H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership108,145 shares
Latest Disclosed Value $ 3,432,522
Prudential Financial Inc reports 15.98% increase in ownership of HRB / H&R Block, Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 108,145 shares of H&R Block, Inc. (MX:HRB) valued at $3,432,522 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 93,242 shares of H&R Block, Inc.. This represents a change in shares of 15.98% 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 108,145 14,903 15.98 3,433 -15.47 0.0024
2026-02-13 2025-12-31 13F BLOCK H & R COM 093671105 93,242 -21,815 -18.96 4,061 -30.22 0.0049
2025-11-13 2025-09-30 13F BLOCK H & R COM 093671105 115,057 15,391 15.44 5,818 -2.19 0.0069
2025-08-12 2025-06-30 13F BLOCK H & R COM 093671105 99,666 23,624 31.07 5,948 30.38 0.0077
2025-05-13 2025-03-31 13F BLOCK H & R COM 093671105 76,042 29,475 63.30 4,563 63.10 0.0065
2025-02-11 2024-12-31 13F BLOCK H & R COM 093671105 46,567 10,210 28.08 2,798 21.08 0.0038
2024-11-14 2024-09-30 13F BLOCK H & R COM 093671105 36,357 6,621 22.27 2,310 43.30 0.0033
2024-08-13 2024-06-30 13F BLOCK H & R COM 093671105 29,736 -22,566 -43.15 1,613 -37.23 0.0024
2024-05-14 2024-03-31 13F BLOCK H & R COM 093671105 52,302 -96,526 -64.86 2,569 -64.32 0.0036
2024-02-13 2023-12-31 13F BLOCK H & R COM 093671105 148,828 136,004 1,060.54 7,199 1,203.99 0.0109
2023-11-13 2023-09-30 13F BLOCK H & R COM 093671105 12,824 2,728 27.02 552 48.79 0.0009
2023-08-11 2023-06-30 13F BLOCK H & R COM 093671105 10,096 -28,505 -73.85 371 -73.85 0.0005
2023-05-12 2023-03-31 13F BLOCK H & R COM 093671105 38,601 -20,612 -34.81 1,419 -34.34 0.0022
2023-02-14 2022-12-31 13F BLOCK H & R COM 093671105 59,213 -11,131 -15.82 2,162 -29.22 0.0036
2022-11-04 2022-09-30 13F BLOCK H & R COM 093671105 70,344 54,435 342.16 3,053 455.09 0.0052
2022-08-15 2022-06-30 13F BLOCK H & R COM 093671105 15,909 3,400 27.18 550 68.71 0.0009
2022-05-13 2022-03-31 13F BLOCK H & R COM 093671105 12,509 -1,932 -13.38 326 -8.17 0.0004
2022-02-14 2021-12-31 13F BLOCK H & R COM 093671105 14,441 -1,539 -9.63 355 -11.25 0.0004
2021-11-15 2021-09-30 13F BLOCK H & R COM 093671105 15,980 -1,045 -6.14 400 0.00 0.0006
2021-08-16 2021-06-30 13F BLOCK H & R COM 093671105 17,025 -9,446 -35.68 400 -30.80 0.0006
2021-05-12 2021-03-31 13F BLOCK H & R COM 093671105 26,471 -3,481 -11.62 578 21.68 0.0009
2021-08-16 2020-12-31 13F/A-1 BLOCK H & R COM 0015 093671105 29,952 24,987 503.26 475 486.42 0.0008
2021-02-16 2020-12-31 13F BLOCK H & R COM 093671105 29,952 24,987 475 0.0008
2021-08-05 2020-09-30 13F/A-1 BLOCK H & R COM 093671105 4,965 -949 -16.05 81 -3.57 0.0117
2020-11-16 2020-09-30 13F BLOCK H & R COM 093671105 27,644 21,730 450 0.0008
2021-08-05 2020-06-30 13F/A-1 BLOCK H & R COM 0014 093671105 5,914 -177,597 -96.78 84 -96.75 0.0156
2020-08-12 2020-06-30 13F BLOCK H & R COM 093671105 190,761 7,250 2,724 0.0052
2020-05-12 2020-03-31 13F BLOCK H & R COM 093671105 183,511 -4,492 -2.39 2,584 -41.46 0.0057
2020-02-11 2019-12-31 13F BLOCK H & R COM 093671105 188,003 252 0.13 4,414 -0.47 0.0065
2019-11-13 2019-09-30 13F BLOCK H & R COM 093671105 187,751 -9,738 -4.93 4,435 -23.35 0.0070
2019-08-08 2019-06-30 13F BLOCK H & R COM 093671105 197,489 -1,936 -0.97 5,786 21.20 0.0090
2019-05-15 2019-03-31 13F BLOCK H & R COM 093671105 199,425 -34,282 -14.67 4,774 -19.48 0.0080
2019-02-07 2018-12-31 13F BLOCK H & R COM 093671105 233,707 8,158 3.62 5,929 2.08 0.0104
2018-11-07 2018-09-30 13F BLOCK H & R COM 093671105 225,549 -77,000 -25.45 5,808 -15.73 0.0086
2018-08-13 2018-06-30 13F BLOCK H & R COM 093671105 302,549 6,710 2.27 6,892 -8.31 0.0103
2018-05-04 2018-03-31 13F BLOCK H & R COM 093671105 295,839 -271,928 -47.89 7,517 -49.51 0.0115
2018-02-13 2017-12-31 13F BLOCK H & R COM 093671105 567,767 -67,972 -10.69 14,887 -11.57 0.0203
2017-11-30 2017-09-30 13F/A-1 BLOCK H & R COM 093671105 635,739 269,173 73.43 16,835 48.57 0.1838
2017-08-07 2017-06-30 13F BLOCK H & R COM 093671105 366,566 42,050 12.96 11,331 50.18 0.0169
2017-05-10 2017-03-31 13F BLOCK H & R COM 093671105 324,516 35,100 12.13 7,545 13.41 0.0118
2017-02-07 2016-12-31 13F BLOCK H & R COM 093671105 289,416 -7,920 -2.66 6,653 -3.34 0.0107
2016-11-04 2016-09-30 13F BLOCK H & R COM 093671105 297,336 -17,381 -5.52 6,883 -4.92 0.0114
2016-08-09 2016-06-30 13F BLOCK H & R COM 093671105 314,717 27,784 9.68 7,239 -4.50 0.0122
2016-05-09 2016-03-31 13F BLOCK H & R COM 093671105 286,933 -1,300 -0.45 7,580 -21.05 0.0136
2016-02-12 2015-12-31 13F BLOCK H & R COM 093671105 288,233 -54,150 -15.82 9,601 -22.54 0.0174
2015-11-10 2015-09-30 13F BLOCK H & R COM 093671105 342,383 -5,700 -1.64 12,395 20.09 0.0244
2015-08-06 2015-06-30 13F BLOCK H & R COM 093671105 348,083 -8,100 -2.27 10,321 -9.65 0.0183
2015-05-01 2015-03-31 13F BLOCK H & R COM 093671105 356,183 -279,400 -43.96 11,423 -46.64 0.0198
2015-02-06 2014-12-31 13F BLOCK H & R COM 093671105 635,583 -9,830 -1.52 21,407 6.95 0.0388
2014-11-12 2014-09-30 13F BLOCK H & R COM 093671105 645,413 245,018 61.19 20,015 49.13 0.0377
2014-08-13 2014-06-30 13F BLOCK H & R COM 093671105 400,395 15,422 4.01 13,421 15.48 0.0237
2014-05-14 2014-03-31 13F BLOCK H & R COM 093671105 384,973 45,200 13.30 11,622 17.79 0.0216
2014-02-11 2013-12-31 13F BLOCK H & R COM 093671105 339,773 -16,300 -4.58 9,867 3.94 0.0196
2013-11-07 2013-09-30 13F BLOCK H & R COM 093671105 356,073 1,661 0.47 9,493 -3.48 0.0202
2013-08-07 2013-06-30 13F BLOCK H & R COM 093671105 354,412 354,412 9,835 0.0218
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.