H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionMarshall Wace, Llp
Latest Disclosed Ownership1,136,544 shares
Latest Disclosed Value $ 36,073,906
Marshall Wace, Llp reports 3.33% decrease in ownership of HRB / H&R Block, Inc.

On May 14, 2026 - Marshall Wace, Llp filed a 13F-HR form disclosing ownership of 1,136,544 shares of H&R Block, Inc. (MX:HRB) valued at $36,073,906 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,175,635 shares of H&R Block, Inc.. This represents a change in shares of -3.33% 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)
2026-05-14 2026-03-31 13F H&R BLOCK COMMON STOCK 093671105 1,136,544 -39,091 -3.33 36,074 -29.59 0.0170
2026-02-13 2025-12-31 13F H&R BLOCK COMMON STOCK 093671105 1,175,635 -22,923 -1.91 51,234 -15.47 0.0466
2025-11-13 2025-09-30 13F H&R BLOCK COMMON STOCK 093671105 1,198,558 106,932 9.80 60,611 1.15 0.0615
2025-08-13 2025-06-30 13F H&R BLOCK COMMON STOCK 093671105 1,091,626 215,472 24.59 59,919 24.55 0.0675
2025-05-15 2025-03-31 13F H&R BLOCK COMMON STOCK 093671105 876,154 876,154 48,110 0.0611
2024-08-14 2024-06-30 13F H&R BLOCK COMMON STOCK 093671105 0 -82,637 -100.00 0 -100.00
2024-05-15 2024-03-31 13F H&R BLOCK COMMON STOCK 093671105 82,637 82,637 4,058 0.0062
2023-11-14 2023-09-30 13F H&R BLOCK COMMON STOCK 093671105 0 -388,528 -100.00 0 -100.00
2023-08-14 2023-06-30 13F H&R BLOCK COMMON STOCK 093671105 388,528 388,528 12,382 0.0242
2021-08-13 2021-06-30 13F H&R BLOCK COMMON STOCK 093671105 0 -40,456 -100.00 0 -100.00
2021-05-17 2021-03-31 13F H&R BLOCK COMMON STOCK 093671105 40,456 -572,054 -93.40 882 -90.92 0.0040
2021-02-16 2020-12-31 13F H&R BLOCK COMMON STOCK 093671105 612,510 -561,321 -47.82 9,714 -49.20 0.0526
2020-11-16 2020-09-30 13F H&R BLOCK COMMON STOCK 093671105 1,173,831 1,143,330 3,748.50 19,121 4,285.55 0.1224
2020-08-13 2020-06-30 13F H&R BLOCK COMMON STOCK 093671105 30,501 30,501 -97.40 436 -97.72 0.0031
2020-05-15 2020-03-31 13F H&R BLOCK COMMON STOCK 093671105 0 -42,731 -100.00 0 -100.00
2020-02-14 2019-12-31 13F H&R BLOCK COMMON STOCK 093671105 42,731 42,731 1,003 0.0069
2018-11-14 2018-09-30 13F H&R BLOCK COMMON STOCK 093671105 0 -381,189 -100.00 0 -100.00
2018-08-14 2018-06-30 13F H&R BLOCK COMMON STOCK 093671105 381,189 381,189 8,683 0.1299
2016-02-10 2015-12-31 13F H&R BLOCK COMMON STOCK 093671105 0 0 0 0.0000
2015-11-12 2015-09-30 13F H&R BLOCK COMMON STOCK 093671105 0 -8,852 -100.00 0 -100.00
2015-08-14 2015-06-30 13F H&R BLOCK COMMON STOCK 093671105 8,852 8,852 0.00 262 0.0034
2015-02-17 2014-12-31 13F H&R BLOCK COMMON STOCK 093671105 0 -72,959 -100.00 0 -100.00
2014-11-13 2014-09-30 13F H&R BLOCK COMMON STOCK 093671105 72,959 -1,327,041 -94.79 2,262 -95.18 0.0326
2014-08-14 2014-06-30 13F H&R BLOCK COMMON STOCK 093671105 1,400,000 1,400,000 46,928 0.6908
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.