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H&R Block shares owned by SummitTX Capital

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

Historical chart of SummitTX Capital investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by SummitTX Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 64k 43.58
2025-09-30 $1.8M 36k 50.57
2025-06-30 $820k 15k 54.89
2025-03-31 $1.1M 20k 54.91

More positions owned by SummitTX Capital

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Asml Holding N V N Y Registry Shs (ASML)
Eli Lilly & Co. (LLY)
MKS Instruments (MKSI)
Wal-Mart Stores (WMT)
Paypal Holdings (PYPL)
Applied Materials (AMAT)
Amazon (AMZN)
Anthem (ELV)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)
Meritage Homes Corporation (MTH)

View all positions for SummitTX Capital

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