H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionTectonic Advisors Llc
Latest Disclosed Ownership251,935 shares
Latest Disclosed Value $ 7,996,435
Tectonic Advisors Llc reports 27.58% increase in ownership of HRB / H&R Block, Inc.

On April 17, 2026 - Tectonic Advisors Llc filed a 13F-HR form disclosing ownership of 251,935 shares of H&R Block, Inc. (MX:HRB) valued at $7,996,435 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 197,473 shares of H&R Block, Inc.. This represents a change in shares of 27.58% 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)
2026-04-17 2026-03-31 13F BLOCK H & R COM 093671105 251,935 54,462 27.58 7,996 -7.08 0.3141
2026-01-23 2025-12-31 13F BLOCK H & R COM 093671105 197,473 27,720 16.33 8,606 0.24 0.3404
2025-10-21 2025-09-30 13F BLOCK H & R COM 093671105 169,753 25,706 17.85 8,584 8.58 0.4689
2025-07-23 2025-06-30 13F BLOCK H & R COM 093671105 144,047 11,523 8.70 7,907 8.66 0.4596
2025-05-02 2025-03-31 13F BLOCK H & R COM 093671105 132,524 11,716 9.70 7,277 13.99 0.4549
2025-01-27 2024-12-31 13F BLOCK H & R COM 093671105 120,808 13,090 12.15 6,383 -6.75 0.4156
2024-10-23 2024-09-30 13F BLOCK H & R COM 093671105 107,718 6,769 6.71 6,845 25.05 0.4471
2024-08-02 2024-06-30 13F BLOCK H & R COM 093671105 100,949 3,852 3.97 5,474 14.81 0.3945
2024-05-07 2024-03-31 13F BLOCK H & R COM 093671105 97,097 2,926 3.11 4,768 4.68 0.3637
2024-01-17 2023-12-31 13F BLOCK H & R COM 093671105 94,171 -796 -0.84 4,555 11.40 0.3813
2023-10-24 2023-09-30 13F BLOCK H & R COM 093671105 94,967 3,441 3.76 4,089 40.23 0.3833
2023-07-14 2023-06-30 13F BLOCK H & R COM 093671105 91,526 15,555 20.47 2,917 8.93 0.3592
2023-04-26 2023-03-31 13F BLOCK H & R COM 093671105 75,971 16,007 26.69 2,678 22.29 0.3663
2023-02-14 2022-12-31 13F BLOCK H & R COM 093671105 59,964 8,357 16.19 2,189 -0.27 0.3394
2022-11-08 2022-09-30 13F BLOCK H & R COM 093671105 51,607 4,467 9.48 2,195 31.83 0.4049
2022-08-11 2022-06-30 13F BLOCK H & R COM 093671105 47,140 5,280 12.61 1,665 52.75 0.3041
2022-05-09 2022-03-31 13F BLOCK H & R COM 093671105 41,860 7,686 22.49 1,090 35.40 0.1876
2022-02-02 2021-12-31 13F BLOCK H & R COM 093671105 34,174 16,352 91.75 805 80.49 0.1442
2021-11-02 2021-09-30 13F BLOCK H & R COM 093671105 17,822 17,822 446 0.0875
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.