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H&R Block shares owned by Midwest Trust

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

Historical chart of Midwest Trust investment in H&R Block

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

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Quarterly reported holdings in H&R Block by Midwest Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.4M 170k 43.58
2025-09-30 $8.8M 174k 50.57
2025-06-30 $9.7M 176k 54.89

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Top funds holding H&R Block

BlackRock
FMR
Vanguard Group
Hanna Zanoni
State Street Corporation
Robeco Investment Management
Geode Capital Management
AQR Capital Management
Dimensional Fund Advisors
Lazard Asset Management
Northern Trust
Wellington Management Company
Arrowstreet Capital, Limited Partnership
Royal Bank of Canada
Norges Bank Investment Management

View all funds holding H&R Block