Position in HRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,327,181
+$2,887,325 QoQ
Shares Held
271,197
+15.7% QoQ
Ownership
0.220%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#62
of 536 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $10,327,181 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
271,197 | $10,327,181 |
All Filings in HRB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,327,181 | 271,197 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,439,856 | 234,400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,493,628 | 240,790 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,525,755 | 267,466 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,373,950 | 97,904 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,997,074 | 273,121 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,604,095 | 162,833 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,329,249 | 178,273 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,669,587 | 159,867 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,851,068 | 159,867 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,635,254 | 178,525 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,178,135 | 236,371 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,701,385 | 241,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,794,747 | 164,390 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $967,149 | 26,490 | Shares | Sole | 2023-02-13 | |
| 2021-03-31 | $809,717 | 37,143 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,302,787 | 82,143 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,874,668 | 299,243 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,685,254 | 188,043 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,407,197 | 99,943 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||