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H&R Block shares owned by ISAM Funds

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

Historical chart of ISAM Funds investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by ISAM Funds

Quarter filed Position value Share count Share price at filing
2025-09-30 $978k 19k 50.57
2023-06-30 $242k 7.6k 31.87

More positions owned by ISAM Funds

Merck & Co (MRK)
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Northrop Grumman Corporation (NOC)
Truist Financial Corp equities (TFC)
EOG Resources (EOG)
Southern Company (SO)
Lowe's Companies (LOW)
Corteva (CTVA)
Aon Shs Cl A (AON)
Eversource Energy (ES)
Us Bancorp Del Com New (USB)
Marathon Petroleum Corp (MPC)

View all positions for ISAM Funds

Top funds holding H&R Block

BlackRock
FMR
Vanguard Group
State Street Corporation
Hanna Zanoni
Robeco Investment Management
Lazard Asset Management
Geode Capital Management
Northern Trust
AQR Capital Management
Franklin Resources
Dimensional Fund Advisors
Wellington Management Company
Morgan Stanley
Arrowstreet Capital, Limited Partnership

View all funds holding H&R Block