Jeremy Grantham's HRB Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 240,790 shares of H&R Block, Inc. (HRB) worth $10.49 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in HRB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 169,562 shares. Largest reduction occurred in Q4 2020, reducing 217,100 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's H&R Block (HRB) Holding Value Over Time
Track share changes against reported price movement
Quarterly H&R Block (HRB) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -26,676 | Reduce 9.97% | 240,790 | $43.58 |
| Q3 2025 | +169,562 | Add 173.19% | 267,466 | $50.57 |
| Q2 2025 | -175,217 | Reduce 64.15% | 97,904 | $54.89 |
| Q1 2025 | +110,288 | Add 67.73% | 273,121 | $54.91 |
| Q4 2024 | -15,440 | Reduce 8.66% | 162,833 | $52.84 |
| Q3 2024 | +18,406 | Add 11.51% | 178,273 | $63.55 |
| Q1 2024 | -18,658 | Reduce 10.45% | 159,867 | $49.11 |
| Q4 2023 | -57,846 | Reduce 24.47% | 178,525 | $48.37 |
| Q3 2023 | -5,279 | Reduce 2.18% | 236,371 | $43.06 |
| Q2 2023 | +77,260 | Add 47.00% | 241,650 | $31.87 |
| Q1 2023 | +137,900 | Add 520.57% | 164,390 | $35.25 |
| Q4 2022 | +26,490 | New Buy | 26,490 | $36.51 |
| Q2 2021 | -37,143 | Sold Out | 0 | $0.00 |
| Q1 2021 | -45,000 | Reduce 54.78% | 37,143 | $21.81 |
| Q4 2020 | -217,100 | Reduce 72.55% | 82,143 | $15.86 |
| Q3 2020 | +111,200 | Add 59.14% | 299,243 | $16.29 |
| Q2 2020 | +88,100 | Add 88.15% | 188,043 | $14.28 |
| Q1 2020 | +56,400 | Add 129.53% | 99,943 | $14.08 |
| Q4 2019 | +8,643 | Add 24.77% | 43,543 | $23.47 |
| Q3 2019 | +23,500 | Add 206.14% | 34,900 | $23.61 |
| Q2 2019 | -2,000 | Reduce 14.93% | 11,400 | $29.30 |
| Q1 2019 | +2,100 | Add 18.58% | 13,400 | $23.96 |
| Q4 2018 | +11,300 | New Buy | 11,300 | $25.40 |
| Q4 2013 | -29,722 | Sold Out | 0 | $0.00 |
| Q3 2013 | -2,621 | Reduce 8.10% | 29,722 | $26.65 |
| Q2 2013 | +32,343 | Add 0.00% | 32,343 | $27.76 |
Jeremy Grantham's H&R Block Investment FAQs
Jeremy Grantham first purchased H&R Block, Inc. (HRB) in Q2 2013, acquiring 32,343 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held H&R Block, Inc. (HRB) for 27 quarters since Q2 2013.
Jeremy Grantham's largest addition to H&R Block, Inc. (HRB) was in Q3 2025, adding 267,466 shares worth $13.53 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 240,790 shares of H&R Block, Inc. (HRB), valued at approximately $10.49 M.
As of the Q4 2025 filing, H&R Block, Inc. (HRB) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in H&R Block, Inc. (HRB) was 299,243 shares, as reported at the end of Q3 2020.