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 |
|---|---|---|---|---|---|
| Umb Bank N A | 4,405 | $18.7 萬 | 0.00% | −377−7.9% | 減碼 |
| IFP Advisors, Inc | 6,096 | $19.7 萬 | 0.01% | +3,054+100.4% | 加碼 |
| Resources Investment Advisors, LLC. | 4,719 | $20.1 萬 | 0.01% | +4,719 | 新進 |
| Westshore Wealth, LLC | 4,730 | $20.1 萬 | 0.14% | +4,730 | 新進 |
| Measured Wealth Private Client Group, LLC | 4,762 | $20.3 萬 | 0.09% | +4,762 | 新進 |
| Guyasuta Investment Advisors Inc | 4,800 | $20.4 萬 | 0.02% | +4,800 | 新進 |
| Intrust Bank NA | 4,817 | $20.5 萬 | 0.03% | +4,817 | 新進 |
| Hightower 6M Holding, LLC | 4,809 | $20.5 萬 | 0.02% | +4,809 | 新進 |
| Advisory Research Inc | 4,839 | $20.6 萬 | 0.02% | −26,092−84.4% | 減碼 |
| Alterna Wealth Management, Inc | 4,912 | $20.9 萬 | 0.25% | +4,912 | 新進 |
| Wilen Investment Management Corp. | 5,000 | $21.0 萬 | 0.21% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 4,927 | $21.0 萬 | 0.02% | +4,927 | 新進 |
| LBMC Investment Advisors, LLC | 5,000 | $21.3 萬 | 0.02% | +5,000 | 新進 |
| Affinity Capital Advisors, LLC | 5,000 | $21.3 萬 | 0.07% | +5,000 | 新進 |
| JustInvest LLC | 5,100 | $21.7 萬 | 0.01% | +5,100 | 新進 |
| TCM Advisors, LLC | – | $21.7 萬 | 0.24% | – | 新進 |
| Cairn Investment Group, Inc. | 5,310 | $22.6 萬 | 0.19% | −34,660−86.7% | 減碼 |
| Washington Trust Co | 5,315 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Vestcor Inc | 5,349 | $22.8 萬 | 0.01% | +5,349 | 新進 |
| Arnhold LLC | 5,600 | $23.8 萬 | 0.03% | +5,600 | 新進 |
| First Republic Investment Management, Inc. | 5,643 | $24.0 萬 | 0.00% | −1,313−18.9% | 減碼 |
| Capula Management Ltd | 5,680 | $24.2 萬 | 0.03% | +5,680 | 新進 |
| Tocqueville Asset Management L.P. | 5,732 | $24.4 萬 | 0.00% | −649−10.2% | 減碼 |
| Kaizen Financial Strategies | 5,877 | $25.0 萬 | 0.25% | +36+0.6% | 加碼 |
| Stephens Inc | 6,000 | $25.5 萬 | 0.01% | −1,500−20.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,000 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 6,213 | $26.6 萬 | 0.02% | +46+0.7% | 加碼 |
| Park National Corp | 6,357 | $27.0 萬 | 0.01% | 00.0% | 不變 |
| CIBC World Markets Inc. | 6,422 | $27.3 萬 | 0.00% | −680−9.6% | 減碼 |
| DuPont Capital Management Corp | 6,491 | $27.6 萬 | 0.02% | −3,395−34.3% | 減碼 |
| Woodmont Investment Counsel LLC | 6,500 | $27.7 萬 | 0.03% | +6,500 | 新進 |
| Freestone Capital Holdings, LLC | 6,541 | $27.8 萬 | 0.01% | −403−5.8% | 減碼 |
| Waldron Private Wealth LLC | 6,528 | $27.9 萬 | 0.02% | +178+2.8% | 加碼 |
| CenterBook Partners LP | 6,571 | $28.0 萬 | 0.05% | −456−6.5% | 減碼 |
| CIBC Asset Management Inc | 6,682 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 6,710 | $28.5 萬 | 0.16% | +50+0.8% | 加碼 |
| Captrust Financial Advisors | 6,941 | $29.5 萬 | 0.00% | +4,720+212.5% | 加碼 |
| Profund Advisors LLC | 7,041 | $30.0 萬 | 0.02% | −502−6.7% | 減碼 |
| Bard Financial Services, Inc. | 7,250 | $30.8 萬 | 0.03% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 7,372 | $31.3 萬 | 0.03% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 7,493 | $31.9 萬 | 0.06% | −5,595−42.7% | 減碼 |
| Stokes Family Office, LLC | 7,723 | $32.9 萬 | 0.05% | +1,030+15.4% | 加碼 |
| Advisor Partners II, LLC | 7,886 | $33.5 萬 | 0.03% | +7,886 | 新進 |
| Hodges Capital Management Inc. | 8,000 | $34.0 萬 | 0.06% | −12,000−60.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,022 | $34.1 萬 | 0.01% | −3,500−30.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 8,100 | $34.5 萬 | 0.07% | −15,000−64.9% | 減碼 |
| Integrated Wealth Concepts LLC | 8,214 | $34.9 萬 | 0.01% | +8,214 | 新進 |
| Atria Wealth Solutions, Inc. | 8,153 | $34.9 萬 | 0.01% | +1,112+15.8% | 加碼 |
| NinePointTwo Capital | 8,242 | $35.0 萬 | 0.14% | +8,242 | 新進 |
| EMC Capital Management | 8,324 | $35.4 萬 | 0.33% | 00.0% | 不變 |
| Shelton Capital Management | 8,393 | $35.7 萬 | 0.02% | −822−8.9% | 減碼 |
| RSM US Wealth Management LLC | 8,379 | $35.9 萬 | 0.02% | −21−0.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 8,500 | $36.2 萬 | 0.00% | −14,000−62.2% | 減碼 |
| Utah Retirement Systems | 8,500 | $36.2 萬 | 0.01% | −200−2.3% | 減碼 |
| Tradewinds, LLC. | 8,581 | $36.5 萬 | 0.27% | 00.0% | 不變 |
| Advisory Services Network, LLC | 8,959 | $38.0 萬 | 0.01% | +1,440+19.2% | 加碼 |
| Boston Family Office LLC | 9,000 | $38.2 萬 | 0.03% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 9,009 | $38.3 萬 | 0.11% | −77−0.8% | 減碼 |
| ProShare Advisors LLC | 9,053 | $38.6 萬 | 0.00% | −99−1.1% | 減碼 |
| Inspire Advisors, LLC | 9,212 | $39.2 萬 | 0.11% | +2,288+33.0% | 加碼 |
| One Wealth Advisors, LLC | 9,522 | $40.5 萬 | 0.13% | −2,680−22.0% | 減碼 |
| Fifth Third Bancorp | 9,567 | $40.7 萬 | 0.00% | +46+0.5% | 加碼 |
| Gsa Capital Partners LLP | 9,849 | $41.9 萬 | 0.06% | +9,849 | 新進 |
| Baird Financial Group, Inc. | 9,878 | $42.1 萬 | 0.00% | −257−2.5% | 減碼 |
| Ethic Inc. | 9,885 | $42.1 萬 | 0.03% | +9,885 | 新進 |
| Vise Technologies, Inc. | 9,962 | $42.4 萬 | 0.16% | −2,028−16.9% | 減碼 |
| Burns Matteson Capital Management, LLC | 9,982 | $42.5 萬 | 0.31% | +9,982 | 新進 |
| Pinkerton Retirement Specialists, LLC | 10,052 | $42.8 萬 | 0.16% | +10,052 | 新進 |
| Seven Eight Capital, LP | 10,157 | $43.2 萬 | 0.09% | +3,142+44.8% | 加碼 |
| 1620 Investment Advisors, Inc. | 10,211 | $43.4 萬 | 0.64% | −1,053−9.3% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 10,250 | $43.6 萬 | 0.30% | −322−3.0% | 減碼 |
| Pathstone Family Office, LLC | 10,220 | $43.6 萬 | 0.01% | +3,993+64.1% | 加碼 |
| Simplex Trading, LLC | 10,328 | $43.9 萬 | 0.02% | −13,687−57.0% | 減碼 |
| Veritable, L.P. | 10,342 | $44.0 萬 | 0.01% | −335−3.1% | 減碼 |
| AdvisorShares Investments LLC | 10,592 | $45.1 萬 | 0.12% | +10,592 | 新進 |
| Kestra Advisory Services, LLC | 10,807 | $46.0 萬 | 0.00% | −89−0.8% | 減碼 |
| Globeflex Capital L P | 11,046 | $47.0 萬 | 0.08% | +11,046 | 新進 |
| Merit Financial Group, LLC | 11,242 | $47.8 萬 | 0.02% | +82+0.7% | 加碼 |
| Argent Trust Co | 11,405 | $48.5 萬 | 0.04% | −10,843−48.7% | 減碼 |
| Neuberger Berman Group LLC | 11,585 | $49.3 萬 | 0.00% | −21,981−65.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $49.3 萬 | 0.06% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 11,630 | $49.4 萬 | 0.59% | +3,852+49.5% | 加碼 |
| Brown Advisory Inc | 11,678 | $49.7 萬 | 0.00% | 00.0% | 不變 |
| Bokf, NA | 11,764 | $50.1 萬 | 0.01% | +573+5.1% | 加碼 |
| CSS LLC | 12,000 | $51.0 萬 | 0.03% | +1,000+9.1% | 加碼 |
| Pictet Asset Management SA | 12,462 | $53.0 萬 | 0.00% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 12,554 | $53.4 萬 | 0.02% | +2,865+29.6% | 加碼 |
| Jennison Associates LLC | 12,563 | $53.4 萬 | 0.00% | +12,563 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 12,944 | $55.1 萬 | 0.06% | +12,944 | 新進 |
| Atlas Capital Advisors LLC | 13,140 | $55.9 萬 | 0.10% | +983+8.1% | 加碼 |
| Bartlett & Co. LLC | 13,200 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 13,200 | $56.5 萬 | 0.01% | 00.0% | 不變 |
| Holocene Advisors, LP | 13,432 | $57.1 萬 | 0.00% | +6,528+94.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 13,600 | $57.8 萬 | 0.00% | −42,500−75.8% | 減碼 |
| Strategy Asset Managers LLC | 13,852 | $58.9 萬 | 0.16% | −953−6.4% | 減碼 |
| Illinois Municipal Retirement Fund | 14,246 | $60.6 萬 | 0.01% | +14,246 | 新進 |
| Dynamic Technology Lab Private Ltd | 14,358 | $61.1 萬 | 0.06% | −11,884−45.3% | 減碼 |
| Chicago Trust Co NA | 14,500 | $61.7 萬 | 0.16% | 00.0% | 不變 |
| Securian Asset Management, Inc | 14,549 | $61.9 萬 | 0.02% | 00.0% | 不變 |