H&R 布洛克公司
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionUs Bancorp \de\
Latest Disclosed Ownership14,540 shares
Latest Disclosed Value $ 461,499
Us Bancorp \de\ reports 19.78% increase in ownership of HRB / H&R Block, Inc.

On May 14, 2026 - Us Bancorp \de\ filed a 13F-HR form disclosing ownership of 14,540 shares of H&R Block, Inc. (MX:HRB) valued at $461,499 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 12,139 shares of H&R Block, Inc.. This represents a change in shares of 19.78% 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)
2026-05-14 2026-03-31 13F BLOCK H & R COM 093671105 14,540 2,401 19.78 461 -12.85 0.0002
2026-01-30 2025-12-31 13F BLOCK H & R COM 093671105 12,139 -462 -3.67 529 -16.95 0.0006
2025-11-12 2025-09-30 13F BLOCK H & R COM 093671105 12,601 261 2.12 637 -5.91 0.0008
2025-07-24 2025-06-30 13F BLOCK H & R COM 093671105 12,340 58 0.47 677 0.45 0.0009
2025-05-08 2025-03-31 13F BLOCK H & R COM 093671105 12,282 -76 -0.61 674 3.22 0.0009
2025-02-05 2024-12-31 13F BLOCK H & R COM 093671105 12,358 233 1.92 653 -15.19 0.0009
2024-10-28 2024-09-30 13F BLOCK H & R COM 093671105 12,125 -8,924 -42.40 771 -32.52 0.0010
2024-08-07 2024-06-30 13F BLOCK H & R COM 093671105 21,049 185 0.89 1,141 11.43 0.0016
2024-05-08 2024-03-31 13F BLOCK H & R COM 093671105 20,864 -285 -1.35 1,025 0.20 0.0014
2024-02-09 2023-12-31 13F BLOCK H & R COM 093671105 21,149 -782 -3.57 1,023 8.26 0.0015
2023-11-03 2023-09-30 13F BLOCK H & R COM 093671105 21,931 438 2.04 944 38.01 0.0015
2023-08-10 2023-06-30 13F BLOCK H & R COM 093671105 21,493 626 3.00 685 -6.94 0.0011
2023-05-09 2023-03-31 13F BLOCK H R COMMON STOCK 093671105 20,867 127 0.61 736 -2.91 0.0012
2023-02-13 2022-12-31 13F BLOCK H R COMMON STOCK 093671105 20,740 782 3.92 757 -10.84 0.0013
2022-10-27 2022-09-30 13F BLOCK H R COMMON STOCK 093671105 19,958 63 0.32 849 20.94 0.0018
2022-08-01 2022-06-30 13F BLOCK H R COMMON STOCK 093671105 19,895 -2,215 -10.02 702 22.09 0.0014
2022-05-11 2022-03-31 13F BLOCK H R COMMON STOCK 093671105 22,110 -2,000 -8.30 575 1.23 0.0010
2022-02-11 2021-12-31 13F BLOCK H R COMMON STOCK 093671105 24,110 -2,064 -7.89 568 -13.15 0.0009
2021-11-10 2021-09-30 13F BLOCK H R COMMON STOCK 093671105 26,174 3,108 13.47 654 20.89 0.0012
2021-08-05 2021-06-30 13F BLOCK H R COMMON STOCK 093671105 23,066 376 1.66 541 9.29 0.0010
2021-04-28 2021-03-31 13F BLOCK H R COMMON STOCK 093671105 22,690 119 0.53 495 38.27 0.0010
2021-02-04 2020-12-31 13F BLOCK H R COMMON STOCK 093671105 22,571 -20,515 -47.61 358 -49.00 0.0008
2020-11-10 2020-09-30 13F H & R BLOCK COMMON STOCK 093671105 43,086 5,340 14.15 702 30.24 0.0017
2020-08-07 2020-06-30 13F H & R BLOCK COMMON STOCK 093671105 37,746 2,150 6.04 539 7.58 0.0014
2020-05-13 2020-03-31 13F H & R BLOCK COMMON STOCK 093671105 35,596 8,551 31.62 501 -21.10 0.0016
2020-02-04 2019-12-31 13F H & R BLOCK COMMON STOCK 093671105 27,045 -9,146 -25.27 635 -25.64 0.0016
2019-11-08 2019-09-30 13F H & R BLOCK COMMON STOCK 093671105 36,191 -201 -0.55 854 -19.89 0.0023
2019-08-13 2019-06-30 13F H & R BLOCK COMMON STOCK 093671105 36,392 -401 -1.09 1,066 21.14 0.0030
2019-05-08 2019-03-31 13F H & R BLOCK COMMON STOCK 093671105 36,793 10,369 39.24 880 31.34 0.0025
2019-02-13 2018-12-31 13F H & R BLOCK COMMON STOCK 093671105 26,424 -5,750 -17.87 670 -19.18 0.0022
2018-10-31 2018-09-30 13F BLOCK H R COMMON STOCK 093671105 32,174 51 0.16 829 13.25 0.0024
2018-08-08 2018-06-30 13F BLOCK H R COMMON STOCK 093671105 32,123 -427 -1.31 732 -11.49 0.0022
2018-05-08 2018-03-31 13F BLOCK H R COMMON STOCK 093671105 32,550 -1,956 -5.67 827 -8.62 0.0025
2018-02-02 2017-12-31 13F BLOCK H R COMMON STOCK 093671105 34,506 9,237 36.55 905 35.28 0.0028
2017-11-13 2017-09-30 13F BLOCK H R COMMON STOCK 093671105 25,269 -367 -1.43 669 -15.64 0.0021
2017-07-19 2017-06-30 13F H & R BLOCK COMMON STOCK 093671105 25,636 -14,134 -35.54 793 -14.27 0.0026
2017-05-03 2017-03-31 13F H & R BLOCK COMMON STOCK 093671105 39,770 -2,369 -5.62 925 -4.54 0.0032
2017-02-08 2016-12-31 13F H & R BLOCK COMMON STOCK 093671105 42,139 -62,211 -59.62 969 -59.88 0.0035
2016-11-04 2016-09-30 13F BLOCK H R COMMON STOCK 093671105 104,350 14,489 16.12 2,415 16.84 0.0090
2016-08-10 2016-06-30 13F BLOCK H R COMMON STOCK 093671105 89,861 -3,459 -3.71 2,067 -16.15 0.0079
2016-05-13 2016-03-31 13F BLOCK H R COMMON STOCK 093671105 93,320 -1,838 -1.93 2,465 -22.22 0.0097
2016-02-10 2015-12-31 13F BLOCK H R COMMON STOCK 093671105 95,158 -1,864 -1.92 3,169 -9.77 0.0127
2015-11-16 2015-09-30 13F BLOCK H R COMMON STOCK 093671105 97,022 -4,794 -4.71 3,512 16.33 0.0147
2015-08-10 2015-06-30 13F BLOCK H R COMMON STOCK 093671105 101,816 -3,055 -2.91 3,019 -10.26 0.0117
2015-05-08 2015-03-31 13F BLOCK H R COMMON STOCK 093671105 104,871 -6,048 -5.45 3,364 -9.96 0.0129
2015-02-13 2014-12-31 13F BLOCK H R COMMON STOCK 093671105 110,919 1,858 1.70 3,736 10.47 0.0144
2014-11-14 2014-09-30 13F BLOCK H R COMMON STOCK 093671105 109,061 4,368 4.17 3,382 -3.62 0.0137
2014-08-14 2014-06-30 13F BLOCK H R COMMON STOCK 093671105 104,693 -2,930 -2.72 3,509 8.00 0.0140
2014-05-14 2014-03-31 13F BLOCK H R COMMON STOCK 093671105 107,623 -4,300 -3.84 3,249 -0.06 0.0133
2014-02-13 2013-12-31 13F BLOCK H R COMMON STOCK 093671105 111,923 -284 -0.25 3,251 8.69 0.0132
2013-11-07 2013-09-30 13F BLOCK H R COMMON STOCK 093671105 112,207 17,571 18.57 2,991 13.90 0.0132
2013-08-09 2013-06-30 13F BLOCK H R COMMON STOCK 093671105 94,636 94,636 2,626 0.0120
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.