Ray Dalio's HRB Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 455,655 shares of H&R Block, Inc. (HRB) worth $19.86 M, representing 0.07% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in HRB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 154,945 shares. Largest reduction occurred in Q2 2024, reducing 188,021 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's H&R Block (HRB) Holding Value Over Time
Track share changes against reported price movement
Quarterly H&R Block (HRB) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -150,607 | Reduce 24.84% | 455,655 | $43.58 |
| Q3 2025 | -26,556 | Reduce 4.20% | 606,262 | $50.57 |
| Q2 2025 | +108,375 | Add 20.66% | 632,818 | $54.89 |
| Q1 2025 | +83,967 | Add 19.06% | 524,443 | $54.91 |
| Q4 2024 | +130,812 | Add 42.24% | 440,476 | $52.84 |
| Q3 2024 | +151,978 | Add 96.38% | 309,664 | $63.55 |
| Q2 2024 | -188,021 | Reduce 54.39% | 157,686 | $54.23 |
| Q1 2024 | -35,323 | Reduce 9.27% | 345,707 | $49.11 |
| Q4 2023 | +50,946 | Add 15.43% | 381,030 | $48.37 |
| Q3 2023 | +154,945 | Add 88.47% | 330,084 | $43.06 |
| Q2 2023 | +57,903 | Add 49.39% | 175,139 | $31.87 |
| Q1 2023 | -20,800 | Reduce 15.07% | 117,236 | $35.25 |
| Q4 2022 | +89,869 | Add 186.58% | 138,036 | $36.51 |
| Q3 2022 | -92,250 | Reduce 65.70% | 48,167 | $42.54 |
| Q2 2022 | +131,474 | Add 1470.13% | 140,417 | $35.32 |
| Q1 2022 | +8,943 | New Buy | 8,943 | $26.05 |
| Q2 2021 | -12,234 | Sold Out | 0 | $0.00 |
| Q1 2021 | +12,234 | New Buy | 12,234 | $21.82 |
| Q1 2019 | -33,567 | Sold Out | 0 | $0.00 |
| Q4 2018 | +22,445 | Add 201.81% | 33,567 | $25.38 |
| Q3 2018 | +11,122 | New Buy | 11,122 | $25.71 |
| Q2 2018 | -12,862 | Sold Out | 0 | $0.00 |
| Q1 2018 | +12,862 | New Buy | 12,862 | $25.42 |
| Q3 2017 | -8,117 | Sold Out | 0 | $0.00 |
| Q2 2017 | +8,117 | New Buy | 8,117 | $30.92 |
| Q4 2015 | -19,113 | Sold Out | 0 | $0.00 |
| Q3 2015 | +5,200 | Add 37.38% | 19,113 | $36.21 |
| Q2 2015 | +13,913 | New Buy | 13,913 | $29.68 |
| Q2 2014 | -16,966 | Sold Out | 0 | $0.00 |
| Q1 2014 | -13,900 | Reduce 45.03% | 16,966 | $30.18 |
| Q4 2013 | -45,734 | Reduce 59.70% | 30,866 | $29.03 |
| Q3 2013 | +76,600 | New Buy | 76,600 | $26.66 |
Ray Dalio's H&R Block Investment FAQs
Ray Dalio first purchased H&R Block, Inc. (HRB) in Q3 2013, acquiring 76,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held H&R Block, Inc. (HRB) for 32 quarters since Q3 2013.
Ray Dalio's largest addition to H&R Block, Inc. (HRB) was in Q3 2023, adding 330,084 shares worth $14.21 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 455,655 shares of H&R Block, Inc. (HRB), valued at approximately $19.86 M.
As of the Q4 2025 filing, H&R Block, Inc. (HRB) represents approximately 0.07% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in H&R Block, Inc. (HRB) was 632,818 shares, as reported at the end of Q2 2025.