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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 6,000 | $21.2 萬 | 0.02% | +6,000 | 新進 |
| Coldstream Capital Management Inc | 6,058 | $21.4 萬 | 0.01% | +6,058 | 新進 |
| Focus Financial Network, Inc. | 6,167 | $21.9 萬 | 0.02% | +6,167 | 新進 |
| Pathstone Family Office, LLC | 6,227 | $22.1 萬 | 0.00% | +6,227 | 新進 |
| Tocqueville Asset Management L.P. | 6,381 | $22.5 萬 | 0.00% | −3,336−34.3% | 減碼 |
| Park National Corp | 6,357 | $22.5 萬 | 0.01% | +6,357 | 新進 |
| Waldron Private Wealth LLC | 6,350 | $22.5 萬 | 0.01% | +6,350 | 新進 |
| TriaGen Wealth Management LLC | 6,660 | $23.5 萬 | 0.17% | +6,660 | 新進 |
| CIBC Asset Management Inc | 6,682 | $23.6 萬 | 0.00% | +6,682 | 新進 |
| Stokes Family Office, LLC | 6,693 | $23.6 萬 | 0.03% | +6,693 | 新進 |
| Balasa Dinverno & Foltz LLC | 6,743 | $23.8 萬 | 0.01% | +6,743 | 新進 |
| Holocene Advisors, LP | 6,904 | $24.4 萬 | 0.00% | −134,453−95.1% | 減碼 |
| Freestone Capital Holdings, LLC | 6,944 | $24.5 萬 | 0.01% | −1,353−16.3% | 減碼 |
| Inspire Advisors, LLC | 6,924 | $24.5 萬 | 0.07% | +6,924 | 新進 |
| First Republic Investment Management, Inc. | 6,956 | $24.6 萬 | 0.00% | +6,956 | 新進 |
| Diversified Trust Co | 6,961 | $24.6 萬 | 0.01% | +6,961 | 新進 |
| Seven Eight Capital, LP | 7,015 | $24.8 萬 | 0.10% | −138,609−95.2% | 減碼 |
| CenterBook Partners LP | 7,027 | $24.8 萬 | 0.05% | +7,027 | 新進 |
| Atria Wealth Solutions, Inc. | 7,041 | $25.0 萬 | 0.01% | +7,041 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 10,572 | $25.1 萬 | 0.15% | 00.0% | 不變 |
| CIBC World Markets Inc. | 7,102 | $25.1 萬 | 0.00% | +7,102 | 新進 |
| Bard Financial Services, Inc. | 7,250 | $25.6 萬 | 0.02% | +7,250 | 新進 |
| Dorsey & Whitney Trust CO LLC | 7,372 | $26.0 萬 | 0.03% | +7,372 | 新進 |
| Stephens Inc | 7,500 | $26.5 萬 | 0.01% | +7,500 | 新進 |
| Profund Advisors LLC | 7,543 | $26.6 萬 | 0.02% | −2,549−25.3% | 減碼 |
| Advisory Services Network, LLC | 7,519 | $26.6 萬 | 0.01% | +7,519 | 新進 |
| Advisor Partners LLC | 7,598 | $26.8 萬 | 0.02% | +7,598 | 新進 |
| OmniStar Financial Group, Inc. | 7,778 | $27.4 萬 | 0.30% | −14,741−65.5% | 減碼 |
| Eads & Heald Wealth Management | 7,905 | $27.9 萬 | 0.15% | −255−3.1% | 減碼 |
| Paloma Partners Management Co | 8,000 | $28.3 萬 | 0.03% | −31,000−79.5% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| EMC Capital Management | 8,324 | $29.4 萬 | 0.25% | +2,793+50.5% | 加碼 |
| RSM US Wealth Management LLC | 8,400 | $29.9 萬 | 0.02% | +21+0.3% | 加碼 |
| Tradewinds, LLC. | 8,581 | $30.3 萬 | 0.21% | +8,581 | 新進 |
| Utah Retirement Systems | 8,700 | $30.7 萬 | 0.00% | 00.0% | 不變 |
| Quadrature Capital Ltd | 8,772 | $31.0 萬 | 0.01% | +8,772 | 新進 |
| Twin Tree Management, LP | 8,911 | $31.5 萬 | 0.01% | +8,911 | 新進 |
| Boston Family Office LLC | 9,000 | $31.8 萬 | 0.03% | 00.0% | 不變 |
| GWM Advisors LLC | 9,003 | $31.8 萬 | 0.01% | +9,003 | 新進 |
| Harvest Fund Management Co., Ltd | 9,086 | $32.1 萬 | 0.09% | +4,688+106.6% | 加碼 |
| ProShare Advisors LLC | 9,152 | $32.3 萬 | 0.00% | −4,039−30.6% | 減碼 |
| Shelton Capital Management | 9,215 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 9,350 | $33.0 萬 | 0.12% | −68,000−87.9% | 減碼 |
| Kingsview Wealth Management, LLC | 9,371 | $33.1 萬 | 0.02% | −21,646−69.8% | 減碼 |
| Fifth Third Bancorp | 9,521 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 9,689 | $34.2 萬 | 0.01% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 9,796 | $34.6 萬 | 0.03% | +9,796 | 新進 |
| DuPont Capital Management Corp | 9,886 | $34.9 萬 | 0.02% | +9,886 | 新進 |
| Baird Financial Group, Inc. | 10,135 | $35.8 萬 | 0.00% | −845−7.7% | 減碼 |
| Veritable, L.P. | 10,677 | $37.7 萬 | 0.01% | +10,677 | 新進 |
| Allworth Financial LP | 10,876 | $38.4 萬 | 0.01% | +16+0.1% | 加碼 |
| Kestra Advisory Services, LLC | 10,896 | $38.5 萬 | 0.00% | +1,866+20.7% | 加碼 |
| CSS LLC | 11,000 | $38.9 萬 | 0.02% | +11,000 | 新進 |
| Merit Financial Group, LLC | 11,160 | $39.4 萬 | 0.01% | +11,160 | 新進 |
| Bokf, NA | 11,191 | $39.5 萬 | 0.01% | −587−5.0% | 減碼 |
| 1620 Investment Advisors, Inc. | 11,264 | $39.8 萬 | 0.55% | +926+9.0% | 加碼 |
| Fort, L.P. | 11,447 | $40.4 萬 | 0.27% | −9,425−45.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 11,522 | $40.7 萬 | 0.01% | +5,362+87.0% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $41.0 萬 | 0.04% | 00.0% | 不變 |
| Brown Advisory Inc | 11,678 | $41.2 萬 | 0.00% | −204−1.7% | 減碼 |
| PDT Partners, LLC | 11,701 | $41.3 萬 | 0.04% | +11,701 | 新進 |
| Vise Technologies, Inc. | 11,990 | $42.3 萬 | 0.16% | +11,990 | 新進 |
| Atlas Capital Advisors LLC | 12,157 | $42.9 萬 | 0.07% | +12,157 | 新進 |
| One Wealth Advisors, LLC | 12,202 | $43.1 萬 | 0.12% | +552+4.7% | 加碼 |
| Pictet Asset Management SA | 12,462 | $44.0 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 12,734 | $45.0 萬 | 0.01% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 13,088 | $46.2 萬 | 0.08% | −1,991−13.2% | 減碼 |
| Mackenzie Financial Corp | 13,117 | $46.3 萬 | 0.00% | +13,117 | 新進 |
| Two Sigma Securities, LLC | 13,246 | $46.8 萬 | 0.08% | +13,246 | 新進 |
| Bartlett & Co. Wealth Management LLC | 13,200 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. LLC | 13,200 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 13,933 | $49.2 萬 | 0.01% | +3,937+39.4% | 加碼 |
| Commonwealth Equity Services, LLC | 14,111 | $49.8 萬 | 0.00% | −33,368−70.3% | 減碼 |
| Natixis Advisors, L.P. | 14,154 | $50.0 萬 | 0.00% | +14,154 | 新進 |
| Verition Fund Management LLC | 14,437 | $51.0 萬 | 0.01% | +14,437 | 新進 |
| Gladius Capital Management LP | 14,451 | $51.1 萬 | 0.11% | +14,451 | 新進 |
| Chicago Trust Co NA | 14,500 | $51.2 萬 | 0.13% | 00.0% | 不變 |
| Securian Asset Management, Inc | 14,549 | $51.4 萬 | 0.01% | −214−1.4% | 減碼 |
| LMR Partners LLP | 14,713 | $52.0 萬 | 0.01% | +14,713 | 新進 |
| Legacy Bridge, LLC | 14,785 | $52.2 萬 | 0.39% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 14,805 | $52.3 萬 | 0.16% | +14,805 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,907 | $52.7 萬 | 0.00% | +14,907 | 新進 |
| RBF Capital, LLC | 15,000 | $53.0 萬 | 0.04% | 00.0% | 不變 |
| Quent Capital, LLC | 15,193 | $53.7 萬 | 0.11% | 00.0% | 不變 |
| Prudential Financial Inc | 15,909 | $55.0 萬 | 0.00% | +3,400+27.2% | 加碼 |
| MML Investors Services, LLC | 15,712 | $55.5 萬 | 0.00% | −980−5.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 15,709 | $55.6 萬 | 0.00% | −92−0.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 16,789 | $57.1 萬 | 0.00% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 16,313 | $57.6 萬 | 0.27% | +963+6.3% | 加碼 |
| Rockland Trust Co | 16,666 | $58.9 萬 | 0.04% | 00.0% | 不變 |
| Scotia Capital Inc. | 17,130 | $60.5 萬 | 0.00% | +41+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 17,439 | $61.6 萬 | 0.00% | −99−0.6% | 減碼 |
| United Services Automobile Association | 17,602 | $62.2 萬 | 0.02% | +17,602 | 新進 |
| New York Life Investment Management LLC | 17,909 | $63.3 萬 | 0.01% | +17,909 | 新進 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $63.6 萬 | 0.10% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 18,000 | $63.6 萬 | 0.00% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 18,818 | $66.5 萬 | 0.04% | +18,818 | 新進 |
| Handelsbanken Fonder AB | 19,600 | $69.2 萬 | 0.00% | −400−2.0% | 減碼 |
| US Bancorp | 19,895 | $70.2 萬 | 0.00% | −2,215−10.0% | 減碼 |
| Hodges Capital Management Inc. | 20,000 | $70.6 萬 | 0.07% | −24,925−55.5% | 減碼 |