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 |
|---|---|---|---|---|---|
| Eads & Heald Wealth Management | 8,160 | $21.2 萬 | 0.10% | +8,160 | 新進 |
| Glenmede Trust Co NA | 8,230 | $21.3 萬 | 0.00% | +8,230 | 新進 |
| Freestone Capital Holdings, LLC | 8,297 | $21.6 萬 | 0.01% | +8,297 | 新進 |
| Virtu Financial LLC | 8,318 | $21.7 萬 | 0.02% | +8,318 | 新進 |
| RSM US Wealth Management LLC | 8,379 | $22.0 萬 | 0.01% | −5,128−38.0% | 減碼 |
| Millennium Management LLC | 8,510 | $22.2 萬 | 0.00% | −19,549−69.7% | 減碼 |
| Wedge Capital Management L L P | 8,507 | $22.2 萬 | 0.00% | −240−2.7% | 減碼 |
| Utah Retirement Systems | 8,700 | $22.7 萬 | 0.00% | −500−5.4% | 減碼 |
| Simplex Trading, LLC | 8,892 | $23.1 萬 | 0.01% | −60,280−87.1% | 減碼 |
| Bridgewater Associates, LP | 8,943 | $23.3 萬 | 0.00% | +8,943 | 新進 |
| Bessemer Group Inc | 8,994 | $23.4 萬 | 0.00% | −169−1.8% | 減碼 |
| Boston Family Office LLC | 9,000 | $23.4 萬 | 0.02% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 9,030 | $23.5 萬 | 0.00% | −1,391−13.3% | 減碼 |
| Shelton Capital Management | 9,215 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 10,338 | $24.4 萬 | 0.27% | 00.0% | 不變 |
| Fifth Third Bancorp | 9,521 | $24.8 萬 | 0.00% | +186+2.0% | 加碼 |
| Ergoteles LLC | 9,638 | $25.1 萬 | 0.01% | +9,638 | 新進 |
| First Citizens Bank & Trust Co | 9,689 | $25.2 萬 | 0.01% | +9,689 | 新進 |
| Tocqueville Asset Management L.P. | 9,717 | $25.3 萬 | 0.00% | +9,717 | 新進 |
| Ontario Teachers Pension Plan Board | 9,996 | $26.0 萬 | 0.00% | +9,996 | 新進 |
| Profund Advisors LLC | 10,092 | $26.3 萬 | 0.01% | +86+0.9% | 加碼 |
| Meeder Asset Management Inc | 10,242 | $26.7 萬 | 0.01% | +10,237+204,740.0% | 加碼 |
| Resources Investment Advisors, LLC. | 10,286 | $26.8 萬 | 0.01% | +10,286 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 10,572 | $27.5 萬 | 0.13% | +126+1.2% | 加碼 |
| Agf Investments Inc. | 10,647 | $27.7 萬 | 0.00% | −3,191−23.1% | 減碼 |
| Allworth Financial LP | 10,860 | $28.3 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 10,980 | $28.6 萬 | 0.00% | +1,665+17.9% | 加碼 |
| Latitude Advisors, LLC | 11,467 | $29.9 萬 | 0.07% | +11,467 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 11,630 | $30.3 萬 | 0.02% | −1,072−8.4% | 減碼 |
| One Wealth Advisors, LLC | 11,650 | $30.3 萬 | 0.07% | +1,401+13.7% | 加碼 |
| Bokf, NA | 11,778 | $30.7 萬 | 0.01% | −8,995−43.3% | 減碼 |
| Brown Advisory Inc | 11,882 | $30.9 萬 | 0.00% | +969+8.9% | 加碼 |
| Truist Financial Corp | 12,462 | $32.5 萬 | 0.00% | +1,119+9.9% | 加碼 |
| Pictet Asset Management SA | 12,462 | $32.5 萬 | 0.00% | +1,525+13.9% | 加碼 |
| State of Wisconsin Investment Board | 12,508 | $32.6 萬 | 0.00% | −9,171−42.3% | 減碼 |
| Prudential Financial Inc | 12,509 | $32.6 萬 | 0.00% | −1,932−13.4% | 減碼 |
| Essex Financial Services, Inc. | 12,690 | $33.0 萬 | 0.03% | +1,255+11.0% | 加碼 |
| Maryland State Retirement & Pension System | 12,734 | $33.2 萬 | 0.01% | −1,916−13.1% | 減碼 |
| Ci Investments Inc. | 12,979 | $33.8 萬 | 0.00% | −2,499−16.1% | 減碼 |
| ProShare Advisors LLC | 13,191 | $34.4 萬 | 0.00% | −3,571−21.3% | 減碼 |
| Bartlett & Co. LLC | 13,200 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 13,200 | $34.7 萬 | 0.01% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 13,540 | $35.3 萬 | 0.04% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 13,970 | $36.4 萬 | 0.08% | +13,970 | 新進 |
| Chicago Trust Co NA | 14,500 | $37.8 萬 | 0.08% | 00.0% | 不變 |
| Argent Trust Co | 14,720 | $38.2 萬 | 0.02% | +14,720 | 新進 |
| Securian Asset Management, Inc | 14,763 | $38.4 萬 | 0.01% | −967−6.1% | 減碼 |
| Legacy Bridge, LLC | 14,785 | $38.5 萬 | 0.22% | 00.0% | 不變 |
| Guardian Investment Management | 15,000 | $39.1 萬 | 0.30% | +15,000 | 新進 |
| RBF Capital, LLC | 15,000 | $39.3 萬 | 0.03% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 15,079 | $39.3 萬 | 0.06% | +331+2.2% | 加碼 |
| Quent Capital, LLC | 15,193 | $39.6 萬 | 0.07% | +13,035+604.0% | 加碼 |
| MSH Capital Advisors LLC | 15,350 | $40.0 萬 | 0.16% | 00.0% | 不變 |
| IndexIQ Advisors LLC | 15,731 | $41.0 萬 | 0.01% | +15,731 | 新進 |
| The PNC Financial Services Group, Inc. | 15,801 | $41.1 萬 | 0.00% | −91−0.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 15,881 | $41.4 萬 | 0.11% | −1,600−9.2% | 減碼 |
| Rockland Trust Co | 16,666 | $43.4 萬 | 0.03% | 00.0% | 不變 |
| MML Investors Services, LLC | 16,692 | $43.5 萬 | 0.00% | +7,757+86.8% | 加碼 |
| Graham Capital Management, L.P. | 16,771 | $43.6 萬 | 0.02% | +16,771 | 新進 |
| DekaBank Deutsche Girozentrale | 16,789 | $44.0 萬 | 0.00% | −135,110−88.9% | 減碼 |
| AdvisorNet Financial, Inc | 17,041 | $44.4 萬 | 0.03% | +4,280+33.5% | 加碼 |
| Scotia Capital Inc. | 17,089 | $44.5 萬 | 0.00% | +22+0.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 17,538 | $45.7 萬 | 0.00% | −1,219−6.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 18,000 | $46.9 萬 | 0.00% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $46.9 萬 | 0.06% | 00.0% | 不變 |
| AE Wealth Management LLC | 19,622 | $51.1 萬 | 0.00% | −11,580−37.1% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 19,763 | $51.5 萬 | 0.14% | +19,763 | 新進 |
| Handelsbanken Fonder AB | 20,000 | $52.1 萬 | 0.00% | −13,600−40.5% | 減碼 |
| V Wealth Advisors LLC | 20,500 | $53.4 萬 | 0.09% | −1,300−6.0% | 減碼 |
| Park Circle Co | 20,800 | $54.2 萬 | 0.45% | 00.0% | 不變 |
| Fort, L.P. | 20,872 | $54.4 萬 | 0.21% | −2,148−9.3% | 減碼 |
| Cetera Investment Advisers | 21,603 | $56.3 萬 | 0.01% | +2,424+12.6% | 加碼 |
| US Bancorp | 22,110 | $57.5 萬 | 0.00% | −2,000−8.3% | 減碼 |
| OmniStar Financial Group, Inc. | 22,519 | $58.6 萬 | 0.58% | +578+2.6% | 加碼 |
| Mariner, LLC | 22,632 | $58.9 萬 | 0.00% | +509+2.3% | 加碼 |
| Archer Investment Corp | 22,800 | $59.4 萬 | 0.21% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 23,084 | $60.1 萬 | 0.01% | −73,030−76.0% | 減碼 |
| State of Alaska, Department of Revenue | 23,488 | $61.1 萬 | 0.01% | −1,935−7.6% | 減碼 |
| HSBC Holdings PLC | 23,678 | $62.1 萬 | 0.00% | −62,807−72.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,900 | $62.2 萬 | 0.00% | −1,470−5.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 23,970 | $62.4 萬 | 0.00% | −5,937−19.9% | 減碼 |
| Wealthfront Advisers LLC | 24,635 | $64.1 萬 | 0.00% | −1,800−6.8% | 減碼 |
| Eagle Harbor Asset Management Inc | 24,950 | $65.0 萬 | 0.84% | −102−0.4% | 減碼 |
| TSP Capital Management Group, LLC | – | $65.1 萬 | 0.22% | – | – |
| Bank of Montreal | 24,941 | $65.3 萬 | 0.00% | +253+1.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 26,600 | $69.3 萬 | 0.01% | −1,600−5.7% | 減碼 |
| Walleye Capital LLC | 26,693 | $69.5 萬 | 0.02% | +26,693 | 新進 |
| Bridgefront Capital, LLC | 26,829 | $69.9 萬 | 0.86% | +26,829 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 27,328 | $71.2 萬 | 0.02% | −1,786−6.1% | 減碼 |
| Federated Hermes, Inc. | 28,269 | $73.7 萬 | 0.00% | −1,255−4.3% | 減碼 |
| Crawford Investment Counsel Inc | 28,865 | $75.2 萬 | 0.01% | +1,725+6.4% | 加碼 |
| NN Investment Partners Holdings N.V. | 29,600 | $77.1 萬 | 0.00% | −30,000−50.3% | 減碼 |
| Ashfield Capital Partners, LLC | 30,000 | $78.1 萬 | 0.05% | 00.0% | 不變 |
| Quinn Opportunity Partners LLC | 31,006 | $80.7 萬 | 0.05% | −159,694−83.7% | 減碼 |
| Kingsview Wealth Management, LLC | 31,017 | $80.8 萬 | 0.04% | −243−0.8% | 減碼 |
| Edgestream Partners, L.P. | 31,010 | $80.8 萬 | 0.06% | −53,518−63.3% | 減碼 |
| Xponance, Inc. | 31,953 | $83.2 萬 | 0.01% | −1,650−4.9% | 減碼 |
| Creative Planning | 31,959 | $83.2 萬 | 0.00% | +1,252+4.1% | 加碼 |
| Deutsche Bank AG | 32,249 | $84.0 萬 | 0.00% | −75−0.2% | 減碼 |