Feb 12, 2025
10.5%
14.4M shares
SC 13G/A · Nov 12, 2024
13.7%
18.9M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
10.2%
14.6M shares
SC 13G/A · Jan 23, 2024
12.4%
17.9M shares
SC 13G/A · Feb 10, 2023
0.7%
1.1M shares
SC 13G/A · Jan 26, 2023
12.9%
20.1M shares
SC 13G/A · Jan 20, 2023
12.9%
20.1M shares
SC 13G · Dec 12, 2022
11.9%
18.5M shares