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

SecurityHRB / H&R Block, Inc.
InstitutionNvwm, Llc
Latest Disclosed Ownership676 shares
Latest Disclosed Value $ 21,456
Nvwm, Llc ownership in HRB / H&R Block, Inc.

On April 27, 2026 - Nvwm, Llc filed a 13F-HR form disclosing ownership of 676 shares of H&R Block, Inc. (US:HRB) valued at $21,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 676 shares of H&R Block, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $25,661 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)
2026-04-27 2026-03-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 21 -27.59 0.0025
2026-01-20 2025-12-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 29 -14.71 0.0064
2025-10-16 2025-09-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 34 -8.11 0.0077
2025-08-06 2025-06-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 37 0.00 0.0090
2025-05-07 2025-03-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 37 5.71 0.0099
2025-01-27 2024-12-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 36 -16.67 0.0090
2024-10-29 2024-09-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 43 16.67 0.0109
2024-08-13 2024-06-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 37 9.09 0.0098
2024-05-07 2024-03-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 33 3.13 0.0092
2024-02-08 2023-12-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 33 10.34 0.0099
2023-10-30 2023-09-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 29 38.10 0.0096
2023-08-08 2023-06-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 22 -12.50 0.0071
2023-05-11 2023-03-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 24 0.00 0.0081
2023-02-14 2022-12-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 25 -17.24 0.0090
2022-11-15 2022-09-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 29 20.83 0.0115
2022-08-04 2022-06-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 24 33.33 0.0093
2022-05-11 2022-03-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 18 12.50 0.0057
2022-02-08 2021-12-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 16 -5.88 0.0050
2021-11-03 2021-09-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 17 6.25 0.0061
2021-08-04 2021-06-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 16 6.67 0.0058
2021-05-11 2021-03-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 15 36.36 0.0060
2021-02-09 2020-12-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 11 0.00 0.0046
2020-12-10 2020-09-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 11 10.00 0.0052
2020-08-11 2020-06-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 10 0.00 0.0054
2020-05-08 2020-03-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 10 -37.50 0.0069
2020-02-07 2019-12-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 16 0.00 0.0096
2019-11-08 2019-09-30 13F/A-1 BLOCK H & R INC COM COM 093671105 676 0 0.00 16 -20.00 0.0098
2019-10-29 2019-09-30 13F BLOCK H & R INC COM COM 093671105 676 0 16 0.0098
2019-08-07 2019-06-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 20 25.00 0.0121
2019-05-10 2019-03-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 16 -5.88 0.0106
2019-01-29 2018-12-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 17 -5.56 0.0127
2018-11-14 2018-09-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 18 12.50 0.0114
2018-08-01 2018-06-30 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 16 -5.88 0.0111
2018-05-17 2018-03-31 13F BLOCK H & R INC COM COM 093671105 676 0 0.00 17 -5.56 0.0124
2018-03-15 2017-12-31 13F BLOCK H & R INC COM COM 093671105 676 676 18 0.0137
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.