H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership19,983 shares
Latest Disclosed Value $ 634,261
Baird Financial Group, Inc. reports 7.50% increase in ownership of HRB / H&R Block, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 19,983 shares of H&R Block, Inc. (MX:HRB) valued at $634,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 18,589 shares of H&R Block, Inc.. This represents a change in shares of 7.50% during the quarter.

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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F BLOCK H R COM 093671105 19,983 1,394 7.50 634 -21.73 0.0010
2026-02-13 2025-12-31 13F BLOCK H R INC COM COMMON 093671105 18,589 1,350 7.83 810 -7.00 0.0013
2025-11-13 2025-09-30 13F BLOCK H R INC COM COMMON 093671105 17,239 1,686 10.84 872 2.11 0.0014
2025-08-13 2025-06-30 13F BLOCK H R INC COM COMMON 093671105 15,553 -1,666 -9.68 854 -9.74 0.0015
2025-05-15 2025-03-31 13F BLOCK H R INC COM COMMON 093671105 17,219 120 0.70 945 4.65 0.0018
2025-02-14 2024-12-31 13F HR BLOCK COMMON 093671105 17,099 1,490 9.55 904 -8.88 0.0017
2024-11-14 2024-09-30 13F HR BLOCK COMMON 093671105 15,609 -655 -4.03 992 12.49 0.0019
2024-08-14 2024-06-30 13F HR BLOCK COMMON 093671105 16,264 3,489 27.31 882 40.51 0.0018
2024-05-14 2024-03-31 13F HR BLOCK COMMON 093671105 12,775 -204 -1.57 627 0.00 0.0013
2024-02-14 2023-12-31 13F HR BLOCK COMMON 093671105 12,979 -87 -0.67 628 11.57 0.0014
2023-11-13 2023-09-30 13F H R BLOCK COMMON 093671105 13,066 1,698 14.94 563 55.25 0.0015
2023-08-11 2023-06-30 13F H R BLOCK COMMON 093671105 11,368 1,467 14.82 362 3.72 0.0010
2023-05-15 2023-03-31 13F H R BLOCK COMMON 093671105 9,901 35 0.35 349 0.0009
2023-02-13 2022-12-31 13F H R BLOCK COMMON 093671105 9,866 -12 -0.12 0 -100.00 0.0009
2022-11-15 2022-09-30 13F H R BLOCK COMMON 093671105 9,878 -257 -2.54 421 17.60 0.0012
2022-08-08 2022-06-30 13F H R BLOCK COMMON 093671105 10,135 -845 -7.70 358 25.17 0.0010
2022-05-13 2022-03-31 13F H R BLOCK COMMON 093671105 10,980 1,665 17.87 286 30.59 0.0007
2022-02-09 2021-12-31 13F BLOCK H R INC COM COMMON 093671105 9,315 0 0.00 219 -6.01 0.0005
2021-11-12 2021-09-30 13F BLOCK H R INC COM COMMON 093671105 9,315 73 0.79 233 7.37 0.0006
2021-08-11 2021-06-30 13F BLOCK H R INC COM COMMON 093671105 9,242 -150 -1.60 217 6.37 0.0006
2021-05-13 2021-03-31 13F BLOCK H R INC COM COMMON 093671105 9,392 9,392 204 0.0006
2021-02-11 2020-12-31 13F BLOCK H R INC COM COMMON 093671105 0 -564,799 -100.00 0 -100.00
2020-11-12 2020-09-30 13F BLOCK H R INC COM COMMON 093671105 564,799 111,126 24.49 9,201 42.03 0.0315
2020-10-22 2020-06-30 13F/A-1 BLOCK H R INC COM COMMON 093671105 453,673 101,208 28.71 6,478 29.33 0.0244
2020-08-14 2020-06-30 13F BLOCK H R INC COM COMMON 093671105 458,721 106,256 6,620 13,119.3360
2020-05-14 2020-03-31 13F BLOCK H R INC COM COMMON 093671105 352,465 31,349 9.76 5,009 -33.57 0.0229
2020-02-14 2019-12-31 13F BLOCK H & R INC COM COMMON 093671105 321,116 144,729 82.05 7,540 80.99 0.0271
2019-11-14 2019-09-30 13F H R BLOCK Common 093671105 176,387 13,377 8.21 4,166 -12.77 0.0164
2019-08-14 2019-06-30 13F H & R BLOCK COMMON 093671105 163,010 -8,608 -5.02 4,776 16.12 0.0186
2019-05-14 2019-03-31 13F H R BLOCK COMMON 093671105 171,618 59,406 52.94 4,113 44.47 0.0240
2019-02-14 2018-12-31 13F H R BLOCK COMMON 093671105 112,212 94,266 525.28 2,847 510.94 0.0193
2018-11-13 2018-09-30 13F BLOCK H R COMMON 093671105 17,946 -21,550 -54.56 466 -48.16 0.0029
2018-08-13 2018-06-30 13F BLOCK H amp; R COMMON 093671105 39,496 -62,326 -61.21 899 -65.26 0.0061
2018-05-14 2018-03-31 13F BLOCK H & R INCORP COMMON 093671105 101,822 10,599 11.62 2,588 8.19 0.0182
2018-02-09 2017-12-31 13F H R BLOCK COMMON 093671105 91,223 4,844 5.61 2,392 4.59 0.0169
2017-11-14 2017-09-30 13F H R BLOCK COMMON 093671105 86,379 -3,521 -3.92 2,287 -17.70 0.0172
2017-08-14 2017-06-30 13F H R BLOCK COMMON 093671105 89,900 -3,040 -3.27 2,779 28.60 0.0218
2017-06-19 2017-03-31 13F/A-1 H R BLOCK COMMON 093671105 92,940 9,342 11.17 2,161 12.43 0.0175
2017-05-09 2017-03-31 13F H R BLOCK COMMON 093671105 92,940 2,161
2017-02-10 2016-12-31 13F BLOCK H & R COMMON 093671105 83,598 -89,399 -51.68 1,922 -52.01 0.0167
2016-11-10 2016-09-30 13F BLOCK H & R COMMON 093671105 172,997 4,046 2.39 4,005 3.06 0.0359
2016-08-11 2016-06-30 13F BLOCK H & R COMMON 093671105 168,951 4,255 2.58 3,886 -10.69 0.0356
2016-05-12 2016-03-31 13F BLOCK H & R COMMON 093671105 164,696 21,752 15.22 4,351 -8.61 0.0416
2016-02-11 2015-12-31 13F BLOCK H & R COMMON 093671105 142,944 28,008 24.37 4,761 14.42 0.0476
2015-11-12 2015-09-30 13F BLOCK H & R COMMON 093671105 114,936 87,376 317.04 4,161 409.30 0.0442
2015-08-14 2015-06-30 13F H R BLOCK COMMON 093671105 27,560 27,560 817 0.0080
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.