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 4 季 13F 持有人
H&R Block Inc 在 2022/12/31 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
- 455
- 較 2022 年第 3 季 +8 家
- 持有股數
- 1.43 億
- 較 2022 年第 3 季 +577.9 萬 (+4.2%)
- 總市值
- $52.4 億
- 較 2022 年第 3 季 −$6.18 億 (−10.5%)
- 新進機構
- 70
- 另有 149 家加碼
- 清倉機構
- 62
- 另有 156 家減碼
另有 14 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| New Vernon Capital Holdings II LLC | 3,568 | $13.0 萬 | 0.10% | +3,568 | 新進 |
| Tower Research Capital LLC (TRC) | 3,832 | $14.0 萬 | 0.01% | −4,190−52.2% | 減碼 |
| Armstrong Advisory Group, Inc | 4,110 | $15.0 萬 | 0.02% | +4,110 | 新進 |
| Umb Bank N A | 4,280 | $15.6 萬 | 0.00% | −125−2.8% | 減碼 |
| IFP Advisors, Inc | 5,946 | $18.0 萬 | 0.01% | −150−2.5% | 減碼 |
| First Manhattan Co | 5,000 | $18.3 萬 | 0.00% | +5,000 | 新進 |
| State of Wyoming | 5,003 | $18.3 萬 | 0.06% | +836+20.1% | 加碼 |
| Washington Trust Co | 5,315 | $19.4 萬 | 0.01% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 5,364 | $19.6 萬 | 0.04% | −4,158−43.7% | 減碼 |
| Measured Wealth Private Client Group, LLC | 5,584 | $20.4 萬 | 0.08% | +822+17.3% | 加碼 |
| Arnhold LLC | 5,600 | $20.4 萬 | 0.03% | 00.0% | 不變 |
| Rain Capital Management, LLC | 5,617 | $20.5 萬 | 0.15% | +5,617 | 新進 |
| Gamco Investors, Inc. Et Al | 5,700 | $20.8 萬 | 0.00% | −2,800−32.9% | 減碼 |
| First Republic Investment Management, Inc. | 5,927 | $21.6 萬 | 0.00% | +284+5.0% | 加碼 |
| Pathstone Family Office, LLC | 10,414 | $21.6 萬 | 0.00% | +194+1.9% | 加碼 |
| Stephens Inc | 6,000 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 6,000 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| GWM Advisors LLC | 15,558 | $22.2 萬 | 0.01% | +48+0.3% | 加碼 |
| Point72 Middle East FZE | 6,161 | $22.5 萬 | 0.02% | +6,161 | 新進 |
| Sherbrooke Park Advisers LLC | 6,200 | $22.6 萬 | 0.17% | +6,200 | 新進 |
| Focus Financial Network, Inc. | 6,256 | $23.0 萬 | 0.02% | +43+0.7% | 加碼 |
| Blueprint Investment Partners LLC | 6,334 | $23.1 萬 | 0.05% | +6,334 | 新進 |
| Coldstream Capital Management Inc | 6,374 | $23.3 萬 | 0.01% | +6,374 | 新進 |
| Park National Corp | 6,432 | $23.5 萬 | 0.01% | +75+1.2% | 加碼 |
| Profund Advisors LLC | 6,482 | $23.7 萬 | 0.02% | −559−7.9% | 減碼 |
| Woodmont Investment Counsel LLC | 6,500 | $23.7 萬 | 0.03% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 6,600 | $24.1 萬 | 0.02% | +6,600 | 新進 |
| Cetera Advisors LLC | 6,609 | $24.1 萬 | 0.00% | −451−6.4% | 減碼 |
| TCM Advisors, LLC | – | $24.5 萬 | 0.25% | – | – |
| Captrust Financial Advisors | 6,880 | $25.1 萬 | 0.00% | −61−0.9% | 減碼 |
| Alpha Omega Wealth Management LLC | 6,987 | $25.5 萬 | 0.05% | −506−6.8% | 減碼 |
| Stokes Family Office, LLC | 7,068 | $25.8 萬 | 0.03% | −655−8.5% | 減碼 |
| Green Square Capital Advisors LLC | 7,219 | $26.4 萬 | 0.04% | −50,183−87.4% | 減碼 |
| Bard Financial Services, Inc. | 7,250 | $26.5 萬 | 0.02% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 7,372 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| Gyon Technologies Capital Management, LP | 7,372 | $26.9 萬 | 0.10% | +7,372 | 新進 |
| Advisor Partners II, LLC | 7,460 | $27.2 萬 | 0.02% | −426−5.4% | 減碼 |
| Waldron Private Wealth LLC | 6,528 | $27.9 萬 | 0.02% | 00.0% | 不變 |
| Shelton Capital Management | 7,890 | $28.8 萬 | 0.03% | −503−6.0% | 減碼 |
| CSS LLC | 7,942 | $29.0 萬 | 0.02% | −4,058−33.8% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 8,089 | $29.5 萬 | 0.08% | −920−10.2% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 8,088 | $29.5 萬 | 0.06% | −1,964−19.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 8,153 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Argent Trust Co | 8,405 | $30.7 萬 | 0.02% | −3,000−26.3% | 減碼 |
| RSM US Wealth Management LLC | 8,379 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Vise Technologies, Inc. | 8,453 | $30.9 萬 | 0.10% | −1,509−15.1% | 減碼 |
| Clear Street Markets LLC | 8,459 | $30.9 萬 | 0.06% | +7,659+957.4% | 加碼 |
| Utah Retirement Systems | 8,500 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| Woodline Partners LP | 8,574 | $31.3 萬 | 0.00% | +8,574 | 新進 |
| EMC Capital Management | 8,651 | $31.6 萬 | 0.28% | +327+3.9% | 加碼 |
| JustInvest LLC | 8,787 | $32.1 萬 | 0.01% | +3,687+72.3% | 加碼 |
| Kestra Advisory Services, LLC | 8,821 | $32.2 萬 | 0.00% | −1,986−18.4% | 減碼 |
| AdvisorShares Investments LLC | 8,864 | $32.4 萬 | 0.09% | −1,728−16.3% | 減碼 |
| Integrated Wealth Concepts LLC | 8,959 | $32.7 萬 | 0.01% | +745+9.1% | 加碼 |
| Boston Family Office LLC | 9,000 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| Fifth Third Bancorp | 9,643 | $35.2 萬 | 0.00% | +76+0.8% | 加碼 |
| Walleye Capital LLC | 9,662 | $35.3 萬 | 0.01% | +9,662 | 新進 |
| Allworth Financial LP | 9,796 | $35.8 萬 | 0.00% | −4,791−32.8% | 減碼 |
| Baird Financial Group, Inc. | 9,866 | $36.0 萬 | 0.00% | −12−0.1% | 減碼 |
| ProShare Advisors LLC | 9,879 | $36.1 萬 | 0.00% | +826+9.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $36.8 萬 | 0.01% | −3,200−24.2% | 減碼 |
| Bartlett & Co. LLC | 10,000 | $36.8 萬 | 0.01% | −3,200−24.2% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,561 | $37.0 萬 | 0.00% | +10,561 | 新進 |
| 1620 Investment Advisors, Inc. | 10,199 | $37.2 萬 | 0.45% | −12−0.1% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 10,250 | $37.4 萬 | 0.25% | 00.0% | 不變 |
| National Asset Management, Inc. | 10,528 | $38.7 萬 | 0.01% | +10,528 | 新進 |
| Commonwealth Equity Services, LLC | 10,843 | $39.5 萬 | 0.00% | −3,967−26.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 10,876 | $39.7 萬 | 0.00% | −27,560−71.7% | 減碼 |
| Ci Investments Inc. | 11,014 | $40.2 萬 | 0.00% | −5,421−33.0% | 減碼 |
| Vident Investment Advisory, LLC | 11,032 | $40.3 萬 | 0.02% | +11,032 | 新進 |
| Globeflex Capital L P | 11,046 | $40.3 萬 | 0.05% | 00.0% | 不變 |
| Merit Financial Group, LLC | 11,246 | $41.1 萬 | 0.01% | +40.0% | 加碼 |
| Veritable, L.P. | 11,274 | $41.2 萬 | 0.01% | +932+9.0% | 加碼 |
| Ethic Inc. | 11,320 | $41.3 萬 | 0.02% | +1,435+14.5% | 加碼 |
| Aquatic Capital Management LLC | 11,500 | $42.0 萬 | 0.03% | +11,500 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $42.4 萬 | 0.05% | 00.0% | 不變 |
| Brown Advisory Inc | 11,667 | $42.6 萬 | 0.00% | −11−0.1% | 減碼 |
| OmniStar Financial Group, Inc. | 11,774 | $43.0 萬 | 0.49% | +144+1.2% | 加碼 |
| Capital Fund Management S.A. | 11,824 | $43.2 萬 | 0.01% | +11,824 | 新進 |
| Bokf, NA | 11,955 | $43.6 萬 | 0.01% | +191+1.6% | 加碼 |
| Advisory Services Network, LLC | 12,106 | $44.2 萬 | 0.01% | +3,147+35.1% | 加碼 |
| Gsa Capital Partners LLP | 12,139 | $44.3 萬 | 0.05% | +2,290+23.3% | 加碼 |
| Inspire Advisors, LLC | 12,730 | $46.5 萬 | 0.12% | +3,518+38.2% | 加碼 |
| Maryland State Retirement & Pension System | 12,734 | $46.5 萬 | 0.01% | +12,734 | 新進 |
| Atlas Capital Advisors LLC | 12,827 | $46.8 萬 | 0.08% | −313−2.4% | 減碼 |
| First Citizens Bank & Trust Co | 13,397 | $48.9 萬 | 0.01% | +843+6.7% | 加碼 |
| Bank of Nova Scotia | 13,583 | $49.6 萬 | 0.00% | −9,658−41.6% | 減碼 |
| Strategy Asset Managers LLC | 13,789 | $50.3 萬 | 0.13% | −63−0.5% | 減碼 |
| Mackenzie Financial Corp | 14,096 | $51.5 萬 | 0.00% | −3,900−21.7% | 減碼 |
| Illinois Municipal Retirement Fund | 14,246 | $52.0 萬 | 0.01% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 14,262 | $52.1 萬 | 0.01% | +14,262 | 新進 |
| Securian Asset Management, Inc | 14,286 | $52.2 萬 | 0.01% | −263−1.8% | 減碼 |
| Gallacher Capital Management LLC | 14,300 | $52.2 萬 | 0.32% | +14,300 | 新進 |
| FORA Capital, LLC | 14,311 | $52.2 萬 | 0.08% | +14,311 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 14,388 | $52.5 萬 | 0.01% | −8,661−37.6% | 減碼 |
| EHP Funds Inc. | 14,400 | $52.6 萬 | 0.11% | −200−1.4% | 減碼 |
| Chicago Trust Co NA | 14,500 | $52.9 萬 | 0.13% | 00.0% | 不變 |
| Legacy Bridge, LLC | 14,797 | $54.0 萬 | 0.38% | +12+0.1% | 加碼 |
| RBF Capital, LLC | 15,000 | $54.8 萬 | 0.04% | 00.0% | 不變 |