H&R Block shares owned by Principal Financial Group
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Principal Financial Group
from 13F filings
Historical chart of Principal Financial Group investment in H&R Block
Tip: Access up to 7 years of quarterly data
All positions including H&R Block held by Principal Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in H&R Block by Principal Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 297k | 50.57 |
| 2025-06-30 | $17M | 304k | 54.89 |
| 2025-03-31 | $17M | 309k | 54.91 |
| 2024-12-31 | $17M | 315k | 52.84 |
| 2024-09-30 | $21M | 324k | 63.55 |
| 2024-06-30 | $25M | 465k | 54.23 |
| 2024-03-31 | $26M | 527k | 49.11 |
| 2023-12-31 | $26M | 533k | 48.37 |
| 2023-09-30 | $24M | 566k | 43.06 |
| 2023-06-30 | $18M | 576k | 31.87 |
| 2023-03-31 | $21M | 604k | 35.25 |
| 2022-12-31 | $22M | 614k | 36.51 |
| 2022-09-30 | $29M | 683k | 42.54 |
| 2022-06-30 | $28M | 801k | 35.32 |
| 2022-03-31 | $20M | 749k | 26.04 |
| 2021-12-31 | $21M | 880k | 23.56 |
| 2021-09-30 | $26M | 1.0M | 25.00 |
| 2021-06-30 | $24M | 1.0M | 23.48 |
| 2021-03-31 | $20M | 900k | 21.80 |
| 2020-12-31 | $13M | 805k | 15.86 |
| 2020-09-30 | $9.6M | 590k | 16.29 |
| 2020-06-30 | $6.6M | 460k | 14.26 |
| 2020-03-31 | $5.4M | 380k | 14.08 |
| 2019-12-31 | $8.5M | 362k | 23.48 |
| 2019-09-30 | $9.0M | 382k | 23.62 |
| 2019-06-30 | $12M | 403k | 29.30 |
| 2019-03-31 | $9.4M | 394k | 23.94 |
| 2018-12-31 | $11M | 441k | 25.37 |
| 2018-09-30 | $8.3M | 323k | 25.75 |
| 2018-06-30 | $7.4M | 324k | 22.78 |
| 2018-03-31 | $8.3M | 327k | 25.41 |
| 2017-12-31 | $8.6M | 327k | 26.23 |
| 2017-09-30 | $8.6M | 323k | 26.48 |
| 2017-06-30 | $10M | 337k | 30.91 |
| 2017-03-31 | $6.7M | 288k | 23.25 |
| 2016-12-31 | $7.6M | 330k | 22.99 |
| 2016-09-30 | $7.9M | 340k | 23.15 |
| 2016-06-30 | $7.8M | 340k | 23.00 |
| 2016-03-31 | $9.6M | 363k | 26.42 |
| 2015-12-31 | $12M | 359k | 33.31 |
| 2015-09-30 | $14M | 379k | 36.20 |
| 2015-06-30 | $11M | 381k | 29.65 |
| 2015-03-31 | $13M | 415k | 32.07 |
| 2014-12-31 | $14M | 413k | 33.68 |
| 2014-09-30 | $13M | 410k | 31.01 |
| 2014-06-30 | $11M | 336k | 33.52 |
| 2014-03-31 | $12M | 398k | 30.20 |
| 2013-12-31 | $12M | 397k | 29.04 |
| 2013-09-30 | $11M | 396k | 26.66 |
| 2013-06-30 | $11M | 399k | 27.75 |
| 2013-03-31 | $12M | 399k | 29.42 |
| 2012-12-31 | $8.9M | 480k | 18.57 |
| 2012-09-30 | $21M | 1.2M | 17.33 |
| 2012-06-30 | $6.7M | 422k | 15.98 |
| 2012-03-31 | $7.0M | 428k | 16.47 |
| 2011-12-31 | $16M | 964k | 16.33 |
| 2011-06-30 | $6.8M | 421k | 16.04 |
| 2011-03-31 | $7.3M | 437k | 16.74 |
| 2010-12-31 | $5.1M | 427k | 11.91 |