H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionQuadrant Capital Group Llc
Latest Disclosed Ownership2,816 shares
Latest Disclosed Value $ 89,380
Quadrant Capital Group Llc reports 52.80% decrease in ownership of HRB / H&R Block, Inc.

On May 13, 2026 - Quadrant Capital Group Llc filed a 13F-HR/A form disclosing ownership of 2,816 shares of H&R Block, Inc. (MX:HRB) valued at $89,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 5,966 shares of H&R Block, Inc.. This represents a change in shares of -52.80% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F/A-1 BLOCK H & R COM 093671105 2,816 -3,150 -52.80 89 -65.64 0.0027
2026-05-11 2026-03-31 13F BLOCK H & R COM 093671105 2,816 -3,150 49 0.0369
2026-02-12 2025-12-31 13F BLOCK H & R COM 093671105 5,966 -5 -0.08 260 -13.95 0.0079
2025-11-13 2025-09-30 13F BLOCK H & R COM 093671105 5,971 -773 -11.46 302 -18.65 0.0098
2025-08-13 2025-06-30 13F BLOCK H & R COM 093671105 6,744 544 8.77 370 8.82 0.0133
2025-05-13 2025-03-31 13F BLOCK H & R COM 093671105 6,200 4,822 349.93 340 372.22 0.0126
2025-02-13 2024-12-31 13F BLOCK H & R COM 093671105 1,378 104 8.16 73 -10.00 0.0050
2024-11-12 2024-09-30 13F BLOCK H & R COM 093671105 1,274 4 0.31 81 17.65 0.0056
2024-08-12 2024-06-30 13F BLOCK H & R COM 093671105 1,270 -155 -10.88 69 -1.45 0.0051
2024-05-15 2024-03-31 13F BLOCK H & R COM 093671105 1,425 -29 -1.99 70 -1.43 0.0055
2024-02-08 2023-12-31 13F BLOCK H & R COM 093671105 1,454 190 15.03 70 29.63 0.0060
2023-11-14 2023-09-30 13F BLOCK H & R COM 093671105 1,264 731 137.15 54 237.50 0.0054
2023-08-10 2023-06-30 13F BLOCK H & R COM 093671105 533 -189 -26.18 17 -36.00 0.0017
2023-05-11 2023-03-31 13F BLOCK H & R COM 093671105 722 -92 -11.30 25 -13.79 0.0026
2023-02-13 2022-12-31 13F BLOCK H & R COM 093671105 814 -141 -14.76 30 -29.27 0.0034
2022-11-10 2022-09-30 13F BLOCK H & R COM 093671105 955 346 56.81 41 86.36 0.0054
2022-08-09 2022-06-30 13F BLOCK H & R COM 093671105 609 75 14.04 22 57.14 0.0030
2022-05-06 2022-03-31 13F BLOCK H & R COM 093671105 534 -3 -0.56 14 7.69 0.0017
2022-02-01 2021-12-31 13F BLOCK H & R COM 093671105 537 18 3.47 13 0.00 0.0016
2021-11-12 2021-09-30 13F BLOCK H & R COM 093671105 519 0 0.00 13 8.33 0.0018
2021-08-09 2021-06-30 13F BLOCK H & R COM 093671105 519 -19 -3.53 12 0.00 0.0017
2021-05-12 2021-03-31 13F BLOCK H & R COM 093671105 538 -1 -0.19 12 33.33 0.0019
2021-02-16 2020-12-31 13F BLOCK H & R COM 093671105 539 -123 -18.58 9 -18.18 0.0017
2020-11-13 2020-09-30 13F BLOCK H & R COM 093671105 662 433 189.08 11 266.67 0.0024
2020-08-13 2020-06-30 13F BLOCK H & R COM 093671105 229 -1,491 -86.69 3 -88.00 0.0007
2020-05-15 2020-03-31 13F H&R Block Com 093671105 1,720 314 22.33 25 -19.35 0.0042
2020-03-19 2019-12-31 13F/A-1 H&R Block Com 093671105 1,406 49 3.61 31 0.00 0.0037
2020-02-03 2019-12-31 13F H&R Block Com 093671105 1,406 49 31 104.7530
2019-10-24 2019-09-30 13F H&R Block COM 093671105 1,357 -963 -41.51 31 -53.73 0.0048
2019-07-24 2019-06-30 13F H&R Block COM 093671105 2,320 963 70.97 67 116.13 0.0106
2019-04-29 2019-03-31 13F H&R Block COM 093671105 1,357 950 233.42 31 210.00 0.0054
2019-01-17 2018-12-31 13F H&R Block COM 093671105 407 -69 -14.50 10 -9.09 0.0027
2018-10-29 2018-09-30 13F H&R Block COM 093671105 476 0 0.00 11 22.22 0.0031
2018-08-08 2018-06-30 13F H&R Block COM 093671105 476 -20 -4.03 9 -18.18 0.0032
2018-05-10 2018-03-31 13F H&R Block COM 093671105 496 0 0.00 11 0.00 0.0040
2018-01-31 2017-12-31 13F H&R Block COM 093671105 496 -3 -0.60 11 0.00 0.0044
2017-10-13 2017-09-30 13F H&R Block COM 093671105 499 0 0.00 11 -8.33 0.0045
2017-08-14 2017-06-30 13F H&R Block COM 093671105 499 20 4.18 12 33.33 0.0053
2017-04-10 2017-03-31 13F H&R Block COM 093671105 479 8 1.70 9 12.50 0.0040
2017-01-11 2016-12-31 13F H&R Block COM 093671105 471 -43 -8.37 8 -11.11 0.0040
2016-10-25 2016-09-30 13F H&R Block COM 093671105 514 328 176.34 9 350.00 0.0059
2016-07-28 2016-06-30 13F H&R Block COM 093671105 186 148 389.47 2 100.00 0.0014
2016-04-27 2016-03-31 13F H&R Block COM 093671105 38 -14 -26.92 1 0.00 0.0006
2016-01-28 2015-12-31 13F H&R Block COM 093671105 52 0 0.00 1 0.00 0.0007
2015-10-28 2015-09-30 13F H&R Block COM 093671105 52 14 36.84 1 0.00 0.0007
2015-08-12 2015-06-30 13F H&R Block COM 093671105 38 38 1 0.0006
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.