Fmr Llc ownership in HRB / H&R Block, Inc.

H&R Block, Inc.

DE ˙ DB ˙ US0936711052

32,86 € ↓ -0,78 (-2,32%)

2026-06-03
AKTIENPREIS

Security	DE:HRB / H&R Block, Inc.
Institution	Fmr Llc
Latest Disclosed Ownership	14,567,340 shares
Ownership	11.50%

2026-02-05 - Fmr Llc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 14,567,340 shares of H&R Block, Inc. (DE:HRB). This represents 11.5 percent ownership of the company. In their previous filing dated 2025-02-12 , Fmr Llc had reported owning 14,408,983 shares, indicating an increase of 1.10 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2026-02-05	2026-02-05	13G/A	14,408,983	14,567,340	1.10	11.50	9.52
2025-02-12	2025-02-12	13G/A	18,932,442	14,408,983	-23.89	10.50	-23.27
2024-11-12	2024-11-12	13G/A	21,588,833	18,932,442	-12.30	13.69	-8.76
2024-02-09	2024-02-09	13G/A	19,158,313	21,588,833	12.69	15.00	21.73
2023-02-09	2023-02-09	13G/A	18,462,596	19,158,313	3.77	12.32	3.76
2022-12-12	2022-12-12	13G	6,828,161	18,462,596	170.39	11.88	260.29
2017-02-14	2017-02-14	13G/A	13,169,808	6,828,161	-48.15	3.30	-40.94
2016-02-12	2016-02-12	13G/A		13,169,808		5.58
2015-02-13	2015-02-13	13G/A		24,737,531		8.99
2014-02-14	2014-02-14	13G		27,323,563		9.97

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	BLOCK H & R	COM	093671105	15,287,403	720,062	4.94	485,222	-23.57	0.0051
2026-02-17	2025-12-31	13F	BLOCK H & R	COM	093671105	14,567,341	184,330	1.28	634,845	-12.72	0.0324
2025-11-13	2025-09-30	13F	BLOCK H & R	COM	093671105	14,383,011	532,979	3.85	727,349	-4.33	0.0378
2025-08-14	2025-06-30	13F	BLOCK H & R	COM	093671105	13,850,032	-844,792	-5.75	760,228	-5.78	0.0429
2025-05-12	2025-03-31	13F	BLOCK H & R	COM	093671105	14,694,824	285,833	1.98	806,893	5.98	0.0515
2025-02-13	2024-12-31	13F	BLOCK H & R	COM	093671105	14,408,991	-4,523,454	-23.89	761,371	-36.72	0.0454
2024-11-13	2024-09-30	13F	BLOCK H & R	COM	093671105	18,932,445	-1,996,584	-9.54	1,203,157	6.01	0.0732
2024-08-13	2024-06-30	13F	BLOCK H & R	COM	093671105	20,929,029	137,805	0.66	1,134,981	11.16	0.0726
2024-05-13	2024-03-31	13F	BLOCK H & R	COM	093671105	20,791,224	-797,619	-3.69	1,021,057	-2.22	0.0685
2024-02-13	2023-12-31	13F	BLOCK H & R	COM	093671105	21,588,843	-337,486	-1.54	1,044,252	10.60	0.0802
2023-11-13	2023-09-30	13F	BLOCK H & R	COM	093671105	21,926,329	-915,125	-4.01	944,148	29.70	0.0816
2023-08-11	2023-06-30	13F	BLOCK H & R	COM	093671105	22,841,454	3,770	0.02	727,957	-9.57	0.0610
2023-08-11	2023-03-31	13F/A-1	BLOCK H & R	COM	093671105	22,837,684	3,679,366	19.21	805,028	15.09	0.0736
2023-05-11	2023-03-31	13F	BLOCK H & R	COM	093671105	22,837,684	3,679,366		805,028		0.0736
2023-02-13	2022-12-31	13F	BLOCK H & R	COM	093671105	19,158,318	4,478,844	30.51	699,470	12.01	0.0695
2022-11-10	2022-09-30	13F	BLOCK H & R	COM	093671105	14,679,474	1,898,139	14.85	624,464	38.33	0.0651
2022-08-12	2022-06-30	13F	BLOCK H & R	COM	093671105	12,781,335	4,690,930	57.98	451,436	114.28	0.0450
2022-05-13	2022-03-31	13F	BLOCK H & R	COM	093671105	8,090,405	8,085,933	180,812.46	210,675	200,542.86	0.0168
2022-02-14	2021-12-31	13F	BLOCK H & R	COM	093671105	4,472	728	19.44	105	11.70	0.0000
2022-02-14	2021-09-30	13F/A-1	BLOCK H & R	COM	093671105	3,744	1,515	67.97	94	80.77	0.0000
2021-11-15	2021-09-30	13F	BLOCK H & R	COM	093671105	3,744	1,515		94		0.0000
2021-08-13	2021-06-30	13F	BLOCK H & R	COM	093671105	2,229	-3,435,309	-99.94	52	-99.93	0.0000
2021-05-14	2021-03-31	13F	BLOCK H & R	COM	093671105	3,437,538	1,988,032	137.15	74,938	225.97	0.0064
2021-02-08	2020-12-31	13F	BLOCK H & R	COM	093671105	1,449,506	-1,266,934	-46.64	22,989	-48.05	0.0020
2020-11-13	2020-09-30	13F	BLOCK H & R	COM	093671105	2,716,440	-2,896,450	-51.60	44,251	-44.79	0.0045
2020-08-24	2020-06-30	13F/A-1	BLOCK H & R	COM	093671105	5,612,890	-539,188	-8.76	80,152	-7.47	0.0088
2020-08-13	2020-06-30	13F	BLOCK H & R	COM	093671105	5,612,890	-539,188		80,152		1,969.1001
2020-05-14	2020-03-31	13F	BLOCK H & R	COM	093671105	6,152,078	5,612,893	1,041.00	86,621	584.21	0.0120
2020-02-07	2019-12-31	13F	BLOCK H & R	COM	093671105	539,185	103	0.02	12,660	-0.57	0.0014
2019-11-13	2019-09-30	13F	BLOCK H & R	COM	093671105	539,082	-702,129	-56.57	12,733	-64.99	0.0015
2019-08-13	2019-06-30	13F	BLOCK H & R	COM	093671105	1,241,211	1,085,673	698.01	36,368	876.58	0.0042
2019-05-13	2019-03-31	13F	BLOCK H & R	COM	093671105	155,538	-1,547,143	-90.87	3,724	-91.38	0.0004
2019-02-13	2018-12-31	13F	BLOCK H & R	COM	093671105	1,702,681	-934,250	-35.43	43,197	-36.38	0.0059
2018-11-09	2018-09-30	13F	BLOCK H & R	COM	093671105	2,636,931	512,687	24.14	67,901	40.32	0.0076
2018-08-10	2018-06-30	13F	BLOCK H & R	COM	093671105	2,124,244	-1,029,816	-32.65	48,391	-39.62	0.0057
2018-05-14	2018-03-31	13F	BLOCK H & R	COM	093671105	3,154,060	1,490,942	89.65	80,144	83.79	0.0095
2018-02-12	2017-12-31	13F	BLOCK H & R	COM	093671105	1,663,118	477,658	40.29	43,607	38.92	0.0051
2017-11-13	2017-09-30	13F	BLOCK H & R	COM	093671105	1,185,460	881,725	290.29	31,390	234.33	0.0038
2017-08-29	2017-06-30	13F/A-1	BLOCK H & R	COM	093671105	303,735	-2,193,458	-87.84	9,389	-83.83	0.0012
2017-08-11	2017-06-30	13F	BLOCK H & R	COM	093671105	303,735	-2,193,458		9,389
2017-05-11	2017-03-31	13F	BLOCK H & R	COM	093671105	2,497,193	-4,330,706	-63.43	58,061	-63.01	0.0074
2017-02-10	2016-12-31	13F	BLOCK H & R	COM	093671105	6,827,899	-8,948,611	-56.72	156,973	-57.02	0.0210
2016-11-14	2016-09-30	13F	BLOCK H & R	COM	093671105	15,776,510	-1,251,214	-7.35	365,227	-6.74	0.0486
2016-08-11	2016-06-30	13F	BLOCK H & R	COM	093671105	17,027,724	4,315,751	33.95	391,638	16.61	0.0535
2016-05-16	2016-03-31	13F	BLOCK H & R	COM	093671105	12,711,973	-457,404	-3.47	335,851	-23.44	0.0465
2016-02-12	2015-12-31	13F	BLOCK H & R	COM	093671105	13,169,377	-3,802,424	-22.40	438,672	-28.60	0.0590
2015-11-10	2015-09-30	13F	BLOCK H & R	COM	093671105	16,971,801	1,361,350	8.72	614,380	32.74	0.0875
2015-08-25	2015-06-30	13F/A-1	BLOCK H & R	COM	093671105	15,610,451	-9,134,020	-36.91	462,849	-41.67	0.0593
2015-08-13	2015-06-30	13F	BLOCK H & R	COM	093671105	15,610,451			462,849
2015-05-14	2015-03-31	13F	BLOCK H & R	COM	093671105	24,744,471	6,940	0.03	793,555	-4.75	0.1011
2015-02-17	2014-12-31	13F	BLOCK H & R	COM	093671105	24,737,531	7,171	0.03	833,160	8.64	0.1084
2014-11-14	2014-09-30	13F	BLOCK H & R	COM	093671105	24,730,360	75,614	0.31	766,888	-7.20	0.1039
2014-08-14	2014-06-30	13F	BLOCK H & R	COM	093671105	24,654,746	-1,270,691	-4.90	826,427	5.59	0.1108
2014-05-15	2014-03-31	13F	BLOCK H & R	COM	093671105	25,925,437	-1,387,391	-5.08	782,689	-1.32	0.1087
2014-02-13	2013-12-31	13F	BLOCK H & R	COM	093671105	27,312,828	-35,739	-0.13	793,165	8.78	0.1121
2013-11-14	2013-09-30	13F	BLOCK H & R	COM	093671105	27,348,567	6,523,906	31.33	729,113	26.17	0.1117
2013-09-24	2013-06-30	13F/A-1	BLOCK H & R	COM	093671105	20,824,661	20,824,661		577,885		0.0946
2013-08-14	2013-06-30	13F	BLOCK H & R	COM	093671105	20,824,661			577,885		0.0946

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.