H&R Block shares owned by Mackenzie Financial
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Mackenzie Financial
from 13F filings
Historical chart of Mackenzie Financial investment in H&R Block
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Quarterly reported holdings in H&R Block by Mackenzie Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 29k | 50.57 |
| 2025-06-30 | $5.9M | 107k | 54.89 |
| 2025-03-31 | $1.5M | 27k | 54.91 |
| 2024-12-31 | $3.0M | 59k | 51.41 |
| 2024-09-30 | $3.9M | 61k | 63.55 |
| 2024-06-30 | $8.8M | 161k | 54.23 |
| 2024-03-31 | $6.1M | 123k | 49.11 |
| 2023-12-31 | $5.9M | 123k | 48.37 |
| 2023-09-30 | $3.8M | 92k | 41.40 |
| 2023-06-30 | $5.6M | 172k | 32.38 |
| 2023-03-31 | $3.5M | 98k | 35.25 |
| 2022-12-31 | $515k | 14k | 36.51 |
| 2022-09-30 | $766k | 18k | 42.57 |
| 2022-06-30 | $463k | 13k | 35.30 |
| 2021-06-30 | $211k | 9.0k | 23.44 |
| 2019-06-30 | $1.1M | 37k | 29.29 |
| 2019-03-31 | $1.0M | 43k | 23.93 |
| 2018-12-31 | $649k | 26k | 25.39 |
| 2018-09-30 | $589k | 23k | 25.76 |
| 2018-06-30 | $342k | 15k | 22.78 |
| 2018-03-31 | $301k | 12k | 25.44 |