Institutional shares held 103 Million
721K calls
995K puts
Total value of holdings $5.48B
$38.4M calls
$53M puts
Market Cap $8.3B
158,644,992 Shares Out.
Institutional ownership 64.9%
# of Institutions 602


Latest Institutional Activity in HRB

Top Purchases

Q4 2024
Boston Trust Walden Corp Shares Held: 484K ($25.3M)
Q4 2024
Pacer Advisors, Inc. Shares Held: 2.74M ($143M)
Q4 2024
Swedbank Ab Shares Held: 285K ($14.9M)
Q4 2024
Robeco Institutional Asset Management B.V. Shares Held: 473K ($24.8M)
Q4 2024
Ibex Wealth Advisors Shares Held: 194K ($10.1M)

Top Sells

Q4 2024
Exchange Traded Concepts, LLC Shares Held: 14.5K ($759K)
Q4 2024
Sg Americas Securities, LLC Shares Held: 6.03K ($316K)
Q4 2024
Hennion & Walsh Asset Management, Inc. Shares Held: 67.2K ($3.52M)
Q4 2024
Nisa Investment Advisors, LLC Shares Held: 72.5K ($3.79M)
Q4 2024
Pallas Capital Advisors LLC Shares Held: 7.45K ($390K)

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
309K Shares
From 14 Insiders
Grant, award, or other acquisition 309K shares
Sell / Disposition
501K Shares
From 8 Insiders
Payment of exercise price or tax liability 240K shares
Open market or private sale 262K 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