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 4 季 13F 持有人
H&R Block Inc 在 2021/12/31 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
- 391
- 較 2021 年第 3 季 −3 家
- 持有股數
- 1.44 億
- 較 2021 年第 3 季 −536.7 萬 (−3.6%)
- 總市值
- $33.9 億
- 較 2021 年第 3 季 −$3.41 億 (−9.1%)
- 新進機構
- 44
- 另有 127 家加碼
- 清倉機構
- 47
- 另有 143 家減碼
另有 4 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,452,418 | $5.76 億 | 0.01% | −588,601−2.4% | 減碼 |
| BlackRock Inc. | 22,659,527 | $5.34 億 | 0.01% | +2,932,437+14.9% | 加碼 |
| Jupiter Asset Management Ltd | 11,088,022 | $2.62 億 | 2.87% | −1,044,651−8.6% | 減碼 |
| State Street Corp | 6,928,827 | $1.65 億 | 0.01% | +14,525+0.2% | 加碼 |
| Lazard Asset Management LLC | 5,904,021 | $1.39 億 | 0.15% | +262,017+4.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,641,124 | $8,579 萬 | 0.50% | −44,035−1.2% | 減碼 |
| Northern Trust Corp | 3,006,103 | $7,082 萬 | 0.01% | −50,051−1.6% | 減碼 |
| Artisan Partners Limited Partnership | 2,730,656 | $6,433 萬 | 0.08% | −92,603−3.3% | 減碼 |
| Wellington Management Group LLP | 2,637,773 | $6,215 萬 | 0.01% | +134,143+5.4% | 加碼 |
| Bank of New York Mellon Corp | 2,599,040 | $6,123 萬 | 0.01% | −383,356−12.9% | 減碼 |
| LSV Asset Management | 2,395,300 | $5,643 萬 | 0.10% | +190,720+8.7% | 加碼 |
| Geode Capital Management, LLC | 2,285,359 | $5,389 萬 | 0.01% | −45,832−2.0% | 減碼 |
| Norges Bank | 1,919,641 | $4,523 萬 | 0.01% | +87,873+4.8% | 加碼 |
| Dimensional Fund Advisors LP | 1,861,772 | $4,386 萬 | 0.01% | +4,082+0.2% | 加碼 |
| Royce & Associates LP | 1,808,220 | $4,260 萬 | 0.32% | +1,406,182+349.8% | 加碼 |
| First Trust Advisors LP | 1,645,093 | $3,876 萬 | 0.04% | −113,702−6.5% | 減碼 |
| Goldman Sachs Group Inc | 1,566,232 | $3,690 萬 | 0.01% | −145,947−8.5% | 減碼 |
| Franklin Resources Inc | 1,305,515 | $3,076 萬 | 0.01% | −68,971−5.0% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 1,120,894 | $2,641 萬 | 0.85% | 00.0% | 不變 |
| Morgan Stanley | 1,105,885 | $2,606 萬 | 0.00% | −128,386−10.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,075,895 | $2,535 萬 | 0.03% | −353,916−24.8% | 減碼 |
| Swedbank AB | 1,056,891 | $2,496 萬 | 0.04% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,036,414 | $2,442 萬 | 0.01% | −7,455−0.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,026,061 | $2,417 萬 | 0.03% | −157,547−13.3% | 減碼 |
| Invesco Ltd. | 941,357 | $2,218 萬 | 0.01% | −80,898−7.9% | 減碼 |
| Nuveen Asset Management, LLC | 928,681 | $2,188 萬 | 0.01% | −75,236−7.5% | 減碼 |
| HighTower Advisors, LLC | 926,722 | $2,185 萬 | 0.05% | +79,640+9.4% | 加碼 |
| Fulton Breakefield Broenniman LLC | 893,359 | $2,105 萬 | 1.56% | +7,070+0.8% | 加碼 |
| Principal Financial Group Inc | 879,993 | $2,073 萬 | 0.01% | −143,473−14.0% | 減碼 |
| Parametric Portfolio Associates LLC | 836,274 | $1,970 萬 | 0.01% | +53,932+6.9% | 加碼 |
| Russell Investments Group, Ltd. | 831,260 | $1,958 萬 | 0.03% | −1,058,233−56.0% | 減碼 |
| PGGM Investments | 826,520 | $1,947 萬 | 0.10% | +2,804+0.3% | 加碼 |
| Lodge Hill Capital, LLC | 700,000 | $1,649 萬 | 4.46% | +700,000 | 新進 |
| Boston Partners | 662,282 | $1,562 萬 | 0.02% | +136,075+25.9% | 加碼 |
| Schroder Investment Management Group | 651,044 | $1,534 萬 | 0.02% | −458,500−41.3% | 減碼 |
| Fidelity National Financial, Inc. | 636,854 | $1,500 萬 | 1.25% | 00.0% | 不變 |
| Peregrine Capital Management LLC | 635,996 | $1,498 萬 | 0.30% | −117,158−15.6% | 減碼 |
| American Century Companies Inc | 635,265 | $1,497 萬 | 0.01% | −903,729−58.7% | 減碼 |
| Advisors Asset Management, Inc. | 592,130 | $1,395 萬 | 0.20% | −4,667−0.8% | 減碼 |
| JPMorgan Chase & Co | 580,981 | $1,369 萬 | 0.00% | +113,034+24.2% | 加碼 |
| Bank of America Corp | 553,008 | $1,303 萬 | 0.00% | +77,752+16.4% | 加碼 |
| Invenomic Capital Management LP | 503,869 | $1,187 萬 | 2.79% | +111,936+28.6% | 加碼 |
| Ameriprise Financial Inc | 494,359 | $1,165 萬 | 0.00% | +135,471+37.7% | 加碼 |
| NewEdge Wealth, LLC | 485,583 | $1,144 萬 | 0.48% | +110,338+29.4% | 加碼 |
| South Dakota Investment Council | 478,547 | $1,128 萬 | 0.19% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 478,238 | $1,127 萬 | 0.09% | +423,277+770.1% | 加碼 |
| Rhumbline Advisers | 472,808 | $1,114 萬 | 0.01% | +1,796+0.4% | 加碼 |
| Wells Fargo & Company | 471,826 | $1,112 萬 | 0.00% | −680,001−59.0% | 減碼 |
| AQR Capital Management LLC | 433,558 | $1,022 萬 | 0.02% | −632,724−59.3% | 減碼 |
| Victory Capital Management Inc | 431,823 | $1,017 萬 | 0.01% | +204,677+90.1% | 加碼 |
| UBS Group AG | 430,092 | $1,013 萬 | 0.00% | −40,549−8.6% | 減碼 |
| UBS Asset Management Americas Inc | 413,946 | $975.3 萬 | 0.00% | +35,399+9.4% | 加碼 |
| Miller Value Partners, LLC | 410,000 | $966.0 萬 | 0.34% | +20,000+5.1% | 加碼 |
| Swiss National Bank | 391,700 | $922.8 萬 | 0.01% | −9,200−2.3% | 減碼 |
| California Public Employees Retirement System | 390,187 | $919.3 萬 | 0.01% | −39,090−9.1% | 減碼 |
| SEI Investments Co | 389,491 | $907.0 萬 | 0.02% | +156,921+67.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 380,582 | $896.7 萬 | 0.16% | −10,917−2.8% | 減碼 |
| Brandywine Global Investment Management, LLC | 368,725 | $868.7 萬 | 0.06% | 00.0% | 不變 |
| Hotchkis & Wiley Capital Management LLC | 367,860 | $866.7 萬 | 0.03% | −1,967,220−84.2% | 減碼 |
| Sound Income Strategies, LLC | 346,419 | $816.2 萬 | 0.96% | +23,162+7.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 342,507 | $806.9 萬 | 0.01% | +342,507 | 新進 |
| Gilman Hill Asset Management, LLC | 330,795 | $779.4 萬 | 1.74% | +35,788+12.1% | 加碼 |
| Storebrand Asset Management AS | 316,617 | $745.9 萬 | 0.03% | +95,334+43.1% | 加碼 |
| American International Group, Inc. | 298,180 | $702.5 萬 | 0.04% | −9,693−3.1% | 減碼 |
| Legal & General Group Plc | 293,262 | $691.0 萬 | 0.00% | −856−0.3% | 減碼 |
| Squarepoint Ops LLC | 284,586 | $670.5 萬 | 0.03% | +71,164+33.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 272,007 | $641.0 萬 | 0.01% | +118,646+77.4% | 加碼 |
| Alliancebernstein L.P. | 271,892 | $640.6 萬 | 0.00% | −8,567−3.1% | 減碼 |
| New York State Common Retirement Fund | 256,064 | $603.3 萬 | 0.01% | −2,379−0.9% | 減碼 |
| Kestrel Investment Management Corp | 255,650 | $602.3 萬 | 2.72% | −3,400−1.3% | 減碼 |
| California State Teachers Retirement System | 248,264 | $584.9 萬 | 0.01% | −56,967−18.7% | 減碼 |
| Citadel Advisors LLC | 240,545 | $566.7 萬 | 0.01% | −7,553−3.0% | 減碼 |
| Financial Counselors Inc | 237,205 | $558.9 萬 | 0.11% | −867−0.4% | 減碼 |
| Renaissance Technologies LLC | 236,900 | $558.1 萬 | 0.01% | −288,100−54.9% | 減碼 |
| New York State Teachers Retirement System | 235,600 | $555.1 萬 | 0.01% | −13,970−5.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 232,997 | $548.9 萬 | 0.01% | −3,554−1.5% | 減碼 |
| Retirement Systems of Alabama | 229,982 | $541.8 萬 | 0.02% | −565−0.2% | 減碼 |
| Royal Bank of Canada | 224,727 | $529.4 萬 | 0.00% | +21,150+10.4% | 加碼 |
| Ibex Wealth Advisors | 199,389 | $469.8 萬 | 0.83% | +199,389 | 新進 |
| Manufacturers Life Insurance Company, The | 198,429 | $467.5 萬 | 0.00% | −6,885−3.4% | 減碼 |
| Clark Estates Inc | 195,000 | $459.4 萬 | 0.67% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 190,700 | $449.3 萬 | 0.27% | −81,800−30.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 179,769 | $423.5 萬 | 0.01% | −126,840−41.4% | 減碼 |
| Pacer Advisors, Inc. | 174,798 | $411.8 萬 | 0.04% | +35,949+25.9% | 加碼 |
| Rodgers Brothers Inc. | 163,550 | $385.3 萬 | 0.69% | −20,175−11.0% | 減碼 |
| Mutual of America Capital Management LLC | 157,113 | $370.2 萬 | 0.04% | +590.0% | 加碼 |
| Teacher Retirement System of Texas | 156,338 | $368.3 萬 | 0.02% | +127,430+440.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 154,541 | $364.1 萬 | 0.01% | +9,935+6.9% | 加碼 |
| Credit Suisse AG | 152,275 | $358.8 萬 | 0.00% | −30,601−16.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 151,899 | $358.4 萬 | 0.01% | −18,619−10.9% | 減碼 |
| AXA S.A. | 149,000 | $351.0 萬 | 0.01% | 00.0% | 不變 |
| Carolina Wealth Advisors, LLC | 147,948 | $348.6 萬 | 1.97% | +8,931+6.4% | 加碼 |
| Barclays PLC | 133,819 | $315.3 萬 | 0.00% | −327,770−71.0% | 減碼 |
| Stifel Financial Corp | 132,071 | $311.2 萬 | 0.00% | −80,877−38.0% | 減碼 |
| Amalgamated Bank | 130,612 | $307.7 萬 | 0.02% | −6,850−5.0% | 減碼 |
| Hussman Strategic Advisors, Inc. | 130,000 | $306.3 萬 | 0.67% | +26,000+25.0% | 加碼 |
| Texas Permanent School Fund | 127,177 | $299.6 萬 | 0.04% | −4,536−3.4% | 減碼 |
| Voya Investment Management LLC | 126,412 | $297.8 萬 | 0.01% | −41,162−24.6% | 減碼 |
| Tudor Investment Corp Et Al | 123,958 | $292.0 萬 | 0.06% | +114,875+1,264.7% | 加碼 |
| Envestnet Asset Management Inc | 121,598 | $286.5 萬 | 0.00% | −32,802−21.2% | 減碼 |