H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership104,714 shares
Latest Disclosed Value $ 3,323,622
LPL Financial LLC reports 60.20% increase in ownership of HRB / H&R Block, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 104,714 shares of H&R Block, Inc. (MX:HRB) valued at $3,323,622 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 65,366 shares of H&R Block, Inc.. This represents a change in shares of 60.20% 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)
2026-05-06 2026-03-31 13F BLOCK H & R COM 093671105 104,714 39,348 60.20 3,324 16.68 0.0009
2026-02-11 2025-12-31 13F BLOCK H & R COM 093671105 65,366 -1,422 -2.13 2,849 -15.66 0.0008
2025-11-12 2025-09-30 13F BLOCK H & R COM 093671105 66,788 3,430 5.41 3,377 -2.88 0.0010
2025-08-12 2025-06-30 13F BLOCK H & R COM 093671105 63,358 -43,832 -40.89 3,478 -40.92 0.0012
2025-05-07 2025-03-31 13F BLOCK H & R COM 093671105 107,190 8,598 8.72 5,886 12.98 0.0023
2025-02-11 2024-12-31 13F BLOCK H & R COM 093671105 98,592 25,215 34.36 5,210 11.71 0.0021
2024-11-08 2024-09-30 13F BLOCK H & R COM 093671105 73,377 -2,875 -3.77 4,663 12.77 0.0021
2024-08-07 2024-06-30 13F BLOCK H & R COM 093671105 76,252 -3,465 -4.35 4,135 5.65 0.0021
2024-05-10 2024-03-31 13F BLOCK H & R COM 093671105 79,717 -13,822 -14.78 3,915 -13.48 0.0021
2024-02-14 2023-12-31 13F BLOCK H & R COM 093671105 93,539 11,492 14.01 4,524 28.09 0.0027
2023-11-13 2023-09-30 13F BLOCK H & R COM 093671105 82,047 3,047 3.86 3,533 40.33 0.0025
2023-07-31 2023-06-30 13F BLOCK H & R COM 093671105 79,000 -35,971 -31.29 2,518 -37.88 0.0018
2023-05-10 2023-03-31 13F BLOCK H & R COM 093671105 114,971 7,192 6.67 4,053 2.97 0.0032
2023-02-07 2022-12-31 13F BLOCK H & R COM 093671105 107,779 21,554 25.00 3,935 7.28 0.0034
2022-11-14 2022-09-30 13F BLOCK H & R COM 093671105 86,225 28,910 50.44 3,668 81.23 0.0035
2022-08-12 2022-06-30 13F BLOCK H & R COM 093671105 57,315 7,665 15.44 2,024 56.54 0.0019
2022-05-16 2022-03-31 13F BLOCK H & R COM 093671105 49,650 509 1.04 1,293 11.66 0.0011
2022-02-14 2021-12-31 13F BLOCK H & R COM 093671105 49,141 -16,055 -24.63 1,158 -28.96 0.0010
2021-11-15 2021-09-30 13F BLOCK H & R COM 093671105 65,196 -10,643 -14.03 1,630 -8.48 0.0015
2021-08-13 2021-06-30 13F BLOCK H & R COM 093671105 75,839 260 0.34 1,781 8.07 0.0018
2021-05-14 2021-03-31 13F BLOCK H & R COM 093671105 75,579 3,000 4.13 1,648 43.18 0.0019
2021-02-12 2020-12-31 13F BLOCK H & R COM 093671105 72,579 17,436 31.62 1,151 28.17 0.0015
2020-11-09 2020-09-30 13F BLOCK H & R COM 093671105 55,143 -1,715 -3.02 898 10.59 0.0014
2020-08-13 2020-06-30 13F BLOCK H & R COM 093671105 56,858 10,072 21.53 812 23.22 0.0014
2020-05-14 2020-03-31 13F BLOCK H & R COM 093671105 46,786 15,720 50.60 659 -9.60 0.0014
2020-02-14 2019-12-31 13F BLOCK H & R COM 093671105 31,066 2,877 10.21 729 9.46 0.0013
2019-11-13 2019-09-30 13F BLOCK H & R COM 093671105 28,189 -1,100 -3.76 666 -22.38 0.0014
2019-08-09 2019-06-30 13F BLOCK H & R COM 093671105 29,289 -2,518 -7.92 858 12.75 0.0018
2019-05-08 2019-03-31 13F BLOCK H & R COM 093671105 31,807 584 1.87 761 -3.91 0.0017
2019-02-07 2018-12-31 13F BLOCK H & R COM 093671105 31,223 -540 -1.70 792 -3.18 0.0021
2018-11-14 2018-09-30 13F BLOCK H & R COM 093671105 31,763 5,242 19.77 818 35.43 0.0020
2018-08-14 2018-06-30 13F BLOCK H & R COM 093671105 26,521 984 3.85 604 -6.93 0.0016
2018-05-15 2018-03-31 13F BLOCK H & R COM 093671105 25,537 3,009 13.36 649 9.81 0.0018
2018-02-14 2017-12-31 13F BLOCK H & R COM 093671105 22,528 -1,591 -6.60 591 -7.51 0.0018
2017-11-14 2017-09-30 13F BLOCK H & R COM 093671105 24,119 2,899 13.66 639 -2.59 0.0023
2017-08-14 2017-06-30 13F BLOCK H & R COM 093671105 21,220 3,937 22.78 656 63.59 0.0025
2017-05-15 2017-03-31 13F BLOCK H&R COM 093671105 17,283 -13,329 -43.54 401 -42.80 0.0027
2017-02-13 2016-12-31 13F BLOCK H&R COM 093671105 30,612 18,801 159.18 701 162.55 0.0053
2016-11-16 2016-09-30 13F BLOCK H&R COM 093671105 11,811 -14,199 -54.59 267 -56.09 0.0025
2016-08-15 2016-06-30 13F BLOCK H&R COM 093671105 26,010 7,091 37.48 608 26.40 0.0051
2016-05-16 2016-03-31 13F BLOCK H&R COM 093671105 18,919 -3,343 -15.02 481 -35.00 0.0013
2016-02-12 2015-12-31 13F BLOCK H&R COM 093671105 22,262 4,462 25.07 740 15.63 0.0021
2015-11-13 2015-09-30 13F BLOCK H&R COM 093671105 17,800 2,821 18.83 640 42.86 0.0035
2015-08-14 2015-06-30 13F BLOCK H&R COM 093671105 14,979 -3,153 -17.39 448 -23.55 0.0023
2015-05-14 2015-03-31 13F BLOCK H&R COM 093671105 18,132 -8,426 -31.73 586 -34.45 0.0030
2015-02-13 2014-12-31 13F BLOCK H&R COM 093671105 26,558 9,317 54.04 894 69.96 0.0049
2014-11-10 2014-09-30 13F BLOCK H&R COM 093671105 17,241 10,536 157.14 526 133.78 0.0031
2014-08-05 2014-06-30 13F/A-1 BLOCK H&R COM 093671105 6,705 6,705 225 0.0013
2014-08-05 2014-06-30 13F BLOCK H&R COM 093671105 6,705 1,693 0.0366
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.