(주)에이치앤알블록
DE ˙ DB ˙ US0936711052
€32.34 ↓ -0.52 (-1.58%)
2026-06-04
주가
SecurityDE:HRB / H&R Block, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,988,035 shares
Latest Disclosed Value $ 63,100,258
Morgan Stanley reports 32.45% increase in ownership of HRB / H&R Block, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,988,035 shares of H&R Block, Inc. (DE:HRB) valued at $54,074,552 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,500,953 shares of H&R Block, Inc.. This represents a change in shares of 32.45% during the quarter. The current value of the position is $64,293,052 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)
2026-05-15 2026-03-31 13F BLOCK H & R COM 093671105 1,988,035 487,082 32.45 63,100 -3.53 0.0038
2026-05-27 2025-12-31 13F/A-1 BLOCK H & R COM 093671105 1,500,953 -327,876 -17.93 65,412 -29.27 0.0039
2026-02-13 2025-12-31 13F BLOCK H & R COM 093671105 1,500,953 -327,876 65,412 0.0039
2026-05-27 2025-09-30 13F/A-1 BLOCK H & R COM 093671105 1,828,829 -225,757 -10.99 92,484 -17.99 0.0056
2025-11-14 2025-09-30 13F BLOCK H & R COM 093671105 1,828,829 -225,757 92,484 0.0056
2025-08-15 2025-06-30 13F BLOCK H & R COM 093671105 2,054,586 -95,426 -4.44 112,776 -4.47 0.0073
2025-05-15 2025-03-31 13F BLOCK H & R COM 093671105 2,150,012 -21,351 -0.98 118,057 2.90 0.0084
2025-05-15 2024-12-31 13F/A-1 BLOCK H & R COM 093671105 2,171,363 2,768 0.13 114,735 -16.75 0.0080
2025-02-14 2024-12-31 13F BLOCK H & R COM 093671105 2,171,363 2,768 114,735 0.0080
2025-05-14 2024-09-30 13F/A-2 BLOCK H & R COM 093671105 2,168,595 1,170,712 117.32 137,814 154.67 0.0100
2025-02-14 2024-09-30 13F/A-1 BLOCK H & R COM 093671105 2,168,595 1,170,712 137,814 0.0100
2024-11-14 2024-09-30 13F BLOCK H & R COM 093671105 2,168,595 1,170,712 137,814 0.0012
2025-05-14 2024-06-30 13F/A-2 BLOCK H & R COM 093671105 997,883 -126,217 -11.23 54,115 -1.97 0.0042
2024-10-17 2024-06-30 13F/A-1 BLOCK H & R COM 093671105 997,883 -126,217 54,115 0.0042
2024-08-14 2024-06-30 13F BLOCK H & R COM 093671105 997,883 -126,217 54,115 0.0042
2024-10-17 2024-03-31 13F/A-2 BLOCK H & R COM 093671105 1,124,100 80,700 7.73 55,205 9.38 0.0044
2024-08-16 2024-03-31 13F/A-1 BLOCK H & R COM 093671105 1,124,100 80,700 55,205 0.0044
2024-05-15 2024-03-31 13F BLOCK H & R COM 093671105 1,124,100 80,700 55,205 0.0044
2024-08-16 2023-12-31 13F/A-1 BLOCK H & R COM 093671105 1,043,400 -163,125 -13.52 50,469 -2.86 0.0044
2024-02-13 2023-12-31 13F BLOCK H & R COM 093671105 1,043,400 -163,125 50,469 0.0044
2023-11-15 2023-09-30 13F BLOCK H & R COM 093671105 1,206,525 -163,289 -11.92 51,953 19.01 0.0053
2023-08-14 2023-06-30 13F BLOCK H & R COM 093671105 1,369,814 369,027 36.87 43,656 23.75 0.0043
2023-05-15 2023-03-31 13F BLOCK H & R COM 093671105 1,000,787 -312,838 -23.81 35,278 -26.44 0.0038
2023-02-14 2022-12-31 13F BLOCK H & R COM 093671105 1,313,625 17,390 1.34 47,960 -13.03 0.0054
2022-11-14 2022-09-30 13F BLOCK H & R COM 093671105 1,296,235 -533,794 -29.17 55,143 -14.69 0.0075
2022-10-27 2022-06-30 13F/A-1 BLOCK H & R COM 093671105 1,830,029 800,767 77.80 64,636 141.15 0.0084
2022-08-15 2022-06-30 13F BLOCK H & R COM 093671105 1,830,029 800,767 64,636 0.0084
2022-10-27 2022-03-31 13F/A-1 BLOCK H & R COM 093671105 1,029,262 -76,623 -6.93 26,803 2.87 0.0036
2022-05-13 2022-03-31 13F BLOCK H & R COM 093671105 1,029,262 -76,623 26,803 0.0036
2022-02-14 2021-12-31 13F BLOCK H & R COM 093671105 1,105,885 -128,386 -10.40 26,055 -15.56 0.0032
2021-11-15 2021-09-30 13F BLOCK H & R COM 093671105 1,234,271 -6,326 -0.51 30,857 5.94 0.0042
2021-08-23 2021-06-30 13F/A-1 BLOCK H & R COM 093671105 1,240,597 -389,601 -23.90 29,128 -18.04 0.0038
2021-08-16 2021-06-30 13F BLOCK H & R COM 093671105 1,240,597 -389,601 29,128 0.0008
2021-05-17 2021-03-31 13F BLOCK H & R COM 093671105 1,630,198 -257,070 -13.62 35,538 18.73 0.0052
2021-02-16 2020-12-31 13F BLOCK H & R COM 093671105 1,887,268 1,423,373 306.83 29,933 296.15 0.0046
2020-11-13 2020-09-30 13F BLOCK H & R COM 093671105 463,895 -1,314,522 -73.92 7,556 -70.25 0.0015
2020-08-14 2020-06-30 13F BLOCK H & R COM 093671105 1,778,417 1,329,554 296.20 25,396 301.84 0.0056
2020-05-26 2020-03-31 13F/A-1 BLOCK H & R COM 093671105 448,863 -643,095 -58.89 6,320 -75.35 0.0017
2020-05-15 2020-03-31 13F BLOCK H & R COM 093671105 448,863 -643,095 6,320 485.5077
2020-02-14 2019-12-31 13F BLOCK H & R COM 093671105 1,091,958 809,634 286.77 25,639 284.45 0.0060
2019-11-14 2019-09-30 13F BLOCK H & R COM 093671105 282,324 -208,808 -42.52 6,669 -53.66 0.0018
2019-08-14 2019-06-30 13F BLOCK H & R COM 093671105 491,132 -114,836 -18.95 14,390 -0.81 0.0038
2019-05-15 2019-03-31 13F BLOCK H & R COM 093671105 605,968 -1,308,428 -68.35 14,507 -70.13 0.0041
2019-02-14 2018-12-31 13F BLOCK H & R COM 093671105 1,914,396 -38,316 -1.96 48,568 -3.41 0.0145
2019-04-23 2018-09-30 13F/A-2 BLOCK H & R COM 093671105 1,952,712 1,495,682 327.26 50,283 383.03 0.0126
2018-11-20 2018-09-30 13F/A-1 BLOCK H & R COM 093671105 1,952,712 0 50,283 0.0126
2018-11-14 2018-09-30 13F BLOCK H & R COM 093671105 1,952,712 1,495,682 50,283
2019-04-23 2018-06-30 13F/A-1 BLOCK H & R COM 093671105 457,030 -908,279 -66.53 10,410 -69.99 0.0028
2018-08-14 2018-06-30 13F BLOCK H & R COM 093671105 457,030 -908,279 10,410
2019-04-23 2018-03-31 13F/A-1 BLOCK H & R COM 093671105 1,365,309 -374,158 -21.51 34,692 -23.93 0.0096
2018-05-14 2018-03-31 13F BLOCK H & R COM 093671105 1,365,309 -374,158 34,692
2019-04-23 2017-12-31 13F/A-1 BLOCK H & R COM 093671105 1,739,467 204,327 13.31 45,608 12.19 0.0125
2018-02-14 2017-12-31 13F BLOCK H & R COM 093671105 1,739,467 204,327 45,608
2017-11-14 2017-09-30 13F BLOCK H & R COM 093671105 1,535,140 -787,564 -33.91 40,651 -43.38 0.0122
2017-08-11 2017-06-30 13F BLOCK H & R COM 093671105 2,322,704 208,249 9.85 71,794 46.04 0.0217
2017-05-22 2017-03-31 13F/A-1 BLOCK H & R COM 093671105 2,114,455 384,634 22.24 49,161 23.62 0.0151
2017-05-12 2017-03-31 13F BLOCK H & R COM 093671105 2,114,455 49,161
2017-02-22 2016-12-31 13F/A-1 BLOCK H & R COM 093671105 1,729,821 21,954 1.29 39,768 0.58 0.0130
2017-02-13 2016-12-31 13F BLOCK H & R COM 093671105 1,729,821 39,768
2016-11-10 2016-09-30 13F BLOCK H & R COM 093671105 1,707,867 -709,318 -29.34 39,538 -28.88 0.0135
2016-08-12 2016-06-30 13F BLOCK H & R COM 093671105 2,417,185 1,980,857 453.98 55,595 382.26 0.0201
2016-05-12 2016-03-31 13F BLOCK H & R COM 093671105 436,328 -134,931 -23.62 11,528 -39.42 0.0044
2016-02-09 2015-12-31 13F BLOCK H & R COM 093671105 571,259 -2,331,975 -80.32 19,028 -81.90 0.0069
2016-02-08 2015-09-30 13F/A-1 BLOCK H & R COM 093671105 2,903,234 -399,598 -12.10 105,099 7.32 0.0388
2015-11-09 2015-09-30 13F BLOCK H & R COM 093671105 2,903,234 105,099
2015-08-12 2015-06-30 13F BLOCK H & R COM 093671105 3,302,832 1,130,085 52.01 97,929 40.54 0.0339
2015-05-14 2015-03-31 13F BLOCK H & R COM 093671105 2,172,747 958,257 78.90 69,680 70.35 0.0257
2015-02-13 2014-12-31 13F BLOCK H & R COM 093671105 1,214,490 -1,363,177 -52.88 40,905 -48.83 0.0150
2014-12-16 2014-09-30 13F/A-1 BLOCK H & R COM 093671105 2,577,667 -2,104,168 -44.94 79,934 -49.07 0.0307
2014-11-14 2014-09-30 13F BLOCK H & R COM 093671105 2,577,667 79,934
2014-08-12 2014-06-30 13F BLOCK H & R COM 093671105 4,681,835 3,314,306 242.36 156,935 280.13 0.2684
2014-05-13 2014-03-31 13F BLOCK H & R COM 093671105 1,367,529 296,909 27.73 41,285 32.80 0.0173
2014-02-13 2013-12-31 13F BLOCK H & R COM 093671105 1,070,620 184,447 20.81 31,089 31.59 0.0132
2013-11-13 2013-09-30 13F BLOCK H & R INC COM ST COM 093671105 886,173 -420,696 -32.19 23,626 -34.85 0.0112
2013-08-08 2013-06-30 13F BLOCK H & R INC COM ST COM 093671105 1,306,869 1,306,869 36,265 0.0183
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.