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

SecurityHRB / H&R Block, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,307,766 shares
Latest Disclosed Value $ 73,248,091
Dimensional Fund Advisors Lp reports 8.42% decrease in ownership of HRB / H&R Block, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,307,766 shares of H&R Block, Inc. (US:HRB) valued at $73,248,493 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,519,882 shares of H&R Block, Inc.. This represents a change in shares of -8.42% during the quarter. The current value of the position is $87,602,797 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)
2026-05-07 2026-03-31 13F BLOCK H & R COM 093671105 2,307,766 -212,116 -8.42 73,248 -33.30 0.0033
2026-02-12 2025-12-31 13F BLOCK H & R COM 093671105 2,519,882 203,478 8.78 109,816 -6.25 0.0230
2025-11-12 2025-09-30 13F BLOCK H & R COM 093671105 2,316,404 56,147 2.48 117,141 -5.58 0.0251
2025-08-12 2025-06-30 13F BLOCK H & R COM 093671105 2,260,257 -22,195 -0.97 124,065 -1.00 0.0287
2025-05-13 2025-03-31 13F BLOCK H & R COM 093671105 2,282,452 -52,901 -2.27 125,319 1.56 0.0311
2025-02-13 2024-12-31 13F BLOCK H & R COM 093671105 2,335,353 30,244 1.31 123,395 -15.77 0.0296
2024-11-07 2024-09-30 13F BLOCK H & R COM 093671105 2,305,109 -179,308 -7.22 146,490 8.73 0.0355
2024-08-09 2024-06-30 13F BLOCK H & R COM 093671105 2,484,417 23,792 0.97 134,726 11.49 0.0352
2024-05-10 2024-03-31 13F BLOCK H & R COM 093671105 2,460,625 -9,073 -0.37 120,841 1.15 0.0327
2024-02-07 2023-12-31 13F BLOCK H & R COM 093671105 2,469,698 79,759 3.34 119,463 16.08 0.0349
2023-11-09 2023-09-30 13F BLOCK H & R COM 093671105 2,389,939 159,048 7.13 102,912 44.74 0.0338
2023-08-09 2023-06-30 13F BLOCK H & R COM 093671105 2,230,891 60,462 2.79 71,100 -7.06 0.0227
2023-05-12 2023-03-31 13F BLOCK H & R COM 093671105 2,170,429 77,897 3.72 76,504 100,561.84 0.0258
2023-02-09 2022-12-31 13F BLOCK H & R COM 093671105 2,092,532 -55,756 -2.60 76 -99.92 0.0226
2022-11-10 2022-09-30 13F BLOCK H & R COM 093671105 2,148,288 147,300 7.36 91,395 29.33 0.0351
2022-08-12 2022-06-30 13F BLOCK H & R COM 093671105 2,000,988 112,893 5.98 70,668 43.73 0.0253
2022-05-13 2022-03-31 13F BLOCK H & R COM 093671105 1,888,095 26,323 1.41 49,167 12.09 0.0151
2022-02-09 2021-12-31 13F BLOCK H & R COM 093671105 1,861,772 4,082 0.22 43,863 -5.56 0.0133
2021-11-12 2021-09-30 13F BLOCK H & R COM 093671105 1,857,690 332,353 21.79 46,444 29.68 0.0150
2021-08-12 2021-06-30 13F BLOCK H & R COM 093671105 1,525,337 -107,710 -6.60 35,814 0.60 0.0113
2021-05-14 2021-03-31 13F BLOCK H & R COM 093671105 1,633,047 6,058 0.37 35,600 37.98 0.0118
2021-03-08 2020-12-31 13F/A-2 BLOCK H & R COM 093671105 1,626,989 -4,034 -0.25 25,801 -2.89 0.0093
2021-02-11 2020-12-31 13F BLOCK H & R COM 093671105 1,626,989 -4,034 25,801 9,317.9498
2020-11-12 2020-09-30 13F BLOCK H & R COM 093671105 1,631,023 -311,282 -16.03 26,568 -4.21 0.0113
2020-08-13 2020-06-30 13F BLOCK H & R COM 093671105 1,942,305 289,938 17.55 27,735 19.22 0.0122
2020-05-14 2020-03-31 13F BLOCK H & R COM 093671105 1,652,367 54,129 3.39 23,264 -38.00 0.0121
2020-02-14 2019-12-31 13F BLOCK H & R COM 093671105 1,598,238 10,563 0.67 37,525 0.07 0.0137
2019-11-12 2019-09-30 13F BLOCK H & R COM 093671105 1,587,675 195,503 14.04 37,498 -8.07 0.0146
2019-08-13 2019-06-30 13F BLOCK H & R COM 093671105 1,392,172 14,706 1.07 40,789 23.69 0.0158
2019-08-12 2019-03-31 13F/A-2 BLOCK H & R COM 093671105 1,377,466 62,737 4.77 32,978 -1.13 0.0131
2019-05-10 2019-03-31 13F BLOCK H & R COM 093671105 1,377,466 62,737 32,978
2019-02-26 2018-12-31 13F/A-1 BLOCK H & R COM 093671105 1,314,729 34,485 2.69 33,355 1.17 0.0151
2019-02-13 2018-12-31 13F BLOCK H & R COM 093671105 1,314,729 34,485 33,355
2018-11-13 2018-09-30 13F BLOCK H & R COM 093671105 1,280,244 96,929 8.19 32,968 22.30 0.0125
2018-08-10 2018-06-30 13F BLOCK H & R COM 093671105 1,183,315 10,824 0.92 26,956 -9.52 0.0107
2018-05-11 2018-03-31 13F BLOCK H & R COM 093671105 1,172,491 -1,643 -0.14 29,793 -3.23 0.0124
2018-02-12 2017-12-31 13F BLOCK H & R COM 093671105 1,174,134 32,854 2.88 30,789 1.86 0.0128
2017-11-13 2017-09-30 13F BLOCK H & R COM 093671105 1,141,280 62,876 5.83 30,226 -9.32 0.0132
2017-08-11 2017-06-30 13F BLOCK H & R COM 093671105 1,078,404 50,418 4.90 33,334 39.47 0.0154
2017-05-12 2017-03-31 13F BLOCK H & R COM 093671105 1,027,986 42,353 4.30 23,900 5.46 0.0114
2017-02-09 2016-12-31 13F BLOCK H & R COM 093671105 985,633 286,647 41.01 22,662 40.08 0.0113
2016-11-10 2016-09-30 13F BLOCK H & R COM 093671105 698,986 18,513 2.72 16,178 3.37 0.0087
2016-08-09 2016-06-30 13F BLOCK H & R COM 093671105 680,473 -70,072 -9.34 15,650 -21.08 0.0090
2016-05-13 2016-03-31 13F BLOCK H & R COM 093671105 750,545 -39,017 -4.94 19,829 -24.61 0.0119
2016-02-10 2015-12-31 13F BLOCK H & R COM 093671105 789,562 30,556 4.03 26,301 -4.26 0.0164
2015-11-13 2015-09-30 13F BLOCK H & R COM 093671105 759,006 46,268 6.49 27,471 29.99 0.0180
2015-08-14 2015-06-30 13F BLOCK H & R COM 093671105 712,738 77,290 12.16 21,133 3.72 0.0129
2015-05-14 2015-03-31 13F BLOCK H & R COM 093671105 635,448 24,715 4.05 20,376 -0.94 0.0129
2015-02-06 2014-12-31 13F BLOCK H & R COM 093671105 610,733 35,031 6.08 20,570 15.22 0.0135
2014-11-13 2014-09-30 13F BLOCK H & R COM 093671105 575,702 8,666 1.53 17,853 -6.07 0.0126
2014-08-08 2014-06-30 13F BLOCK H & R COM 093671105 567,036 184,022 48.05 19,006 64.45 0.0132
2014-05-14 2014-03-31 13F BLOCK H & R COM 093671105 383,014 20,880 5.77 11,557 9.89 0.0086
2014-02-12 2013-12-31 13F BLOCK H & R COM 093671105 362,134 8,446 2.39 10,517 11.55 0.0082
2013-11-13 2013-09-30 13F BLOCK H & R COM 093671105 353,688 25,405 7.74 9,428 3.47 0.0082
2013-08-15 2013-06-30 13F BLOCK H & R COM 093671105 328,283 328,283 9,112 0.0086
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.