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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 34,174 | $80.5 萬 | 0.14% | +16,352+91.8% | 加碼 |
| WBI Investments | 35,116 | $82.7 萬 | 0.13% | −9,441−21.2% | 減碼 |
| Echo Street Capital Management LLC | 35,108 | $82.7 萬 | 0.01% | +35,108 | 新進 |
| Prairiewood Capital, LLC | 35,533 | $83.7 萬 | 0.66% | −4,844−12.0% | 減碼 |
| M&T Bank Corp | 35,612 | $83.9 萬 | 0.00% | +43+0.1% | 加碼 |
| Toroso Investments, LLC | 36,365 | $85.7 萬 | 0.03% | +6,220+20.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 36,853 | $86.8 萬 | 0.00% | +1,058+3.0% | 加碼 |
| Janus Henderson Group PLC | 37,873 | $89.2 萬 | 0.00% | −100,172−72.6% | 減碼 |
| New Mexico Educational Retirement Board | 38,000 | $89.5 萬 | 0.03% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 38,019 | $89.6 萬 | 0.01% | −1,260−3.2% | 減碼 |
| Cairn Investment Group, Inc. | 38,490 | $90.7 萬 | 0.62% | −150.0% | 減碼 |
| United Capital Financial Advisers, LLC | 38,892 | $91.6 萬 | 0.00% | −5,645−12.7% | 減碼 |
| Trilogy Capital Inc. | 39,864 | $93.9 萬 | 0.07% | +1,412+3.7% | 加碼 |
| Commerce Bank | 40,225 | $94.8 萬 | 0.01% | +21+0.1% | 加碼 |
| SG Americas Securities, LLC | 40,327 | $95.0 萬 | 0.01% | +40,327 | 新進 |
| Harrison & Co Wealth Management, LLC | 40,379 | $95.1 萬 | 0.80% | +40,379 | 新進 |
| Bank of Nova Scotia | 40,394 | $95.2 萬 | 0.00% | +17,561+76.9% | 加碼 |
| Paloma Partners Management Co | 40,563 | $95.6 萬 | 0.03% | +40,563 | 新進 |
| Holocene Advisors, LP | 40,587 | $95.6 萬 | 0.01% | +40,587 | 新進 |
| Parallax Volatility Advisers, L.P. | 42,753 | $100.7 萬 | 0.01% | +498+1.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 43,315 | $102.1 萬 | 0.01% | −75,812−63.6% | 減碼 |
| Macquarie Group Ltd | 44,246 | $104.3 萬 | 0.00% | 00.0% | 不變 |
| State of Michigan Retirement System | 44,500 | $104.8 萬 | 0.01% | −100−0.2% | 減碼 |
| Louisiana State Employees Retirement System | 45,100 | $106.3 萬 | 0.02% | −300−0.7% | 減碼 |
| Huber Capital Management LLC | 45,817 | $107.9 萬 | 0.28% | −9,800−17.6% | 減碼 |
| Argyle Capital Management Inc. | 45,950 | $108.3 萬 | 0.34% | 00.0% | 不變 |
| Ceera Investments, LLC | 46,264 | $109.0 萬 | 0.56% | +11,339+32.5% | 加碼 |
| Thrivent Financial for Lutherans | 46,309 | $109.1 萬 | 0.00% | −232−0.5% | 減碼 |
| Hodges Capital Management Inc. | 47,092 | $111.0 萬 | 0.08% | −631−1.3% | 減碼 |
| Vident Investment Advisory, LLC | 47,113 | $111.0 萬 | 0.03% | +9,570+25.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 47,165 | $111.1 萬 | 0.04% | 00.0% | 不變 |
| Arizona State Retirement System | 47,923 | $112.9 萬 | 0.01% | −1,497−3.0% | 減碼 |
| Teza Capital Management LLC | 49,087 | $115.6 萬 | 0.31% | +32,698+199.5% | 加碼 |
| LPL Financial LLC | 49,141 | $115.8 萬 | 0.00% | −16,055−24.6% | 減碼 |
| Shilanski & Associates, Inc. | 50,552 | $119.9 萬 | 0.51% | +511+1.0% | 加碼 |
| Commonwealth Equity Services, LLC | 52,390 | $123.4 萬 | 0.00% | +2,984+6.0% | 加碼 |
| Rings Capital Management LLC | 53,000 | $124.9 萬 | 0.51% | −100,000−65.4% | 減碼 |
| Engineers Gate Manager LP | 54,148 | $127.6 萬 | 0.06% | +37,451+224.3% | 加碼 |
| Jane Street Group, LLC | 54,417 | $128.2 萬 | 0.00% | +19,867+57.5% | 加碼 |
| Convergence Investment Partners, LLC | 57,609 | $135.7 萬 | 0.69% | −440−0.8% | 減碼 |
| Susquehanna International Group, LLP | 57,827 | $136.2 萬 | 0.00% | −27,327−32.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 57,863 | $136.3 萬 | 0.02% | −3,300−5.4% | 減碼 |
| Barnett & Company, Inc. | 58,100 | $136.9 萬 | 0.95% | −750−1.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,229 | $137.2 萬 | 0.01% | −596−1.0% | 減碼 |
| Gabelli Funds LLC | 58,500 | $137.8 萬 | 0.01% | −20,000−25.5% | 減碼 |
| Citigroup Inc | 59,358 | $139.9 萬 | 0.00% | −179,083−75.1% | 減碼 |
| D.A. Davidson & Co. | 59,568 | $140.3 萬 | 0.01% | +822+1.4% | 加碼 |
| NN Investment Partners Holdings N.V. | 59,600 | $140.5 萬 | 0.01% | −4,300−6.7% | 減碼 |
| Auxier Asset Management | 61,302 | $144.4 萬 | 0.22% | −300−0.5% | 減碼 |
| Treasurer of the State of North Carolina | 63,742 | $150.2 萬 | 0.01% | −460−0.7% | 減碼 |
| HRT Financial LP | 64,010 | $150.8 萬 | 0.01% | +24,464+61.9% | 加碼 |
| Mork Capital Management, LLC | 64,500 | $152.0 萬 | 1.03% | 00.0% | 不變 |
| Simplex Trading, LLC | 69,172 | $162.9 萬 | 0.05% | +15,116+28.0% | 加碼 |
| O'Shares Investment Advisers, LLC | 69,571 | $163.9 萬 | 0.12% | +2,391+3.6% | 加碼 |
| Ensign Peak Advisors, Inc | 70,192 | $165.4 萬 | 0.00% | −78,620−52.8% | 減碼 |
| Man Group plc | 70,197 | $165.4 萬 | 0.01% | −44,528−38.8% | 減碼 |
| Alberta Investment Management Corp | 70,389 | $165.8 萬 | 0.01% | +13,589+23.9% | 加碼 |
| Round Hill Asset Management | 70,954 | $167.2 萬 | 0.84% | −1,100−1.5% | 減碼 |
| Green Square Capital Advisors LLC | 74,034 | $174.4 萬 | 0.34% | +557+0.8% | 加碼 |
| Comerica Bank | 87,239 | $190.8 萬 | 0.01% | +123+0.1% | 加碼 |
| Seizert Capital Partners, LLC | 81,515 | $192.0 萬 | 0.09% | +81,515 | 新進 |
| Winton Group Ltd | 81,545 | $192.1 萬 | 0.12% | +39,217+92.7% | 加碼 |
| Price T Rowe Associates Inc | 82,500 | $194.4 萬 | 0.00% | −3,408−4.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 83,387 | $196.5 萬 | 0.00% | +2,508+3.1% | 加碼 |
| Edgestream Partners, L.P. | 84,528 | $199.1 萬 | 0.12% | +84,528 | 新進 |
| MetLife Investment Management | 85,112 | $200.5 萬 | 0.02% | −427−0.5% | 減碼 |
| Davy Global Fund Management Ltd | 85,855 | $202.3 萬 | 0.31% | +1,394+1.7% | 加碼 |
| HSBC Holdings PLC | 86,485 | $204.3 萬 | 0.00% | +58,686+211.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 86,930 | $204.8 萬 | 0.05% | −92,760−51.6% | 減碼 |
| Guggenheim Capital LLC | 89,590 | $211.1 萬 | 0.01% | −91,834−50.6% | 減碼 |
| Virginia Retirement Systems Et Al | 90,100 | $212.3 萬 | 0.02% | −25,100−21.8% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 91,700 | $216.0 萬 | 0.10% | −2,423−2.6% | 減碼 |
| Roosevelt Investment Group LLC | 92,000 | $216.8 萬 | 0.12% | +7,000+8.2% | 加碼 |
| River & Mercantile Asset Management LLP | 92,700 | $218.4 萬 | 0.17% | +540+0.6% | 加碼 |
| Range Financial Group LLC | 94,356 | $222.3 萬 | 1.46% | +331+0.4% | 加碼 |
| Gsa Capital Partners LLP | 94,361 | $222.3 萬 | 0.28% | +94,361 | 新進 |
| Quantedge Capital Pte Ltd | 94,500 | $222.6 萬 | 0.94% | +12,000+14.5% | 加碼 |
| Public Employees Retirement System of Ohio | 94,538 | $222.7 萬 | 0.01% | −18,392−16.3% | 減碼 |
| Raymond James & Associates | 95,065 | $224.0 萬 | 0.00% | +20,203+27.0% | 加碼 |
| Blueshift Asset Management, LLC | 95,321 | $224.6 萬 | 0.20% | +16,872+21.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 96,114 | $226.4 萬 | 0.05% | +77,300+410.9% | 加碼 |
| Yousif Capital Management, LLC | 97,181 | $229.0 萬 | 0.02% | +97,181 | 新進 |
| Burney Co | 97,368 | $229.4 萬 | 0.10% | −2,619−2.6% | 減碼 |
| Human Investing LLC | 98,543 | $232.2 萬 | 0.55% | −435−0.4% | 減碼 |
| Alaska Permanent Fund Corp | 102,000 | $233.2 萬 | 0.04% | 00.0% | 不變 |
| Great West Life Assurance Co | 105,845 | $249.4 萬 | 0.01% | +11,993+12.8% | 加碼 |
| Twinbeech Capital LP | 108,796 | $256.3 萬 | 0.15% | +108,796 | 新進 |
| Portolan Capital Management, LLC | 110,894 | $261.3 萬 | 0.18% | −247,661−69.1% | 減碼 |
| Mercer Global Advisors Inc | 114,163 | $269.0 萬 | 0.02% | +9,106+8.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 114,778 | $270.4 萬 | 0.01% | +1,531+1.4% | 加碼 |
| Envestnet Asset Management Inc | 121,598 | $286.5 萬 | 0.00% | −32,802−21.2% | 減碼 |
| Tudor Investment Corp Et Al | 123,958 | $292.0 萬 | 0.06% | +114,875+1,264.7% | 加碼 |
| Voya Investment Management LLC | 126,412 | $297.8 萬 | 0.01% | −41,162−24.6% | 減碼 |
| Texas Permanent School Fund | 127,177 | $299.6 萬 | 0.04% | −4,536−3.4% | 減碼 |
| Hussman Strategic Advisors, Inc. | 130,000 | $306.3 萬 | 0.67% | +26,000+25.0% | 加碼 |
| Amalgamated Bank | 130,612 | $307.7 萬 | 0.02% | −6,850−5.0% | 減碼 |
| Stifel Financial Corp | 132,071 | $311.2 萬 | 0.00% | −80,877−38.0% | 減碼 |
| Barclays PLC | 133,819 | $315.3 萬 | 0.00% | −327,770−71.0% | 減碼 |
| Carolina Wealth Advisors, LLC | 147,948 | $348.6 萬 | 1.97% | +8,931+6.4% | 加碼 |
| AXA S.A. | 149,000 | $351.0 萬 | 0.01% | 00.0% | 不變 |