HRB — H&R Block Inc

Ownership history in Corient IA LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Corient IA LLC reported a position in H&R Block Inc (HRB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q1)
Avg. % of fund
0.15%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 4,000 — 0% 0.15% $202K $49.41
2025 Q2 UNCHANGED 4,000 — 0% 0.13% $220K $53.18
2025 Q1 INITIATED 4,000 — — 0.16% $220K $52.86
% of Fund (quarterly)    HRB price (monthly, adj. close)

Other funds also holding HRB

As of 2025 Q4 — sorted by position size

Framtiden Holdings Management Co LLC 13.0% Lodge Hill Capital, LLC 3Y 7Y 6.59% Prevatt Capital Ltd 4.41% Round Hill Asset Management 3Y 7Y 1.5% Rings Capital Management LLC 3Y 7Y 1.15% Aurora Investment Counsel 3Y 7Y 0.84% Cunning Capital Partners, LP 3Y 0.75% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.68% Kendall Capital Management 3Y 7Y 0.65% FULLER & THALER ASSET MANAGEMENT, INC. 3Y 7Y 0.64%
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