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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 281,611 | $1,028 萬 | 0.04% | +72,674+34.8% | 加碼 |
| Storebrand Asset Management AS | 322,203 | $1,176 萬 | 0.06% | +912+0.3% | 加碼 |
| Landscape Capital Management, L.L.C. | 337,748 | $1,233 萬 | 1.81% | +337,748 | 新進 |
| Swiss National Bank | 386,300 | $1,410 萬 | 0.01% | +7,900+2.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 387,142 | $1,413 萬 | 0.02% | −46,885−10.8% | 減碼 |
| UBS Group AG | 394,642 | $1,441 萬 | 0.01% | +78,926+25.0% | 加碼 |
| Man Group plc | 404,132 | $1,475 萬 | 0.05% | +119,989+42.2% | 加碼 |
| California Public Employees Retirement System | 405,193 | $1,479 萬 | 0.01% | +9,783+2.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 405,255 | $1,480 萬 | 0.24% | −6,626−1.6% | 減碼 |
| UBS Asset Management Americas Inc | 478,026 | $1,745 萬 | 0.01% | +69,048+16.9% | 加碼 |
| Fulton Breakefield Broenniman LLC | 486,258 | $1,775 萬 | 1.57% | +4,467+0.9% | 加碼 |
| Rhumbline Advisers | 517,600 | $1,890 萬 | 0.03% | +32,466+6.7% | 加碼 |
| Victory Capital Management Inc | 600,994 | $2,194 萬 | 0.03% | −123,976−17.1% | 減碼 |
| Macquarie Group Ltd | 607,688 | $2,219 萬 | 0.03% | −210,044−25.7% | 減碼 |
| Principal Financial Group Inc | 614,153 | $2,242 萬 | 0.02% | −68,939−10.1% | 減碼 |
| JPMorgan Chase & Co | 623,924 | $2,278 萬 | 0.00% | −131,993−17.5% | 減碼 |
| HSBC Holdings PLC | 633,074 | $2,298 萬 | 0.03% | +179,407+39.5% | 加碼 |
| Nuveen Asset Management, LLC | 658,119 | $2,403 萬 | 0.01% | −31,633−4.6% | 減碼 |
| American Century Companies Inc | 668,435 | $2,440 萬 | 0.02% | −140,143−17.3% | 減碼 |
| Ameriprise Financial Inc | 691,851 | $2,527 萬 | 0.01% | +321,938+87.0% | 加碼 |
| HighTower Advisors, LLC | 696,456 | $2,543 萬 | 0.06% | −461,113−39.8% | 減碼 |
| NewEdge Wealth, LLC | 715,824 | $2,613 萬 | 1.13% | +40,182+5.9% | 加碼 |
| Voloridge Investment Management, LLC | 739,585 | $2,700 萬 | 0.15% | +64,775+9.6% | 加碼 |
| Royce & Associates LP | 748,832 | $2,734 萬 | 0.29% | −186,300−19.9% | 減碼 |
| Pacer Advisors, Inc. | 870,323 | $3,178 萬 | 0.16% | +387,581+80.3% | 加碼 |
| Wedge Capital Management L L P | 896,127 | $3,272 萬 | 0.53% | +8,760+1.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,049,178 | $3,831 萬 | 0.10% | +688,681+191.0% | 加碼 |
| Jupiter Asset Management Ltd | 1,060,000 | $3,870 萬 | 0.57% | −1,290,000−54.9% | 減碼 |
| Los Angeles Capital Management LLC | 1,126,202 | $4,112 萬 | 0.20% | +981,683+679.3% | 加碼 |
| Artisan Partners Limited Partnership | 1,135,293 | $4,145 萬 | 0.07% | −91,547−7.5% | 減碼 |
| Bank of America Corp | 1,166,700 | $4,260 萬 | 0.01% | +68,138+6.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,247,629 | $4,555 萬 | 0.08% | +443,924+55.2% | 加碼 |
| Morgan Stanley | 1,313,625 | $4,796 萬 | 0.01% | +17,390+1.3% | 加碼 |
| Qube Research & Technologies Ltd | 1,338,037 | $4,885 萬 | 0.29% | +866,708+183.9% | 加碼 |
| Invesco Ltd. | 1,355,001 | $4,947 萬 | 0.01% | +127,579+10.4% | 加碼 |
| Goldman Sachs Group Inc | 1,444,150 | $5,273 萬 | 0.02% | +155,377+12.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,471,892 | $5,374 萬 | 0.08% | +229,467+18.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,528,291 | $5,580 萬 | 0.16% | +543,253+55.2% | 加碼 |
| Norges Bank | 1,590,599 | $5,807 萬 | 0.01% | +502,150+46.1% | 加碼 |
| Schroder Investment Management Group | 1,791,021 | $6,539 萬 | 0.10% | +647,857+56.7% | 加碼 |
| AQR Capital Management LLC | 2,035,737 | $7,316 萬 | 0.17% | +602,289+42.0% | 加碼 |
| LSV Asset Management | 2,066,081 | $7,543 萬 | 0.17% | +27,763+1.4% | 加碼 |
| Dimensional Fund Advisors LP | 2,092,532 | $7,640 萬 | 0.03% | −55,756−2.6% | 減碼 |
| Bank of New York Mellon Corp | 2,114,553 | $7,720 萬 | 0.02% | −496,739−19.0% | 減碼 |
| Geode Capital Management, LLC | 2,139,870 | $7,814 萬 | 0.01% | +66,269+3.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 2,161,616 | $7,892 萬 | 0.50% | −125,661−5.5% | 減碼 |
| Northern Trust Corp | 2,349,199 | $8,577 萬 | 0.02% | −38,243−1.6% | 減碼 |
| Lazard Asset Management LLC | 3,044,117 | $1.11 億 | 0.15% | +1,002,316+49.1% | 加碼 |
| Charles Schwab Investment Management Inc | 3,912,048 | $1.43 億 | 0.05% | +302,482+8.4% | 加碼 |
| State Street Corp | 6,819,909 | $2.51 億 | 0.01% | −174,023−2.5% | 減碼 |
| Wellington Management Group LLP | 8,436,857 | $3.08 億 | 0.06% | +27,774+0.3% | 加碼 |
| Vanguard Group Inc | 16,900,959 | $6.17 億 | 0.02% | −1,864,464−9.9% | 減碼 |
| FMR LLC | 19,158,318 | $6.99 億 | 0.07% | +4,478,844+30.5% | 加碼 |
| BlackRock Inc. | 20,080,859 | $7.33 億 | 0.02% | +224,731+1.1% | 加碼 |
| Tfo-TDC, LLC | 1 | – | – | +1 | 新進 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,168,700−100.0% | 清倉 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 0 | $0 | 0.00% | −1,035,019−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −177,000−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −110,000−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −75,241−100.0% | 清倉 |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −66,244−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −61,673−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −58,053−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −36,742−100.0% | 清倉 |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −35,804−100.0% | 清倉 |
| Ergoteles LLC | 0 | $0 | 0.00% | −35,568−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −33,925−100.0% | 清倉 |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −28,806−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −28,733−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,332−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −23,147−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −22,937−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −22,404−100.0% | 清倉 |
| Park Circle Co | 0 | $0 | 0.00% | −20,800−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,273−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −14,663−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −13,432−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,944−100.0% | 清倉 |
| Jennison Associates LLC | 0 | $0 | 0.00% | −12,563−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,328−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −10,157−100.0% | 清倉 |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −9,982−100.0% | 清倉 |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −8,581−100.0% | 清倉 |
| NinePointTwo Capital | 0 | $0 | 0.00% | −8,242−100.0% | 清倉 |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −6,710−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −6,682−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −6,571−100.0% | 清倉 |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −6,541−100.0% | 清倉 |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −6,491−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −6,422−100.0% | 清倉 |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −5,877−100.0% | 清倉 |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −5,732−100.0% | 清倉 |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,680−100.0% | 清倉 |
| Cairn Investment Group, Inc. | 0 | $0 | 0.00% | −5,310−100.0% | 清倉 |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Affinity Capital Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −4,927−100.0% | 清倉 |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −4,912−100.0% | 清倉 |
| Advisory Research Inc | 0 | $0 | 0.00% | −4,839−100.0% | 清倉 |