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 2 季 13F 持有人
H&R Block Inc 在 2023/6/30 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
- 399
- 較 2023 年第 1 季 −23 家
- 持有股數
- 1.35 億
- 較 2023 年第 1 季 −813.3 萬 (−5.7%)
- 總市值
- $43.2 億
- 較 2023 年第 1 季 −$7.39 億 (−14.6%)
- 新進機構
- 51
- 另有 117 家加碼
- 清倉機構
- 74
- 另有 162 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 22,841,454 | $7.28 億 | 0.06% | +3,7700.0% | 加碼 |
| BlackRock Inc. | 18,588,258 | $5.92 億 | 0.02% | +23,516+0.1% | 加碼 |
| Vanguard Group Inc | 15,410,041 | $4.91 億 | 0.01% | −744,612−4.6% | 減碼 |
| Lazard Asset Management LLC | 6,622,014 | $2.11 億 | 0.26% | +1,512,508+29.6% | 加碼 |
| State Street Corp | 5,995,046 | $1.93 億 | 0.01% | +327,215+5.8% | 加碼 |
| Wellington Management Group LLP | 3,803,814 | $1.21 億 | 0.02% | −4,784,530−55.7% | 減碼 |
| Charles Schwab Investment Management Inc | 3,726,058 | $1.19 億 | 0.03% | +101,673+2.8% | 加碼 |
| AQR Capital Management LLC | 2,911,703 | $9,280 萬 | 0.20% | +647,810+28.6% | 加碼 |
| Boston Partners | 2,592,152 | $8,263 萬 | 0.11% | −895,199−25.7% | 減碼 |
| Geode Capital Management, LLC | 2,331,904 | $7,432 萬 | 0.01% | +100,048+4.5% | 加碼 |
| Northern Trust Corp | 2,268,134 | $7,229 萬 | 0.01% | −20,803−0.9% | 減碼 |
| Dimensional Fund Advisors LP | 2,230,891 | $7,110 萬 | 0.02% | +60,462+2.8% | 加碼 |
| Bank of New York Mellon Corp | 1,975,895 | $6,297 萬 | 0.01% | −95,595−4.6% | 減碼 |
| Citadel Advisors LLC | 1,928,470 | $6,146 萬 | 0.07% | +1,092,578+130.7% | 加碼 |
| LSV Asset Management | 1,828,090 | $5,826 萬 | 0.13% | −88,525−4.6% | 減碼 |
| Pacer Advisors, Inc. | 1,796,342 | $5,725 萬 | 0.23% | +213,619+13.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,508,108 | $4,806 萬 | 0.06% | +527,530+53.8% | 加碼 |
| Norges Bank | 1,401,156 | $4,465 萬 | 0.01% | −207,706−12.9% | 減碼 |
| Morgan Stanley | 1,369,814 | $4,366 萬 | 0.00% | +369,027+36.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,314,921 | $4,191 萬 | 0.24% | −828,491−38.7% | 減碼 |
| Millennium Management LLC | 1,214,222 | $3,870 萬 | 0.04% | +1,027,480+550.2% | 加碼 |
| Artisan Partners Limited Partnership | 1,029,354 | $3,281 萬 | 0.05% | −49,130−4.6% | 減碼 |
| Goldman Sachs Group Inc | 924,951 | $2,948 萬 | 0.01% | +155,411+20.2% | 加碼 |
| Voloridge Investment Management, LLC | 900,500 | $2,870 萬 | 0.14% | +247,557+37.9% | 加碼 |
| HighTower Advisors, LLC | 888,560 | $2,831 萬 | 0.06% | +63,105+7.6% | 加碼 |
| Invesco Ltd. | 885,729 | $2,823 萬 | 0.01% | −78,390−8.1% | 減碼 |
| Nuveen Asset Management, LLC | 876,331 | $2,793 萬 | 0.01% | +239,973+37.7% | 加碼 |
| Schroder Investment Management Group | 836,781 | $2,667 萬 | 0.04% | −1,020,092−54.9% | 減碼 |
| NewEdge Wealth, LLC | 819,723 | $2,612 萬 | 0.87% | +43,380+5.6% | 加碼 |
| JPMorgan Chase & Co | 741,053 | $2,362 萬 | 0.00% | +64,075+9.5% | 加碼 |
| Royce & Associates LP | 690,887 | $2,202 萬 | 0.21% | +61,000+9.7% | 加碼 |
| Los Angeles Capital Management LLC | 655,694 | $2,090 萬 | 0.08% | −801,277−55.0% | 減碼 |
| Man Group plc | 653,206 | $2,082 萬 | 0.06% | – | – |
| D. E. Shaw & Co., Inc. | 610,401 | $1,945 萬 | 0.03% | −406,863−40.0% | 減碼 |
| Principal Financial Group Inc | 576,211 | $1,836 萬 | 0.01% | −27,380−4.5% | 減碼 |
| Qube Research & Technologies Ltd | 555,744 | $1,771 萬 | 0.07% | +33,235+6.4% | 加碼 |
| Jupiter Asset Management Ltd | 550,000 | $1,753 萬 | 0.19% | −330,000−37.5% | 減碼 |
| Bank of America Corp | 548,459 | $1,748 萬 | 0.00% | −1,207,289−68.8% | 減碼 |
| Rhumbline Advisers | 514,770 | $1,641 萬 | 0.02% | −4,250−0.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 513,879 | $1,638 萬 | 0.04% | −1,040,506−66.9% | 減碼 |
| UBS Asset Management Americas Inc | 445,997 | $1,572 萬 | 0.01% | 00.0% | 不變 |
| American Century Companies Inc | 450,732 | $1,436 萬 | 0.01% | +109,039+31.9% | 加碼 |
| Voya Investment Management LLC | 430,994 | $1,374 萬 | 0.01% | +48,871+12.8% | 加碼 |
| Victory Capital Management Inc | 406,468 | $1,295 萬 | 0.01% | +2,629+0.7% | 加碼 |
| Marshall Wace, LLP | 388,528 | $1,238 萬 | 0.03% | +388,528 | 新進 |
| Fulton Breakefield Broenniman LLC | 369,016 | $1,176 萬 | 0.97% | −117,481−24.1% | 減碼 |
| Storebrand Asset Management AS | 361,952 | $1,154 萬 | 0.05% | +10,000+2.8% | 加碼 |
| Swiss National Bank | 331,500 | $1,056 萬 | 0.01% | −4,000−1.2% | 減碼 |
| Royal Bank of Canada | 304,407 | $970.1 萬 | 0.00% | +54,264+21.7% | 加碼 |
| Retirement Systems of Alabama | 300,147 | $956.6 萬 | 0.04% | −2,720−0.9% | 減碼 |
| UBS Group AG | 292,117 | $931.0 萬 | 0.00% | −337,902−53.6% | 減碼 |
| Sound Income Strategies, LLC | 278,265 | $886.8 萬 | 0.91% | +21,563+8.4% | 加碼 |
| Ensign Peak Advisors, Inc | 277,335 | $883.9 萬 | 0.02% | +128,870+86.8% | 加碼 |
| South Dakota Investment Council | 277,240 | $883.6 萬 | 0.18% | +167,270+152.1% | 加碼 |
| California Public Employees Retirement System | 272,863 | $869.6 萬 | 0.01% | −66,165−19.5% | 減碼 |
| Ameriprise Financial Inc | 260,337 | $830.3 萬 | 0.00% | −527,798−67.0% | 減碼 |
| Legal & General Group Plc | 246,268 | $784.9 萬 | 0.00% | −1,662−0.7% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 241,650 | $770.1 萬 | 0.04% | +77,260+47.0% | 加碼 |
| Lodge Hill Capital, LLC | 239,000 | $761.7 萬 | 2.58% | −66,000−21.6% | 減碼 |
| Barclays PLC | 232,334 | $740.4 萬 | 0.00% | +202,539+679.8% | 加碼 |
| Alliancebernstein L.P. | 230,661 | $735.1 萬 | 0.00% | +14,353+6.6% | 加碼 |
| American International Group, Inc. | 230,641 | $735.1 萬 | 0.04% | −4,924−2.1% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 108,240 | $697.0 萬 | 0.22% | +583+0.5% | 加碼 |
| Swedbank AB | 215,968 | $688.3 萬 | 0.01% | 00.0% | 不變 |
| Credit Suisse AG | 210,066 | $669.5 萬 | 0.01% | +12,431+6.3% | 加碼 |
| New York State Teachers Retirement System | 201,400 | $641.9 萬 | 0.01% | −6,436−3.1% | 減碼 |
| Financial Counselors Inc | 199,874 | $637.0 萬 | 0.13% | −491−0.2% | 減碼 |
| Allianz Asset Management GmbH | 186,647 | $594.8 萬 | 0.01% | −24,829−11.7% | 減碼 |
| California State Teachers Retirement System | 185,841 | $592.3 萬 | 0.01% | −17,313−8.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 184,434 | $587.8 萬 | 0.01% | −8,329−4.3% | 減碼 |
| Bridgewater Associates, LP | 175,139 | $558.2 萬 | 0.03% | +57,903+49.4% | 加碼 |
| Mackenzie Financial Corp | 171,998 | $556.9 萬 | 0.01% | +73,773+75.1% | 加碼 |
| Holocene Advisors, LP | 173,585 | $553.2 萬 | 0.02% | +115,309+197.9% | 加碼 |
| First Trust Advisors LP | 172,356 | $549.3 萬 | 0.01% | +124,959+263.6% | 加碼 |
| New York State Common Retirement Fund | 169,984 | $541.7 萬 | 0.01% | −6,122−3.5% | 減碼 |
| ExodusPoint Capital Management, LP | 157,823 | $503.0 萬 | 0.06% | +74,429+89.2% | 加碼 |
| Rodgers Brothers Inc. | 157,350 | $501.5 萬 | 0.88% | +6,900+4.6% | 加碼 |
| CI Private Wealth, LLC | 154,794 | $493.3 萬 | 0.01% | +13,413+9.5% | 加碼 |
| SEI Investments Co | 151,248 | $482.5 萬 | 0.01% | −93,187−38.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 142,991 | $455.7 萬 | 0.07% | −146,709−50.6% | 減碼 |
| Nisa Investment Advisors, LLC | 139,821 | $445.6 萬 | 0.03% | −10,179−6.8% | 減碼 |
| Texas Permanent School Fund | 134,084 | $427.3 萬 | 0.04% | −2,478−1.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 131,100 | $417.8 萬 | 0.03% | +93,500+248.7% | 加碼 |
| Great West Life Assurance Co | 130,225 | $416.1 萬 | 0.01% | −41,466−24.2% | 減碼 |
| Citigroup Inc | 127,151 | $405.2 萬 | 0.01% | +20,872+19.6% | 加碼 |
| Wells Fargo & Company | 115,237 | $367.3 萬 | 0.00% | −39,463−25.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 113,696 | $362.3 萬 | 0.00% | −4,469−3.8% | 減碼 |
| Putnam Investments LLC | 112,829 | $359.6 萬 | 0.01% | +112,829 | 新進 |
| Raymond James & Associates | 112,458 | $358.4 萬 | 0.00% | −16,646−12.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 110,565 | $352.4 萬 | 0.01% | +96,194+669.4% | 加碼 |
| Mutual of America Capital Management LLC | 110,481 | $352.1 萬 | 0.04% | −12,115−9.9% | 減碼 |
| Amalgamated Bank | 106,055 | $338.0 萬 | 0.03% | −11,132−9.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 104,536 | $333.2 萬 | 0.20% | +18,220+21.1% | 加碼 |
| HRT Financial LP | 101,888 | $324.7 萬 | 0.03% | −135,926−57.2% | 減碼 |
| Nordea Investment Management AB | 97,327 | $314.2 萬 | 0.00% | +57,448+144.1% | 加碼 |
| MetLife Investment Management | 95,347 | $303.9 萬 | 0.02% | −3,038−3.1% | 減碼 |
| Macquarie Group Ltd | 92,901 | $296.1 萬 | 0.00% | −151,312−62.0% | 減碼 |
| Tectonic Advisors LLC | 91,526 | $291.7 萬 | 0.36% | +15,555+20.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 89,044 | $283.8 萬 | 0.01% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 88,212 | $281.1 萬 | 0.01% | −144−0.2% | 減碼 |