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

SecurityHRB / H&R Block, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership40,812 shares
Latest Disclosed Value $ 1,295,572
Advisor Group Holdings, Inc. reports 105.15% increase in ownership of HRB / H&R Block, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 40,812 shares of H&R Block, Inc. (US:HRB) valued at $1,295,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 19,894 shares of H&R Block, Inc.. This represents a change in shares of 105.15% during the quarter. The current value of the position is $1,549,224 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)
2026-05-15 2026-03-31 13F BLOCK H & R COM 093671105 40,812 20,918 105.15 1,296 49.37 0.0011
2026-02-17 2025-12-31 13F BLOCK H & R COM 093671105 19,894 557 2.88 867 -11.26 0.0013
2025-11-14 2025-09-30 13F BLOCK H & R COM 093671105 19,337 -1,523 -7.30 977 -14.67 0.0014
2025-09-04 2025-06-30 13F/A-1 LOCK H & R COM 093671105 20,860 -4,103 -16.44 1,145 -16.48 0.0020
2025-08-13 2025-06-30 13F LOCK H & R COM 093671105 17,807 -7,156 962 0.0011
2025-05-12 2025-03-31 13F BLOCK H & R COM 093671105 24,963 14,917 148.49 1,371 158.19 0.0031
2025-06-06 2024-12-31 13F/A-1 BLOCK H & R COM 093671105 10,046 -33,222 -76.78 531 -80.69 0.0012
2025-02-07 2024-12-31 13F BLOCK H & R COM 093671105 10,385 -32,883 635 0.0016
2024-11-13 2024-09-30 13F BLOCK H & R COM 093671105 43,268 -8,640 -16.64 2,750 -2.31 0.0062
2024-08-13 2024-06-30 13F BLOCK H & R COM 093671105 51,908 -749 -1.42 2,815 8.86 0.0067
2024-05-10 2024-03-31 13F BLOCK H & R COM 093671105 52,657 -27,420 -34.24 2,586 -33.23 0.0058
2024-02-12 2023-12-31 13F BLOCK H & R COM 093671105 80,077 44,213 123.28 3,873 150.84 0.0068
2023-11-13 2023-09-30 13F BLOCK H & R COM 093671105 35,864 15,079 72.55 1,544 133.23 0.0023
2023-08-21 2023-06-30 13F/A-1 BLOCK H & R COM 093671105 20,785 -50,740 -70.94 663 -73.74 0.0012
2023-08-10 2023-06-30 13F BLOCK H & R COM 093671105 20,785 -50,740 663 0.0002
2023-05-12 2023-03-31 13F BLOCK H & R COM 093671105 71,525 -6,173 -7.94 2,522 -11.20 0.0047
2023-02-10 2022-12-31 13F BLOCK H & R COM 093671105 77,698 -34,392 -30.68 2,839 -40.46 0.0057
2022-11-14 2022-09-30 13F BLOCK H & R COM 093671105 112,090 -36,461 -24.54 4,768 -9.13 0.0109
2022-08-10 2022-06-30 13F BLOCK H & R COM 093671105 148,551 119,393 409.47 5,247 522.42 0.0116
2022-05-04 2022-03-31 13F BLOCK H & R COM 093671105 29,158 335 1.16 843 24.15 0.0016
2022-02-03 2021-12-31 13F BLOCK H & R COM 093671105 28,823 -58,073 -66.83 679 -68.77 0.0013
2021-11-05 2021-09-30 13F BLOCK H & R COM 093671105 86,896 62,752 259.91 2,174 283.42 0.0045
2021-08-02 2021-06-30 13F BLOCK H & R COM 093671105 24,144 -3,844 -13.73 567 -7.20 0.0012
2021-05-13 2021-03-31 13F BLOCK H & R COM 093671105 27,988 -72,225 -72.07 611 -61.60 0.0015
2021-02-10 2020-12-31 13F BLOCK H & R COM 093671105 100,213 -96,802 -49.13 1,591 -50.44 0.0042
2020-11-12 2020-09-30 13F BLOCK H & R COM 093671105 197,015 -19,620 -9.06 3,210 3.65 0.0096
2020-08-14 2020-06-30 13F BLOCK H & R COM 093671105 216,635 99,739 85.32 3,097 88.15 0.0104
2020-05-18 2020-03-31 13F BLOCK H & R COM 093671105 116,896 116,896 1,646 0.0067
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.