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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 599,881 | $2,119 萬 | 0.00% | −4,140−0.7% | 減碼 |
| Nuveen Asset Management, LLC | 605,394 | $2,138 萬 | 0.01% | +4,855+0.8% | 加碼 |
| NewEdge Wealth, LLC | 610,349 | $2,156 萬 | 0.98% | +25,790+4.4% | 加碼 |
| Boston Partners | 615,179 | $2,206 萬 | 0.03% | −126,885−17.1% | 減碼 |
| Fulton Breakefield Broenniman LLC | 637,288 | $2,251 萬 | 1.95% | +637,288 | 新進 |
| American Century Companies Inc | 662,931 | $2,342 萬 | 0.02% | −69,680−9.5% | 減碼 |
| Citadel Advisors LLC | 698,824 | $2,468 萬 | 0.03% | +373,670+114.9% | 加碼 |
| Voloridge Investment Management, LLC | 724,946 | $2,561 萬 | 0.13% | +584,716+417.0% | 加碼 |
| Victory Capital Management Inc | 736,774 | $2,602 萬 | 0.03% | +142,333+23.9% | 加碼 |
| Principal Financial Group Inc | 801,181 | $2,830 萬 | 0.02% | +52,222+7.0% | 加碼 |
| Wedge Capital Management L L P | 921,474 | $3,255 萬 | 0.52% | +912,967+10,732.0% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 514,374 | $3,284 萬 | 0.94% | +79,599+18.3% | 加碼 |
| AQR Capital Management LLC | 1,043,634 | $3,630 萬 | 0.08% | +873,787+514.5% | 加碼 |
| Invesco Ltd. | 1,078,134 | $3,808 萬 | 0.01% | +317,223+41.7% | 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 |
| HighTower Advisors, LLC | 1,164,681 | $4,113 萬 | 0.11% | +171,460+17.3% | 加碼 |
| Royce & Associates LP | 1,333,656 | $4,711 萬 | 0.48% | −576,361−30.2% | 減碼 |
| Renaissance Technologies LLC | 1,342,800 | $4,743 萬 | 0.06% | +1,342,800 | 新進 |
| Goldman Sachs Group Inc | 1,443,416 | $5,098 萬 | 0.01% | +8,038+0.6% | 加碼 |
| Norges Bank | 1,462,516 | $5,166 萬 | 0.01% | −353,808−19.5% | 減碼 |
| Morgan Stanley | 1,830,029 | $6,464 萬 | 0.01% | +800,767+77.8% | 加碼 |
| Artisan Partners Limited Partnership | 1,966,343 | $6,945 萬 | 0.12% | −625,674−24.1% | 減碼 |
| Dimensional Fund Advisors LP | 2,000,988 | $7,067 萬 | 0.03% | +112,893+6.0% | 加碼 |
| Geode Capital Management, LLC | 2,027,446 | $7,161 萬 | 0.01% | −95,897−4.5% | 減碼 |
| LSV Asset Management | 2,136,615 | $7,547 萬 | 0.16% | −236,400−10.0% | 減碼 |
| Northern Trust Corp | 2,301,459 | $8,129 萬 | 0.02% | +331,972+16.9% | 加碼 |
| Lazard Asset Management LLC | 2,349,161 | $8,297 萬 | 0.11% | −3,595,837−60.5% | 減碼 |
| Bank of New York Mellon Corp | 2,668,458 | $9,425 萬 | 0.02% | +129,745+5.1% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 2,852,728 | $1.01 億 | 0.69% | −772,701−21.3% | 減碼 |
| Charles Schwab Investment Management Inc | 2,954,367 | $1.04 億 | 0.04% | −15,078−0.5% | 減碼 |
| Wellington Management Group LLP | 4,480,921 | $1.58 億 | 0.03% | +1,896,262+73.4% | 加碼 |
| State Street Corp | 7,659,938 | $2.73 億 | 0.02% | −230,048−2.9% | 減碼 |
| Jupiter Asset Management Ltd | 9,197,552 | $3.25 億 | 4.57% | −1,865,666−16.9% | 減碼 |
| FMR LLC | 12,781,335 | $4.51 億 | 0.04% | +4,690,930+58.0% | 加碼 |
| BlackRock Inc. | 19,104,362 | $6.75 億 | 0.02% | −1,621,316−7.8% | 減碼 |
| Vanguard Group Inc | 19,608,420 | $6.93 億 | 0.02% | −848,439−4.1% | 減碼 |
| Castleview Partners, LLC | 350 | – | – | +350 | 新進 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −17,041−100.0% | 清倉 |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −614,714−100.0% | 清倉 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −385,191−100.0% | 清倉 |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −324,312−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −165,982−100.0% | 清倉 |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −159,010−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −81,337−100.0% | 清倉 |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −73,521−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −73,078−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −69,994−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −54,932−100.0% | 清倉 |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −51,877−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −41,142−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −38,271−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −35,573−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −35,476−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −33,977−100.0% | 清倉 |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −31,006−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −26,829−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −26,693−100.0% | 清倉 |
| Eagle Harbor Asset Management Inc | 0 | $0 | 0.00% | −24,950−100.0% | 清倉 |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −20,500−100.0% | 清倉 |
| Guardian Investment Management | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,970−100.0% | 清倉 |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −13,540−100.0% | 清倉 |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −12,690−100.0% | 清倉 |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −11,630−100.0% | 清倉 |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −11,467−100.0% | 清倉 |
| Agf Investments Inc. | 0 | $0 | 0.00% | −10,647−100.0% | 清倉 |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −10,286−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −9,638−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,318−100.0% | 清倉 |
| Paladin Advisory Group, LLC | 0 | $0 | 0.00% | −3,584−100.0% | 清倉 |
| De Burlo Group Inc | 0 | $0 | 0.00% | −2,400−100.0% | 清倉 |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −1,524−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −1,034−100.0% | 清倉 |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −600−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Lake Point Wealth Management | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Spire Wealth Management | 0 | $0 | 0.00% | −345−100.0% | 清倉 |
| Denali Advisors LLC | 0 | $0 | 0.00% | −73−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| Assetmark, Inc | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −27−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −29−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Cordant, Inc. | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −35−100.0% | 清倉 |
| TCWP LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Franchise Capital Ltd | 0 | $0 | 0.00% | −51,356−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |
| PGGM Investments | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |
| Amalgamated Financial Corp. | – | – | – | – | 本季未申報 |
| Virginia Retirement Systems Et Al | – | – | – | – | 本季未申報 |
| NN Investment Partners Holdings N.V. | – | – | – | – | 本季未申報 |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | 本季未申報 |
| IndexIQ Advisors LLC | – | – | – | – | 本季未申報 |
| SJS Investment Consulting Inc. | – | – | – | – | 本季未申報 |