(주)에이치앤알블록
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionHighTower Advisors, LLC
Latest Disclosed Ownership20,968 shares
Latest Disclosed Value $ 665,525
HighTower Advisors, LLC reports 34.62% increase in ownership of HRB / H&R Block, Inc.

On May 5, 2026 - HighTower Advisors, LLC filed a 13F-HR form disclosing ownership of 20,968 shares of H&R Block, Inc. (MX:HRB) valued at $665,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 15,576 shares of H&R Block, Inc.. This represents a change in shares of 34.62% 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)
2026-05-05 2026-03-31 13F BLOCK H & R COM 093671105 20,968 5,392 34.62 666 -1.92 0.0007
2026-02-06 2025-12-31 13F BLOCK H & R COM 093671105 15,576 -3,496 -18.33 679 -29.67 0.0007
2025-11-07 2025-09-30 13F BLOCK H & R COM 093671105 19,072 4,109 27.46 965 17.42 0.0011
2025-08-11 2025-06-30 13F BLOCK H & R COM 093671105 14,963 -2,078 -12.19 821 -12.19 0.0010
2025-05-13 2025-03-31 13F BLOCK H & R COM 093671105 17,041 -2,143 -11.17 936 -7.70 0.0013
2025-02-07 2024-12-31 13F BLOCK H & R COM 093671105 19,184 1,202 6.68 1,014 -11.68 0.0014
2024-11-14 2024-09-30 13F BLOCK H & R COM 093671105 17,982 2,803 18.47 1,147 39.03 0.0016
2024-08-13 2024-06-30 13F BLOCK H & R COM 093671105 15,179 -4,196 -21.66 825 -13.25 0.0013
2024-05-06 2024-03-31 13F BLOCK H & R COM 093671105 19,375 -941,164 -97.98 951 -97.95 0.0015
2024-02-12 2023-12-31 13F BLOCK H & R COM 093671105 960,539 6,501 0.68 46,446 12.99 0.0780
2023-11-08 2023-09-30 13F BLOCK H & R COM 093671105 954,038 65,478 7.37 41,105 45.22 0.0772
2023-08-14 2023-06-30 13F BLOCK H & R COM 093671105 888,560 63,105 7.64 28,305 -2.70 0.0557
2023-05-12 2023-03-31 13F BLOCK H & R COM 093671105 825,455 128,999 18.52 29,091 14.40 0.0635
2023-02-09 2022-12-31 13F BLOCK H & R COM 093671105 696,456 -461,113 -39.83 25,430 -48.35 0.0581
2022-11-09 2022-09-30 13F BLOCK H & R COM 093671105 1,157,569 -7,112 -0.61 49,236 19.71 0.1319
2022-08-10 2022-06-30 13F BLOCK H & R COM 093671105 1,164,681 171,460 17.26 41,128 58.99 0.1062
2022-05-12 2022-03-31 13F BLOCK H & R COM 093671105 993,221 66,499 7.18 25,868 18.41 0.0577
2022-02-10 2021-12-31 13F BLOCK H & R COM 093671105 926,722 79,640 9.40 21,847 3.00 0.0479
2021-11-12 2021-09-30 13F BLOCK H & R COM 093671105 847,082 292,762 52.81 21,210 62.72 0.0568
2021-08-06 2021-06-30 13F BLOCK H & R COM 093671105 554,320 554,320 13,035 0.0377
2021-05-10 2021-03-31 13F BLOCK H & R COM 093671105 0 -74,470 -100.00 0 -100.00
2021-02-10 2020-12-31 13F BLOCK H & R COM 093671105 74,470 74,470 1,176 0.0049
2020-02-14 2019-12-31 13F BLOCK H & R COM 093671105 0 -40,975 -100.00 0 -100.00
2019-11-12 2019-09-30 13F BLOCK H & R COM 093671105 40,975 33,892 478.50 958 369.61 0.0052
2019-08-13 2019-06-30 13F BLOCK H & R COM 093671105 7,083 7,083 -82.71 204 -78.71 0.0012
2019-05-15 2019-03-31 13F BLOCK H & R COM 093671105 0 -9,161 -100.00 0 -100.00
2019-02-14 2018-12-31 13F BLOCK H & R COM 093671105 9,161 -9,858 -51.83 231 -52.66 0.0018
2018-11-09 2018-09-30 13F BLOCK H & R COM 093671105 19,019 -16,698 -46.75 488 -39.98 0.0035
2018-08-14 2018-06-30 13F BLOCK H & R COM 093671105 35,717 23,795 199.59 813 170.10 0.0064
2018-05-15 2018-03-31 13F BLOCK H & R COM 093671105 11,922 -1,312 -9.91 301 -12.50 0.0025
2018-02-14 2017-12-31 13F BLOCK H & R COM 093671105 13,234 13,234 11.00 344 14.29 0.0028
2017-11-14 2017-09-30 13F BLOCK H & R COM 093671105 0 -9,745 -100.00 0 -100.00
2017-09-22 2017-06-30 13F/A-1 BLOCK H & R COM 093671105 9,745 -376 -3.72 300 27.66 0.0027
2017-08-14 2017-06-30 13F BLOCK H & R COM 093671105 9,745 -376 300
2017-05-15 2017-03-31 13F BLOCK H & R COM 093671105 10,121 -2,154 -17.55 235 -16.67 0.0022
2017-02-10 2016-12-31 13F BLOCK H & R COM 093671105 12,275 -768 -5.89 282 -6.93 0.0031
2016-11-14 2016-09-30 13F BLOCK H & R COM 093671105 13,043 13,043 6.26 303 7.45 0.0035
2016-08-11 2016-06-30 13F BLOCK H & R COM 093671105 0 -31,394 -100.00 0 -100.00
2016-05-16 2016-03-31 13F BLOCK H & R COM 093671105 31,394 -12,778 -28.93 831 -43.55 0.0027
2016-05-18 2015-12-31 13F/A-1 BLOCK H & R COM 093671105 44,172 -1,774 -3.86 1,472 -11.38 0.0175
2016-02-12 2015-12-31 13F BLOCK H & R COM 093671105 44,172 1,472
2015-11-16 2015-09-30 13F BLOCK H & R COM 093671105 45,946 45,946 4.02 1,661 12.84 0.0220
2015-08-11 2015-06-30 13F BLOCK H & R COM 093671105 0 -41,939 -100.00 0 -100.00
2015-05-15 2015-03-31 13F BLOCK H & R COM 093671105 41,939 12,070 40.41 1,345 33.70 0.0200
2015-02-17 2014-12-31 13F BLOCK H & R COM 093671105 29,869 1,681 5.96 1,006 15.10 0.0154
2014-11-14 2014-09-30 13F BLOCK H & R COM 093671105 28,188 578 2.09 874 -5.51 0.0148
2014-08-13 2014-06-30 13F BLOCK H & R COM 093671105 27,610 2,689 10.79 925 23.01 0.0160
2014-05-15 2014-03-31 13F BLOCK H & R COM 093671105 24,921 1,623 6.97 752 11.08 0.0147
2014-02-14 2013-12-31 13F BLOCK H & R COM 093671105 23,298 -330 -1.40 677 7.46 0.0139
2013-11-15 2013-09-30 13F BLOCK H & R COM 093671105 23,628 23,628 630 0.0158
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.