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 4 季 13F 持有人
H&R Block Inc 在 2023/12/31 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
- 469
- 較 2023 年第 3 季 +62 家
- 持有股數
- 1.26 億
- 較 2023 年第 3 季 −578.5 萬 (−4.4%)
- 總市值
- $61.1 億
- 較 2023 年第 3 季 +$3.94 億 (+6.9%)
- 新進機構
- 103
- 另有 124 家加碼
- 清倉機構
- 41
- 另有 161 家減碼
另有 6 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 2,642 | $11.3 萬 | 0.00% | +1,565+145.3% | 加碼 |
| Signaturefd, LLC | 2,445 | $11.8 萬 | 0.00% | −7−0.3% | 減碼 |
| Leonteq Securities AG | 2,483 | $12.0 萬 | 0.02% | −2,678−51.9% | 減碼 |
| Principal Securities, Inc. | 2,610 | $12.6 萬 | 0.00% | +2,610 | 新進 |
| Salem Investment Counselors Inc | 2,600 | $12.7 萬 | 0.00% | −200−7.1% | 減碼 |
| TD Private Client Wealth LLC | 2,620 | $12.7 萬 | 0.00% | +273+11.6% | 加碼 |
| Simplex Trading, LLC | 2,666 | $12.8 萬 | 0.00% | −19,845−88.2% | 減碼 |
| KBC Group NV | 2,736 | $13.2 萬 | 0.00% | +468+20.6% | 加碼 |
| National Bank of Canada | 2,743 | $13.4 萬 | 0.00% | −1,000−26.7% | 減碼 |
| Private Trust Co NA | 2,787 | $13.5 萬 | 0.02% | +468+20.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,062 | $14.8 萬 | 0.02% | −986−24.4% | 減碼 |
| Sage Rock Capital Management LP | 3,300 | $16.0 萬 | 0.62% | +3,300 | 新進 |
| Paladin Advisory Group, LLC | 3,584 | $17.3 萬 | 0.14% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 3,646 | $17.6 萬 | 0.00% | −173,932−97.9% | 減碼 |
| Gladius Capital Management LP | 3,657 | $17.7 萬 | 0.11% | +3,657 | 新進 |
| Proequities, Inc. | 4,071 | $19.7 萬 | 0.01% | +3,818+1,509.1% | 加碼 |
| Armstrong Advisory Group, Inc | 4,110 | $19.9 萬 | 0.02% | 00.0% | 不變 |
| Winton Group Ltd | 4,141 | $20.0 萬 | 0.01% | −2,822−40.5% | 減碼 |
| CIBC Asset Management Inc | 4,207 | $20.3 萬 | 0.00% | +4,207 | 新進 |
| Pinnacle Associates Ltd | 4,221 | $20.4 萬 | 0.00% | +4,221 | 新進 |
| Umb Bank N A | 4,280 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 4,283 | $20.7 萬 | 0.00% | +4,283 | 新進 |
| Boothbay Fund Management, LLC | 4,355 | $21.1 萬 | 0.01% | +4,355 | 新進 |
| Csenge Advisory Group | 4,463 | $21.6 萬 | 0.01% | +4,463 | 新進 |
| Westshore Wealth, LLC | 4,501 | $21.8 萬 | 0.10% | +4,501 | 新進 |
| Resources Investment Advisors, LLC. | 4,559 | $22.1 萬 | 0.00% | +4,559 | 新進 |
| BCS Wealth Management | 4,611 | $22.3 萬 | 0.08% | +4,611 | 新進 |
| Handelsinvest Investeringsforvaltning | 4,640 | $22.4 萬 | 0.09% | +4,640 | 新進 |
| United Capital Financial Advisers, LLC | 4,646 | $22.5 萬 | 0.00% | −4,171−47.3% | 減碼 |
| Profund Advisors LLC | 4,673 | $22.6 萬 | 0.01% | +4,673 | 新進 |
| Parallax Volatility Advisers, L.P. | 4,723 | $22.8 萬 | 0.01% | +4,723 | 新進 |
| Intrust Bank NA | 4,732 | $22.9 萬 | 0.03% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 4,772 | $23.1 萬 | 0.15% | +28+0.6% | 加碼 |
| Guyasuta Investment Advisors Inc | 4,800 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 4,927 | $23.8 萬 | 0.01% | −176−3.4% | 減碼 |
| Roof Eidam & Maycock | 5,000 | $24.2 萬 | 0.07% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,000 | $24.2 萬 | 0.03% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,000 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 5,043 | $24.4 萬 | 0.02% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 5,055 | $24.5 萬 | 0.06% | +55+1.1% | 加碼 |
| Diversified Trust Co | 5,153 | $24.9 萬 | 0.01% | +5,153 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 5,158 | $25.0 萬 | 0.00% | −370−6.7% | 減碼 |
| Alpha Omega Wealth Management LLC | 5,188 | $25.1 萬 | 0.04% | −525−9.2% | 減碼 |
| Washington Trust Co | 5,315 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Belmont Capital, LLC | 5,410 | $26.2 萬 | 0.11% | +40+0.7% | 加碼 |
| CWM, LLC | 5,471 | $26.5 萬 | 0.00% | +1,190+27.8% | 加碼 |
| IHT Wealth Management, LLC | 5,492 | $26.6 萬 | 0.01% | +5,492 | 新進 |
| Two Sigma Investments, LP | 5,500 | $26.6 萬 | 0.00% | +5,500 | 新進 |
| Cetera Investment Advisers | 5,531 | $26.8 萬 | 0.00% | −9,663−63.6% | 減碼 |
| Arnhold LLC | 5,600 | $27.1 萬 | 0.03% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 5,629 | $27.2 萬 | 0.00% | +5,629 | 新進 |
| Rain Capital Management, LLC | 5,632 | $27.2 萬 | 0.19% | +42+0.8% | 加碼 |
| CIBC World Markets Inc. | 5,745 | $27.8 萬 | 0.00% | +5,745 | 新進 |
| Shelton Capital Management | 6,207 | $30.0 萬 | 0.01% | −861−12.2% | 減碼 |
| Smartleaf Asset Management LLC | 6,182 | $30.2 萬 | 0.08% | +6,182 | 新進 |
| LMR Partners LLP | 6,256 | $30.3 萬 | 0.01% | +6,256 | 新進 |
| Atria Wealth Solutions, Inc. | 6,279 | $30.6 萬 | 0.00% | +27+0.4% | 加碼 |
| Park National Corp | 6,357 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 6,378 | $30.9 萬 | 0.00% | +90+1.4% | 加碼 |
| Martingale Asset Management L P | 6,393 | $30.9 萬 | 0.01% | +6,393 | 新進 |
| Balyasny Asset Management LLC | 6,440 | $31.2 萬 | 0.00% | +6,440 | 新進 |
| Focus Financial Network Inc | 6,468 | $31.5 萬 | 0.01% | +6,468 | 新進 |
| Kingsview Wealth Management, LLC | 6,818 | $33.0 萬 | 0.01% | 00.0% | 不變 |
| Seven Eight Capital, LP | 6,897 | $33.4 萬 | 0.04% | −54,609−88.8% | 減碼 |
| Waldron Private Wealth LLC | 6,926 | $33.7 萬 | 0.02% | +16+0.2% | 加碼 |
| Acadian Asset Management LLC | 7,023 | $33.9 萬 | 0.00% | +5,701+431.2% | 加碼 |
| Green Square Capital Advisors LLC | 7,019 | $34.0 萬 | 0.05% | −200−2.8% | 減碼 |
| Flagship Harbor Advisors, LLC | 7,019 | $34.0 萬 | 0.02% | +819+13.2% | 加碼 |
| Sawtooth Solutions, LLC | 7,089 | $34.3 萬 | 0.01% | +7,089 | 新進 |
| Bleakley Financial Group, LLC | 7,089 | $34.3 萬 | 0.01% | +7,089 | 新進 |
| Shell Asset Management Co | 7,120 | $34.4 萬 | 0.02% | −2,136−23.1% | 減碼 |
| Moody Lynn & Lieberson, LLC | 7,127 | $34.5 萬 | 0.03% | +7,127 | 新進 |
| ProShare Advisors LLC | 7,571 | $36.6 萬 | 0.00% | −653−7.9% | 減碼 |
| Truist Financial Corp | 7,617 | $36.8 萬 | 0.00% | +301+4.1% | 加碼 |
| Globeflex Capital L P | 7,770 | $37.6 萬 | 0.04% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 7,905 | $38.2 萬 | 0.01% | −12,098−60.5% | 減碼 |
| RSM US Wealth Management LLC | 7,944 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| Vestcor Inc | 8,004 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| Utah Retirement Systems | 8,100 | $39.2 萬 | 0.00% | −200−2.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,227 | $39.8 萬 | 0.03% | 00.0% | 不變 |
| D.A. Davidson & Co. | 8,325 | $40.3 萬 | 0.00% | +8,325 | 新進 |
| TownSquare Capital, LLC | 8,435 | $40.8 萬 | 0.01% | +1,997+31.0% | 加碼 |
| TriaGen Wealth Management LLC | 8,512 | $41.2 萬 | 0.20% | +8,512 | 新進 |
| Bank of Nova Scotia | 8,521 | $41.2 萬 | 0.00% | −2,509−22.7% | 減碼 |
| EMC Capital Management | 8,651 | $41.8 萬 | 0.28% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 8,894 | $43.0 萬 | 0.24% | −1,145−11.4% | 減碼 |
| Boston Family Office LLC | 9,000 | $43.5 萬 | 0.03% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 9,266 | $43.9 萬 | 0.02% | +9,266 | 新進 |
| Private Advisor Group, LLC | 9,079 | $43.9 萬 | 0.00% | +9,079 | 新進 |
| MAI Capital Management | 9,158 | $44.3 萬 | 0.01% | +271+3.0% | 加碼 |
| Farther Finance Advisors, LLC | 9,176 | $44.4 萬 | 0.03% | +9,027+6,058.4% | 加碼 |
| Lecap Asset Management Ltd | 9,508 | $46.0 萬 | 0.17% | +9,508 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 9,544 | $46.2 萬 | 0.25% | −223−2.3% | 減碼 |
| 1620 Investment Advisors, Inc. | 9,717 | $47.0 萬 | 0.52% | +9,717 | 新進 |
| Tower Research Capital LLC (TRC) | 9,800 | $47.4 萬 | 0.01% | −312−3.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,867 | $47.7 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 10,043 | $48.6 萬 | 0.04% | −2,042−16.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 10,117 | $48.9 萬 | 0.00% | +2,542+33.6% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $49.3 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. LLC | 10,000 | $49.3 萬 | 0.01% | 00.0% | 不變 |