H&R Block, Inc.
DE ˙ DB ˙ US0936711052
32,34 € ↓ -0,52 (-1,58%)
2026-06-04
CENA AKCJI
SecurityDE:HRB / H&R Block, Inc.
InstitutionQube Research & Technologies Ltd
Latest Disclosed Ownership854,591 shares
Latest Disclosed Value $ 27,124,718
Qube Research & Technologies Ltd reports 68.40% increase in ownership of HRB / H&R Block, Inc.

On May 15, 2026 - Qube Research & Technologies Ltd filed a 13F-HR form disclosing ownership of 854,591 shares of H&R Block, Inc. (DE:HRB) valued at $23,244,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 507,482 shares of H&R Block, Inc.. This represents a change in shares of 68.40% during the quarter. The current value of the position is $27,637,473 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 854,591 347,109 68.40 27,125 22.64 0.0302
2026-02-17 2025-12-31 13F BLOCK H & R COM 093671105 507,482 -531,637 -51.16 22,116 -57.91 0.0225
2025-11-14 2025-09-30 13F BLOCK H & R COM 093671105 1,039,119 -711,641 -40.65 52,548 -45.32 0.0543
2025-08-14 2025-06-30 13F BLOCK H & R COM 093671105 1,750,760 312,776 21.75 96,099 21.71 0.0976
2025-05-15 2025-03-31 13F BLOCK H & R COM 093671105 1,437,984 229,876 19.03 78,960 23.69 0.0916
2025-02-14 2024-12-31 13F BLOCK H & R COM 093671105 1,208,108 77,959 6.90 63,836 -11.12 0.0837
2024-11-14 2024-09-30 13F BLOCK H & R COM 093671105 1,130,149 659,797 140.28 71,821 181.57 0.1059
2024-08-14 2024-06-30 13F BLOCK H & R COM 093671105 470,352 466,706 12,800.49 25,507 14,149.72 0.0403
2024-05-14 2024-03-31 13F BLOCK H & R COM 093671105 3,646 0 0.00 179 1.70 0.0003
2024-02-13 2023-12-31 13F BLOCK H & R COM 093671105 3,646 -173,932 -97.95 176 -97.70 0.0003
2023-11-13 2023-09-30 13F BLOCK H & R COM 093671105 177,578 -378,166 -68.05 7,647 -56.83 0.0200
2023-08-14 2023-06-30 13F BLOCK H & R COM 093671105 555,744 33,235 6.36 17,712 -3.84 0.0644
2023-05-15 2023-03-31 13F BLOCK H & R COM 093671105 522,509 -815,528 -60.95 18,418 -62.30 0.0792
2023-02-14 2022-12-31 13F BLOCK H & R COM 093671105 1,338,037 866,708 183.89 48,852 143.65 0.2615
2022-11-14 2022-09-30 13F BLOCK H & R COM 093671105 471,329 471,329 20,050 0.1194
2022-05-09 2022-03-31 13F BLOCK H & R COM 093671105 0 -478,238 -100.00 0 -100.00
2022-02-10 2021-12-31 13F/A-1 BLOCK H & R COM 093671105 478,238 423,277 770.14 11,267 720.01 0.0870
2022-02-01 2021-12-31 13F BLOCK H & R COM 093671105 478,238 423,277 11,267 0.0871
2021-11-12 2021-09-30 13F BLOCK H & R COM 093671105 54,961 -75,084 -57.74 1,374 -55.00 0.0172
2021-08-13 2021-06-30 13F BLOCK H & R COM 093671105 130,045 130,045 3,053 0.0348
2020-05-15 2020-03-31 13F BLOCK H & R COM 093671105 0 -96,118 -100.00 0 -100.00
2020-02-13 2019-12-31 13F BLOCK H & R COM 093671105 96,118 96,118 2,257 0.0708
2019-08-02 2019-06-30 13F BLOCK H & R COM 093671105 0 -18,256 -100.00 0 -100.00
2019-05-15 2019-03-31 13F BLOCK H & R COM 093671105 18,256 4,989 37.60 437 29.67 0.0577
2019-02-14 2018-12-31 13F BLOCK H & R COM 093671105 13,267 6,628 99.83 337 97.08 0.1454
2018-11-14 2018-09-30 13F BLOCK H & R COM 093671105 6,639 6,639 171 0.0227
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.