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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 32,136 | $80.4 萬 | 0.00% | −4,060−11.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 32,300 | $80.8 萬 | 0.01% | −256−0.8% | 減碼 |
| V Wealth Advisors LLC | 32,500 | $81.3 萬 | 0.13% | −500−1.5% | 減碼 |
| Seven Eight Capital, LP | 33,083 | $82.7 萬 | 0.08% | +33,083 | 新進 |
| Handelsbanken Fonder AB | 33,600 | $84.0 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 34,550 | $86.4 萬 | 0.00% | −53,902−60.9% | 減碼 |
| Xponance, Inc. | 34,773 | $86.9 萬 | 0.02% | −1,450−4.0% | 減碼 |
| Ceera Investments, LLC | 34,925 | $87.3 萬 | 0.48% | +11,425+48.6% | 加碼 |
| M&T Bank Corp | 35,569 | $89.0 萬 | 0.00% | +60+0.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 35,795 | $89.5 萬 | 0.00% | −2,873−7.4% | 減碼 |
| Glenmede Trust Co NA | 37,321 | $93.2 萬 | 0.00% | +22,083+144.9% | 加碼 |
| Vident Investment Advisory, LLC | 37,543 | $93.9 萬 | 0.03% | +37,543 | 新進 |
| Aviance Capital Partners, LLC | 37,582 | $94.0 萬 | 0.17% | +37,582 | 新進 |
| New Mexico Educational Retirement Board | 38,000 | $95.0 萬 | 0.03% | 00.0% | 不變 |
| Trilogy Capital Inc. | 38,452 | $96.1 萬 | 0.07% | −40.0% | 減碼 |
| Cairn Investment Group, Inc. | 38,505 | $96.2 萬 | 0.71% | +8,975+30.4% | 加碼 |
| Metropolitan Life Insurance Co | 39,279 | $98.2 萬 | 0.01% | −2,107−5.1% | 減碼 |
| HRT Financial LP | 39,546 | $98.8 萬 | 0.01% | −191,899−82.9% | 減碼 |
| Commerce Bank | 40,204 | $100.5 萬 | 0.01% | −292−0.7% | 減碼 |
| Prairiewood Capital, LLC | 40,377 | $100.9 萬 | 0.83% | +860+2.2% | 加碼 |
| Ruffer LLP | 40,000 | $101.4 萬 | 0.03% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 42,255 | $105.6 萬 | 0.01% | +2,755+7.0% | 加碼 |
| Winton Group Ltd | 42,328 | $105.8 萬 | 0.06% | +17,787+72.5% | 加碼 |
| Occudo Quantitative Strategies LP | 43,229 | $108.1 萬 | 0.13% | +28,347+190.5% | 加碼 |
| Macquarie Group Ltd | 44,246 | $110.6 萬 | 0.00% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 44,537 | $111.3 萬 | 0.01% | −23,008−34.1% | 減碼 |
| WBI Investments | 44,557 | $111.3 萬 | 0.19% | +44,557 | 新進 |
| State of Michigan Retirement System | 44,600 | $111.5 萬 | 0.01% | −1,100−2.4% | 減碼 |
| Louisiana State Employees Retirement System | 45,400 | $113.5 萬 | 0.03% | −1,700−3.6% | 減碼 |
| Argyle Capital Management Inc. | 45,950 | $114.9 萬 | 0.38% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 46,541 | $116.4 萬 | 0.00% | −149,209−76.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 47,165 | $117.9 萬 | 0.04% | −1,874−3.8% | 減碼 |
| Hodges Capital Management Inc. | 47,723 | $119.3 萬 | 0.09% | +18,723+64.6% | 加碼 |
| Commonwealth Equity Services, LLC | 49,406 | $123.5 萬 | 0.00% | −5,539−10.1% | 減碼 |
| Arizona State Retirement System | 49,420 | $123.6 萬 | 0.01% | −438−0.9% | 減碼 |
| Shilanski & Associates, Inc. | 50,041 | $125.1 萬 | 0.58% | +50,041 | 新進 |
| Simplex Trading, LLC | 54,056 | $128.5 萬 | 0.05% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 54,961 | $137.4 萬 | 0.02% | −75,084−57.7% | 減碼 |
| Huber Capital Management LLC | 55,617 | $139.0 萬 | 0.36% | −14,000−20.1% | 減碼 |
| Alberta Investment Management Corp | 56,800 | $142.0 萬 | 0.01% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 58,049 | $145.1 萬 | 0.78% | −16,679−22.3% | 減碼 |
| D.A. Davidson & Co. | 58,746 | $146.9 萬 | 0.02% | +6,854+13.2% | 加碼 |
| Asset Management One Co.,Ltd. | 58,787 | $146.9 萬 | 0.01% | +9,761+19.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,825 | $147.1 萬 | 0.02% | −1,616−2.7% | 減碼 |
| Barnett & Company, Inc. | 58,850 | $147.1 萬 | 1.11% | −600−1.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 59,803 | $149.5 萬 | 0.02% | +59,803 | 新進 |
| Oregon Public Employees Retirement Fund | 61,163 | $152.9 萬 | 0.02% | −1,422−2.3% | 減碼 |
| Auxier Asset Management | 61,602 | $154.0 萬 | 0.26% | −150−0.2% | 減碼 |
| NN Investment Partners Holdings N.V. | 63,900 | $159.8 萬 | 0.01% | +63,900 | 新進 |
| Treasurer of the State of North Carolina | 64,202 | $160.5 萬 | 0.01% | +999+1.6% | 加碼 |
| Mork Capital Management, LLC | 64,500 | $161.3 萬 | 1.38% | 00.0% | 不變 |
| LPL Financial LLC | 65,196 | $163.0 萬 | 0.00% | −10,643−14.0% | 減碼 |
| Jump Financial, LLC | 67,100 | $167.8 萬 | 0.12% | +67,100 | 新進 |
| O'Shares Investment Advisers, LLC | 67,180 | $168.0 萬 | 0.12% | +67,180 | 新進 |
| Round Hill Asset Management | 72,054 | $180.1 萬 | 0.90% | −350−0.5% | 減碼 |
| Green Square Capital Advisors LLC | 73,477 | $183.7 萬 | 0.42% | +73,477 | 新進 |
| Raymond James & Associates | 74,862 | $187.2 萬 | 0.00% | −43,752−36.9% | 減碼 |
| Nisa Investment Advisors, LLC | 75,360 | $188.4 萬 | 0.01% | 00.0% | 不變 |
| Millennium Management LLC | 77,761 | $194.4 萬 | 0.00% | −609,177−88.7% | 減碼 |
| Kingsview Wealth Management, LLC | 77,817 | $194.5 萬 | 0.09% | +65,350+524.2% | 加碼 |
| Blueshift Asset Management, LLC | 78,449 | $196.1 萬 | 0.11% | +78,449 | 新進 |
| Gabelli Funds LLC | 78,500 | $196.3 萬 | 0.01% | −70,000−47.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 80,879 | $202.2 萬 | 0.00% | +4,848+6.4% | 加碼 |
| Quantedge Capital Pte Ltd | 82,500 | $206.3 萬 | 1.00% | 00.0% | 不變 |
| Jennison Associates LLC | 83,157 | $207.9 萬 | 0.00% | +83,157 | 新進 |
| Davy Global Fund Management Ltd | 84,461 | $211.2 萬 | 0.32% | −4,970−5.6% | 減碼 |
| Roosevelt Investment Group LLC | 85,000 | $212.5 萬 | 0.13% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 85,154 | $212.9 萬 | 0.00% | +20,193+31.1% | 加碼 |
| MetLife Investment Management | 85,539 | $213.8 萬 | 0.02% | −5,117−5.6% | 減碼 |
| Comerica Bank | 87,116 | $214.3 萬 | 0.01% | −18,651−17.6% | 減碼 |
| Two Sigma Investments, LP | 85,740 | $214.4 萬 | 0.01% | −1,093,104−92.7% | 減碼 |
| Price T Rowe Associates Inc | 85,908 | $214.8 萬 | 0.00% | +390.0% | 加碼 |
| Advisor Group Holdings, Inc. | 86,896 | $217.4 萬 | 0.00% | +62,752+259.9% | 加碼 |
| River & Mercantile Asset Management LLP | 92,160 | $230.5 萬 | 0.18% | 00.0% | 不變 |
| Range Financial Group LLC | 94,025 | $235.1 萬 | 1.69% | −1,638−1.7% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 94,123 | $235.3 萬 | 0.12% | +7,255+8.4% | 加碼 |
| Great West Life Assurance Co | 93,852 | $236.5 萬 | 0.01% | +13,707+17.1% | 加碼 |
| Human Investing LLC | 98,978 | $247.4 萬 | 0.58% | −4,251−4.1% | 減碼 |
| Burney Co | 99,987 | $250.0 萬 | 0.12% | −4,444−4.3% | 減碼 |
| Alaska Permanent Fund Corp | 102,000 | $255.0 萬 | 0.05% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 104,000 | $260.0 萬 | 0.57% | +66,800+179.6% | 加碼 |
| Mercer Global Advisors Inc | 105,057 | $262.6 萬 | 0.02% | +3,612+3.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 110,000 | $275.0 萬 | 0.04% | +110,000 | 新進 |
| Deutsche Bank AG | 110,985 | $277.4 萬 | 0.00% | +71,369+180.2% | 加碼 |
| Public Employees Retirement System of Ohio | 112,930 | $282.3 萬 | 0.01% | +9,258+8.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 113,247 | $283.1 萬 | 0.01% | +185+0.2% | 加碼 |
| Man Group plc | 114,725 | $286.8 萬 | 0.01% | −614,070−84.3% | 減碼 |
| Virginia Retirement Systems Et Al | 115,200 | $288.0 萬 | 0.03% | −2,500−2.1% | 減碼 |
| Dorsey Wright & Associates | 116,898 | $292.2 萬 | 0.64% | +116,898 | 新進 |
| Cubist Systematic Strategies, LLC | 119,127 | $297.8 萬 | 0.04% | −309,387−72.2% | 減碼 |
| AlphaCrest Capital Management LLC | 119,882 | $299.7 萬 | 0.15% | +74,361+163.4% | 加碼 |
| Texas Permanent School Fund | 131,713 | $329.3 萬 | 0.04% | −3,494−2.6% | 減碼 |
| Amalgamated Bank | 137,462 | $343.7 萬 | 0.03% | −15,936−10.4% | 減碼 |
| Janus Henderson Group PLC | 138,045 | $345.1 萬 | 0.00% | −90,265−39.5% | 減碼 |
| Pacer Advisors, Inc. | 138,849 | $347.1 萬 | 0.04% | +14,073+11.3% | 加碼 |
| Carolina Wealth Advisors, LLC | 139,017 | $347.5 萬 | 2.30% | −5,347−3.7% | 減碼 |
| Acadian Asset Management LLC | 144,372 | $360.7 萬 | 0.01% | −26,345−15.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 144,606 | $361.5 萬 | 0.01% | +42,271+41.3% | 加碼 |
| Ensign Peak Advisors, Inc | 148,812 | $372.1 萬 | 0.01% | −910−0.6% | 減碼 |
| AXA S.A. | 149,000 | $372.5 萬 | 0.01% | +60,100+67.6% | 加碼 |