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。
2022 年第 1 季 13F 持有人
H&R Block Inc 在 2022/3/31 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
- 388
- 較 2021 年第 4 季 +2 家
- 持有股數
- 1.40 億
- 較 2021 年第 4 季 −381.2 萬 (−2.6%)
- 總市值
- $36.3 億
- 較 2021 年第 4 季 +$2.40 億 (+7.1%)
- 新進機構
- 58
- 另有 109 家加碼
- 清倉機構
- 56
- 另有 141 家減碼
另有 5 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 20,725,678 | $5.40 億 | 0.01% | −1,933,849−8.5% | 減碼 |
| Vanguard Group Inc | 20,456,859 | $5.33 億 | 0.01% | −3,995,559−16.3% | 減碼 |
| Jupiter Asset Management Ltd | 11,063,218 | $2.88 億 | 3.42% | −24,804−0.2% | 減碼 |
| FMR LLC | 8,090,405 | $2.11 億 | 0.02% | +8,085,933+180,812.5% | 加碼 |
| State Street Corp | 7,889,986 | $2.07 億 | 0.01% | +961,159+13.9% | 加碼 |
| Lazard Asset Management LLC | 5,944,998 | $1.55 億 | 0.18% | +40,977+0.7% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,625,429 | $9,441 萬 | 0.56% | −15,695−0.4% | 減碼 |
| Charles Schwab Investment Management Inc | 2,969,445 | $7,733 萬 | 0.02% | +1,933,031+186.5% | 加碼 |
| Artisan Partners Limited Partnership | 2,592,017 | $6,750 萬 | 0.09% | −138,639−5.1% | 減碼 |
| Wellington Management Group LLP | 2,584,659 | $6,730 萬 | 0.01% | −53,114−2.0% | 減碼 |
| Bank of New York Mellon Corp | 2,538,713 | $6,611 萬 | 0.01% | −60,327−2.3% | 減碼 |
| LSV Asset Management | 2,373,015 | $6,179 萬 | 0.11% | −22,285−0.9% | 減碼 |
| Geode Capital Management, LLC | 2,123,343 | $5,529 萬 | 0.01% | −162,016−7.1% | 減碼 |
| Northern Trust Corp | 1,969,487 | $5,129 萬 | 0.01% | −1,036,616−34.5% | 減碼 |
| Royce & Associates LP | 1,910,017 | $4,974 萬 | 0.42% | +101,797+5.6% | 加碼 |
| Dimensional Fund Advisors LP | 1,888,095 | $4,917 萬 | 0.02% | +26,323+1.4% | 加碼 |
| Norges Bank | 1,816,324 | $4,730 萬 | 0.01% | −103,317−5.4% | 減碼 |
| Goldman Sachs Group Inc | 1,435,378 | $3,738 萬 | 0.01% | −130,854−8.4% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 1,120,894 | $2,919 萬 | 0.97% | 00.0% | 不變 |
| Swedbank AB | 1,057,398 | $2,753 萬 | 0.05% | +5070.0% | 加碼 |
| Morgan Stanley | 1,029,262 | $2,680 萬 | 0.00% | −76,623−6.9% | 減碼 |
| HighTower Advisors, LLC | 993,221 | $2,587 萬 | 0.06% | +66,499+7.2% | 加碼 |
| Russell Investments Group, Ltd. | 950,453 | $2,475 萬 | 0.04% | +119,193+14.3% | 加碼 |
| Parametric Portfolio Associates LLC | 863,708 | $2,249 萬 | 0.01% | +27,434+3.3% | 加碼 |
| Invesco Ltd. | 760,911 | $1,981 萬 | 0.01% | −180,446−19.2% | 減碼 |
| Principal Financial Group Inc | 748,959 | $1,950 萬 | 0.01% | −131,034−14.9% | 減碼 |
| PGGM Investments | 826,520 | $1,947 萬 | 0.10% | 00.0% | 不變 |
| Boston Partners | 742,064 | $1,936 萬 | 0.02% | +79,782+12.0% | 加碼 |
| American Century Companies Inc | 732,611 | $1,908 萬 | 0.01% | +97,346+15.3% | 加碼 |
| Bank of America Corp | 726,662 | $1,892 萬 | 0.00% | +173,654+31.4% | 加碼 |
| Schroder Investment Management Group | 702,639 | $1,842 萬 | 0.02% | +51,595+7.9% | 加碼 |
| Invenomic Capital Management LP | 823,644 | $1,743 萬 | 2.43% | +319,775+63.5% | 加碼 |
| Peregrine Capital Management LLC | 614,714 | $1,601 萬 | 0.38% | −21,282−3.3% | 減碼 |
| JPMorgan Chase & Co | 604,021 | $1,573 萬 | 0.00% | +23,040+4.0% | 加碼 |
| Nuveen Asset Management, LLC | 600,539 | $1,561 萬 | 0.01% | −328,142−35.3% | 減碼 |
| Victory Capital Management Inc | 594,441 | $1,550 萬 | 0.02% | +162,618+37.7% | 加碼 |
| NewEdge Wealth, LLC | 584,559 | $1,522 萬 | 0.68% | +98,976+20.4% | 加碼 |
| Lodge Hill Capital, LLC | 500,000 | $1,302 萬 | 6.21% | −200,000−28.6% | 減碼 |
| Ameriprise Financial Inc | 445,557 | $1,161 萬 | 0.00% | −48,802−9.9% | 減碼 |
| Rhumbline Advisers | 442,754 | $1,153 萬 | 0.01% | −30,054−6.4% | 減碼 |
| UBS Group AG | 441,798 | $1,150 萬 | 0.00% | +11,706+2.7% | 加碼 |
| Wells Fargo & Company | 440,502 | $1,147 萬 | 0.00% | −31,324−6.6% | 減碼 |
| UBS Asset Management Americas Inc | 427,980 | $1,114 萬 | 0.00% | +14,034+3.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 421,987 | $1,099 萬 | 0.18% | +41,405+10.9% | 加碼 |
| Swiss National Bank | 415,300 | $1,081 萬 | 0.01% | +23,600+6.0% | 加碼 |
| First Trust Advisors LP | 410,539 | $1,069 萬 | 0.01% | −1,234,554−75.0% | 減碼 |
| Miller Value Partners, LLC | 410,000 | $1,068 萬 | 0.41% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 409,016 | $1,065 萬 | 0.01% | +66,509+19.4% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 403,970 | $1,052 萬 | 0.03% | +36,110+9.8% | 加碼 |
| Sound Income Strategies, LLC | 401,424 | $1,045 萬 | 1.20% | +55,005+15.9% | 加碼 |
| Brandywine Global Investment Management, LLC | 385,191 | $1,003 萬 | 0.07% | +16,466+4.5% | 加碼 |
| SEI Investments Co | 381,607 | $984.4 萬 | 0.02% | −7,884−2.0% | 減碼 |
| South Dakota Investment Council | 371,447 | $967.2 萬 | 0.19% | −107,100−22.4% | 減碼 |
| Franklin Resources Inc | 358,481 | $933.5 萬 | 0.00% | −947,034−72.5% | 減碼 |
| California Public Employees Retirement System | 344,254 | $896.4 萬 | 0.01% | −45,933−11.8% | 減碼 |
| Citadel Advisors LLC | 325,154 | $846.7 萬 | 0.01% | +84,609+35.2% | 加碼 |
| Gilman Hill Asset Management, LLC | 324,312 | $844.5 萬 | 1.92% | −6,483−2.0% | 減碼 |
| Storebrand Asset Management AS | 321,291 | $836.6 萬 | 0.04% | +4,674+1.5% | 加碼 |
| Legal & General Group Plc | 285,559 | $743.6 萬 | 0.00% | −7,703−2.6% | 減碼 |
| American International Group, Inc. | 279,866 | $728.8 萬 | 0.04% | −18,314−6.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 274,946 | $716.0 萬 | 0.02% | +2,939+1.1% | 加碼 |
| Alliancebernstein L.P. | 267,367 | $696.2 萬 | 0.00% | −4,525−1.7% | 減碼 |
| Royal Bank of Canada | 257,859 | $671.5 萬 | 0.00% | +33,132+14.7% | 加碼 |
| Teacher Retirement System of Texas | 252,170 | $656.7 萬 | 0.03% | +95,832+61.3% | 加碼 |
| Kestrel Investment Management Corp | 250,150 | $651.4 萬 | 3.08% | −5,500−2.2% | 減碼 |
| HRT Financial LP | 239,990 | $624.9 萬 | 0.04% | +175,980+274.9% | 加碼 |
| Financial Counselors Inc | 237,984 | $619.7 萬 | 0.13% | +779+0.3% | 加碼 |
| Ibex Wealth Advisors | 233,886 | $609.0 萬 | 1.17% | +34,497+17.3% | 加碼 |
| New York State Teachers Retirement System | 233,155 | $607.1 萬 | 0.01% | −2,445−1.0% | 減碼 |
| New York State Common Retirement Fund | 227,877 | $593.4 萬 | 0.01% | −28,187−11.0% | 減碼 |
| California State Teachers Retirement System | 223,153 | $581.1 萬 | 0.01% | −25,111−10.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 220,617 | $574.5 萬 | 0.01% | −12,380−5.3% | 減碼 |
| Retirement Systems of Alabama | 215,891 | $562.2 萬 | 0.02% | −14,091−6.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 211,722 | $551.3 萬 | 0.11% | +124,792+143.6% | 加碼 |
| Rodgers Brothers Inc. | 189,850 | $494.4 萬 | 0.89% | +26,300+16.1% | 加碼 |
| AQR Capital Management LLC | 169,847 | $442.3 萬 | 0.01% | −263,711−60.8% | 減碼 |
| Squarepoint Ops LLC | 165,982 | $432.2 萬 | 0.03% | −118,604−41.7% | 減碼 |
| IronBridge Private Wealth, LLC | 159,010 | $414.1 萬 | 2.56% | +159,010 | 新進 |
| Credit Suisse AG | 158,222 | $412.0 萬 | 0.00% | +5,947+3.9% | 加碼 |
| Hussman Strategic Advisors, Inc. | 156,000 | $406.2 萬 | 0.79% | +26,000+20.0% | 加碼 |
| Carolina Wealth Advisors, LLC | 151,218 | $393.8 萬 | 2.49% | +3,270+2.2% | 加碼 |
| Mutual of America Capital Management LLC | 150,048 | $390.7 萬 | 0.04% | −7,065−4.5% | 減碼 |
| Seven Eight Capital, LP | 145,624 | $379.2 萬 | 0.51% | +145,624 | 新進 |
| Holocene Advisors, LP | 141,357 | $368.1 萬 | 0.02% | +100,770+248.3% | 加碼 |
| Voloridge Investment Management, LLC | 140,230 | $365.2 萬 | 0.02% | +140,230 | 新進 |
| Manufacturers Life Insurance Company, The | 139,695 | $363.8 萬 | 0.00% | −58,734−29.6% | 減碼 |
| Stifel Financial Corp | 132,843 | $345.9 萬 | 0.00% | +772+0.6% | 加碼 |
| Jane Street Group, LLC | 127,981 | $333.3 萬 | 0.01% | +73,564+135.2% | 加碼 |
| Envestnet Asset Management Inc | 122,597 | $319.2 萬 | 0.00% | +999+0.8% | 加碼 |
| Amalgamated Bank | 122,047 | $317.8 萬 | 0.02% | −8,565−6.6% | 減碼 |
| Amalgamated Financial Corp. | 122,047 | $317.8 萬 | 0.03% | +122,047 | 新進 |
| Great West Life Assurance Co | 116,912 | $313.4 萬 | 0.01% | +11,067+10.5% | 加碼 |
| Voya Investment Management LLC | 117,927 | $307.1 萬 | 0.01% | −8,485−6.7% | 減碼 |
| Texas Permanent School Fund | 116,650 | $303.8 萬 | 0.04% | −10,527−8.3% | 減碼 |
| MetLife Investment Management | 112,342 | $292.5 萬 | 0.02% | +27,230+32.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 108,233 | $281.8 萬 | 0.01% | −6,545−5.7% | 減碼 |
| Mercer Global Advisors Inc | 105,499 | $274.7 萬 | 0.02% | −8,664−7.6% | 減碼 |
| Alaska Permanent Fund Corp | 102,000 | $265.6 萬 | 0.04% | 00.0% | 不變 |
| AXA S.A. | 101,800 | $265.1 萬 | 0.01% | −47,200−31.7% | 減碼 |
| Virginia Retirement Systems Et Al | 101,200 | $263.5 萬 | 0.02% | +11,100+12.3% | 加碼 |