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

SecurityHRB / H&R Block, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership17,825 shares
Latest Disclosed Value $ 565,753
Neuberger Berman Group LLC reports 19.21% increase in ownership of HRB / H&R Block, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 17,825 shares of H&R Block, Inc. (US:HRB) valued at $565,766 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,953 shares of H&R Block, Inc.. This represents a change in shares of 19.21% during the quarter. The current value of the position is $678,954 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)
2026-05-14 2026-03-31 13F H&R BLOCK Common 093671105 17,825 2,872 19.21 566 -13.21 0.0004
2026-02-13 2025-12-31 13F H&R BLOCK Common 093671105 14,953 1,647 12.38 652 -3.12 0.0005
2025-11-12 2025-09-30 13F H&R BLOCK Common 093671105 13,306 -15,565 -53.91 673 -57.58 0.0005
2025-08-25 2025-06-30 13F/A-1 H&R BLOCK Common 093671105 28,871 19,067 194.48 1,585 194.42 0.0012
2025-08-13 2025-06-30 13F H&R BLOCK Common 093671105 28,871 19,067 1,585 0.0006
2025-05-13 2025-03-31 13F H&R BLOCK Common 093671105 9,804 -1,338 -12.01 538 -8.50 0.0005
2025-02-13 2024-12-31 13F H&R BLOCK Common 093671105 11,142 3,207 40.42 589 16.67 0.0005
2024-11-14 2024-09-30 13F H&R BLOCK Common 093671105 7,935 -1,580 -16.61 504 -2.14 0.0004
2024-11-14 2024-06-30 13F/A-1 H&R BLOCK Common 093671105 9,515 2,917 44.21 516 58.95 0.0004
2024-08-13 2024-06-30 13F H&R BLOCK Common 093671105 9,515 2,917 516 0.0004
2024-11-14 2024-03-31 13F/A-1 H&R BLOCK Common 093671105 6,598 220 3.45 324 5.19 0.0003
2024-05-13 2024-03-31 13F H&R BLOCK Common 093671105 6,598 220 324 0.0003
2024-11-14 2023-12-31 13F/A-2 H&R BLOCK Common 093671105 6,378 90 1.43 309 14.07 0.0003
2024-02-09 2023-12-31 13F H&R BLOCK Common 093671105 6,378 90 309 0.0003
2023-11-14 2023-09-30 13F H&R BLOCK Common 093671105 6,288 -1,667 -20.96 271 6.72 0.0002
2023-08-11 2023-06-30 13F H&R BLOCK Common 093671105 7,955 -18,845 -70.32 254 -73.20 0.0002
2023-05-12 2023-03-31 13F H&R BLOCK Common 093671105 26,800 4,770 21.65 945 17.41 0.0009
2023-02-13 2022-12-31 13F H&R BLOCK Common 093671105 22,030 10,445 90.16 804 63.08 0.0008
2022-11-15 2022-09-30 13F H&R BLOCK Common 093671105 11,585 -21,981 -65.49 493 -58.40 0.0005
2022-08-15 2022-06-30 13F H&R BLOCK Common 093671105 33,566 33,566 1,185 0.0012
2021-11-12 2021-09-30 13F H&R BLOCK Common 093671105 0 -12,054 -100.00 0 -100.00
2021-08-13 2021-06-30 13F H&R BLOCK Common 093671105 12,054 12,054 283 0.0002
2020-08-13 2020-06-30 13F H&R BLOCK Common 093671105 0 -12,914 -100.00 0 -100.00
2020-05-14 2020-03-31 13F H&R BLOCK Common 093671105 12,914 -2,016 -13.50 182 -48.00 0.0003
2020-02-12 2019-12-31 13F H&R BLOCK Common 093671105 14,930 193 1.31 350 0.57 0.0004
2019-11-13 2019-09-30 13F H&R BLOCK Common 093671105 14,737 -6,130 -29.38 348 -43.04 0.0004
2019-08-13 2019-06-30 13F H&R BLOCK Common 093671105 20,867 2,006 10.64 611 35.18 0.0007
2019-05-13 2019-03-31 13F H&R BLOCK Common 093671105 18,861 18,861 -9.61 452 -26.02 0.0006
2018-11-16 2018-09-30 13F/A-1 H&R BLOCK Common 093671105 0 -36,386 -100.00 0 -100.00
2018-08-13 2018-06-30 13F H&R BLOCK Common 093671105 36,386 15,908 77.68 854 56.70 0.0009
2018-05-08 2018-03-31 13F H&R BLOCK Common 093671105 20,478 4,469 27.92 545 29.76 0.0006
2018-02-14 2017-12-31 13F H&R BLOCK Common 093671105 16,009 16,009 -21.82 420 -22.94 0.0005
2016-05-06 2016-03-31 13F H & R BLOCK COMMON STOCK 093671105 0 -21,218 -100.00 0 -100.00
2016-01-28 2015-12-31 13F H & R BLOCK COMMON STOCK 093671105 21,218 -827,056 -97.50 707 -97.70 0.0009
2015-11-10 2015-09-30 13F H & R BLOCK COMMON STOCK 093671105 848,274 -49,563 -5.52 30,708 15.35 0.0396
2015-07-31 2015-06-30 13F H & R BLOCK COMMON STOCK 093671105 897,837 -44,892 -4.76 26,621 -11.95 0.0296
2015-05-06 2015-03-31 13F H & R BLOCK COMMON STOCK 093671105 942,729 942,729 5.00 30,233 13.57 0.0323
2015-02-05 2014-12-31 13F H & R BLOCK COMMON STOCK 093671105 0 -995,429 -100.00 0 -100.00
2014-11-04 2014-09-30 13F H & R BLOCK COMMON STOCK 093671105 995,429 -76,155 -7.11 30,868 -14.06 0.0317
2014-08-05 2014-06-30 13F H & R BLOCK COMMON STOCK 093671105 1,071,584 796,604 289.70 35,919 332.71 0.0351
2014-05-05 2014-03-31 13F H & R BLOCK COMMON STOCK 093671105 274,980 274,980 8,301 0.0084
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.