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 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 |
|---|---|---|---|---|---|
| Comerica Bank | 116,873 | $485.6 萬 | 0.04% | −2,805−2.3% | 減碼 |
| Advisor Group Holdings, Inc. | 112,090 | $476.8 萬 | 0.01% | −36,461−24.5% | 減碼 |
| Nisa Investment Advisors, LLC | 110,373 | $468.4 萬 | 0.04% | +39,603+56.0% | 加碼 |
| Natixis | 110,000 | $467.9 萬 | 0.02% | −70,000−38.9% | 減碼 |
| MetLife Investment Management | 107,952 | $459.2 萬 | 0.04% | −1,493−1.4% | 減碼 |
| Jane Street Group, LLC | 107,843 | $458.8 萬 | 0.01% | +73,769+216.5% | 加碼 |
| Kestrel Investment Management Corp | 103,900 | $442.0 萬 | 2.80% | −134,650−56.4% | 減碼 |
| Roosevelt Investment Group LLC | 95,000 | $404.1 萬 | 0.29% | +3,000+3.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 92,803 | $394.8 萬 | 0.02% | −4,908−5.0% | 減碼 |
| Quantedge Capital Pte Ltd | 90,500 | $385.0 萬 | 1.19% | +37,500+70.8% | 加碼 |
| Public Employees Retirement System of Ohio | 88,794 | $377.7 萬 | 0.02% | +6,940+8.5% | 加碼 |
| Intech Investment Management LLC | 87,522 | $372.3 萬 | 0.03% | −19,066−17.9% | 減碼 |
| Glenmede Trust Co NA | 86,786 | $369.0 萬 | 0.02% | +38,867+81.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 86,314 | $367.2 萬 | 0.10% | −13,200−13.3% | 減碼 |
| LPL Financial LLC | 86,225 | $366.8 萬 | 0.00% | +28,910+50.4% | 加碼 |
| Yousif Capital Management, LLC | 84,877 | $361.1 萬 | 0.05% | −9,034−9.6% | 減碼 |
| Raymond James & Associates | 84,599 | $359.9 萬 | 0.00% | +6,046+7.7% | 加碼 |
| Nomura Asset Management Co Ltd | 84,440 | $359.2 萬 | 0.02% | +82,580+4,439.8% | 加碼 |
| Zacks Investment Management | 81,857 | $348.3 萬 | 0.06% | +81,857 | 新進 |
| Price T Rowe Associates Inc | 80,275 | $341.6 萬 | 0.00% | −7,055−8.1% | 減碼 |
| Eaton Vance Management | 79,569 | $338.4 萬 | 0.01% | +892+1.1% | 加碼 |
| Russell Investments Group, Ltd. | 79,052 | $338.2 萬 | 0.01% | −34,097−30.1% | 減碼 |
| Mercer Global Advisors Inc | 78,033 | $332.0 萬 | 0.02% | −46,219−37.2% | 減碼 |
| Janney Montgomery Scott LLC | 76,117 | $323.8 萬 | 0.01% | +76,117 | 新進 |
| Virginia Retirement Systems Et Al | 75,400 | $320.8 萬 | 0.04% | +75,400 | 新進 |
| Trexquant Investment LP | 75,241 | $320.1 萬 | 0.11% | +22,187+41.8% | 加碼 |
| Aviva PLC | 72,525 | $308.5 萬 | 0.02% | −37,920−34.3% | 減碼 |
| Prudential Financial Inc | 70,344 | $305.3 萬 | 0.01% | +54,435+342.2% | 加碼 |
| PGGM Investments | 71,207 | $302.9 萬 | 0.05% | +71,207 | 新進 |
| Sumitomo Mitsui Financial Group, Inc. | 54,109 | $302.5 萬 | 0.13% | −460,265−89.5% | 減碼 |
| Round Hill Asset Management | 70,652 | $300.6 萬 | 2.04% | −652−0.9% | 減碼 |
| Alaska Permanent Fund Corp | 70,400 | $299.5 萬 | 0.05% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 68,330 | $290.7 萬 | 0.02% | −1,210−1.7% | 減碼 |
| Bridgeway Capital Management, LLC | 67,100 | $285.4 萬 | 0.08% | +67,100 | 新進 |
| EAM Global Investors LLC | 66,244 | $281.8 萬 | 0.75% | −10,898−14.1% | 減碼 |
| APG Asset Management N.V. | 64,600 | $280.5 萬 | 0.01% | +64,600 | 新進 |
| Ontario Teachers Pension Plan Board | 65,777 | $279.8 萬 | 0.04% | +51,844+372.1% | 加碼 |
| Toroso Investments, LLC | 65,761 | $279.7 萬 | 0.12% | −45,754−41.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,276 | $269.2 萬 | 0.03% | +95+0.2% | 加碼 |
| LMR Partners LLP | 62,895 | $267.6 萬 | 0.07% | +48,182+327.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 62,018 | $263.8 萬 | 0.17% | +11,622+23.1% | 加碼 |
| Quadrature Capital Ltd | 61,673 | $262.5 萬 | 0.08% | +52,901+603.1% | 加碼 |
| Westpac Banking Corp | 61,131 | $260.1 萬 | 0.04% | +61,131 | 新進 |
| Human Investing LLC | 60,636 | $257.9 萬 | 0.66% | −20,282−25.1% | 減碼 |
| D.A. Davidson & Co. | 59,320 | $252.3 萬 | 0.03% | −3,366−5.4% | 減碼 |
| Voya Investment Management LLC | 58,869 | $250.4 萬 | 0.00% | −3,201−5.2% | 減碼 |
| Truist Financial Corp | 58,858 | $250.3 萬 | 0.00% | +283+0.5% | 加碼 |
| Canada Pension Plan Investment Board | 58,600 | $249.3 萬 | 0.00% | +58,600 | 新進 |
| Two Sigma Investments, LP | 58,053 | $247.0 萬 | 0.01% | −70,900−55.0% | 減碼 |
| Green Square Capital Advisors LLC | 57,402 | $244.2 萬 | 0.43% | −17,864−23.7% | 減碼 |
| Auxier Asset Management | 54,182 | $230.5 萬 | 0.44% | −6,070−10.1% | 減碼 |
| Rings Capital Management LLC | 53,000 | $225.5 萬 | 2.02% | 00.0% | 不變 |
| Tectonic Advisors LLC | 51,607 | $219.5 萬 | 0.40% | +4,467+9.5% | 加碼 |
| Davy Global Fund Management Ltd | 50,223 | $213.6 萬 | 0.48% | −19,544−28.0% | 減碼 |
| Ritholtz Wealth Management | 50,220 | $213.6 萬 | 0.11% | +2,771+5.8% | 加碼 |
| Hanlon Investment Management, Inc. | 49,063 | $208.7 萬 | 0.78% | +2,596+5.6% | 加碼 |
| Commerce Bank | 48,536 | $206.5 萬 | 0.02% | +4,273+9.7% | 加碼 |
| Bridgewater Associates, LP | 48,167 | $204.9 萬 | 0.01% | −92,250−65.7% | 減碼 |
| Guggenheim Capital LLC | 47,361 | $201.5 萬 | 0.02% | −47,399−50.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 46,587 | $198.2 萬 | 0.03% | −900−1.9% | 減碼 |
| Argyle Capital Management Inc. | 45,950 | $195.5 萬 | 0.76% | 00.0% | 不變 |
| 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 |
| Arizona State Retirement System | 43,369 | $184.5 萬 | 0.02% | −1,221−2.7% | 減碼 |
| Mork Capital Management, LLC | 43,290 | $184.2 萬 | 1.81% | 00.0% | 不變 |
| ETF Managers Group, LLC | 43,260 | $184.0 萬 | 0.06% | +17,966+71.0% | 加碼 |
| Louisiana State Employees Retirement System | 42,500 | $180.8 萬 | 0.05% | +600+1.4% | 加碼 |
| 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 |
| Alps Advisors Inc | 42,205 | $179.6 萬 | 0.02% | −35,266−45.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 41,674 | $177.3 萬 | 0.00% | +3,742+9.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 41,043 | $174.5 萬 | 0.08% | −1,518−3.6% | 減碼 |
| State of Michigan Retirement System | 40,268 | $171.3 萬 | 0.01% | −300−0.7% | 減碼 |
| Gabelli Funds LLC | 40,000 | $170.2 萬 | 0.01% | −13,500−25.2% | 減碼 |
| River & Mercantile Asset Management LLP | 39,445 | $167.8 萬 | 0.32% | −15,320−28.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 38,436 | $163.5 萬 | 0.00% | −2,558−6.2% | 減碼 |
| Engineers Gate Manager LP | 37,817 | $160.9 萬 | 0.10% | −83,895−68.9% | 減碼 |
| Cunning Capital Partners, LP | 37,575 | $159.8 萬 | 1.27% | −9,790−20.7% | 減碼 |
| National Bank of Canada | 37,292 | $158.2 萬 | 0.01% | +8,117+27.8% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 44,453 | $157.0 萬 | 0.11% | 00.0% | 不變 |
| EAM Investors, LLC | 36,742 | $156.3 萬 | 0.34% | −4,330−10.5% | 減碼 |
| AGF Investments LLC | 36,345 | $154.6 萬 | 0.14% | +8,613+31.1% | 加碼 |
| Creative Planning | 36,124 | $153.7 萬 | 0.00% | +1,714+5.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 35,804 | $152.3 萬 | 0.00% | −10,500−22.7% | 減碼 |
| Convergence Investment Partners, LLC | 35,620 | $151.5 萬 | 0.99% | −11,297−24.1% | 減碼 |
| Ergoteles LLC | 35,568 | $151.3 萬 | 0.05% | +35,568 | 新進 |
| Redhawk Wealth Advisors, Inc. | 34,359 | $146.2 萬 | 0.62% | +5,913+20.8% | 加碼 |
| AlphaCrest Capital Management LLC | 33,925 | $144.3 萬 | 0.09% | −127,003−78.9% | 減碼 |
| M&T Bank Corp | 33,409 | $142.1 萬 | 0.01% | −1,072−3.1% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 32,500 | $141.1 萬 | 0.03% | −1,200−3.6% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 32,843 | $139.7 萬 | 0.03% | +32,843 | 新進 |
| Bowling Portfolio Management LLC | 32,206 | $137.0 萬 | 0.38% | +32,206 | 新進 |
| Xponance, Inc. | 31,868 | $135.6 萬 | 0.03% | −755−2.3% | 減碼 |
| Janus Henderson Group PLC | 31,815 | $135.4 萬 | 0.00% | −2,966−8.5% | 減碼 |
| Barnett & Company, Inc. | 30,770 | $130.9 萬 | 1.16% | +4,670+17.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 30,017 | $128.5 萬 | 0.00% | +13,228+78.8% | 加碼 |
| Bank of Montreal | 26,647 | $128.4 萬 | 0.00% | −14,513−35.3% | 減碼 |
| Ashfield Capital Partners, LLC | 30,000 | $127.6 萬 | 0.11% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 29,884 | $127.1 萬 | 0.27% | −5,627−15.8% | 減碼 |
| Meeder Asset Management Inc | 29,852 | $127.0 萬 | 0.07% | −4,044−11.9% | 減碼 |