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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 32,300 | $84.1 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 29,158 | $84.3 萬 | 0.00% | +335+1.2% | 加碼 |
| Bank of Nova Scotia | 32,482 | $84.6 萬 | 0.00% | −7,912−19.6% | 減碼 |
| Eaton Vance Management | 32,833 | $85.4 萬 | 0.00% | +38+0.1% | 加碼 |
| United Capital Financial Advisers, LLC | 33,767 | $87.9 萬 | 0.00% | −5,125−13.2% | 減碼 |
| CWM Advisors, LLC | 33,977 | $88.5 萬 | 0.10% | +3,284+10.7% | 加碼 |
| M&T Bank Corp | 34,320 | $89.4 萬 | 0.00% | −1,292−3.6% | 減碼 |
| AGF Investments LLC | 34,445 | $89.7 萬 | 0.07% | +2,215+6.9% | 加碼 |
| EHP Funds Inc. | 34,700 | $90.4 萬 | 0.15% | +34,700 | 新進 |
| Balyasny Asset Management LLC | 35,476 | $92.4 萬 | 0.00% | +35,476 | 新進 |
| Caxton Associates LP | 35,573 | $92.6 萬 | 0.09% | +35,573 | 新進 |
| Janus Henderson Group PLC | 37,193 | $96.9 萬 | 0.00% | −680−1.8% | 減碼 |
| New Mexico Educational Retirement Board | 38,000 | $99.0 萬 | 0.04% | 00.0% | 不變 |
| Citigroup Inc | 38,045 | $99.1 萬 | 0.00% | −21,313−35.9% | 減碼 |
| Teza Capital Management LLC | 38,271 | $99.7 萬 | 0.37% | −10,816−22.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 38,941 | $101.4 萬 | 0.05% | +9,791+33.6% | 加碼 |
| Paloma Partners Management Co | 39,000 | $101.6 萬 | 0.08% | −1,563−3.9% | 減碼 |
| Harrison & Co Wealth Management, LLC | 39,600 | $103.1 萬 | 0.90% | −779−1.9% | 減碼 |
| Engineers Gate Manager LP | 40,267 | $104.9 萬 | 0.04% | −13,881−25.6% | 減碼 |
| Commerce Bank | 40,287 | $104.9 萬 | 0.01% | +62+0.2% | 加碼 |
| Ritholtz Wealth Management | 40,747 | $106.1 萬 | 0.07% | +19,578+92.5% | 加碼 |
| Jump Financial, LLC | 40,831 | $106.3 萬 | 0.05% | +40,831 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 41,142 | $107.1 萬 | 0.00% | +4,289+11.6% | 加碼 |
| State of Michigan Retirement System | 41,768 | $108.8 萬 | 0.01% | −2,732−6.1% | 減碼 |
| Tectonic Advisors LLC | 41,860 | $109.0 萬 | 0.19% | +7,686+22.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 42,036 | $109.5 萬 | 0.01% | +42,036 | 新進 |
| Thrivent Financial for Lutherans | 42,995 | $112.0 萬 | 0.00% | −3,314−7.2% | 減碼 |
| Mork Capital Management, LLC | 43,290 | $112.7 萬 | 1.02% | −21,210−32.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 43,953 | $114.5 萬 | 0.04% | −3,212−6.8% | 減碼 |
| Macquarie Group Ltd | 44,246 | $115.2 萬 | 0.00% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 44,925 | $117.0 萬 | 0.09% | −2,167−4.6% | 減碼 |
| Argyle Capital Management Inc. | 45,950 | $119.7 萬 | 0.39% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 43,100 | $120.9 萬 | 0.03% | −2,000−4.4% | 減碼 |
| Huber Capital Management LLC | 46,917 | $122.2 萬 | 0.30% | +1,100+2.4% | 加碼 |
| Ceera Investments, LLC | 47,129 | $122.7 萬 | 0.61% | +865+1.9% | 加碼 |
| Commonwealth Equity Services, LLC | 47,479 | $123.6 萬 | 0.00% | −4,911−9.4% | 減碼 |
| Arizona State Retirement System | 47,475 | $123.6 萬 | 0.01% | −448−0.9% | 減碼 |
| LPL Financial LLC | 49,650 | $129.3 萬 | 0.00% | +509+1.0% | 加碼 |
| Cairn Investment Group, Inc. | 42,320 | $132.6 萬 | 0.84% | +3,830+10.0% | 加碼 |
| Concorde Asset Management, LLC | 51,877 | $135.1 萬 | 0.90% | +51,877 | 新進 |
| BNP Paribas Arbitrage, SA | 52,031 | $135.5 萬 | 0.00% | −127,738−71.1% | 減碼 |
| Redwood Investment Management, LLC | 52,501 | $136.7 萬 | 0.20% | +52,501 | 新進 |
| Rings Capital Management LLC | 53,000 | $138.0 萬 | 0.66% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 54,932 | $143.0 萬 | 0.19% | −39,429−41.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 56,177 | $146.3 萬 | 0.01% | −1,686−2.9% | 減碼 |
| Barnett & Company, Inc. | 56,900 | $148.2 萬 | 1.05% | −1,200−2.1% | 減碼 |
| Gabelli Funds LLC | 58,500 | $152.3 萬 | 0.01% | 00.0% | 不變 |
| Winton Group Ltd | 59,453 | $154.8 萬 | 0.08% | −22,092−27.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 59,700 | $155.5 萬 | 0.00% | −94,841−61.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,302 | $157.0 萬 | 0.02% | +2,073+3.6% | 加碼 |
| Treasurer of the State of North Carolina | 60,682 | $158.0 萬 | 0.01% | −3,060−4.8% | 減碼 |
| Convergence Investment Partners, LLC | 60,706 | $158.1 萬 | 0.82% | +3,097+5.4% | 加碼 |
| Auxier Asset Management | 61,302 | $159.6 萬 | 0.25% | 00.0% | 不變 |
| D.A. Davidson & Co. | 64,221 | $167.2 萬 | 0.02% | +4,653+7.8% | 加碼 |
| Algert Global LLC | 65,285 | $170.0 萬 | 0.11% | +65,285 | 新進 |
| Cubist Systematic Strategies, LLC | 65,749 | $171.2 萬 | 0.01% | +22,434+51.8% | 加碼 |
| Ensign Peak Advisors, Inc | 67,305 | $175.3 萬 | 0.00% | −2,887−4.1% | 減碼 |
| Nisa Investment Advisors, LLC | 68,870 | $179.3 萬 | 0.01% | +68,870 | 新進 |
| Davy Global Fund Management Ltd | 69,767 | $181.7 萬 | 0.30% | −16,088−18.7% | 減碼 |
| Susquehanna International Group, LLP | 69,994 | $182.3 萬 | 0.00% | +12,167+21.0% | 加碼 |
| Alberta Investment Management Corp | 70,389 | $183.3 萬 | 0.01% | 00.0% | 不變 |
| Round Hill Asset Management | 71,204 | $185.4 萬 | 0.98% | +250+0.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 72,904 | $189.8 萬 | 0.00% | −1,002,991−93.2% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 73,078 | $190.3 萬 | 0.03% | +73,078 | 新進 |
| Quantedge Capital Pte Ltd | 73,200 | $190.6 萬 | 0.56% | −21,300−22.5% | 減碼 |
| O'Shares Investment Advisers, LLC | 73,521 | $191.4 萬 | 0.15% | +3,950+5.7% | 加碼 |
| Xcel Wealth Management, LLC | 77,350 | $201.4 萬 | 0.55% | +77,350 | 新進 |
| Green Square Capital Advisors LLC | 77,452 | $201.7 萬 | 0.32% | +3,418+4.6% | 加碼 |
| River & Mercantile Asset Management LLP | 80,400 | $209.5 萬 | 0.28% | −12,300−13.3% | 減碼 |
| Weiss Asset Management LP | 81,337 | $211.8 萬 | 0.05% | +81,337 | 新進 |
| Seizert Capital Partners, LLC | 81,582 | $212.4 萬 | 0.10% | +67+0.1% | 加碼 |
| Human Investing LLC | 83,398 | $217.2 萬 | 0.48% | −15,145−15.4% | 減碼 |
| Raymond James & Associates | 85,274 | $222.1 萬 | 0.00% | −9,791−10.3% | 減碼 |
| Public Employees Retirement System of Ohio | 85,599 | $222.9 萬 | 0.01% | −8,939−9.5% | 減碼 |
| Man Group plc | 87,325 | $227.3 萬 | 0.01% | +17,128+24.4% | 加碼 |
| SG Americas Securities, LLC | 87,479 | $227.8 萬 | 0.02% | +47,152+116.9% | 加碼 |
| Price T Rowe Associates Inc | 87,860 | $228.8 萬 | 0.00% | +5,360+6.5% | 加碼 |
| Comerica Bank | 83,223 | $233.5 萬 | 0.02% | −4,016−4.6% | 減碼 |
| Barclays PLC | 91,665 | $238.7 萬 | 0.00% | −42,154−31.5% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 91,700 | $238.8 萬 | 0.13% | 00.0% | 不變 |
| Guggenheim Capital LLC | 91,791 | $239.0 萬 | 0.01% | +2,201+2.5% | 加碼 |
| Roosevelt Investment Group LLC | 92,000 | $239.6 萬 | 0.14% | 00.0% | 不變 |
| Toroso Investments, LLC | 93,189 | $242.7 萬 | 0.07% | +56,824+156.3% | 加碼 |
| Yousif Capital Management, LLC | 93,526 | $243.5 萬 | 0.03% | −3,655−3.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 94,424 | $245.9 萬 | 0.00% | +11,037+13.2% | 加碼 |
| Range Financial Group LLC | 97,547 | $254.0 萬 | 1.62% | +3,191+3.4% | 加碼 |
| Virginia Retirement Systems Et Al | 101,200 | $263.5 萬 | 0.02% | +11,100+12.3% | 加碼 |
| AXA S.A. | 101,800 | $265.1 萬 | 0.01% | −47,200−31.7% | 減碼 |
| Alaska Permanent Fund Corp | 102,000 | $265.6 萬 | 0.04% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 105,499 | $274.7 萬 | 0.02% | −8,664−7.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 108,233 | $281.8 萬 | 0.01% | −6,545−5.7% | 減碼 |
| MetLife Investment Management | 112,342 | $292.5 萬 | 0.02% | +27,230+32.0% | 加碼 |
| Texas Permanent School Fund | 116,650 | $303.8 萬 | 0.04% | −10,527−8.3% | 減碼 |
| Voya Investment Management LLC | 117,927 | $307.1 萬 | 0.01% | −8,485−6.7% | 減碼 |
| Great West Life Assurance Co | 116,912 | $313.4 萬 | 0.01% | +11,067+10.5% | 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 |
| Envestnet Asset Management Inc | 122,597 | $319.2 萬 | 0.00% | +999+0.8% | 加碼 |
| Jane Street Group, LLC | 127,981 | $333.3 萬 | 0.01% | +73,564+135.2% | 加碼 |
| Stifel Financial Corp | 132,843 | $345.9 萬 | 0.00% | +772+0.6% | 加碼 |