H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionLsv Asset Management
Latest Disclosed Ownership1,531,890 shares
Latest Disclosed Value $ 48,622
Lsv Asset Management reports 0.17% decrease in ownership of HRB / H&R Block, Inc.

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 1,531,890 shares of H&R Block, Inc. (MX:HRB) valued at $48,622 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,534,451 shares of H&R Block, Inc.. This represents a change in shares of -0.17% 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 H&R Block COM 093671105 1,531,890 -2,561 -0.17 49 -27.27 0.1048
2026-02-06 2025-12-31 13F H&R Block COM 093671105 1,534,451 55,900 3.78 67 -10.81 0.1458
2025-11-06 2025-09-30 13F H&R Block COM 093671105 1,478,551 -130,730 -8.12 75 -15.91 0.1651
2025-08-11 2025-06-30 13F H&R Block COM 093671105 1,609,281 -58,371 -3.50 88 -3.30 0.2068
2025-05-09 2025-03-31 13F H&R Block COM 093671105 1,667,652 209,019 14.33 92 18.18 0.2198
2025-02-13 2024-12-31 13F H&R Block COM 093671105 1,458,633 -66,518 -4.36 77 -19.79 0.1779
2024-11-12 2024-09-30 13F H&R Block COM 093671105 1,525,151 -50,340 -3.20 97 12.94 0.2077
2024-08-06 2024-06-30 13F H&R Block COM 093671105 1,575,491 -40,870 -2.53 85 7.59 0.1872
2024-05-06 2024-03-31 13F H&R Block COM 093671105 1,616,361 -64,339 -3.83 79 -2.47 0.1642
2024-02-06 2023-12-31 13F H&R Block COM 093671105 1,680,700 -14,515 -0.86 81 12.50 0.1774
2023-11-03 2023-09-30 13F H&R Block COM 093671105 1,695,215 -132,875 -7.27 73 24.14 0.1698
2023-08-02 2023-06-30 13F H&R Block COM 093671105 1,828,090 -88,525 -4.62 58 -13.43 0.1285
2023-05-02 2023-03-31 13F H&R Block COM 093671105 1,916,615 -149,466 -7.23 68 -10.67 0.1515
2023-02-08 2022-12-31 13F H&R Block COM 093671105 2,066,081 27,763 1.36 75 -99.91 0.1664
2022-11-07 2022-09-30 13F/A-1 H&R Block COM 093671105 2,038,318 -98,297 -4.60 86,710 14.90 0.2037
2022-11-04 2022-09-30 13F H&R Block COM 093671105 2,136,615 0 75,465 0.1632
2022-08-10 2022-06-30 13F H&R Block COM 093671105 2,136,615 -236,400 -9.96 75,465 22.13 0.1632
2022-05-12 2022-03-31 13F H&R Block COM 093671105 2,373,015 -22,285 -0.93 61,793 9.50 0.1134
2022-01-28 2021-12-31 13F H&R Block COM 093671105 2,395,300 190,720 8.65 56,433 2.39 0.0999
2021-11-04 2021-09-30 13F H&R Block COM 093671105 2,204,580 -19,153 -0.86 55,114 5.56 0.0996
2021-08-04 2021-06-30 13F H&R Block COM 093671105 2,223,733 588,500 35.99 52,213 46.47 0.0888
2021-04-30 2021-03-31 13F H&R Block COM 093671105 1,635,233 616,534 60.52 35,648 120.65 0.0609
2021-02-08 2020-12-31 13F H&R Block COM 093671105 1,018,699 480,399 89.24 16,156 84.26 0.0294
2020-10-23 2020-09-30 13F H&R Block COM 093671105 538,300 298,900 124.85 8,768 156.52 0.0179
2020-08-05 2020-06-30 13F H&R Block COM 093671105 239,400 -25,200 -9.52 3,418 -8.24 0.0071
2020-05-07 2020-03-31 13F H&R Block COM 093671105 264,600 116,200 78.30 3,725 6.92 0.0090
2020-02-10 2019-12-31 13F H & R Block COM 093671105 148,400 31,900 27.38 3,484 26.64 0.0054
2019-11-07 2019-09-30 13F H & R Block COM 093671105 116,500 0 0.00 2,751 -19.40 0.0045
2019-08-08 2019-06-30 13F/A-1 H & R Block COM 093671105 116,500 -2,000 -1.69 3,413 20.35 0.0055
2019-08-07 2019-06-30 13F H & R Block COM 093671105 118,500 0 2,836
2019-05-07 2019-03-31 13F H & R Block COM 093671105 118,500 0 0.00 2,836 -5.66 0.0045
2019-02-05 2018-12-31 13F H & R Block COM 093671105 118,500 -2,200 -1.82 3,006 -3.28 0.0053
2018-11-06 2018-09-30 13F H & R Block COM 093671105 120,700 0 0.00 3,108 13.06 0.0046
2018-08-08 2018-06-30 13F H & R Block COM 093671105 120,700 -600 -0.49 2,749 -10.80 0.0043
2018-05-04 2018-03-31 13F H & R Block COM 093671105 121,300 -2,000 -1.62 3,082 -4.64 0.0049
2018-01-31 2017-12-31 13F H & R Block COM 093671105 123,300 0 0.00 3,232 -0.98 0.0051
2017-11-13 2017-09-30 13F H & R Block COM 093671105 123,300 12,300 11.08 3,264 -4.87 0.0054
2017-08-09 2017-06-30 13F H & R Block COM 093671105 111,000 8,800 8.61 3,431 44.40 0.0061
2017-05-01 2017-03-31 13F H & R Block COM 093671105 102,200 62,800 159.39 2,376 162.54 0.0043
2017-02-07 2016-12-31 13F H & R Block COM 093671105 39,400 18,500 88.52 905 87.37 0.0017
2016-11-07 2016-09-30 13F H & R Block COM 093671105 20,900 20,900 -86.56 483 -88.81 0.0009
2013-11-08 2013-09-30 13F H & R Block COM 093671105 0 -155,500 -100.00 0 -100.00
2013-08-12 2013-06-30 13F H & R Block COM 093671105 155,500 155,500 4,315 0.0115
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.