Winton Capital Group Ltd ownership in HRB / H&R Block, Inc.

H&R Block, Inc.

MX ˙ BMV ˙ US0936711052

Security	MX:HRB / H&R Block, Inc.
Institution	Winton Capital Group Ltd
Latest Disclosed Ownership	44,000 shares
Latest Disclosed Value	$ 1,396,560

On May 12, 2026 - Winton Capital Group Ltd filed a 13F-HR form disclosing ownership of 44,000 shares of H&R Block, Inc. (MX:HRB) valued at $1,396,560 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2025 disclosing 0 shares of H&R Block, Inc..

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	BLOCK H & R	COM	093671105	44,000	44,000		1,397		0.0490
2025-02-12	2024-12-31	13F	BLOCK H & R	COM	093671105	0	-104,271	-100.00	0	-100.00
2024-11-12	2024-09-30	13F	BLOCK H & R	COM	093671105	104,271	104,271		6,626		0.4643
2024-05-14	2024-03-31	13F	BLOCK H & R	COM	093671105	0	-4,141	-100.00	0	-100.00
2024-02-12	2023-12-31	13F	BLOCK H & R	COM	093671105	4,141	-2,822	-40.53	200	-33.11	0.0146
2023-11-13	2023-09-30	13F	BLOCK H & R	COM	093671105	6,963	6,963		300		0.0247
2023-08-14	2023-06-30	13F	BLOCK H & R	COM	093671105	0	-42,451	-100.00	0	-100.00
2023-05-12	2023-03-31	13F	BLOCK H & R	COM	093671105	42,451	1,767	4.34	1,496	0.74	0.0912
2023-02-14	2022-12-31	13F	BLOCK H & R	COM	093671105	40,684	-216,902	-84.21	1,485	-86.45	0.0978
2022-11-10	2022-09-30	13F	BLOCK H & R	COM	093671105	257,586	149,683	138.72	10,958	187.54	0.7152
2022-08-10	2022-06-30	13F	BLOCK H & R	COM	093671105	107,903	48,450	81.49	3,811	146.19	0.2021
2022-05-11	2022-03-31	13F	BLOCK H & R	COM	093671105	59,453	-22,092	-27.09	1,548	-19.42	0.0812
2022-02-10	2021-12-31	13F	BLOCK H & R	COM	093671105	81,545	39,217	92.65	1,921	81.57	0.1164
2021-10-28	2021-09-30	13F	BLOCK H & R	COM	093671105	42,328	17,787	72.48	1,058	83.68	0.0593
2021-08-10	2021-06-30	13F	BLOCK H & R	COM	093671105	24,541	-1,230	-4.77	576	2.49	0.0309
2021-07-21	2021-03-31	13F	BLOCK H & R	COM	093671105	25,771	8,504	49.25	562	105.11	0.0321
2021-02-12	2020-12-31	13F	BLOCK H & R	COM	093671105	17,267	17,267		274		0.0198
2020-08-05	2020-06-30	13F	BLOCK H & R	COM	093671105	0	-28,974	-100.00	0	-100.00
2020-05-11	2020-03-31	13F	BLOCK H & R	COM	093671105	28,974	4,008	16.05	408	-30.38	0.0108
2020-02-13	2019-12-31	13F	BLOCK H & R	COM	093671105	24,966	-72,519	-74.39	586	-74.55	0.0082
2019-11-08	2019-09-30	13F	BLOCK H & R	COM	093671105	97,485	68,631	237.86	2,303	172.54	0.0272
2019-07-08	2019-06-30	13F	BLOCK H & R	COM	093671105	28,854	28,854		845		0.0164
2017-11-13	2017-09-30	13F	BLOCK H & R	COM	093671105	0	-115,685	-100.00	0	-100.00
2017-08-17	2017-06-30	13F	BLOCK H & R	COM	093671105	115,685	-185,565	-61.60	3,576	-48.94	0.1051
2017-05-19	2017-03-31	13F/A-1	BLOCK H & R	COM	093671105	301,250	-134,221	-30.82	7,004	-30.04	0.1904
2017-05-12	2017-03-31	13F	BLOCK H & R	COM	093671105	53,149			1,230
2017-02-13	2016-12-31	13F	BLOCK H & R	COM	093671105	435,471	382,322	719.34	10,011	713.90	0.3305
2016-11-08	2016-09-30	13F	BLOCK H & R	COM	093671105	53,149	-1,179,393	-95.69	1,230	-95.66	0.0211
2016-08-12	2016-06-30	13F	BLOCK H & R	COM	093671105	1,232,542	-393,671	-24.21	28,348	-34.02	0.4683
2016-05-06	2016-03-31	13F	BLOCK H & R	COM	093671105	1,626,213	364,194	28.86	42,965	2.21	0.4657
2016-02-08	2015-12-31	13F	BLOCK H & R	COM	093671105	1,262,019	-891,791	-41.41	42,038	-46.08	0.3737
2015-11-10	2015-09-30	13F	BLOCK H & R	COM	093671105	2,153,810	1,002,494	87.07	77,968	128.40	0.6167
2015-08-06	2015-06-30	13F	BLOCK H & R	COM	093671105	1,151,316	-507,691	-30.60	34,137	-35.84	0.3135
2015-05-12	2015-03-31	13F	BLOCK H & R	COM	093671105	1,659,007	874,575	111.49	53,204	101.38	0.4237
2015-03-16	2014-12-31	13F/A-1	BLOCK H & R	COM	093671105	784,432	517,836	194.24	26,420	219.58	0.3271
2015-02-13	2014-12-31	13F	BLOCK H & R	COM	093671105	865,280			29,143
2014-10-28	2014-09-30	13F	BLOCK H & R	COM	093671105	266,596	-421,282	-61.24	8,267	-64.15	0.0591
2014-08-05	2014-06-30	13F	BLOCK H & R	COM	093671105	687,878	687,878		23,058		0.1572

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.