HOTCHKIS & WILEY's HRB Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 326,650 shares of H&R Block, Inc. (HRB) worth $10.37 M, representing 0.03% of the portfolio. First purchased in 2013-Q3, this medium-term investment has been held for 20 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in HRB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 1.32 M shares. Largest reduction occurred in Q4 2021, reducing 1.97 M shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's H&R Block (HRB) Holding Value Over Time
Track share changes against reported price movement
Quarterly H&R Block (HRB) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +326,650 | New Buy | 326,650 | $31.74 |
| Q3 2022 | -274,730 | Sold Out | 0 | $0.00 |
| Q2 2022 | -129,240 | Reduce 31.99% | 274,730 | $35.32 |
| Q1 2022 | +36,110 | Add 9.82% | 403,970 | $26.04 |
| Q4 2021 | -1.97 M | Reduce 84.25% | 367,860 | $23.56 |
| Q3 2021 | -28,960 | Reduce 1.23% | 2.34 M | $25.00 |
| Q2 2021 | -52,550 | Reduce 2.17% | 2.36 M | $23.48 |
| Q1 2021 | +46,780 | Add 1.97% | 2.42 M | $21.80 |
| Q4 2020 | -30,100 | Reduce 1.25% | 2.37 M | $15.86 |
| Q3 2020 | +1.32 M | Add 121.67% | 2.4 M | $16.29 |
| Q2 2020 | +1.08 M | New Buy | 1.08 M | $14.28 |
| Q3 2015 | -1.03 M | Sold Out | 0 | $0.00 |
| Q1 2015 | -510,700 | Reduce 33.09% | 1.03 M | $32.07 |
| Q4 2014 | +376,813 | Add 32.30% | 1.54 M | $33.68 |
| Q3 2014 | +6,209 | Add 0.54% | 1.17 M | $31.01 |
| Q2 2014 | -66,849 | Reduce 5.45% | 1.16 M | $33.52 |
| Q1 2014 | +171,200 | Add 16.21% | 1.23 M | $30.19 |
| Q4 2013 | -346,700 | Reduce 24.71% | 1.06 M | $29.04 |
| Q3 2013 | +1.4 M | New Buy | 1.4 M | $26.66 |
HOTCHKIS & WILEY's H&R Block Investment FAQs
HOTCHKIS & WILEY first purchased H&R Block, Inc. (HRB) in Q3 2013, acquiring 1,402,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held H&R Block, Inc. (HRB) for 20 quarters since Q3 2013.
HOTCHKIS & WILEY's largest addition to H&R Block, Inc. (HRB) was in Q3 2013, adding 1,402,800 shares worth $37.4 M.
According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 326,650 shares of H&R Block, Inc. (HRB), valued at approximately $10.37 M.
As of the Q1 2026 filing, H&R Block, Inc. (HRB) represents approximately 0.03% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in H&R Block, Inc. (HRB) was 2,416,590 shares, as reported at the end of Q1 2021.