Boston Partners

SEC CIK: 0001386060
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

HRB holding history

H&R Block Inc in every 13F filed by Boston Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HRB overview All 13F holders of HRB Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 18; Since Q1 2021

Holdings of HRB by Boston Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−3,065,070−100.0%	Sold out	Holders
Q4 2025	3,065,070	$133.6M	0.1%	−821,474−21.1%	Reduced	Holders
Q3 2025	3,886,544	$196.5M	0.2%	+652,690+20.2%	Added	Holders
Q2 2025	3,233,854	$177.5M	0.2%	−534,058−14.2%	Reduced	Holders
Q1 2025	3,767,912	$206.9M	0.3%	−732,640−16.3%	Reduced	Holders
Q4 2024	4,500,552	$237.8M	0.3%	+1,660,319+58.5%	Added	Holders
Q3 2024	2,840,233	$180.5M	0.2%	−413,493−12.7%	Reduced	Holders
Q2 2024	3,253,726	$176.4M	0.2%	−17,193−0.5%	Reduced	Holders
Q1 2024	3,270,919	$160.6M	0.2%	+758,827+30.2%	Added	Holders
Q4 2023	2,512,092	$121.5M	0.2%	−34,351−1.3%	Reduced	Holders
Q3 2023	2,546,443	$109.6M	0.2%	−45,709−1.8%	Reduced	Holders
Q2 2023	2,592,152	$82.6M	0.1%	−895,199−25.7%	Reduced	Holders
Q1 2023	3,487,351	$122.9M	0.2%	+3,487,351	New	Holders
Q3 2022	0	$0	0.0%	−615,179−100.0%	Sold out	Holders
Q2 2022	615,179	$22.1M	<0.1%	−126,885−17.1%	Reduced	Holders
Q1 2022	742,064	$19.4M	<0.1%	+79,782+12.0%	Added	Holders
Q4 2021	662,282	$15.6M	<0.1%	+136,075+25.9%	Added	Holders
Q3 2021	526,207	$13.2M	<0.1%	+413,997+368.9%	Added	Holders
Q2 2021	112,210	$2.63M	<0.1%	+37,674+50.5%	Added	Holders
Q1 2021	74,536	$1.63M	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.