Canada Pension Plan Investment Board
HRB icon

Canada Pension Plan Investment Board’s H&R Block HRB Stock Holding History

Canada Pension Plan Investment Board’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.1M Buy
506,200
+150,400
+42% +$5.24M 0.01% 540
2025
Q4 		$15.5M Buy
355,800
+29,700
+9% +$1.39M 0.01% 556
2025
Q3 		$16.5M Buy
326,100
+125,300
+62% +$6.62M 0.01% 525
2025
Q2 		$11M Buy
200,800
+199,100
+11,712% +$11.5M 0.01% 573
2025
Q1 		$93.3K Buy
+1,700
New +$90.9K ﹤0.01% 1145
2024
Q4 		– Sell
-23,000
Closed -$1.46M – 1452
2024
Q3 		$1.46M Sell
23,000
-104,600
-82% -$6.23M ﹤0.01% 923
2024
Q2 		$6.92M Buy
127,600
+26,500
+26% +$1.32M 0.01% 661
2024
Q1 		$4.97M Buy
101,100
+29,100
+40% +$1.38M 0.01% 724
2023
Q4 		$3.48M Buy
+72,000
New +$3.21M ﹤0.01% 743
2023
Q3 		– Sell
-65,000
Closed -$2.07M – 1034
2023
Q2 		$2.07M Buy
65,000
+12,800
+25% +$413K ﹤0.01% 718
2023
Q1 		$1.84M Buy
52,200
+20,800
+66% +$769K ﹤0.01% 790
2022
Q4 		$1.15M Sell
31,400
-27,200
-46% -$1.11M ﹤0.01% 826
2022
Q3 		$2.49M Buy
+58,600
New +$2.48M ﹤0.01% 655
2022
Q2 		– Sell
-66
Closed -$2K – 1327
2022
Q1 		$2K Buy
+66
New +$1.6K ﹤0.01% 1292
2021
Q4 		– Sell
-3,373
Closed -$84K – 1528
2021
Q3 		$84K Buy
3,373
+1,532
+83% +$38.2K ﹤0.01% 1277
2021
Q2 		$43K Buy
+1,841
New +$43.6K ﹤0.01% 1073
2021
Q1 		– Sell
-2,543
Closed -$40K – 1395
2020
Q4 		$40K Sell
2,543
-24,210
-90% -$418K ﹤0.01% 1286
2020
Q3 		$436K Sell
26,753
-108,075
-80% -$1.59M ﹤0.01% 849
2020
Q2 		$1.93M Buy
134,828
+126,859
+1,592% +$2M ﹤0.01% 749
2020
Q1 		$113K Buy
7,969
+7,959
+79,590% +$167K ﹤0.01% 1158
2019
Q4 		$0 Sell
10
-91
-90% -$2.19K ﹤0.01% 1446
2019
Q3 		$2K Hold
101
– – ﹤0.01% 1167
2019
Q2 		$3K Sell
101
-49
-33% -$1.32K ﹤0.01% 1213
2019
Q1 		$4K Sell
150
-716,564
-100% -$17.6M ﹤0.01% 1466
2018
Q4 		$18.2M Buy
716,714
+241,904
+51% +$6.46M 0.04% 372
2018
Q3 		$12.2M Buy
474,810
+336,136
+242% +$8.53M 0.02% 546
2018
Q2 		$3.16M Sell
138,674
-166,955
-55% -$4.43M 0.01% 888
2018
Q1 		$7.77M Buy
305,629
+87,000
+40% +$2.29M 0.01% 674
2017
Q4 		$5.73M Sell
218,629
-127,400
-37% -$3.31M 0.01% 668
2017
Q3 		$9.16M Buy
346,029
+279,199
+418% +$8.11M 0.02% 524
2017
Q2 		$2.07M Sell
66,830
-26,744
-29% -$702K ﹤0.01% 817
2017
Q1 		$2.18M Buy
93,574
+58,747
+169% +$1.31M 0.01% 788
2016
Q4 		$801K Sell
34,827
-30,747
-47% -$703K ﹤0.01% 797
2016
Q3 		$1.52M Sell
65,574
-500,626
-88% -$11.7M 0.01% 740
2016
Q2 		$13M Buy
566,200
+27,300
+5% +$607K 0.05% 280
2016
Q1 		$14.2M Buy
538,900
+235,700
+78% +$7.4M 0.06% 281
2015
Q4 		$10.1M Buy
303,200
+253,000
+504% +$8.99M 0.05% 358
2015
Q3 		$1.82M Buy
50,200
+700
+1% +$23.7K 0.01% 763
2015
Q2 		$1.47M Buy
49,500
+5,400
+12% +$169K ﹤0.01% 766
2015
Q1 		$1.41M Buy
44,100
+8,943
+25% +$299K 0.01% 796
2014
Q4 		$1.18M Buy
35,157
+25,863
+278% +$828K ﹤0.01% 851
2014
Q3 		$288K Buy
9,294
+2,310
+33% +$75.3K ﹤0.01% 947
2014
Q2 		$234K Sell
6,984
-98,225
-93% -$2.92M ﹤0.01% 965
2014
Q1 		$3.18M Sell
105,209
-124,425
-54% -$3.73M 0.01% 657
2013
Q4 		$6.67M Sell
229,634
-28,456
-11% -$808K 0.03% 528
2013
Q3 		$6.88M Buy
258,090
+90,638
+54% +$2.64M 0.03% 486
2013
Q2 		$4.65M Buy
+167,452
New +$4.78M 0.02% 476

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board's HRB Position: Q1 2026 in Review

Canada Pension Plan Investment Board increased its H&R Block (HRB) stake by 42% in Q1 2026, buying an estimated $5.24M and bringing the position to 506,200 shares worth $16.1M. The position accounts for 0.01% of the portfolio, ranked #540.

Canada Pension Plan Investment Board first reported a position in HRB in Q2 2013 and has held it in 47 quarters since. The position peaked at $18.2M in Q4 2018. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Canada Pension Plan Investment Board held 506,200 shares of H&R Block worth $16.1M as of Q1 2026.
  • Canada Pension Plan Investment Board bought 150,400 H&R Block shares in Q1 2026, an estimated $5.24M.
  • H&R Block made up 0.01% of Canada Pension Plan Investment Board's portfolio in Q1 2026, its #540 holding.
  • Canada Pension Plan Investment Board first reported a position in H&R Block in Q2 2013 and has held it in 47 quarters since.
  • Canada Pension Plan Investment Board's H&R Block position peaked at $18.2M in Q4 2018.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q1 2026, filed 15 May 2026.