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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 20,785 | $66.3 萬 | 0.00% | −50,740−70.9% | 減碼 |
| Advisory Research Inc | 21,293 | $67.9 萬 | 0.09% | +865+4.2% | 加碼 |
| Toroso Investments, LLC | 21,477 | $68.4 萬 | 0.02% | −55,490−72.1% | 減碼 |
| US Bancorp | 21,493 | $68.5 萬 | 0.00% | +626+3.0% | 加碼 |
| Ceera Investments, LLC | 21,749 | $69.3 萬 | 0.40% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 21,865 | $69.7 萬 | 0.03% | −5,751−20.8% | 減碼 |
| Ifrah Financial Services, Inc. | 22,395 | $71.4 萬 | 0.22% | −153−0.7% | 減碼 |
| Sherbrooke Park Advisers LLC | 22,400 | $71.4 萬 | 0.37% | +16,600+286.2% | 加碼 |
| Wealthfront Advisers LLC | 22,428 | $71.5 萬 | 0.00% | −325−1.4% | 減碼 |
| Crawford Investment Counsel Inc | 22,452 | $71.6 萬 | 0.01% | +1,860+9.0% | 加碼 |
| Illinois Municipal Retirement Fund | 22,744 | $72.5 萬 | 0.01% | 00.0% | 不變 |
| Quent Capital, LLC | 22,880 | $72.9 萬 | 0.11% | +113+0.5% | 加碼 |
| Genus Capital Management Inc. | 23,500 | $74.9 萬 | 0.11% | +23,500 | 新進 |
| Prudential PLC | 23,726 | $75.6 萬 | 0.01% | −35,684−60.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,782 | $75.8 萬 | 0.00% | −111,026−82.4% | 減碼 |
| Convergence Investment Partners, LLC | 23,839 | $76.0 萬 | 0.44% | −12,283−34.0% | 減碼 |
| Teza Capital Management LLC | 24,082 | $76.7 萬 | 0.12% | +24,082 | 新進 |
| Atom Investors LP | 24,676 | $78.6 萬 | 0.30% | +24,676 | 新進 |
| TCM Advisors, LLC | – | $79.7 萬 | 0.34% | – | – |
| Federated Hermes, Inc. | 27,999 | $89.2 萬 | 0.00% | −61,570−68.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 28,244 | $90.0 萬 | 0.01% | +2,629+10.3% | 加碼 |
| OmniStar Financial Group, Inc. | 28,436 | $90.6 萬 | 1.07% | +3,263+13.0% | 加碼 |
| Handelsbanken Fonder AB | 28,700 | $91.5 萬 | 0.00% | 00.0% | 不變 |
| Xponance, Inc. | 28,896 | $92.1 萬 | 0.01% | −4,020−12.2% | 減碼 |
| Truist Financial Corp | 29,311 | $93.4 萬 | 0.00% | −28,025−48.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,930 | $95.4 萬 | 0.00% | +5,506+22.5% | 加碼 |
| New Mexico Educational Retirement Board | 31,100 | $99.1 萬 | 0.04% | +2,900+10.3% | 加碼 |
| Linden Thomas Advisory Services, LLC | 31,624 | $100.8 萬 | 0.22% | +1,045+3.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 32,047 | $102.1 萬 | 0.07% | +32,047 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 32,061 | $102.2 萬 | 0.00% | +32,061 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 32,516 | $103.6 萬 | 0.00% | +21,412+192.8% | 加碼 |
| Intech Investment Management LLC | 32,573 | $103.8 萬 | 0.01% | −25,560−44.0% | 減碼 |
| Cerity Partners LLC | 32,758 | $104.4 萬 | 0.00% | +859+2.7% | 加碼 |
| Corton Capital Inc. | 33,641 | $107.2 萬 | 0.50% | +33,641 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 33,843 | $107.9 萬 | 0.03% | +60+0.2% | 加碼 |
| APG Asset Management N.V. | 37,100 | $108.4 萬 | 0.00% | −27,400−42.5% | 減碼 |
| Advisors Asset Management, Inc. | 34,301 | $109.3 萬 | 0.02% | −22,940−40.1% | 減碼 |
| Aigen Investment Management, LP | 34,869 | $111.1 萬 | 0.16% | −17,080−32.9% | 減碼 |
| Davy Global Fund Management Ltd | 35,012 | $111.6 萬 | 0.21% | −678−1.9% | 減碼 |
| Teacher Retirement System of Texas | 35,272 | $112.4 萬 | 0.01% | −17,474−33.1% | 減碼 |
| Engineers Gate Manager LP | 35,656 | $113.6 萬 | 0.04% | −377−1.0% | 減碼 |
| Huber Capital Management LLC | 35,744 | $113.9 萬 | 0.27% | +15,500+76.6% | 加碼 |
| Ritholtz Wealth Management | 36,095 | $115.0 萬 | 0.05% | −8,604−19.2% | 減碼 |
| Franklin Resources Inc | 36,155 | $115.2 萬 | 0.00% | −14,240−28.3% | 減碼 |
| Capstone Investment Advisors, LLC | 36,905 | $117.6 萬 | 0.03% | +36,905 | 新進 |
| State of Michigan Retirement System | 37,468 | $119.4 萬 | 0.01% | −1,000−2.6% | 減碼 |
| Cunning Capital Partners, LP | 0 | $119.8 萬 | 0.76% | −37,575−100.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 38,029 | $121.2 萬 | 0.05% | −738−1.9% | 減碼 |
| Argyle Capital Management Inc. | 38,500 | $122.7 萬 | 0.44% | −5,650−12.8% | 減碼 |
| M&T Bank Corp | 38,567 | $123.0 萬 | 0.00% | −272−0.7% | 減碼 |
| Bank of Montreal | 37,799 | $124.7 萬 | 0.00% | −6,541−14.8% | 減碼 |
| Thrivent Financial for Lutherans | 39,306 | $125.3 萬 | 0.00% | −881−2.2% | 減碼 |
| Russell Investments Group, Ltd. | 40,302 | $128.5 萬 | 0.00% | −16,110−28.6% | 減碼 |
| Occudo Quantitative Strategies LP | 40,471 | $129.0 萬 | 0.13% | −48,900−54.7% | 減碼 |
| Arizona State Retirement System | 42,772 | $136.3 萬 | 0.01% | −2,276−5.1% | 減碼 |
| Fox Run Management, L.L.C. | 43,747 | $139.4 萬 | 0.39% | +43,747 | 新進 |
| Summit Global Investments | 43,817 | $139.6 萬 | 0.09% | −375−0.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 44,039 | $140.4 萬 | 0.02% | −400−0.9% | 減碼 |
| Commerce Bank | 44,078 | $140.5 萬 | 0.01% | −8,536−16.2% | 減碼 |
| Louisiana State Employees Retirement System | 44,500 | $141.8 萬 | 0.03% | +4,100+10.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 45,226 | $144.1 萬 | 0.26% | +12,043+36.3% | 加碼 |
| Commonwealth Equity Services, LLC | 48,468 | $154.5 萬 | 0.00% | +19,114+65.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 50,360 | $160.5 萬 | 0.00% | +24,949+98.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 50,833 | $162.0 萬 | 0.00% | +4,326+9.3% | 加碼 |
| Alps Advisors Inc | 51,314 | $163.5 萬 | 0.01% | +15,939+45.1% | 加碼 |
| Stifel Financial Corp | 51,652 | $164.6 萬 | 0.00% | −143,979−73.6% | 減碼 |
| Human Investing LLC | 51,751 | $164.9 萬 | 0.38% | −1,497−2.8% | 減碼 |
| Dynamic Technology Lab Private Ltd | 52,002 | $165.7 萬 | 0.21% | −26,453−33.7% | 減碼 |
| Rings Capital Management LLC | 53,000 | $168.9 萬 | 1.59% | 00.0% | 不變 |
| Auxier Asset Management | 53,747 | $171.3 萬 | 0.28% | 00.0% | 不變 |
| Alberta Investment Management Corp | 56,800 | $181.0 萬 | 0.02% | 00.0% | 不變 |
| Deutsche Bank AG | 58,242 | $185.6 萬 | 0.00% | −5,255−8.3% | 減碼 |
| Glenmede Trust Co NA | 57,991 | $204.4 萬 | 0.01% | −260−0.4% | 減碼 |
| Guggenheim Capital LLC | 64,782 | $206.5 萬 | 0.02% | +27,318+72.9% | 加碼 |
| Hussman Strategic Advisors, Inc. | 65,000 | $207.2 萬 | 0.38% | −12,500−16.1% | 減碼 |
| Canada Pension Plan Investment Board | 65,000 | $207.2 萬 | 0.00% | +12,800+24.5% | 加碼 |
| PGGM Investments | 67,318 | $214.5 萬 | 0.03% | −4,130−5.8% | 減碼 |
| Round Hill Asset Management | 67,752 | $215.9 萬 | 1.33% | −350−0.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 68,266 | $217.6 萬 | 0.02% | +60,357+763.1% | 加碼 |
| Janney Montgomery Scott LLC | 68,704 | $219.0 萬 | 0.01% | +68,704 | 新進 |
| Alaska Permanent Fund Corp | 73,400 | $233.9 萬 | 0.05% | +73,400 | 新進 |
| Janus Henderson Group PLC | 73,539 | $234.4 萬 | 0.00% | −167−0.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 73,612 | $234.6 萬 | 0.02% | +5,026+7.3% | 加碼 |
| Massachusetts Financial Services Co | 74,339 | $236.9 萬 | 0.00% | +578+0.8% | 加碼 |
| Trexquant Investment LP | 74,864 | $238.6 萬 | 0.06% | +74,864 | 新進 |
| DekaBank Deutsche Girozentrale | 74,976 | $238.9 萬 | 0.01% | −14,482−16.2% | 減碼 |
| Public Employees Retirement System of Ohio | 75,923 | $242.0 萬 | 0.01% | −20,564−21.3% | 減碼 |
| Creative Planning | 77,226 | $246.1 萬 | 0.00% | +41,148+114.1% | 加碼 |
| Yousif Capital Management, LLC | 78,084 | $248.9 萬 | 0.03% | −3,153−3.9% | 減碼 |
| Price T Rowe Associates Inc | 78,802 | $251.2 萬 | 0.00% | −5,550−6.6% | 減碼 |
| Mercer Global Advisors Inc | 78,862 | $251.4 萬 | 0.01% | +10,259+15.0% | 加碼 |
| LPL Financial LLC | 79,000 | $251.8 萬 | 0.00% | −35,971−31.3% | 減碼 |
| Virginia Retirement Systems Et Al | 79,400 | $253.0 萬 | 0.02% | +3,700+4.9% | 加碼 |
| State of Tennessee, Treasury Department | 80,295 | $255.9 萬 | 0.01% | +80,295 | 新進 |
| Envestnet Asset Management Inc | 82,894 | $264.2 萬 | 0.00% | −331,058−80.0% | 減碼 |
| Ontario Teachers Pension Plan Board | 83,191 | $265.1 萬 | 0.03% | −33,607−28.8% | 減碼 |
| Balyasny Asset Management LLC | 84,572 | $269.5 萬 | 0.01% | +44,976+113.6% | 加碼 |
| Jane Street Group, LLC | 84,617 | $269.7 萬 | 0.00% | +6,318+8.1% | 加碼 |
| Wedge Capital Management L L P | 87,711 | $279.5 萬 | 0.04% | −760,876−89.7% | 減碼 |
| Treasurer of the State of North Carolina | 88,212 | $281.1 萬 | 0.01% | −144−0.2% | 減碼 |