H&R Block, Inc.
US ˙ NYSE ˙ US0936711052

SecurityHRB / H&R Block, Inc.
InstitutionHm Payson & Co
Latest Disclosed Ownership8,950 shares
Latest Disclosed Value $ 284,073
Hm Payson & Co reports 678.26% increase in ownership of HRB / H&R Block, Inc.

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 8,950 shares of H&R Block, Inc. (US:HRB) valued at $284,073 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,150 shares of H&R Block, Inc.. This represents a change in shares of 678.26% during the quarter. The current value of the position is $339,742 USD.

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)
2026-04-13 2026-03-31 13F BLOCK H & R COM 093671105 8,950 7,800 678.26 284 468.00 0.0021
2026-02-12 2025-12-31 13F BLOCK H & R COM 093671105 1,150 0 0.00 50 -13.79
2025-10-17 2025-09-30 13F BLOCK H & R COM 093671105 1,150 0 0.00 58 -7.94 0.0008
2025-10-17 2025-06-30 13F BLOCK H & R COM 093671105 1,150 0 0.00 63 0.00 0.0010
2025-04-29 2025-03-31 13F BLOCK H & R COM 093671105 1,150 0 0.00 63 5.00 0.0011
2025-02-07 2024-12-31 13F BLOCK H & R COM 093671105 1,150 0 0.00 61 -17.81 0.0010
2024-10-28 2024-09-30 13F BLOCK H & R COM 093671105 1,150 0 0.00 73 17.74 0.0013
2024-08-13 2024-06-30 13F BLOCK H & R COM 093671105 1,150 0 0.00 62 10.71 0.0011
2024-06-20 2024-03-31 13F BLOCK H & R COM 093671105 1,150 0 0.00 56 1.82 0.0010
2024-02-13 2023-12-31 13F BLOCK H & R COM 093671105 1,150 0 0.00 56 12.24 0.0012
2023-11-06 2023-09-30 13F BLOCK H & R COM 093671105 1,150 1,150 50 0.0012
2022-10-25 2022-09-30 13F BLOCK H & R COM 093671105 0 -1,600 -100.00 0 -100.00
2022-08-15 2022-06-30 13F BLOCK H & R COM 093671105 1,600 0 0.00 57 35.71 0.0015
2022-05-12 2022-03-31 13F BLOCK H & R COM 093671105 1,600 0 0.00 42 10.53 0.0010
2022-02-15 2021-12-31 13F BLOCK H & R COM 093671105 1,600 0 0.00 38 -5.00 0.0008
2021-11-30 2021-09-30 13F BLOCK H & R COM 093671105 1,600 0 0.00 40 5.26 0.0010
2021-08-17 2021-06-30 13F BLOCK H & R COM 093671105 1,600 0 0.00 38 8.57 0.0009
2021-06-15 2021-03-31 13F BLOCK H & R COM 093671105 1,600 0 0.00 35 40.00 0.0009
2021-03-10 2020-12-31 13F BLOCK H & R COM 093671105 1,600 0 0.00 25 -3.85 0.0007
2020-12-21 2020-09-30 13F BLOCK H & R COM 093671105 1,600 -1,000 -38.46 26 -29.73 0.0008
2020-08-13 2020-06-30 13F BLOCK H & R COM 093671105 2,600 0 0.00 37 0.00 0.0012
2020-07-01 2020-03-31 13F BLOCK H & R COM 093671105 2,600 -2,200 -45.83 37 -67.26 0.0015
2020-02-18 2019-12-31 13F BLOCK H & R COM 093671105 4,800 0 0.00 113 0.00 0.0036
2019-11-12 2019-09-30 13F BLOCK H & R COM 093671105 4,800 0 0.00 113 -19.86 0.0040
2019-08-15 2019-06-30 13F BLOCK H & R COM 093671105 4,800 4,800 141 0.0051
2018-11-30 2018-09-30 13F H&R BLOCK COMMON STOCK 093671105 0 -9,152 -100.00 0 -100.00
2018-08-27 2018-06-30 13F H&R BLOCK COMMON STOCK 093671105 9,152 57 0.63 208 -9.96 0.0089
2018-05-14 2018-03-31 13F H&R BLOCK COMMON STOCK 093671105 9,095 0 0.00 231 -2.94 0.0095
2018-02-16 2017-12-31 13F H&R BLOCK COMMON STOCK 093671105 9,095 9,095 238 0.0096
2017-11-06 2017-09-30 13F H&R BLOCK COMMON STOCK 093671105 0 -8,095 -100.00 0 -100.00
2017-08-04 2017-06-30 13F H&R BLOCK COMMON STOCK 093671105 8,095 8,095 250 0.0113
2017-05-25 2017-03-31 13F H&R BLOCK COMMON STOCK 093671105 0 -8,795 -100.00 0 -100.00
2017-02-15 2016-12-31 13F H&R BLOCK COMMON STOCK 093671105 8,795 -76 -0.86 202 -1.94 0.0096
2016-11-14 2016-09-30 13F H&R BLOCK COMMON STOCK 093671105 8,871 -1,000 -10.13 206 -9.25 0.0100
2016-08-08 2016-06-30 13F H&R BLOCK COMMON STOCK 093671105 9,871 -2,300 -18.90 227 -29.28 0.0113
2016-05-19 2016-03-31 13F H&R BLOCK COMMON STOCK 093671105 12,171 -205 -1.66 321 -22.09 0.0167
2016-02-23 2015-12-31 13F H&R BLOCK COMMON STOCK 093671105 12,376 0 0.00 412 -8.04 0.0212
2015-11-02 2015-09-30 13F H&R BLOCK COMMON STOCK 093671105 12,376 -723 -5.52 448 15.46 0.0243
2015-08-11 2015-06-30 13F H&R BLOCK COMMON STOCK 093671105 13,099 -5,800 -30.69 388 -35.97 0.0193
2015-05-06 2015-03-31 13F H&R BLOCK COMMON STOCK 093671105 18,899 -1,275 -6.32 606 -10.75 0.0303
2015-02-10 2014-12-31 13F H&R BLOCK COMMON STOCK 093671105 20,174 -600 -2.89 679 5.43 0.0336
2014-11-12 2014-09-30 13F H&R BLOCK COMMON STOCK 093671105 20,774 -1,200 -5.46 644 -12.62 0.0330
2014-08-13 2014-06-30 13F H&R BLOCK COMMON STOCK 093671105 21,974 -1,680 -7.10 737 3.22 0.0379
2014-05-07 2014-03-31 13F H&R BLOCK COMMON STOCK 093671105 23,654 -4,975 -17.38 714 -14.08 0.0378
2014-02-10 2013-12-31 13F H&R BLOCK COMMON STOCK 093671105 28,629 -500 -1.72 831 6.95 0.0445
2013-11-13 2013-09-30 13F H&R BLOCK COMMON STOCK 093671105 29,129 -14,725 -33.58 777 -36.15 0.0451
2013-08-13 2013-06-30 13F H&R BLOCK COMMON STOCK 093671105 43,854 43,854 1,217 0.0730
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.