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 |
|---|---|---|---|---|---|
| Advisory Research Inc | 20,428 | $72.0 萬 | 0.12% | +20,428 | 新進 |
| Crawford Investment Counsel Inc | 20,592 | $72.6 萬 | 0.02% | +3,570+21.0% | 加碼 |
| Range Financial Group LLC | 20,633 | $72.7 萬 | 0.48% | −670−3.1% | 減碼 |
| Ethic Inc. | 20,764 | $73.2 萬 | 0.03% | +9,444+83.4% | 加碼 |
| US Bancorp | 20,867 | $73.6 萬 | 0.00% | +127+0.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 20,909 | $73.7 萬 | 0.00% | −1,212−5.5% | 減碼 |
| State of Alaska, Department of Revenue | 20,968 | $73.9 萬 | 0.01% | −795−3.7% | 減碼 |
| Seven Eight Capital, LP | 21,050 | $74.2 萬 | 0.15% | +21,050 | 新進 |
| Mariner, LLC | 21,258 | $74.9 萬 | 0.00% | −3,164−13.0% | 減碼 |
| State of Wisconsin Investment Board | 21,484 | $75.7 萬 | 0.00% | +1,545+7.7% | 加碼 |
| Gallacher Capital Management LLC | 21,521 | $75.9 萬 | 0.46% | +7,221+50.5% | 加碼 |
| Ceera Investments, LLC | 21,749 | $76.7 萬 | 0.49% | 00.0% | 不變 |
| Quent Capital, LLC | 22,767 | $78.8 萬 | 0.13% | +1,001+4.6% | 加碼 |
| FORA Capital, LLC | 22,490 | $79.3 萬 | 0.08% | +8,179+57.2% | 加碼 |
| Ifrah Financial Services, Inc. | 22,548 | $79.5 萬 | 0.25% | −425−1.8% | 減碼 |
| Illinois Municipal Retirement Fund | 22,744 | $80.2 萬 | 0.02% | +8,498+59.7% | 加碼 |
| Wealthfront Advisers LLC | 22,753 | $80.2 萬 | 0.00% | −597−2.6% | 減碼 |
| Edgestream Partners, L.P. | 23,028 | $81.2 萬 | 0.09% | −46,605−66.9% | 減碼 |
| Point72 Asset Management, L.P. | 23,574 | $83.1 萬 | 0.00% | +23,574 | 新進 |
| National Bank of Canada | 24,204 | $84.3 萬 | 0.00% | +70.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,424 | $86.1 萬 | 0.00% | +1,272+5.5% | 加碼 |
| OmniStar Financial Group, Inc. | 25,173 | $88.7 萬 | 1.13% | +13,399+113.8% | 加碼 |
| Atomi Financial Group, Inc. | 25,197 | $88.8 萬 | 0.50% | +25,197 | 新進 |
| Allspring Global Investments Holdings, LLC | 25,411 | $89.6 萬 | 0.00% | −361,731−93.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 25,615 | $90.3 萬 | 0.01% | 00.0% | 不變 |
| Centiva Capital, LP | 26,779 | $94.4 萬 | 0.05% | +26,779 | 新進 |
| Neuberger Berman Group LLC | 26,800 | $94.5 萬 | 0.00% | +4,770+21.7% | 加碼 |
| Ziegler Capital Management, LLC | 27,616 | $96.8 萬 | 0.04% | +27,616 | 新進 |
| Bridgefront Capital, LLC | 27,980 | $98.6 萬 | 0.60% | +27,980 | 新進 |
| ETF Managers Group, LLC | 28,128 | $99.2 萬 | 0.03% | +419+1.5% | 加碼 |
| Jefferies Financial Group Inc. | 28,155 | $99.2 萬 | 0.02% | +28,155 | 新進 |
| New Mexico Educational Retirement Board | 28,200 | $99.4 萬 | 0.05% | +3,100+12.4% | 加碼 |
| Handelsbanken Fonder AB | 28,700 | $101.2 萬 | 0.01% | +9,100+46.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 28,712 | $101.2 萬 | 0.03% | −62,072−68.4% | 減碼 |
| Commonwealth Equity Services, LLC | 29,354 | $103.4 萬 | 0.00% | +18,511+170.7% | 加碼 |
| Barclays PLC | 29,795 | $105.0 萬 | 0.00% | −91,049−75.3% | 減碼 |
| Linden Thomas Advisory Services, LLC | 30,579 | $107.8 萬 | 0.27% | +4,793+18.6% | 加碼 |
| Shilanski & Associates, Inc. | 31,565 | $108.8 萬 | 0.49% | +729+2.4% | 加碼 |
| Cerity Partners LLC | 31,899 | $112.5 萬 | 0.01% | −505−1.6% | 減碼 |
| PEAK6 Investments LLC | 32,382 | $114.1 萬 | 0.07% | +32,382 | 新進 |
| Xponance, Inc. | 32,916 | $116.0 萬 | 0.02% | −333−1.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 33,183 | $117.0 萬 | 0.22% | +14,741+79.9% | 加碼 |
| Estate Counselors, LLC | 33,400 | $117.7 萬 | 0.16% | +33,400 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 33,783 | $119.1 萬 | 0.03% | +19,395+134.8% | 加碼 |
| Walleye Trading LLC | 33,837 | $119.3 萬 | 0.04% | −35,431−51.2% | 減碼 |
| Alps Advisors Inc | 35,375 | $124.7 萬 | 0.01% | −9,081−20.4% | 減碼 |
| Davy Global Fund Management Ltd | 35,690 | $125.8 萬 | 0.24% | −6,668−15.7% | 減碼 |
| Engineers Gate Manager LP | 36,033 | $127.0 萬 | 0.05% | +9,867+37.7% | 加碼 |
| Creative Planning | 36,078 | $127.2 萬 | 0.00% | +2,095+6.2% | 加碼 |
| Convergence Investment Partners, LLC | 36,122 | $127.3 萬 | 0.75% | +90+0.2% | 加碼 |
| Guggenheim Capital LLC | 37,464 | $132.1 萬 | 0.01% | −5,998−13.8% | 減碼 |
| Twinbeech Capital LP | 37,517 | $132.2 萬 | 0.03% | −147,536−79.7% | 減碼 |
| Cunning Capital Partners, LP | 37,575 | $132.5 萬 | 0.90% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 37,600 | $132.5 萬 | 0.01% | +14,300+61.4% | 加碼 |
| State of Michigan Retirement System | 38,468 | $135.6 萬 | 0.01% | −1,100−2.8% | 減碼 |
| ING Groep NV | 38,600 | $136.1 萬 | 0.01% | +38,600 | 新進 |
| Ameritas Investment Partners, Inc. | 38,767 | $136.7 萬 | 0.05% | −1,468−3.6% | 減碼 |
| M&T Bank Corp | 38,839 | $136.9 萬 | 0.01% | +1,533+4.1% | 加碼 |
| Balyasny Asset Management LLC | 39,596 | $139.6 萬 | 0.00% | +39,596 | 新進 |
| Nordea Investment Management AB | 39,879 | $139.6 萬 | 0.00% | −2,233−5.3% | 減碼 |
| Gabelli Funds LLC | 40,000 | $141.0 萬 | 0.01% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 40,187 | $141.7 萬 | 0.00% | −20,597−33.9% | 減碼 |
| Prudential Financial Inc | 38,601 | $141.9 萬 | 0.00% | −20,612−34.8% | 減碼 |
| Louisiana State Employees Retirement System | 40,400 | $142.4 萬 | 0.04% | −1,200−2.9% | 減碼 |
| Jump Financial, LLC | 40,438 | $142.5 萬 | 0.06% | +40,438 | 新進 |
| Cetera Investment Advisers | 41,222 | $145.3 萬 | 0.01% | −1,172−2.8% | 減碼 |
| SG Americas Securities, LLC | 41,438 | $146.1 萬 | 0.02% | −792−1.9% | 減碼 |
| Winton Group Ltd | 42,451 | $149.6 萬 | 0.09% | +1,767+4.3% | 加碼 |
| Argyle Capital Management Inc. | 44,150 | $155.6 萬 | 0.55% | 00.0% | 不變 |
| Summit Global Investments | 44,192 | $155.8 萬 | 0.12% | +44,192 | 新進 |
| Redwood Investment Management, LLC | 44,239 | $155.9 萬 | 0.17% | +3,219+7.8% | 加碼 |
| Bank of Montreal | 44,340 | $156.4 萬 | 0.00% | +11,409+34.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 44,439 | $156.6 萬 | 0.02% | −1,341−2.9% | 減碼 |
| Ritholtz Wealth Management | 44,699 | $157.6 萬 | 0.08% | −5,613−11.2% | 減碼 |
| Arizona State Retirement System | 45,048 | $158.8 萬 | 0.01% | −85−0.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 46,507 | $163.9 萬 | 0.00% | −1,019−2.1% | 減碼 |
| First Trust Advisors LP | 47,397 | $167.1 萬 | 0.00% | −230,687−83.0% | 減碼 |
| Franklin Resources Inc | 50,395 | $177.6 萬 | 0.00% | −174,787−77.6% | 減碼 |
| D.A. Davidson & Co. | 51,715 | $182.3 萬 | 0.02% | −3,602−6.5% | 減碼 |
| Hanlon Investment Management, Inc. | 51,778 | $182.5 萬 | 0.54% | +801+1.6% | 加碼 |
| Aigen Investment Management, LP | 51,949 | $183.1 萬 | 0.25% | +51,949 | 新進 |
| Canada Pension Plan Investment Board | 52,200 | $184.0 萬 | 0.00% | +20,800+66.2% | 加碼 |
| Commerce Bank | 52,614 | $185.5 萬 | 0.01% | −329−0.6% | 減碼 |
| Teacher Retirement System of Texas | 52,746 | $185.9 萬 | 0.01% | −106,441−66.9% | 減碼 |
| Rings Capital Management LLC | 53,000 | $186.8 萬 | 1.98% | 00.0% | 不變 |
| Human Investing LLC | 53,248 | $187.7 萬 | 0.46% | −538−1.0% | 減碼 |
| Auxier Asset Management | 53,747 | $189.5 萬 | 0.33% | −335−0.6% | 減碼 |
| Russell Investments Group, Ltd. | 56,412 | $198.7 萬 | 0.00% | +280.0% | 加碼 |
| Alberta Investment Management Corp | 56,800 | $200.2 萬 | 0.02% | −86,683−60.4% | 減碼 |
| Advisors Asset Management, Inc. | 57,241 | $201.8 萬 | 0.04% | −104,550−64.6% | 減碼 |
| Truist Financial Corp | 57,336 | $202.1 萬 | 0.00% | −10,695−15.7% | 減碼 |
| Intech Investment Management LLC | 58,133 | $204.9 萬 | 0.02% | −18,878−24.5% | 減碼 |
| Glenmede Trust Co NA | 58,251 | $205.3 萬 | 0.01% | −2,660−4.4% | 減碼 |
| Holocene Advisors, LP | 58,276 | $205.4 萬 | 0.01% | +58,276 | 新進 |
| APG Asset Management N.V. | 64,500 | $209.3 萬 | 0.00% | −19,300−23.0% | 減碼 |
| Prudential PLC | 59,410 | $209.4 萬 | 0.02% | +59,410 | 新進 |
| Quantedge Capital Pte Ltd | 60,546 | $213.4 萬 | 0.83% | −91,200−60.1% | 減碼 |
| Deutsche Bank AG | 63,497 | $223.8 萬 | 0.00% | +2,580+4.2% | 加碼 |
| Westpac Banking Corp | 67,045 | $236.3 萬 | 0.03% | +9,637+16.8% | 加碼 |
| Round Hill Asset Management | 68,102 | $240.1 萬 | 1.50% | +150+0.2% | 加碼 |