Bridgewater Associates, LP
Holdings in HRB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $19,857,444 | 455,655 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $30,658,669 | 606,262 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $34,735,380 | 632,818 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $28,797,165 | 524,443 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $23,274,751 | 440,476 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $19,679,147 | 309,664 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $8,551,311 | 157,686 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $16,977,670 | 345,707 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $18,430,421 | 381,030 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $14,213,417 | 330,084 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $5,581,679 | 175,139 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $4,132,569 | 117,236 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $5,039,694 | 138,036 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $2,049,024 | 48,167 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $4,959,528 | 140,417 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $232,875 | 8,943 | Shares | Sole | 2022-05-13 |
| 2021-03-31 | $266,701 | 12,234 | Shares | Sole | 2021-05-14 |