H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionComerica Bank
Latest Disclosed Ownership51,468 shares
Latest Disclosed Value $ 2,242,977
Comerica Bank reports 5.97% decrease in ownership of HRB / H&R Block, Inc.

On January 29, 2026 - Comerica Bank filed a 13F-HR form disclosing ownership of 51,468 shares of H&R Block, Inc. (MX:HRB) valued at $2,242,977 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 54,735 shares of H&R Block, Inc.. This represents a change in shares of -5.97% 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)
2026-01-29 2025-12-31 13F BLOCK H & R COM 093671105 51,468 -3,267 -5.97 2,243 -18.97 0.0089
2025-11-14 2025-09-30 13F BLOCK H & R COM 093671105 54,735 -52,247 -48.84 2,768 -52.88 0.0104
2025-08-14 2025-06-30 13F BLOCK H & R COM 093671105 106,982 2,934 2.82 5,872 2.78 0.0228
2025-05-14 2025-03-31 13F BLOCK H & R COM 093671105 104,048 -6,555 -5.93 5,713 -2.24 0.0240
2025-02-14 2024-12-31 13F/A-1 BLOCK H & R COM 093671105 110,603 1,863 1.71 5,844 -15.43 0.0236
2025-02-14 2024-12-31 13F BLOCK H & R COM 093671105 110,603 1,863 5,844 0.0196
2024-11-14 2024-09-30 13F BLOCK H & R COM 093671105 108,740 41,998 62.93 6,910 90.94 0.0273
2024-08-15 2024-06-30 13F BLOCK H & R COMMON 093671105 66,742 -5,684 -7.85 3,619 1.77 0.0151
2024-05-16 2024-03-31 13F BLOCK H & R COMMON 093671105 72,426 8,749 13.74 3,557 15.45 0.0153
2024-02-14 2023-12-31 13F BLOCK H & R COMMON 093671105 63,677 -2,813 -4.23 3,080 7.58 0.0142
2023-11-21 2023-09-30 13F BLOCK H & R COMMON 093671105 66,490 59,394 837.01 2,863 0.0149
2023-08-22 2023-06-30 13F BLOCK H & R EQU 093671105 7,096 -106,020 -93.73 0 -100.00 0.0010
2023-01-26 2022-12-31 13F BLOCK H R COM 093671105 113,116 -3,757 -3.21 4 -99.92 0.0336
2022-10-28 2022-09-30 13F BLOCK H & R COM 093671105 116,873 -2,805 -2.34 4,856 6.61 0.0409
2022-08-02 2022-06-30 13F BLOCK H & R COM 093671105 119,678 36,455 43.80 4,555 95.07 0.0374
2022-04-27 2022-03-31 13F BLOCK H & R COM 093671105 83,223 -4,016 -4.60 2,335 22.38 0.0169
2022-02-18 2021-12-31 13F BLOCK H & R COM 093671105 87,239 123 0.14 1,908 -10.97 0.0140
2021-11-22 2021-09-30 13F BLOCK H & R COM 093671105 87,116 -18,651 -17.63 2,143 -19.98 0.0129
2021-08-26 2021-06-30 13F BLOCK H & R COM 093671105 105,767 -3,413 -3.13 2,678 10.52 0.0160
2021-04-28 2021-03-31 13F BLOCK H & R COM 093671105 109,180 -5,939 -5.16 2,423 26.20 0.0144
2021-01-28 2020-12-31 13F BLOCK H & R COM 093671105 115,119 -8,057 -6.54 1,920 -15.27 0.0122
2020-10-30 2020-09-30 13F BLOCK H & R COM 093671105 123,176 77,709 170.91 2,266 247.01 0.0164
2020-07-31 2020-06-30 13F BLOCK H & R COM 093671105 45,467 2,371 5.50 653 3.00 0.0050
2020-05-01 2020-03-31 13F BLOCK H & R COM 093671105 43,096 -464 -1.07 634 -37.96 0.0058
2020-02-07 2019-12-31 13F BLOCK H & R COM 093671105 43,560 -1,964 -4.31 1,022 -9.72 0.0077
2019-10-31 2019-09-30 13F BLOCK H & R COM 093671105 45,524 -218 -0.48 1,132 -12.18 0.0089
2019-08-02 2019-06-30 13F BLOCK H & R COM 093671105 45,742 634 1.41 1,289 13.97 0.0103
2019-05-02 2019-03-31 13F BLOCK H & R COM 093671105 45,108 -258 -0.57 1,131 -2.84 0.0092
2019-02-06 2018-12-31 13F BLOCK H & R COM 093671105 45,366 -869 -1.88 1,164 -4.51 0.0099
2018-11-01 2018-09-30 13F BLOCK H & R COM 093671105 46,235 -10,834 -18.98 1,219 -10.89 0.0098
2018-08-01 2018-06-30 13F BLOCK H & R COM 093671105 57,069 -11,542 -16.82 1,368 -24.29 0.0096
2018-05-01 2018-03-31 13F BLOCK H & R COM 093671105 68,611 -865 -1.25 1,807 -4.24 0.0129
2018-02-02 2017-12-31 13F BLOCK H & R COM 093671105 69,476 1,961 2.90 1,887 10.48 0.0126
2017-11-06 2017-09-30 13F BLOCK H & R COM 093671105 67,515 2,013 3.07 1,708 -12.46 0.0124
2017-08-03 2017-06-30 13F BLOCK H & R COM 093671105 65,502 -704 -1.06 1,951 21.41 0.0146
2017-05-03 2017-03-31 13F BLOCK H & R COM 093671105 66,206 -636 -0.95 1,607 1.07 0.0122
2017-02-08 2016-12-31 13F BLOCK H & R COM 093671105 66,842 -151,968 -69.45 1,590 -69.43 0.0126
2016-08-11 2016-06-30 13F BLOCK H & R COM 093671105 218,810 143,831 191.83 5,201 190.56 0.0449
2016-05-11 2016-03-31 13F BLOCK H & R COM 093671105 74,979 2,675 3.70 1,790 -23.31 0.0160
2016-02-05 2015-12-31 13F BLOCK H & R COM 093671105 72,304 -10,772 -12.97 2,334 -22.38 0.0229
2015-11-12 2015-09-30 13F BLOCK H & R COM 093671105 83,076 -86,536 -51.02 3,007 -40.19 0.0285
2015-08-13 2015-06-30 13F BLOCK H & R COM 093671105 169,612 82,360 94.39 5,028 79.70 0.0216
2015-05-15 2015-03-31 13F BLOCK H & R COM 093671105 87,252 -87,196 -49.98 2,798 -52.37 0.0237
2015-02-13 2014-12-31 13F BLOCK H & R COM 093671105 174,448 86,203 97.69 5,874 114.69 0.0254
2014-10-21 2014-09-30 13F BLOCK H & R COM 093671105 88,245 -4,510 -4.86 2,736 -12.00 0.0242
2014-08-12 2014-06-30 13F BLOCK H & R COM 093671105 92,755 -16,893 -15.41 3,109 -6.07 0.0264
2014-05-15 2014-03-31 13F BLOCK H & R COM 093671105 109,648 -2,574 -2.29 3,310 1.60 0.0254
2014-02-11 2013-12-31 13F BLOCK H & R COM 093671105 112,222 -7,846 -6.53 3,258 1.78 0.0253
2013-11-12 2013-09-30 13F BLOCK H & R COM 093671105 120,068 -30,055 -20.02 3,201 -23.16 0.0223
2013-08-13 2013-06-30 13F/A-1 BLOCK H & R COM 093671105 150,123 150,123 4,166 0.0340
2013-08-08 2013-06-30 13F BLOCK H & R COM 093671105 935,979 25,973
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.