H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionSignaturefd, Llc
Latest Disclosed Ownership3,151 shares
Latest Disclosed Value $ 100,002
Signaturefd, Llc reports 273.78% increase in ownership of HRB / H&R Block, Inc.

On April 7, 2026 - Signaturefd, Llc filed a 13F-HR form disclosing ownership of 3,151 shares of H&R Block, Inc. (MX:HRB) valued at $100,002 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 843 shares of H&R Block, Inc.. This represents a change in shares of 273.78% 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)
2026-04-07 2026-03-31 13F BLOCK H & R COM 093671105 3,151 2,308 273.78 100 177.78 0.0015
2026-01-20 2025-12-31 13F BLOCK H & R COM 093671105 843 380 82.07 37 56.52 0.0006
2025-10-21 2025-09-30 13F BLOCK H & R COM 093671105 463 -188 -28.88 23 -34.29 0.0004
2025-07-16 2025-06-30 13F BLOCK H & R COM 093671105 651 186 40.00 36 40.00 0.0006
2025-05-02 2025-03-31 13F BLOCK H & R COM 093671105 465 -1,950 -80.75 26 -80.31 0.0005
2025-02-10 2024-12-31 13F BLOCK H & R COM 093671105 2,415 13 0.54 128 -16.45 0.0024
2024-10-21 2024-09-30 13F BLOCK H & R COM 093671105 2,402 0 0.00 153 16.92 0.0029
2024-07-29 2024-06-30 13F BLOCK H & R COM 093671105 2,402 -1,107 -31.55 130 -24.42 0.0026
2024-05-03 2024-03-31 13F BLOCK H & R COM 093671105 3,509 1,064 43.52 172 45.76 0.0036
2024-02-01 2023-12-31 13F BLOCK H & R COM 093671105 2,445 -7 -0.29 118 12.38 0.0027
2023-11-03 2023-09-30 13F BLOCK H & R COM 093671105 2,452 43 1.78 106 38.16 0.0027
2023-08-01 2023-06-30 13F BLOCK H & R COM 093671105 2,409 -125 -4.93 77 -14.61 0.0020
2023-04-28 2023-03-31 13F BLOCK H & R COM 093671105 2,534 11 0.44 89 -3.26 0.0024
2023-01-30 2022-12-31 13F BLOCK H & R COM 093671105 2,523 2,037 419.14 92 338.10 0.0027
2022-11-08 2022-09-30 13F BLOCK H & R COM 093671105 486 -1,504 -75.58 21 -70.00 0.0007
2022-08-10 2022-06-30 13F BLOCK H & R COM 093671105 1,990 1,523 326.12 70 483.33 0.0024
2022-05-02 2022-03-31 13F BLOCK H & R COM 093671105 467 -865 -64.94 12 -61.29 0.0004
2022-01-25 2021-12-31 13F BLOCK H & R COM 093671105 1,332 931 232.17 31 210.00 0.0010
2021-10-28 2021-09-30 13F BLOCK H & R COM 093671105 401 15 3.89 10 11.11 0.0003
2021-07-26 2021-06-30 13F BLOCK H & R COM 093671105 386 22 6.04 9 12.50 0.0004
2021-04-30 2021-03-31 13F BLOCK H & R COM 093671105 364 -37 -9.23 8 33.33 0.0004
2021-02-11 2020-12-31 13F BLOCK H & R COM 093671105 401 -80 -16.63 6 -25.00 0.0003
2020-11-03 2020-09-30 13F BLOCK H & R COM 093671105 481 -1,095 -69.48 8 -65.22 0.0004
2020-07-30 2020-06-30 13F BLOCK H & R COM 093671105 1,576 652 70.56 23 76.92 0.0014
2020-04-23 2020-03-31 13F BLOCK H & R COM 093671105 924 -97 -9.50 13 -45.83 0.0011
2020-02-05 2019-12-31 13F BLOCK H & R COM 093671105 1,021 -247 -19.48 24 -20.00 0.0018
2019-10-16 2019-09-30 13F BLOCK H & R COM 093671105 1,268 17 1.36 30 -18.92 0.0025
2019-07-31 2019-06-30 13F BLOCK H & R COM 093671105 1,251 197 18.69 37 48.00 0.0032
2019-05-09 2019-03-31 13F BLOCK H & R COM 093671105 1,054 -296 -21.93 25 -26.47 0.0021
2019-02-13 2018-12-31 13F BLOCK H & R COM 093671105 1,350 -1,111 -45.14 34 -46.03 0.0032
2018-11-14 2018-09-30 13F BLOCK H & R COM 093671105 2,461 658 36.49 63 53.66 0.0064
2018-08-14 2018-06-30 13F BLOCK H & R COM 093671105 1,803 -432 -19.33 41 -28.07 0.0046
2018-05-08 2018-03-31 13F BLOCK H & R COM 093671105 2,235 2,235 57 0.0067
2017-08-14 2017-06-30 13F BLOCK H & R COM 093671105 0 -9,750 -100.00 0 -100.00
2017-05-15 2017-03-31 13F BLOCK H & R COM 093671105 9,750 9,750 227 0.0336
2017-02-14 2016-12-31 13F BLOCK H & R COM 093671105 0 -840 -100.00 0 -100.00
2016-11-14 2016-09-30 13F BLOCK H & R COM 093671105 840 124 17.32 19 18.75 0.0028
2016-07-29 2016-06-30 13F BLOCK H & R COM 093671105 716 -9,003 -92.63 16 -93.77 0.0023
2016-05-12 2016-03-31 13F BLOCK H & R COM 093671105 9,719 27 0.28 257 -20.43 0.0438
2016-01-22 2015-12-31 13F BLOCK H & R COM 093671105 9,692 0 0.00 323 -7.98 0.0625
2015-10-23 2015-09-30 13F BLOCK H & R COM 093671105 9,692 -2,800 -22.41 351 -5.14 0.0800
2015-07-15 2015-06-30 13F BLOCK H & R COM 093671105 12,492 367 3.03 370 -4.88 0.0802
2015-04-15 2015-03-31 13F BLOCK H & R COM 093671105 12,125 1,225 11.24 389 5.99 0.0943
2015-02-13 2014-12-31 13F BLOCK H & R COM 093671105 10,900 0 0.00 367 8.58 0.0912
2014-11-13 2014-09-30 13F BLOCK H & R COM 093671105 10,900 0 0.00 338 -7.40 0.1101
2014-08-14 2014-06-30 13F BLOCK H & R COM 093671105 10,900 10,900 365 0.1270
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.