Exited position

Warren Buffett’s Block H & R Inc (HRB) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Berkshire HathawayVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2001Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares18.54MHighest verified quarter-end share count
Quarters reported17Verified quarters with shares above zero
What happened?

Berkshire Hathaway first reported Block H & R Inc in Q4 2001. The reported position was reduced across later filings. The latest verified relationship event shows that Berkshire Hathaway sold the entire position in Q2 2007, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2007
Sold the entire position−16.06M shares · No shares reported at quarter-end
Q1 2006
Sold 13.4% of the position−2.48M shares · 16.06M shares remained
Filing context

Quarter-end price $21.65 · Estimated holding basis $24.55

Q4 2005
New position+18.54M shares · 18.54M shares reported
Filing context

Quarter-end price $24.55 · Estimated holding basis $24.55

Q2 2005
Sold the entire position−13.51M shares · No shares reported at quarter-end
Q1 2005
Sold 5.9% of the position−839.70K shares · 13.51M shares remained
Filing context

Quarter-end price $50.58 · Estimated holding basis $49.42

Q1 2004
Sold 1.8% of the position−260.30K shares · 14.35M shares remained
Filing context

Quarter-end price $51.03 · Estimated holding basis $44.70

7 unchanged quarters are collapsed by default.

Portfolio importance

How important was Block H & R Inc in Berkshire Hathaway’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q1 2007
Last reported rank#39of 41 reported positions
Peak portfolio weight2.6%Q1 2003
Best historical rank#8Q4 2001
At peak importanceQ1 2003
HRB
2.6%
Largest holding
30.6%
Cross-investor discovery

Who else owns Block H & R Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
HRB0.0% of reported portfolio
Explore Block H & R Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$44.812026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Berkshire Hathaway’s Form 13F disclosures. It is not Warren Buffett’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.