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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 17,232 | $74.2 萬 | 0.01% | −15,341−47.1% | 減碼 |
| State of Wisconsin Investment Board | 17,298 | $74.5 萬 | 0.00% | +4,658+36.9% | 加碼 |
| Carlson Capital Management | 17,400 | $74.9 萬 | 0.04% | 00.0% | 不變 |
| Kendall Capital Management | 17,410 | $75.0 萬 | 0.33% | +11,025+172.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 17,679 | $76.1 萬 | 0.00% | −1,511−7.9% | 減碼 |
| Pictet Asset Management Holding SA | 17,908 | $77.1 萬 | 0.00% | +17,908 | 新進 |
| Ethic Inc. | 17,914 | $77.1 萬 | 0.03% | −229−1.3% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $77.5 萬 | 0.12% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 18,093 | $77.9 萬 | 0.01% | −780−4.1% | 減碼 |
| MSH Capital Advisors LLC | 18,354 | $79.0 萬 | 0.31% | −901−4.7% | 減碼 |
| Federated Hermes, Inc. | 19,387 | $83.5 萬 | 0.00% | −8,612−30.8% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 19,853 | $85.5 萬 | 0.00% | +411+2.1% | 加碼 |
| Brandywine Global Investment Management, LLC | 19,888 | $85.6 萬 | 0.01% | +19,888 | 新進 |
| Advisors Asset Management, Inc. | 20,003 | $86.1 萬 | 0.02% | −14,298−41.7% | 減碼 |
| Fulton Breakefield Broenniman LLC | 20,449 | $88.1 萬 | 0.08% | −348,567−94.5% | 減碼 |
| Advisory Research Inc | 20,472 | $88.2 萬 | 0.12% | −821−3.9% | 減碼 |
| AE Wealth Management LLC | 20,760 | $89.4 萬 | 0.01% | +6,025+40.9% | 加碼 |
| Ceera Investments, LLC | 21,749 | $93.7 萬 | 0.51% | 00.0% | 不變 |
| US Bancorp | 21,931 | $94.4 萬 | 0.00% | +438+2.0% | 加碼 |
| Toroso Investments, LLC | 22,066 | $95.0 萬 | 0.03% | +589+2.7% | 加碼 |
| Wealthfront Advisers LLC | 22,082 | $95.1 萬 | 0.00% | −346−1.5% | 減碼 |
| Kestra Advisory Services, LLC | 22,120 | $95.2 萬 | 0.01% | +9,958+81.9% | 加碼 |
| Ifrah Financial Services, Inc. | 22,264 | $95.9 萬 | 0.30% | −131−0.6% | 減碼 |
| Simplex Trading, LLC | 22,511 | $96.9 萬 | 0.04% | +22,511 | 新進 |
| Illinois Municipal Retirement Fund | 22,744 | $97.9 萬 | 0.02% | 00.0% | 不變 |
| Mariner, LLC | 22,763 | $98.0 萬 | 0.00% | +3,236+16.6% | 加碼 |
| Quent Capital, LLC | 22,926 | $98.7 萬 | 0.15% | +46+0.2% | 加碼 |
| Bayesian Capital Management, LP | 23,372 | $100.6 萬 | 0.11% | +23,372 | 新進 |
| Susquehanna International Group, LLP | 23,562 | $101.5 萬 | 0.00% | +14,228+152.4% | 加碼 |
| Prudential PLC | 23,684 | $102.0 萬 | 0.01% | −42−0.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 23,808 | $102.5 萬 | 0.00% | +5,218+28.1% | 加碼 |
| TCM Advisors, LLC | – | $104.6 萬 | 0.94% | – | – |
| APG Asset Management N.V. | 24,800 | $106.8 萬 | 0.00% | −12,300−33.2% | 減碼 |
| Convergence Investment Partners, LLC | 26,229 | $112.9 萬 | 0.67% | +2,390+10.0% | 加碼 |
| Ziegler Capital Management, LLC | 27,065 | $116.6 萬 | 0.05% | +5,200+23.8% | 加碼 |
| Axq Capital, LP | 27,500 | $118.4 萬 | 0.42% | +27,500 | 新進 |
| Commonwealth Equity Services, LLC | 27,542 | $118.6 萬 | 0.00% | −20,926−43.2% | 減碼 |
| MML Investors Services, LLC | 27,880 | $120.0 萬 | 0.01% | +12,407+80.2% | 加碼 |
| OmniStar Financial Group, Inc. | 28,390 | $122.3 萬 | 1.45% | −46−0.2% | 減碼 |
| GTS Securities LLC | 28,608 | $123.2 萬 | 0.03% | +28,608 | 新進 |
| Handelsbanken Fonder AB | 28,700 | $123.6 萬 | 0.01% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,364 | $126.4 萬 | 0.01% | −566−1.9% | 減碼 |
| Xponance, Inc. | 29,736 | $128.0 萬 | 0.02% | +840+2.9% | 加碼 |
| Linden Thomas Advisory Services, LLC | 30,626 | $131.9 萬 | 0.29% | −998−3.2% | 減碼 |
| Cerity Partners LLC | 30,731 | $132.3 萬 | 0.01% | −2,027−6.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,838 | $132.8 萬 | 0.01% | −42,774−58.1% | 減碼 |
| New Mexico Educational Retirement Board | 31,100 | $133.9 萬 | 0.06% | 00.0% | 不變 |
| Wedge Capital Management L L P | 31,177 | $134.2 萬 | 0.03% | −56,534−64.5% | 減碼 |
| Hussman Strategic Advisors, Inc. | 31,500 | $135.6 萬 | 0.26% | −33,500−51.5% | 減碼 |
| Burney Co | 32,478 | $139.9 萬 | 0.07% | +32,478 | 新進 |
| SG Americas Securities, LLC | 32,559 | $140.2 萬 | 0.02% | +24,932+326.9% | 加碼 |
| Davy Global Fund Management Ltd | 33,080 | $142.4 萬 | 0.29% | −1,932−5.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 33,774 | $145.4 萬 | 0.04% | −69−0.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 33,945 | $146.2 萬 | 0.10% | +1,898+5.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 34,153 | $147.1 萬 | 0.06% | −3,876−10.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 35,015 | $150.8 萬 | 0.00% | −15,345−30.5% | 減碼 |
| Huber Capital Management LLC | 35,744 | $153.9 萬 | 0.36% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 35,864 | $154.4 萬 | 0.00% | +15,079+72.5% | 加碼 |
| Envestnet Asset Management Inc | 35,961 | $154.8 萬 | 0.00% | −46,933−56.6% | 減碼 |
| State of Michigan Retirement System | 36,368 | $156.6 萬 | 0.01% | −1,100−2.9% | 減碼 |
| Redwood Investment Management, LLC | 36,855 | $158.7 萬 | 0.14% | +36,855 | 新進 |
| Cunning Capital Partners, LP | 37,575 | $161.8 萬 | 1.06% | +37,575 | 加碼 |
| Thrivent Financial for Lutherans | 38,131 | $164.2 萬 | 0.00% | −1,175−3.0% | 減碼 |
| Argyle Capital Management Inc. | 38,500 | $165.8 萬 | 0.61% | 00.0% | 不變 |
| M&T Bank Corp | 38,947 | $167.7 萬 | 0.01% | +380+1.0% | 加碼 |
| Ritholtz Wealth Management | 38,973 | $167.8 萬 | 0.08% | +2,878+8.0% | 加碼 |
| Aviva PLC | 39,230 | $168.9 萬 | 0.01% | +39,230 | 新進 |
| Creative Planning | 41,532 | $178.7 萬 | 0.00% | −35,694−46.2% | 減碼 |
| Summit Global Investments | 41,619 | $179.2 萬 | 0.12% | −2,198−5.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 42,739 | $184.0 萬 | 0.03% | −1,300−3.0% | 減碼 |
| Louisiana State Employees Retirement System | 43,100 | $185.6 萬 | 0.04% | −1,400−3.1% | 減碼 |
| Arizona State Retirement System | 43,360 | $186.7 萬 | 0.02% | +588+1.4% | 加碼 |
| Russell Investments Group, Ltd. | 44,532 | $191.8 萬 | 0.00% | +4,230+10.5% | 加碼 |
| Commerce Bank | 46,106 | $198.5 萬 | 0.02% | +2,028+4.6% | 加碼 |
| Empowered Funds, LLC | 46,894 | $201.9 萬 | 0.06% | +46,894 | 新進 |
| Ontario Teachers Pension Plan Board | 49,386 | $212.7 萬 | 0.02% | −33,805−40.6% | 減碼 |
| Human Investing LLC | 51,073 | $219.9 萬 | 0.51% | −678−1.3% | 減碼 |
| Stifel Financial Corp | 51,122 | $220.1 萬 | 0.00% | −530−1.0% | 減碼 |
| Dark Forest Capital Management LP | 52,814 | $227.4 萬 | 0.19% | +52,814 | 新進 |
| Rings Capital Management LLC | 53,000 | $228.2 萬 | 2.08% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 53,398 | $229.9 萬 | 0.02% | +25,154+89.1% | 加碼 |
| Auxier Asset Management | 53,577 | $230.7 萬 | 0.39% | −170−0.3% | 減碼 |
| Blue Whale Capital LLP | 55,000 | $236.8 萬 | 0.38% | +55,000 | 新進 |
| Alberta Investment Management Corp | 56,800 | $244.6 萬 | 0.03% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 57,455 | $247.4 萬 | 0.04% | +57,455 | 新進 |
| Deutsche Bank AG | 58,927 | $253.7 萬 | 0.00% | +685+1.2% | 加碼 |
| Glenmede Trust Co NA | 60,634 | $261.1 萬 | 0.01% | +2,643+4.6% | 加碼 |
| Seven Eight Capital, LP | 61,506 | $264.8 萬 | 0.31% | +61,506 | 新進 |
| Guggenheim Capital LLC | 62,566 | $269.4 萬 | 0.02% | −2,216−3.4% | 減碼 |
| Algert Global LLC | 64,110 | $276.1 萬 | 0.13% | +64,110 | 新進 |
| Round Hill Asset Management | 64,899 | $279.5 萬 | 1.84% | −2,853−4.2% | 減碼 |
| Millennium Management LLC | 65,063 | $280.2 萬 | 0.00% | −1,149,159−94.6% | 減碼 |
| Comerica Bank | 66,490 | $286.3 萬 | 0.01% | +59,394+837.0% | 加碼 |
| Janney Montgomery Scott LLC | 66,994 | $288.5 萬 | 0.01% | −1,710−2.5% | 減碼 |
| PGGM Investments | 67,079 | $288.8 萬 | 0.05% | −239−0.4% | 減碼 |
| Teacher Retirement System of Texas | 68,846 | $296.5 萬 | 0.02% | +33,574+95.2% | 加碼 |
| Public Employees Retirement System of Ohio | 69,051 | $297.3 萬 | 0.01% | −6,872−9.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 69,885 | $300.9 萬 | 0.01% | +19,052+37.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 70,860 | $302.1 萬 | 0.07% | +56,745+402.0% | 加碼 |
| Alaska Permanent Fund Corp | 73,400 | $316.1 萬 | 0.06% | 00.0% | 不變 |