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 |
|---|---|---|---|---|---|
| Park National Corp | 6,357 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Kendall Capital Management | 6,385 | $20.3 萬 | 0.09% | +6,385 | 新進 |
| TownSquare Capital, LLC | 6,377 | $20.3 萬 | 0.00% | +6,377 | 新進 |
| Atria Wealth Solutions, Inc. | 6,330 | $20.4 萬 | 0.00% | −30−0.5% | 減碼 |
| Qsemble Capital Management, LP | 6,400 | $20.4 萬 | 0.14% | +6,400 | 新進 |
| Focus Financial Network, Inc. | 6,360 | $20.5 萬 | 0.01% | +53+0.8% | 加碼 |
| Woodmont Investment Counsel LLC | 6,500 | $20.7 萬 | 0.02% | 00.0% | 不變 |
| Alterna Wealth Management, Inc | 6,784 | $21.6 萬 | 0.25% | +6,784 | 新進 |
| Waldron Private Wealth LLC | 6,786 | $21.8 萬 | 0.01% | +421+6.6% | 加碼 |
| EMC Capital Management | 7,314 | $22.1 萬 | 0.45% | −1,337−15.5% | 減碼 |
| Green Square Capital Advisors LLC | 7,219 | $23.0 萬 | 0.03% | 00.0% | 不變 |
| Shelton Capital Management | 7,507 | $23.9 萬 | 0.01% | −383−4.9% | 減碼 |
| Advisor Partners II, LLC | 7,563 | $24.1 萬 | 0.01% | +256+3.5% | 加碼 |
| New York Life Investment Management LLC | 7,572 | $24.1 萬 | 0.00% | +7,572 | 新進 |
| ISAM Funds (UK) Ltd | 7,594 | $24.2 萬 | 0.22% | +7,594 | 新進 |
| SG Americas Securities, LLC | 7,627 | $24.3 萬 | 0.00% | −33,811−81.6% | 減碼 |
| Zhang Financial LLC | 7,631 | $24.5 萬 | 0.03% | +7,631 | 新進 |
| Advisory Services Network, LLC | 7,737 | $24.7 萬 | 0.01% | −11,168−59.1% | 減碼 |
| Globeflex Capital L P | 7,770 | $24.8 萬 | 0.03% | −969−11.1% | 減碼 |
| Verition Fund Management LLC | 7,796 | $24.8 萬 | 0.00% | +7,796 | 新進 |
| Change Path, LLC | 7,815 | $24.9 萬 | 0.01% | +7,815 | 新進 |
| Neuberger Berman Group LLC | 7,955 | $25.4 萬 | 0.00% | −18,845−70.3% | 減碼 |
| Gladius Capital Management LP | 7,993 | $25.5 萬 | 0.13% | −151−1.9% | 減碼 |
| Vestcor Inc | 8,004 | $25.5 萬 | 0.01% | +2,293+40.2% | 加碼 |
| RSM US Wealth Management LLC | 7,944 | $25.5 萬 | 0.01% | −112−1.4% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,044 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 8,064 | $25.7 萬 | 0.01% | −5,307−39.7% | 減碼 |
| Centiva Capital, LP | 8,085 | $25.8 萬 | 0.01% | −18,694−69.8% | 減碼 |
| Kingsview Wealth Management, LLC | 8,086 | $25.8 萬 | 0.01% | −693−7.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,197 | $26.1 萬 | 0.02% | +825+11.2% | 加碼 |
| Utah Retirement Systems | 8,200 | $26.1 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 8,212 | $26.3 萬 | 0.00% | +8,212 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 8,561 | $27.3 萬 | 0.03% | +8,561 | 新進 |
| Tradewinds, LLC. | 8,581 | $27.3 萬 | 0.16% | 00.0% | 不變 |
| New Vernon Capital Holdings II LLC | 8,870 | $28.3 萬 | 0.19% | +5,253+145.2% | 加碼 |
| ProShare Advisors LLC | 8,896 | $28.4 萬 | 0.00% | −164−1.8% | 減碼 |
| MAI Capital Management | 8,921 | $28.4 萬 | 0.00% | −5,060−36.2% | 減碼 |
| Boston Family Office LLC | 9,000 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 9,334 | $29.7 萬 | 0.00% | −2,324−19.9% | 減碼 |
| Shell Asset Management Co | 9,401 | $30.0 萬 | 0.01% | +9,401 | 新進 |
| HSBC Holdings PLC | 9,503 | $30.3 萬 | 0.00% | −169,621−94.7% | 減碼 |
| EHP Funds Inc. | 9,600 | $30.6 萬 | 0.09% | −9,800−50.5% | 減碼 |
| Quantinno Capital Management LP | 9,895 | $31.5 萬 | 0.02% | +9,895 | 新進 |
| Fifth Third Bancorp | 9,969 | $31.8 萬 | 0.00% | +241+2.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. LLC | 10,000 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 10,166 | $32.4 萬 | 0.00% | +372+3.8% | 加碼 |
| 1620 Investment Advisors, Inc. | 10,239 | $32.6 萬 | 0.37% | +10,239 | 新進 |
| Sunbelt Securities, Inc. | 10,263 | $32.7 萬 | 0.05% | +10,263 | 新進 |
| Kiwi Wealth Investments Limited Partnership | 10,392 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 10,816 | $34.5 萬 | 0.25% | +400+3.8% | 加碼 |
| Veritable, L.P. | 10,893 | $34.7 萬 | 0.01% | +703+6.9% | 加碼 |
| Brown Advisory Inc | 11,104 | $35.4 萬 | 0.00% | +132+1.2% | 加碼 |
| Baird Financial Group, Inc. | 11,368 | $36.2 萬 | 0.00% | +1,467+14.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,417 | $36.4 萬 | 0.01% | +8,358+273.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,428 | $36.4 萬 | 0.00% | +11,428 | 新進 |
| Maryland State Retirement & Pension System | 11,587 | $36.9 萬 | 0.01% | −1,147−9.0% | 減碼 |
| Aquatic Capital Management LLC | 11,600 | $37.0 萬 | 0.02% | +4,600+65.7% | 加碼 |
| RMB Capital Management, LLC | 11,632 | $37.1 萬 | 0.01% | +11,632 | 新進 |
| Prudential Financial Inc | 10,096 | $37.1 萬 | 0.00% | −28,505−73.8% | 減碼 |
| Gallacher Capital Management LLC | 11,711 | $37.3 萬 | 0.22% | −9,810−45.6% | 減碼 |
| First Citizens Bank & Trust Co | 11,733 | $37.4 萬 | 0.01% | +497+4.4% | 加碼 |
| Kestra Advisory Services, LLC | 12,162 | $38.8 萬 | 0.00% | +5,158+73.6% | 加碼 |
| Natixis Advisors, L.P. | 12,404 | $39.5 萬 | 0.00% | −6,809−35.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,576 | $40.1 萬 | 0.00% | +664+5.6% | 加碼 |
| State of Wisconsin Investment Board | 12,640 | $40.3 萬 | 0.00% | −8,844−41.2% | 減碼 |
| Versor Investments LP | 13,252 | $42.2 萬 | 0.07% | +13,252 | 新進 |
| Securian Asset Management, Inc | 13,566 | $43.2 萬 | 0.01% | −302−2.2% | 減碼 |
| Cetera Investment Advisers | 13,728 | $43.8 萬 | 0.00% | −27,494−66.7% | 減碼 |
| Tudor Investment Corp Et Al | 13,844 | $44.1 萬 | 0.01% | −171,540−92.5% | 減碼 |
| AXA S.A. | 14,300 | $45.6 萬 | 0.00% | −4,000−21.9% | 減碼 |
| AE Wealth Management LLC | 14,735 | $47.0 萬 | 0.00% | −1,701−10.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 14,115 | $47.7 萬 | 0.01% | −69,207−83.1% | 減碼 |
| RBF Capital, LLC | 15,000 | $47.8 萬 | 0.03% | 00.0% | 不變 |
| MML Investors Services, LLC | 15,473 | $49.3 萬 | 0.00% | +15,473 | 新進 |
| Lingohr & Partner Asset Management GmbH | 15,500 | $49.4 萬 | 1.26% | 00.0% | 不變 |
| Legacy Bridge, LLC | 15,837 | $50.5 萬 | 0.34% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 15,925 | $50.8 萬 | 0.00% | −1,616−9.2% | 減碼 |
| River & Mercantile Asset Management LLP | 16,217 | $51.6 萬 | 0.10% | −200−1.2% | 減碼 |
| Burns Matteson Capital Management, LLC | 16,305 | $52.0 萬 | 0.32% | +16,305 | 新進 |
| Rockland Trust Co | 16,666 | $53.1 萬 | 0.03% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 16,983 | $54.1 萬 | 0.01% | −1,657−8.9% | 減碼 |
| Bank of Nova Scotia | 17,199 | $54.8 萬 | 0.00% | +2,954+20.7% | 加碼 |
| Carlson Capital Management | 17,400 | $55.5 萬 | 0.03% | 00.0% | 不變 |
| Range Financial Group LLC | 17,407 | $55.5 萬 | 0.35% | −3,226−15.6% | 減碼 |
| United Capital Financial Advisers, LLC | 17,472 | $55.7 萬 | 0.00% | −133−0.8% | 減碼 |
| Delphia (USA) Inc. | 17,991 | $57.3 萬 | 0.91% | +17,991 | 新進 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $57.4 萬 | 0.08% | 00.0% | 不變 |
| Ethic Inc. | 18,143 | $57.8 萬 | 0.02% | −2,621−12.6% | 減碼 |
| Triumph Capital Management | 18,391 | $59.1 萬 | 0.27% | +7,349+66.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 18,590 | $59.2 萬 | 0.00% | −314−1.7% | 減碼 |
| Pictet Asset Management SA | 18,671 | $59.5 萬 | 0.00% | −801−4.1% | 減碼 |
| State of Alaska, Department of Revenue | 18,873 | $60.1 萬 | 0.01% | −2,095−10.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 19,190 | $61.2 萬 | 0.00% | −1,719−8.2% | 減碼 |
| MSH Capital Advisors LLC | 19,255 | $61.4 萬 | 0.22% | +909+5.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 19,442 | $62.0 萬 | 0.00% | +19,442 | 新進 |
| Mariner, LLC | 19,527 | $62.2 萬 | 0.00% | −1,731−8.1% | 減碼 |
| Virtu Financial LLC | 19,595 | $62.4 萬 | 0.05% | +19,595 | 新進 |
| Parallax Volatility Advisers, L.P. | 20,044 | $63.9 萬 | 0.02% | +20,044 | 新進 |
| CSS LLC | 20,442 | $65.1 萬 | 0.05% | +5,000+32.4% | 加碼 |