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 |
|---|---|---|---|---|---|
| Stephens Inc | 5,000 | $21.5 萬 | 0.00% | +5,000 | 新進 |
| Roof Eidam & Maycock | 5,000 | $21.5 萬 | 0.07% | +5,000 | 新進 |
| Affinity Capital Advisors, LLC | 5,000 | $21.5 萬 | 0.06% | +5,000 | 新進 |
| Bard Financial Services, Inc. | 5,000 | $21.5 萬 | 0.03% | +5,000 | 新進 |
| Woodmont Investment Counsel LLC | 5,043 | $21.7 萬 | 0.02% | −1,457−22.4% | 減碼 |
| Level Four Advisory Services, LLC | 5,103 | $22.0 萬 | 0.01% | +5,103 | 新進 |
| Leonteq Securities AG | 5,161 | $22.2 萬 | 0.02% | +86+1.7% | 加碼 |
| Woodline Partners LP | 5,210 | $22.4 萬 | 0.00% | +5,210 | 新進 |
| Walleye Trading LLC | 5,215 | $22.5 萬 | 0.01% | +5,215 | 新進 |
| Washington Trust Co | 5,315 | $22.9 萬 | 0.01% | 00.0% | 不變 |
| Belmont Capital, LLC | 5,370 | $23.1 萬 | 0.12% | +4,569+570.4% | 加碼 |
| Covestor Ltd | 5,377 | $23.2 萬 | 0.18% | +1,592+42.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 5,528 | $23.8 萬 | 0.00% | +5,528 | 新進 |
| Stokes Family Office, LLC | 5,532 | $23.8 萬 | 0.03% | +5,532 | 新進 |
| Rain Capital Management, LLC | 5,590 | $24.1 萬 | 0.23% | +5,590 | 新進 |
| Arnhold LLC | 5,600 | $24.1 萬 | 0.03% | +5,600 | 新進 |
| Two Sigma Securities, LLC | 5,637 | $24.3 萬 | 0.01% | +5,637 | 新進 |
| Alpha Omega Wealth Management LLC | 5,713 | $24.6 萬 | 0.04% | +5,713 | 新進 |
| Flagship Harbor Advisors, LLC | 6,200 | $26.7 萬 | 0.02% | +6,200 | 新進 |
| Neuberger Berman Group LLC | 6,288 | $27.1 萬 | 0.00% | −1,667−21.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 6,252 | $27.1 萬 | 0.00% | −78−1.2% | 減碼 |
| Park National Corp | 6,357 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| TownSquare Capital, LLC | 6,438 | $27.7 萬 | 0.01% | +61+1.0% | 加碼 |
| Focus Financial Network, Inc. | 6,419 | $27.8 萬 | 0.02% | +59+0.9% | 加碼 |
| Kingsview Wealth Management, LLC | 6,818 | $29.4 萬 | 0.01% | −1,268−15.7% | 減碼 |
| Waldron Private Wealth LLC | 6,910 | $30.0 萬 | 0.02% | +124+1.8% | 加碼 |
| Winton Group Ltd | 6,963 | $30.0 萬 | 0.02% | +6,963 | 新進 |
| Cutler Group LP | 7,072 | $30.4 萬 | 0.05% | +7,072 | 新進 |
| Shelton Capital Management | 7,068 | $30.4 萬 | 0.01% | −439−5.8% | 減碼 |
| Green Square Capital Advisors LLC | 7,219 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 7,300 | $31.4 萬 | 0.00% | −72,100−90.8% | 減碼 |
| Truist Financial Corp | 7,316 | $31.5 萬 | 0.00% | −21,995−75.0% | 減碼 |
| Advisor Partners II, LLC | 7,529 | $32.4 萬 | 0.01% | −34−0.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 7,575 | $32.6 萬 | 0.00% | +7,575 | 新進 |
| Globeflex Capital L P | 7,770 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Duality Advisers, LP | 7,917 | $34.1 萬 | 0.04% | +7,917 | 新進 |
| RSM US Wealth Management LLC | 7,944 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| Vestcor Inc | 8,004 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| Change Path, LLC | 8,117 | $35.0 萬 | 0.03% | +302+3.9% | 加碼 |
| ProShare Advisors LLC | 8,224 | $35.4 萬 | 0.00% | −672−7.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,227 | $35.4 萬 | 0.03% | +30+0.4% | 加碼 |
| Utah Retirement Systems | 8,300 | $35.7 萬 | 0.01% | +100+1.2% | 加碼 |
| ExodusPoint Capital Management, LP | 8,440 | $36.3 萬 | 0.00% | −149,383−94.7% | 減碼 |
| Captrust Financial Advisors | 8,577 | $36.9 萬 | 0.00% | +8,577 | 新進 |
| Tradewinds, LLC. | 8,581 | $36.9 萬 | 0.22% | 00.0% | 不變 |
| EMC Capital Management | 8,651 | $37.3 萬 | 0.27% | +1,337+18.3% | 加碼 |
| United Capital Financial Advisers, LLC | 8,817 | $38.0 萬 | 0.00% | −8,655−49.5% | 減碼 |
| MAI Capital Management | 8,887 | $38.3 萬 | 0.01% | −34−0.4% | 減碼 |
| Boston Family Office LLC | 9,000 | $38.8 萬 | 0.03% | 00.0% | 不變 |
| Group One Trading, L.P. | 9,065 | $39.0 萬 | 0.02% | +9,065 | 新進 |
| Shell Asset Management Co | 9,256 | $39.9 萬 | 0.02% | −145−1.5% | 減碼 |
| GWM Advisors LLC | 9,654 | $41.6 萬 | 0.00% | +6,425+199.0% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 9,767 | $42.1 萬 | 0.24% | −1,049−9.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,867 | $42.5 萬 | 0.00% | +9,867 | 新進 |
| JustInvest LLC | 9,988 | $43.0 萬 | 0.01% | +1,924+23.9% | 加碼 |
| Engineers Gate Manager LP | 9,990 | $43.0 萬 | 0.02% | −25,666−72.0% | 減碼 |
| Gallacher Capital Management LLC | 10,039 | $43.2 萬 | 0.27% | −1,672−14.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. LLC | 10,000 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 10,112 | $43.5 萬 | 0.01% | −1,305−11.4% | 減碼 |
| Allworth Financial LP | 10,223 | $44.0 萬 | 0.00% | +57+0.6% | 加碼 |
| Sunbelt Securities, Inc. | 10,263 | $44.2 萬 | 0.06% | 00.0% | 不變 |
| Fifth Third Bancorp | 10,364 | $44.6 萬 | 0.00% | +395+4.0% | 加碼 |
| New Vernon Capital Holdings II LLC | 10,400 | $44.8 萬 | 0.39% | +1,530+17.2% | 加碼 |
| AdvisorShares Investments LLC | 10,480 | $45.1 萬 | 0.12% | +10,480 | 新進 |
| Mutual Advisors, LLC | 10,576 | $45.5 萬 | 0.02% | +10,576 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,723 | $46.2 萬 | 0.00% | −1,853−14.7% | 減碼 |
| Bank of Nova Scotia | 11,030 | $47.5 萬 | 0.00% | −6,169−35.9% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 11,003 | $48.8 萬 | 0.02% | −97,237−89.8% | 減碼 |
| United Services Automobile Association | 11,383 | $49.0 萬 | 0.01% | +11,383 | 新進 |
| Schonfeld Strategic Advisors LLC | 11,452 | $49.3 萬 | 0.00% | −56,814−83.2% | 減碼 |
| Maryland State Retirement & Pension System | 11,587 | $49.9 萬 | 0.01% | 00.0% | 不變 |
| RMB Capital Management, LLC | 11,632 | $50.1 萬 | 0.02% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 11,675 | $50.3 萬 | 0.01% | −58−0.5% | 減碼 |
| Cresset Asset Management, LLC | 11,661 | $50.5 萬 | 0.00% | +3,449+42.0% | 加碼 |
| River & Mercantile Asset Management LLP | 11,807 | $50.8 萬 | 0.12% | −4,410−27.2% | 減碼 |
| Versor Investments LP | 11,852 | $51.0 萬 | 0.10% | −1,400−10.6% | 減碼 |
| Brown Advisory Inc | 11,902 | $51.3 萬 | 0.00% | +798+7.2% | 加碼 |
| Gsa Capital Partners LLP | 12,085 | $52.0 萬 | 0.04% | +12,085 | 新進 |
| Pinebridge Investments, L.P. | 12,355 | $53.2 萬 | 0.01% | −4,628−27.3% | 減碼 |
| Edgestream Partners, L.P. | 12,586 | $54.2 萬 | 0.04% | +12,586 | 新進 |
| Prudential Financial Inc | 12,824 | $55.2 萬 | 0.00% | +2,728+27.0% | 加碼 |
| Securian Asset Management, Inc | 12,898 | $55.5 萬 | 0.02% | −668−4.9% | 減碼 |
| Baird Financial Group, Inc. | 13,066 | $56.3 萬 | 0.00% | +1,698+14.9% | 加碼 |
| AXA S.A. | 14,300 | $61.6 萬 | 0.00% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 14,782 | $63.7 萬 | 0.08% | +14,782 | 新進 |
| CSS LLC | 14,790 | $63.7 萬 | 0.05% | −5,652−27.6% | 減碼 |
| RBF Capital, LLC | 15,000 | $64.6 萬 | 0.04% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 15,068 | $64.9 萬 | 0.00% | +2,664+21.5% | 加碼 |
| Cetera Investment Advisers | 15,194 | $65.4 萬 | 0.01% | +1,466+10.7% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 15,500 | $66.7 萬 | 1.73% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 15,755 | $67.8 萬 | 0.00% | −170−1.1% | 減碼 |
| Legacy Bridge, LLC | 15,837 | $68.2 萬 | 0.49% | 00.0% | 不變 |
| Quantinno Capital Management LP | 15,867 | $68.3 萬 | 0.03% | +5,972+60.4% | 加碼 |
| New York Life Investment Management LLC | 16,145 | $69.5 萬 | 0.01% | +8,573+113.2% | 加碼 |
| Range Financial Group LLC | 16,165 | $69.6 萬 | 0.46% | −1,242−7.1% | 減碼 |
| Pathstone Family Office, LLC | 16,271 | $70.2 萬 | 0.01% | +16,271 | 新進 |
| Rockland Trust Co | 16,666 | $71.8 萬 | 0.04% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 17,060 | $73.5 萬 | 0.00% | −15,456−47.5% | 減碼 |
| Capstone Investment Advisors, LLC | 17,162 | $73.9 萬 | 0.02% | −19,743−53.5% | 減碼 |