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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 121,712 | $429.9 萬 | 0.16% | +81,445+202.3% | 加碼 |
| Empowered Funds, LLC | 120,715 | $426.4 萬 | 0.55% | +120,715 | 新進 |
| Texas Permanent School Fund | 115,930 | $409.5 萬 | 0.07% | −720−0.6% | 減碼 |
| Russell Investments Group, Ltd. | 113,149 | $397.4 萬 | 0.01% | −837,304−88.1% | 減碼 |
| Toroso Investments, LLC | 111,515 | $393.9 萬 | 0.14% | +18,326+19.7% | 加碼 |
| Aviva PLC | 110,445 | $390.1 萬 | 0.02% | +110,445 | 新進 |
| MetLife Investment Management | 109,445 | $386.6 萬 | 0.03% | −2,897−2.6% | 減碼 |
| Winton Group Ltd | 107,903 | $381.1 萬 | 0.20% | +48,450+81.5% | 加碼 |
| Intech Investment Management LLC | 106,588 | $376.5 萬 | 0.02% | +106,588 | 新進 |
| Crossmark Global Holdings, Inc. | 99,514 | $351.5 萬 | 0.09% | +76,430+331.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 97,711 | $345.1 萬 | 0.01% | −10,522−9.7% | 減碼 |
| Guggenheim Capital LLC | 94,760 | $334.7 萬 | 0.03% | +2,969+3.2% | 加碼 |
| Macquarie Group Ltd | 94,338 | $333.3 萬 | 0.00% | +50,092+113.2% | 加碼 |
| Yousif Capital Management, LLC | 93,911 | $331.7 萬 | 0.04% | +385+0.4% | 加碼 |
| Range Financial Group LLC | 92,587 | $327.0 萬 | 2.38% | −4,960−5.1% | 減碼 |
| Roosevelt Investment Group LLC | 92,000 | $324.9 萬 | 0.23% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 87,330 | $308.4 萬 | 0.00% | −530−0.6% | 減碼 |
| HRT Financial LP | 83,775 | $295.8 萬 | 0.03% | −156,215−65.1% | 減碼 |
| Public Employees Retirement System of Ohio | 81,854 | $289.1 萬 | 0.01% | −3,745−4.4% | 減碼 |
| Seizert Capital Partners, LLC | 81,473 | $287.8 萬 | 0.15% | −109−0.1% | 減碼 |
| Human Investing LLC | 80,918 | $285.8 萬 | 0.69% | −2,480−3.0% | 減碼 |
| Eaton Vance Management | 78,677 | $277.9 萬 | 0.00% | +45,844+139.6% | 加碼 |
| Raymond James & Associates | 78,553 | $277.5 萬 | 0.00% | −6,721−7.9% | 減碼 |
| Triasima Portfolio Management inc. | 77,545 | $273.9 萬 | 0.19% | +77,545 | 新進 |
| Alps Advisors Inc | 77,471 | $273.6 萬 | 0.03% | +77,471 | 新進 |
| EAM Global Investors LLC | 77,142 | $272.5 萬 | 0.67% | +77,142 | 新進 |
| Ensign Peak Advisors, Inc | 76,215 | $269.2 萬 | 0.01% | +8,910+13.2% | 加碼 |
| Green Square Capital Advisors LLC | 75,266 | $265.8 萬 | 0.49% | −2,186−2.8% | 減碼 |
| Round Hill Asset Management | 71,304 | $251.8 萬 | 1.54% | +100+0.1% | 加碼 |
| Nisa Investment Advisors, LLC | 70,770 | $250.0 萬 | 0.02% | +1,900+2.8% | 加碼 |
| Jump Financial, LLC | 70,611 | $249.4 萬 | 0.11% | +29,780+72.9% | 加碼 |
| Alaska Permanent Fund Corp | 70,400 | $248.7 萬 | 0.04% | −31,600−31.0% | 減碼 |
| Davy Global Fund Management Ltd | 69,767 | $246.4 萬 | 0.49% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 69,540 | $245.6 萬 | 0.02% | +8,858+14.6% | 加碼 |
| 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 |
| HSBC Holdings PLC | 65,918 | $235.0 萬 | 0.00% | +42,240+178.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,181 | $223.2 萬 | 0.02% | +2,879+4.8% | 加碼 |
| D.A. Davidson & Co. | 62,686 | $221.4 萬 | 0.03% | −1,535−2.4% | 減碼 |
| Voya Investment Management LLC | 62,070 | $219.2 萬 | 0.01% | −55,857−47.4% | 減碼 |
| Auxier Asset Management | 60,252 | $212.8 萬 | 0.38% | −1,050−1.7% | 減碼 |
| Truist Financial Corp | 58,575 | $206.9 萬 | 0.00% | +46,113+370.0% | 加碼 |
| Franklin Resources Inc | 58,107 | $205.2 萬 | 0.00% | −300,374−83.8% | 減碼 |
| LPL Financial LLC | 57,315 | $202.4 萬 | 0.00% | +7,665+15.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 56,808 | $200.6 萬 | 0.01% | +56,808 | 新進 |
| Schonfeld Strategic Advisors LLC | 56,100 | $198.1 萬 | 0.02% | +14,064+33.5% | 加碼 |
| River & Mercantile Asset Management LLP | 54,765 | $193.5 萬 | 0.34% | −25,635−31.9% | 減碼 |
| Gabelli Funds LLC | 53,500 | $189.0 萬 | 0.01% | −5,000−8.5% | 減碼 |
| Trexquant Investment LP | 53,054 | $187.4 萬 | 0.08% | +53,054 | 新進 |
| Quantedge Capital Pte Ltd | 53,000 | $187.2 萬 | 0.38% | −20,200−27.6% | 減碼 |
| Rings Capital Management LLC | 53,000 | $187.2 萬 | 1.10% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 52,566 | $185.7 萬 | 0.15% | +21,556+69.5% | 加碼 |
| Deutsche Bank AG | 51,452 | $181.7 萬 | 0.00% | +19,203+59.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 50,396 | $178.0 萬 | 0.11% | +11,455+29.4% | 加碼 |
| Glenmede Trust Co NA | 47,919 | $169.1 萬 | 0.01% | +39,689+482.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 47,487 | $167.7 萬 | 0.03% | −8,690−15.5% | 減碼 |
| Ritholtz Wealth Management | 47,449 | $167.6 萬 | 0.11% | +6,702+16.4% | 加碼 |
| Cunning Capital Partners, LP | 47,365 | $167.3 萬 | 1.29% | +47,365 | 新進 |
| Tectonic Advisors LLC | 47,140 | $166.5 萬 | 0.30% | +5,280+12.6% | 加碼 |
| Convergence Investment Partners, LLC | 46,917 | $165.7 萬 | 1.00% | −13,789−22.7% | 減碼 |
| Ceera Investments, LLC | 46,744 | $165.1 萬 | 0.94% | −385−0.8% | 減碼 |
| Hanlon Investment Management, Inc. | 46,467 | $164.1 萬 | 0.40% | +46,467 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 46,304 | $163.5 萬 | 0.00% | +46,304 | 新進 |
| Argyle Capital Management Inc. | 45,950 | $162.3 萬 | 0.58% | 00.0% | 不變 |
| SG Americas Securities, LLC | 45,328 | $160.1 萬 | 0.02% | −42,151−48.2% | 減碼 |
| Louisiana State Employees Retirement System | 41,900 | $159.5 萬 | 0.04% | −1,200−2.8% | 減碼 |
| Arizona State Retirement System | 44,590 | $157.5 萬 | 0.02% | −2,885−6.1% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 44,453 | $157.0 萬 | 0.11% | −47,247−51.5% | 減碼 |
| Commerce Bank | 44,263 | $156.3 萬 | 0.01% | +3,976+9.9% | 加碼 |
| Mork Capital Management, LLC | 43,290 | $152.9 萬 | 1.40% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 42,561 | $150.3 萬 | 0.06% | −1,392−3.2% | 減碼 |
| Thrivent Financial for Lutherans | 41,870 | $147.9 萬 | 0.00% | −1,125−2.6% | 減碼 |
| EAM Investors, LLC | 41,072 | $145.1 萬 | 0.35% | +41,072 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 40,994 | $144.8 萬 | 0.00% | −53,430−56.6% | 減碼 |
| State of Wisconsin Investment Board | 40,888 | $144.4 萬 | 0.00% | +28,380+226.9% | 加碼 |
| Bank of Montreal | 41,160 | $143.6 萬 | 0.00% | +16,219+65.0% | 加碼 |
| State of Michigan Retirement System | 40,568 | $143.3 萬 | 0.01% | −1,200−2.9% | 減碼 |
| Cairn Investment Group, Inc. | 39,970 | $141.2 萬 | 1.10% | −2,350−5.6% | 減碼 |
| Amundi | 36,544 | $134.2 萬 | 0.00% | +35,166+2,552.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 37,932 | $134.0 萬 | 0.00% | −21,768−36.5% | 減碼 |
| Redwood Investment Management, LLC | 35,511 | $125.4 萬 | 0.21% | −16,990−32.4% | 減碼 |
| Janus Henderson Group PLC | 34,781 | $122.9 萬 | 0.00% | −2,412−6.5% | 減碼 |
| Creative Planning | 34,410 | $121.5 萬 | 0.00% | +2,451+7.7% | 加碼 |
| Jane Street Group, LLC | 34,074 | $120.3 萬 | 0.00% | −93,907−73.4% | 減碼 |
| Meeder Asset Management Inc | 33,896 | $119.6 萬 | 0.07% | +23,654+231.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 33,700 | $119.0 萬 | 0.03% | +32,151+2,075.6% | 加碼 |
| Neuberger Berman Group LLC | 33,566 | $118.5 萬 | 0.00% | +33,566 | 新進 |
| United Capital Financial Advisers, LLC | 33,447 | $118.1 萬 | 0.01% | −320−0.9% | 減碼 |
| M&T Bank Corp | 34,481 | $117.7 萬 | 0.01% | +161+0.5% | 加碼 |
| Xponance, Inc. | 32,623 | $115.2 萬 | 0.02% | +670+2.1% | 加碼 |
| Shilanski & Associates, Inc. | 32,349 | $114.8 萬 | 0.54% | +32,349 | 新進 |
| Tudor Investment Corp Et Al | 31,258 | $110.4 萬 | 0.03% | +31,258 | 新進 |
| Hussman Strategic Advisors, Inc. | 31,000 | $109.5 萬 | 0.19% | −125,000−80.1% | 減碼 |
| Cetera Investment Advisers | 30,995 | $109.5 萬 | 0.02% | +9,392+43.5% | 加碼 |
| Advisory Research Inc | 30,931 | $109.2 萬 | 0.11% | +30,931 | 新進 |
| Delphia (USA) Inc. | 30,664 | $108.3 萬 | 0.75% | +30,664 | 新進 |
| STRS Ohio | 30,070 | $106.2 萬 | 0.00% | +30,070 | 新進 |
| Ashfield Capital Partners, LLC | 30,000 | $106.0 萬 | 0.08% | 00.0% | 不變 |
| National Bank of Canada | 29,175 | $103.0 萬 | 0.01% | +22,411+331.3% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 28,446 | $100.5 萬 | 0.46% | +8,683+43.9% | 加碼 |