H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership1,328,584 shares
Latest Disclosed Value $ 42,169,256
First Trust Advisors Lp reports 26.24% increase in ownership of HRB / H&R Block, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 1,328,584 shares of H&R Block, Inc. (MX:HRB) valued at $42,169,256 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,052,391 shares of H&R Block, Inc.. This represents a change in shares of 26.24% 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)
2026-05-13 2026-03-31 13F BLOCK H & R COM 093671105 1,328,584 276,193 26.24 42,169 -8.05 0.0301
2026-02-13 2025-12-31 13F BLOCK H & R COM 093671105 1,052,391 113,854 12.13 45,863 -3.37
2025-11-12 2025-09-30 13F BLOCK H & R COM 093671105 938,537 197,152 26.59 47,462 16.63 0.0353
2025-08-13 2025-06-30 13F BLOCK H & R COM 093671105 741,385 84,972 12.94 40,695 12.90 0.0327
2025-05-14 2025-03-31 13F BLOCK H & R COM 093671105 656,413 266,458 68.33 36,044 74.92 0.0319
2025-02-13 2024-12-31 13F BLOCK H & R COM 093671105 389,955 -39,179 -9.13 20,605 -24.44 0.0182
2024-11-13 2024-09-30 13F BLOCK H & R COM 093671105 429,134 177,549 70.57 27,271 99.89 0.0260
2024-08-13 2024-06-30 13F BLOCK H & R COM 093671105 251,585 -5,250 -2.04 13,643 8.17 0.0139
2024-05-13 2024-03-31 13F BLOCK H & R COM 093671105 256,835 -82,419 -24.29 12,613 -23.13 0.0128
2024-02-13 2023-12-31 13F BLOCK H & R COM 093671105 339,254 206,783 156.10 16,410 187.68 0.0179
2023-11-13 2023-09-30 13F BLOCK H & R COM 093671105 132,471 -39,885 -23.14 5,704 3.86 0.0068
2023-08-14 2023-06-30 13F BLOCK H & R COM 093671105 172,356 124,959 263.64 5,493 228.86 0.0062
2023-05-15 2023-03-31 13F BLOCK H & R COM 093671105 47,397 -230,687 -82.96 1,671 -83.55 0.0019
2023-02-09 2022-12-31 13F BLOCK H & R COM 093671105 278,084 -132,270 -32.23 10,153 -41.85 0.0121
2022-11-14 2022-09-30 13F BLOCK H & R COM 093671105 410,354 -149,386 -26.69 17,457 -11.70 0.0226
2022-08-12 2022-06-30 13F BLOCK H & R COM 093671105 559,740 149,201 36.34 19,770 84.94 0.0244
2022-05-13 2022-03-31 13F BLOCK H & R COM 093671105 410,539 -1,234,554 -75.04 10,690 -72.42 0.0109
2022-02-08 2021-12-31 13F BLOCK H & R COM 093671105 1,645,093 -113,702 -6.46 38,759 -11.85 0.0377
2021-11-15 2021-09-30 13F BLOCK H & R COM 093671105 1,758,795 671,072 61.70 43,970 72.16 0.0473
2021-10-12 2021-06-30 13F/A-1 BLOCK H & R COM 093671105 1,087,723 374,218 52.45 25,540 64.20 0.0276
2021-08-16 2021-06-30 13F BLOCK H & R COM 093671105 1,087,723 374,218 25,540 0.0263
2021-05-14 2021-03-31 13F BLOCK H & R COM 093671105 713,505 94,468 15.26 15,554 58.42 0.0188
2021-02-02 2020-12-31 13F BLOCK H & R COM 093671105 619,037 454,567 276.38 9,818 266.48 0.0130
2020-11-05 2020-09-30 13F BLOCK H & R COM 093671105 164,470 -285,118 -63.42 2,679 -58.27 0.0043
2020-07-22 2020-06-30 13F BLOCK H & R COM 093671105 449,588 45,851 11.36 6,420 12.93 0.0111
2020-05-06 2020-03-31 13F BLOCK H & R COM 093671105 403,737 -60,618 -13.05 5,685 -47.86 0.0129
2020-02-03 2019-12-31 13F BLOCK H & R COM 093671105 464,355 -44,114 -8.68 10,903 -9.22 0.0186
2019-11-04 2019-09-30 13F BLOCK H & R COM 093671105 508,469 94,650 22.87 12,010 -0.95 0.0226
2019-07-30 2019-06-30 13F BLOCK H & R COM 093671105 413,819 73,630 21.64 12,125 48.88 0.0229
2019-06-19 2019-03-31 13F/A-1 BLOCK H & R COM 093671105 340,189 2,942 0.87 8,144 -4.82 0.0162
2019-05-09 2019-03-31 13F BLOCK H & R COM 093671105 340,189 2,942 8,144
2019-02-07 2018-12-31 13F BLOCK H & R COM 093671105 337,247 -4,943 -1.44 8,556 -2.89 0.0203
2018-10-25 2018-09-30 13F BLOCK H & R COM 093671105 342,190 165,757 93.95 8,811 119.23 0.0164
2018-08-02 2018-06-30 13F BLOCK H & R COM 093671105 176,433 -57,665 -24.63 4,019 -32.43 0.0083
2018-04-23 2018-03-31 13F BLOCK H & R COM 093671105 234,098 -16,776 -6.69 5,948 -9.58 0.0137
2018-02-08 2017-12-31 13F BLOCK H & R COM 093671105 250,874 -22,272 -8.15 6,578 -9.06 0.0157
2017-10-24 2017-09-30 13F BLOCK H & R COM 093671105 273,146 8,208 3.10 7,233 -11.67 0.0186
2017-08-02 2017-06-30 13F BLOCK H & R COM 093671105 264,938 -77,863 -22.71 8,189 2.75 0.0219
2017-05-02 2017-03-31 13F BLOCK H & R COM 093671105 342,801 -70,519 -17.06 7,970 -16.12 0.0221
2017-02-06 2016-12-31 13F BLOCK H & R COM 093671105 413,320 -221,752 -34.92 9,502 -35.37 0.0283
2016-11-01 2016-09-30 13F BLOCK H & R COM 093671105 635,072 334,111 111.01 14,702 112.40 0.0439
2016-08-04 2016-06-30 13F BLOCK H & R COM 093671105 300,961 149,011 98.07 6,922 72.40 0.0218
2016-05-10 2016-03-31 13F BLOCK H & R COM 093671105 151,950 -698,032 -82.12 4,015 -85.82 0.0129
2016-05-04 2015-12-31 13F/A-1 BLOCK H & R COM 093671105 849,982 155,292 22.35 28,313 12.59 0.0735
2016-02-03 2015-12-31 13F BLOCK H & R COM 093671105 849,982 28,313
2015-11-05 2015-09-30 13F BLOCK H & R COM 093671105 694,690 39,397 6.01 25,148 29.44 0.0728
2015-08-04 2015-06-30 13F BLOCK H & R COM 093671105 655,293 655,293 0.00 19,429 0.0504
2015-05-04 2015-03-31 13F BLOCK H & R COM 093671105 0 -123,169 -100.00 0 -100.00
2015-02-13 2014-12-31 13F BLOCK H & R COM 093671105 123,169 -234,255 -65.54 4,148 -62.58 0.0140
2014-11-12 2014-09-30 13F BLOCK H & R COM 093671105 357,424 357,424 0.00 11,084 0.0436
2014-08-11 2014-06-30 13F BLOCK H & R COM 093671105 0 0 0 0.0000
2014-05-12 2014-03-31 13F BLOCK H & R COM 093671105 0 -70,283 -100.00 0 -100.00
2014-08-08 2013-12-31 13F/A-1 BLOCK H & R COM 093671105 70,283 34,697 97.50 2,041 115.07 0.0099
2014-02-13 2013-12-31 13F BLOCK H & R COM 093671105 70,283 2,041
2013-11-12 2013-09-30 13F BLOCK H & R COM 093671105 35,586 -307,791 -89.64 949 -90.04 0.0051
2013-08-12 2013-06-30 13F BLOCK H & R COM 093671105 343,377 343,377 9,529 0.0620
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.