(주)에이치앤알블록
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership434 shares
Latest Disclosed Value $ 13
Bessemer Group Inc reports 3.83% increase in ownership of HRB / H&R Block, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 434 shares of H&R Block, Inc. (MX:HRB) valued at $13 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 418 shares of H&R Block, Inc..

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)
2026-05-06 2026-03-31 13F BLOCK H&R SC 093671105 434 16 3.83 0 0.0000
2026-02-05 2025-12-31 13F BLOCK H&R SC 093671105 418 -2,477 -85.56 0 0.0000
2025-11-05 2025-09-30 13F BLOCK H&R SC 093671105 2,895 659 29.47 0 0.0002
2025-08-01 2025-06-30 13F BLOCK H&R SC 093671105 2,236 8 0.36 0 0.0002
2025-04-23 2025-03-31 13F BLOCK H&R SC 093671105 2,228 -378 -14.50 0 0.0002
2025-02-13 2024-12-31 13F BLOCK H&R SC 093671105 2,606 148 6.02 0 0.0002
2024-11-12 2024-09-30 13F BLOCK H&R SC 093671105 2,458 218 9.73 0 0.0003
2024-08-13 2024-06-30 13F BLOCK H&R SC 093671105 2,240 0 0.00 0 0.0002
2024-08-13 2024-03-31 13F/A-1 BLOCK H&R SC 093671105 2,240 0 0.00 0 0.0002
2024-05-13 2024-03-31 13F BLOCK H&R SC 093671105 2,240 0 0 0.0002
2024-02-09 2023-12-31 13F BLOCK H&R SC 093671105 2,240 0 0.00 0 0.0002
2023-11-13 2023-09-30 13F BLOCK H&R SC 093671105 2,240 -130 -5.49 0 0.0002
2023-08-10 2023-06-30 13F BLOCK H&R SC 093671105 2,370 123 5.47 0 0.0002
2023-05-10 2023-03-31 13F BLOCK H&R SC 093671105 2,247 -511 -18.53 0 0.0002
2023-02-13 2022-12-31 13F BLOCK H&R SC 093671105 2,758 -281 -9.25 0 -100.00 0.0002
2022-11-09 2022-09-30 13F BLOCK H&R SC 093671105 3,039 636 26.47 128 50.59 0.0003
2022-08-10 2022-06-30 13F BLOCK H&R SC 093671105 2,403 -6,591 -73.28 85 -63.68 0.0002
2022-05-12 2022-03-31 13F BLOCK H&R SC 093671105 8,994 -169 -1.84 234 8.33 0.0005
2022-01-27 2021-12-31 13F BLOCK H&R SC 093671105 9,163 169 1.88 216 -4.00 0.0004
2021-11-12 2021-09-30 13F BLOCK H&R SC 093671105 8,994 6,822 314.09 225 341.18 0.0005
2021-08-06 2021-06-30 13F BLOCK H&R SC 093671105 2,172 -175 -7.46 51 -1.92 0.0001
2021-05-13 2021-03-31 13F BLOCK H&R SC 093671105 2,347 609 35.04 52 85.71 0.0001
2021-02-09 2020-12-31 13F BLOCK H&R SC 093671105 1,738 -18,801 -91.54 28 -91.64 0.0001
2020-11-12 2020-09-30 13F BLOCK H&R SC 093671105 20,539 -2,412 -10.51 335 2.13 0.0010
2020-08-05 2020-06-30 13F BLOCK H&R SC 093671105 22,951 -116,972 -83.60 328 -83.34 0.0010
2020-04-30 2020-03-31 13F BLOCK H&R SC 093671105 139,923 -2,125,984 -93.82 1,969 -96.30 0.0079
2020-02-04 2019-12-31 13F BLOCK H&R SC 093671105 2,265,907 -3,425 -0.15 53,204 -0.74 0.1722
2019-11-07 2019-09-30 13F BLOCK H&R SC 093671105 2,269,332 33,531 1.50 53,601 -18.18 0.1914
2019-07-19 2019-06-30 13F BLOCK H&R SC 093671105 2,235,801 1,506,977 206.77 65,509 275.47 0.2207
2019-05-13 2019-03-31 13F BLOCK H&R SC 093671105 728,824 193,318 36.10 17,447 28.43 0.0670
2019-05-21 2018-12-31 13F/A-1 BLOCK H&R SC 093671105 535,506 433,210 423.49 13,585 415.76 0.0592
2019-02-12 2018-12-31 13F BLOCK H&R SC 093671105 535,506 433,210 13,585 0.0591
2018-11-06 2018-09-30 13F BLOCK H&R SC 093671105 102,296 -11,415 -10.04 2,634 1.70 0.0098
2018-07-25 2018-06-30 13F BLOCK H&R SC 093671105 113,711 26,455 30.32 2,590 16.82 0.0100
2018-05-10 2018-03-31 13F BLOCK H&R SC 093671105 87,256 -5,664 -6.10 2,217 -8.99 0.0086
2018-01-30 2017-12-31 13F BLOCK H&R SC 093671105 92,920 21,319 29.77 2,436 28.48 0.0095
2017-11-03 2017-09-30 13F BLOCK H&R SC 093671105 71,601 71,601 1,896 0.0076
2017-07-27 2017-06-30 13F BLOCK H&R SC 093671105 0 -218 -100.00 0 -100.00
2017-05-12 2017-03-31 13F BLOCK H&R SC 093671105 218 218 5 0.0000
2017-02-07 2016-12-31 13F BLOCK H&R SC 093671105 0 -414 -100.00 0 -100.00
2016-11-10 2016-09-30 13F BLOCK H&R SC 093671105 414 0 0.00 10 0.00 0.0001
2016-08-11 2016-06-30 13F BLOCK H&R SC 093671105 414 293 242.15 10 233.33 0.0001
2016-05-11 2016-03-31 13F BLOCK H&R SC 093671105 121 121 0.00 3 0.0000
2016-02-12 2015-12-31 13F BLOCK H&R SC 093671105 0 -36 -100.00 0 -100.00
2015-11-16 2015-09-30 13F BLOCK H&R SC 093671105 36 36 0.00 1 0.0000
2015-08-14 2015-06-30 13F BLOCK H&R SC 093671105 0 -135 -100.00 0 -100.00
2015-06-18 2015-03-31 13F/A-1 BLOCK H&R SC 093671105 135 135 4 0.0000
2015-05-14 2015-03-31 13F BLOCK H&R SC 093671105 135 4
2013-11-08 2013-09-30 13F BLOCK H&R SC 093671105 0 -800 -100.00 0 -100.00
2013-08-14 2013-06-30 13F BLOCK H&R SC 093671105 800 800 22 0.0002
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.