Grantham, Mayo, Van Otterloo & Co (GMO)
HRB icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s H&R Block HRB Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$7.44M Sell
234,400
-6,390
-3% -$223K 0.02% 274
2025
Q4 		$10.5M Sell
240,790
-26,676
-10% -$1.25M 0.03% 234
2025
Q3 		$13.5M Buy
267,466
+169,562
+173% +$8.96M 0.04% 212
2025
Q2 		$5.37M Sell
97,904
-175,217
-64% -$10.1M 0.02% 286
2025
Q1 		$15M Buy
273,121
+110,288
+68% +$5.9M 0.05% 208
2024
Q4 		$8.6M Sell
162,833
-15,440
-9% -$907K 0.03% 271
2024
Q3 		$11.3M Buy
178,273
+18,406
+12% +$1.1M 0.04% 260
2024
Q2 		$8.67M Hold
159,867
– – 0.03% 278
2024
Q1 		$7.85M Sell
159,867
-18,658
-10% -$886K 0.03% 275
2023
Q4 		$8.64M Sell
178,525
-57,846
-24% -$2.58M 0.04% 248
2023
Q3 		$10.2M Sell
236,371
-5,279
-2% -$195K 0.05% 260
2023
Q2 		$7.7M Buy
241,650
+77,260
+47% +$2.5M 0.04% 287
2023
Q1 		$5.79M Buy
164,390
+137,900
+521% +$5.1M 0.03% 302
2022
Q4 		$967K Buy
+26,490
New +$1.08M 0.01% 516
2021
Q2 		– Sell
-37,143
Closed -$810K – 784
2021
Q1 		$810K Sell
37,143
-45,000
-55% -$850K ﹤0.01% 624
2020
Q4 		$1.3M Sell
82,143
-217,100
-73% -$3.75M 0.01% 522
2020
Q3 		$4.88M Buy
299,243
+111,200
+59% +$1.63M 0.03% 243
2020
Q2 		$2.69M Buy
188,043
+88,100
+88% +$1.39M 0.02% 358
2020
Q1 		$1.41M Buy
99,943
+56,400
+130% +$1.18M 0.01% 454
2019
Q4 		$1.02M Buy
43,543
+8,643
+25% +$208K 0.01% 514
2019
Q3 		$824K Buy
34,900
+23,500
+206% +$622K 0.01% 570
2019
Q2 		$334K Sell
11,400
-2,000
-15% -$53.8K ﹤0.01% 647
2019
Q1 		$321K Buy
13,400
+2,100
+19% +$51.6K ﹤0.01% 628
2018
Q4 		$287K Buy
+11,300
New +$302K ﹤0.01% 488
2013
Q4 		– Sell
-29,722
Closed -$792K – 684
2013
Q3 		$792K Sell
29,722
-2,621
-8% -$76.3K ﹤0.01% 484
2013
Q2 		$898K Buy
+32,343
New +$923K ﹤0.01% 473

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s HRB Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its H&R Block (HRB) stake by 2.7% in Q1 2026, selling an estimated $223K and leaving 234,400 shares worth $7.44M. The position accounts for 0.02% of the portfolio, ranked #274.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in HRB in Q2 2013 and has held it in 26 quarters since. The position peaked at $15M in Q1 2025. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 234,400 shares of H&R Block worth $7.44M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 6,390 H&R Block shares in Q1 2026, an estimated $223K.
  • H&R Block made up 0.02% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #274 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in H&R Block in Q2 2013 and has held it in 26 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s H&R Block position peaked at $15M in Q1 2025.
  • 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.