H&R Block shares owned by Wellington Management Company
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in H&R Block
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Quarterly reported holdings in H&R Block by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $155M | 3.2M | 48.37 |
| 2023-09-30 | $154M | 3.6M | 43.06 |
| 2023-06-30 | $121M | 3.8M | 31.87 |
| 2023-03-31 | $303M | 8.6M | 35.25 |
| 2022-12-31 | $308M | 8.4M | 36.51 |
| 2022-03-31 | $67M | 2.6M | 26.04 |
| 2021-12-31 | $62M | 2.6M | 23.56 |
| 2021-09-30 | $63M | 2.5M | 25.00 |
| 2021-06-30 | $25M | 1.0M | 23.48 |
| 2021-03-31 | $20M | 906k | 21.80 |
| 2020-06-30 | $1.2M | 84k | 14.28 |
| 2020-03-31 | $576k | 41k | 14.07 |
| 2019-12-31 | $1.1M | 48k | 23.47 |
| 2019-09-30 | $2.4M | 104k | 23.61 |
| 2019-06-30 | $1.3M | 43k | 29.31 |
| 2019-03-31 | $4.5M | 188k | 23.94 |
| 2018-12-31 | $23M | 920k | 25.37 |
| 2018-09-30 | $23M | 902k | 25.75 |
| 2018-06-30 | $20M | 873k | 22.78 |
| 2018-03-31 | $26M | 1.0M | 25.41 |
| 2017-12-31 | $33M | 1.3M | 26.22 |
| 2017-09-30 | $32M | 1.2M | 26.48 |
| 2017-06-30 | $25M | 800k | 30.91 |
| 2017-03-31 | $11M | 477k | 23.25 |
| 2016-12-31 | $3.3M | 146k | 22.99 |
| 2016-03-31 | $747k | 28k | 26.42 |
| 2015-12-31 | $441k | 13k | 33.18 |
| 2015-09-30 | $5.8M | 159k | 36.20 |
| 2015-03-31 | $439k | 14k | 32.10 |
| 2014-12-31 | $796k | 24k | 33.68 |
| 2013-09-30 | $734k | 28k | 26.64 |
| 2013-06-30 | $1.0M | 36k | 27.74 |
| 2013-03-31 | $962k | 33k | 29.39 |
| 2012-12-31 | $727k | 39k | 18.56 |
| 2012-09-30 | $632k | 37k | 17.33 |
| 2012-06-30 | $223k | 14k | 16.04 |
| 2012-03-31 | $229k | 14k | 16.50 |
| 2011-09-30 | $516k | 39k | 13.32 |
| 2011-06-30 | $306k | 19k | 16.00 |
| 2010-12-31 | $138k | 12k | 11.92 |
More positions owned by Wellington Management Company
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