Jefferies Group's HRB Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 45,038 shares of H&R Block, Inc. (HRB) worth $1.96 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in HRB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 26,813 shares. Largest reduction occurred in Q2 2023, reducing 28,155 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's H&R Block (HRB) Holding Value Over Time
Track share changes against reported price movement
Quarterly H&R Block (HRB) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +18,225 | Add 67.97% | 45,038 | $43.58 |
| Q3 2025 | +26,813 | New Buy | 26,813 | $50.57 |
| Q2 2025 | -17,499 | Sold Out | 0 | $0.00 |
| Q1 2025 | +12,741 | Add 267.78% | 17,499 | $54.91 |
| Q4 2024 | +4,758 | New Buy | 4,758 | $52.84 |
| Q3 2024 | -5,280 | Sold Out | 0 | $0.00 |
| Q2 2024 | -6,220 | Reduce 54.09% | 5,280 | $54.23 |
| Q1 2024 | -10,000 | Reduce 46.51% | 11,500 | $49.11 |
| Q4 2023 | +21,500 | New Buy | 21,500 | $48.37 |
| Q2 2023 | -28,155 | Sold Out | 0 | $0.00 |
| Q1 2023 | +28,155 | New Buy | 28,155 | $35.25 |
Jefferies Group's H&R Block Investment FAQs
Jefferies Group first purchased H&R Block, Inc. (HRB) in Q1 2023, acquiring 28,155 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held H&R Block, Inc. (HRB) for 11 quarters since Q1 2023.
Jefferies Group's largest addition to H&R Block, Inc. (HRB) was in Q1 2023, adding 28,155 shares worth $992,464.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 45,038 shares of H&R Block, Inc. (HRB), valued at approximately $1.96 M.
As of the Q4 2025 filing, H&R Block, Inc. (HRB) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in H&R Block, Inc. (HRB) was 45,038 shares, as reported at the end of Q4 2025.