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H&R Block shares owned by Advisory Research

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Advisory Research from 13F filings

Historical chart of Advisory Research investment in H&R Block

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All positions including H&R Block held by Advisory Research consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by Advisory Research

Quarter filed Position value Share count Share price at filing
2023-09-30 $882k 21k 43.06
2023-06-30 $679k 21k 31.87
2023-03-31 $720k 20k 35.25
2022-09-30 $206k 4.8k 42.57
2022-06-30 $1.1M 31k 35.25
2016-09-30 $35M 1.5M 23.15
2016-06-30 $36M 1.6M 23.00
2016-03-31 $41M 1.6M 26.42
2015-12-31 $74M 2.2M 33.31
2015-09-30 $56M 1.5M 36.20
2015-06-30 $53M 947k 56.35
2015-03-31 $59M 1.8M 32.07
2014-12-31 $104M 3.1M 33.68
2014-09-30 $101M 3.3M 31.01
2014-06-30 $112M 3.3M 33.52
2014-03-31 $87M 2.9M 30.19
2013-12-31 $17M 580k 29.04