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 |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 8,864 | $32.4 萬 | 0.09% | −1,728−16.3% | 減碼 |
| Kestra Advisory Services, LLC | 8,821 | $32.2 萬 | 0.00% | −1,986−18.4% | 減碼 |
| JustInvest LLC | 8,787 | $32.1 萬 | 0.01% | +3,687+72.3% | 加碼 |
| EMC Capital Management | 8,651 | $31.6 萬 | 0.28% | +327+3.9% | 加碼 |
| Woodline Partners LP | 8,574 | $31.3 萬 | 0.00% | +8,574 | 新進 |
| Utah Retirement Systems | 8,500 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 8,459 | $30.9 萬 | 0.06% | +7,659+957.4% | 加碼 |
| Vise Technologies, Inc. | 8,453 | $30.9 萬 | 0.10% | −1,509−15.1% | 減碼 |
| RSM US Wealth Management LLC | 8,379 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Argent Trust Co | 8,405 | $30.7 萬 | 0.02% | −3,000−26.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 8,153 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 8,088 | $29.5 萬 | 0.06% | −1,964−19.5% | 減碼 |
| Harvest Fund Management Co., Ltd | 8,089 | $29.5 萬 | 0.08% | −920−10.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| CSS LLC | 7,942 | $29.0 萬 | 0.02% | −4,058−33.8% | 減碼 |
| Shelton Capital Management | 7,890 | $28.8 萬 | 0.03% | −503−6.0% | 減碼 |
| Waldron Private Wealth LLC | 6,528 | $27.9 萬 | 0.02% | 00.0% | 不變 |
| Advisor Partners II, LLC | 7,460 | $27.2 萬 | 0.02% | −426−5.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,372 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| Gyon Technologies Capital Management, LP | 7,372 | $26.9 萬 | 0.10% | +7,372 | 新進 |
| Bard Financial Services, Inc. | 7,250 | $26.5 萬 | 0.02% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 7,219 | $26.4 萬 | 0.04% | −50,183−87.4% | 減碼 |
| Stokes Family Office, LLC | 7,068 | $25.8 萬 | 0.03% | −655−8.5% | 減碼 |
| Alpha Omega Wealth Management LLC | 6,987 | $25.5 萬 | 0.05% | −506−6.8% | 減碼 |
| Captrust Financial Advisors | 6,880 | $25.1 萬 | 0.00% | −61−0.9% | 減碼 |
| TCM Advisors, LLC | – | $24.5 萬 | 0.25% | – | – |
| Cetera Advisors LLC | 6,609 | $24.1 萬 | 0.00% | −451−6.4% | 減碼 |
| Meridian Wealth Management, LLC | 6,600 | $24.1 萬 | 0.02% | +6,600 | 新進 |
| Woodmont Investment Counsel LLC | 6,500 | $23.7 萬 | 0.03% | 00.0% | 不變 |
| Profund Advisors LLC | 6,482 | $23.7 萬 | 0.02% | −559−7.9% | 減碼 |
| Park National Corp | 6,432 | $23.5 萬 | 0.01% | +75+1.2% | 加碼 |
| Coldstream Capital Management Inc | 6,374 | $23.3 萬 | 0.01% | +6,374 | 新進 |
| Blueprint Investment Partners LLC | 6,334 | $23.1 萬 | 0.05% | +6,334 | 新進 |
| Focus Financial Network, Inc. | 6,256 | $23.0 萬 | 0.02% | +43+0.7% | 加碼 |
| Sherbrooke Park Advisers LLC | 6,200 | $22.6 萬 | 0.17% | +6,200 | 新進 |
| Point72 Middle East FZE | 6,161 | $22.5 萬 | 0.02% | +6,161 | 新進 |
| GWM Advisors LLC | 15,558 | $22.2 萬 | 0.01% | +48+0.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,000 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| Stephens Inc | 6,000 | $21.9 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 10,414 | $21.6 萬 | 0.00% | +194+1.9% | 加碼 |
| First Republic Investment Management, Inc. | 5,927 | $21.6 萬 | 0.00% | +284+5.0% | 加碼 |
| Gamco Investors, Inc. Et Al | 5,700 | $20.8 萬 | 0.00% | −2,800−32.9% | 減碼 |
| Rain Capital Management, LLC | 5,617 | $20.5 萬 | 0.15% | +5,617 | 新進 |
| Arnhold LLC | 5,600 | $20.4 萬 | 0.03% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 5,584 | $20.4 萬 | 0.08% | +822+17.3% | 加碼 |
| One Wealth Advisors, LLC | 5,364 | $19.6 萬 | 0.04% | −4,158−43.7% | 減碼 |
| Washington Trust Co | 5,315 | $19.4 萬 | 0.01% | 00.0% | 不變 |
| State of Wyoming | 5,003 | $18.3 萬 | 0.06% | +836+20.1% | 加碼 |
| First Manhattan Co | 5,000 | $18.3 萬 | 0.00% | +5,000 | 新進 |
| IFP Advisors, Inc | 5,946 | $18.0 萬 | 0.01% | −150−2.5% | 減碼 |
| Umb Bank N A | 4,280 | $15.6 萬 | 0.00% | −125−2.8% | 減碼 |
| Armstrong Advisory Group, Inc | 4,110 | $15.0 萬 | 0.02% | +4,110 | 新進 |
| Tower Research Capital LLC (TRC) | 3,832 | $14.0 萬 | 0.01% | −4,190−52.2% | 減碼 |
| New Vernon Capital Holdings II LLC | 3,568 | $13.0 萬 | 0.10% | +3,568 | 新進 |
| Salem Investment Counselors Inc | 3,500 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Group Inc | 2,758 | $10.2 萬 | 0.00% | −281−9.2% | 減碼 |
| Money Concepts Capital Corp | 2,597 | $9.48 萬 | 0.00% | +522+25.2% | 加碼 |
| Signaturefd, LLC | 2,523 | $9.21 萬 | 0.00% | +2,037+419.1% | 加碼 |
| Ronald Blue Trust, Inc. | 2,080 | $8.90 萬 | 0.00% | +911+77.9% | 加碼 |
| Huntington National Bank | 2,418 | $8.83 萬 | 0.00% | +18+0.8% | 加碼 |
| Accurate Wealth Management, LLC | 2,351 | $8.55 萬 | 0.03% | +2,351 | 新進 |
| Center for Financial Planning, Inc. | 2,303 | $8.41 萬 | 0.02% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2,257 | $8.24 萬 | 0.00% | −222−9.0% | 減碼 |
| Silvant Capital Management LLC | 2,232 | $8.21 萬 | 0.01% | 00.0% | 不變 |
| Ellevest, Inc. | 2,230 | $8.14 萬 | 0.01% | +166+8.0% | 加碼 |
| ICA Group Wealth Management, LLC | 2,000 | $7.30 萬 | 0.02% | +2,000 | 新進 |
| North Star Investment Management Corp. | 1,970 | $7.19 萬 | 0.01% | +1+0.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,870 | $6.83 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,686 | $6.16 萬 | 0.00% | +1,686 | 新進 |
| Proequities, Inc. | 1,605 | $5.90 萬 | 0.00% | +479+42.5% | 加碼 |
| Private Trust Co NA | 1,619 | $5.90 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 1,617 | $5.90 萬 | 0.05% | +1,363+536.6% | 加碼 |
| Lindbrook Capital, LLC | 1,389 | $5.07 萬 | 0.01% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 1,356 | $4.95 萬 | 0.01% | +1,356 | 新進 |
| Leonteq Securities AG | 1,345 | $4.91 萬 | 0.00% | +150+12.6% | 加碼 |
| CWM, LLC | 1,333 | $4.90 萬 | 0.00% | −100−7.0% | 減碼 |
| Harbour Investments, Inc. | 1,238 | $4.52 萬 | 0.00% | −266−17.7% | 減碼 |
| Parallel Advisors, LLC | 1,073 | $3.92 萬 | 0.00% | −332−23.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 1,000 | $3.65 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,000 | $3.65 萬 | 0.00% | 00.0% | 不變 |
| Belmont Capital, LLC | 878 | $3.20 萬 | 0.03% | 00.0% | 不變 |
| Hanseatic Management Services Inc | 839 | $3.10 萬 | 0.08% | 00.0% | 不變 |
| Valley National Advisers Inc | 800 | $3.00 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 814 | $2.97 萬 | 0.00% | −141−14.8% | 減碼 |
| Archer Investment Corp | 800 | $2.92 萬 | 0.01% | 00.0% | 不變 |
| NVWM, LLC | 676 | $2.49 萬 | 0.01% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 622 | $2.27 萬 | 0.01% | +622 | 新進 |
| PrairieView Partners, LLC | 608 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 593 | $2.17 萬 | 0.00% | +593 | 新進 |
| Atwood & Palmer Inc | 570 | $2.08 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 543 | $1.98 萬 | 0.00% | +399+277.1% | 加碼 |
| Newbridge Financial Services Group, Inc. | 533 | $1.95 萬 | 0.01% | −430−44.7% | 減碼 |
| Central Trust Co | 500 | $1.83 萬 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 513 | $1.80 萬 | 0.00% | −1,410−73.3% | 減碼 |
| Endurance Wealth Management, Inc. | 502 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 454 | $1.66 萬 | 0.00% | +303+200.7% | 加碼 |
| Tradition Wealth Management, LLC | 414 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 398 | $1.50 萬 | 0.00% | +313+368.2% | 加碼 |
| Lowe Wealth Advisors, LLC | 406 | $1.48 萬 | 0.01% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 351 | $1.28 萬 | 0.00% | +3+0.9% | 加碼 |