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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 15,296 | $55.9 萬 | 0.01% | −2,306−13.1% | 減碼 |
| TSP Capital Management Group, LLC | 15,500 | $56.6 萬 | 0.21% | – | – |
| Bayesian Capital Management, LP | 15,900 | $58.1 萬 | 0.08% | +7,800+96.3% | 加碼 |
| MSH Capital Advisors LLC | 16,313 | $59.6 萬 | 0.27% | 00.0% | 不變 |
| Rockland Trust Co | 16,666 | $60.8 萬 | 0.04% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 16,879 | $61.6 萬 | 0.00% | −1,567−8.5% | 減碼 |
| River & Mercantile Asset Management LLP | 16,907 | $61.7 萬 | 0.13% | −22,538−57.1% | 減碼 |
| Crawford Investment Counsel Inc | 17,022 | $62.1 萬 | 0.01% | −3,148−15.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 17,239 | $62.9 萬 | 0.00% | −1,435−7.7% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $65.7 萬 | 0.11% | 00.0% | 不變 |
| Vestcor Inc | 18,210 | $66.5 萬 | 0.02% | +12,861+240.4% | 加碼 |
| True Wealth Design, LLC | 18,285 | $66.8 萬 | 0.31% | +18,285 | 新進 |
| Exchange Traded Concepts, LLC | 18,308 | $66.8 萬 | 0.02% | +110+0.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 18,442 | $67.3 萬 | 0.16% | −4,746−20.5% | 減碼 |
| Hussman Strategic Advisors, Inc. | 18,600 | $67.9 萬 | 0.11% | 00.0% | 不變 |
| MML Investors Services, LLC | 18,933 | $69.1 萬 | 0.00% | +2,201+13.2% | 加碼 |
| Echo Street Capital Management LLC | 18,967 | $69.2 萬 | 0.01% | +18,967 | 新進 |
| Aviva PLC | 18,968 | $69.3 萬 | 0.00% | −53,557−73.8% | 減碼 |
| Citadel Advisors LLC | 19,236 | $70.2 萬 | 0.00% | +19,236 | 新進 |
| Pictet Asset Management SA | 19,472 | $71.1 萬 | 0.00% | +7,010+56.3% | 加碼 |
| Handelsbanken Fonder AB | 19,600 | $71.6 萬 | 0.00% | 00.0% | 不變 |
| Rayliant Investment Research | 19,730 | $72.0 萬 | 10.37% | +19,730 | 新進 |
| XTX Topco Ltd | 19,794 | $72.3 萬 | 0.15% | +19,794 | 新進 |
| MAI Capital Management | 19,816 | $72.3 萬 | 0.01% | −646−3.2% | 減碼 |
| State of Wisconsin Investment Board | 19,939 | $72.8 萬 | 0.00% | −9,642−32.6% | 減碼 |
| Huber Capital Management LLC | 20,213 | $73.8 萬 | 0.19% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 20,303 | $74.1 萬 | 0.00% | +2,180+12.0% | 加碼 |
| Assenagon Asset Management S.A. | 20,391 | $74.4 萬 | 0.00% | +20,391 | 新進 |
| US Bancorp | 20,740 | $75.7 萬 | 0.00% | +782+3.9% | 加碼 |
| Range Financial Group LLC | 21,303 | $77.8 萬 | 0.53% | +398+1.9% | 加碼 |
| Versor Investments LP | 21,481 | $78.4 萬 | 0.07% | −22,740−51.4% | 減碼 |
| AE Wealth Management LLC | 21,584 | $78.8 萬 | 0.01% | +4,509+26.4% | 加碼 |
| Squarepoint Ops LLC | 21,602 | $78.9 萬 | 0.01% | +21,602 | 新進 |
| State of Alaska, Department of Revenue | 21,763 | $79.4 萬 | 0.01% | −385−1.7% | 減碼 |
| Ceera Investments, LLC | 21,749 | $79.4 萬 | 0.50% | 00.0% | 不變 |
| Quent Capital, LLC | 21,766 | $79.5 萬 | 0.15% | +740+3.5% | 加碼 |
| Neuberger Berman Group LLC | 22,030 | $80.4 萬 | 0.00% | +10,445+90.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 22,121 | $80.8 萬 | 0.00% | −1,849−7.7% | 減碼 |
| Harrison & Co Wealth Management, LLC | 22,231 | $81.2 萬 | 0.78% | −299−1.3% | 減碼 |
| New York Life Investment Management LLC | 22,308 | $81.4 萬 | 0.01% | +2,860+14.7% | 加碼 |
| Portman Square Capital LLP | 22,567 | $82.4 萬 | 0.40% | +22,567 | 新進 |
| Ifrah Financial Services, Inc. | 22,973 | $83.9 萬 | 0.28% | −752−3.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,152 | $84.5 萬 | 0.00% | +1,223+5.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 23,300 | $85.1 萬 | 0.01% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 23,350 | $85.3 萬 | 0.00% | −503−2.1% | 減碼 |
| National Bank of Canada | 24,197 | $85.8 萬 | 0.00% | −13,095−35.1% | 減碼 |
| United Capital Financial Advisers, LLC | 23,659 | $86.4 萬 | 0.00% | −2,984−11.2% | 減碼 |
| Mariner, LLC | 24,422 | $89.2 萬 | 0.00% | +1,536+6.7% | 加碼 |
| New Mexico Educational Retirement Board | 25,100 | $91.6 萬 | 0.05% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 25,615 | $93.5 萬 | 0.01% | −2,600−9.2% | 減碼 |
| Barnett & Company, Inc. | 25,620 | $93.5 萬 | 0.71% | −5,150−16.7% | 減碼 |
| Linden Thomas Advisory Services, LLC | 25,786 | $94.1 萬 | 0.27% | +25,786 | 新進 |
| Engineers Gate Manager LP | 26,166 | $95.5 萬 | 0.06% | −11,651−30.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,490 | $96.7 萬 | 0.01% | +26,490 | 新進 |
| ETF Managers Group, LLC | 27,709 | $101.2 萬 | 0.05% | −15,551−35.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 29,104 | $106.3 萬 | 0.01% | +29,104 | 新進 |
| Blueshift Asset Management, LLC | 30,511 | $111.4 萬 | 0.52% | +30,511 | 新進 |
| Twin Tree Management, LP | 30,758 | $112.3 萬 | 0.03% | −218,138−87.6% | 減碼 |
| Shilanski & Associates, Inc. | 30,836 | $113.1 萬 | 0.50% | +30,836 | 新進 |
| Canada Pension Plan Investment Board | 31,400 | $114.6 萬 | 0.00% | −27,200−46.4% | 減碼 |
| Janus Henderson Group PLC | 31,814 | $116.2 萬 | 0.00% | −10.0% | 減碼 |
| Cerity Partners LLC | 32,404 | $118.3 萬 | 0.01% | +32,404 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 32,500 | $119.0 萬 | 0.03% | 00.0% | 不變 |
| Xponance, Inc. | 33,249 | $121.4 萬 | 0.02% | +1,381+4.3% | 加碼 |
| Creative Planning | 33,983 | $124.1 萬 | 0.00% | −2,141−5.9% | 減碼 |
| Kingsview Wealth Management, LLC | 34,319 | $125.3 萬 | 0.05% | −7,919−18.7% | 減碼 |
| Millennium Management LLC | 35,498 | $129.6 萬 | 0.00% | −95,415−72.9% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 35,500 | $129.6 萬 | 0.50% | +1,141+3.3% | 加碼 |
| Convergence Investment Partners, LLC | 36,032 | $131.6 萬 | 0.78% | +412+1.2% | 加碼 |
| Sowell Financial Services LLC | 35,802 | $131.8 萬 | 0.09% | +35,802 | 新進 |
| Schonfeld Strategic Advisors LLC | 36,270 | $132.4 萬 | 0.01% | +22,670+166.7% | 加碼 |
| M&T Bank Corp | 37,306 | $136.2 萬 | 0.01% | +3,897+11.7% | 加碼 |
| Bank of Montreal | 32,931 | $136.9 萬 | 0.00% | +6,284+23.6% | 加碼 |
| Cunning Capital Partners, LP | 37,575 | $137.2 萬 | 0.97% | 00.0% | 不變 |
| Duality Advisers, LP | 38,379 | $140.1 萬 | 0.16% | +16,710+77.1% | 加碼 |
| LMR Partners LLP | 38,486 | $140.5 萬 | 0.03% | −24,409−38.8% | 減碼 |
| State of Michigan Retirement System | 39,568 | $144.5 萬 | 0.01% | −700−1.7% | 減碼 |
| Gabelli Funds LLC | 40,000 | $146.0 萬 | 0.01% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 40,100 | $146.4 萬 | 0.04% | −27,000−40.2% | 減碼 |
| Winton Group Ltd | 40,684 | $148.5 萬 | 0.10% | −216,902−84.2% | 減碼 |
| Redwood Investment Management, LLC | 41,020 | $149.8 萬 | 0.20% | +11,136+37.3% | 加碼 |
| Nordea Investment Management AB | 42,112 | $151.4 萬 | 0.00% | +42,112 | 新進 |
| Louisiana State Employees Retirement System | 41,600 | $151.9 萬 | 0.04% | −900−2.1% | 減碼 |
| SG Americas Securities, LLC | 42,230 | $154.2 萬 | 0.02% | +25,174+147.6% | 加碼 |
| Davy Global Fund Management Ltd | 42,358 | $154.6 萬 | 0.32% | −7,865−15.7% | 減碼 |
| Cetera Investment Advisers | 42,394 | $154.8 萬 | 0.01% | −16,770−28.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 40,235 | $154.9 萬 | 0.06% | −808−2.0% | 減碼 |
| Concorde Asset Management, LLC | 43,090 | $157.3 萬 | 1.40% | +20,747+92.9% | 加碼 |
| Mork Capital Management, LLC | 43,290 | $158.1 萬 | 1.21% | 00.0% | 不變 |
| Guggenheim Capital LLC | 43,462 | $158.7 萬 | 0.01% | −3,899−8.2% | 減碼 |
| Argyle Capital Management Inc. | 44,150 | $161.2 萬 | 0.55% | −1,800−3.9% | 減碼 |
| Alps Advisors Inc | 44,456 | $162.3 萬 | 0.01% | +2,251+5.3% | 加碼 |
| Massachusetts Financial Services Co | 44,819 | $163.6 萬 | 0.00% | +44,819 | 新進 |
| Susquehanna International Group, LLP | 45,101 | $164.7 萬 | 0.00% | +45,101 | 新進 |
| Arizona State Retirement System | 45,133 | $164.8 萬 | 0.02% | +1,764+4.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 45,948 | $167.0 萬 | 0.00% | +15,931+53.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 45,780 | $167.1 萬 | 0.02% | −807−1.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 47,526 | $173.5 萬 | 0.00% | +5,852+14.0% | 加碼 |
| Ritholtz Wealth Management | 50,312 | $183.7 萬 | 0.10% | +92+0.2% | 加碼 |
| Hanlon Investment Management, Inc. | 50,977 | $186.1 萬 | 0.64% | +1,914+3.9% | 加碼 |