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 2 季 13F 持有人
H&R Block Inc 在 2022/6/30 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
- 437
- 較 2022 年第 1 季 +58 家
- 持有股數
- 1.39 億
- 較 2022 年第 1 季 +97.3 萬 (+0.7%)
- 總市值
- $49.3 億
- 較 2022 年第 1 季 +$13.6 億 (+37.9%)
- 新進機構
- 109
- 另有 115 家加碼
- 清倉機構
- 51
- 另有 146 家減碼
另有 9 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,608,420 | $6.93 億 | 0.02% | −848,439−4.1% | 減碼 |
| BlackRock Inc. | 19,104,362 | $6.75 億 | 0.02% | −1,621,316−7.8% | 減碼 |
| FMR LLC | 12,781,335 | $4.51 億 | 0.04% | +4,690,930+58.0% | 加碼 |
| Jupiter Asset Management Ltd | 9,197,552 | $3.25 億 | 4.57% | −1,865,666−16.9% | 減碼 |
| State Street Corp | 7,659,938 | $2.73 億 | 0.02% | −230,048−2.9% | 減碼 |
| Wellington Management Group LLP | 4,480,921 | $1.58 億 | 0.03% | +1,896,262+73.4% | 加碼 |
| Charles Schwab Investment Management Inc | 2,954,367 | $1.04 億 | 0.04% | −15,078−0.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 2,852,728 | $1.01 億 | 0.69% | −772,701−21.3% | 減碼 |
| Bank of New York Mellon Corp | 2,668,458 | $9,425 萬 | 0.02% | +129,745+5.1% | 加碼 |
| Lazard Asset Management LLC | 2,349,161 | $8,297 萬 | 0.11% | −3,595,837−60.5% | 減碼 |
| Northern Trust Corp | 2,301,459 | $8,129 萬 | 0.02% | +331,972+16.9% | 加碼 |
| LSV Asset Management | 2,136,615 | $7,547 萬 | 0.16% | −236,400−10.0% | 減碼 |
| Geode Capital Management, LLC | 2,027,446 | $7,161 萬 | 0.01% | −95,897−4.5% | 減碼 |
| Dimensional Fund Advisors LP | 2,000,988 | $7,067 萬 | 0.03% | +112,893+6.0% | 加碼 |
| Artisan Partners Limited Partnership | 1,966,343 | $6,945 萬 | 0.12% | −625,674−24.1% | 減碼 |
| Morgan Stanley | 1,830,029 | $6,464 萬 | 0.01% | +800,767+77.8% | 加碼 |
| Norges Bank | 1,462,516 | $5,166 萬 | 0.01% | −353,808−19.5% | 減碼 |
| Goldman Sachs Group Inc | 1,443,416 | $5,098 萬 | 0.01% | +8,038+0.6% | 加碼 |
| Renaissance Technologies LLC | 1,342,800 | $4,743 萬 | 0.06% | +1,342,800 | 新進 |
| Royce & Associates LP | 1,333,656 | $4,711 萬 | 0.48% | −576,361−30.2% | 減碼 |
| HighTower Advisors, LLC | 1,164,681 | $4,113 萬 | 0.11% | +171,460+17.3% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 1,120,894 | $3,959 萬 | 1.39% | 00.0% | 不變 |
| Invesco Ltd. | 1,078,134 | $3,808 萬 | 0.01% | +317,223+41.7% | 加碼 |
| AQR Capital Management LLC | 1,043,634 | $3,630 萬 | 0.08% | +873,787+514.5% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 514,374 | $3,284 萬 | 0.94% | +79,599+18.3% | 加碼 |
| Wedge Capital Management L L P | 921,474 | $3,255 萬 | 0.52% | +912,967+10,732.0% | 加碼 |
| Principal Financial Group Inc | 801,181 | $2,830 萬 | 0.02% | +52,222+7.0% | 加碼 |
| Victory Capital Management Inc | 736,774 | $2,602 萬 | 0.03% | +142,333+23.9% | 加碼 |
| Voloridge Investment Management, LLC | 724,946 | $2,561 萬 | 0.13% | +584,716+417.0% | 加碼 |
| Citadel Advisors LLC | 698,824 | $2,468 萬 | 0.03% | +373,670+114.9% | 加碼 |
| American Century Companies Inc | 662,931 | $2,342 萬 | 0.02% | −69,680−9.5% | 減碼 |
| Fulton Breakefield Broenniman LLC | 637,288 | $2,251 萬 | 1.95% | +637,288 | 新進 |
| Boston Partners | 615,179 | $2,206 萬 | 0.03% | −126,885−17.1% | 減碼 |
| NewEdge Wealth, LLC | 610,349 | $2,156 萬 | 0.98% | +25,790+4.4% | 加碼 |
| Nuveen Asset Management, LLC | 605,394 | $2,138 萬 | 0.01% | +4,855+0.8% | 加碼 |
| JPMorgan Chase & Co | 599,881 | $2,119 萬 | 0.00% | −4,140−0.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 578,339 | $2,043 萬 | 0.03% | +169,323+41.4% | 加碼 |
| Millennium Management LLC | 570,102 | $2,014 萬 | 0.03% | +561,592+6,599.2% | 加碼 |
| First Trust Advisors LP | 559,740 | $1,977 萬 | 0.02% | +149,201+36.3% | 加碼 |
| Pacer Advisors, Inc. | 554,029 | $1,957 萬 | 0.15% | +554,029 | 新進 |
| Bank of America Corp | 489,321 | $1,728 萬 | 0.00% | −237,341−32.7% | 減碼 |
| Rhumbline Advisers | 481,741 | $1,702 萬 | 0.02% | +38,987+8.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 479,150 | $1,693 萬 | 0.05% | +204,204+74.3% | 加碼 |
| UBS Asset Management Americas Inc | 434,437 | $1,534 萬 | 0.01% | +6,457+1.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 427,318 | $1,509 萬 | 0.28% | +5,331+1.3% | 加碼 |
| Ameriprise Financial Inc | 405,380 | $1,432 萬 | 0.00% | −40,177−9.0% | 減碼 |
| Schroder Investment Management Group | 403,502 | $1,395 萬 | 0.02% | −299,137−42.6% | 減碼 |
| Swiss National Bank | 387,600 | $1,369 萬 | 0.01% | −27,700−6.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 376,333 | $1,329 萬 | 0.02% | +303,429+416.2% | 加碼 |
| Advisors Asset Management, Inc. | 374,234 | $1,322 萬 | 0.24% | +374,234 | 新進 |
| UBS Group AG | 374,187 | $1,322 萬 | 0.01% | −67,611−15.3% | 減碼 |
| Royal Bank of Canada | 341,161 | $1,205 萬 | 0.00% | +83,302+32.3% | 加碼 |
| Sound Income Strategies, LLC | 336,657 | $1,189 萬 | 1.59% | −64,767−16.1% | 減碼 |
| Storebrand Asset Management AS | 321,291 | $1,135 萬 | 0.06% | 00.0% | 不變 |
| California Public Employees Retirement System | 313,611 | $1,108 萬 | 0.01% | −30,643−8.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 312,576 | $1,104 萬 | 0.02% | +312,576 | 新進 |
| Man Group plc | – | $1,104 萬 | 0.05% | – | – |
| SEI Investments Co | 296,295 | $1,051 萬 | 0.02% | −85,312−22.4% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 274,730 | $970.3 萬 | 0.04% | −129,240−32.0% | 減碼 |
| Legal & General Group Plc | 270,358 | $954.9 萬 | 0.00% | −15,201−5.3% | 減碼 |
| American International Group, Inc. | 264,430 | $934.0 萬 | 0.06% | −15,436−5.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 260,954 | $921.7 萬 | 0.07% | +195,205+296.9% | 加碼 |
| Envestnet Asset Management Inc | 260,380 | $919.7 萬 | 0.01% | +137,783+112.4% | 加碼 |
| Acadian Asset Management LLC | 256,595 | $906.3 萬 | 0.05% | +256,595 | 新進 |
| New York State Common Retirement Fund | 248,943 | $879.3 萬 | 0.01% | +21,066+9.2% | 加碼 |
| Ibex Wealth Advisors | 245,918 | $868.6 萬 | 2.00% | +12,032+5.1% | 加碼 |
| Alliancebernstein L.P. | 241,909 | $854.4 萬 | 0.00% | −25,458−9.5% | 減碼 |
| Kestrel Investment Management Corp | 238,550 | $842.6 萬 | 4.84% | −11,600−4.6% | 減碼 |
| Financial Counselors Inc | 230,248 | $813.2 萬 | 0.19% | −7,736−3.3% | 減碼 |
| Barclays PLC | 226,029 | $798.3 萬 | 0.01% | +134,364+146.6% | 加碼 |
| New York State Teachers Retirement System | 221,731 | $783.2 萬 | 0.02% | −11,424−4.9% | 減碼 |
| Swedbank AB | 215,968 | $762.8 萬 | 0.02% | −841,430−79.6% | 減碼 |
| California State Teachers Retirement System | 212,474 | $750.5 萬 | 0.01% | −10,679−4.8% | 減碼 |
| Citigroup Inc | 211,006 | $745.3 萬 | 0.01% | +172,961+454.6% | 加碼 |
| Retirement Systems of Alabama | 210,238 | $742.6 萬 | 0.03% | −5,653−2.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 201,353 | $711.2 萬 | 0.02% | −19,264−8.7% | 減碼 |
| Wells Fargo & Company | 201,324 | $711.1 萬 | 0.00% | −239,178−54.3% | 減碼 |
| Invenomic Capital Management LP | 181,841 | $642.3 萬 | 0.56% | −641,803−77.9% | 減碼 |
| Stifel Financial Corp | 181,628 | $641.5 萬 | 0.01% | +48,785+36.7% | 加碼 |
| Natixis | 180,000 | $635.8 萬 | 0.02% | +180,000 | 新進 |
| Teacher Retirement System of Texas | 179,495 | $634.0 萬 | 0.04% | −72,675−28.8% | 減碼 |
| Dorsey Wright & Associates | 177,884 | $628.3 萬 | 1.84% | +177,884 | 新進 |
| Lodge Hill Capital, LLC | 175,000 | $618.1 萬 | 2.03% | −325,000−65.0% | 減碼 |
| AlphaCrest Capital Management LLC | 160,928 | $568.4 萬 | 0.27% | +160,928 | 新進 |
| Rodgers Brothers Inc. | 159,350 | $562.8 萬 | 1.11% | −30,500−16.1% | 減碼 |
| South Dakota Investment Council | 155,725 | $550.0 萬 | 0.12% | −215,722−58.1% | 減碼 |
| Miller Value Partners, LLC | 154,500 | $545.7 萬 | 0.31% | −255,500−62.3% | 減碼 |
| Carolina Wealth Advisors, LLC | 150,468 | $531.5 萬 | 3.51% | −750−0.5% | 減碼 |
| Advisor Group Holdings, Inc. | 148,551 | $524.7 萬 | 0.01% | +119,393+409.5% | 加碼 |
| Alberta Investment Management Corp | 147,201 | $519.9 萬 | 0.04% | +76,812+109.1% | 加碼 |
| Great West Life Assurance Co | 143,599 | $507.3 萬 | 0.01% | +26,687+22.8% | 加碼 |
| Credit Suisse AG | 142,259 | $502.5 萬 | 0.01% | −15,963−10.1% | 減碼 |
| Bridgewater Associates, LP | 140,417 | $496.0 萬 | 0.02% | +131,474+1,470.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 136,863 | $483.4 萬 | 0.01% | +84,832+163.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 134,168 | $473.9 萬 | 0.00% | −5,527−4.0% | 減碼 |
| Mutual of America Capital Management LLC | 133,505 | $471.5 萬 | 0.06% | −16,543−11.0% | 減碼 |
| Amalgamated Bank | 133,216 | $470.5 萬 | 0.04% | +11,169+9.2% | 加碼 |
| Comerica Bank | 119,678 | $455.5 萬 | 0.04% | +36,455+43.8% | 加碼 |
| Two Sigma Investments, LP | 128,953 | $455.5 萬 | 0.02% | +128,953 | 新進 |
| Mercer Global Advisors Inc | 124,252 | $438.9 萬 | 0.03% | +18,753+17.8% | 加碼 |