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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 8,823 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 8,848 | $22.1 萬 | 0.01% | +8,848 | 新進 |
| Wedge Capital Management L L P | 8,891 | $22.2 萬 | 0.00% | +8,891 | 新進 |
| Level Four Advisory Services, LLC | 8,884 | $22.2 萬 | 0.02% | +8,884 | 新進 |
| Boston Family Office LLC | 9,000 | $22.5 萬 | 0.02% | 00.0% | 不變 |
| Bessemer Group Inc | 8,994 | $22.5 萬 | 0.00% | +6,822+314.1% | 加碼 |
| XTX Topco Ltd | 8,980 | $22.5 萬 | 0.08% | +8,980 | 新進 |
| Tudor Investment Corp Et Al | 9,083 | $22.7 萬 | 0.00% | +9,083 | 新進 |
| Kaizen Financial Strategies | 9,074 | $22.7 萬 | 0.18% | +9,074 | 新進 |
| Shelton Capital Management | 9,215 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Utah Retirement Systems | 9,300 | $23.3 萬 | 0.00% | −300−3.1% | 減碼 |
| Baird Financial Group, Inc. | 9,315 | $23.3 萬 | 0.00% | +73+0.8% | 加碼 |
| World Asset Management Inc | 9,454 | $23.6 萬 | 0.02% | −777−7.6% | 減碼 |
| Ci Investments Inc. | 9,467 | $23.7 萬 | 0.00% | +457+5.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 9,500 | $23.8 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 9,517 | $23.8 萬 | 0.00% | +230+2.5% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 10,086 | $25.2 萬 | 0.09% | −306−2.9% | 減碼 |
| Profund Advisors LLC | 10,197 | $25.5 萬 | 0.01% | −2,878−22.0% | 減碼 |
| Gyon Technologies Capital Management, LP | 10,253 | $25.6 萬 | 0.07% | +10,253 | 新進 |
| Essex Financial Services, Inc. | 10,360 | $25.9 萬 | 0.03% | +450+4.5% | 加碼 |
| DuPont Capital Management Corp | 10,510 | $26.3 萬 | 0.01% | −985−8.6% | 減碼 |
| Capital Investment Advisory Services, LLC | 10,689 | $26.7 萬 | 0.03% | −3,098−22.5% | 減碼 |
| Allworth Financial LP | 10,745 | $26.9 萬 | 0.00% | +121+1.1% | 加碼 |
| Cookson Peirce & Co Inc | 10,771 | $26.9 萬 | 0.02% | +10,771 | 新進 |
| One Wealth Advisors, LLC | 11,454 | $28.6 萬 | 0.08% | +11,454 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $29.0 萬 | 0.02% | 00.0% | 不變 |
| Claret Asset Management Corp | 11,792 | $29.5 萬 | 0.05% | −1,250−9.6% | 減碼 |
| Brown Advisory Inc | 11,913 | $29.8 萬 | 0.00% | −827−6.5% | 減碼 |
| Pictet Asset Management SA | 12,900 | $32.3 萬 | 0.00% | +12,900 | 新進 |
| AdvisorNet Financial, Inc | 12,975 | $32.4 萬 | 0.02% | +825+6.8% | 加碼 |
| ProShare Advisors LLC | 13,181 | $33.0 萬 | 0.00% | −1,384−9.5% | 減碼 |
| Bartlett & Co. LLC | 13,200 | $33.0 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 13,200 | $33.4 萬 | 0.01% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 13,423 | $33.6 萬 | 0.00% | −3,173−19.1% | 減碼 |
| Principle Wealth Partners LLC | 13,540 | $33.9 萬 | 0.04% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 13,655 | $34.1 萬 | 0.02% | +13,655 | 新進 |
| Vestmark Advisory Solutions, Inc. | 13,664 | $34.2 萬 | 0.02% | +2,558+23.0% | 加碼 |
| RSM US Wealth Management LLC | 13,616 | $34.4 萬 | 0.02% | 00.0% | 不變 |
| Chicago Trust Co NA | 14,500 | $36.3 萬 | 0.08% | 00.0% | 不變 |
| Legacy Bridge, LLC | 14,625 | $36.6 萬 | 0.21% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 14,673 | $36.7 萬 | 0.06% | +444+3.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 14,661 | $36.8 萬 | 0.00% | −84−0.6% | 減碼 |
| Maryland State Retirement & Pension System | 14,650 | $37.2 萬 | 0.01% | 00.0% | 不變 |
| P.A.W. Capital Corp | 15,000 | $37.5 萬 | 0.33% | −15,000−50.0% | 減碼 |
| RBF Capital, LLC | 15,000 | $37.5 萬 | 0.02% | 00.0% | 不變 |
| Pearl River Capital, LLC | 15,111 | $37.8 萬 | 0.10% | −36,090−70.5% | 減碼 |
| Invst, LLC | 15,324 | $38.3 萬 | 0.06% | +558+3.8% | 加碼 |
| Kestra Advisory Services, LLC | 15,766 | $39.4 萬 | 0.00% | +570+3.8% | 加碼 |
| Securian Asset Management, Inc | 15,968 | $39.9 萬 | 0.01% | −706−4.2% | 減碼 |
| Fort, L.P. | 15,957 | $39.9 萬 | 0.13% | +15,957 | 新進 |
| Prudential Financial Inc | 15,980 | $40.0 萬 | 0.00% | −1,045−6.1% | 減碼 |
| Meeder Asset Management Inc | 16,021 | $40.0 萬 | 0.02% | +4,764+42.3% | 加碼 |
| Caxton Associates LP | 16,381 | $41.0 萬 | 0.06% | −4,210−20.4% | 減碼 |
| Teza Capital Management LLC | 16,389 | $41.0 萬 | 0.20% | +16,389 | 新進 |
| Scotia Capital Inc. | 16,617 | $41.5 萬 | 0.00% | −7,056−29.8% | 減碼 |
| Engineers Gate Manager LP | 16,697 | $41.7 萬 | 0.02% | −12,613−43.0% | 減碼 |
| Rockland Trust Co | 16,666 | $41.7 萬 | 0.03% | 00.0% | 不變 |
| AE Wealth Management LLC | 16,942 | $42.4 萬 | 0.00% | +2,399+16.5% | 加碼 |
| Ritholtz Wealth Management | 17,015 | $42.5 萬 | 0.03% | +17,015 | 新進 |
| Sciencast Management LP | 18,026 | $44.4 萬 | 0.13% | +18,026 | 新進 |
| Tectonic Advisors LLC | 17,822 | $44.6 萬 | 0.09% | +17,822 | 新進 |
| OmniStar Financial Group, Inc. | 17,932 | $44.8 萬 | 0.53% | +17,932 | 新進 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $45.0 萬 | 0.06% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,259 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 18,722 | $46.8 萬 | 0.00% | −60,185−76.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 18,814 | $47.0 萬 | 0.01% | +20+0.1% | 加碼 |
| Bokf, NA | 19,434 | $48.6 萬 | 0.01% | +19,434 | 新進 |
| Allianz Asset Management GmbH | 19,541 | $48.9 萬 | 0.00% | +19,541 | 新進 |
| Mariner, LLC | 19,718 | $49.3 萬 | 0.00% | +3,657+22.8% | 加碼 |
| Park Circle Co | 20,800 | $52.0 萬 | 0.43% | +20,800 | 新進 |
| Cetera Investment Advisers | 21,042 | $52.6 萬 | 0.01% | +4,545+27.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 21,875 | $54.7 萬 | 0.03% | +13,033+147.4% | 加碼 |
| Standard Life Aberdeen plc | 21,920 | $55.3 萬 | 0.00% | −3,349−13.3% | 減碼 |
| State of Wisconsin Investment Board | 22,433 | $56.1 萬 | 0.00% | +627+2.9% | 加碼 |
| AMP Capital Investors Ltd | 22,421 | $56.1 萬 | 0.00% | +9,000+67.1% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 22,628 | $56.6 萬 | 1.51% | 00.0% | 不變 |
| Archer Investment Corp | 22,800 | $57.0 萬 | 0.21% | 00.0% | 不變 |
| Bank of Nova Scotia | 22,833 | $57.1 萬 | 0.00% | −269,167−92.2% | 減碼 |
| Exchange Traded Concepts, LLC | 23,071 | $57.7 萬 | 0.01% | +23,071 | 新進 |
| ClariVest Asset Management LLC | 24,524 | $61.3 萬 | 0.02% | 00.0% | 不變 |
| AGF Investments LLC | 24,568 | $61.4 萬 | 0.06% | +24,568 | 新進 |
| TSP Capital Management Group, LLC | – | $62.5 萬 | 0.21% | – | – |
| Creative Planning | 25,698 | $64.2 萬 | 0.00% | +2,407+10.3% | 加碼 |
| US Bancorp | 26,174 | $65.4 萬 | 0.00% | +3,108+13.5% | 加碼 |
| Wealthfront Advisers LLC | 27,174 | $67.9 萬 | 0.00% | −58−0.2% | 減碼 |
| Crawford Investment Counsel Inc | 27,140 | $67.9 萬 | 0.01% | +900+3.4% | 加碼 |
| State of Alaska, Department of Revenue | 27,318 | $68.2 萬 | 0.01% | −858−3.0% | 減碼 |
| Bank of Montreal | 26,714 | $68.2 萬 | 0.00% | +1,258+4.9% | 加碼 |
| Eaton Vance Management | 32,748 | $69.7 萬 | 0.00% | −16,411−33.4% | 減碼 |
| HSBC Holdings PLC | 27,799 | $70.0 萬 | 0.00% | −8,002−22.4% | 減碼 |
| APG Asset Management N.V. | 32,500 | $70.1 萬 | 0.00% | −5,400−14.2% | 減碼 |
| Oppenheimer & Co Inc | 28,122 | $70.3 萬 | 0.01% | +28,122 | 新進 |
| Teachers Retirement System of the State of Kentucky | 28,200 | $70.5 萬 | 0.01% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 28,835 | $72.1 萬 | 0.19% | +1,626+6.0% | 加碼 |
| Teacher Retirement System of Texas | 28,908 | $72.3 萬 | 0.00% | +5,122+21.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,413 | $73.5 萬 | 0.01% | −803−2.7% | 減碼 |
| Westpac Banking Corp | 29,600 | $74.0 萬 | 0.01% | +29,600 | 新進 |
| Public Employees Retirement Association of Colorado | 29,907 | $74.8 萬 | 0.00% | 00.0% | 不變 |
| Ashfield Capital Partners, LLC | 30,000 | $75.0 萬 | 0.05% | 00.0% | 不變 |
| Toroso Investments, LLC | 30,145 | $75.4 萬 | 0.03% | +4,976+19.8% | 加碼 |