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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 26,490 | $96.7 萬 | 0.01% | +26,490 | 新進 |
| Engineers Gate Manager LP | 26,166 | $95.5 萬 | 0.06% | −11,651−30.8% | 減碼 |
| Linden Thomas Advisory Services, LLC | 25,786 | $94.1 萬 | 0.27% | +25,786 | 新進 |
| Barnett & Company, Inc. | 25,620 | $93.5 萬 | 0.71% | −5,150−16.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 25,615 | $93.5 萬 | 0.01% | −2,600−9.2% | 減碼 |
| New Mexico Educational Retirement Board | 25,100 | $91.6 萬 | 0.05% | 00.0% | 不變 |
| Mariner, LLC | 24,422 | $89.2 萬 | 0.00% | +1,536+6.7% | 加碼 |
| United Capital Financial Advisers, LLC | 23,659 | $86.4 萬 | 0.00% | −2,984−11.2% | 減碼 |
| National Bank of Canada | 24,197 | $85.8 萬 | 0.00% | −13,095−35.1% | 減碼 |
| Wealthfront Advisers LLC | 23,350 | $85.3 萬 | 0.00% | −503−2.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 23,300 | $85.1 萬 | 0.01% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,152 | $84.5 萬 | 0.00% | +1,223+5.6% | 加碼 |
| Ifrah Financial Services, Inc. | 22,973 | $83.9 萬 | 0.28% | −752−3.2% | 減碼 |
| Portman Square Capital LLP | 22,567 | $82.4 萬 | 0.40% | +22,567 | 新進 |
| New York Life Investment Management LLC | 22,308 | $81.4 萬 | 0.01% | +2,860+14.7% | 加碼 |
| Harrison & Co Wealth Management, LLC | 22,231 | $81.2 萬 | 0.78% | −299−1.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 22,121 | $80.8 萬 | 0.00% | −1,849−7.7% | 減碼 |
| Neuberger Berman Group LLC | 22,030 | $80.4 萬 | 0.00% | +10,445+90.2% | 加碼 |
| Quent Capital, LLC | 21,766 | $79.5 萬 | 0.15% | +740+3.5% | 加碼 |
| Ceera Investments, LLC | 21,749 | $79.4 萬 | 0.50% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 21,763 | $79.4 萬 | 0.01% | −385−1.7% | 減碼 |
| Squarepoint Ops LLC | 21,602 | $78.9 萬 | 0.01% | +21,602 | 新進 |
| AE Wealth Management LLC | 21,584 | $78.8 萬 | 0.01% | +4,509+26.4% | 加碼 |
| Versor Investments LP | 21,481 | $78.4 萬 | 0.07% | −22,740−51.4% | 減碼 |
| Range Financial Group LLC | 21,303 | $77.8 萬 | 0.53% | +398+1.9% | 加碼 |
| US Bancorp | 20,740 | $75.7 萬 | 0.00% | +782+3.9% | 加碼 |
| Assenagon Asset Management S.A. | 20,391 | $74.4 萬 | 0.00% | +20,391 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 20,303 | $74.1 萬 | 0.00% | +2,180+12.0% | 加碼 |
| Huber Capital Management LLC | 20,213 | $73.8 萬 | 0.19% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 19,939 | $72.8 萬 | 0.00% | −9,642−32.6% | 減碼 |
| MAI Capital Management | 19,816 | $72.3 萬 | 0.01% | −646−3.2% | 減碼 |
| XTX Topco Ltd | 19,794 | $72.3 萬 | 0.15% | +19,794 | 新進 |
| Rayliant Investment Research | 19,730 | $72.0 萬 | 10.37% | +19,730 | 新進 |
| Handelsbanken Fonder AB | 19,600 | $71.6 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management SA | 19,472 | $71.1 萬 | 0.00% | +7,010+56.3% | 加碼 |
| Citadel Advisors LLC | 19,236 | $70.2 萬 | 0.00% | +19,236 | 新進 |
| Aviva PLC | 18,968 | $69.3 萬 | 0.00% | −53,557−73.8% | 減碼 |
| Echo Street Capital Management LLC | 18,967 | $69.2 萬 | 0.01% | +18,967 | 新進 |
| MML Investors Services, LLC | 18,933 | $69.1 萬 | 0.00% | +2,201+13.2% | 加碼 |
| Hussman Strategic Advisors, Inc. | 18,600 | $67.9 萬 | 0.11% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 18,442 | $67.3 萬 | 0.16% | −4,746−20.5% | 減碼 |
| Exchange Traded Concepts, LLC | 18,308 | $66.8 萬 | 0.02% | +110+0.6% | 加碼 |
| True Wealth Design, LLC | 18,285 | $66.8 萬 | 0.31% | +18,285 | 新進 |
| Vestcor Inc | 18,210 | $66.5 萬 | 0.02% | +12,861+240.4% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $65.7 萬 | 0.11% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 17,239 | $62.9 萬 | 0.00% | −1,435−7.7% | 減碼 |
| Crawford Investment Counsel Inc | 17,022 | $62.1 萬 | 0.01% | −3,148−15.6% | 減碼 |
| River & Mercantile Asset Management LLP | 16,907 | $61.7 萬 | 0.13% | −22,538−57.1% | 減碼 |
| Natixis Advisors, L.P. | 16,879 | $61.6 萬 | 0.00% | −1,567−8.5% | 減碼 |
| Rockland Trust Co | 16,666 | $60.8 萬 | 0.04% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 16,313 | $59.6 萬 | 0.27% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 15,900 | $58.1 萬 | 0.08% | +7,800+96.3% | 加碼 |
| TSP Capital Management Group, LLC | 15,500 | $56.6 萬 | 0.21% | – | – |
| United Services Automobile Association | 15,296 | $55.9 萬 | 0.01% | −2,306−13.1% | 減碼 |
| RBF Capital, LLC | 15,000 | $54.8 萬 | 0.04% | 00.0% | 不變 |
| Legacy Bridge, LLC | 14,797 | $54.0 萬 | 0.38% | +12+0.1% | 加碼 |
| Chicago Trust Co NA | 14,500 | $52.9 萬 | 0.13% | 00.0% | 不變 |
| EHP Funds Inc. | 14,400 | $52.6 萬 | 0.11% | −200−1.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,388 | $52.5 萬 | 0.01% | −8,661−37.6% | 減碼 |
| FORA Capital, LLC | 14,311 | $52.2 萬 | 0.08% | +14,311 | 新進 |
| Gallacher Capital Management LLC | 14,300 | $52.2 萬 | 0.32% | +14,300 | 新進 |
| Securian Asset Management, Inc | 14,286 | $52.2 萬 | 0.01% | −263−1.8% | 減碼 |
| Pinebridge Investments, L.P. | 14,262 | $52.1 萬 | 0.01% | +14,262 | 新進 |
| Illinois Municipal Retirement Fund | 14,246 | $52.0 萬 | 0.01% | 00.0% | 不變 |
| Mackenzie Financial Corp | 14,096 | $51.5 萬 | 0.00% | −3,900−21.7% | 減碼 |
| Strategy Asset Managers LLC | 13,789 | $50.3 萬 | 0.13% | −63−0.5% | 減碼 |
| Bank of Nova Scotia | 13,583 | $49.6 萬 | 0.00% | −9,658−41.6% | 減碼 |
| First Citizens Bank & Trust Co | 13,397 | $48.9 萬 | 0.01% | +843+6.7% | 加碼 |
| Atlas Capital Advisors LLC | 12,827 | $46.8 萬 | 0.08% | −313−2.4% | 減碼 |
| Maryland State Retirement & Pension System | 12,734 | $46.5 萬 | 0.01% | +12,734 | 新進 |
| Inspire Advisors, LLC | 12,730 | $46.5 萬 | 0.12% | +3,518+38.2% | 加碼 |
| Gsa Capital Partners LLP | 12,139 | $44.3 萬 | 0.05% | +2,290+23.3% | 加碼 |
| Advisory Services Network, LLC | 12,106 | $44.2 萬 | 0.01% | +3,147+35.1% | 加碼 |
| Bokf, NA | 11,955 | $43.6 萬 | 0.01% | +191+1.6% | 加碼 |
| Capital Fund Management S.A. | 11,824 | $43.2 萬 | 0.01% | +11,824 | 新進 |
| OmniStar Financial Group, Inc. | 11,774 | $43.0 萬 | 0.49% | +144+1.2% | 加碼 |
| Brown Advisory Inc | 11,667 | $42.6 萬 | 0.00% | −11−0.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,600 | $42.4 萬 | 0.05% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 11,500 | $42.0 萬 | 0.03% | +11,500 | 新進 |
| Ethic Inc. | 11,320 | $41.3 萬 | 0.02% | +1,435+14.5% | 加碼 |
| Veritable, L.P. | 11,274 | $41.2 萬 | 0.01% | +932+9.0% | 加碼 |
| Merit Financial Group, LLC | 11,246 | $41.1 萬 | 0.01% | +40.0% | 加碼 |
| Globeflex Capital L P | 11,046 | $40.3 萬 | 0.05% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 11,032 | $40.3 萬 | 0.02% | +11,032 | 新進 |
| Ci Investments Inc. | 11,014 | $40.2 萬 | 0.00% | −5,421−33.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 10,876 | $39.7 萬 | 0.00% | −27,560−71.7% | 減碼 |
| Commonwealth Equity Services, LLC | 10,843 | $39.5 萬 | 0.00% | −3,967−26.8% | 減碼 |
| National Asset Management, Inc. | 10,528 | $38.7 萬 | 0.01% | +10,528 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 10,250 | $37.4 萬 | 0.25% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 10,199 | $37.2 萬 | 0.45% | −12−0.1% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,561 | $37.0 萬 | 0.00% | +10,561 | 新進 |
| 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 |
| ProShare Advisors LLC | 9,879 | $36.1 萬 | 0.00% | +826+9.1% | 加碼 |
| Baird Financial Group, Inc. | 9,866 | $36.0 萬 | 0.00% | −12−0.1% | 減碼 |
| Allworth Financial LP | 9,796 | $35.8 萬 | 0.00% | −4,791−32.8% | 減碼 |
| Walleye Capital LLC | 9,662 | $35.3 萬 | 0.01% | +9,662 | 新進 |
| Fifth Third Bancorp | 9,643 | $35.2 萬 | 0.00% | +76+0.8% | 加碼 |
| Boston Family Office LLC | 9,000 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 8,959 | $32.7 萬 | 0.01% | +745+9.1% | 加碼 |