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David Shaw’s H&R Block HRB Stock Holding History

David Shaw’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
Q2 		$1.68M Sell
44,000
-2,800
-6% -$97.6K ﹤0.01% 3349
2026
Q1 		$1.49M Buy
+46,800
New +$1.63M ﹤0.01% 3147
2025
Q1 		– Sell
-41,500
Closed -$2.19M – 4454
2024
Q4 		$2.19M Hold
41,500
– – ﹤0.01% 2652
2024
Q3 		$2.64M Hold
41,500
– – ﹤0.01% 2475
2024
Q2 		$2.25M Hold
41,500
– – ﹤0.01% 2553
2024
Q1 		$2.04M Sell
41,500
-20,700
-33% -$983K ﹤0.01% 2618
2023
Q4 		$3.01M Hold
62,200
– – ﹤0.01% 2335
2023
Q3 		$2.68M Sell
62,200
-65,200
-51% -$2.41M ﹤0.01% 2346
2023
Q2 		$4.06M Buy
127,400
+44,600
+54% +$1.44M ﹤0.01% 2028
2023
Q1 		$2.92M Sell
82,800
-122,900
-60% -$4.55M ﹤0.01% 2400
2022
Q4 		$7.51M Buy
205,700
+119,500
+139% +$4.86M 0.01% 1708
2022
Q3 		$3.67M Buy
+86,200
New +$3.65M ﹤0.01% 2423
2021
Q1 		– Sell
-220,700
Closed -$3.5M – 4245
2020
Q4 		$3.5M Hold
220,700
– – ﹤0.01% 2143
2020
Q3 		$3.6M Buy
220,700
+34,000
+18% +$500K ﹤0.01% 1940
2020
Q2 		$2.67M Buy
+186,700
New +$2.95M ﹤0.01% 2169
2016
Q4 		– Sell
-29,300
Closed -$678K – 3506
2016
Q3 		$678K Buy
+29,300
New +$686K ﹤0.01% 2628
2015
Q1 		– Sell
-79,700
Closed -$2.68M – 3779
2014
Q4 		$2.68M Hold
79,700
– – ﹤0.01% 2035
2014
Q3 		$2.47M Hold
79,700
– – ﹤0.01% 2076
2014
Q2 		$2.67M Buy
79,700
+50,000
+168% +$1.49M ﹤0.01% 2080
2014
Q1 		$897K Sell
29,700
-120,200
-80% -$3.61M ﹤0.01% 3129
2013
Q4 		$4.35M Buy
149,900
+70,000
+88% +$1.99M 0.01% 1795
2013
Q3 		$2.13M Buy
79,900
+29,700
+59% +$864K ﹤0.01% 2359
2013
Q2 		$1.39M Buy
+50,200
New +$1.43M ﹤0.01% 2443

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

David Shaw's HRB Position: Q2 2026 in Review

David Shaw reduced its H&R Block (HRB) stake by 37% in Q2 2026, selling an estimated $14.7M and leaving 708,067 shares worth $27M. The position accounts for 0.01% of the portfolio, ranked #1102.

David Shaw first reported a position in HRB in Q2 2013 and has held it in 51 quarters since. The position peaked at $148M in Q4 2019. 535 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • David Shaw held 708,067 shares of H&R Block worth $27M as of Q2 2026.
  • David Shaw sold 420,602 H&R Block shares in Q2 2026, an estimated $14.7M.
  • H&R Block made up 0.01% of David Shaw's portfolio in Q2 2026, its #1102 holding.
  • David Shaw first reported a position in H&R Block in Q2 2013 and has held it in 51 quarters since.
  • David Shaw's H&R Block position peaked at $148M in Q4 2019.
  • 535 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.