H&R Block, Inc.
MX ˙ BMV ˙ US0936711052
SecurityMX:HRB / H&R Block, Inc.
InstitutionM&t Bank Corp
Latest Disclosed Ownership42,268 shares
Latest Disclosed Value $ 1,341,588
M&t Bank Corp reports 15.29% increase in ownership of HRB / H&R Block, Inc.

On May 12, 2026 - M&t Bank Corp filed a 13F-HR form disclosing ownership of 42,268 shares of H&R Block, Inc. (MX:HRB) valued at $1,341,588 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 30, 2026 disclosing 36,663 shares of H&R Block, Inc.. This represents a change in shares of 15.29% 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)
2026-05-12 2026-03-31 13F BLOCK H & R COM 093671105 42,268 5,605 15.29 1,342 -16.03 0.0011
2026-01-30 2025-12-31 13F/A-1 BLOCK H & R COM 093671105 36,663 2,058 5.95 1,597 -8.74 0.0051
2026-01-28 2025-12-31 13F BLOCK H & R COM 093671105 254,055 219,450 127,701 0.0761
2025-11-14 2025-09-30 13F BLOCK H & R COM 093671105 34,605 -1,754 -4.82 1,750 -12.28 0.0059
2025-08-13 2025-06-30 13F BLOCK H & R COM 093671105 36,359 -2,661 -6.82 1,996 -6.86 0.0069
2025-04-30 2025-03-31 13F BLOCK H & R COM 093671105 39,020 -883 -2.21 2,142 1.61 0.0078
2025-02-06 2024-12-31 13F BLOCK H & R COM 093671105 39,903 1,611 4.21 2,109 -13.36 0.0071
2024-11-19 2024-09-30 13F/A-1 BLOCK H & R COM 093671105 38,292 266 0.70 2,433 17.99 0.0080
2024-11-15 2024-09-30 13F CENCORA COM 093671105 59,367 21,341 9,754 0.0059
2024-07-31 2024-06-30 13F BLOCK H & R COM 093671105 38,026 -764 -1.97 2,063 8.30 0.0070
2024-05-07 2024-03-31 13F BLOCK H & R COM 093671105 38,790 -103 -0.26 1,905 1.28 0.0066
2024-02-06 2023-12-31 13F BLOCK H & R COM 093671105 38,893 -54 -0.14 1,881 12.10 0.0069
2023-11-02 2023-09-30 13F BLOCK H & R COM 093671105 38,947 380 0.99 1,677 36.45 0.0067
2023-08-09 2023-06-30 13F BLOCK H & R COM 093671105 38,567 -272 -0.70 1,230 -10.23 0.0046
2023-05-11 2023-03-31 13F BLOCK H & R COM 093671105 38,839 1,533 4.11 1,369 0.51 0.0053
2023-02-13 2022-12-31 13F/A-1 BLOCK H & R COM 093671105 37,306 3,897 11.66 1,362 -4.15 0.0055
2023-02-13 2022-12-31 13F BLACKSTONE COM 093671105 9,001 -24,408 328 0.0013
2022-11-17 2022-09-30 13F/A-1 BLOCK H & R COM 093671105 33,409 -1,072 -3.11 1,421 20.73 0.0063
2022-11-14 2022-09-30 13F BLOCK H & R COM 093671105 33,409 -1,072 1,421 0.0012
2022-08-05 2022-06-30 13F BLOCK H & R COM 093671105 34,481 161 0.47 1,177 31.66 0.0055
2022-05-09 2022-03-31 13F BLOCK H & R COM 093671105 34,320 -1,292 -3.63 894 6.56 0.0039
2022-02-07 2021-12-31 13F BLOCK H & R COM 093671105 35,612 43 0.12 839 -5.73 0.0035
2021-10-28 2021-09-30 13F BLOCK H & R COM 093671105 35,569 60 0.17 890 6.71 0.0040
2021-08-13 2021-06-30 13F BLOCK H & R COM 093671105 35,509 -3 -0.01 834 7.47 0.0037
2021-05-06 2021-03-31 13F BLOCK H & R COM 093671105 35,512 -92 -0.26 776 37.35 0.0033
2021-02-12 2020-12-31 13F BLOCK H & R COM 093671105 35,604 -259 -0.72 565 -3.25 0.0025
2020-11-06 2020-09-30 13F BLOCK H & R COM 093671105 35,863 -123 -0.34 584 13.62 0.0029
2020-07-29 2020-06-30 13F BLOCK H & R COM 093671105 35,986 -1,370 -3.67 514 -2.28 0.0028
2020-05-14 2020-03-31 13F BLOCK H & R COM 093671105 37,356 2,638 7.60 526 -35.46 0.0031
2020-02-07 2019-12-31 13F BLOCK H & R COM 093671105 34,718 -1,937 -5.28 815 -5.78 0.0038
2019-11-12 2019-09-30 13F BLOCK H & R COM 093671105 36,655 -157 -0.43 865 -19.83 0.0043
2019-08-12 2019-06-30 13F BLOCK H & R COM 093671105 36,812 2,422 7.04 1,079 31.27 0.0056
2019-05-15 2019-03-31 13F BLOCK H & R COM 093671105 34,390 -103 -0.30 822 -6.16 0.0043
2019-02-01 2018-12-31 13F BLOCK H & R COM 093671105 34,493 34 0.10 876 -1.24 0.0050
2018-11-09 2018-09-30 13F BLOCK H & R COM 093671105 34,459 456 1.34 887 14.60 0.0044
2018-08-10 2018-06-30 13F BLOCK H & R COM 093671105 34,003 -82 -0.24 774 -10.73 0.0042
2018-05-04 2018-03-31 13F BLOCK H & R COM 093671105 34,085 -2,153 -5.94 867 -8.83 0.0047
2018-02-06 2017-12-31 13F BLOCK H & R COM 093671105 36,238 -2,309 -5.99 951 -6.86 0.0050
2017-11-13 2017-09-30 13F BLOCK H & R COM 093671105 38,547 -3,931 -9.25 1,021 -22.24 0.0055
2017-08-11 2017-06-30 13F BLOCK H & R COM 093671105 42,478 -17,156 -28.77 1,313 -5.34 0.0078
2017-05-10 2017-03-31 13F BLOCK H & R COM 093671105 59,634 -1,745 -2.84 1,387 -1.77 0.0084
2017-02-14 2016-12-31 13F BLOCK H & R COM 093671105 61,379 -609 -0.98 1,412 -1.60 0.0088
2016-11-04 2016-09-30 13F BLOCK H & R COM 093671105 61,988 13,350 27.45 1,435 28.13 0.0091
2016-08-04 2016-06-30 13F BLOCK H & R COM 093671105 48,638 -2,612 -5.10 1,120 -17.22 0.0075
2016-05-11 2016-03-31 13F BLOCK H & R COM 093671105 51,250 -3,248 -5.96 1,353 -25.45 0.0092
2016-02-12 2015-12-31 13F BLOCK H & R COM 093671105 54,498 -10,435 -16.07 1,815 -22.83 0.0120
2015-11-13 2015-09-30 13F BLOCK H & R COM 093671105 64,933 -51,511 -44.24 2,352 -31.87 0.0160
2015-08-14 2015-06-30 13F BLOCK H & R COM 093671105 116,444 56,013 92.69 3,452 78.12 0.0208
2015-05-14 2015-03-31 13F BLOCK H & R COM 093671105 60,431 11,790 24.24 1,938 18.24 0.0121
2015-02-12 2014-12-31 13F BLOCK H & R COM 093671105 48,641 -38 -0.08 1,639 8.47 0.0103
2014-11-14 2014-09-30 13F BLOCK H & R COM 093671105 48,679 46,061 1,759.40 1,511 1,636.78 0.0106
2014-08-13 2014-06-30 13F H & R BLOCK COMMON COMMON 093671105 2,618 -64 -2.39 87 7.41 0.0036
2014-05-14 2014-03-31 13F H & R BLOCK COMMON COMMON STOCK 093671105 2,682 -1,632 -37.83 81 -35.71 0.0034
2014-02-12 2013-12-31 13F H & R BLOCK COMMON COMMON STOCK 093671105 4,314 -502 -10.42 126 -2.33 0.0053
2013-11-13 2013-09-30 13F H & R BLOCK COMMON COMMON STOCK 093671105 4,816 -1,276 -20.95 129 -23.67 0.0062
2013-07-30 2013-06-30 13F H & R BLOCK COMMON COMMON STOCK 093671105 6,092 6,092 169 0.0082
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.