H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionRoyce & Associates Lp
ManagerChuck Royce
Latest Disclosed Ownership776,716 shares
Latest Disclosed Value $ 24,652,966
Royce & Associates Lp reports 145.74% increase in ownership of HRB / H&R Block, Inc.

On May 12, 2026 - Royce & Associates Lp filed a 13F-HR form disclosing ownership of 776,716 shares of H&R Block, Inc. (MX:HRB) valued at $24,652,966 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 316,067 shares of H&R Block, Inc.. This represents a change in shares of 145.74% 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)
2026-05-12 2026-03-31 13F BLOCK H & R COM 093671105 776,716 460,649 145.74 24,653 78.97 0.2433
2026-02-09 2025-12-31 13F BLOCK H & R COM 093671105 316,067 101,511 47.31 13,774 26.95 0.1397
2025-11-12 2025-09-30 13F BLOCK H & R COM 093671105 214,556 135,100 170.03 10,850 148.80 0.1082
2025-08-11 2025-06-30 13F BLOCK H & R COM 093671105 79,456 -63,300 -44.34 4,361 -44.36 0.0448
2025-05-06 2025-03-31 13F BLOCK H & R COM 093671105 142,756 -13,300 -8.52 7,839 -4.94 0.0850
2025-02-10 2024-12-31 13F BLOCK H & R COM 093671105 156,056 -8,500 -5.17 8,246 -21.15 0.0765
2024-11-06 2024-09-30 13F BLOCK H & R COM 093671105 164,556 -10,000 -5.73 10,458 10.47 0.0951
2024-08-13 2024-06-30 13F BLOCK H & R COM 093671105 174,556 -16,064 -8.43 9,466 1.12 0.0885
2024-05-13 2024-03-31 13F BLOCK H & R COM 093671105 190,620 -168,500 -46.92 9,361 -46.11 0.0836
2024-02-12 2023-12-31 13F BLOCK H & R COM 093671105 359,120 -216,000 -37.56 17,371 -29.86 0.1604
2023-11-09 2023-09-30 13F BLOCK H & R COM 093671105 575,120 -115,767 -16.76 24,765 12.47 0.2522
2023-08-07 2023-06-30 13F BLOCK H & R COM 093671105 690,887 61,000 9.68 22,019 -0.83 0.2138
2023-05-23 2023-03-31 13F/A-1 BLOCK H & R COM 093671105 629,887 -118,945 -15.88 22,204 -18.79 0.2222
2023-05-04 2023-03-31 13F BLOCK H & R COM 093671105 629,887 -118,945 22 0.2222
2023-05-23 2022-12-31 13F/A-1 BLOCK H & R COM 093671105 748,832 -186,300 -19.92 27,340 -31.28 0.2873
2023-02-13 2022-12-31 13F BLOCK H & R COM 093671105 748,832 -186,300 27 0.2858
2022-11-03 2022-09-30 13F BLOCK H & R COM 093671105 935,132 -398,524 -29.88 39,781 -15.55 0.4499
2022-08-04 2022-06-30 13F BLOCK H & R COM 093671105 1,333,656 -576,361 -30.18 47,105 -5.29 0.4849
2022-05-05 2022-03-31 13F BLOCK H & R COM 093671105 1,910,017 101,797 5.63 49,737 16.75 0.4224
2022-02-07 2021-12-31 13F BLOCK H & R COM 093671105 1,808,220 1,406,182 349.76 42,602 323.86 0.3183
2021-11-10 2021-09-30 13F BLOCK H & R COM 093671105 402,038 402,038 10,051 0.0752
2020-11-12 2020-09-30 13F BLOCK H & R COM 093671105 0 -65 -100.00 0 -100.00
2020-08-07 2020-06-30 13F BLOCK H & R COM 093671105 65 65 1 0.0000
2018-08-09 2018-06-30 13F BLOCK H & R COM 093671105 0 -8,000 -100.00 0 -100.00
2018-05-14 2018-03-31 13F BLOCK H & R COM 093671105 8,000 -2,000 -20.00 203 -22.52 0.0014
2018-02-09 2017-12-31 13F BLOCK H & R COM 093671105 10,000 0 0.00 262 -1.13 0.0017
2017-11-13 2017-09-30 13F BLOCK H & R COM 093671105 10,000 0 0.00 265 -14.24 0.0018
2017-08-07 2017-06-30 13F BLOCK H & R COM 093671105 10,000 0 0.00 309 32.62 0.0020
2017-05-11 2017-03-31 13F BLOCK H & R COM 093671105 10,000 0 0.00 233 1.30 0.0015
2017-02-10 2016-12-31 13F BLOCK H & R COM 093671105 10,000 10,000 -64.66 230 -70.70 0.0015
2013-11-12 2013-09-30 13F BLOCK H & R COM 093671105 0 -28,300 -100.00 0 -100.00
2013-08-07 2013-06-30 13F BLOCK H & R COM 093671105 28,300 28,300 785 0.0024
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.