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

SecurityHRB / H&R Block, Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Natixis Advisors, L.p. closes position in HRB / H&R Block, Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 0 shares of H&R Block, Inc. (US:HRB) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 10,026 shares of H&R Block, Inc.. The current value of the position is $0 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)
2026-05-13 2026-03-31 13F BLOCK H and R COM 093671105 0 -100.00 0
2026-02-10 2025-12-31 13F BLOCK H and R COM 093671105 10,026 -5,760 -36.49 0 0.0006
2025-11-13 2025-09-30 13F BLOCK H and R COM 093671105 15,786 -16,498 -51.10 1 -100.00 0.0012
2025-08-13 2025-06-30 13F BLOCK H and R COM 093671105 32,284 870 2.77 2 0.00 0.0028
2025-05-08 2025-03-31 13F BLOCK H and R COM 093671105 31,414 5,533 21.38 2 0.00 0.0032
2025-02-10 2024-12-31 13F BLOCK H and R COM 093671105 25,881 79 0.31 1 0.00 0.0026
2024-11-06 2024-09-30 13F BLOCK H and R COM 093671105 25,802 2,113 8.92 2 0.00 0.0032
2024-08-01 2024-06-30 13F BLOCK H and R COM 093671105 23,689 738 3.22 1 0.00 0.0028
2024-04-25 2024-03-31 13F BLOCK H and R COM 093671105 22,951 3,511 18.06 1 0.0026
2024-02-06 2023-12-31 13F BLOCK H and R COM 093671105 19,440 4,372 29.02 1 0.0025
2023-11-13 2023-09-30 13F BLOCK H and R COM 093671105 15,068 2,664 21.48 1 0.0020
2023-08-15 2023-06-30 13F BLOCK H and R COM 093671105 12,404 -6,809 -35.44 0 0.0012
2023-05-11 2023-03-31 13F BLOCK H and R COM 093671105 19,213 2,334 13.83 1 0.0023
2023-01-27 2022-12-31 13F BLOCK H and R COM 093671105 16,879 -1,567 -8.50 1 -100.00 0.0023
2022-11-14 2022-09-30 13F H & R BLOCK COM 093671105 18,446 4,292 30.32 785 57.00 0.0033
2022-08-12 2022-06-30 13F BLOCK H and R COM 093671105 14,154 14,154 500 0.0022
2020-02-07 2019-12-31 13F BLOCK H and R CL-A 093671105 0 -33,394 -100.00 0 -100.00
2019-11-12 2019-09-30 13F BLOCK H and R CL-A 093671105 33,394 -2,433 -6.79 789 -24.86 0.0063
2019-08-12 2019-06-30 13F BLOCK H and R COM 093671105 35,827 -4,120 -10.31 1,050 9.83 0.0086
2019-05-15 2019-03-31 13F/A-1 BLOCK H and R COM 093671105 39,947 -3,812 -8.71 956 -13.87 0.0084
2019-05-15 2019-03-31 13F BLOCK H and R COM 093671105 39,947 -3,812 956
2019-02-13 2018-12-31 13F/A-1 BLOCK H and R COM 093671105 43,759 -354 -0.80 1,110 -2.29 0.0110
2019-02-13 2018-12-31 13F BLOCK H and R COM 093671105 43,759 -354 1,110
2018-11-13 2018-09-30 13F BLOCK H and R COM 093671105 44,113 44,113 1,136 0.0100
2018-05-10 2018-03-31 13F BLOCK H and R COM 093671105 0 -10,275 -100.00 0 -100.00
2018-02-14 2017-12-31 13F BLOCK H and R COM 093671105 10,275 -14,217 -58.05 269 -58.49 0.0027
2017-11-14 2017-09-30 13F BLOCK H & R COM 093671105 24,492 24,492 648 0.0068
2017-02-07 2016-12-31 13F BLOCK H and R COM 093671105 0 -174,413 -100.00 0 -100.00
2016-11-04 2016-09-30 13F BLOCK H and R COM 093671105 174,413 -745 -0.43 4,038 0.25 0.0523
2016-08-01 2016-06-30 13F BLOCK H and R COM 093671105 175,158 26,264 17.64 4,028 2.42 0.0557
2016-05-06 2016-03-31 13F BLOCK H and R INC COM COM 093671105 148,894 137,320 1,186.45 3,933 918.91 0.0589
2016-02-12 2015-12-31 13F BLOCK H and R COM 093671105 11,574 299 2.65 386 -5.39 0.0063
2015-11-12 2015-09-30 13F BLOCK H and R COM 093671105 11,275 1,244 12.40 408 37.37 0.0071
2015-08-14 2015-06-30 13F BLOCK H and R COM 093671105 10,031 10,031 0.00 297 0.0050
2015-05-15 2015-03-31 13F BLOCK H and R COM 093671105 0 -10,395 -100.00 0 -100.00
2015-02-05 2014-12-31 13F BLOCK H and R COM 093671105 10,395 -1,542 -12.92 350 -5.41 0.0066
2014-11-03 2014-09-30 13F BLOCK H and R COM 093671105 11,937 754 6.74 370 -1.33 0.0074
2014-08-13 2014-06-30 13F BLOCK H and R COM 093671105 11,183 1,679 17.67 375 30.66 0.0054
2014-05-13 2014-03-31 13F BLOCK H and R COM 093671105 9,504 9,504 287 0.0044
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.