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 544 家機構在 13F 申報持有，市值合計 $48.7 億；沒有大師持有。
2021 年第 2 季 13F 持有人
H&R Block Inc 在 2021/6/30 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
- 393
- 較 2021 年第 1 季 +18 家
- 持有股數
- 1.53 億
- 較 2021 年第 1 季 −155.2 萬 (−1.0%)
- 總市值
- $35.9 億
- 較 2021 年第 1 季 +$2.26 億 (+6.7%)
- 新進機構
- 67
- 另有 99 家加碼
- 清倉機構
- 49
- 另有 150 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 | 544 | $48.7 億 |
| 2026 年第 1 季 | 490 | $38.6 億 |
| 2025 年第 4 季 | 508 | $51.2 億 |
| 2025 年第 3 季 | 544 | $59.3 億 |
| 2025 年第 2 季 | 563 | $67.9 億 |
| 2025 年第 1 季 | 564 | $70.0 億 |
| 2024 年第 4 季 | 552 | $66.8 億 |
| 2024 年第 3 季 | 544 | $79.2 億 |
| 2024 年第 2 季 | 498 | $68.5 億 |
| 2024 年第 1 季 | 480 | $62.9 億 |
| 2023 年第 4 季 | 469 | $61.1 億 |
| 2023 年第 3 季 | 413 | $57.2 億 |
| 2023 年第 2 季 | 399 | $43.2 億 |
| 2023 年第 1 季 | 425 | $50.7 億 |
| 2022 年第 4 季 | 455 | $52.4 億 |
| 2022 年第 3 季 | 461 | $58.7 億 |
| 2022 年第 2 季 | 437 | $49.3 億 |
| 2022 年第 1 季 | 388 | $36.3 億 |
| 2021 年第 4 季 | 391 | $33.9 億 |
| 2021 年第 3 季 | 398 | $37.4 億 |
| 2021 年第 2 季 | 393 | $35.9 億 |
| 2021 年第 1 季 | 377 | $33.7 億 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 9,242 | $21.7 萬 | 0.00% | −150−1.6% | 減碼 |
| Fifth Third Bancorp | 9,287 | $21.8 萬 | 0.00% | −160−1.7% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 9,500 | $22.3 萬 | 0.00% | 00.0% | 不變 |
| Utah Retirement Systems | 9,600 | $22.5 萬 | 0.00% | +100+1.1% | 加碼 |
| Bridgefront Capital, LLC | 9,821 | $23.1 萬 | 0.09% | +9,821 | 新進 |
| QS Investors, LLC | 10,060 | $23.7 萬 | 0.00% | −37,400−78.8% | 減碼 |
| World Asset Management Inc | 10,231 | $24.0 萬 | 0.02% | −541−5.0% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 10,392 | $24.4 萬 | 0.09% | −1,287−11.0% | 減碼 |
| Freestone Capital Holdings, LLC | 10,479 | $24.6 萬 | 0.01% | −406−3.7% | 減碼 |
| Allworth Financial LP | 10,624 | $24.9 萬 | 0.00% | +10,624 | 新進 |
| Gluskin Sheff & Assoc Inc | 10,640 | $25.0 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 10,879 | $25.5 萬 | 0.00% | +10,879 | 新進 |
| Public Sector Pension Investment Board | 10,933 | $25.7 萬 | 0.00% | +10,933 | 新進 |
| Vestmark Advisory Solutions, Inc. | 11,106 | $26.1 萬 | 0.02% | −684−5.8% | 減碼 |
| HAP Trading, LLC | 11,179 | $26.2 萬 | 0.02% | −11,054−49.7% | 減碼 |
| Meeder Asset Management Inc | 11,257 | $26.4 萬 | 0.01% | +9,193+445.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 11,454 | $26.9 萬 | 0.07% | +11,454 | 新進 |
| DuPont Capital Management Corp | 11,495 | $27.0 萬 | 0.01% | −6,725−36.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $27.2 萬 | 0.02% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 12,054 | $28.3 萬 | 0.00% | +12,054 | 新進 |
| AdvisorNet Financial, Inc | 12,150 | $28.5 萬 | 0.02% | +7,210+146.0% | 加碼 |
| Hancock Whitney Corp | 12,341 | $29.0 萬 | 0.01% | −309−2.4% | 減碼 |
| Kingsview Wealth Management, LLC | 12,467 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Brown Advisory Inc | 12,740 | $29.9 萬 | 0.00% | −773−5.7% | 減碼 |
| Pictet Asset Management Ltd | 12,900 | $30.3 萬 | 0.00% | −2,700−17.3% | 減碼 |
| Claret Asset Management Corp | 13,042 | $30.6 萬 | 0.05% | −140−1.1% | 減碼 |
| Profund Advisors LLC | 13,075 | $30.6 萬 | 0.01% | +198+1.5% | 加碼 |
| Bartlett & Co. LLC | 13,200 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 13,200 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| AMP Capital Investors Ltd | 13,421 | $31.5 萬 | 0.00% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 13,540 | $31.8 萬 | 0.04% | +13,540 | 新進 |
| Inscription Capital, LLC | 13,540 | $31.8 萬 | 0.04% | +13,540 | 新進 |
| RSM US Wealth Management LLC | 13,616 | $32.3 萬 | 0.02% | −566−4.0% | 減碼 |
| Capital Investment Advisory Services, LLC | 13,787 | $32.4 萬 | 0.04% | −4,399−24.2% | 減碼 |
| Alpha Omega Wealth Management LLC | 14,229 | $33.4 萬 | 0.05% | −151−1.1% | 減碼 |
| Diversified Trust Co | 14,444 | $33.9 萬 | 0.01% | +14,444 | 新進 |
| Chicago Trust Co NA | 14,500 | $34.0 萬 | 0.08% | 00.0% | 不變 |
| AE Wealth Management LLC | 14,543 | $34.1 萬 | 0.00% | +14,543 | 新進 |
| ProShare Advisors LLC | 14,565 | $34.2 萬 | 0.00% | −302−2.0% | 減碼 |
| Legacy Bridge, LLC | 14,625 | $34.3 萬 | 0.19% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 14,745 | $34.6 萬 | 0.00% | −339−2.2% | 減碼 |
| Maryland State Retirement & Pension System | 14,650 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| Invst, LLC | 14,766 | $34.9 萬 | 0.06% | +2,829+23.7% | 加碼 |
| Occudo Quantitative Strategies LP | 14,882 | $34.9 萬 | 0.05% | +5,135+52.7% | 加碼 |
| RBF Capital, LLC | 15,000 | $35.2 萬 | 0.02% | 00.0% | 不變 |
| Glenmede Trust Co NA | 15,238 | $35.6 萬 | 0.00% | +15,238 | 新進 |
| Kestra Advisory Services, LLC | 15,196 | $35.7 萬 | 0.00% | +15,196 | 新進 |
| Echo Street Capital Management LLC | 15,943 | $37.4 萬 | 0.00% | +15,943 | 新進 |
| Mariner, LLC | 16,061 | $37.7 萬 | 0.00% | +2,821+21.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 16,413 | $38.5 萬 | 0.01% | +6,299+62.3% | 加碼 |
| Cetera Investment Advisers | 16,497 | $38.7 萬 | 0.01% | −494−2.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 16,596 | $39.0 萬 | 0.00% | −742−4.3% | 減碼 |
| Point72 Hong Kong Ltd | 16,605 | $39.0 萬 | 0.03% | +16,605 | 新進 |
| Rockland Trust Co | 16,666 | $39.1 萬 | 0.03% | 00.0% | 不變 |
| Securian Asset Management, Inc | 16,674 | $39.2 萬 | 0.01% | −613−3.5% | 減碼 |
| Prudential Financial Inc | 17,025 | $40.0 萬 | 0.00% | −9,446−35.7% | 減碼 |
| CWM Advisors, LLC | 17,220 | $40.4 萬 | 0.05% | +17,220 | 新進 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $42.3 萬 | 0.06% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,259 | $42.9 萬 | 0.00% | −1,644−8.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 18,794 | $44.1 萬 | 0.01% | +4,400+30.6% | 加碼 |
| Bluefin Capital Management, LLC | 19,000 | $44.6 萬 | 0.03% | +6,007+46.2% | 加碼 |
| Capital Investment Counsel, Inc | 19,890 | $46.7 萬 | 0.10% | +650+3.4% | 加碼 |
| Ontario Teachers Pension Plan Board | 20,331 | $47.7 萬 | 0.01% | −14,362−41.4% | 減碼 |
| Caxton Associates LP | 20,591 | $48.3 萬 | 0.06% | +4,729+29.8% | 加碼 |
| PEAK6 Investments LLC | 20,750 | $48.7 萬 | 0.01% | −83,505−80.1% | 減碼 |
| Prudential PLC | 21,747 | $51.1 萬 | 0.00% | +21,747 | 新進 |
| State of Wisconsin Investment Board | 21,806 | $51.2 萬 | 0.00% | −1,615−6.9% | 減碼 |
| Paloma Partners Management Co | 22,414 | $52.6 萬 | 0.01% | −20,267−47.5% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 22,628 | $53.1 萬 | 1.34% | 00.0% | 不變 |
| Archer Investment Corp | 22,800 | $53.5 萬 | 0.21% | 00.0% | 不變 |
| US Bancorp | 23,066 | $54.1 萬 | 0.00% | +376+1.7% | 加碼 |
| Creative Planning | 23,291 | $54.7 萬 | 0.00% | −13,336−36.4% | 減碼 |
| Ceera Investments, LLC | 23,500 | $55.2 萬 | 0.42% | +9,005+62.1% | 加碼 |
| Scotia Capital Inc. | 23,673 | $55.6 萬 | 0.00% | −3,894−14.1% | 減碼 |
| Teacher Retirement System of Texas | 23,786 | $55.8 萬 | 0.00% | +2,122+9.8% | 加碼 |
| Advisor Group Holdings, Inc. | 24,144 | $56.7 萬 | 0.00% | −3,844−13.7% | 減碼 |
| Winton Group Ltd | 24,541 | $57.6 萬 | 0.03% | −1,230−4.8% | 減碼 |
| ClariVest Asset Management LLC | 24,524 | $57.6 萬 | 0.02% | −265−1.1% | 減碼 |
| TSP Capital Management Group, LLC | – | $58.7 萬 | 0.19% | – | – |
| Toroso Investments, LLC | 25,169 | $59.1 萬 | 0.02% | +25,169 | 新進 |
| Standard Life Aberdeen plc | 25,269 | $59.3 萬 | 0.00% | −263−1.0% | 減碼 |
| Hillsdale Investment Management Inc. | 25,300 | $59.4 萬 | 0.05% | +25,300 | 新進 |
| Bank of Montreal | 25,456 | $59.5 萬 | 0.00% | −15,003−37.1% | 減碼 |
| Crawford Investment Counsel Inc | 26,240 | $61.6 萬 | 0.01% | +26,240 | 新進 |
| Wealthfront Advisers LLC | 27,232 | $63.9 萬 | 0.00% | −269−1.0% | 減碼 |
| Occidental Asset Management, LLC | 27,209 | $63.9 萬 | 0.17% | +1,219+4.7% | 加碼 |
| State of Alaska, Department of Revenue | 28,176 | $66.1 萬 | 0.01% | −561−2.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 28,200 | $66.2 萬 | 0.01% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 29,000 | $68.1 萬 | 0.08% | +29,000 | 新進 |
| Engineers Gate Manager LP | 29,310 | $68.8 萬 | 0.04% | −2,180−6.9% | 減碼 |
| Cairn Investment Group, Inc. | 29,530 | $69.3 萬 | 0.51% | −375−1.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 29,907 | $70.2 萬 | 0.00% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 29,900 | $70.2 萬 | 0.01% | +7,464+33.3% | 加碼 |
| Ashfield Capital Partners, LLC | 30,000 | $70.4 萬 | 0.05% | 00.0% | 不變 |
| P.A.W. Capital Corp | 30,000 | $70.4 萬 | 0.60% | +30,000 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 30,216 | $70.9 萬 | 0.01% | −380−1.2% | 減碼 |
| Group One Trading, L.P. | 30,511 | $71.6 萬 | 0.01% | −2,070−6.4% | 減碼 |
| Neo Ivy Capital Management | 30,668 | $72.0 萬 | 0.73% | +30,668 | 新進 |
| Dynamic Technology Lab Private Ltd | 30,792 | $72.3 萬 | 0.07% | +30,792 | 新進 |
| APG Asset Management N.V. | 37,900 | $75.0 萬 | 0.00% | −51,500−57.6% | 減碼 |