H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership6,719 shares
Latest Disclosed Value $ 213,261
Utah Retirement Systems ownership in HRB / H&R Block, Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 6,719 shares of H&R Block, Inc. (MX:HRB) valued at $213,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,719 shares of H&R Block, Inc.. This represents a change in shares of 0.00% 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)
2026-05-15 2026-03-31 13F BLOCK H & R COM 093671105 6,719 0 0.00 213 -27.05 0.0022
2026-02-17 2025-12-31 13F BLOCK H & R COM 093671105 6,719 -290 -4.14 293 -17.51 0.0028
2025-11-14 2025-09-30 13F BLOCK H & R COM 093671105 7,009 0 0.00 354 -7.81 0.0034
2025-08-14 2025-06-30 13F BLOCK H & R COM 093671105 7,009 -391 -5.28 385 -5.42 0.0040
2025-05-15 2025-03-31 13F BLOCK H & R COM 093671105 7,400 0 0.00 406 3.84 0.0047
2025-02-14 2024-12-31 13F BLOCK H & R COM 093671105 7,400 0 0.00 391 -16.81 0.0043
2024-11-14 2024-09-30 13F BLOCK H & R COM 093671105 7,400 0 0.00 470 17.21 0.0053
2024-08-14 2024-06-30 13F BLOCK H & R COM 093671105 7,400 -600 -7.50 401 2.30 0.0048
2024-05-15 2024-03-31 13F BLOCK H & R COM 093671105 8,000 -100 -1.23 393 0.26 0.0046
2024-02-14 2023-12-31 13F BLOCK H & R COM 093671105 8,100 -200 -2.41 392 9.52 0.0050
2023-11-14 2023-09-30 13F BLOCK H & R COM 093671105 8,300 100 1.22 357 36.78 0.0051
2023-08-14 2023-06-30 13F BLOCK H & R COM 093671105 8,200 0 0.00 261 -9.69 0.0036
2023-05-16 2023-03-31 13F BLOCK H & R COM 093671105 8,200 -300 -3.53 289 -6.77 0.0042
2023-02-15 2022-12-31 13F BLOCK H & R COM 093671105 8,500 0 0.00 310 -14.36 0.0049
2022-11-14 2022-09-30 13F BLOCK H & R COM 093671105 8,500 -200 -2.30 362 17.92 0.0060
2022-08-16 2022-06-30 13F BLOCK H & R COM 093671105 8,700 0 0.00 307 35.24 0.0049
2022-05-13 2022-03-31 13F BLOCK H & R COM 093671105 8,700 -500 -5.43 227 4.61 0.0030
2022-02-14 2021-12-31 13F BLOCK H & R COM 093671105 9,200 -100 -1.08 217 -6.87 0.0027
2021-11-16 2021-09-30 13F BLOCK H & R COM 093671105 9,300 -300 -3.12 233 3.56 0.0032
2021-08-16 2021-06-30 13F BLOCK H & R COM 093671105 9,600 100 1.05 225 8.70 0.0029
2021-05-17 2021-03-31 13F BLOCK H & R COM 093671105 9,500 -500 -5.00 207 30.19 0.0029
2021-02-16 2020-12-31 13F BLOCK H & R COM 093671105 10,000 10,000 159 0.0023
2020-11-16 2020-09-30 13F BLOCK H & R COM 093671105 0 -36,733 -100.00 0 -100.00
2020-08-13 2020-06-30 13F/A-1 BLOCK H & R COM 093671105 36,733 -1,300 -3.42 525 -1.87 0.0096
2020-08-13 2020-06-30 13F BLOCK H & R COM 093671105 36,733 -1,300 525 9,635.8741
2020-05-15 2020-03-31 13F BLOCK H & R COM 093671105 38,033 -300 -0.78 535 -40.56 0.0116
2020-02-12 2019-12-31 13F BLOCK H & R COM 093671105 38,333 -300 -0.78 900 -1.42 0.0158
2019-11-14 2019-09-30 13F BLOCK H & R COM 093671105 38,633 100 0.26 913 -19.13 0.0174
2019-08-14 2019-06-30 13F BLOCK H & R COM 093671105 38,533 -276 -0.71 1,129 21.53 0.0216
2019-05-15 2019-03-31 13F BLOCK H & R COM 093671105 38,809 470 1.23 929 -4.52 0.0184
2019-02-08 2018-12-31 13F BLOCK H & R COM 093671105 38,339 100 0.26 973 -1.12 0.0220
2018-11-13 2018-09-30 13F BLOCK H & R COM 093671105 38,239 -500 -1.29 984 11.56 0.0191
2018-08-10 2018-06-30 13F BLOCK H & R COM 093671105 38,739 200 0.52 882 -9.91 0.0183
2018-05-15 2018-03-31 13F BLOCK H & R COM 093671105 38,539 100 0.26 979 -2.88 0.0208
2018-02-14 2017-12-31 13F BLOCK H & R COM 093671105 38,439 500 1.32 1,008 0.30 0.0212
2017-11-13 2017-09-30 13F BLOCK H & R COM 093671105 37,939 100 0.26 1,005 -14.03 0.0226
2017-08-08 2017-06-30 13F BLOCK H & R COM 093671105 37,839 0 0.00 1,169 32.84 0.0272
2017-05-11 2017-03-31 13F BLOCK H & R COM 093671105 37,839 0 0.00 880 1.15 0.0211
2017-02-10 2016-12-31 13F BLOCK H & R COM 093671105 37,839 -3,100 -7.57 870 -8.23 0.0219
2016-11-07 2016-09-30 13F BLOCK H & R COM 093671105 40,939 0 0.00 948 0.64 0.0245
2016-08-03 2016-06-30 13F BLOCK H & R COM 093671105 40,939 -1,400 -3.31 942 -15.82 0.0251
2016-05-10 2016-03-31 13F BLOCK H & R COM 093671105 42,339 100 0.24 1,119 -20.47 0.0303
2016-02-11 2015-12-31 13F BLOCK H & R COM 093671105 42,239 -7,000 -14.22 1,407 -21.09 0.0381
2015-11-03 2015-09-30 13F BLOCK H & R COM 093671105 49,239 300 0.61 1,783 22.88 0.0511
2015-08-11 2015-06-30 13F BLOCK H & R COM 093671105 48,939 0 0.00 1,451 -7.58 0.0386
2015-05-14 2015-03-31 13F BLOCK H & R COM 093671105 48,939 1,500 3.16 1,570 -1.69 0.0412
2015-02-11 2014-12-31 13F BLOCK H & R COM 093671105 47,439 0 0.00 1,597 8.57 0.0439
2014-11-06 2014-09-30 13F BLOCK H & R COM 093671105 47,439 -100 -0.21 1,471 -7.66 0.0422
2014-08-08 2014-06-30 13F BLOCK H & R COM 093671105 47,539 -1,300 -2.66 1,593 8.00 0.0456
2014-05-08 2014-03-31 13F BLOCK H & R COM 093671105 48,839 300 0.62 1,475 4.61 0.0425
2014-02-05 2013-12-31 13F BLOCK H & R COM 093671105 48,539 0 0.00 1,410 8.96 0.0417
2013-11-06 2013-09-30 13F BLOCK H & R COM 093671105 48,539 -400 -0.82 1,294 -4.71 0.0419
2013-08-02 2013-06-30 13F BLOCK H & R COM 093671105 48,939 48,939 1,358 0.0459
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.