H&R Block, Inc.
DE ˙ DB ˙ US0936711052
32,34 € ↓ -0,52 (-1,58%)
2026-06-04
PREZZO DELLE AZIONI
SecurityDE:HRB / H&R Block, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership1,451,084 shares
Latest Disclosed Value $ 46,057,406
Invesco Ltd. reports 136.48% increase in ownership of HRB / H&R Block, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 1,451,084 shares of H&R Block, Inc. (DE:HRB) valued at $39,469,485 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 613,621 shares of H&R Block, Inc.. This represents a change in shares of 136.48% during the quarter. The current value of the position is $46,928,057 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)
2026-05-12 2026-03-31 13F BLOCK H & R COM 093671105 1,451,084 837,463 136.48 46,057 72.23 0.0071
2026-02-19 2025-12-31 13F BLOCK H & R COM 093671105 613,621 168,287 37.79 26,742 18.74 0.0041
2025-11-13 2025-09-30 13F BLOCK H & R COM 093671105 445,334 61,601 16.05 22,521 6.92 0.0035
2025-08-13 2025-06-30 13F BLOCK H & R COM 093671105 383,733 -35,270 -8.42 21,063 -8.45 0.0036
2025-05-12 2025-03-31 13F BLOCK H & R COM 093671105 419,003 -1,155,549 -73.39 23,007 -72.35 0.0044
2025-02-13 2024-12-31 13F BLOCK H & R COM 093671105 1,574,552 330,279 26.54 83,199 5.22 0.0154
2024-11-12 2024-09-30 13F BLOCK H & R COM 093671105 1,244,273 34,608 2.86 79,074 20.54 0.0153
2024-08-13 2024-06-30 13F BLOCK H & R COM 093671105 1,209,665 117,339 10.74 65,600 22.29 0.0139
2024-05-14 2024-03-31 13F BLOCK H & R COM 093671105 1,092,326 534,316 95.75 53,644 98.76 0.0115
2024-02-13 2023-12-31 13F BLOCK H & R COM 093671105 558,010 64,057 12.97 26,991 26.90 0.0064
2023-11-13 2023-09-30 13F BLOCK H & R COM 093671105 493,953 -391,776 -44.23 21,270 -24.65 0.0057
2023-08-11 2023-06-30 13F BLOCK H & R COM 093671105 885,729 -78,390 -8.13 28,228 -16.94 0.0074
2023-05-12 2023-03-31 13F BLOCK H & R COM 093671105 964,119 -390,882 -28.85 33,985 -31.30 0.0095
2023-02-13 2022-12-31 13F BLOCK H & R COM 093671105 1,355,001 127,579 10.39 49,471 -5.25 0.0145
2022-11-14 2022-09-30 13F BLOCK H & R COM 093671105 1,227,422 149,288 13.85 52,214 37.12 0.0168
2022-08-15 2022-06-30 13F BLOCK H & R COM 093671105 1,078,134 317,223 41.69 38,080 92.19 0.0115
2022-05-16 2022-03-31 13F BLOCK H & R COM 093671105 760,911 -180,446 -19.17 19,814 -10.66 0.0051
2022-02-14 2021-12-31 13F BLOCK H & R COM 093671105 941,357 -80,898 -7.91 22,178 -13.22 0.0053
2021-11-15 2021-09-30 13F BLOCK H & R COM 093671105 1,022,255 -120,748 -10.56 25,556 -4.77 0.0065
2021-08-17 2021-06-30 13F BLOCK H & R COM 093671105 1,143,003 291,942 34.30 26,837 44.65 0.0066
2021-05-17 2021-03-31 13F BLOCK H & R COM 093671105 851,061 196,037 29.93 18,553 78.60 0.0050
2021-02-16 2020-12-31 13F BLOCK H & R COM 093671105 655,024 35,677 5.76 10,388 2.96 0.0030
2020-11-16 2020-09-30 13F BLOCK H & R COM 093671105 619,347 -4,943,936 -88.87 10,089 -87.30 0.0034
2020-08-14 2020-06-30 13F BLOCK H & R COM 093671105 5,563,283 61,903 1.13 79,443 2.56 0.0284
2020-05-15 2020-03-31 13F BLOCK H & R COM 093671105 5,501,380 2,990,527 119.10 77,459 31.39 0.0326
2020-02-14 2019-12-31 13F BLOCK H & R COM 093671105 2,510,853 64,662 2.64 58,954 2.04 0.0183
2019-11-14 2019-09-30 13F BLOCK H & R COM 093671105 2,446,191 -151,241 -5.82 57,778 -24.08 0.0151
2019-08-14 2019-06-30 13F/A-1 BLOCK H & R COM 093671105 2,597,432 23,660 0.92 76,104 23.52 0.0196
2019-08-14 2019-06-30 13F BLOCK H & R COM 093671105 2,597,432 -2,571,137 76,104
2019-05-15 2019-03-31 13F BLOCK H & R COM 093671105 2,573,772 490,515 23.55 61,615 16.58 0.0208
2019-02-14 2018-12-31 13F BLOCK H & R COM 093671105 2,083,257 -326,266 -13.54 52,852 -14.82 0.0202
2018-11-14 2018-09-30 13F BLOCK H & R COM 093671105 2,409,523 245,159 11.33 62,046 25.84 0.0195
2018-08-14 2018-06-30 13F BLOCK H & R COM 093671105 2,164,364 570,529 35.80 49,305 21.75 0.0163
2018-05-15 2018-03-31 13F BLOCK H & R COM 093671105 1,593,835 -305,333 -16.08 40,498 -18.67 0.0151
2018-02-14 2017-12-31 13F BLOCK H & R COM 093671105 1,899,168 -289,105 -13.21 49,796 -14.06 0.0180
2017-11-14 2017-09-30 13F BLOCK H & R COM 093671105 2,188,273 335,412 18.10 57,946 1.18 0.0214
2017-08-14 2017-06-30 13F BLOCK H & R COM 093671105 1,852,861 920,233 98.67 57,272 164.13 0.0178
2017-05-15 2017-03-31 13F BLOCK H & R COM 093671105 932,628 91,232 10.84 21,683 12.09 0.0071
2017-02-14 2016-12-31 13F BLOCK H & R COM 093671105 841,396 53,280 6.76 19,344 6.03 0.0065
2016-11-14 2016-09-30 13F BLOCK H & R COM 093671105 788,116 76,933 10.82 18,244 11.54 0.0063
2016-08-15 2016-06-30 13F BLOCK H & R COM 093671105 711,183 -310,995 -30.42 16,357 -39.43 0.0060
2016-05-16 2016-03-31 13F BLOCK H & R COM 093671105 1,022,178 325,418 46.70 27,006 16.36 0.0110
2016-02-16 2015-12-31 13F BLOCK H & R COM 093671105 696,760 127,164 22.33 23,210 12.57 0.0093
2015-11-16 2015-09-30 13F BLOCK H & R COM 093671105 569,596 12,956 2.33 20,618 24.91 0.0087
2015-08-14 2015-06-30 13F BLOCK H & R COMMON 093671105 556,640 26,500 5.00 16,506 -2.92 0.0065
2015-05-15 2015-03-31 13F BLOCK H & R COMMON 093671105 530,140 57,977 12.28 17,002 6.92 0.0066
2015-02-13 2014-12-31 13F BLOCK H & R COMMON 093671105 472,163 71,810 17.94 15,901 28.07 0.0061
2014-11-14 2014-09-30 13F BLOCK H & R COMMON 093671105 400,353 -59,952 -13.02 12,416 -19.53 0.0050
2014-08-14 2014-06-30 13F BLOCK H & R COMMON 093671105 460,305 42,968 10.30 15,429 22.46 0.0061
2014-05-15 2014-03-31 13F BLOCK H & R COMMON 093671105 417,337 -1,616,255 -79.48 12,599 -78.67 0.0051
2014-02-13 2013-12-31 13F BLOCK H & R COMMON 093671105 2,033,592 -574,839 -22.04 59,054 -15.08 0.0235
2013-11-13 2013-09-30 13F BLOCK H & R COMMON 093671105 2,608,431 8,510 0.33 69,542 -3.61 0.0302
2013-08-14 2013-06-30 13F BLOCK H & R COMMON 093671105 2,599,921 2,599,921 72,148 0.0336
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.