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 |
|---|---|---|---|---|---|
| New Vernon Capital Holdings II LLC | 3,617 | $12.7 萬 | 0.09% | +49+1.4% | 加碼 |
| Centaurus Financial, Inc. | 4,085 | $14.4 萬 | 0.01% | +4,085 | 新進 |
| Armstrong Advisory Group, Inc | 4,110 | $14.5 萬 | 0.02% | 00.0% | 不變 |
| Umb Bank N A | 4,280 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 5,000 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 5,315 | $18.7 萬 | 0.01% | 00.0% | 不變 |
| Vestcor Inc | 5,711 | $20.1 萬 | 0.01% | −12,499−68.6% | 減碼 |
| Cetera Advisor Networks LLC | 5,779 | $20.4 萬 | 0.00% | +5,779 | 新進 |
| Sherbrooke Park Advisers LLC | 5,800 | $20.4 萬 | 0.31% | −400−6.5% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,000 | $21.2 萬 | 0.02% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 6,157 | $21.7 萬 | 0.00% | +230+3.9% | 加碼 |
| Bard Financial Services, Inc. | 6,250 | $22.0 萬 | 0.02% | −1,000−13.8% | 減碼 |
| Measured Wealth Private Client Group, LLC | 6,283 | $22.1 萬 | 0.09% | +699+12.5% | 加碼 |
| Cetera Advisors LLC | 6,317 | $22.3 萬 | 0.00% | −292−4.4% | 減碼 |
| Park National Corp | 6,357 | $22.4 萬 | 0.01% | −75−1.2% | 減碼 |
| Focus Financial Network, Inc. | 6,307 | $22.4 萬 | 0.01% | +51+0.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 6,360 | $22.6 萬 | 0.00% | −1,793−22.0% | 減碼 |
| Waldron Private Wealth LLC | 6,365 | $22.6 萬 | 0.01% | −163−2.5% | 減碼 |
| Woodmont Investment Counsel LLC | 6,500 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 6,804 | $24.0 萬 | 0.00% | −97,590−93.5% | 減碼 |
| Kestra Advisory Services, LLC | 7,004 | $24.7 萬 | 0.00% | −1,817−20.6% | 減碼 |
| Aquatic Capital Management LLC | 7,000 | $24.7 萬 | 0.02% | −4,500−39.1% | 減碼 |
| Alpha Omega Wealth Management LLC | 7,011 | $24.7 萬 | 0.04% | +24+0.3% | 加碼 |
| Argent Trust Co | 7,031 | $24.8 萬 | 0.02% | −1,374−16.3% | 減碼 |
| Captrust Financial Advisors | 7,121 | $25.1 萬 | 0.00% | +241+3.5% | 加碼 |
| Level Four Advisory Services, LLC | 7,127 | $25.1 萬 | 0.02% | +7,127 | 新進 |
| Green Square Capital Advisors LLC | 7,219 | $25.4 萬 | 0.03% | 00.0% | 不變 |
| Kula Investments, LLC | 7,238 | $25.5 萬 | 0.06% | +7,238 | 新進 |
| Advisor Partners II, LLC | 7,307 | $25.8 萬 | 0.01% | −153−2.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,372 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Shelton Capital Management | 7,890 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 7,909 | $27.9 萬 | 0.00% | −28,361−78.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 8,056 | $28.6 萬 | 0.01% | −323−3.9% | 減碼 |
| Gladius Capital Management LP | 8,144 | $28.7 萬 | 0.09% | +8,144 | 新進 |
| Utah Retirement Systems | 8,200 | $28.9 萬 | 0.00% | −300−3.5% | 減碼 |
| BlueCrest Capital Management Ltd | 8,500 | $30.0 萬 | 0.03% | +8,500 | 新進 |
| Tradewinds, LLC. | 8,581 | $30.2 萬 | 0.18% | +8,581 | 新進 |
| EMC Capital Management | 8,651 | $30.5 萬 | 0.26% | 00.0% | 不變 |
| Globeflex Capital L P | 8,739 | $30.8 萬 | 0.04% | −2,307−20.9% | 減碼 |
| Kingsview Wealth Management, LLC | 8,779 | $30.9 萬 | 0.01% | −25,540−74.4% | 減碼 |
| Boston Family Office LLC | 9,000 | $31.8 萬 | 0.03% | 00.0% | 不變 |
| ProShare Advisors LLC | 9,060 | $31.9 萬 | 0.00% | −819−8.3% | 減碼 |
| GWM Advisors LLC | 9,387 | $33.1 萬 | 0.00% | −6,171−39.7% | 減碼 |
| Boulder Hill Capital Management LP | 9,500 | $33.5 萬 | 0.27% | +9,500 | 新進 |
| Fifth Third Bancorp | 9,728 | $34.3 萬 | 0.00% | +85+0.9% | 加碼 |
| Allworth Financial LP | 9,794 | $34.5 萬 | 0.00% | −20.0% | 減碼 |
| Baird Financial Group, Inc. | 9,901 | $34.9 萬 | 0.00% | +35+0.4% | 加碼 |
| Bartlett & Co. LLC | 10,000 | $35.5 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $35.5 萬 | 0.01% | 00.0% | 不變 |
| Veritable, L.P. | 10,190 | $35.9 萬 | 0.01% | −1,084−9.6% | 減碼 |
| Kiwi Wealth Investments Limited Partnership | 10,392 | $36.6 萬 | 0.02% | −49,801−82.7% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 10,416 | $36.7 萬 | 0.22% | +166+1.6% | 加碼 |
| Brown Advisory Inc | 10,972 | $38.7 萬 | 0.00% | −695−6.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 11,104 | $39.1 萬 | 0.00% | +228+2.1% | 加碼 |
| Triumph Capital Management | 11,042 | $39.2 萬 | 0.20% | +11,042 | 新進 |
| First Citizens Bank & Trust Co | 11,236 | $39.6 萬 | 0.01% | −2,161−16.1% | 減碼 |
| Susquehanna International Group, LLP | 11,658 | $41.1 萬 | 0.00% | −33,443−74.2% | 減碼 |
| IMC-Chicago, LLC | 11,710 | $41.3 萬 | 0.07% | +11,710 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,912 | $42.0 萬 | 0.00% | +1,351+12.8% | 加碼 |
| Ci Investments Inc. | 11,977 | $42.2 萬 | 0.00% | +963+8.7% | 加碼 |
| Strategy Asset Managers LLC | 12,635 | $44.5 萬 | 0.11% | −1,154−8.4% | 減碼 |
| Inceptionr LLC | 12,670 | $44.7 萬 | 0.14% | +12,670 | 新進 |
| Maryland State Retirement & Pension System | 12,734 | $44.9 萬 | 0.01% | 00.0% | 不變 |
| Group One Trading, L.P. | 13,217 | $46.6 萬 | 0.02% | +13,217 | 新進 |
| JustInvest LLC | 13,371 | $47.1 萬 | 0.02% | +4,584+52.2% | 加碼 |
| Portman Square Capital LLP | 13,834 | $48.8 萬 | 0.12% | −8,733−38.7% | 減碼 |
| Securian Asset Management, Inc | 13,868 | $48.9 萬 | 0.01% | −418−2.9% | 減碼 |
| MAI Capital Management | 13,981 | $49.3 萬 | 0.01% | −5,835−29.4% | 減碼 |
| Bank of Nova Scotia | 14,245 | $50.2 萬 | 0.00% | +662+4.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 14,371 | $50.7 萬 | 0.00% | −1,034,807−98.6% | 減碼 |
| RBF Capital, LLC | 15,000 | $52.9 萬 | 0.04% | 00.0% | 不變 |
| CSS LLC | 15,442 | $54.4 萬 | 0.04% | +7,500+94.4% | 加碼 |
| Echo Street Capital Management LLC | 15,472 | $54.5 萬 | 0.00% | −3,495−18.4% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 15,500 | $54.6 萬 | 1.39% | +15,500 | 新進 |
| TSP Capital Management Group, LLC | 15,500 | $54.6 萬 | 0.20% | 00.0% | 不變 |
| Legacy Bridge, LLC | 15,837 | $55.8 萬 | 0.39% | +1,040+7.0% | 加碼 |
| Twin Tree Management, LP | 16,346 | $57.6 萬 | 0.02% | −14,412−46.9% | 減碼 |
| River & Mercantile Asset Management LLP | 16,417 | $57.8 萬 | 0.12% | −490−2.9% | 減碼 |
| AE Wealth Management LLC | 16,436 | $57.9 萬 | 0.00% | −5,148−23.9% | 減碼 |
| Rockland Trust Co | 16,666 | $58.7 萬 | 0.04% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 16,746 | $59.0 萬 | 0.02% | +5,714+51.8% | 加碼 |
| Carlson Capital Management | 17,400 | $61.3 萬 | 0.04% | +17,400 | 新進 |
| Point72 Middle East FZE | 17,520 | $61.8 萬 | 0.03% | +11,359+184.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 17,541 | $61.8 萬 | 0.00% | +302+1.8% | 加碼 |
| United Capital Financial Advisers, LLC | 17,605 | $62.1 萬 | 0.00% | −6,054−25.6% | 減碼 |
| TCM Advisors, LLC | – | $62.7 萬 | 0.57% | – | – |
| NJ State Employees Deferred Compensation Plan | 18,000 | $63.5 萬 | 0.10% | 00.0% | 不變 |
| AXA S.A. | 18,300 | $64.5 萬 | 0.00% | −111,100−85.9% | 減碼 |
| MSH Capital Advisors LLC | 18,346 | $64.7 萬 | 0.28% | +2,033+12.5% | 加碼 |
| Blueshift Asset Management, LLC | 18,374 | $64.8 萬 | 0.27% | −12,137−39.8% | 減碼 |
| Pinebridge Investments, L.P. | 18,640 | $65.7 萬 | 0.01% | +4,378+30.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 18,904 | $66.6 萬 | 0.00% | −1,399−6.9% | 減碼 |
| Advisory Services Network, LLC | 18,905 | $66.6 萬 | 0.02% | +6,799+56.2% | 加碼 |
| Natixis Advisors, L.P. | 19,213 | $67.7 萬 | 0.00% | +2,334+13.8% | 加碼 |
| Duality Advisers, LP | 19,234 | $67.8 萬 | 0.08% | −19,145−49.9% | 減碼 |
| EHP Funds Inc. | 19,400 | $68.4 萬 | 0.15% | +5,000+34.7% | 加碼 |
| Pictet Asset Management SA | 19,472 | $68.6 萬 | 0.00% | 00.0% | 不變 |
| Huber Capital Management LLC | 20,244 | $71.4 萬 | 0.18% | +31+0.2% | 加碼 |
| Inspire Advisors, LLC | 20,261 | $71.4 萬 | 0.16% | +7,531+59.2% | 加碼 |