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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 8,772 | $31.0 萬 | 0.01% | +8,772 | 新進 |
| Utah Retirement Systems | 8,700 | $30.7 萬 | 0.00% | 00.0% | 不變 |
| Tradewinds, LLC. | 8,581 | $30.3 萬 | 0.21% | +8,581 | 新進 |
| RSM US Wealth Management LLC | 8,400 | $29.9 萬 | 0.02% | +21+0.3% | 加碼 |
| EMC Capital Management | 8,324 | $29.4 萬 | 0.25% | +2,793+50.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Paloma Partners Management Co | 8,000 | $28.3 萬 | 0.03% | −31,000−79.5% | 減碼 |
| Eads & Heald Wealth Management | 7,905 | $27.9 萬 | 0.15% | −255−3.1% | 減碼 |
| OmniStar Financial Group, Inc. | 7,778 | $27.4 萬 | 0.30% | −14,741−65.5% | 減碼 |
| Advisor Partners LLC | 7,598 | $26.8 萬 | 0.02% | +7,598 | 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 |
| Stephens Inc | 7,500 | $26.5 萬 | 0.01% | +7,500 | 新進 |
| Dorsey & Whitney Trust CO LLC | 7,372 | $26.0 萬 | 0.03% | +7,372 | 新進 |
| Bard Financial Services, Inc. | 7,250 | $25.6 萬 | 0.02% | +7,250 | 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 |
| Atria Wealth Solutions, Inc. | 7,041 | $25.0 萬 | 0.01% | +7,041 | 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 |
| 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 |
| 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 |
| Holocene Advisors, LP | 6,904 | $24.4 萬 | 0.00% | −134,453−95.1% | 減碼 |
| Balasa Dinverno & Foltz LLC | 6,743 | $23.8 萬 | 0.01% | +6,743 | 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 |
| TriaGen Wealth Management LLC | 6,660 | $23.5 萬 | 0.17% | +6,660 | 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 |
| Pathstone Family Office, LLC | 6,227 | $22.1 萬 | 0.00% | +6,227 | 新進 |
| Focus Financial Network, Inc. | 6,167 | $21.9 萬 | 0.02% | +6,167 | 新進 |
| Coldstream Capital Management Inc | 6,058 | $21.4 萬 | 0.01% | +6,058 | 新進 |
| Flagship Harbor Advisors, LLC | 6,000 | $21.2 萬 | 0.02% | +6,000 | 新進 |
| Kaizen Financial Strategies | 5,841 | $20.6 萬 | 0.20% | +5,841 | 新進 |
| Washington Trust Co | 5,315 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| Wilen Investment Management Corp. | 5,000 | $17.5 萬 | 0.15% | 00.0% | 不變 |
| Umb Bank N A | 4,782 | $16.9 萬 | 0.00% | −16−0.3% | 減碼 |
| Salem Investment Counselors Inc | 4,700 | $16.7 萬 | 0.01% | −546−10.4% | 減碼 |
| State of Wyoming | 4,588 | $16.2 萬 | 0.10% | +4,588 | 新進 |
| Venture Visionary Partners LLC | 3,500 | $12.4 萬 | 0.01% | +3,500 | 新進 |
| TD Private Client Wealth LLC | 2,916 | $10.3 萬 | 0.01% | −847−22.5% | 減碼 |
| Money Concepts Capital Corp | 2,625 | $9.70 萬 | 0.01% | −115−4.2% | 減碼 |
| IFP Advisors, Inc | 3,042 | $8.90 萬 | 0.00% | −1,041−25.5% | 減碼 |
| Prospera Financial Services Inc | 2,475 | $8.70 萬 | 0.00% | −260−9.5% | 減碼 |
| Bessemer Group Inc | 2,403 | $8.50 萬 | 0.00% | −6,591−73.3% | 減碼 |
| Huntington National Bank | 2,400 | $8.50 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 2,221 | $7.90 萬 | 0.00% | −110−4.7% | 減碼 |
| Silvant Capital Management LLC | 2,232 | $7.90 萬 | 0.02% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,968 | $7.00 萬 | 0.01% | +2+0.1% | 加碼 |
| Signaturefd, LLC | 1,990 | $7.00 萬 | 0.00% | +1,523+326.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,870 | $6.60 萬 | 0.00% | −205−9.9% | 減碼 |
| Nomura Asset Management Co Ltd | 1,860 | $6.57 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 1,600 | $5.70 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,619 | $5.70 萬 | 0.01% | +1,619 | 新進 |
| Harbour Investments, Inc. | 1,504 | $5.30 萬 | 0.00% | +1,504 | 新進 |
| Lindbrook Capital, LLC | 1,383 | $4.90 萬 | 0.01% | +125+9.9% | 加碼 |
| CoreCap Advisors, LLC | 1,321 | $4.70 萬 | 0.00% | +1,321 | 新進 |
| Proequities, Inc. | 1,262 | $4.50 萬 | 0.00% | +513+68.5% | 加碼 |
| Parallel Advisors, LLC | 1,132 | $4.00 萬 | 0.00% | −18−1.6% | 減碼 |
| Better Money Decisions, LLC | 1,121 | $4.00 萬 | 0.03% | +1,121 | 新進 |
| Ellevest, Inc. | 1,101 | $3.90 萬 | 0.00% | +273+33.0% | 加碼 |
| Clear Street Markets LLC | 1,100 | $3.90 萬 | 0.01% | +700+175.0% | 加碼 |
| Corsicana & Co. | 1,050 | $3.70 萬 | 0.03% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,000 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 959 | $3.40 萬 | 0.02% | −791−45.2% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 830 | $2.90 萬 | 0.01% | −887−51.7% | 減碼 |
| Valley National Advisers Inc | 800 | $2.90 萬 | 0.01% | 00.0% | 不變 |
| Archer Investment Corp | 800 | $2.83 萬 | 0.01% | −22,000−96.5% | 減碼 |
| CWM, LLC | 751 | $2.70 萬 | 0.00% | +599+394.1% | 加碼 |
| American Portfolios Advisors | 762 | $2.69 萬 | 0.00% | +762 | 新進 |
| NVWM, LLC | 676 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 875 | $2.30 萬 | 0.00% | +875 | 新進 |
| Parkside Financial Bank & Trust | 628 | $2.20 萬 | 0.01% | −1−0.2% | 減碼 |
| Quadrant Capital Group LLC | 609 | $2.20 萬 | 0.00% | +75+14.0% | 加碼 |
| GoalVest Advisory LLC | 600 | $2.20 萬 | 0.01% | +589+5,354.5% | 加碼 |
| PrairieView Partners, LLC | 608 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Heritage Financial Services, LLC | 618 | $2.10 萬 | 0.01% | +618 | 新進 |
| Atwood & Palmer Inc | 570 | $2.00 萬 | 0.00% | −177−23.7% | 減碼 |
| Zions Bancorporation, N.A. | 525 | $1.90 萬 | 0.00% | −190−26.6% | 減碼 |
| Central Trust Co | 500 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 502 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 507 | $1.70 萬 | 0.00% | +507 | 新進 |
| Tradition Wealth Management, LLC | 464 | $1.60 萬 | 0.00% | −400−46.3% | 減碼 |
| Covestor Ltd | 412 | $1.50 萬 | 0.01% | −3,466−89.4% | 減碼 |
| Lowe Wealth Advisors, LLC | 406 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Hudock, Inc. | 400 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 346 | $1.20 萬 | 0.00% | +4+1.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 343 | $1.20 萬 | 0.00% | +100+41.2% | 加碼 |
| Cordasco Financial Network | 325 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial, LLC | 300 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Pacific Center for Financial Services | 280 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 289 | $1.00 萬 | 0.00% | +122+73.1% | 加碼 |
| WR Wealth Planners, LLC | 278 | $9,819 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 267 | $9,000 | 0.00% | +30+12.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 216 | $8,000 | 0.00% | −500−69.8% | 減碼 |
| Retirement Group, LLC | 212 | $8,000 | 0.00% | +2+1.0% | 加碼 |
| Crewe Advisors LLC | 219 | $8,000 | 0.00% | +219 | 新進 |