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 3 季 13F 持有人
H&R Block Inc 在 2023/9/30 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
- 413
- 較 2023 年第 2 季 +18 家
- 持有股數
- 1.32 億
- 較 2023 年第 2 季 −320.0 萬 (−2.4%)
- 總市值
- $57.2 億
- 較 2023 年第 2 季 +$14.0 億 (+32.4%)
- 新進機構
- 68
- 另有 127 家加碼
- 清倉機構
- 50
- 另有 141 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 21,926,329 | $9.44 億 | 0.08% | −915,125−4.0% | 減碼 |
| BlackRock Inc. | 18,420,699 | $7.93 億 | 0.02% | −167,559−0.9% | 減碼 |
| Vanguard Group Inc | 15,033,400 | $6.47 億 | 0.02% | −376,641−2.4% | 減碼 |
| Lazard Asset Management LLC | 6,331,001 | $2.73 億 | 0.37% | −291,013−4.4% | 減碼 |
| State Street Corp | 6,085,710 | $2.64 億 | 0.01% | +90,664+1.5% | 加碼 |
| Charles Schwab Investment Management Inc | 3,844,387 | $1.66 億 | 0.05% | +118,329+3.2% | 加碼 |
| Wellington Management Group LLP | 3,582,417 | $1.54 億 | 0.03% | −221,397−5.8% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 2,768,425 | $1.19 億 | 0.69% | +1,453,504+110.5% | 加碼 |
| AQR Capital Management LLC | 2,719,479 | $1.17 億 | 0.24% | −192,224−6.6% | 減碼 |
| Boston Partners | 2,546,443 | $1.10 億 | 0.15% | −45,709−1.8% | 減碼 |
| Dimensional Fund Advisors LP | 2,389,939 | $1.03 億 | 0.03% | +159,048+7.1% | 加碼 |
| Geode Capital Management, LLC | 2,374,728 | $1.02 億 | 0.01% | +42,824+1.8% | 加碼 |
| Northern Trust Corp | 2,175,172 | $9,366 萬 | 0.02% | −92,962−4.1% | 減碼 |
| Citadel Advisors LLC | 2,040,015 | $8,784 萬 | 0.09% | +111,545+5.8% | 加碼 |
| Bank of New York Mellon Corp | 1,926,235 | $8,294 萬 | 0.02% | −49,660−2.5% | 減碼 |
| LSV Asset Management | 1,695,215 | $7,300 萬 | 0.17% | −132,875−7.3% | 減碼 |
| Norges Bank | 1,641,332 | $7,068 萬 | 0.01% | +240,176+17.1% | 加碼 |
| Pacer Advisors, Inc. | 1,559,894 | $6,717 萬 | 0.26% | −236,448−13.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,523,158 | $6,559 萬 | 0.08% | +15,050+1.0% | 加碼 |
| Morgan Stanley | 1,206,525 | $5,195 萬 | 0.01% | −163,289−11.9% | 減碼 |
| Goldman Sachs Group Inc | 1,182,158 | $5,090 萬 | 0.01% | +257,207+27.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,170,087 | $5,038 萬 | 0.08% | +559,686+91.7% | 加碼 |
| NewEdge Wealth, LLC | 1,007,746 | $4,339 萬 | 1.37% | +188,023+22.9% | 加碼 |
| Artisan Partners Limited Partnership | 996,272 | $4,290 萬 | 0.07% | −33,082−3.2% | 減碼 |
| HighTower Advisors, LLC | 954,038 | $4,111 萬 | 0.08% | +65,478+7.4% | 加碼 |
| Nuveen Asset Management, LLC | 902,328 | $3,885 萬 | 0.01% | +25,997+3.0% | 加碼 |
| Schroder Investment Management Group | 815,936 | $3,513 萬 | 0.05% | −20,845−2.5% | 減碼 |
| Voloridge Investment Management, LLC | 753,413 | $3,244 萬 | 0.16% | −147,087−16.3% | 減碼 |
| Man Group plc | – | $2,884 萬 | 0.09% | – | – |
| JPMorgan Chase & Co | 599,588 | $2,582 萬 | 0.00% | −141,465−19.1% | 減碼 |
| Royce & Associates LP | 575,120 | $2,476 萬 | 0.25% | −115,767−16.8% | 減碼 |
| Principal Financial Group Inc | 566,187 | $2,438 萬 | 0.02% | −10,024−1.7% | 減碼 |
| Bank of America Corp | 555,295 | $2,391 萬 | 0.00% | +6,836+1.2% | 加碼 |
| Jupiter Asset Management Ltd | 550,000 | $2,368 萬 | 0.26% | 00.0% | 不變 |
| American Century Companies Inc | 514,674 | $2,216 萬 | 0.02% | +63,942+14.2% | 加碼 |
| Rhumbline Advisers | 508,944 | $2,192 萬 | 0.03% | −5,826−1.1% | 減碼 |
| Invesco Ltd. | 493,953 | $2,127 萬 | 0.01% | −391,776−44.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 477,529 | $2,056 萬 | 0.05% | −36,350−7.1% | 減碼 |
| Los Angeles Capital Management LLC | 455,752 | $1,962 萬 | 0.08% | −199,942−30.5% | 減碼 |
| Victory Capital Management Inc | 376,198 | $1,620 萬 | 0.02% | −30,270−7.4% | 減碼 |
| UBS Group AG | 370,069 | $1,594 萬 | 0.01% | +77,952+26.7% | 加碼 |
| Storebrand Asset Management AS | 362,907 | $1,563 萬 | 0.07% | +955+0.3% | 加碼 |
| Swiss National Bank | 334,800 | $1,442 萬 | 0.01% | +3,300+1.0% | 加碼 |
| Bridgewater Associates, LP | 330,084 | $1,421 萬 | 0.09% | +154,945+88.5% | 加碼 |
| Renaissance Technologies LLC | 320,600 | $1,381 萬 | 0.02% | +320,600 | 新進 |
| UBS Asset Management Americas Inc | 305,626 | $1,316 萬 | 0.01% | −140,371−31.5% | 減碼 |
| Sound Income Strategies, LLC | 299,366 | $1,289 萬 | 1.09% | +21,101+7.6% | 加碼 |
| Retirement Systems of Alabama | 294,043 | $1,266 萬 | 0.06% | −6,104−2.0% | 減碼 |
| California Public Employees Retirement System | 287,610 | $1,238 萬 | 0.01% | +14,747+5.4% | 加碼 |
| Voya Investment Management LLC | 271,791 | $1,170 萬 | 0.01% | −159,203−36.9% | 減碼 |
| Royal Bank of Canada | 261,766 | $1,127 萬 | 0.00% | −42,641−14.0% | 減碼 |
| Legal & General Group Plc | 256,025 | $1,102 萬 | 0.00% | +9,757+4.0% | 加碼 |
| South Dakota Investment Council | 250,402 | $1,078 萬 | 0.25% | −26,838−9.7% | 減碼 |
| Ameriprise Financial Inc | 241,730 | $1,042 萬 | 0.00% | −18,607−7.1% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 236,371 | $1,018 萬 | 0.05% | −5,279−2.2% | 減碼 |
| HRT Financial LP | 225,561 | $971.2 萬 | 0.10% | +123,673+121.4% | 加碼 |
| Trexquant Investment LP | 223,138 | $960.8 萬 | 0.24% | +148,274+198.1% | 加碼 |
| Alliancebernstein L.P. | 223,030 | $960.4 萬 | 0.00% | −7,631−3.3% | 減碼 |
| Ibex Wealth Advisors | 219,180 | $943.8 萬 | 2.40% | +219,180 | 新進 |
| Swedbank AB | 215,968 | $930.0 萬 | 0.02% | 00.0% | 不變 |
| American International Group, Inc. | 215,429 | $927.6 萬 | 0.06% | −15,212−6.6% | 減碼 |
| Credit Suisse AG | 206,745 | $890.2 萬 | 0.01% | −3,321−1.6% | 減碼 |
| New York State Teachers Retirement System | 200,600 | $863.8 萬 | 0.02% | −800−0.4% | 減碼 |
| Financial Counselors Inc | 198,378 | $854.2 萬 | 0.17% | −1,496−0.7% | 減碼 |
| Bank of Montreal | 202,780 | $805.1 萬 | 0.00% | +164,981+436.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 184,664 | $795.2 萬 | 0.02% | +230+0.1% | 加碼 |
| Ensign Peak Advisors, Inc | 180,254 | $776.2 萬 | 0.02% | −97,081−35.0% | 減碼 |
| Qube Research & Technologies Ltd | 177,578 | $764.7 萬 | 0.02% | −378,166−68.0% | 減碼 |
| Tudor Investment Corp Et Al | 170,879 | $735.8 萬 | 0.11% | +157,035+1,134.3% | 加碼 |
| California State Teachers Retirement System | 169,380 | $729.4 萬 | 0.01% | −16,461−8.9% | 減碼 |
| Rodgers Brothers Inc. | 158,700 | $683.4 萬 | 1.17% | +1,350+0.9% | 加碼 |
| CI Private Wealth, LLC | 154,997 | $667.4 萬 | 0.02% | +203+0.1% | 加碼 |
| Great West Life Assurance Co | 154,628 | $665.8 萬 | 0.02% | +24,403+18.7% | 加碼 |
| SEI Investments Co | 153,350 | $660.4 萬 | 0.01% | +2,102+1.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 151,904 | $654.1 萬 | 0.01% | +41,339+37.4% | 加碼 |
| New York State Common Retirement Fund | 151,157 | $650.9 萬 | 0.01% | −18,827−11.1% | 減碼 |
| Lodge Hill Capital, LLC | 144,000 | $620.1 萬 | 2.03% | −95,000−39.7% | 減碼 |
| Alps Advisors Inc | 140,362 | $604.4 萬 | 0.05% | +89,048+173.5% | 加碼 |
| Putnam Investments LLC | 136,236 | $586.6 萬 | 0.01% | +23,407+20.7% | 加碼 |
| Miller Value Partners, LLC | 135,000 | $581.3 萬 | 3.65% | +135,000 | 新進 |
| First Trust Advisors LP | 132,471 | $570.4 萬 | 0.01% | −39,885−23.1% | 減碼 |
| Janus Henderson Group PLC | 129,990 | $559.8 萬 | 0.00% | +56,451+76.8% | 加碼 |
| Texas Permanent School Fund | 129,333 | $556.9 萬 | 0.05% | −4,751−3.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 126,793 | $546.0 萬 | 0.00% | +13,097+11.5% | 加碼 |
| Raymond James & Associates | 126,297 | $543.8 萬 | 0.00% | +13,839+12.3% | 加碼 |
| Nisa Investment Advisors, LLC | 116,578 | $502.0 萬 | 0.04% | −23,243−16.6% | 減碼 |
| Jane Street Group, LLC | 115,488 | $497.3 萬 | 0.01% | +30,871+36.5% | 加碼 |
| HSBC Holdings PLC | 112,053 | $484.9 萬 | 0.01% | +102,550+1,079.1% | 加碼 |
| Crawford Investment Counsel Inc | 112,024 | $482.4 萬 | 0.10% | +89,572+398.9% | 加碼 |
| Franklin Resources Inc | 108,624 | $467.7 萬 | 0.00% | +72,469+200.4% | 加碼 |
| Citigroup Inc | 105,649 | $454.9 萬 | 0.01% | −21,502−16.9% | 減碼 |
| Amalgamated Bank | 103,804 | $447.0 萬 | 0.04% | −2,251−2.1% | 減碼 |
| Nordea Investment Management AB | 100,982 | $440.2 萬 | 0.01% | +3,655+3.8% | 加碼 |
| Barclays PLC | 100,824 | $434.1 萬 | 0.00% | −131,510−56.6% | 減碼 |
| Mutual of America Capital Management LLC | 99,085 | $426.7 萬 | 0.05% | −11,396−10.3% | 減碼 |
| Wells Fargo & Company | 96,820 | $416.9 萬 | 0.00% | −18,417−16.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 95,504 | $411.2 萬 | 0.26% | −9,032−8.6% | 減碼 |
| Tectonic Advisors LLC | 94,967 | $408.9 萬 | 0.38% | +3,441+3.8% | 加碼 |
| Allianz Asset Management GmbH | 94,530 | $407.0 萬 | 0.01% | −92,117−49.4% | 減碼 |
| Macquarie Group Ltd | 92,901 | $400.0 萬 | 0.01% | 00.0% | 不變 |