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。
2023 年第 1 季 13F 持有人
H&R Block Inc 在 2023/3/31 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
- 425
- 較 2022 年第 4 季 −25 家
- 持有股數
- 1.44 億
- 較 2022 年第 4 季 +52.0 萬 (+0.4%)
- 總市值
- $50.7 億
- 較 2022 年第 4 季 −$1.61 億 (−3.1%)
- 新進機構
- 49
- 另有 141 家加碼
- 清倉機構
- 74
- 另有 165 家減碼
另有 5 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 22,837,684 | $8.05 億 | 0.07% | +3,679,366+19.2% | 加碼 |
| BlackRock Inc. | 18,564,742 | $6.54 億 | 0.02% | −1,516,117−7.6% | 減碼 |
| Vanguard Group Inc | 16,154,653 | $5.69 億 | 0.01% | −746,306−4.4% | 減碼 |
| Wellington Management Group LLP | 8,588,344 | $3.03 億 | 0.06% | +151,487+1.8% | 加碼 |
| State Street Corp | 5,667,831 | $2.01 億 | 0.01% | −1,152,078−16.9% | 減碼 |
| Lazard Asset Management LLC | 5,109,506 | $1.80 億 | 0.24% | +2,065,389+67.8% | 加碼 |
| Charles Schwab Investment Management Inc | 3,624,385 | $1.28 億 | 0.04% | −287,663−7.4% | 減碼 |
| Boston Partners | 3,487,351 | $1.23 億 | 0.17% | +3,487,351 | 新進 |
| Northern Trust Corp | 2,288,937 | $8,069 萬 | 0.02% | −60,262−2.6% | 減碼 |
| AQR Capital Management LLC | 2,263,893 | $7,926 萬 | 0.17% | +228,156+11.2% | 加碼 |
| Geode Capital Management, LLC | 2,231,856 | $7,869 萬 | 0.01% | +91,986+4.3% | 加碼 |
| Dimensional Fund Advisors LP | 2,170,429 | $7,650 萬 | 0.03% | +77,897+3.7% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 2,143,412 | $7,556 萬 | 0.44% | −18,204−0.8% | 減碼 |
| Bank of New York Mellon Corp | 2,071,490 | $7,302 萬 | 0.02% | −43,063−2.0% | 減碼 |
| LSV Asset Management | 1,916,615 | $6,756 萬 | 0.15% | −149,466−7.2% | 減碼 |
| Schroder Investment Management Group | 1,856,873 | $6,545 萬 | 0.10% | +65,852+3.7% | 加碼 |
| Bank of America Corp | 1,755,748 | $6,189 萬 | 0.01% | +589,048+50.5% | 加碼 |
| Norges Bank | 1,608,862 | $5,671 萬 | 0.01% | +18,263+1.1% | 加碼 |
| Pacer Advisors, Inc. | 1,582,723 | $5,579 萬 | 0.24% | +712,400+81.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,554,385 | $5,479 萬 | 0.15% | +26,094+1.7% | 加碼 |
| Los Angeles Capital Management LLC | 1,456,971 | $5,136 萬 | 0.23% | +330,769+29.4% | 加碼 |
| Artisan Partners Limited Partnership | 1,078,484 | $3,802 萬 | 0.06% | −56,809−5.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,017,264 | $3,586 萬 | 0.06% | −230,365−18.5% | 減碼 |
| Morgan Stanley | 1,000,787 | $3,528 萬 | 0.00% | −312,838−23.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 980,578 | $3,457 萬 | 0.04% | −491,314−33.4% | 減碼 |
| Invesco Ltd. | 964,119 | $3,399 萬 | 0.01% | −390,882−28.8% | 減碼 |
| Jupiter Asset Management Ltd | 880,000 | $3,100 萬 | 0.43% | −180,000−17.0% | 減碼 |
| Wedge Capital Management L L P | 848,587 | $2,991 萬 | 0.50% | −47,540−5.3% | 減碼 |
| Citadel Advisors LLC | 835,892 | $2,947 萬 | 0.03% | +816,656+4,245.5% | 加碼 |
| HighTower Advisors, LLC | 825,455 | $2,909 萬 | 0.06% | +128,999+18.5% | 加碼 |
| Ameriprise Financial Inc | 788,135 | $2,779 萬 | 0.01% | +96,284+13.9% | 加碼 |
| NewEdge Wealth, LLC | 776,343 | $2,737 萬 | 1.04% | +60,519+8.5% | 加碼 |
| Goldman Sachs Group Inc | 769,540 | $2,713 萬 | 0.01% | −674,610−46.7% | 減碼 |
| JPMorgan Chase & Co | 676,978 | $2,386 萬 | 0.00% | +53,054+8.5% | 加碼 |
| Voloridge Investment Management, LLC | 652,943 | $2,302 萬 | 0.11% | −86,642−11.7% | 減碼 |
| Nuveen Asset Management, LLC | 636,358 | $2,243 萬 | 0.01% | −21,761−3.3% | 減碼 |
| UBS Group AG | 630,019 | $2,221 萬 | 0.01% | +235,377+59.6% | 加碼 |
| Royce & Associates LP | 629,887 | $2,220 萬 | 0.22% | −118,945−15.9% | 減碼 |
| Principal Financial Group Inc | 603,591 | $2,128 萬 | 0.02% | −10,562−1.7% | 減碼 |
| Qube Research & Technologies Ltd | 522,509 | $1,842 萬 | 0.11% | −815,528−60.9% | 減碼 |
| Rhumbline Advisers | 519,020 | $1,830 萬 | 0.02% | +1,420+0.3% | 加碼 |
| Fulton Breakefield Broenniman LLC | 486,497 | $1,715 萬 | 1.47% | +2390.0% | 加碼 |
| UBS Asset Management Americas Inc | 445,997 | $1,572 萬 | 0.01% | −32,029−6.7% | 減碼 |
| Victory Capital Management Inc | 403,839 | $1,424 萬 | 0.02% | −197,155−32.8% | 減碼 |
| Voya Investment Management LLC | 382,123 | $1,347 萬 | 0.01% | +120,979+46.3% | 加碼 |
| Storebrand Asset Management AS | 351,952 | $1,241 萬 | 0.06% | +29,749+9.2% | 加碼 |
| American Century Companies Inc | 341,693 | $1,204 萬 | 0.01% | −326,742−48.9% | 減碼 |
| California Public Employees Retirement System | 339,028 | $1,195 萬 | 0.01% | −66,165−16.3% | 減碼 |
| Swiss National Bank | 335,500 | $1,183 萬 | 0.01% | −50,800−13.2% | 減碼 |
| Lodge Hill Capital, LLC | 305,000 | $1,075 萬 | 4.08% | +60,000+24.5% | 加碼 |
| Retirement Systems of Alabama | 302,867 | $1,068 萬 | 0.05% | +21,256+7.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 289,700 | $1,021 萬 | 0.16% | −115,555−28.5% | 減碼 |
| Sound Income Strategies, LLC | 256,702 | $904.9 萬 | 0.98% | +25,054+10.8% | 加碼 |
| Royal Bank of Canada | 250,143 | $881.8 萬 | 0.00% | +4,165+1.7% | 加碼 |
| Legal & General Group Plc | 247,930 | $874.0 萬 | 0.00% | −5,148−2.0% | 減碼 |
| SEI Investments Co | 244,435 | $861.6 萬 | 0.02% | +19,468+8.7% | 加碼 |
| Macquarie Group Ltd | 244,213 | $860.9 萬 | 0.01% | −363,475−59.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 258,483 | $838.7 萬 | 0.06% | +4,860+1.9% | 加碼 |
| HRT Financial LP | 237,814 | $838.2 萬 | 0.10% | +237,814 | 新進 |
| Ibex Wealth Advisors | 235,994 | $831.9 萬 | 2.16% | +886+0.4% | 加碼 |
| American International Group, Inc. | 235,565 | $830.4 萬 | 0.05% | −7,211−3.0% | 減碼 |
| Alliancebernstein L.P. | 216,308 | $762.5 萬 | 0.00% | −16,350−7.0% | 減碼 |
| Swedbank AB | 215,968 | $761.3 萬 | 0.02% | 00.0% | 不變 |
| Allianz Asset Management GmbH | 211,476 | $745.5 萬 | 0.02% | +44,795+26.9% | 加碼 |
| Man Group plc | – | $741.1 萬 | 0.03% | – | – |
| Sumitomo Mitsui Financial Group, Inc. | 107,657 | $737.3 萬 | 0.23% | +47,307+78.4% | 加碼 |
| New York State Teachers Retirement System | 207,836 | $732.6 萬 | 0.02% | −23,257−10.1% | 減碼 |
| California State Teachers Retirement System | 203,154 | $716.1 萬 | 0.01% | −8,086−3.8% | 減碼 |
| Financial Counselors Inc | 200,365 | $706.3 萬 | 0.15% | −333−0.2% | 減碼 |
| Credit Suisse AG | 197,635 | $696.7 萬 | 0.01% | +8,327+4.4% | 加碼 |
| Stifel Financial Corp | 195,631 | $689.6 萬 | 0.01% | +7,030+3.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 192,763 | $679.5 萬 | 0.02% | 00.0% | 不變 |
| Millennium Management LLC | 186,742 | $658.3 萬 | 0.01% | +151,244+426.1% | 加碼 |
| Tudor Investment Corp Et Al | 185,384 | $653.5 萬 | 0.12% | −20,137−9.8% | 減碼 |
| Envestnet Asset Management Inc | 413,952 | $642.0 萬 | 0.00% | +226,892+121.3% | 加碼 |
| HSBC Holdings PLC | 179,124 | $629.5 萬 | 0.01% | −453,950−71.7% | 減碼 |
| Dorsey Wright & Associates | 177,053 | $624.1 萬 | 1.89% | −27,911−13.6% | 減碼 |
| New York State Common Retirement Fund | 176,106 | $620.8 萬 | 0.01% | −45,813−20.6% | 減碼 |
| Great West Life Assurance Co | 171,691 | $605.4 萬 | 0.02% | −2,590−1.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,390 | $579.5 萬 | 0.03% | +137,900+520.6% | 加碼 |
| Wells Fargo & Company | 154,700 | $545.3 萬 | 0.00% | −8,578−5.3% | 減碼 |
| Rodgers Brothers Inc. | 150,450 | $530.3 萬 | 1.02% | +750+0.5% | 加碼 |
| Nisa Investment Advisors, LLC | 150,000 | $528.8 萬 | 0.04% | +31,897+27.0% | 加碼 |
| Ensign Peak Advisors, Inc | 148,465 | $523.3 萬 | 0.01% | −25,670−14.7% | 減碼 |
| CI Private Wealth, LLC | 141,381 | $498.4 萬 | 0.01% | +1,548+1.1% | 加碼 |
| Texas Permanent School Fund | 136,562 | $481.4 萬 | 0.05% | +32,043+30.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 134,808 | $475.2 萬 | 0.01% | −124,768−48.1% | 減碼 |
| Raymond James & Associates | 129,104 | $455.1 萬 | 0.00% | +64,822+100.8% | 加碼 |
| Mutual of America Capital Management LLC | 122,596 | $432.2 萬 | 0.05% | −5,156−4.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 118,165 | $416.5 萬 | 0.00% | −7,402−5.9% | 減碼 |
| Bridgewater Associates, LP | 117,236 | $413.3 萬 | 0.03% | −20,800−15.1% | 減碼 |
| Amalgamated Bank | 117,187 | $413.1 萬 | 0.04% | −15,445−11.6% | 減碼 |
| Ontario Teachers Pension Plan Board | 116,798 | $411.7 萬 | 0.04% | +45,202+63.1% | 加碼 |
| LPL Financial LLC | 114,971 | $405.3 萬 | 0.00% | +7,192+6.7% | 加碼 |
| South Dakota Investment Council | 109,970 | $387.6 萬 | 0.08% | 00.0% | 不變 |
| Citigroup Inc | 106,279 | $374.6 萬 | 0.01% | −6,611−5.9% | 減碼 |
| MetLife Investment Management | 98,385 | $346.8 萬 | 0.02% | −4,600−4.5% | 減碼 |
| Mackenzie Financial Corp | 98,225 | $346.2 萬 | 0.01% | +84,129+596.8% | 加碼 |
| Public Employees Retirement System of Ohio | 96,487 | $340.1 萬 | 0.01% | +7,128+8.0% | 加碼 |
| Agf Management Ltd | 92,746 | $326.9 萬 | 0.02% | +92,746 | 新進 |