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H&R Block shares owned by Caerus Investment Advisors

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Caerus Investment Advisors from 13F filings

Historical chart of Caerus Investment Advisors investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $283k 7.4k 38.08

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Top funds holding H&R Block

FMR
BlackRock
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Hanna Zanoni
Lazard Asset Management
Geode Capital Management
Northern Trust
Dimensional Fund Advisors
First Trust Advisors
Morgan Stanley
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership

View all funds holding H&R Block