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。
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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 7,121 | $25.1 萬 | 0.00% | +241+3.5% | 加碼 |
| Argent Trust Co | 7,031 | $24.8 萬 | 0.02% | −1,374−16.3% | 減碼 |
| Alpha Omega Wealth Management LLC | 7,011 | $24.7 萬 | 0.04% | +24+0.3% | 加碼 |
| Aquatic Capital Management LLC | 7,000 | $24.7 萬 | 0.02% | −4,500−39.1% | 減碼 |
| Kestra Advisory Services, LLC | 7,004 | $24.7 萬 | 0.00% | −1,817−20.6% | 減碼 |
| Cubist Systematic Strategies, LLC | 6,804 | $24.0 萬 | 0.00% | −97,590−93.5% | 減碼 |
| Woodmont Investment Counsel LLC | 6,500 | $22.9 萬 | 0.02% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 6,365 | $22.6 萬 | 0.01% | −163−2.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 6,360 | $22.6 萬 | 0.00% | −1,793−22.0% | 減碼 |
| Focus Financial Network, Inc. | 6,307 | $22.4 萬 | 0.01% | +51+0.8% | 加碼 |
| Park National Corp | 6,357 | $22.4 萬 | 0.01% | −75−1.2% | 減碼 |
| Cetera Advisors LLC | 6,317 | $22.3 萬 | 0.00% | −292−4.4% | 減碼 |
| Measured Wealth Private Client Group, LLC | 6,283 | $22.1 萬 | 0.09% | +699+12.5% | 加碼 |
| Bard Financial Services, Inc. | 6,250 | $22.0 萬 | 0.02% | −1,000−13.8% | 減碼 |
| First Republic Investment Management, Inc. | 6,157 | $21.7 萬 | 0.00% | +230+3.9% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,000 | $21.2 萬 | 0.02% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 5,800 | $20.4 萬 | 0.31% | −400−6.5% | 減碼 |
| Cetera Advisor Networks LLC | 5,779 | $20.4 萬 | 0.00% | +5,779 | 新進 |
| Vestcor Inc | 5,711 | $20.1 萬 | 0.01% | −12,499−68.6% | 減碼 |
| Washington Trust Co | 5,315 | $18.7 萬 | 0.01% | 00.0% | 不變 |
| First Manhattan Co | 5,000 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 4,280 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 4,110 | $14.5 萬 | 0.02% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 4,085 | $14.4 萬 | 0.01% | +4,085 | 新進 |
| New Vernon Capital Holdings II LLC | 3,617 | $12.7 萬 | 0.09% | +49+1.4% | 加碼 |
| Paladin Advisory Group, LLC | 3,584 | $12.6 萬 | 0.11% | +3,584 | 新進 |
| Salem Investment Counselors Inc | 3,500 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 3,163 | $11.2 萬 | 0.10% | +1,546+95.6% | 加碼 |
| Ronald Blue Trust, Inc. | 3,030 | $11.1 萬 | 0.00% | +950+45.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,059 | $10.8 萬 | 0.00% | −773−20.2% | 減碼 |
| Signaturefd, LLC | 2,534 | $8.93 萬 | 0.00% | +11+0.4% | 加碼 |
| Huntington National Bank | 2,465 | $8.69 萬 | 0.00% | +47+1.9% | 加碼 |
| Center for Financial Planning, Inc. | 2,303 | $8.12 萬 | 0.02% | 00.0% | 不變 |
| Bessemer Group Inc | 2,247 | $8.00 萬 | 0.00% | −511−18.5% | 減碼 |
| Silvant Capital Management LLC | 2,232 | $7.93 萬 | 0.01% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 2,026 | $7.14 萬 | 0.01% | −10,801−84.2% | 減碼 |
| TD Private Client Wealth LLC | 2,020 | $7.12 萬 | 0.00% | −237−10.5% | 減碼 |
| North Star Investment Management Corp. | 1,971 | $6.95 萬 | 0.01% | +1+0.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,870 | $6.59 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 1,682 | $5.98 萬 | 0.00% | +77+4.8% | 加碼 |
| Ellevest, Inc. | 1,673 | $5.90 萬 | 0.00% | −557−25.0% | 減碼 |
| Private Trust Co NA | 1,619 | $5.71 萬 | 0.01% | 00.0% | 不變 |
| Bokf, NA | 1,501 | $5.29 萬 | 0.00% | −10,454−87.4% | 減碼 |
| Machina Capital S.A.S. | 1,500 | $5.29 萬 | 0.05% | +1,500 | 新進 |
| Leonteq Securities AG | 1,497 | $5.28 萬 | 0.00% | +152+11.3% | 加碼 |
| WealthPLAN Partners, LLC | 1,490 | $5.25 萬 | 0.01% | +1,490 | 新進 |
| Lindbrook Capital, LLC | 1,434 | $5.05 萬 | 0.01% | +45+3.2% | 加碼 |
| Harbour Investments, Inc. | 1,413 | $4.98 萬 | 0.00% | +175+14.1% | 加碼 |
| IFP Advisors, Inc | 1,689 | $4.71 萬 | 0.00% | −4,257−71.6% | 減碼 |
| Global Retirement Partners, LLC | 1,355 | $4.40 萬 | 0.00% | +812+149.5% | 加碼 |
| CWM, LLC | 1,077 | $3.80 萬 | 0.00% | −256−19.2% | 減碼 |
| Tradition Wealth Management, LLC | 1,034 | $3.60 萬 | 0.00% | +620+149.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,000 | $3.52 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,000 | $3.52 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 998 | $3.52 萬 | 0.00% | +405+68.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 959 | $3.40 萬 | 0.01% | −7,130−88.1% | 減碼 |
| Belmont Capital, LLC | 878 | $3.10 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 864 | $3.05 萬 | 0.00% | −209−19.5% | 減碼 |
| Amundi | 857 | $2.95 萬 | 0.00% | −168,937−99.5% | 減碼 |
| Ameritas Advisory Services, LLC | 833 | $2.94 萬 | 0.00% | +833 | 新進 |
| Archer Investment Corp | 800 | $2.82 萬 | 0.01% | 00.0% | 不變 |
| Valley National Advisers Inc | 800 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 722 | $2.55 萬 | 0.00% | −92−11.3% | 減碼 |
| NVWM, LLC | 676 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 616 | $2.17 萬 | 0.01% | +503+445.1% | 加碼 |
| PrairieView Partners, LLC | 608 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Atwood & Palmer Inc | 570 | $2.01 萬 | 0.00% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 502 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 503 | $1.77 萬 | 0.01% | −30−5.6% | 減碼 |
| ICA Group Wealth Management, LLC | 500 | $1.76 萬 | 0.00% | −1,500−75.0% | 減碼 |
| Central Trust Co | 500 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| Tanglewood Legacy Advisors, LLC | 500 | $1.76 萬 | 0.01% | +500 | 新進 |
| TCI Wealth Advisors, Inc. | 481 | $1.70 萬 | 0.00% | +212+78.8% | 加碼 |
| Lowe Wealth Advisors, LLC | 406 | $1.43 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 383 | $1.35 萬 | 0.00% | −71−15.6% | 減碼 |
| GHP Investment Advisors, Inc. | 353 | $1.25 萬 | 0.00% | +2+0.6% | 加碼 |
| WR Wealth Planners, LLC | 343 | $1.21 萬 | 0.01% | +65+23.4% | 加碼 |
| FIL Ltd | 310 | $1.09 萬 | 0.00% | +275+785.7% | 加碼 |
| Pacific Center for Financial Services | 280 | $9,870 | 0.00% | +280 | 新進 |
| Piershale Financial Group, Inc. | 227 | $8,002 | 0.01% | 00.0% | 不變 |
| Retirement Group, LLC | 217 | $8,000 | 0.00% | +1+0.5% | 加碼 |
| Stonebridge Capital Advisors LLC | 216 | $7,614 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 209 | $7,366 | 0.00% | +15+7.7% | 加碼 |
| Caldwell Sutter Capital, Inc. | 200 | $7,050 | 0.01% | +200 | 新進 |
| ClariVest Asset Management LLC | 193 | $7,000 | 0.00% | −8−4.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 193 | $6,803 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 157 | $6,000 | 0.00% | −241−60.6% | 減碼 |
| Creative Financial Designs Inc | 150 | $5,288 | 0.00% | 00.0% | 不變 |
| Abound Wealth Management | 150 | $5,288 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 145 | $5,112 | 0.00% | +48+49.5% | 加碼 |
| Cambridge Trust Co | 129 | $4,547 | 0.00% | 00.0% | 不變 |
| Accel Wealth Management | 127 | $4,469 | 0.00% | +1+0.8% | 加碼 |
| Hexagon Capital Partners LLC | 120 | $4,230 | 0.00% | −16−11.8% | 減碼 |
| Earnest Partners LLC | 119 | $4,195 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 117 | $4,124 | 0.00% | 00.0% | 不變 |
| Lee Financial Co | 113 | $4,028 | 0.00% | −41−26.6% | 減碼 |
| Steward Financial Group LLC | 123 | $4,000 | 0.00% | +64+108.5% | 加碼 |
| TD Ameritrade Investment Management, LLC | 103 | $4,000 | 0.00% | +85+472.2% | 加碼 |
| JFS Wealth Advisors, LLC | 107 | $3,772 | 0.00% | −23−17.7% | 減碼 |
| Grove Bank & Trust | 105 | $3,701 | 0.00% | +105 | 新進 |