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 3 季 13F 持有人
H&R Block Inc 在 2021/9/30 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
- 398
- 較 2021 年第 2 季 +11 家
- 持有股數
- 1.49 億
- 較 2021 年第 2 季 −342.9 萬 (−2.2%)
- 總市值
- $37.4 億
- 較 2021 年第 2 季 +$1.46 億 (+4.1%)
- 新進機構
- 59
- 另有 109 家加碼
- 清倉機構
- 48
- 另有 139 家減碼
另有 6 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 25,041,019 | $6.26 億 | 0.02% | −1,064,129−4.1% | 減碼 |
| BlackRock Inc. | 19,727,090 | $4.93 億 | 0.01% | −416,575−2.1% | 減碼 |
| Jupiter Asset Management Ltd | 12,132,673 | $3.03 億 | 3.44% | −328,695−2.6% | 減碼 |
| State Street Corp | 6,914,302 | $1.75 億 | 0.01% | −25,292−0.4% | 減碼 |
| Lazard Asset Management LLC | 5,642,004 | $1.41 億 | 0.16% | −2,1220.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 3,685,159 | $9,213 萬 | 0.59% | +7,915+0.2% | 加碼 |
| Northern Trust Corp | 3,056,154 | $7,640 萬 | 0.01% | +754,014+32.8% | 加碼 |
| Bank of New York Mellon Corp | 2,982,396 | $7,456 萬 | 0.01% | −578,705−16.3% | 減碼 |
| Artisan Partners Limited Partnership | 2,823,259 | $7,058 萬 | 0.09% | −26,269−0.9% | 減碼 |
| Wellington Management Group LLP | 2,503,630 | $6,259 萬 | 0.01% | +1,458,897+139.6% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 2,335,080 | $5,838 萬 | 0.19% | −28,960−1.2% | 減碼 |
| Geode Capital Management, LLC | 2,331,191 | $5,830 萬 | 0.01% | +34,400+1.5% | 加碼 |
| LSV Asset Management | 2,204,580 | $5,511 萬 | 0.10% | −19,153−0.9% | 減碼 |
| Russell Investments Group, Ltd. | 1,889,493 | $4,724 萬 | 0.08% | +122,989+7.0% | 加碼 |
| Dimensional Fund Advisors LP | 1,857,690 | $4,644 萬 | 0.01% | +332,353+21.8% | 加碼 |
| Norges Bank | 1,831,768 | $4,579 萬 | 0.01% | −41,123−2.2% | 減碼 |
| First Trust Advisors LP | 1,758,795 | $4,397 萬 | 0.05% | +671,072+61.7% | 加碼 |
| Goldman Sachs Group Inc | 1,712,179 | $4,281 萬 | 0.01% | −371,719−17.8% | 減碼 |
| American Century Companies Inc | 1,538,994 | $3,848 萬 | 0.03% | +1,415,222+1,143.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,429,811 | $3,575 萬 | 0.05% | −122,315−7.9% | 減碼 |
| Franklin Resources Inc | 1,374,486 | $3,436 萬 | 0.01% | −1,016,930−42.5% | 減碼 |
| Morgan Stanley | 1,234,271 | $3,086 萬 | 0.00% | −6,326−0.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,183,608 | $2,959 萬 | 0.04% | +96,701+8.9% | 加碼 |
| Wells Fargo & Company | 1,151,827 | $2,880 萬 | 0.01% | −163,049−12.4% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 1,120,894 | $2,802 萬 | 0.91% | +350,000+45.4% | 加碼 |
| Schroder Investment Management Group | 1,109,544 | $2,774 萬 | 0.04% | −178,690−13.9% | 減碼 |
| AQR Capital Management LLC | 1,066,282 | $2,666 萬 | 0.05% | −271,939−20.3% | 減碼 |
| Swedbank AB | 1,056,891 | $2,642 萬 | 0.05% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,043,869 | $2,610 萬 | 0.01% | −25,990−2.4% | 減碼 |
| Principal Financial Group Inc | 1,023,466 | $2,559 萬 | 0.02% | −10,392−1.0% | 減碼 |
| Invesco Ltd. | 1,022,255 | $2,556 萬 | 0.01% | −120,748−10.6% | 減碼 |
| Nuveen Asset Management, LLC | 1,003,917 | $2,510 萬 | 0.01% | −349,532−25.8% | 減碼 |
| Fulton Breakefield Broenniman LLC | 886,289 | $2,216 萬 | 1.90% | +701+0.1% | 加碼 |
| HighTower Advisors, LLC | 847,082 | $2,121 萬 | 0.06% | +292,762+52.8% | 加碼 |
| Jacobs Levy Equity Management, Inc | 841,721 | $2,104 萬 | 0.14% | +316,975+60.4% | 加碼 |
| PGGM Investments | 823,716 | $2,059 萬 | 0.11% | +172,022+26.4% | 加碼 |
| Parametric Portfolio Associates LLC | 782,342 | $1,956 萬 | 0.01% | +4,630+0.6% | 加碼 |
| Peregrine Capital Management LLC | 753,154 | $1,883 萬 | 0.39% | −155,186−17.1% | 減碼 |
| Fidelity National Financial, Inc. | 636,854 | $1,592 萬 | 1.18% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 596,797 | $1,492 萬 | 0.23% | +15,371+2.6% | 加碼 |
| Boston Partners | 526,207 | $1,318 萬 | 0.02% | +413,997+368.9% | 加碼 |
| Renaissance Technologies LLC | 525,000 | $1,313 萬 | 0.02% | +45,482+9.5% | 加碼 |
| Assetmark, Inc | 503,220 | $1,258 萬 | 0.06% | +503,220 | 新進 |
| South Dakota Investment Council | 478,547 | $1,196 萬 | 0.21% | −24,000−4.8% | 減碼 |
| Bank of America Corp | 475,256 | $1,188 萬 | 0.00% | −204,191−30.1% | 減碼 |
| Rhumbline Advisers | 471,012 | $1,178 萬 | 0.02% | −12,863−2.7% | 減碼 |
| UBS Group AG | 470,641 | $1,177 萬 | 0.00% | −119,695−20.3% | 減碼 |
| JPMorgan Chase & Co | 467,947 | $1,170 萬 | 0.00% | −276,252−37.1% | 減碼 |
| Barclays PLC | 461,589 | $1,154 萬 | 0.01% | −29,012−5.9% | 減碼 |
| California Public Employees Retirement System | 429,277 | $1,073 萬 | 0.01% | +2,375+0.6% | 加碼 |
| Royce & Associates LP | 402,038 | $1,005 萬 | 0.08% | +402,038 | 新進 |
| Swiss National Bank | 400,900 | $1,002 萬 | 0.01% | −3,400−0.8% | 減碼 |
| Invenomic Capital Management LP | 391,933 | $979.8 萬 | 3.49% | +37,170+10.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 391,499 | $979.8 萬 | 0.20% | +59,882+18.1% | 加碼 |
| Miller Value Partners, LLC | 390,000 | $975.0 萬 | 0.33% | −30,000−7.1% | 減碼 |
| UBS Asset Management Americas Inc | 378,547 | $946.4 萬 | 0.00% | −123,383−24.6% | 減碼 |
| NewEdge Wealth, LLC | 375,245 | $938.1 萬 | 0.56% | +122,490+48.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 368,725 | $921.8 萬 | 0.07% | +117,819+47.0% | 加碼 |
| Ameriprise Financial Inc | 358,888 | $897.6 萬 | 0.00% | −203,286−36.2% | 減碼 |
| Portolan Capital Management, LLC | 358,555 | $896.4 萬 | 0.65% | −52,077−12.7% | 減碼 |
| Sound Income Strategies, LLC | 323,257 | $808.1 萬 | 1.04% | +47,527+17.2% | 加碼 |
| American International Group, Inc. | 307,873 | $769.7 萬 | 0.04% | −15,696−4.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 306,609 | $766.5 萬 | 0.02% | −65,292−17.6% | 減碼 |
| California State Teachers Retirement System | 305,231 | $763.1 萬 | 0.01% | −11,255−3.6% | 減碼 |
| Gilman Hill Asset Management, LLC | 295,007 | $737.5 萬 | 1.88% | −413−0.1% | 減碼 |
| Legal & General Group Plc | 294,118 | $735.3 萬 | 0.00% | −39,205−11.8% | 減碼 |
| Alliancebernstein L.P. | 280,459 | $701.1 萬 | 0.00% | −12,626−4.3% | 減碼 |
| Quinn Opportunity Partners LLC | 272,500 | $681.3 萬 | 0.44% | −8,500−3.0% | 減碼 |
| Foundry Partners, LLC | 269,892 | $674.7 萬 | 0.24% | −12,875−4.6% | 減碼 |
| Kestrel Investment Management Corp | 259,050 | $647.6 萬 | 3.08% | −43,300−14.3% | 減碼 |
| New York State Common Retirement Fund | 258,443 | $646.1 萬 | 0.01% | −188,748−42.2% | 減碼 |
| New York State Teachers Retirement System | 249,570 | $623.9 萬 | 0.01% | +17,073+7.3% | 加碼 |
| Citadel Advisors LLC | 248,098 | $620.3 萬 | 0.01% | −618,405−71.4% | 減碼 |
| Citigroup Inc | 238,441 | $596.1 萬 | 0.01% | −60,956−20.4% | 減碼 |
| Financial Counselors Inc | 238,072 | $595.2 萬 | 0.13% | −11,410−4.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 236,551 | $591.4 萬 | 0.01% | −7,763−3.2% | 減碼 |
| Retirement Systems of Alabama | 230,547 | $576.4 萬 | 0.02% | −5,815−2.5% | 減碼 |
| SEI Investments Co | 232,570 | $574.4 萬 | 0.01% | −25,480−9.9% | 減碼 |
| Victory Capital Management Inc | 227,146 | $567.9 萬 | 0.01% | +11,758+5.5% | 加碼 |
| Redwood Investment Management, LLC | 221,508 | $553.8 萬 | 0.79% | +69,663+45.9% | 加碼 |
| Storebrand Asset Management AS | 221,283 | $553.2 萬 | 0.03% | 00.0% | 不變 |
| Squarepoint Ops LLC | 213,422 | $533.6 萬 | 0.04% | +123,933+138.5% | 加碼 |
| Stifel Financial Corp | 212,948 | $532.5 萬 | 0.01% | +20,108+10.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 205,314 | $513.3 萬 | 0.00% | +6,452+3.2% | 加碼 |
| Royal Bank of Canada | 203,577 | $508.8 萬 | 0.00% | +64,887+46.8% | 加碼 |
| Clark Estates Inc | 195,000 | $487.5 萬 | 0.70% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 183,725 | $459.3 萬 | 0.92% | +800+0.4% | 加碼 |
| Credit Suisse AG | 182,876 | $457.3 萬 | 0.00% | −4,600−2.5% | 減碼 |
| Guggenheim Capital LLC | 181,424 | $453.5 萬 | 0.03% | +50,221+38.3% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 179,690 | $449.2 萬 | 0.08% | −36,383−16.8% | 減碼 |
| Empowered Funds, LLC | 175,558 | $438.9 萬 | 0.56% | +175,558 | 新進 |
| DekaBank Deutsche Girozentrale | 170,518 | $430.8 萬 | 0.01% | +88,646+108.3% | 加碼 |
| Voya Investment Management LLC | 167,574 | $419.0 萬 | 0.01% | +6,918+4.3% | 加碼 |
| Amundi | 159,284 | $398.3 萬 | 0.00% | −171,404−51.8% | 減碼 |
| Mutual of America Capital Management LLC | 157,054 | $392.6 萬 | 0.04% | +2,165+1.4% | 加碼 |
| Envestnet Asset Management Inc | 154,400 | $386.0 萬 | 0.00% | +43,703+39.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 153,361 | $383.6 萬 | 0.01% | +30,735+25.1% | 加碼 |
| Rings Capital Management LLC | 153,000 | $382.5 萬 | 1.73% | 00.0% | 不變 |
| AXA S.A. | 149,000 | $372.5 萬 | 0.01% | +60,100+67.6% | 加碼 |
| Ensign Peak Advisors, Inc | 148,812 | $372.1 萬 | 0.01% | −910−0.6% | 減碼 |