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 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 |
|---|---|---|---|---|---|
| Comerica Bank | 113,116 | $431.6 萬 | 0.03% | −3,757−3.2% | 減碼 |
| Nisa Investment Advisors, LLC | 118,103 | $431.2 萬 | 0.03% | +7,730+7.0% | 加碼 |
| Citigroup Inc | 112,890 | $412.2 萬 | 0.01% | −4,020−3.4% | 減碼 |
| South Dakota Investment Council | 109,970 | $401.5 萬 | 0.09% | −20,600−15.8% | 減碼 |
| LPL Financial LLC | 107,779 | $393.5 萬 | 0.00% | +21,554+25.0% | 加碼 |
| Texas Permanent School Fund | 104,519 | $381.6 萬 | 0.06% | −10,260−8.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 104,394 | $381.1 萬 | 0.03% | −147,457−58.5% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 60,350 | $379.7 萬 | 0.14% | +6,241+11.5% | 加碼 |
| MetLife Investment Management | 102,985 | $376.0 萬 | 0.03% | −4,967−4.6% | 減碼 |
| Kestrel Investment Management Corp | 101,200 | $369.5 萬 | 2.14% | −2,700−2.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 92,803 | $338.8 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 92,462 | $337.6 萬 | 0.08% | +6,148+7.1% | 加碼 |
| Toroso Investments, LLC | 92,055 | $336.1 萬 | 0.13% | +26,294+40.0% | 加碼 |
| Federated Hermes, Inc. | 90,933 | $332.0 萬 | 0.01% | +63,338+229.5% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 90,784 | $331.5 萬 | 0.08% | +57,941+176.4% | 加碼 |
| Treasurer of the State of North Carolina | 89,539 | $326.9 萬 | 0.02% | +21,209+31.0% | 加碼 |
| Public Employees Retirement System of Ohio | 89,359 | $326.2 萬 | 0.01% | +565+0.6% | 加碼 |
| Nomura Asset Management Co Ltd | 84,440 | $308.3 萬 | 0.02% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 83,932 | $306.4 萬 | 0.04% | −945−1.1% | 減碼 |
| APG Asset Management N.V. | 83,800 | $306.0 萬 | 0.01% | +19,200+29.7% | 加碼 |
| Price T Rowe Associates Inc | 83,192 | $303.7 萬 | 0.00% | +2,917+3.6% | 加碼 |
| Empowered Funds, LLC | 82,882 | $302.6 萬 | 0.20% | +82,882 | 新進 |
| Zacks Investment Management | 79,314 | $289.6 萬 | 0.04% | −2,543−3.1% | 減碼 |
| Janney Montgomery Scott LLC | 78,094 | $285.1 萬 | 0.01% | +1,977+2.6% | 加碼 |
| Advisor Group Holdings, Inc. | 77,698 | $283.9 萬 | 0.01% | −34,392−30.7% | 減碼 |
| Intech Investment Management LLC | 77,011 | $281.2 萬 | 0.02% | −10,511−12.0% | 減碼 |
| Virginia Retirement Systems Et Al | 74,300 | $271.3 萬 | 0.03% | −1,100−1.5% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 73,301 | $267.6 萬 | 0.07% | +73,301 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 72,772 | $265.7 萬 | 0.16% | +10,754+17.3% | 加碼 |
| Mercer Global Advisors Inc | 72,532 | $264.8 萬 | 0.01% | −5,501−7.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 71,941 | $262.7 萬 | 0.26% | +57,583+401.1% | 加碼 |
| Ontario Teachers Pension Plan Board | 71,596 | $261.4 萬 | 0.03% | +5,819+8.8% | 加碼 |
| PGGM Investments | 71,448 | $260.9 萬 | 0.05% | +241+0.3% | 加碼 |
| Alaska Permanent Fund Corp | 70,400 | $257.0 萬 | 0.04% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,939 | $255.3 萬 | 0.02% | +6,663+10.5% | 加碼 |
| Edgestream Partners, L.P. | 69,633 | $254.2 萬 | 0.29% | +54,071+347.5% | 加碼 |
| Walleye Trading LLC | 69,268 | $252.9 萬 | 0.06% | +40,248+138.7% | 加碼 |
| Truist Financial Corp | 68,031 | $248.4 萬 | 0.00% | +9,173+15.6% | 加碼 |
| Round Hill Asset Management | 67,952 | $248.1 萬 | 1.53% | −2,700−3.8% | 減碼 |
| Raymond James & Associates | 64,282 | $234.7 萬 | 0.00% | −20,317−24.0% | 減碼 |
| Deutsche Bank AG | 60,917 | $222.4 萬 | 0.00% | +16,718+37.8% | 加碼 |
| Glenmede Trust Co NA | 60,911 | $222.4 萬 | 0.01% | −25,875−29.8% | 減碼 |
| Thrivent Financial for Lutherans | 60,784 | $221.9 萬 | 0.01% | +18,545+43.9% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 60,193 | $219.8 萬 | 0.15% | +15,740+35.4% | 加碼 |
| Tectonic Advisors LLC | 59,964 | $218.9 萬 | 0.34% | +8,357+16.2% | 加碼 |
| Jane Street Group, LLC | 59,585 | $217.5 萬 | 0.00% | −48,258−44.7% | 減碼 |
| Prudential Financial Inc | 59,213 | $216.2 萬 | 0.00% | −11,131−15.8% | 減碼 |
| Westpac Banking Corp | 57,408 | $209.6 萬 | 0.03% | −3,723−6.1% | 減碼 |
| Russell Investments Group, Ltd. | 56,384 | $205.9 萬 | 0.00% | −22,668−28.7% | 減碼 |
| D.A. Davidson & Co. | 55,317 | $202.0 萬 | 0.02% | −4,003−6.7% | 減碼 |
| Auxier Asset Management | 54,082 | $197.5 萬 | 0.34% | −100−0.2% | 減碼 |
| Human Investing LLC | 53,786 | $196.4 萬 | 0.50% | −6,850−11.3% | 減碼 |
| Rings Capital Management LLC | 53,000 | $193.5 萬 | 1.31% | 00.0% | 不變 |
| Commerce Bank | 52,943 | $193.3 萬 | 0.02% | +4,407+9.1% | 加碼 |
| Hanlon Investment Management, Inc. | 50,977 | $186.1 萬 | 0.64% | +1,914+3.9% | 加碼 |
| Ritholtz Wealth Management | 50,312 | $183.7 萬 | 0.10% | +92+0.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 47,526 | $173.5 萬 | 0.00% | +5,852+14.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 45,780 | $167.1 萬 | 0.02% | −807−1.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 45,948 | $167.0 萬 | 0.00% | +15,931+53.1% | 加碼 |
| Arizona State Retirement System | 45,133 | $164.8 萬 | 0.02% | +1,764+4.1% | 加碼 |
| Susquehanna International Group, LLP | 45,101 | $164.7 萬 | 0.00% | +45,101 | 新進 |
| Massachusetts Financial Services Co | 44,819 | $163.6 萬 | 0.00% | +44,819 | 新進 |
| Alps Advisors Inc | 44,456 | $162.3 萬 | 0.01% | +2,251+5.3% | 加碼 |
| Argyle Capital Management Inc. | 44,150 | $161.2 萬 | 0.55% | −1,800−3.9% | 減碼 |
| Guggenheim Capital LLC | 43,462 | $158.7 萬 | 0.01% | −3,899−8.2% | 減碼 |
| Mork Capital Management, LLC | 43,290 | $158.1 萬 | 1.21% | 00.0% | 不變 |
| Concorde Asset Management, LLC | 43,090 | $157.3 萬 | 1.40% | +20,747+92.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 40,235 | $154.9 萬 | 0.06% | −808−2.0% | 減碼 |
| Cetera Investment Advisers | 42,394 | $154.8 萬 | 0.01% | −16,770−28.3% | 減碼 |
| Davy Global Fund Management Ltd | 42,358 | $154.6 萬 | 0.32% | −7,865−15.7% | 減碼 |
| SG Americas Securities, LLC | 42,230 | $154.2 萬 | 0.02% | +25,174+147.6% | 加碼 |
| Louisiana State Employees Retirement System | 41,600 | $151.9 萬 | 0.04% | −900−2.1% | 減碼 |
| Nordea Investment Management AB | 42,112 | $151.4 萬 | 0.00% | +42,112 | 新進 |
| Redwood Investment Management, LLC | 41,020 | $149.8 萬 | 0.20% | +11,136+37.3% | 加碼 |
| Winton Group Ltd | 40,684 | $148.5 萬 | 0.10% | −216,902−84.2% | 減碼 |
| Bridgeway Capital Management, LLC | 40,100 | $146.4 萬 | 0.04% | −27,000−40.2% | 減碼 |
| Gabelli Funds LLC | 40,000 | $146.0 萬 | 0.01% | 00.0% | 不變 |
| State of Michigan Retirement System | 39,568 | $144.5 萬 | 0.01% | −700−1.7% | 減碼 |
| LMR Partners LLP | 38,486 | $140.5 萬 | 0.03% | −24,409−38.8% | 減碼 |
| Duality Advisers, LP | 38,379 | $140.1 萬 | 0.16% | +16,710+77.1% | 加碼 |
| Cunning Capital Partners, LP | 37,575 | $137.2 萬 | 0.97% | 00.0% | 不變 |
| Bank of Montreal | 32,931 | $136.9 萬 | 0.00% | +6,284+23.6% | 加碼 |
| M&T Bank Corp | 37,306 | $136.2 萬 | 0.01% | +3,897+11.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 36,270 | $132.4 萬 | 0.01% | +22,670+166.7% | 加碼 |
| Sowell Financial Services LLC | 35,802 | $131.8 萬 | 0.09% | +35,802 | 新進 |
| Convergence Investment Partners, LLC | 36,032 | $131.6 萬 | 0.78% | +412+1.2% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 35,500 | $129.6 萬 | 0.50% | +1,141+3.3% | 加碼 |
| Millennium Management LLC | 35,498 | $129.6 萬 | 0.00% | −95,415−72.9% | 減碼 |
| Kingsview Wealth Management, LLC | 34,319 | $125.3 萬 | 0.05% | −7,919−18.7% | 減碼 |
| Creative Planning | 33,983 | $124.1 萬 | 0.00% | −2,141−5.9% | 減碼 |
| Xponance, Inc. | 33,249 | $121.4 萬 | 0.02% | +1,381+4.3% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 32,500 | $119.0 萬 | 0.03% | 00.0% | 不變 |
| Cerity Partners LLC | 32,404 | $118.3 萬 | 0.01% | +32,404 | 新進 |
| Janus Henderson Group PLC | 31,814 | $116.2 萬 | 0.00% | −10.0% | 減碼 |
| Canada Pension Plan Investment Board | 31,400 | $114.6 萬 | 0.00% | −27,200−46.4% | 減碼 |
| Shilanski & Associates, Inc. | 30,836 | $113.1 萬 | 0.50% | +30,836 | 新進 |
| Twin Tree Management, LP | 30,758 | $112.3 萬 | 0.03% | −218,138−87.6% | 減碼 |
| Blueshift Asset Management, LLC | 30,511 | $111.4 萬 | 0.52% | +30,511 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 29,104 | $106.3 萬 | 0.01% | +29,104 | 新進 |
| ETF Managers Group, LLC | 27,709 | $101.2 萬 | 0.05% | −15,551−35.9% | 減碼 |