H&R 布洛克公司
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership106,177 shares
Latest Disclosed Value $ 3,370,058
Franklin Resources Inc reports 1.22% decrease in ownership of HRB / H&R Block, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 106,177 shares of H&R Block, Inc. (MX:HRB) valued at $3,370,058 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 107,486 shares of H&R Block, Inc.. This represents a change in shares of -1.22% 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.

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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 & R COM 093671105 106,177 -1,309 -1.22 3,370 -28.05 0.0008
2026-02-11 2025-12-31 13F BLOCK H & R COM 093671105 107,486 -2,331,990 -95.59 4,684 -66.24 0.0011
2025-11-13 2025-09-30 13F BLAIZE HLDGS COM 093671105 2,439,476 2,314,904 1,858.29 13,874 102.91 0.0035
2025-08-12 2025-06-30 13F BLOCK H & R COM 093671105 124,572 -191,271 -60.56 6,838 -60.58 0.0018
2025-05-13 2025-03-31 13F BLOCK H & R COM 093671105 315,843 19,334 6.52 17,343 10.69 0.0050
2025-02-12 2024-12-31 13F BLOCK H & R COM 093671105 296,509 46,229 18.47 15,668 3.21 0.0044
2024-11-27 2024-09-30 13F/A-1 BLOCK H & R COM 093671105 250,280 57,311 29.70 15,179 45.06 0.0043
2024-11-12 2024-09-30 13F BLOCK H & R COM 093671105 250,280 57,311 15,179 0.0007
2024-08-14 2024-06-30 13F BLOCK H & R COM 093671105 192,969 -25,532 -11.69 10,465 -2.48 0.0032
2024-05-13 2024-03-31 13F BLOCK H & R COM 093671105 218,501 33,275 17.96 10,731 19.77 0.0034
2024-02-09 2023-12-31 13F BLOCK H & R COM 093671105 185,226 76,602 70.52 8,959 91.55 0.0042
2023-11-13 2023-09-30 13F BLOCK H & R COM 093671105 108,624 72,469 200.44 4,677 305.99 0.0024
2023-08-11 2023-06-30 13F BLOCK H & R COM 093671105 36,155 -14,240 -28.26 1,152 -35.14 0.0005
2023-05-12 2023-03-31 13F BLOCK H & R COM 093671105 50,395 -174,787 -77.62 1,776 -78.40 0.0009
2023-02-10 2022-12-31 13F BLOCK H & R COM 093671105 225,182 -2,785 -1.22 8,221 -15.22 0.0043
2022-11-14 2022-09-30 13F BLOCK H & R COM 093671105 227,967 169,860 292.32 9,697 372.56 0.0053
2022-08-11 2022-06-30 13F BLOCK H & R COM 093671105 58,107 -300,374 -83.79 2,052 -78.02 0.0010
2022-05-13 2022-03-31 13F BLOCK H & R COM 093671105 358,481 -947,034 -72.54 9,335 -69.65 0.0037
2022-02-11 2021-12-31 13F BLOCK H & R COM 093671105 1,305,515 -68,971 -5.02 30,756 -10.50 0.0111
2021-11-12 2021-09-30 13F BLOCK H & R COM 093671105 1,374,486 -1,016,930 -42.52 34,363 -38.80 0.0129
2021-08-13 2021-06-30 13F BLOCK H & R COM 093671105 2,391,416 -1,434,897 -37.50 56,150 -32.69 0.0215
2021-05-13 2021-03-31 13F BLOCK H & R COM 093671105 3,826,313 1,476,444 62.83 83,414 123.82 0.0339
2021-02-10 2020-12-31 13F BLOCK H & R COM 093671105 2,349,869 2,258,432 2,469.93 37,268 2,402.89 0.0158
2020-11-12 2020-09-30 13F BLOCK H & R COM 093671105 91,437 -117,924 -56.33 1,489 -50.48 0.0007
2020-08-13 2020-06-30 13F BLOCK H & R COM 093671105 209,361 14,941 7.68 3,007 9.86 0.0015
2020-05-13 2020-03-31 13F BLOCK H & R COM 093671105 194,420 13,203 7.29 2,737 -35.68 0.0018
2020-03-11 2019-12-31 13F/A-1 BLOCK H & R COM 093671105 181,217 9,113 5.30 4,255 4.67 0.0022
2020-02-12 2019-12-31 13F BLOCK H & R COM 093671105 181,217 9,113 4,255 537.4648
2019-11-14 2019-09-30 13F BLOCK H & R COM 093671105 172,104 71,898 71.75 4,065 38.45 0.0022
2019-08-14 2019-06-30 13F BLOCK H & R COM 093671105 100,206 -19,887 -16.56 2,936 2.09 0.0016
2019-05-15 2019-03-31 13F/A-1 BLOCK H & R COM 093671105 120,093 28,314 30.85 2,876 23.54 0.0015
2019-05-14 2019-03-31 13F BLOCK H & R COM 093671105 120,093 28,314 2,876
2019-02-12 2018-12-31 13F BLOCK H & R COM 093671105 91,779 6,345 7.43 2,328 5.82 0.0014
2018-11-13 2018-09-30 13F BLOCK H & R COM 093671105 85,434 14,900 21.12 2,200 36.90 0.0011
2018-08-14 2018-06-30 13F BLOCK H & R COM 093671105 70,534 18,437 35.39 1,607 21.37 0.0008
2018-05-10 2018-03-31 13F BLOCK H & R COM 093671105 52,097 4,516 9.49 1,324 6.09 0.0007
2018-02-14 2017-12-31 13F BLOCK H & R COM 093671105 47,581 -50,514 -51.49 1,248 -51.96 0.0006
2017-11-13 2017-09-30 13F BLOCK H & R COM 093671105 98,095 10,498 11.98 2,598 -4.06 0.0013
2017-08-10 2017-06-30 13F BLOCK H & R COM 093671105 87,597 78,710 885.68 2,708 1,214.56 0.0014
2017-05-12 2017-03-31 13F BLOCK H & R COM 093671105 8,887 8,887 206 0.0001
2017-02-14 2016-12-31 13F BLOCK H & R COM 093671105 0 -18,279 -100.00 0 -100.00
2016-11-14 2016-09-30 13F BLOCK H & R COM 093671105 18,279 18,279 0.00 423 0.0002
2016-08-11 2016-06-30 13F BLOCK H & R COM 093671105 0 -22,000 -100.00 0 -100.00
2016-05-10 2016-03-31 13F BLOCK H & R COM 093671105 22,000 900 4.27 581 -17.35 0.0003
2016-04-27 2015-12-31 13F/A-1 BLOCK H & R COM 093671105 21,100 0 0.00 703 -7.98 0.0004
2016-02-12 2015-12-31 13F BLOCK H & R COM 093671105 21,100 703
2015-11-10 2015-09-30 13F BLOCK H & R COM 093671105 21,100 13,100 163.75 764 229.31 0.0004
2014-02-12 2013-12-31 13F BLOCK H & R COM 093671105 8,000 0 0.00 232 8.92 0.0001
2013-11-14 2013-09-30 13F BLOCK H & R COM 093671105 8,000 0 0.00 213 -4.05 0.0001
2013-08-09 2013-06-30 13F BLOCK H & R COM 093671105 8,000 8,000 222 0.0001
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.