H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership11,445 shares
Latest Disclosed Value $ 363,264
Crossmark Global Holdings, Inc. reports 91.58% decrease in ownership of HRB / H&R Block, Inc.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 11,445 shares of H&R Block, Inc. (MX:HRB) valued at $363,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 135,875 shares of H&R Block, Inc.. This represents a change in shares of -91.58% 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)
2026-05-11 2026-03-31 13F BLOCK H & R COM 093671105 11,445 -124,430 -91.58 363 -93.87 0.0053
2026-02-03 2025-12-31 13F BLOCK H & R COM 093671105 135,875 -18,707 -12.10 5,921 -24.25 0.0845
2025-11-12 2025-09-30 13F BLOCK H & R COM 093671105 154,582 33,511 27.68 7,817 17.64 0.1171
2025-08-08 2025-06-30 13F BLOCK H & R COM 093671105 121,071 -5,415 -4.28 6,646 -4.32 0.1073
2025-04-30 2025-03-31 13F BLOCK H & R COM 093671105 126,486 19,411 18.13 6,945 138,800.00 0.1225
2025-01-16 2024-12-31 13F BLOCK H & R COM 093671105 107,075 3,280 3.16 6 -16.67 0.1032
2024-11-04 2024-09-30 13F BLOCK H & R COM 093671105 103,795 -12,734 -10.93 7 0.00 0.1177
2024-07-29 2024-06-30 13F BLOCK H & R COM 093671105 116,529 5,069 4.55 6 20.00 0.1208
2024-05-13 2024-03-31 13F BLOCK H & R COM 093671105 111,460 15,482 16.13 5 25.00 0.1049
2024-02-13 2023-12-31 13F BLOCK H & R COM 093671105 95,978 25,118 35.45 5 33.33 0.0963
2023-11-08 2023-09-30 13F BLOCK H & R COM 093671105 70,860 56,745 402.02 3 0.0685
2023-07-31 2023-06-30 13F BLOCK H & R COM 093671105 14,115 -69,207 -83.06 0 -100.00 0.0103
2023-05-12 2023-03-31 13F BLOCK H & R COM 093671105 83,322 -9,140 -9.89 3 -33.33 0.0691
2023-01-19 2022-12-31 13F BLOCK H & R COM 093671105 92,462 6,148 7.12 3 -99.92 0.0841
2022-11-01 2022-09-30 13F BLOCK H & R COM 093671105 86,314 -13,200 -13.26 3,672 4.47 0.1019
2022-07-29 2022-06-30 13F BLOCK H & R COM 093671105 99,514 76,430 331.10 3,515 484.86 0.0911
2022-05-11 2022-03-31 13F BLOCK H & R COM 093671105 23,084 -73,030 -75.98 601 -73.45 0.0134
2022-01-10 2021-12-31 13F BLOCK H & R COM 093671105 96,114 77,300 410.86 2,264 381.70 0.0492
2021-10-21 2021-09-30 13F/A-1 BLOCK H & R COM 093671105 18,814 20 0.11 470 6.58 0.0110
2021-07-21 2021-06-30 13F BLOCK H & R COM 093671105 18,794 4,400 30.57 441 40.45 0.0104
2021-04-15 2021-03-31 13F BLOCK H & R COM 093671105 14,394 -1,060 -6.86 314 28.16 0.0078
2021-01-14 2020-12-31 13F BLOCK H & R COM 093671105 15,454 4,440 40.31 245 36.87 0.0062
2020-10-08 2020-09-30 13F BLOCK H & R COM 093671105 11,014 -3,520 -24.22 179 -13.94 0.0050
2020-08-14 2020-06-30 13F BLOCK H & R COM 093671105 14,534 265 1.86 208 3.48 0.0061
2020-04-28 2020-03-31 13F BLOCK H & R COM 093671105 14,269 716 5.28 201 -36.79 0.0072
2020-02-06 2019-12-31 13F BLOCK H & R COM 093671105 13,553 -20 -0.15 318 -0.93 0.0087
2019-10-09 2019-09-30 13F BLOCK H & R COM 093671105 13,573 -880 -6.09 321 -24.11 0.0094
2019-07-09 2019-06-30 13F BLOCK H & R COM 093671105 14,453 -169 -1.16 423 20.86 0.0119
2019-05-02 2019-03-31 13F BLOCK H & R COM 093671105 14,622 90 0.62 350 -5.15 0.0099
2019-01-31 2018-12-31 13F BLOCK H & R COM 093671105 14,532 -2,687 -15.60 369 -16.70 0.0114
2018-11-08 2018-09-30 13F/A-1 BLOCK H & R COM 093671105 17,219 15 0.09 443 13.01 0.0112
2018-11-06 2018-09-30 13F BLOCK H & R COM 093671105 17,204 0 392
2018-07-31 2018-06-30 13F BLOCK H & R COM 093671105 17,204 -830 -4.60 392 -14.41 0.0105
2018-04-16 2018-03-31 13F BLOCK H & R COM 093671105 18,034 -1,709 -8.66 458 -11.58 0.0118
2018-02-05 2017-12-31 13F BLOCK H & R COM 093671105 19,743 311 1.60 518 0.58 0.0124
2017-10-27 2017-09-30 13F BLOCK H & R COM 093671105 19,432 0 0.00 515 0.00 0.0133
2017-10-25 2016-09-30 13F BLOCK H & R COM 093671105 19,432 19,432 515 0.0133
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.