LSV Asset Management
HRB icon

LSV Asset Management’s H&R Block HRB Stock Holding History

LSV Asset Management’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 		$60.6M Buy
1,591,990
+60,100
+4% +$2.09M 0.11% 218
2026
Q1 		$48.6M Sell
1,531,890
-2,561
-0.2% -$89.3K 0.1% 221
2025
Q4 		$66.9M Buy
1,534,451
+55,900
+4% +$2.61M 0.15% 189
2025
Q3 		$74.8M Sell
1,478,551
-130,730
-8% -$6.91M 0.17% 170
2025
Q2 		$88.3M Sell
1,609,281
-58,371
-4% -$3.37M 0.21% 142
2025
Q1 		$91.6M Buy
1,667,652
+209,019
+14% +$11.2M 0.22% 133
2024
Q4 		$77.1M Sell
1,458,633
-66,518
-4% -$3.91M 0.18% 157
2024
Q3 		$96.9M Sell
1,525,151
-50,340
-3% -$3M 0.21% 142
2024
Q2 		$85.4M Sell
1,575,491
-40,870
-3% -$2.03M 0.19% 150
2024
Q1 		$79.4M Sell
1,616,361
-64,339
-4% -$3.06M 0.16% 167
2023
Q4 		$81.3M Sell
1,680,700
-14,515
-0.9% -$647K 0.18% 167
2023
Q3 		$73M Sell
1,695,215
-132,875
-7% -$4.91M 0.17% 171
2023
Q2 		$58.3M Sell
1,828,090
-88,525
-5% -$2.86M 0.13% 202
2023
Q1 		$67.6M Sell
1,916,615
-149,466
-7% -$5.53M 0.15% 184
2022
Q4 		$75.4M Buy
2,066,081
+27,763
+1% +$1.13M 0.17% 171
2022
Q3 		$86.7M Sell
2,038,318
-98,297
-5% -$4.16M 0.2% 151
2022
Q2 		$75.5M Sell
2,136,615
-236,400
-10% -$7.3M 0.16% 164
2022
Q1 		$61.8M Sell
2,373,015
-22,285
-0.9% -$541K 0.11% 208
2021
Q4 		$56.4M Buy
2,395,300
+190,720
+9% +$4.63M 0.1% 219
2021
Q3 		$55.1M Sell
2,204,580
-19,153
-0.9% -$477K 0.1% 224
2021
Q2 		$52.2M Buy
2,223,733
+588,500
+36% +$13.9M 0.09% 236
2021
Q1 		$35.6M Buy
1,635,233
+616,534
+61% +$11.7M 0.06% 288
2020
Q4 		$16.2M Buy
1,018,699
+480,399
+89% +$8.3M 0.03% 403
2020
Q3 		$8.77M Buy
538,300
+298,900
+125% +$4.39M 0.02% 448
2020
Q2 		$3.42M Sell
239,400
-25,200
-10% -$398K 0.01% 605
2020
Q1 		$3.73M Buy
264,600
+116,200
+78% +$2.43M 0.01% 542
2019
Q4 		$3.48M Buy
148,400
+31,900
+27% +$766K 0.01% 615
2019
Q3 		$2.75M Hold
116,500
– – ﹤0.01% 633
2019
Q2 		$3.41M Sell
116,500
-2,000
-2% -$53.8K 0.01% 609
2019
Q1 		$2.84M Hold
118,500
– – ﹤0.01% 638
2018
Q4 		$3.01M Sell
118,500
-2,200
-2% -$58.7K 0.01% 628
2018
Q3 		$3.11M Hold
120,700
– – ﹤0.01% 661
2018
Q2 		$2.75M Sell
120,700
-600
-0.5% -$15.9K ﹤0.01% 695
2018
Q1 		$3.08M Sell
121,300
-2,000
-2% -$52.6K ﹤0.01% 658
2017
Q4 		$3.23M Hold
123,300
– – 0.01% 652
2017
Q3 		$3.26M Buy
123,300
+12,300
+11% +$357K 0.01% 659
2017
Q2 		$3.43M Buy
111,000
+8,800
+9% +$231K 0.01% 636
2017
Q1 		$2.38M Buy
102,200
+62,800
+159% +$1.4M ﹤0.01% 680
2016
Q4 		$905K Buy
39,400
+18,500
+89% +$423K ﹤0.01% 812
2016
Q3 		$483K Buy
+20,900
New +$489K ﹤0.01% 852
2013
Q3 		– Sell
-155,500
Closed -$4.32M – 988
2013
Q2 		$4.32M Buy
+155,500
New +$4.44M 0.01% 476

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

LSV Asset Management's HRB Position: Q2 2026 in Review

LSV Asset Management increased its H&R Block (HRB) stake by 3.9% in Q2 2026, buying an estimated $2.09M and bringing the position to 1,591,990 shares worth $60.6M. The position accounts for 0.11% of the portfolio, ranked #218.

LSV Asset Management first reported a position in HRB in Q2 2013 and has held it in 41 quarters since. The position peaked at $96.9M in Q3 2024. 284 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • LSV Asset Management held 1,591,990 shares of H&R Block worth $60.6M as of Q2 2026.
  • LSV Asset Management bought 60,100 H&R Block shares in Q2 2026, an estimated $2.09M.
  • H&R Block made up 0.11% of LSV Asset Management's portfolio in Q2 2026, its #218 holding.
  • LSV Asset Management first reported a position in H&R Block in Q2 2013 and has held it in 41 quarters since.
  • LSV Asset Management's H&R Block position peaked at $96.9M in Q3 2024.
  • 284 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.