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Royce & Associates position in HRB
BLOCK H & R INC · Consumer Discretionary
Latest position (Q2 2026)1.06M sh
Reported value held$40.49M
Portfolio Weight0.33%
First reportedQ3 2021
Last changeAdd
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 402.04K | $10.05M | New |
| Q4 2021 | 1.81M | $42.60M | Add |
| Q1 2022 | 1.91M | $49.74M | Add |
| Q2 2022 | 1.33M | $47.10M | Reduce |
| Q3 2022 | 935.13K | $39.78M | Reduce |
| Q4 2022 | 748.83K | $27.34K | Reduce |
| Q1 2023 | 629.89K | $22.20K | Reduce |
| Q2 2023 | 690.89K | $22.02M | Add |
| Q3 2023 | 575.12K | $24.76M | Reduce |
| Q4 2023 | 359.12K | $17.37M | Reduce |
| Q1 2024 | 190.62K | $9.36M | Reduce |
| Q2 2024 | 174.56K | $9.47M | Reduce |
| Q3 2024 | 164.56K | $10.46M | Reduce |
| Q4 2024 | 156.06K | $8.25M | Reduce |
| Q1 2025 | 142.76K | $7.84M | Reduce |
| Q2 2025 | 79.46K | $4.36M | Reduce |
| Q3 2025 | 214.56K | $10.85M | Add |
| Q4 2025 | 316.07K | $13.77M | Add |
| Q1 2026 | 776.72K | $24.65M | Add |
| Q2 2026 | 1.06M | $40.49M | Add |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding HRB
- BlackRock Inc 16.33M sh · $621.70M · Q2 2026
- Fidelity Management & Research (FMR) 15.74M sh · $599.54M · Q2 2026
- Vanguard Group 13.31M sh · $580.22M · Q4 2025
- AQR Capital Management 9.62M sh · $366.19M · Q2 2026
- Lazard Asset Management 3.24M sh · $123.55M · Q2 2026
- Geode Capital Management 3.06M sh · $116.60M · Q2 2026
- Northern Trust Corp 2.93M sh · $111.74M · Q2 2026
- Morgan Stanley 2.19M sh · $83.22M · Q2 2026
- Goldman Sachs Group 1.92M sh · $73.22M · Q2 2026
- Arrowstreet Capital 1.91M sh · $72.83M · Q2 2026
- Charles Schwab Investment Management 1.85M sh · $70.26M · Q2 2026
- BNY Mellon 1.48M sh · $56.22M · Q2 2026