Vanguard Group Inc ownership in HRB / H&R Block, Inc.

H&R Block, Inc.

MX ˙ BMV ˙ US0936711052

Security	MX:HRB / H&R Block, Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	14,641,461 shares
Ownership	10.17%

2024-02-13 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 14,641,461 shares of H&R Block, Inc. (MX:HRB). This represents 10.17 percent ownership of the company. In their previous filing dated 2023-02-09 , Vanguard Group Inc had reported owning 16,900,959 shares, indicating a decrease of -13.37 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-13	2024-02-13	13G/A	16,900,959	14,641,461	-13.37	10.17	-6.44
2023-02-09	2023-02-09	13G/A	24,452,418	16,900,959	-30.88	10.87	-21.91
2022-02-10	2022-02-10	13G/A	25,648,933	24,452,418	-4.66	13.92	-0.43
2021-02-10	2021-02-10	13G/A	26,026,543	25,648,933	-1.45	13.98	4.88
2020-02-11	2020-02-11	13G/A	26,239,106	26,026,543	-0.81	13.33	4.47
2019-02-11	2019-02-11	13G/A	26,852,192	26,239,106	-2.28	12.76	-0.62
2018-02-08	2018-02-08	13G/A	20,465,482	26,852,192	31.21	12.84	29.96
2017-02-10	2017-02-10	13G/A	22,473,518	20,757,283	-7.64	10.02	5.25
2016-02-11	2016-02-11	13G/A		22,473,518		9.52
2015-02-11	2015-02-11	13G/A		22,845,468		8.30
2014-02-11	2014-02-11	13G/A		19,747,854		7.20
2013-02-12	2013-02-12	13G/A		17,319,694		6.38
2012-02-08	2012-02-08	13G/A		15,614,198		5.33

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	BLOCK H & R	COM	093671105	13,313,823	-345,952	-2.53	580,216	-16.00	0.0084
2025-11-07	2025-09-30	13F	BLOCK H & R	COM	093671105	13,659,775	-182,798	-1.32	690,775	-9.09	0.0103
2025-08-11	2025-06-30	13F	BLOCK H & R	COM	093671105	13,842,573	-326,413	-2.30	759,819	-2.34	0.0123
2025-05-09	2025-03-31	13F	BLOCK H & R	COM	093671105	14,168,986	-84,290	-0.59	778,019	3.30	0.0141
2025-02-11	2024-12-31	13F	BLOCK H & R	COM	093671105	14,253,276	35,945	0.25	753,143	-16.64	0.0131
2024-11-13	2024-09-30	13F	BLOCK H & R	COM	093671105	14,217,331	-485,498	-3.30	903,511	13.32	0.0162
2024-08-13	2024-06-30	13F	BLOCK H & R	COM	093671105	14,702,829	461,113	3.24	797,334	14.00	0.0153
2024-05-10	2024-03-31	13F	BLOCK H & R	COM	093671105	14,241,716	-399,745	-2.73	699,411	-1.24	0.0139
2024-03-11	2023-12-31	13F/A-1	BLOCK H & R	COM	093671105	14,641,461	-391,939	-2.61	708,207	9.40	0.0155
2024-02-14	2023-12-31	13F	BLOCK H & R	COM	093671105	14,641,461	-391,939		708,207		0.0134
2023-12-18	2023-09-30	13F/A-1	BLOCK H & R	COM	093671105	15,033,400	-376,641	-2.44	647,338	31.81	0.0159
2023-11-14	2023-09-30	13F	BLOCK H & R	COM	093671105	15,033,400	-376,641		647,338		0.0029
2023-08-14	2023-06-30	13F	BLOCK H & R	COM	093671105	15,410,041	-744,612	-4.61	491,118	-13.76	0.0116
2023-07-14	2023-03-31	13F/A-1	BLOCK H & R	COM	093671105	16,154,653	-746,306	-4.42	569,452	-7.71	0.0145
2023-05-15	2023-03-31	13F	BLOCK H & R	COM	093671105	16,154,653	-746,306		569,452		0.0030
2023-02-10	2022-12-31	13F	BLOCK H & R	COM	093671105	16,900,959	-1,864,464	-9.94	617,054	-22.70	0.0168
2022-11-14	2022-09-30	13F	BLOCK H & R	COM	093671105	18,765,423	-842,997	-4.30	798,280	15.26	0.0235
2022-08-12	2022-06-30	13F	BLOCK H & R	COM	093671105	19,608,420	-848,439	-4.15	692,569	30.01	0.0195
2022-05-13	2022-03-31	13F	BLOCK H & R	COM	093671105	20,456,859	-3,995,559	-16.34	532,696	-7.53	0.0126
2022-02-14	2021-12-31	13F	BLOCK H & R	COM	093671105	24,452,418	-588,601	-2.35	576,098	-7.98	0.0131
2021-11-12	2021-09-30	13F	BLOCK H & R	COM	093671105	25,041,019	-1,064,129	-4.08	626,025	2.13	0.0155
2021-08-13	2021-06-30	13F	BLOCK H & R	COM	093671105	26,105,148	149,257	0.58	612,948	8.33	0.0153
2021-05-14	2021-03-31	13F	BLOCK H & R	COM	093671105	25,955,891	306,958	1.20	565,838	39.10	0.0153
2021-02-12	2020-12-31	13F	BLOCK H & R	COM	093671105	25,648,933	1,951,199	8.23	406,791	5.38	0.0118
2020-11-16	2020-09-30	13F	BLOCK H & R	COM	093671105	23,697,734	-3,871,221	-14.04	386,036	-1.94	0.0128
2020-08-14	2020-06-30	13F	BLOCK H & R	COM	093671105	27,568,955	-476,194	-1.70	393,684	-0.30	0.0140
2020-05-15	2020-03-31	13F	BLOCK H & R	COM	093671105	28,045,149	2,018,606	7.76	394,877	-35.38	0.0168
2020-02-14	2019-12-31	13F	BLOCK H & R	COM	093671105	26,026,543	452,218	1.77	611,103	1.17	0.0208
2019-11-14	2019-09-30	13F	BLOCK H & R	COM	093671105	25,574,325	-722,397	-2.75	604,065	-21.60	0.0224
2019-08-14	2019-06-30	13F	BLOCK H & R	COM	093671105	26,296,722	-152,083	-0.58	770,494	21.69	0.0290
2019-05-15	2019-03-31	13F	BLOCK H & R	COM	093671105	26,448,805	209,699	0.80	633,184	-4.88	0.0248
2019-02-14	2018-12-31	13F	BLOCK H & R	COM	093671105	26,239,106	937,588	3.71	665,686	2.18	0.0299
2018-12-13	2018-09-30	13F/A-2	BLOCK H & R	COM	093671105	25,301,518	9,042	0.04	651,513	13.08	0.0255
2018-11-23	2018-09-30	13F/A-1	BLOCK H & R	COM	093671105	25,301,518	0		651,513		0.0255
2018-11-14	2018-09-30	13F	BLOCK H & R	COM	093671105	25,301,518	9,042		651,513
2018-08-14	2018-06-30	13F	BLOCK H & R	COM	093671105	25,292,476	-1,266,791	-4.77	576,161	-14.63	0.0241
2018-05-15	2018-03-31	13F	BLOCK H & R	COM	093671105	26,559,267	-292,925	-1.09	674,871	-4.15	0.0295
2018-02-14	2017-12-31	13F	BLOCK H & R	COM	093671105	26,852,192	1,457,870	5.74	704,065	4.70	0.0308
2017-11-14	2017-09-30	13F	BLOCK H & R	COM	093671105	25,394,322	4,050,130	18.98	672,442	1.92	0.0314
2017-08-24	2017-06-30	13F/A-1	BLOCK H & R	COM	093671105	21,344,192	530,380	2.55	659,749	36.33	0.0325
2017-08-11	2017-06-30	13F	BLOCK H & R	COM	093671105	21,344,192	530,380		659,749
2017-05-12	2017-03-31	13F	BLOCK H & R	COM	093671105	20,813,812	348,330	1.70	483,921	2.85	0.0249
2017-02-14	2016-12-31	13F	BLOCK H & R	COM	093671105	20,465,482	34,340	0.17	470,502	-0.52	0.0262
2016-11-14	2016-09-30	13F	BLOCK H & R	COM	093671105	20,431,142	-62,263	-0.30	472,980	0.35	0.0278
2016-08-10	2016-06-30	13F	BLOCK H & R	COM	093671105	20,493,405	-974,897	-4.54	471,348	-16.90	0.0293
2016-05-13	2016-03-31	13F	BLOCK H & R	COM	093671105	21,468,302	-1,005,216	-4.47	567,193	-24.23	0.0367
2016-02-08	2015-12-31	13F	BLOCK H & R	COM	093671105	22,473,518	-498,122	-2.17	748,593	-9.98	0.0503
2015-11-12	2015-09-30	13F/A-1	BLOCK H & R	COM	093671105	22,971,640	-798,710	-3.36	831,574	17.99	0.0353
2015-11-12	2015-09-30	13F	BLOCK H & R	COM	093671105	34,355,341			1,263,664
2015-08-13	2015-06-30	13F	BLOCK H & R	COM	093671105	23,770,350	-301,053	-1.25	704,791	-8.70	0.0476
2015-05-15	2015-03-31	13F/A-1	BLOCK H & R	COM	093671105	24,071,403	1,225,935	5.37	771,970	0.33	0.0524
2015-05-14	2015-03-31	13F	BLOCK H & R	COM	093671105	24,071,403			771,970
2015-02-12	2014-12-31	13F	BLOCK H & R	COM	093671105	22,845,468	1,007,688	4.61	769,435	13.62	0.0554
2014-11-12	2014-09-30	13F	BLOCK H & R	COM	093671105	21,837,780	2,199,864	11.20	677,189	2.87	0.0528
2014-08-11	2014-06-30	13F	BLOCK H & R	COM	093671105	19,637,916	703,553	3.72	658,264	15.16	0.0519
2014-05-13	2014-03-31	13F	BLOCK H & R	COM	093671105	18,934,363	-813,491	-4.12	571,628	-0.32	0.0481
2014-02-12	2013-12-31	13F	BLOCK H & R	COM	093671105	19,747,854	746,054	3.93	573,478	13.20	0.0504
2013-11-07	2013-09-30	13F	BLOCK H & R	COM	093671105	19,001,800	1,514,314	8.66	506,588	4.39	0.0495
2013-08-13	2013-06-30	13F	BLOCK H & R	COM	093671105	17,487,486	17,487,486		485,278		0.0510

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.