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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 9,163 | $21.6 萬 | 0.00% | +169+1.9% | 加碼 |
| Utah Retirement Systems | 9,200 | $21.7 萬 | 0.00% | −100−1.1% | 減碼 |
| Shelton Capital Management | 9,215 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 9,315 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 9,335 | $22.0 萬 | 0.00% | −182−1.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,627 | $22.7 萬 | 0.00% | +932+10.7% | 加碼 |
| Profund Advisors LLC | 10,006 | $23.6 萬 | 0.01% | −191−1.9% | 減碼 |
| One Wealth Advisors, LLC | 10,249 | $24.1 萬 | 0.06% | −1,205−10.5% | 減碼 |
| 1620 Investment Advisors, Inc. | 10,338 | $24.4 萬 | 0.27% | +10,338 | 新進 |
| Kestra Advisory Services, LLC | 10,421 | $24.6 萬 | 0.00% | −5,345−33.9% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 10,446 | $24.6 萬 | 0.11% | +360+3.6% | 加碼 |
| Allworth Financial LP | 10,860 | $25.6 萬 | 0.00% | +115+1.1% | 加碼 |
| Brown Advisory Inc | 10,913 | $25.7 萬 | 0.00% | −1,000−8.4% | 減碼 |
| Pictet Asset Management SA | 10,937 | $25.8 萬 | 0.00% | −1,963−15.2% | 減碼 |
| Truist Financial Corp | 11,343 | $26.7 萬 | 0.00% | −7,379−39.4% | 減碼 |
| Essex Financial Services, Inc. | 11,435 | $26.9 萬 | 0.03% | +1,075+10.4% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 11,810 | $27.8 萬 | 0.01% | +2,962+33.5% | 加碼 |
| Bayesian Capital Management, LP | 11,988 | $28.2 萬 | 0.09% | +11,988 | 新進 |
| Neo Ivy Capital Management | 12,307 | $29.0 萬 | 0.42% | +3,794+44.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 12,702 | $29.9 萬 | 0.02% | −962−7.0% | 減碼 |
| AdvisorNet Financial, Inc | 12,761 | $30.1 萬 | 0.02% | −214−1.6% | 減碼 |
| Bartlett & Co. LLC | 13,200 | $31.4 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 13,200 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 13,507 | $31.8 萬 | 0.02% | −109−0.8% | 減碼 |
| Principle Wealth Partners LLC | 13,540 | $31.9 萬 | 0.03% | 00.0% | 不變 |
| Agf Investments Inc. | 13,838 | $32.6 萬 | 0.00% | +6,438+87.0% | 加碼 |
| Sciencast Management LP | 13,460 | $33.3 萬 | 0.06% | −4,566−25.3% | 減碼 |
| Alpha Omega Wealth Management LLC | 14,748 | $33.3 萬 | 0.05% | +75+0.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,280 | $33.6 萬 | 0.00% | +1,702+13.5% | 加碼 |
| Chicago Trust Co NA | 14,500 | $34.2 萬 | 0.07% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 14,650 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| Legacy Bridge, LLC | 14,785 | $34.8 萬 | 0.18% | +160+1.1% | 加碼 |
| RBF Capital, LLC | 15,000 | $35.3 萬 | 0.02% | 00.0% | 不變 |
| Prudential Financial Inc | 14,441 | $35.5 萬 | 0.00% | −1,539−9.6% | 減碼 |
| MSH Capital Advisors LLC | 15,350 | $36.2 萬 | 0.16% | +15,350 | 新進 |
| Fox Run Management, L.L.C. | 15,354 | $36.2 萬 | 0.21% | +15,354 | 新進 |
| Ci Investments Inc. | 15,478 | $36.5 萬 | 0.00% | +6,011+63.5% | 加碼 |
| Securian Asset Management, Inc | 15,730 | $37.1 萬 | 0.01% | −238−1.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 15,892 | $37.4 萬 | 0.00% | +1,231+8.4% | 加碼 |
| Rockland Trust Co | 16,666 | $39.3 萬 | 0.03% | 00.0% | 不變 |
| ProShare Advisors LLC | 16,762 | $39.4 萬 | 0.00% | +3,581+27.2% | 加碼 |
| Aigen Investment Management, LP | 16,816 | $40.0 萬 | 0.02% | +16,816 | 新進 |
| Scotia Capital Inc. | 17,067 | $40.2 萬 | 0.00% | +450+2.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 17,481 | $41.2 萬 | 0.14% | +17,481 | 新進 |
| Tradewinds, LLC. | 8,581 | $41.5 萬 | 0.49% | +8,581 | 新進 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $42.4 萬 | 0.05% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 18,000 | $42.5 萬 | 0.00% | +8,500+89.5% | 加碼 |
| PEAK6 Investments LLC | 18,079 | $42.6 萬 | 0.01% | +18,079 | 新進 |
| Pearl River Capital, LLC | 18,559 | $43.7 萬 | 0.12% | +3,448+22.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 18,757 | $44.2 萬 | 0.00% | +5,334+39.7% | 加碼 |
| Cetera Investment Advisers | 19,179 | $45.2 萬 | 0.01% | −1,863−8.9% | 減碼 |
| Bokf, NA | 20,773 | $48.9 萬 | 0.01% | +1,339+6.9% | 加碼 |
| Park Circle Co | 20,800 | $49.0 萬 | 0.40% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 21,021 | $49.5 萬 | 0.00% | −899−4.1% | 減碼 |
| Ritholtz Wealth Management | 21,169 | $49.9 萬 | 0.03% | +4,154+24.4% | 加碼 |
| State of Wisconsin Investment Board | 21,679 | $51.1 萬 | 0.00% | −754−3.4% | 減碼 |
| V Wealth Advisors LLC | 21,800 | $51.4 萬 | 0.08% | −10,700−32.9% | 減碼 |
| OmniStar Financial Group, Inc. | 21,941 | $51.6 萬 | 0.53% | +4,009+22.4% | 加碼 |
| Mariner, LLC | 22,123 | $52.1 萬 | 0.00% | +2,405+12.2% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 22,313 | $52.7 萬 | 1.32% | −315−1.4% | 減碼 |
| Archer Investment Corp | 22,800 | $53.7 萬 | 0.18% | 00.0% | 不變 |
| Fort, L.P. | 23,020 | $54.2 萬 | 0.18% | +7,063+44.3% | 加碼 |
| Westpac Banking Corp | 23,091 | $54.4 萬 | 0.01% | −6,509−22.0% | 減碼 |
| Gyon Technologies Capital Management, LP | 23,144 | $54.5 萬 | 0.10% | +12,891+125.7% | 加碼 |
| Exchange Traded Concepts, LLC | 23,497 | $55.4 萬 | 0.01% | +426+1.8% | 加碼 |
| Prelude Capital Management, LLC | 23,528 | $55.4 萬 | 0.03% | +23,528 | 新進 |
| US Bancorp | 24,110 | $56.8 萬 | 0.00% | −2,064−7.9% | 減碼 |
| ClariVest Asset Management LLC | 24,524 | $57.8 萬 | 0.02% | 00.0% | 不變 |
| Bank of Montreal | 24,688 | $58.5 萬 | 0.00% | −2,026−7.6% | 減碼 |
| TSP Capital Management Group, LLC | – | $58.9 萬 | 0.20% | – | – |
| State of Alaska, Department of Revenue | 25,423 | $59.8 萬 | 0.01% | −1,895−6.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,370 | $59.8 萬 | 0.00% | +7,111+38.9% | 加碼 |
| Eagle Harbor Asset Management Inc | 25,052 | $60.4 萬 | 0.80% | +25,052 | 新進 |
| AlphaCrest Capital Management LLC | 26,022 | $61.3 萬 | 0.02% | −93,860−78.3% | 減碼 |
| Wealthfront Advisers LLC | 26,435 | $62.2 萬 | 0.00% | −739−2.7% | 減碼 |
| Crawford Investment Counsel Inc | 27,140 | $63.9 萬 | 0.01% | 00.0% | 不變 |
| Millennium Management LLC | 28,059 | $66.1 萬 | 0.00% | −49,702−63.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 28,200 | $66.4 萬 | 0.01% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 28,614 | $67.4 萬 | 0.06% | +23,606+471.4% | 加碼 |
| Advisor Group Holdings, Inc. | 28,823 | $67.9 萬 | 0.00% | −58,073−66.8% | 減碼 |
| Duality Advisers, LP | 29,038 | $68.4 萬 | 0.07% | +29,038 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 29,114 | $68.6 萬 | 0.01% | −299−1.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 29,150 | $68.7 萬 | 0.03% | +7,275+33.3% | 加碼 |
| Federated Hermes, Inc. | 29,524 | $69.7 萬 | 0.00% | −2,612−8.1% | 減碼 |
| Camarda Financial Advisors, LLC | 29,708 | $70.0 萬 | 0.40% | +29,708 | 新進 |
| Public Employees Retirement Association of Colorado | 29,907 | $70.5 萬 | 0.00% | 00.0% | 不變 |
| Ashfield Capital Partners, LLC | 30,000 | $70.7 萬 | 0.05% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 30,608 | $72.1 萬 | 0.17% | +1,773+6.1% | 加碼 |
| Creative Planning | 30,707 | $72.3 萬 | 0.00% | +5,009+19.5% | 加碼 |
| CWM Advisors, LLC | 30,693 | $72.3 萬 | 0.08% | +30,693 | 新進 |
| Aviance Capital Partners, LLC | 31,097 | $73.3 萬 | 0.12% | −6,485−17.3% | 減碼 |
| AE Wealth Management LLC | 31,202 | $73.5 萬 | 0.01% | +14,260+84.2% | 加碼 |
| Kingsview Wealth Management, LLC | 31,260 | $73.6 萬 | 0.03% | −46,557−59.8% | 減碼 |
| AGF Investments LLC | 32,230 | $75.9 萬 | 0.06% | +7,662+31.2% | 加碼 |
| Gamco Investors, Inc. Et Al | 32,300 | $76.1 萬 | 0.01% | 00.0% | 不變 |
| Deutsche Bank AG | 32,324 | $76.2 萬 | 0.00% | −78,661−70.9% | 減碼 |
| Eaton Vance Management | 32,795 | $77.3 萬 | 0.00% | +47+0.1% | 加碼 |
| Xponance, Inc. | 33,603 | $79.2 萬 | 0.01% | −1,170−3.4% | 減碼 |
| Handelsbanken Fonder AB | 33,600 | $79.2 萬 | 0.00% | 00.0% | 不變 |