LSV ASSET MANAGEMENT

Position in HRB — H&R Block Inc

CIK 1050470 CHICAGO, IL

Back to HRB Full portfolio

Position in HRB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$60,622,979

+$12,000,791 QoQ

Shares Held

1,591,990

+3.9% QoQ

Ownership

1.29%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#18

of 536 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

LSV ASSET MANAGEMENT holds $81,539,667 across 3 Personal Services names. HRB ranks #1 (74.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	1,591,990	$60,622,979
2	CSV	Carriage Services Inc	542,927	$20,815,821
3	FTDR	Frontdoor, Inc.	1,300	$100,867

All Filings in HRB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,622,979	1,591,990	+3.9%	Shares	Sole	2026-08-06
2026-03-31	$48,622,188	1,531,890	-0.2%	Shares	Sole	2026-05-11
2025-12-31	$66,871,374	1,534,451	+3.8%	Shares	Sole	2026-02-06
2025-09-30	$74,770,324	1,478,551	-8.1%	Shares	Sole	2025-11-06
2025-06-30	$88,333,434	1,609,281	-3.5%	Shares	Sole	2025-08-11
2025-03-31	$91,570,771	1,667,652	+14.3%	Shares	Sole	2025-05-09
2024-12-31	$77,074,167	1,458,633	-4.4%	Shares	Sole	2025-02-13
2024-09-30	$96,923,346	1,525,151	-3.2%	Shares	Sole	2024-11-12
2024-06-30	$85,438,876	1,575,491	-2.5%	Shares	Sole	2024-08-06
2024-03-31	$79,379,488	1,616,361	-3.8%	Shares	Sole	2024-05-06
2023-12-31	$81,295,459	1,680,700	-0.9%	Shares	Sole	2024-02-06
2023-09-30	$72,995,957	1,695,215	-7.3%	Shares	Sole	2023-11-03
2023-06-30	$58,261,228	1,828,090	-4.6%	Shares	Sole	2023-08-02
2023-03-31	$67,560,678	1,916,615	-7.2%	Shares	Sole	2023-05-02
2022-12-31	$75,432,617	2,066,081	+1.4%	Shares	Sole	2023-02-08
2022-09-30	$86,710,047	2,038,318	-4.6%	Shares	Sole	2022-11-07
2022-06-30	$75,465,241	2,136,615	-10.0%	Shares	Sole	2022-08-10
2022-03-31	$61,793,310	2,373,015	-0.9%	Shares	Sole	2022-05-12
2021-12-31	$56,433,268	2,395,300	+8.7%	Shares	Sole	2022-01-28
2021-09-30	$55,114,500	2,204,580	-0.9%	Shares	Sole	2021-11-04
2021-06-30	$52,213,250	2,223,733	+36.0%	Shares	Sole	2021-08-04
2021-03-31	$35,648,079	1,635,233	+60.5%	Shares	Sole	2021-04-30
2020-12-31	$16,156,566	1,018,699	+89.2%	Shares	Sole	2021-02-08
2020-09-30	$8,768,907	538,300	+124.9%	Shares	Sole	2020-10-23
2020-06-30	$3,418,632	239,400	-9.5%	Shares	Sole	2020-08-05
2020-03-31	$3,725,568	264,600	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.