H&R Block Inc
HRB- 交易所
- NYSE
- 產業
- Services-Personal Services
- SEC CIK
- 0000012659
近 90 天，H&R Block Inc 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 543 家機構在 13F 申報持有，市值合計 $48.8 億；沒有大師持有。
2026 年第 2 季 13F 持有人
H&R Block Inc 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 543
- 較 2026 年第 1 季 +60 家
- 持有股數
- 1.28 億
- 較 2026 年第 1 季 +673.1 萬 (+5.5%)
- 總市值
- $48.8 億
- 較 2026 年第 1 季 +$10.2 億 (+26.6%)
- 新進機構
- 127
- 另有 196 家加碼
- 清倉機構
- 67
- 另有 142 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HRB 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 543 | $48.8 億 |
| 2026 年第 1 季 | 489 | $38.6 億 |
| 2025 年第 4 季 | 507 | $53.2 億 |
| 2025 年第 3 季 | 543 | $59.6 億 |
| 2025 年第 2 季 | 562 | $68.7 億 |
| 2025 年第 1 季 | 563 | $70.2 億 |
| 2024 年第 4 季 | 551 | $67.3 億 |
| 2024 年第 3 季 | 543 | $79.6 億 |
| 2024 年第 2 季 | 497 | $68.9 億 |
| 2024 年第 1 季 | 479 | $64.3 億 |
| 2023 年第 4 季 | 468 | $61.9 億 |
| 2023 年第 3 季 | 412 | $57.2 億 |
| 2023 年第 2 季 | 398 | $43.2 億 |
| 2023 年第 1 季 | 424 | $58.8 億 |
| 2022 年第 4 季 | 454 | $52.4 億 |
| 2022 年第 3 季 | 460 | $58.7 億 |
| 2022 年第 2 季 | 436 | $49.3 億 |
| 2022 年第 1 季 | 387 | $37.0 億 |
| 2021 年第 4 季 | 390 | $34.0 億 |
| 2021 年第 3 季 | 397 | $37.4 億 |
| 2021 年第 2 季 | 393 | $35.9 億 |
| 2021 年第 1 季 | 377 | $33.7 億 |
2026 年第 2 季持有機構
每家機構持有 H&R Block Inc 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,326,241 | $6.22 億 | 0.01% | +787,417+5.1% | 加碼 |
| FMR LLC | 15,744,303 | $6.00 億 | 0.03% | +456,900+3.0% | 加碼 |
| AQR Capital Management LLC | 9,616,406 | $3.66 億 | 0.13% | +6,433,681+202.1% | 加碼 |
| Vanguard Portfolio Management LLC | 6,210,650 | $2.37 億 | 0.01% | −1,061,675−14.6% | 減碼 |
| Vanguard Capital Management LLC | 5,713,146 | $2.18 億 | 0.00% | +58,111+1.0% | 加碼 |
| State Street Corp | 4,157,916 | $1.60 億 | 0.00% | +163,123+4.1% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,975,923 | $1.51 億 | 0.41% | −304,370−7.1% | 減碼 |
| Lazard Asset Management LLC | 3,244,474 | $1.24 億 | 0.19% | −516,620−13.7% | 減碼 |
| Geode Capital Management, LLC | 3,061,311 | $1.17 億 | 0.01% | −75,776−2.4% | 減碼 |
| Northern Trust Corp | 2,934,354 | $1.12 億 | 0.01% | −80,782−2.7% | 減碼 |
| Dimensional Fund Advisors LP | 2,272,476 | $8,654 萬 | 0.02% | −35,290−1.5% | 減碼 |
| Morgan Stanley | 2,185,522 | $8,322 萬 | 0.00% | +197,487+9.9% | 加碼 |
| First Trust Advisors LP | 2,007,551 | $7,645 萬 | 0.04% | +678,967+51.1% | 加碼 |
| Goldman Sachs Group Inc | 1,922,900 | $7,322 萬 | 0.01% | +841,522+77.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,912,427 | $7,283 萬 | 0.03% | +318,043+19.9% | 加碼 |
| Charles Schwab Investment Management Inc | 1,845,107 | $7,026 萬 | 0.01% | +63,484+3.6% | 加碼 |
| Los Angeles Capital Management LLC | 1,714,217 | $6,528 萬 | 0.24% | +1,242,603+263.5% | 加碼 |
| LSV Asset Management | 1,591,990 | $6,062 萬 | 0.11% | +60,100+3.9% | 加碼 |
| Bank of New York Mellon Corp | 1,476,375 | $5,622 萬 | 0.01% | −40,510−2.7% | 減碼 |
| Ranmore Fund Management Ltd | 1,400,000 | $5,331 萬 | 5.90% | 00.0% | 不變 |
| Framtiden Holdings Management Co LLC | 1,140,000 | $4,722 萬 | 28.62% | +650,000+132.7% | 加碼 |
| Norges Bank | 1,219,451 | $4,644 萬 | 0.00% | +1,219,451 | 新進 |
| Royce & Associates LP | 1,063,355 | $4,049 萬 | 0.33% | +286,639+36.9% | 加碼 |
| Invesco Ltd. | 977,704 | $3,723 萬 | 0.00% | −473,380−32.6% | 減碼 |
| UBS Group AG | 908,285 | $3,459 萬 | 0.01% | −26,410−2.8% | 減碼 |
| Quantinno Capital Management LP | 826,467 | $3,147 萬 | 0.04% | +428,188+107.5% | 加碼 |
| Vanguard Fiduciary Trust Co | 804,290 | $3,063 萬 | 0.01% | +15,580+2.0% | 加碼 |
| Capital Fund Management S.A. | 765,437 | $2,915 萬 | 0.21% | +497,047+185.2% | 加碼 |
| Pacer Advisors, Inc. | 755,162 | $2,876 萬 | 0.07% | +62,402+9.0% | 加碼 |
| Royal Bank of Canada | 752,508 | $2,866 萬 | 0.00% | +324,396+75.8% | 加碼 |
| Prevatt Capital Ltd | 710,000 | $2,704 萬 | 5.86% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 708,067 | $2,696 萬 | 0.02% | −420,602−37.3% | 減碼 |
| SEI Investments Co | 694,524 | $2,645 萬 | 0.02% | +161,819+30.4% | 加碼 |
| Boston Trust Walden Corp | 673,795 | $2,566 萬 | 0.20% | −221,441−24.7% | 減碼 |
| Panagora Asset Management Inc | 626,434 | $2,385 萬 | 0.07% | +626,434 | 新進 |
| Bank of America Corp | 617,929 | $2,353 萬 | 0.00% | −390,786−38.7% | 減碼 |
| Barclays PLC | 604,025 | $2,300 萬 | 0.01% | −504,197−45.5% | 減碼 |
| Lodge Hill Capital, LLC | 565,900 | $2,155 萬 | 3.61% | −484,100−46.1% | 減碼 |
| JPMorgan Chase & Co | 556,757 | $2,150 萬 | 0.00% | −9,653−1.7% | 減碼 |
| Citadel Advisors LLC | 534,124 | $2,034 萬 | 0.01% | −2,649,051−83.2% | 減碼 |
| Canada Pension Plan Investment Board | 505,000 | $1,923 萬 | 0.01% | −1,200−0.2% | 減碼 |
| Wellington Management Group LLP | 421,459 | $1,605 萬 | 0.00% | −386,185−47.8% | 減碼 |
| UBS Asset Management Americas Inc | 411,812 | $1,568 萬 | 0.00% | +19,533+5.0% | 加碼 |
| Nuveen, LLC | 401,261 | $1,528 萬 | 0.00% | −6,624−1.6% | 減碼 |
| Ameriprise Financial Inc | 368,323 | $1,404 萬 | 0.00% | +22,863+6.6% | 加碼 |
| Alps Advisors Inc | 360,246 | $1,372 萬 | 0.06% | −9,371−2.5% | 減碼 |
| Swedbank AB | 345,643 | $1,316 萬 | 0.01% | 00.0% | 不變 |
| Rhumbline Advisers | 339,250 | $1,292 萬 | 0.01% | −39,028−10.3% | 減碼 |
| Balyasny Asset Management LLC | 336,833 | $1,283 萬 | 0.02% | −77,830−18.8% | 減碼 |
| Jupiter Topco LLC | 329,673 | $1,255 萬 | 0.01% | +329,673 | 新進 |
| South Dakota Investment Council | 317,883 | $1,211 萬 | 0.21% | +220,418+226.2% | 加碼 |
| Mackenzie Financial Corp | 308,367 | $1,174 萬 | 0.01% | +299,835+3,514.2% | 加碼 |
| Cerity Partners LLC | 302,752 | $1,153 萬 | 0.01% | +162,572+116.0% | 加碼 |
| Two Sigma Investments, LP | 301,186 | $1,147 萬 | 0.01% | +250,448+493.6% | 加碼 |
| RWWM, Inc. | 296,272 | $1,128 萬 | 0.83% | −64,082−17.8% | 減碼 |
| Mariner, LLC | 293,120 | $1,116 萬 | 0.01% | +248,069+550.6% | 加碼 |
| Principal Financial Group Inc | 287,666 | $1,095 萬 | 0.01% | +4,217+1.5% | 加碼 |
| Sprott Inc. | 285,000 | $1,085 萬 | 0.36% | +120,000+72.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 282,804 | $1,077 萬 | 0.01% | +27,960+11.0% | 加碼 |
| Tectonic Advisors LLC | 280,725 | $1,069 萬 | 0.51% | +28,790+11.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 271,197 | $1,033 萬 | 0.02% | +36,797+15.7% | 加碼 |
| Algert Global LLC | 265,980 | $1,013 萬 | 0.12% | +265,980 | 新進 |
| Forum Finance Group S.A. | 326,888 | $1,006 萬 | 3.62% | +241,613+283.3% | 加碼 |
| Sound Income Strategies, LLC | 261,903 | $997.3 萬 | 0.45% | +1,982+0.8% | 加碼 |
| California Public Employees Retirement System | 258,863 | $985.8 萬 | 0.01% | −37,556−12.7% | 減碼 |
| Creative Planning | 257,760 | $981.6 萬 | 0.01% | +130,199+102.1% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 256,840 | $978.0 萬 | 0.03% | −69,810−21.4% | 減碼 |
| Swiss National Bank | 254,400 | $968.8 萬 | 0.01% | +4,300+1.7% | 加碼 |
| Cambria Investment Management, L.P. | 254,284 | $968.3 萬 | 0.48% | −40,489−13.7% | 減碼 |
| Victory Capital Management Inc | 252,830 | $962.8 萬 | 0.01% | +27,627+12.3% | 加碼 |
| Assenagon Asset Management S.A. | 233,960 | $890.9 萬 | 0.01% | +233,960 | 新進 |
| Alliancebernstein L.P. | 273,121 | $866.9 萬 | 0.00% | +66,886+32.4% | 加碼 |
| Schroder Investment Management Group | 206,260 | $788.3 萬 | 0.01% | +139,611+209.5% | 加碼 |
| CI Private Wealth, LLC | 204,524 | $778.9 萬 | 0.01% | +138,295+208.8% | 加碼 |
| Brookstone Capital Management | 192,545 | $733.2 萬 | 0.07% | +192,545 | 新進 |
| Legal & General Group Plc | 182,210 | $693.9 萬 | 0.00% | +458+0.3% | 加碼 |
| Great West Life Assurance Co | 177,891 | $676.6 萬 | 0.01% | +74,151+71.5% | 加碼 |
| Marshall Wace, LLP | 176,836 | $673.4 萬 | 0.01% | −959,708−84.4% | 減碼 |
| Engineers Gate Manager LP | 171,857 | $654.4 萬 | 0.08% | +154,829+909.3% | 加碼 |
| Franklin Resources Inc | 170,134 | $647.9 萬 | 0.00% | +63,957+60.2% | 加碼 |
| Ieq Capital, LLC | 165,056 | $628.5 萬 | 0.03% | +158,558+2,440.1% | 加碼 |
| Midwest Trust Co | 163,659 | $623.2 萬 | 0.07% | −3,479−2.1% | 減碼 |
| Trexquant Investment LP | 160,540 | $611.3 萬 | 0.04% | +78,762+96.3% | 加碼 |
| California State Teachers Retirement System | 146,872 | $559.3 萬 | 0.01% | −2,339−1.6% | 減碼 |
| Seizert Capital Partners, LLC | 146,440 | $557.6 萬 | 0.23% | +40,477+38.2% | 加碼 |
| Price T Rowe Associates Inc | 143,770 | $547.5 萬 | 0.00% | −5,099−3.4% | 減碼 |
| New York State Teachers Retirement System | 139,549 | $531.4 萬 | 0.01% | +1,243+0.9% | 加碼 |
| Empowered Funds, LLC | 138,160 | $526.1 萬 | 0.03% | +37,986+37.9% | 加碼 |
| Kingsview Wealth Management, LLC | 134,228 | $511.1 萬 | 0.06% | −82,332−38.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 134,150 | $510.8 萬 | 0.01% | +134,150 | 新進 |
| Vanguard Global Advisers, LLC | 132,793 | $505.7 萬 | 0.00% | +41,039+44.7% | 加碼 |
| Mercer Global Advisors Inc | 131,120 | $499.3 萬 | 0.01% | +92,404+238.7% | 加碼 |
| Retirement Systems of Alabama | 131,106 | $499.3 萬 | 0.02% | −24,294−15.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 126,289 | $480.9 萬 | 0.01% | −2,230−1.7% | 減碼 |
| Landscape Capital Management, L.L.C. | 125,951 | $479.6 萬 | 0.31% | −15,157−10.7% | 減碼 |
| Citigroup Inc | 125,943 | $479.6 萬 | 0.00% | +71,880+133.0% | 加碼 |
| Crawford Investment Counsel Inc | 123,450 | $470.1 萬 | 0.08% | +952+0.8% | 加碼 |
| Elo Mutual Pension Insurance Co | 121,359 | $462.1 萬 | 0.06% | +25,326+26.4% | 加碼 |
| Vanguard Asset Management, Ltd | 121,017 | $460.8 萬 | 0.00% | +4,863+4.2% | 加碼 |
| Raymond James Financial Inc | 120,120 | $457.4 萬 | 0.00% | +16,818+16.3% | 加碼 |