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 |
|---|---|---|---|---|---|
| EHP Funds Inc. | 14,600 | $62.1 萬 | 0.14% | −6,600−31.1% | 減碼 |
| Allworth Financial LP | 14,587 | $62.1 萬 | 0.01% | +3,711+34.1% | 加碼 |
| Verition Fund Management LLC | 14,663 | $62.4 萬 | 0.01% | +226+1.6% | 加碼 |
| Legacy Bridge, LLC | 14,785 | $62.9 萬 | 0.50% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 14,810 | $63.0 萬 | 0.00% | +699+5.0% | 加碼 |
| RBF Capital, LLC | 15,000 | $63.8 萬 | 0.05% | 00.0% | 不變 |
| Balasa Dinverno & Foltz LLC | 15,370 | $65.4 萬 | 0.04% | +8,627+127.9% | 加碼 |
| GWM Advisors LLC | 15,510 | $66.0 萬 | 0.01% | +6,507+72.3% | 加碼 |
| Edgestream Partners, L.P. | 15,562 | $66.2 萬 | 0.05% | −37,004−70.4% | 減碼 |
| TSP Capital Management Group, LLC | – | $68.9 萬 | 0.29% | – | – |
| MSH Capital Advisors LLC | 16,313 | $69.4 萬 | 0.34% | 00.0% | 不變 |
| Ci Investments Inc. | 16,435 | $69.9 萬 | 0.00% | −10,246−38.4% | 減碼 |
| Rockland Trust Co | 16,666 | $70.9 萬 | 0.05% | 00.0% | 不變 |
| MML Investors Services, LLC | 16,732 | $71.2 萬 | 0.01% | +1,020+6.5% | 加碼 |
| SG Americas Securities, LLC | 17,056 | $72.6 萬 | 0.01% | −28,272−62.4% | 減碼 |
| AE Wealth Management LLC | 17,075 | $72.6 萬 | 0.01% | −4,025−19.1% | 減碼 |
| Aigen Investment Management, LP | 17,273 | $73.5 萬 | 0.11% | +17,273 | 新進 |
| United Services Automobile Association | 17,602 | $74.9 萬 | 0.02% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $76.6 萬 | 0.13% | 00.0% | 不變 |
| Mackenzie Financial Corp | 17,996 | $76.6 萬 | 0.00% | +4,879+37.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 18,123 | $77.1 萬 | 0.00% | +684+3.9% | 加碼 |
| Exchange Traded Concepts, LLC | 18,198 | $77.4 萬 | 0.03% | +18,198 | 新進 |
| Natixis Advisors, L.P. | 18,446 | $78.5 萬 | 0.00% | +4,292+30.3% | 加碼 |
| Hussman Strategic Advisors, Inc. | 18,600 | $79.1 萬 | 0.14% | −12,400−40.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,674 | $79.4 萬 | 0.00% | +2,965+18.9% | 加碼 |
| New York Life Investment Management LLC | 19,448 | $82.7 萬 | 0.01% | +1,539+8.6% | 加碼 |
| Handelsbanken Fonder AB | 19,600 | $83.4 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 19,958 | $84.9 萬 | 0.00% | +63+0.3% | 加碼 |
| Crawford Investment Counsel Inc | 20,170 | $85.8 萬 | 0.02% | −3,945−16.4% | 減碼 |
| Huber Capital Management LLC | 20,213 | $86.0 萬 | 0.24% | −5,754−22.2% | 減碼 |
| AXA S.A. | 20,400 | $86.8 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 20,462 | $87.0 萬 | 0.02% | +20,462 | 新進 |
| Park Circle Co | 20,800 | $88.5 萬 | 0.92% | 00.0% | 不變 |
| Range Financial Group LLC | 20,905 | $88.9 萬 | 0.69% | −71,682−77.4% | 減碼 |
| Quent Capital, LLC | 21,026 | $89.4 萬 | 0.19% | +5,833+38.4% | 加碼 |
| Duality Advisers, LP | 21,669 | $92.2 萬 | 0.10% | +21,669 | 新進 |
| Ceera Investments, LLC | 21,749 | $92.5 萬 | 0.61% | −24,995−53.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,929 | $93.3 萬 | 0.01% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 22,148 | $94.2 萬 | 0.01% | −785−3.4% | 減碼 |
| Concorde Asset Management, LLC | 22,343 | $95.0 萬 | 1.06% | +22,343 | 新進 |
| STRS Ohio | 22,404 | $95.3 萬 | 0.00% | −7,666−25.5% | 減碼 |
| Harrison & Co Wealth Management, LLC | 22,530 | $95.8 萬 | 1.02% | −2,399−9.6% | 減碼 |
| Mariner, LLC | 22,886 | $97.4 萬 | 0.00% | +1,493+7.0% | 加碼 |
| Algert Global LLC | 22,937 | $97.6 萬 | 0.06% | −44,568−66.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 23,049 | $98.1 萬 | 0.02% | −3,665−13.7% | 減碼 |
| Group One Trading, L.P. | 23,147 | $98.5 萬 | 0.03% | −2,388−9.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 23,188 | $98.6 萬 | 0.22% | +1,441+6.6% | 加碼 |
| Bank of Nova Scotia | 23,241 | $98.9 萬 | 0.00% | −1,027−4.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 23,300 | $99.1 萬 | 0.01% | +5,300+29.4% | 加碼 |
| Ifrah Financial Services, Inc. | 23,725 | $100.9 萬 | 0.35% | −32−0.1% | 減碼 |
| Wealthfront Advisers LLC | 23,853 | $101.5 萬 | 0.01% | −303−1.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 23,970 | $102.0 萬 | 0.01% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 24,332 | $103.5 萬 | 0.08% | +14,536+148.4% | 加碼 |
| New Mexico Educational Retirement Board | 25,100 | $106.8 萬 | 0.06% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 26,643 | $113.3 萬 | 0.01% | −6,804−20.3% | 減碼 |
| Federated Hermes, Inc. | 27,595 | $117.4 萬 | 0.00% | +578+2.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 28,215 | $120.0 萬 | 0.01% | +28,215 | 新進 |
| Graham Capital Management, L.P. | 28,733 | $122.2 萬 | 0.05% | +332+1.2% | 加碼 |
| Paragon Capital Management Inc | 28,806 | $122.5 萬 | 1.20% | +28,806 | 新進 |
| Walleye Trading LLC | 29,020 | $123.5 萬 | 0.04% | +29,020 | 新進 |
| State of Wisconsin Investment Board | 29,581 | $125.8 萬 | 0.00% | −11,307−27.7% | 減碼 |
| Meeder Asset Management Inc | 29,852 | $127.0 萬 | 0.07% | −4,044−11.9% | 減碼 |
| Redwood Investment Management, LLC | 29,884 | $127.1 萬 | 0.27% | −5,627−15.8% | 減碼 |
| Ashfield Capital Partners, LLC | 30,000 | $127.6 萬 | 0.11% | 00.0% | 不變 |
| Bank of Montreal | 26,647 | $128.4 萬 | 0.00% | −14,513−35.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 30,017 | $128.5 萬 | 0.00% | +13,228+78.8% | 加碼 |
| Barnett & Company, Inc. | 30,770 | $130.9 萬 | 1.16% | +4,670+17.9% | 加碼 |
| Janus Henderson Group PLC | 31,815 | $135.4 萬 | 0.00% | −2,966−8.5% | 減碼 |
| Xponance, Inc. | 31,868 | $135.6 萬 | 0.03% | −755−2.3% | 減碼 |
| Bowling Portfolio Management LLC | 32,206 | $137.0 萬 | 0.38% | +32,206 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 32,843 | $139.7 萬 | 0.03% | +32,843 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 32,500 | $141.1 萬 | 0.03% | −1,200−3.6% | 減碼 |
| M&T Bank Corp | 33,409 | $142.1 萬 | 0.01% | −1,072−3.1% | 減碼 |
| AlphaCrest Capital Management LLC | 33,925 | $144.3 萬 | 0.09% | −127,003−78.9% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 34,359 | $146.2 萬 | 0.62% | +5,913+20.8% | 加碼 |
| Ergoteles LLC | 35,568 | $151.3 萬 | 0.05% | +35,568 | 新進 |
| Convergence Investment Partners, LLC | 35,620 | $151.5 萬 | 0.99% | −11,297−24.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 35,804 | $152.3 萬 | 0.00% | −10,500−22.7% | 減碼 |
| Creative Planning | 36,124 | $153.7 萬 | 0.00% | +1,714+5.0% | 加碼 |
| AGF Investments LLC | 36,345 | $154.6 萬 | 0.14% | +8,613+31.1% | 加碼 |
| EAM Investors, LLC | 36,742 | $156.3 萬 | 0.34% | −4,330−10.5% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 44,453 | $157.0 萬 | 0.11% | 00.0% | 不變 |
| National Bank of Canada | 37,292 | $158.2 萬 | 0.01% | +8,117+27.8% | 加碼 |
| Cunning Capital Partners, LP | 37,575 | $159.8 萬 | 1.27% | −9,790−20.7% | 減碼 |
| Engineers Gate Manager LP | 37,817 | $160.9 萬 | 0.10% | −83,895−68.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 38,436 | $163.5 萬 | 0.00% | −2,558−6.2% | 減碼 |
| River & Mercantile Asset Management LLP | 39,445 | $167.8 萬 | 0.32% | −15,320−28.0% | 減碼 |
| Gabelli Funds LLC | 40,000 | $170.2 萬 | 0.01% | −13,500−25.2% | 減碼 |
| State of Michigan Retirement System | 40,268 | $171.3 萬 | 0.01% | −300−0.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 41,043 | $174.5 萬 | 0.08% | −1,518−3.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 41,674 | $177.3 萬 | 0.00% | +3,742+9.9% | 加碼 |
| Alps Advisors Inc | 42,205 | $179.6 萬 | 0.02% | −35,266−45.5% | 減碼 |
| Thrivent Financial for Lutherans | 42,239 | $179.7 萬 | 0.00% | +369+0.9% | 加碼 |
| Kingsview Wealth Management, LLC | 42,238 | $179.7 萬 | 0.09% | +32,867+350.7% | 加碼 |
| Louisiana State Employees Retirement System | 42,500 | $180.8 萬 | 0.05% | +600+1.4% | 加碼 |
| ETF Managers Group, LLC | 43,260 | $184.0 萬 | 0.06% | +17,966+71.0% | 加碼 |
| Mork Capital Management, LLC | 43,290 | $184.2 萬 | 1.81% | 00.0% | 不變 |
| Arizona State Retirement System | 43,369 | $184.5 萬 | 0.02% | −1,221−2.7% | 減碼 |
| Deutsche Bank AG | 44,199 | $188.1 萬 | 0.00% | −7,253−14.1% | 減碼 |
| Versor Investments LP | 44,221 | $188.1 萬 | 0.11% | +44,221 | 新進 |