H&R Block shares owned by Advisory Research
Historical chart of Advisory Research investment in H&R Block
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Quarterly reported holdings in H&R Block by Advisory Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $851k | 17k | 50.57 |
| 2025-06-30 | $890k | 16k | 54.89 |
| 2025-03-31 | $830k | 15k | 54.91 |
| 2024-12-31 | $797k | 15k | 52.84 |
| 2024-09-30 | $953k | 15k | 63.55 |
| 2024-06-30 | $1.3M | 24k | 54.23 |
| 2024-03-31 | $1.1M | 22k | 49.11 |
| 2023-12-31 | $939k | 19k | 48.37 |
| 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 | $101M | 4.4M | 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 |