H&R Block shares owned by Advisors Asset Management
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Advisors Asset Management
from 13F filings
Historical chart of Advisors Asset Management investment in H&R Block
Tip: Access up to 7 years of quarterly data
All positions including H&R Block held by Advisors Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in H&R Block by Advisors Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $96k | 1.9k | 50.57 |
| 2025-06-30 | $208k | 3.8k | 54.89 |
| 2025-03-31 | $214k | 3.9k | 54.91 |
| 2024-12-31 | $209k | 4.0k | 52.84 |
| 2024-09-30 | $172k | 2.7k | 63.55 |
| 2024-06-30 | $53k | 982 | 54.23 |
| 2023-12-31 | $382k | 7.9k | 48.37 |
| 2023-09-30 | $861k | 20k | 43.06 |
| 2023-06-30 | $1.1M | 34k | 31.87 |
| 2023-03-31 | $2.0M | 57k | 35.25 |
| 2022-12-31 | $5.9M | 162k | 36.51 |
| 2022-09-30 | $11M | 259k | 42.54 |
| 2022-06-30 | $13M | 374k | 35.32 |
| 2022-03-31 | $13M | 497k | 26.04 |
| 2021-12-31 | $14M | 592k | 23.56 |
| 2021-09-30 | $15M | 597k | 25.00 |
| 2021-06-30 | $14M | 581k | 23.48 |
| 2021-03-31 | $9.7M | 444k | 21.80 |
| 2020-12-31 | $4.7M | 297k | 15.86 |
| 2020-09-30 | $2.6M | 157k | 16.29 |
| 2020-06-30 | $897k | 63k | 14.28 |
| 2016-12-31 | $21k | 900 | 23.33 |
| 2016-09-30 | $23k | 1.0k | 23.00 |
| 2016-06-30 | $25k | 1.1k | 22.73 |
| 2016-03-31 | $29k | 1.1k | 26.36 |
| 2015-12-31 | $37k | 1.1k | 33.64 |
| 2015-09-30 | $51k | 1.4k | 36.43 |
| 2015-06-30 | $42k | 1.4k | 30.00 |
| 2015-03-31 | $45k | 1.4k | 32.14 |
| 2014-12-31 | $599k | 18k | 33.68 |
| 2014-09-30 | $2.0M | 64k | 31.01 |
| 2014-06-30 | $2.7M | 80k | 33.52 |
| 2014-03-31 | $3.2M | 105k | 30.19 |
| 2013-12-31 | $3.5M | 119k | 29.04 |
| 2013-09-30 | $9.4M | 352k | 26.66 |
| 2013-06-30 | $11M | 377k | 27.75 |
| 2013-03-31 | $11M | 376k | 29.42 |
| 2012-12-31 | $6.3M | 341k | 18.57 |
| 2012-09-30 | $3.2M | 185k | 17.33 |
| 2012-06-30 | $373k | 23k | 15.97 |
| 2012-03-31 | $931k | 57k | 16.47 |
| 2011-12-31 | $2.0M | 121k | 16.33 |
| 2011-09-30 | $4.6M | 348k | 13.31 |
| 2011-06-30 | $6.1M | 379k | 16.04 |
| 2011-03-31 | $6.4M | 383k | 16.74 |
| 2010-12-31 | $3.8M | 317k | 11.91 |