H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionVident Advisory, LLC
Latest Disclosed Ownership44,376 shares
Latest Disclosed Value $ 1,408,494
Vident Advisory, LLC reports 28.27% increase in ownership of HRB / H&R Block, Inc.

On May 14, 2026 - Vident Advisory, LLC filed a 13F-HR form disclosing ownership of 44,376 shares of H&R Block, Inc. (MX:HRB) valued at $1,408,494 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 34,597 shares of H&R Block, Inc.. This represents a change in shares of 28.27% 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 BLOCK H & R COM 093671105 44,376 9,779 28.27 1,408 -6.57 0.0038
2026-02-18 2025-12-31 13F BLOCK H & R COM 093671105 34,597 2,081 6.40 1,508 -8.33 0.0137
2025-11-14 2025-09-30 13F BLOCK H & R COM 093671105 32,516 9,179 39.33 1,644 28.44 0.0157
2025-08-14 2025-06-30 13F BLOCK H & R COM 093671105 23,337 3,198 15.88 1,281 15.84 0.0144
2025-05-15 2025-03-31 13F BLOCK H & R COM 093671105 20,139 45 0.22 1,106 4.15 0.0162
2025-02-14 2024-12-31 13F BLOCK H & R COM 093671105 20,094 14,819 280.93 1,062 216.72 0.0186
2024-11-14 2024-09-30 13F BLOCK H & R COM 093671105 5,275 -12,386 -70.13 335 -64.99 0.0084
2024-08-14 2024-06-30 13F BLOCK H & R COM 093671105 17,661 5,740 48.15 958 63.59 0.0265
2024-05-14 2024-03-31 13F BLOCK H & R COM 093671105 11,921 1,682 16.43 585 18.18 0.0122
2024-02-14 2023-12-31 13F BLOCK H & R COM 093671105 10,239 10,239 495 0.0124
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.