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

SecurityHRB / H&R Block, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,189 shares
Latest Disclosed Value $ 37,739
IFP Advisors, Inc reports 19.50% decrease in ownership of HRB / H&R Block, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,189 shares of H&R Block, Inc. (US:HRB) valued at $37,739 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,477 shares of H&R Block, Inc.. This represents a change in shares of -19.50% during the quarter. The current value of the position is $45,134 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 cs 093671105 1,189 -288 -19.50 38 -42.19 0.0008
2026-02-06 2025-12-31 13F BLOCK H & R cs 093671105 1,477 -4,097 -73.50 64 -77.22 0.0014
2026-02-06 2025-09-30 13F/A-1 BLOCK H & R cs 093671105 5,574 -1,862 -25.04 282 -36.14 0.0073
2025-12-02 2025-09-30 13F BLOCK H & R cs 093671105 5,279 -2,157 298 0.0077
2025-07-24 2025-06-30 13F BLOCK H & R cs 093671105 7,436 -608 -7.56 441 -0.23 0.0125
2025-05-05 2025-03-31 13F BLOCK H & R cs 093671105 8,044 -1,626 -16.81 442 -13.53 0.0136
2025-02-04 2024-12-31 13F BLOCK H & R cs 093671105 9,670 119 1.25 511 -15.84 0.0167
2025-02-04 2024-09-30 13F BLOCK H & R cs 093671105 9,551 5,846 157.79 607 203.00 0.0219
2024-07-30 2024-06-30 13F BLOCK H & R cs 093671105 3,705 2,641 248.21 201 284.62 0.0080
2024-07-30 2024-03-31 13F BLOCK H & R cs 093671105 1,064 -499 -31.93 52 -30.67 0.0023
2024-01-09 2023-12-31 13F BLOCK H & R cs 093671105 1,563 858 121.70 76 150.00 0.0036
2023-10-12 2023-09-30 13F BLOCK H & R cs 093671105 705 -933 -56.96 30 -42.31 0.0014
2023-08-14 2023-06-30 13F/A-1 BLOCK H & R cs 093671105 1,638 -51 -3.02 52 10.64 0.0022
2023-08-04 2023-06-30 13F BLOCK H & R cs 093671105 1,638 -51 46 0.0021
2023-04-18 2023-03-31 13F BLOCK H & R cs 093671105 1,689 -4,257 -71.59 47 0.0020
2023-02-07 2022-12-31 13F BLOCK H & R cs 093671105 5,946 -150 -2.46 0 -100.00 0.0048
2022-11-08 2022-09-30 13F BLOCK H & R cs 093671105 6,096 3,054 100.39 197 121.35 0.0051
2022-09-06 2022-06-30 13F/A-1 BLOCK H & R cs 093671105 3,042 0 0.00 89 0.00 0.0029
2022-09-06 2022-03-31 13F/A-1 BLOCK H & R cs 093671105 3,042 -4,140 -57.64 89 -46.39 0.0029
2022-08-08 2022-03-31 13F BLOCK H R INC COM Stock 093671105 1,041 -6,141 30 0.0006
2022-01-12 2021-12-31 13F BLOCK H R INC COM Stock 093671105 7,182 -409 -5.39 166 -11.70 0.0032
2021-10-06 2021-09-30 13F BLOCK H R INC COM Stock 093671105 7,591 -147 -1.90 188 5.62 0.0038
2021-07-13 2021-06-30 13F BLOCK H R INC COM Stock 093671105 7,738 -2,518 -24.55 178 -21.24 0.0037
2021-04-30 2021-03-31 13F BLOCK H R INC COM Stock 093671105 10,256 7,033 218.21 226 343.14 0.0044
2021-01-25 2020-12-31 13F BLOCK H R INC COM Stock 093671105 3,223 -1,662 -34.02 51 -37.04 0.0021
2020-10-29 2020-09-30 13F BLOCK H R INC COM Stock 093671105 4,885 -8,197 -62.66 81 -55.74 0.0048
2020-08-05 2020-06-30 13F BLOCK H R INC COM Stock 093671105 13,082 -3,824 -22.62 183 -32.22 0.0145
2020-05-12 2020-03-31 13F BLOCK H R INC COM Stock 093671105 16,906 -6,927 -29.06 270 -51.61 0.0272
2020-01-17 2019-12-31 13F BLOCK H & R INC COM Stock 093671105 23,833 14,385 152.25 558 151.35 0.0419
2019-11-07 2019-09-30 13F BLOCK H & R INC COM Stock 093671105 9,448 6,048 177.88 222 170.73 0.0149
2019-05-15 2019-03-31 13F BLOCK H & R Stock 093671105 3,400 -7,016 -67.36 82 -68.82 0.0112
2019-06-03 2018-12-31 13F/A-10 BLOCK H & R INC COM Stock 093671105 10,416 -656 -5.92 263 -7.72 0.0160
2019-01-23 2018-12-31 13F BLOCK H & R INC COM Stock 093671105 10,416 -656 263 0.0160
2019-06-03 2018-09-30 13F/A-9 BLOCK H & R INC COM Stock 093671105 11,072 -465 -4.03 285 8.37 0.0116
2018-10-25 2018-09-30 13F BLOCK H & R INC COM Stock 093671105 11,072 -465 285 0.0116
2019-06-03 2018-06-30 13F/A-8 BLOCK H & R INC COM Stock 093671105 11,537 -140 -1.20 263 -14.05 0.0111
2018-08-07 2018-06-30 13F BLOCK H & R INC COM Stock 093671105 11,537 49 263
2019-06-03 2018-03-31 13F/A-7 BLOCK H & R INC COM Stock 093671105 11,677 0 0.00 306 0.00 0.0139
2018-05-09 2018-03-31 13F BLOCK H & R INC COM Stock 093671105 11,488 -189 292
2019-06-03 2017-12-31 13F/A-6 BLOCK H & R INC COM Stock 093671105 11,677 -5,500 -32.02 306 -32.75 0.0139
2018-01-24 2017-12-31 13F BLOCK H & R INC COM Stock 093671105 11,677 -5,500 306
2017-10-30 2017-09-30 13F BLOCK H & R INC COM Stock 093671105 17,177 -167 -0.96 455 -15.11 0.0181
2019-06-03 2017-06-30 13F/A-5 BLOCK H & R INC COM Stock 093671105 17,344 -1,270 -6.82 536 23.79 0.0227
2017-07-31 2017-06-30 13F BLOCK H & R INC COM Stock 093671105 17,344 -1,270 536
2019-06-03 2017-03-31 13F/A-4 BLOCK H & R INC COM Stock 093671105 18,614 -1,776 -8.71 433 -7.68 0.0189
2017-04-26 2017-03-31 13F BLOCK H & R INC COM Stock 093671105 18,614 -1,776 433
2019-06-03 2016-12-31 13F/A-3 BLOCK H & R INC COM Stock 093671105 20,390 -1,675 -7.59 469 -8.22 0.0226
2017-02-14 2016-12-31 13F BLOCK H & R INC COM Stock 093671105 20,390 -1,675 469
2016-11-04 2016-09-30 13F BLOCK H & R INC COM Stock 093671105 22,065 13,997 173.49 511 174.73 0.0266
2019-06-03 2016-06-30 13F/A-2 BLOCK H & R INC COM Stock 093671105 8,068 4,668 137.29 186 126.83 0.0104
2016-08-22 2016-06-30 13F BLOCK H & R INC COM Stock 093671105 8,068 4,668 186
2019-06-03 2016-03-31 13F/A-1 BLOCK H & R Stock 093671105 3,400 -2,595 -43.29 82 -59.00 0.0112
2016-05-02 2016-03-31 13F BLOCK H & R INC COM Stock 093671105 9,052 3,057 239
2016-02-11 2015-12-31 13F BLOCK H & R INC COM Stock 093671105 5,995 5,995 200 0.0134
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.