H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionBridgewater Associates, LP
ManagerRay Dalio, Bob Prince
Latest Disclosed Ownership46,529 shares
Latest Disclosed Value $ 1,476,830
Bridgewater Associates, LP reports 89.79% decrease in ownership of HRB / H&R Block, Inc.

On May 15, 2026 - Bridgewater Associates, LP filed a 13F-HR form disclosing ownership of 46,529 shares of H&R Block, Inc. (MX:HRB) valued at $1,476,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 455,655 shares of H&R Block, Inc.. This represents a change in shares of -89.79% 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)
2026-05-15 2026-03-31 13F BLOCK H & R COM 093671105 46,529 -409,126 -89.79 1,477 -92.57 0.0066
2026-02-13 2025-12-31 13F BLOCK H & R COM 093671105 455,655 -150,607 -24.84 19,857 -35.23 0.0724
2025-11-13 2025-09-30 13F BLOCK H & R COM 093671105 606,262 -26,556 -4.20 30,659 -11.74 0.1201
2025-08-13 2025-06-30 13F BLOCK H & R COM 093671105 632,818 108,375 20.66 34,735 20.62 0.1401
2025-05-14 2025-03-31 13F BLOCK H & R COM 093671105 524,443 83,967 19.06 28,797 23.73 0.1336
2025-02-13 2024-12-31 13F BLOCK H & R COM 093671105 440,476 130,812 42.24 23,275 18.27 0.1067
2024-11-13 2024-09-30 13F BLOCK H & R COM 093671105 309,664 151,978 96.38 19,679 130.14 0.1114
2024-08-14 2024-06-30 13F BLOCK H & R COM 093671105 157,686 -188,021 -54.39 8,551 -49.63 0.0446
2024-05-14 2024-03-31 13F BLOCK H & R COM 093671105 345,707 -35,323 -9.27 16,978 -7.88 0.0859
2024-02-14 2023-12-31 13F BLOCK H & R COM 093671105 381,030 50,946 15.43 18,430 29.67 0.1032
2023-11-13 2023-09-30 13F BLOCK H & R COM 093671105 330,084 154,945 88.47 14,213 154.67 0.0859
2023-08-11 2023-06-30 13F BLOCK H & R COM 093671105 175,139 57,903 49.39 5,582 35.07 0.0345
2023-05-12 2023-03-31 13F BLOCK H & R COM 093671105 117,236 -20,800 -15.07 4,133 -18.00 0.0252
2023-02-13 2022-12-31 13F BLOCK H & R COM 093671105 138,036 89,869 186.58 5,040 145.92 0.0275
2022-11-10 2022-09-30 13F BLOCK H & R COM 093671105 48,167 -92,250 -65.70 2,049 -58.69 0.0104
2022-08-11 2022-06-30 13F BLOCK H R COM 093671105 140,417 131,474 1,470.13 4,960 2,028.76 0.0210
2022-05-13 2022-03-31 13F BLOCK H & R COM 093671105 8,943 8,943 233 0.0009
2021-08-13 2021-06-30 13F BLOCK H & R COM 093671105 0 -12,234 -100.00 0 -100.00
2021-05-14 2021-03-31 13F BLOCK H & R COM 093671105 12,234 12,234 267 0.0024
2019-05-14 2019-03-31 13F BLOCK H & R COM 093671105 0 -33,567 -100.00 0 -100.00
2019-02-13 2018-12-31 13F BLOCK H & R COM 093671105 33,567 22,445 201.81 852 197.90 0.0078
2018-11-13 2018-09-30 13F BLOCK H & R COM 093671105 11,122 11,122 286 0.0030
2018-08-13 2018-06-30 13F BLOCK H & R COM 093671105 0 -12,862 -100.00 0 -100.00
2018-05-15 2018-03-31 13F BLOCK H & R COM 093671105 12,862 12,862 327 0.0031
2017-11-13 2017-09-30 13F BLOCK H & R COM 093671105 0 -8,117 -100.00 0 -100.00
2017-08-10 2017-06-30 13F BLOCK H & R COM 093671105 8,117 8,117 251 0.0023
2016-02-11 2015-12-31 13F BLOCK H & R COM 093671105 0 -19,113 -100.00 0 -100.00
2015-11-12 2015-09-30 13F BLOCK H & R COM 093671105 19,113 5,200 37.38 692 67.55 0.0093
2015-08-11 2015-06-30 13F BLOCK H & R COM 093671105 13,913 -3,053 -17.99 413 -19.34 0.0038
2014-05-14 2014-03-31 13F BLOCK H & R COM 093671105 16,966 -13,900 -45.03 512 -42.86 0.0042
2014-02-12 2013-12-31 13F BLOCK H & R COM 093671105 30,866 -45,734 -59.70 896 -56.12 0.0072
2013-11-13 2013-09-30 13F BLOCK H & R COM 093671105 76,600 76,600 2,042 0.0172
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.