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 |
|---|---|---|---|---|---|
| Algert Global LLC | 67,505 | $238.4 萬 | 0.18% | +2,220+3.4% | 加碼 |
| WBI Investments | 70,123 | $238.4 萬 | 0.51% | +70,123 | 新進 |
| Treasurer of the State of North Carolina | 69,540 | $245.6 萬 | 0.02% | +8,858+14.6% | 加碼 |
| Davy Global Fund Management Ltd | 69,767 | $246.4 萬 | 0.49% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 70,400 | $248.7 萬 | 0.04% | −31,600−31.0% | 減碼 |
| Jump Financial, LLC | 70,611 | $249.4 萬 | 0.11% | +29,780+72.9% | 加碼 |
| Nisa Investment Advisors, LLC | 70,770 | $250.0 萬 | 0.02% | +1,900+2.8% | 加碼 |
| Round Hill Asset Management | 71,304 | $251.8 萬 | 1.54% | +100+0.1% | 加碼 |
| Green Square Capital Advisors LLC | 75,266 | $265.8 萬 | 0.49% | −2,186−2.8% | 減碼 |
| Ensign Peak Advisors, Inc | 76,215 | $269.2 萬 | 0.01% | +8,910+13.2% | 加碼 |
| EAM Global Investors LLC | 77,142 | $272.5 萬 | 0.67% | +77,142 | 新進 |
| Alps Advisors Inc | 77,471 | $273.6 萬 | 0.03% | +77,471 | 新進 |
| Triasima Portfolio Management inc. | 77,545 | $273.9 萬 | 0.19% | +77,545 | 新進 |
| Raymond James & Associates | 78,553 | $277.5 萬 | 0.00% | −6,721−7.9% | 減碼 |
| Eaton Vance Management | 78,677 | $277.9 萬 | 0.00% | +45,844+139.6% | 加碼 |
| Human Investing LLC | 80,918 | $285.8 萬 | 0.69% | −2,480−3.0% | 減碼 |
| Seizert Capital Partners, LLC | 81,473 | $287.8 萬 | 0.15% | −109−0.1% | 減碼 |
| Public Employees Retirement System of Ohio | 81,854 | $289.1 萬 | 0.01% | −3,745−4.4% | 減碼 |
| HRT Financial LP | 83,775 | $295.8 萬 | 0.03% | −156,215−65.1% | 減碼 |
| Price T Rowe Associates Inc | 87,330 | $308.4 萬 | 0.00% | −530−0.6% | 減碼 |
| Roosevelt Investment Group LLC | 92,000 | $324.9 萬 | 0.23% | 00.0% | 不變 |
| Range Financial Group LLC | 92,587 | $327.0 萬 | 2.38% | −4,960−5.1% | 減碼 |
| Yousif Capital Management, LLC | 93,911 | $331.7 萬 | 0.04% | +385+0.4% | 加碼 |
| Macquarie Group Ltd | 94,338 | $333.3 萬 | 0.00% | +50,092+113.2% | 加碼 |
| Guggenheim Capital LLC | 94,760 | $334.7 萬 | 0.03% | +2,969+3.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 97,711 | $345.1 萬 | 0.01% | −10,522−9.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 99,514 | $351.5 萬 | 0.09% | +76,430+331.1% | 加碼 |
| Intech Investment Management LLC | 106,588 | $376.5 萬 | 0.02% | +106,588 | 新進 |
| Winton Group Ltd | 107,903 | $381.1 萬 | 0.20% | +48,450+81.5% | 加碼 |
| MetLife Investment Management | 109,445 | $386.6 萬 | 0.03% | −2,897−2.6% | 減碼 |
| Aviva PLC | 110,445 | $390.1 萬 | 0.02% | +110,445 | 新進 |
| Toroso Investments, LLC | 111,515 | $393.9 萬 | 0.14% | +18,326+19.7% | 加碼 |
| Russell Investments Group, Ltd. | 113,149 | $397.4 萬 | 0.01% | −837,304−88.1% | 減碼 |
| Texas Permanent School Fund | 115,930 | $409.5 萬 | 0.07% | −720−0.6% | 減碼 |
| Empowered Funds, LLC | 120,715 | $426.4 萬 | 0.55% | +120,715 | 新進 |
| Engineers Gate Manager LP | 121,712 | $429.9 萬 | 0.16% | +81,445+202.3% | 加碼 |
| Mercer Global Advisors Inc | 124,252 | $438.9 萬 | 0.03% | +18,753+17.8% | 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 |
| Amalgamated Bank | 133,216 | $470.5 萬 | 0.04% | +11,169+9.2% | 加碼 |
| Mutual of America Capital Management LLC | 133,505 | $471.5 萬 | 0.06% | −16,543−11.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 134,168 | $473.9 萬 | 0.00% | −5,527−4.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 136,863 | $483.4 萬 | 0.01% | +84,832+163.0% | 加碼 |
| Bridgewater Associates, LP | 140,417 | $496.0 萬 | 0.02% | +131,474+1,470.1% | 加碼 |
| Credit Suisse AG | 142,259 | $502.5 萬 | 0.01% | −15,963−10.1% | 減碼 |
| Great West Life Assurance Co | 143,599 | $507.3 萬 | 0.01% | +26,687+22.8% | 加碼 |
| Alberta Investment Management Corp | 147,201 | $519.9 萬 | 0.04% | +76,812+109.1% | 加碼 |
| Advisor Group Holdings, Inc. | 148,551 | $524.7 萬 | 0.01% | +119,393+409.5% | 加碼 |
| Carolina Wealth Advisors, LLC | 150,468 | $531.5 萬 | 3.51% | −750−0.5% | 減碼 |
| Miller Value Partners, LLC | 154,500 | $545.7 萬 | 0.31% | −255,500−62.3% | 減碼 |
| South Dakota Investment Council | 155,725 | $550.0 萬 | 0.12% | −215,722−58.1% | 減碼 |
| Rodgers Brothers Inc. | 159,350 | $562.8 萬 | 1.11% | −30,500−16.1% | 減碼 |
| AlphaCrest Capital Management LLC | 160,928 | $568.4 萬 | 0.27% | +160,928 | 新進 |
| Lodge Hill Capital, LLC | 175,000 | $618.1 萬 | 2.03% | −325,000−65.0% | 減碼 |
| Dorsey Wright & Associates | 177,884 | $628.3 萬 | 1.84% | +177,884 | 新進 |
| Teacher Retirement System of Texas | 179,495 | $634.0 萬 | 0.04% | −72,675−28.8% | 減碼 |
| Natixis | 180,000 | $635.8 萬 | 0.02% | +180,000 | 新進 |
| Stifel Financial Corp | 181,628 | $641.5 萬 | 0.01% | +48,785+36.7% | 加碼 |
| Invenomic Capital Management LP | 181,841 | $642.3 萬 | 0.56% | −641,803−77.9% | 減碼 |
| Wells Fargo & Company | 201,324 | $711.1 萬 | 0.00% | −239,178−54.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 201,353 | $711.2 萬 | 0.02% | −19,264−8.7% | 減碼 |
| Retirement Systems of Alabama | 210,238 | $742.6 萬 | 0.03% | −5,653−2.6% | 減碼 |
| Citigroup Inc | 211,006 | $745.3 萬 | 0.01% | +172,961+454.6% | 加碼 |
| California State Teachers Retirement System | 212,474 | $750.5 萬 | 0.01% | −10,679−4.8% | 減碼 |
| Swedbank AB | 215,968 | $762.8 萬 | 0.02% | −841,430−79.6% | 減碼 |
| New York State Teachers Retirement System | 221,731 | $783.2 萬 | 0.02% | −11,424−4.9% | 減碼 |
| Barclays PLC | 226,029 | $798.3 萬 | 0.01% | +134,364+146.6% | 加碼 |
| Financial Counselors Inc | 230,248 | $813.2 萬 | 0.19% | −7,736−3.3% | 減碼 |
| Kestrel Investment Management Corp | 238,550 | $842.6 萬 | 4.84% | −11,600−4.6% | 減碼 |
| Alliancebernstein L.P. | 241,909 | $854.4 萬 | 0.00% | −25,458−9.5% | 減碼 |
| Ibex Wealth Advisors | 245,918 | $868.6 萬 | 2.00% | +12,032+5.1% | 加碼 |
| New York State Common Retirement Fund | 248,943 | $879.3 萬 | 0.01% | +21,066+9.2% | 加碼 |
| Acadian Asset Management LLC | 256,595 | $906.3 萬 | 0.05% | +256,595 | 新進 |
| Envestnet Asset Management Inc | 260,380 | $919.7 萬 | 0.01% | +137,783+112.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 260,954 | $921.7 萬 | 0.07% | +195,205+296.9% | 加碼 |
| American International Group, Inc. | 264,430 | $934.0 萬 | 0.06% | −15,436−5.5% | 減碼 |
| Legal & General Group Plc | 270,358 | $954.9 萬 | 0.00% | −15,201−5.3% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 274,730 | $970.3 萬 | 0.04% | −129,240−32.0% | 減碼 |
| SEI Investments Co | 296,295 | $1,051 萬 | 0.02% | −85,312−22.4% | 減碼 |
| Man Group plc | – | $1,104 萬 | 0.05% | – | – |
| Arrowstreet Capital, Limited Partnership | 312,576 | $1,104 萬 | 0.02% | +312,576 | 新進 |
| California Public Employees Retirement System | 313,611 | $1,108 萬 | 0.01% | −30,643−8.9% | 減碼 |
| Storebrand Asset Management AS | 321,291 | $1,135 萬 | 0.06% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 336,657 | $1,189 萬 | 1.59% | −64,767−16.1% | 減碼 |
| Royal Bank of Canada | 341,161 | $1,205 萬 | 0.00% | +83,302+32.3% | 加碼 |
| UBS Group AG | 374,187 | $1,322 萬 | 0.01% | −67,611−15.3% | 減碼 |
| Advisors Asset Management, Inc. | 374,234 | $1,322 萬 | 0.24% | +374,234 | 新進 |
| D. E. Shaw & Co., Inc. | 376,333 | $1,329 萬 | 0.02% | +303,429+416.2% | 加碼 |
| Swiss National Bank | 387,600 | $1,369 萬 | 0.01% | −27,700−6.7% | 減碼 |
| Schroder Investment Management Group | 403,502 | $1,395 萬 | 0.02% | −299,137−42.6% | 減碼 |
| Ameriprise Financial Inc | 405,380 | $1,432 萬 | 0.00% | −40,177−9.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 427,318 | $1,509 萬 | 0.28% | +5,331+1.3% | 加碼 |
| UBS Asset Management Americas Inc | 434,437 | $1,534 萬 | 0.01% | +6,457+1.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 479,150 | $1,693 萬 | 0.05% | +204,204+74.3% | 加碼 |
| Rhumbline Advisers | 481,741 | $1,702 萬 | 0.02% | +38,987+8.8% | 加碼 |
| Bank of America Corp | 489,321 | $1,728 萬 | 0.00% | −237,341−32.7% | 減碼 |
| Pacer Advisors, Inc. | 554,029 | $1,957 萬 | 0.15% | +554,029 | 新進 |
| First Trust Advisors LP | 559,740 | $1,977 萬 | 0.02% | +149,201+36.3% | 加碼 |
| Millennium Management LLC | 570,102 | $2,014 萬 | 0.03% | +561,592+6,599.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 578,339 | $2,043 萬 | 0.03% | +169,323+41.4% | 加碼 |