H&R Block Inc
HRB- 交易所
- NYSE
- 產業
- Services-Personal Services
- SEC CIK
- 0000012659
近 90 天,H&R Block Inc 內部人申報 0 筆公開市場買進、1 筆賣出;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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 28,401 | $100.3 萬 | 0.05% | +11,630+69.3% | 加碼 |
| AGF Investments LLC | 27,732 | $97.9 萬 | 0.09% | −6,713−19.5% | 減碼 |
| Corton Capital Inc. | 27,391 | $96.7 萬 | 0.91% | +27,391 | 新進 |
| Federated Hermes, Inc. | 27,017 | $95.4 萬 | 0.00% | −1,252−4.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 26,714 | $94.4 萬 | 0.02% | −614−2.2% | 減碼 |
| Ci Investments Inc. | 26,681 | $94.2 萬 | 0.00% | +13,702+105.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 26,242 | $92.7 萬 | 0.10% | +26,242 | 新進 |
| Barnett & Company, Inc. | 26,100 | $92.2 萬 | 0.74% | −30,800−54.1% | 減碼 |
| Huber Capital Management LLC | 25,967 | $91.7 萬 | 0.26% | −20,950−44.7% | 減碼 |
| Group One Trading, L.P. | 25,535 | $90.2 萬 | 0.03% | +25,535 | 新進 |
| New Mexico Educational Retirement Board | 25,100 | $88.7 萬 | 0.04% | −12,900−33.9% | 減碼 |
| Harrison & Co Wealth Management, LLC | 24,929 | $88.0 萬 | 0.84% | −14,671−37.0% | 減碼 |
| ETF Managers Group, LLC | 25,294 | $87.5 萬 | 0.03% | +25,294 | 新進 |
| Allianz Asset Management GmbH | 24,644 | $87.0 萬 | 0.00% | +24,644 | 新進 |
| TSP Capital Management Group, LLC | – | $86.4 萬 | 0.34% | – | – |
| Bank of Nova Scotia | 24,268 | $85.7 萬 | 0.00% | −8,214−25.3% | 減碼 |
| Wealthfront Advisers LLC | 24,156 | $85.3 萬 | 0.00% | −479−1.9% | 減碼 |
| Crawford Investment Counsel Inc | 24,115 | $85.2 萬 | 0.02% | −4,750−16.5% | 減碼 |
| Simplex Trading, LLC | 24,015 | $84.8 萬 | 0.03% | +15,123+170.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 23,970 | $84.7 萬 | 0.00% | 00.0% | 不變 |
| Ifrah Financial Services, Inc. | 23,757 | $83.9 萬 | 0.27% | +23,757 | 新進 |
| Bayesian Capital Management, LP | 23,100 | $81.6 萬 | 0.15% | +23,100 | 新進 |
| State of Alaska, Department of Revenue | 22,933 | $80.9 萬 | 0.01% | −555−2.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 22,775 | $80.4 萬 | 0.00% | +22,775 | 新進 |
| Gamco Investors, Inc. Et Al | 22,500 | $79.5 萬 | 0.01% | −9,800−30.3% | 減碼 |
| Argent Trust Co | 22,248 | $78.6 萬 | 0.05% | +7,528+51.1% | 加碼 |
| Quantamental Technologies LLC | 21,976 | $77.6 萬 | 0.35% | +21,976 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,929 | $77.5 萬 | 0.00% | −1,971−8.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 21,747 | $76.8 萬 | 0.21% | +5,866+36.9% | 加碼 |
| Intersect Capital LLC | 21,408 | $75.6 萬 | 0.23% | +13,508+171.0% | 加碼 |
| Mariner, LLC | 21,393 | $75.5 萬 | 0.00% | −1,239−5.5% | 減碼 |
| EHP Funds Inc. | 21,200 | $74.9 萬 | 0.14% | −13,500−38.9% | 減碼 |
| Wolverine Trading, LLC | 21,579 | $74.6 萬 | 0.02% | +21,579 | 新進 |
| AE Wealth Management LLC | 21,100 | $74.5 萬 | 0.01% | +1,478+7.5% | 加碼 |
| Park Circle Co | 20,800 | $73.5 萬 | 0.71% | 00.0% | 不變 |
| AXA S.A. | 20,400 | $72.1 萬 | 0.00% | −81,400−80.0% | 減碼 |
| Hodges Capital Management Inc. | 20,000 | $70.6 萬 | 0.07% | −24,925−55.5% | 減碼 |
| US Bancorp | 19,895 | $70.2 萬 | 0.00% | −2,215−10.0% | 減碼 |
| Handelsbanken Fonder AB | 19,600 | $69.2 萬 | 0.00% | −400−2.0% | 減碼 |
| Point72 Hong Kong Ltd | 18,818 | $66.5 萬 | 0.04% | +18,818 | 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 |
| New York Life Investment Management LLC | 17,909 | $63.3 萬 | 0.01% | +17,909 | 新進 |
| United Services Automobile Association | 17,602 | $62.2 萬 | 0.02% | +17,602 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 17,439 | $61.6 萬 | 0.00% | −99−0.6% | 減碼 |
| Scotia Capital Inc. | 17,130 | $60.5 萬 | 0.00% | +41+0.2% | 加碼 |
| Rockland Trust Co | 16,666 | $58.9 萬 | 0.04% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 16,313 | $57.6 萬 | 0.27% | +963+6.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 16,789 | $57.1 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 15,709 | $55.6 萬 | 0.00% | −92−0.6% | 減碼 |
| MML Investors Services, LLC | 15,712 | $55.5 萬 | 0.00% | −980−5.9% | 減碼 |
| Prudential Financial Inc | 15,909 | $55.0 萬 | 0.00% | +3,400+27.2% | 加碼 |
| Quent Capital, LLC | 15,193 | $53.7 萬 | 0.11% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $53.0 萬 | 0.04% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,907 | $52.7 萬 | 0.00% | +14,907 | 新進 |
| Strategy Asset Managers LLC | 14,805 | $52.3 萬 | 0.16% | +14,805 | 新進 |
| Legacy Bridge, LLC | 14,785 | $52.2 萬 | 0.39% | 00.0% | 不變 |
| LMR Partners LLP | 14,713 | $52.0 萬 | 0.01% | +14,713 | 新進 |
| Securian Asset Management, Inc | 14,549 | $51.4 萬 | 0.01% | −214−1.4% | 減碼 |
| Chicago Trust Co NA | 14,500 | $51.2 萬 | 0.13% | 00.0% | 不變 |
| Gladius Capital Management LP | 14,451 | $51.1 萬 | 0.11% | +14,451 | 新進 |
| Verition Fund Management LLC | 14,437 | $51.0 萬 | 0.01% | +14,437 | 新進 |
| Natixis Advisors, L.P. | 14,154 | $50.0 萬 | 0.00% | +14,154 | 新進 |
| Commonwealth Equity Services, LLC | 14,111 | $49.8 萬 | 0.00% | −33,368−70.3% | 減碼 |
| Ontario Teachers Pension Plan Board | 13,933 | $49.2 萬 | 0.01% | +3,937+39.4% | 加碼 |
| Bartlett & Co. LLC | 13,200 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 13,200 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 13,246 | $46.8 萬 | 0.08% | +13,246 | 新進 |
| Mackenzie Financial Corp | 13,117 | $46.3 萬 | 0.00% | +13,117 | 新進 |
| Alpha Omega Wealth Management LLC | 13,088 | $46.2 萬 | 0.08% | −1,991−13.2% | 減碼 |
| Maryland State Retirement & Pension System | 12,734 | $45.0 萬 | 0.01% | 00.0% | 不變 |
| Pictet Asset Management SA | 12,462 | $44.0 萬 | 0.00% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 12,202 | $43.1 萬 | 0.12% | +552+4.7% | 加碼 |
| Atlas Capital Advisors LLC | 12,157 | $42.9 萬 | 0.07% | +12,157 | 新進 |
| Vise Technologies, Inc. | 11,990 | $42.3 萬 | 0.16% | +11,990 | 新進 |
| PDT Partners, LLC | 11,701 | $41.3 萬 | 0.04% | +11,701 | 新進 |
| Brown Advisory Inc | 11,678 | $41.2 萬 | 0.00% | −204−1.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $41.0 萬 | 0.04% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 11,522 | $40.7 萬 | 0.01% | +5,362+87.0% | 加碼 |
| Fort, L.P. | 11,447 | $40.4 萬 | 0.27% | −9,425−45.2% | 減碼 |
| 1620 Investment Advisors, Inc. | 11,264 | $39.8 萬 | 0.55% | +926+9.0% | 加碼 |
| Bokf, NA | 11,191 | $39.5 萬 | 0.01% | −587−5.0% | 減碼 |
| Merit Financial Group, LLC | 11,160 | $39.4 萬 | 0.01% | +11,160 | 新進 |
| CSS LLC | 11,000 | $38.9 萬 | 0.02% | +11,000 | 新進 |
| Kestra Advisory Services, LLC | 10,896 | $38.5 萬 | 0.00% | +1,866+20.7% | 加碼 |
| Allworth Financial LP | 10,876 | $38.4 萬 | 0.01% | +16+0.1% | 加碼 |
| Veritable, L.P. | 10,677 | $37.7 萬 | 0.01% | +10,677 | 新進 |
| Baird Financial Group, Inc. | 10,135 | $35.8 萬 | 0.00% | −845−7.7% | 減碼 |
| DuPont Capital Management Corp | 9,886 | $34.9 萬 | 0.02% | +9,886 | 新進 |
| Occudo Quantitative Strategies LP | 9,796 | $34.6 萬 | 0.03% | +9,796 | 新進 |
| First Citizens Bank & Trust Co | 9,689 | $34.2 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 9,521 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 9,371 | $33.1 萬 | 0.02% | −21,646−69.8% | 減碼 |
| Xcel Wealth Management, LLC | 9,350 | $33.0 萬 | 0.12% | −68,000−87.9% | 減碼 |
| Shelton Capital Management | 9,215 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| ProShare Advisors LLC | 9,152 | $32.3 萬 | 0.00% | −4,039−30.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 9,086 | $32.1 萬 | 0.09% | +4,688+106.6% | 加碼 |
| 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 |
| Twin Tree Management, LP | 8,911 | $31.5 萬 | 0.01% | +8,911 | 新進 |