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 |
|---|---|---|---|---|---|
| Commerce Bank | 52,943 | $193.3 萬 | 0.02% | +4,407+9.1% | 加碼 |
| Rings Capital Management LLC | 53,000 | $193.5 萬 | 1.31% | 00.0% | 不變 |
| Human Investing LLC | 53,786 | $196.4 萬 | 0.50% | −6,850−11.3% | 減碼 |
| Auxier Asset Management | 54,082 | $197.5 萬 | 0.34% | −100−0.2% | 減碼 |
| D.A. Davidson & Co. | 55,317 | $202.0 萬 | 0.02% | −4,003−6.7% | 減碼 |
| Russell Investments Group, Ltd. | 56,384 | $205.9 萬 | 0.00% | −22,668−28.7% | 減碼 |
| Westpac Banking Corp | 57,408 | $209.6 萬 | 0.03% | −3,723−6.1% | 減碼 |
| Prudential Financial Inc | 59,213 | $216.2 萬 | 0.00% | −11,131−15.8% | 減碼 |
| Jane Street Group, LLC | 59,585 | $217.5 萬 | 0.00% | −48,258−44.7% | 減碼 |
| Tectonic Advisors LLC | 59,964 | $218.9 萬 | 0.34% | +8,357+16.2% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 60,193 | $219.8 萬 | 0.15% | +15,740+35.4% | 加碼 |
| Thrivent Financial for Lutherans | 60,784 | $221.9 萬 | 0.01% | +18,545+43.9% | 加碼 |
| Glenmede Trust Co NA | 60,911 | $222.4 萬 | 0.01% | −25,875−29.8% | 減碼 |
| Deutsche Bank AG | 60,917 | $222.4 萬 | 0.00% | +16,718+37.8% | 加碼 |
| Raymond James & Associates | 64,282 | $234.7 萬 | 0.00% | −20,317−24.0% | 減碼 |
| Round Hill Asset Management | 67,952 | $248.1 萬 | 1.53% | −2,700−3.8% | 減碼 |
| Truist Financial Corp | 68,031 | $248.4 萬 | 0.00% | +9,173+15.6% | 加碼 |
| Walleye Trading LLC | 69,268 | $252.9 萬 | 0.06% | +40,248+138.7% | 加碼 |
| Edgestream Partners, L.P. | 69,633 | $254.2 萬 | 0.29% | +54,071+347.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,939 | $255.3 萬 | 0.02% | +6,663+10.5% | 加碼 |
| Alaska Permanent Fund Corp | 70,400 | $257.0 萬 | 0.04% | 00.0% | 不變 |
| PGGM Investments | 71,448 | $260.9 萬 | 0.05% | +241+0.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 71,596 | $261.4 萬 | 0.03% | +5,819+8.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 71,941 | $262.7 萬 | 0.26% | +57,583+401.1% | 加碼 |
| Mercer Global Advisors Inc | 72,532 | $264.8 萬 | 0.01% | −5,501−7.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 72,772 | $265.7 萬 | 0.16% | +10,754+17.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 73,301 | $267.6 萬 | 0.07% | +73,301 | 新進 |
| Virginia Retirement Systems Et Al | 74,300 | $271.3 萬 | 0.03% | −1,100−1.5% | 減碼 |
| Intech Investment Management LLC | 77,011 | $281.2 萬 | 0.02% | −10,511−12.0% | 減碼 |
| Advisor Group Holdings, Inc. | 77,698 | $283.9 萬 | 0.01% | −34,392−30.7% | 減碼 |
| Janney Montgomery Scott LLC | 78,094 | $285.1 萬 | 0.01% | +1,977+2.6% | 加碼 |
| Zacks Investment Management | 79,314 | $289.6 萬 | 0.04% | −2,543−3.1% | 減碼 |
| Empowered Funds, LLC | 82,882 | $302.6 萬 | 0.20% | +82,882 | 新進 |
| Price T Rowe Associates Inc | 83,192 | $303.7 萬 | 0.00% | +2,917+3.6% | 加碼 |
| APG Asset Management N.V. | 83,800 | $306.0 萬 | 0.01% | +19,200+29.7% | 加碼 |
| Yousif Capital Management, LLC | 83,932 | $306.4 萬 | 0.04% | −945−1.1% | 減碼 |
| Nomura Asset Management Co Ltd | 84,440 | $308.3 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 89,359 | $326.2 萬 | 0.01% | +565+0.6% | 加碼 |
| Treasurer of the State of North Carolina | 89,539 | $326.9 萬 | 0.02% | +21,209+31.0% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 90,784 | $331.5 萬 | 0.08% | +57,941+176.4% | 加碼 |
| Federated Hermes, Inc. | 90,933 | $332.0 萬 | 0.01% | +63,338+229.5% | 加碼 |
| Toroso Investments, LLC | 92,055 | $336.1 萬 | 0.13% | +26,294+40.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 92,462 | $337.6 萬 | 0.08% | +6,148+7.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 92,803 | $338.8 萬 | 0.01% | 00.0% | 不變 |
| Kestrel Investment Management Corp | 101,200 | $369.5 萬 | 2.14% | −2,700−2.6% | 減碼 |
| MetLife Investment Management | 102,985 | $376.0 萬 | 0.03% | −4,967−4.6% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 60,350 | $379.7 萬 | 0.14% | +6,241+11.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 104,394 | $381.1 萬 | 0.03% | −147,457−58.5% | 減碼 |
| Texas Permanent School Fund | 104,519 | $381.6 萬 | 0.06% | −10,260−8.9% | 減碼 |
| LPL Financial LLC | 107,779 | $393.5 萬 | 0.00% | +21,554+25.0% | 加碼 |
| South Dakota Investment Council | 109,970 | $401.5 萬 | 0.09% | −20,600−15.8% | 減碼 |
| Citigroup Inc | 112,890 | $412.2 萬 | 0.01% | −4,020−3.4% | 減碼 |
| Nisa Investment Advisors, LLC | 118,103 | $431.2 萬 | 0.03% | +7,730+7.0% | 加碼 |
| Comerica Bank | 113,116 | $431.6 萬 | 0.03% | −3,757−3.2% | 減碼 |
| Barclays PLC | 120,844 | $441.2 萬 | 0.00% | −27,882−18.7% | 減碼 |
| Triasima Portfolio Management inc. | 123,530 | $451.0 萬 | 0.34% | −570−0.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 125,567 | $458.4 萬 | 0.00% | −3,972−3.1% | 減碼 |
| Mutual of America Capital Management LLC | 127,752 | $466.4 萬 | 0.06% | −453−0.4% | 減碼 |
| AXA S.A. | 129,400 | $472.4 萬 | 0.02% | +109,000+534.3% | 加碼 |
| Amalgamated Bank | 132,632 | $484.2 萬 | 0.04% | +11,376+9.4% | 加碼 |
| Bridgewater Associates, LP | 138,036 | $504.0 萬 | 0.03% | +89,869+186.6% | 加碼 |
| CI Private Wealth, LLC | 139,833 | $510.5 萬 | 0.02% | +139,833 | 新進 |
| Alberta Investment Management Corp | 143,483 | $523.9 萬 | 0.05% | −3,718−2.5% | 減碼 |
| Rodgers Brothers Inc. | 149,700 | $546.6 萬 | 1.10% | 00.0% | 不變 |
| Quantedge Capital Pte Ltd | 151,746 | $554.0 萬 | 1.86% | +61,246+67.7% | 加碼 |
| Teacher Retirement System of Texas | 159,187 | $581.2 萬 | 0.04% | −35,905−18.4% | 減碼 |
| Advisors Asset Management, Inc. | 161,791 | $590.7 萬 | 0.12% | −97,424−37.6% | 減碼 |
| Wells Fargo & Company | 163,278 | $596.1 萬 | 0.00% | −88,776−35.2% | 減碼 |
| Allianz Asset Management GmbH | 166,681 | $608.6 萬 | 0.01% | +39,442+31.0% | 加碼 |
| Ensign Peak Advisors, Inc | 174,135 | $635.8 萬 | 0.01% | −2,590−1.5% | 減碼 |
| Great West Life Assurance Co | 174,281 | $638.0 萬 | 0.02% | +9,209+5.6% | 加碼 |
| Amundi | 169,794 | $641.7 萬 | 0.00% | +169,794 | 新進 |
| Twinbeech Capital LP | 185,053 | $675.6 萬 | 0.13% | +185,053 | 新進 |
| Envestnet Asset Management Inc | 187,060 | $683.0 萬 | 0.00% | −21,195−10.2% | 減碼 |
| Stifel Financial Corp | 188,601 | $688.6 萬 | 0.01% | −2,695−1.4% | 減碼 |
| Credit Suisse AG | 189,308 | $691.2 萬 | 0.01% | +48,660+34.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 190,199 | $694.4 萬 | 0.12% | −45,966−19.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 192,763 | $703.8 萬 | 0.02% | −4,860−2.5% | 減碼 |
| Financial Counselors Inc | 200,698 | $732.7 萬 | 0.16% | −5,029−2.4% | 減碼 |
| Premier Fund Managers Ltd | 201,000 | $738.0 萬 | 0.29% | +201,000 | 新進 |
| Dorsey Wright & Associates | 204,964 | $748.3 萬 | 2.18% | +204,964 | 新進 |
| Tudor Investment Corp Et Al | 205,521 | $750.4 萬 | 0.18% | +55,943+37.4% | 加碼 |
| California State Teachers Retirement System | 211,240 | $771.2 萬 | 0.01% | +766+0.4% | 加碼 |
| Swedbank AB | 215,968 | $788.5 萬 | 0.02% | 00.0% | 不變 |
| New York State Common Retirement Fund | 221,919 | $810.2 萬 | 0.01% | −1,678−0.8% | 減碼 |
| SEI Investments Co | 224,967 | $821.3 萬 | 0.02% | −95,484−29.8% | 減碼 |
| Franklin Resources Inc | 225,182 | $822.1 萬 | 0.00% | −2,785−1.2% | 減碼 |
| Acadian Asset Management LLC | 229,375 | $836.6 萬 | 0.04% | −432,352−65.3% | 減碼 |
| New York State Teachers Retirement System | 231,093 | $843.7 萬 | 0.02% | −15,583−6.3% | 減碼 |
| Sound Income Strategies, LLC | 231,648 | $845.7 萬 | 1.08% | +21,538+10.3% | 加碼 |
| Alliancebernstein L.P. | 232,658 | $849.4 萬 | 0.00% | −3,953−1.7% | 減碼 |
| Ibex Wealth Advisors | 235,108 | $858.4 萬 | 1.94% | −5,898−2.4% | 減碼 |
| American International Group, Inc. | 242,776 | $886.4 萬 | 0.06% | −9,753−3.9% | 減碼 |
| Lodge Hill Capital, LLC | 245,000 | $894.5 萬 | 3.31% | +125,000+104.2% | 加碼 |
| Royal Bank of Canada | 245,978 | $898.1 萬 | 0.00% | +47,341+23.8% | 加碼 |
| Legal & General Group Plc | 253,078 | $924.0 萬 | 0.00% | −2,179−0.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 253,623 | $925.9 萬 | 0.06% | +24,139+10.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 259,576 | $947.7 萬 | 0.02% | +11,904+4.8% | 加碼 |
| Voya Investment Management LLC | 261,144 | $953.4 萬 | 0.01% | +202,275+343.6% | 加碼 |
| First Trust Advisors LP | 278,084 | $1,015 萬 | 0.01% | −132,270−32.2% | 減碼 |