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 3 季 13F 持有人
H&R Block Inc 在 2022/9/30 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
- 461
- 較 2022 年第 2 季 +30 家
- 持有股數
- 1.38 億
- 較 2022 年第 2 季 −67.7 萬 (−0.5%)
- 總市值
- $58.7 億
- 較 2022 年第 2 季 +$9.45 億 (+19.2%)
- 新進機構
- 75
- 另有 131 家加碼
- 清倉機構
- 45
- 另有 177 家減碼
另有 6 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 19,856,128 | $8.45 億 | 0.03% | +751,766+3.9% | 加碼 |
| Vanguard Group Inc | 18,765,423 | $7.98 億 | 0.02% | −842,997−4.3% | 減碼 |
| FMR LLC | 14,679,474 | $6.24 億 | 0.07% | +1,898,139+14.9% | 加碼 |
| Wellington Management Group LLP | 8,409,083 | $3.58 億 | 0.08% | +3,928,162+87.7% | 加碼 |
| State Street Corp | 6,993,932 | $2.99 億 | 0.02% | −666,006−8.7% | 減碼 |
| Charles Schwab Investment Management Inc | 3,609,566 | $1.54 億 | 0.05% | +655,199+22.2% | 加碼 |
| Bank of New York Mellon Corp | 2,611,292 | $1.11 億 | 0.03% | −57,166−2.1% | 減碼 |
| Northern Trust Corp | 2,387,442 | $1.02 億 | 0.02% | +85,983+3.7% | 加碼 |
| Jupiter Asset Management Ltd | 2,350,000 | $9,997 萬 | 1.55% | −6,847,552−74.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 2,287,277 | $9,730 萬 | 0.70% | −565,451−19.8% | 減碼 |
| Dimensional Fund Advisors LP | 2,148,288 | $9,140 萬 | 0.04% | +147,300+7.4% | 加碼 |
| Geode Capital Management, LLC | 2,073,601 | $8,822 萬 | 0.01% | +46,155+2.3% | 加碼 |
| Lazard Asset Management LLC | 2,041,801 | $8,686 萬 | 0.13% | −307,360−13.1% | 減碼 |
| LSV Asset Management | 2,038,318 | $8,671 萬 | 0.20% | −98,297−4.6% | 減碼 |
| AQR Capital Management LLC | 1,433,448 | $6,098 萬 | 0.15% | +389,814+37.4% | 加碼 |
| Morgan Stanley | 1,296,235 | $5,514 萬 | 0.01% | −533,794−29.2% | 減碼 |
| Goldman Sachs Group Inc | 1,288,773 | $5,483 萬 | 0.02% | −154,643−10.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,242,425 | $5,285 萬 | 0.08% | +929,849+297.5% | 加碼 |
| Invesco Ltd. | 1,227,422 | $5,221 萬 | 0.02% | +149,288+13.8% | 加碼 |
| Artisan Partners Limited Partnership | 1,226,840 | $5,219 萬 | 0.09% | −739,503−37.6% | 減碼 |
| Renaissance Technologies LLC | 1,168,700 | $4,972 萬 | 0.07% | −174,100−13.0% | 減碼 |
| HighTower Advisors, LLC | 1,157,569 | $4,924 萬 | 0.13% | −7,112−0.6% | 減碼 |
| Schroder Investment Management Group | 1,143,164 | $4,863 萬 | 0.08% | +739,662+183.3% | 加碼 |
| Bank of America Corp | 1,098,562 | $4,673 萬 | 0.01% | +609,241+124.5% | 加碼 |
| Norges Bank | 1,088,449 | $4,630 萬 | 0.01% | −374,067−25.6% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 1,035,019 | $4,404 萬 | 1.13% | −85,875−7.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 985,038 | $4,190 萬 | 0.14% | +505,888+105.6% | 加碼 |
| Royce & Associates LP | 935,132 | $3,978 萬 | 0.45% | −398,524−29.9% | 減碼 |
| Wedge Capital Management L L P | 887,367 | $3,775 萬 | 0.64% | −34,107−3.7% | 減碼 |
| Macquarie Group Ltd | 817,732 | $3,488 萬 | 0.04% | +723,394+766.8% | 加碼 |
| American Century Companies Inc | 808,578 | $3,440 萬 | 0.03% | +145,647+22.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 803,705 | $3,419 萬 | 0.06% | +427,372+113.6% | 加碼 |
| JPMorgan Chase & Co | 755,917 | $3,216 萬 | 0.00% | +156,036+26.0% | 加碼 |
| Victory Capital Management Inc | 724,970 | $3,084 萬 | 0.04% | −11,804−1.6% | 減碼 |
| Nuveen Asset Management, LLC | 689,752 | $2,934 萬 | 0.01% | +84,358+13.9% | 加碼 |
| Principal Financial Group Inc | 683,092 | $2,906 萬 | 0.02% | −118,089−14.7% | 減碼 |
| NewEdge Wealth, LLC | 675,642 | $2,874 萬 | 1.36% | +65,293+10.7% | 加碼 |
| Voloridge Investment Management, LLC | 674,810 | $2,871 萬 | 0.15% | −50,136−6.9% | 減碼 |
| Acadian Asset Management LLC | 661,727 | $2,814 萬 | 0.15% | +405,132+157.9% | 加碼 |
| Rhumbline Advisers | 485,134 | $2,064 萬 | 0.03% | +3,393+0.7% | 加碼 |
| Pacer Advisors, Inc. | 482,742 | $2,054 萬 | 0.14% | −71,287−12.9% | 減碼 |
| Fulton Breakefield Broenniman LLC | 481,791 | $2,050 萬 | 1.93% | −155,497−24.4% | 減碼 |
| Qube Research & Technologies Ltd | 471,329 | $2,005 萬 | 0.13% | +471,329 | 新進 |
| HSBC Holdings PLC | 453,667 | $1,949 萬 | 0.04% | +387,749+588.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 434,027 | $1,846 萬 | 0.03% | −144,312−25.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 411,881 | $1,752 萬 | 0.33% | −15,437−3.6% | 減碼 |
| First Trust Advisors LP | 410,354 | $1,746 萬 | 0.02% | −149,386−26.7% | 減碼 |
| UBS Asset Management Americas Inc | 408,978 | $1,740 萬 | 0.01% | −25,459−5.9% | 減碼 |
| California Public Employees Retirement System | 395,410 | $1,682 萬 | 0.02% | +81,799+26.1% | 加碼 |
| Swiss National Bank | 378,400 | $1,610 萬 | 0.01% | −9,200−2.4% | 減碼 |
| Ameriprise Financial Inc | 369,913 | $1,574 萬 | 0.01% | −35,467−8.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 360,497 | $1,534 萬 | 0.04% | +223,634+163.4% | 加碼 |
| Storebrand Asset Management AS | 321,291 | $1,367 萬 | 0.08% | 00.0% | 不變 |
| SEI Investments Co | 320,451 | $1,363 萬 | 0.03% | +24,156+8.2% | 加碼 |
| UBS Group AG | 315,716 | $1,343 萬 | 0.01% | −58,471−15.6% | 減碼 |
| Man Group plc | 284,143 | $1,209 萬 | 0.06% | – | – |
| Advisors Asset Management, Inc. | 259,215 | $1,103 萬 | 0.22% | −115,019−30.7% | 減碼 |
| Winton Group Ltd | 257,586 | $1,096 萬 | 0.72% | +149,683+138.7% | 加碼 |
| Legal & General Group Plc | 255,257 | $1,086 萬 | 0.00% | −15,101−5.6% | 減碼 |
| American International Group, Inc. | 252,529 | $1,074 萬 | 0.08% | −11,901−4.5% | 減碼 |
| Wells Fargo & Company | 252,054 | $1,072 萬 | 0.00% | +50,730+25.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 251,851 | $1,071 萬 | 0.08% | −9,103−3.5% | 減碼 |
| Twin Tree Management, LP | 248,896 | $1,059 萬 | 0.29% | +239,985+2,693.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 247,672 | $1,054 萬 | 0.02% | +247,672 | 新進 |
| New York State Teachers Retirement System | 246,676 | $1,049 萬 | 0.03% | +24,945+11.3% | 加碼 |
| Ibex Wealth Advisors | 241,006 | $1,025 萬 | 2.66% | −4,912−2.0% | 減碼 |
| Alliancebernstein L.P. | 236,611 | $1,007 萬 | 0.00% | −5,298−2.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 236,165 | $1,005 萬 | 0.17% | +236,165 | 新進 |
| Candriam Luxembourg S.C.A. | 229,484 | $976.3 萬 | 0.07% | +229,484 | 新進 |
| Franklin Resources Inc | 227,967 | $969.7 萬 | 0.01% | +169,860+292.3% | 加碼 |
| New York State Common Retirement Fund | 223,597 | $951.2 萬 | 0.01% | −25,346−10.2% | 減碼 |
| Swedbank AB | 215,968 | $918.7 萬 | 0.02% | 00.0% | 不變 |
| California State Teachers Retirement System | 210,474 | $895.4 萬 | 0.02% | −2,000−0.9% | 減碼 |
| Sound Income Strategies, LLC | 210,110 | $893.8 萬 | 1.30% | −126,547−37.6% | 減碼 |
| Retirement Systems of Alabama | 208,937 | $888.8 萬 | 0.04% | −1,301−0.6% | 減碼 |
| Envestnet Asset Management Inc | 208,255 | $885.9 萬 | 0.01% | −52,125−20.0% | 減碼 |
| Financial Counselors Inc | 205,727 | $875.2 萬 | 0.22% | −24,521−10.6% | 減碼 |
| Royal Bank of Canada | 198,637 | $845.1 萬 | 0.00% | −142,524−41.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 197,623 | $840.7 萬 | 0.02% | −3,730−1.9% | 減碼 |
| Teacher Retirement System of Texas | 195,092 | $829.9 萬 | 0.06% | +15,597+8.7% | 加碼 |
| Stifel Financial Corp | 191,296 | $813.8 萬 | 0.01% | +9,668+5.3% | 加碼 |
| Atika Capital Management LLC | 177,000 | $753.0 萬 | 0.85% | +177,000 | 新進 |
| Ensign Peak Advisors, Inc | 176,725 | $751.8 萬 | 0.02% | +100,510+131.9% | 加碼 |
| Great West Life Assurance Co | 165,072 | $702.1 萬 | 0.02% | +21,473+15.0% | 加碼 |
| Rodgers Brothers Inc. | 149,700 | $636.8 萬 | 1.36% | −9,650−6.1% | 減碼 |
| Tudor Investment Corp Et Al | 149,578 | $636.3 萬 | 0.16% | +118,320+378.5% | 加碼 |
| Barclays PLC | 148,726 | $632.6 萬 | 0.01% | −77,303−34.2% | 減碼 |
| Alberta Investment Management Corp | 147,201 | $626.2 萬 | 0.05% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 144,519 | $614.8 萬 | 0.03% | +144,519 | 新進 |
| Credit Suisse AG | 140,648 | $598.4 萬 | 0.01% | −1,611−1.1% | 減碼 |
| Millennium Management LLC | 130,913 | $556.9 萬 | 0.01% | −439,189−77.0% | 減碼 |
| South Dakota Investment Council | 130,570 | $555.4 萬 | 0.13% | −25,155−16.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 129,539 | $551.1 萬 | 0.00% | −4,629−3.5% | 減碼 |
| Mutual of America Capital Management LLC | 128,205 | $545.4 萬 | 0.07% | −5,300−4.0% | 減碼 |
| Allianz Asset Management GmbH | 127,239 | $541.3 萬 | 0.01% | +102,595+416.3% | 加碼 |
| Triasima Portfolio Management inc. | 124,100 | $527.9 萬 | 0.43% | +46,555+60.0% | 加碼 |
| Amalgamated Bank | 121,256 | $515.8 萬 | 0.05% | −11,960−9.0% | 減碼 |
| Lodge Hill Capital, LLC | 120,000 | $510.5 萬 | 1.89% | −55,000−31.4% | 減碼 |
| Citigroup Inc | 116,910 | $497.3 萬 | 0.01% | −94,096−44.6% | 減碼 |
| Texas Permanent School Fund | 114,779 | $488.3 萬 | 0.08% | −1,151−1.0% | 減碼 |