H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionBokf, Na
Latest Disclosed Ownership181 shares
Latest Disclosed Value $ 5,745
Bokf, Na ownership in HRB / H&R Block, Inc.

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 181 shares of H&R Block, Inc. (MX:HRB) valued at $5,745 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 13, 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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F H&R BLOCK common 093671105 181 181 6 0.0001
2025-11-13 2025-09-30 13F H&R BLOCK common 093671105 0 -42 -100.00 0 -100.00
2025-08-12 2025-06-30 13F H&R BLOCK common 093671105 42 -14,245 -99.71 2 -99.74 0.0000
2025-05-13 2025-03-31 13F H&R BLOCK common 093671105 14,287 1,456 11.35 784 14.12 0.0139
2025-02-14 2024-12-31 13F H&R BLOCK common 093671105 12,831 12,248 2,100.86 688 1,808.33 0.0116
2024-11-14 2024-09-30 13F H&R BLOCK common 093671105 583 0 0.00 36 16.13 0.0006
2024-08-08 2024-06-30 13F BLOCK H & R COM 093671105 583 0 0.00 32 10.71 0.0006
2024-05-15 2024-03-31 13F BLOCK H & R COM 093671105 583 0 0.00 28 0.00 0.0005
2024-02-14 2023-12-31 13F BLOCK H & R COM 093671105 583 583 28 0.0006
2023-08-21 2023-06-30 13F BLOCK H & R COM 093671105 0 -1,501 -100.00 0 -100.00
2023-05-11 2023-03-31 13F BLOCK H & R COM 093671105 1,501 -10,454 -87.44 53 -88.07 0.0011
2023-02-13 2022-12-31 13F BLOCK H & R COM 093671105 11,955 191 1.62 436 -12.97 0.0081
2022-11-14 2022-09-30 13F BLOCK H & R COM 093671105 11,764 573 5.12 501 26.84 0.0101
2022-08-11 2022-06-30 13F BLOCK H & R COM 093671105 11,191 -587 -4.98 395 28.66 0.0076
2022-05-13 2022-03-31 13F BLOCK H & R COM 093671105 11,778 -8,995 -43.30 307 -37.22 0.0051
2022-03-11 2021-12-31 13F BLOCK H & R COM 093671105 20,773 1,339 6.89 489 0.62 0.0076
2021-11-10 2021-09-30 13F BLOCK H & R COM 093671105 19,434 -25,785 -57.02 486 -50.66 0.0084
2021-04-21 2021-03-31 13F BLOCK H & R COM 093671105 45,219 -6,565 -12.68 985 19.83 0.0179
2021-02-12 2020-12-31 13F BLOCK H & R COM 093671105 51,784 -6,051 -10.46 822 -12.74 0.0157
2020-10-30 2020-09-30 13F BLOCK H & R COM 093671105 57,835 -9,145 -13.65 942 -1.46 0.0207
2020-08-12 2020-06-30 13F BLOCK H & R COM 093671105 66,980 -34 -0.05 956 1.38 0.0225
2020-05-13 2020-03-31 13F BLOCK H & R COM 093671105 67,014 28,918 75.91 943 5.36 0.0272
2020-02-12 2019-12-31 13F BLOCK H & R COM 093671105 38,096 38,096 895 0.0202
2017-11-14 2017-09-30 13F BLOCK H & R COM 093671105 0 -6,490 -100.00 0 -100.00
2017-08-14 2017-06-30 13F BLOCK H & R COM 093671105 6,490 6,490 201 0.0063
2017-05-15 2017-03-31 13F BLOCK H & R COM 093671105 0 -10,114 -100.00 0 -100.00
2017-02-14 2016-12-31 13F BLOCK H & R COM 093671105 10,114 -915 -8.30 232 -9.37 0.0076
2016-11-10 2016-09-30 13F BLOCK H & R COM 093671105 11,029 -104 -0.93 256 0.00 0.0085
2016-08-12 2016-06-30 13F BLOCK H & R COM 093671105 11,133 154 1.40 256 -11.72 0.0090
2016-05-13 2016-03-31 13F BLOCK H & R COM 093671105 10,979 -110 -0.99 290 -21.41 0.0105
2016-02-09 2015-12-31 13F BLOCK H & R COM 093671105 11,089 -522 -4.50 369 -12.14 0.0133
2015-11-13 2015-09-30 13F BLOCK H & R COM 093671105 11,611 225 1.98 420 24.26 0.0158
2015-08-13 2015-06-30 13F BLOCK H & R COM 093671105 11,386 143 1.27 338 -6.11 0.0115
2015-05-14 2015-03-31 13F BLOCK H & R COM 093671105 11,243 -307 -2.66 360 -7.46 0.0121
2015-02-12 2014-12-31 13F BLOCK H & R COM 093671105 11,550 -872 -7.02 389 1.04 0.0134
2014-11-13 2014-09-30 13F BLOCK H & R COM 093671105 12,422 32 0.26 385 -7.45 0.0129
2014-08-14 2014-06-30 13F BLOCK H & R COM 093671105 12,390 -2,500 -16.79 416 -7.35 0.0133
2014-05-14 2014-03-31 13F BLOCK H & R COM 093671105 14,890 -1,700 -10.25 449 -6.85 0.0149
2014-02-14 2013-12-31 13F BLOCK H & R COM 093671105 16,590 0 0.00 482 8.80 0.0161
2013-11-12 2013-09-30 13F BLOCK H & R COM 093671105 16,590 16,590 443 0.0161
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.