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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 32,556 | $76.4 萬 | 0.01% | −14,500−30.8% | 減碼 |
| V Wealth Advisors LLC | 33,000 | $77.5 萬 | 0.12% | +33,000 | 新進 |
| Handelsbanken Fonder AB | 33,600 | $78.9 萬 | 0.00% | +7,200+27.3% | 加碼 |
| Employees Retirement System of Texas | 33,995 | $79.8 萬 | 0.01% | −133,600−79.7% | 減碼 |
| HSBC Holdings PLC | 35,801 | $83.1 萬 | 0.00% | −16,033−30.9% | 減碼 |
| M&T Bank Corp | 35,509 | $83.4 萬 | 0.00% | −30.0% | 減碼 |
| Cipher Capital LP | 35,804 | $84.1 萬 | 0.46% | +19,645+121.6% | 加碼 |
| Federated Hermes, Inc. | 36,196 | $85.0 萬 | 0.00% | −11,617−24.3% | 減碼 |
| Xponance, Inc. | 36,223 | $85.1 萬 | 0.02% | +3,542+10.8% | 加碼 |
| SG Americas Securities, LLC | 36,926 | $86.7 萬 | 0.00% | −20,764−36.0% | 減碼 |
| Hussman Strategic Advisors, Inc. | 37,200 | $87.3 萬 | 0.18% | −34,800−48.3% | 減碼 |
| New Mexico Educational Retirement Board | 38,000 | $89.2 萬 | 0.03% | +4,200+12.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 38,668 | $90.8 萬 | 0.00% | −6,835−15.0% | 減碼 |
| Parallax Volatility Advisers, L.P. | 39,500 | $92.7 萬 | 0.01% | +8,579+27.7% | 加碼 |
| Prairiewood Capital, LLC | 39,517 | $92.8 萬 | 0.79% | −2,150−5.2% | 減碼 |
| Deutsche Bank AG | 39,616 | $93.0 萬 | 0.00% | −64,631−62.0% | 減碼 |
| Trilogy Capital Inc. | 38,456 | $93.1 萬 | 0.07% | +2,923+8.2% | 加碼 |
| Ruffer LLP | 40,000 | $93.9 萬 | 0.03% | −29,938−42.8% | 減碼 |
| Commerce Bank | 40,496 | $95.1 萬 | 0.01% | +2,545+6.7% | 加碼 |
| Metropolitan Life Insurance Co | 41,386 | $97.2 萬 | 0.01% | −85−0.2% | 減碼 |
| Macquarie Group Ltd | 44,246 | $103.9 萬 | 0.00% | −3,801−7.9% | 減碼 |
| AlphaCrest Capital Management LLC | 45,521 | $106.9 萬 | 0.05% | +32,929+261.5% | 加碼 |
| State of Michigan Retirement System | 45,700 | $107.3 萬 | 0.01% | −22,200−32.7% | 減碼 |
| Argyle Capital Management Inc. | 45,950 | $107.9 萬 | 0.35% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 47,100 | $110.6 萬 | 0.03% | −600−1.3% | 減碼 |
| Concorde Asset Management, LLC | 47,575 | $111.7 萬 | 0.63% | −43,843−48.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 49,039 | $115.1 萬 | 0.04% | −1,653−3.3% | 減碼 |
| Asset Management One Co.,Ltd. | 49,026 | $115.1 萬 | 0.00% | +6,793+16.1% | 加碼 |
| Eaton Vance Management | 49,159 | $115.5 萬 | 0.00% | +3,324+7.3% | 加碼 |
| Arizona State Retirement System | 49,858 | $117.1 萬 | 0.01% | −6,295−11.2% | 減碼 |
| Pearl River Capital, LLC | 51,201 | $120.2 萬 | 0.33% | +51,201 | 新進 |
| D.A. Davidson & Co. | 51,892 | $121.8 萬 | 0.01% | +5,083+10.9% | 加碼 |
| Simplex Trading, LLC | 54,056 | $126.9 萬 | 0.05% | +54,056 | 新進 |
| Commonwealth Equity Services, LLC | 54,945 | $129.0 萬 | 0.00% | −3,501−6.0% | 減碼 |
| Alberta Investment Management Corp | 56,800 | $133.4 萬 | 0.01% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 57,446 | $134.9 萬 | 0.02% | +57,446 | 新進 |
| Barnett & Company, Inc. | 59,450 | $139.6 萬 | 0.92% | +59,450 | 新進 |
| Sovarnum Capital L.P. | 60,000 | $140.9 萬 | 0.89% | +40,000+200.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,441 | $141.9 萬 | 0.02% | −749−1.2% | 減碼 |
| STRS Ohio | 60,514 | $142.0 萬 | 0.01% | +60,514 | 新進 |
| Auxier Asset Management | 61,752 | $145.0 萬 | 0.24% | −950−1.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 62,585 | $146.9 萬 | 0.02% | +1,544+2.5% | 加碼 |
| Treasurer of the State of North Carolina | 63,203 | $148.4 萬 | 0.01% | −4,230−6.3% | 減碼 |
| Mork Capital Management, LLC | 64,500 | $151.4 萬 | 1.09% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 64,961 | $152.5 萬 | 0.00% | −161,814−71.4% | 減碼 |
| United Capital Financial Advisers, LLC | 67,545 | $158.6 萬 | 0.01% | −1,393−2.0% | 減碼 |
| Huber Capital Management LLC | 69,617 | $163.5 萬 | 0.42% | −4,100−5.6% | 減碼 |
| Round Hill Asset Management | 72,404 | $170.0 萬 | 0.83% | 00.0% | 不變 |
| Trexquant Investment LP | 72,786 | $170.9 萬 | 0.14% | +72,786 | 新進 |
| Convergence Investment Partners, LLC | 74,728 | $175.5 萬 | 0.75% | −971−1.3% | 減碼 |
| Nisa Investment Advisors, LLC | 75,360 | $176.9 萬 | 0.01% | 00.0% | 不變 |
| LPL Financial LLC | 75,839 | $178.1 萬 | 0.00% | +260+0.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 76,031 | $178.5 萬 | 0.00% | −9,735−11.4% | 減碼 |
| Truist Financial Corp | 78,907 | $185.3 萬 | 0.00% | −79−0.1% | 減碼 |
| Great West Life Assurance Co | 80,145 | $188.1 萬 | 0.00% | −2,583−3.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 81,872 | $192.3 萬 | 0.01% | −16,259−16.6% | 減碼 |
| Quantedge Capital Pte Ltd | 82,500 | $193.7 萬 | 0.93% | +82,500 | 新進 |
| Roosevelt Investment Group LLC | 85,000 | $199.6 萬 | 0.12% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 85,869 | $201.6 萬 | 0.00% | −471−0.5% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 86,868 | $204.0 萬 | 0.11% | +86,868 | 新進 |
| Jane Street Group, LLC | 88,452 | $207.7 萬 | 0.01% | −1,331−1.5% | 減碼 |
| AXA S.A. | 88,900 | $208.7 萬 | 0.01% | +1,700+1.9% | 加碼 |
| Davy Global Fund Management Ltd | 89,431 | $210.0 萬 | 0.32% | −2,329−2.5% | 減碼 |
| Squarepoint Ops LLC | 89,489 | $210.1 萬 | 0.02% | −1,041,847−92.1% | 減碼 |
| MetLife Investment Management | 90,656 | $212.9 萬 | 0.02% | −4,086−4.3% | 減碼 |
| River & Mercantile Asset Management LLP | 92,160 | $216.4 萬 | 0.14% | −1,200−1.3% | 減碼 |
| Range Financial Group LLC | 95,663 | $224.6 萬 | 1.66% | +3,908+4.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 102,335 | $237.4 萬 | 0.01% | −66,565−39.4% | 減碼 |
| Mercer Global Advisors Inc | 101,445 | $238.2 萬 | 0.02% | +143+0.1% | 加碼 |
| Alaska Permanent Fund Corp | 102,000 | $239.5 萬 | 0.04% | −52,700−34.1% | 減碼 |
| Human Investing LLC | 103,229 | $242.4 萬 | 0.59% | −11,243−9.8% | 減碼 |
| Public Employees Retirement System of Ohio | 103,672 | $243.4 萬 | 0.01% | +6,021+6.2% | 加碼 |
| Burney Co | 104,431 | $245.2 萬 | 0.11% | +244+0.2% | 加碼 |
| Envestnet Asset Management Inc | 110,697 | $259.9 萬 | 0.00% | +7,960+7.7% | 加碼 |
| Boston Partners | 112,210 | $263.5 萬 | 0.00% | +37,674+50.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 113,062 | $265.5 萬 | 0.01% | −8,862−7.3% | 減碼 |
| Comerica Bank | 105,767 | $267.8 萬 | 0.02% | −3,413−3.1% | 減碼 |
| Virginia Retirement Systems Et Al | 117,700 | $276.4 萬 | 0.03% | +34,000+40.6% | 加碼 |
| Raymond James & Associates | 118,614 | $278.5 萬 | 0.00% | +49,008+70.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 122,626 | $288.0 萬 | 0.01% | 00.0% | 不變 |
| American Century Companies Inc | 123,772 | $290.6 萬 | 0.00% | +55,597+81.6% | 加碼 |
| Pacer Advisors, Inc. | 124,776 | $293.0 萬 | 0.04% | +59,327+90.6% | 加碼 |
| Ninety One UK Ltd | 127,800 | $300.1 萬 | 0.01% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 130,045 | $305.3 萬 | 0.04% | +130,045 | 新進 |
| Guggenheim Capital LLC | 131,203 | $308.0 萬 | 0.02% | +5,767+4.6% | 加碼 |
| CIBC World Markets Corp | 134,000 | $314.6 萬 | 0.02% | +114,306+580.4% | 加碼 |
| Texas Permanent School Fund | 135,207 | $317.5 萬 | 0.04% | −1,823−1.3% | 減碼 |
| Royal Bank of Canada | 138,690 | $325.6 萬 | 0.00% | −5,831−4.0% | 減碼 |
| Carolina Wealth Advisors, LLC | 144,364 | $339.0 萬 | 2.28% | +4,766+3.4% | 加碼 |
| Gabelli Funds LLC | 148,500 | $348.7 萬 | 0.02% | −29,000−16.3% | 減碼 |
| Ensign Peak Advisors, Inc | 149,722 | $351.6 萬 | 0.01% | +19,880+15.3% | 加碼 |
| Redwood Investment Management, LLC | 151,845 | $356.5 萬 | 0.58% | +13,816+10.0% | 加碼 |
| Rings Capital Management LLC | 153,000 | $359.2 萬 | 1.61% | 00.0% | 不變 |
| Amalgamated Bank | 153,398 | $360.2 萬 | 0.03% | +121,197+376.4% | 加碼 |
| Mutual of America Capital Management LLC | 154,889 | $363.7 萬 | 0.04% | −10,693−6.5% | 減碼 |
| Voya Investment Management LLC | 160,656 | $377.2 萬 | 0.01% | −27,615−14.7% | 減碼 |
| Two Sigma Advisers, LP | 170,300 | $399.9 萬 | 0.01% | +98,900+138.5% | 加碼 |
| Acadian Asset Management LLC | 170,717 | $400.9 萬 | 0.02% | +147,288+628.7% | 加碼 |
| Rodgers Brothers Inc. | 182,925 | $429.5 萬 | 0.82% | +182,925 | 新進 |
| Credit Suisse AG | 187,476 | $437.5 萬 | 0.00% | −74,127−28.3% | 減碼 |