H&R Block Inc
HRB- 交易所
- NYSE
- 產業
- Services-Personal Services
- SEC CIK
- 0000012659
近 90 天，H&R Block Inc 內部人申報 0 筆公開市場買進、1 筆賣出；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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 10,239 | $49.5 萬 | 0.01% | +10,239 | 新進 |
| Sunbelt Securities, Inc. | 10,263 | $49.6 萬 | 0.06% | 00.0% | 不變 |
| AdvisorShares Investments LLC | 10,359 | $50.1 萬 | 0.12% | −121−1.2% | 減碼 |
| Fifth Third Bancorp | 10,388 | $50.2 萬 | 0.00% | +24+0.2% | 加碼 |
| Pinebridge Investments, L.P. | 11,027 | $53.3 萬 | 0.00% | −1,328−10.7% | 減碼 |
| Park Avenue Securities LLC | 11,265 | $54.5 萬 | 0.01% | +11,265 | 新進 |
| Maryland State Retirement & Pension System | 11,587 | $56.0 萬 | 0.01% | 00.0% | 不變 |
| RMB Capital Management, LLC | 11,632 | $56.3 萬 | 0.02% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 11,658 | $56.4 萬 | 0.06% | +11,658 | 新進 |
| River & Mercantile Asset Management LLP | 11,729 | $56.7 萬 | 0.11% | −78−0.7% | 減碼 |
| Aviso Wealth Management | 11,900 | $57.6 萬 | 0.42% | +11,900 | 新進 |
| Brown Advisory Inc | 11,902 | $57.6 萬 | 0.00% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 11,966 | $57.9 萬 | 0.01% | +291+2.5% | 加碼 |
| Wedmont Private Capital | 12,371 | $58.4 萬 | 0.05% | +12,371 | 新進 |
| GWM Advisors LLC | 12,210 | $58.6 萬 | 0.01% | +2,556+26.5% | 加碼 |
| Securian Asset Management, Inc | 12,146 | $58.8 萬 | 0.02% | −752−5.8% | 減碼 |
| Cresset Asset Management, LLC | 12,339 | $60.0 萬 | 0.00% | +678+5.8% | 加碼 |
| United Services Automobile Association | 12,759 | $61.7 萬 | 0.01% | +1,376+12.1% | 加碼 |
| Baird Financial Group, Inc. | 12,979 | $62.8 萬 | 0.00% | −87−0.7% | 減碼 |
| Brinker Capital Investments, LLC | 13,298 | $62.8 萬 | 0.01% | +13,298 | 新進 |
| Orion Portfolio Solutions, LLC | 13,298 | $62.8 萬 | 0.01% | +13,298 | 新進 |
| Versor Investments LP | 13,149 | $63.6 萬 | 0.13% | +1,297+10.9% | 加碼 |
| SG Americas Securities, LLC | 13,186 | $63.8 萬 | 0.01% | −19,373−59.5% | 減碼 |
| Captrust Financial Advisors | 13,407 | $64.9 萬 | 0.00% | +4,830+56.3% | 加碼 |
| Kapitalo Investimentos Ltda | 13,612 | $65.8 萬 | 0.14% | +13,612 | 新進 |
| State of Wisconsin Investment Board | 13,868 | $67.1 萬 | 0.00% | −3,430−19.8% | 減碼 |
| Cipher Capital LP | 14,216 | $68.8 萬 | 0.22% | +14,216 | 新進 |
| AXA S.A. | 14,300 | $69.2 萬 | 0.00% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $72.6 萬 | 0.05% | 00.0% | 不變 |
| Cetera Advisors LLC | 15,034 | $72.7 萬 | 0.01% | +15,034 | 新進 |
| Burns Matteson Capital Management, LLC | 15,235 | $73.7 萬 | 0.52% | +15,235 | 新進 |
| Legacy Bridge, LLC | 15,277 | $73.9 萬 | 0.48% | −560−3.5% | 減碼 |
| Range Financial Group LLC | 15,372 | $74.4 萬 | 0.45% | −793−4.9% | 減碼 |
| CSS LLC | 15,448 | $74.7 萬 | 0.06% | +658+4.4% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 15,500 | $75.0 萬 | 1.71% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 15,543 | $75.1 萬 | 0.01% | −2,550−14.1% | 減碼 |
| ClearAlpha Technologies LP | 15,566 | $75.3 萬 | 0.29% | +15,566 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 15,788 | $76.4 萬 | 0.00% | −8,020−33.7% | 減碼 |
| Friedenthal Financial | 15,922 | $77.0 萬 | 0.50% | +15,922 | 新進 |
| Oak Thistle LLC | 16,027 | $77.5 萬 | 0.22% | +16,027 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 16,057 | $77.7 萬 | 0.00% | −1,003−5.9% | 減碼 |
| Ethic Inc. | 16,104 | $77.9 萬 | 0.02% | −1,810−10.1% | 減碼 |
| New Vernon Capital Holdings II LLC | 16,130 | $78.0 萬 | 0.42% | +5,730+55.1% | 加碼 |
| AE Wealth Management LLC | 16,703 | $79.7 萬 | 0.00% | −4,057−19.5% | 減碼 |
| New York Life Investment Management LLC | 16,556 | $80.1 萬 | 0.01% | +411+2.5% | 加碼 |
| Rockland Trust Co | 16,666 | $80.6 萬 | 0.04% | 00.0% | 不變 |
| Centiva Capital, LP | 16,698 | $80.8 萬 | 0.05% | +16,698 | 新進 |
| Quantinno Capital Management LP | 16,863 | $81.6 萬 | 0.03% | +996+6.3% | 加碼 |
| Pictet Asset Management Holding SA | 16,979 | $82.1 萬 | 0.00% | −929−5.2% | 減碼 |
| Capstone Investment Advisors, LLC | 17,025 | $82.3 萬 | 0.01% | −137−0.8% | 減碼 |
| Measured Wealth Private Client Group, LLC | 17,306 | $83.7 萬 | 0.31% | +17,306 | 新進 |
| Carlson Capital Management | 17,400 | $84.2 萬 | 0.04% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 17,620 | $85.2 萬 | 0.00% | −59−0.3% | 減碼 |
| Ascent Group, LLC | 17,953 | $85.2 萬 | 0.08% | +17,953 | 新進 |
| OmniStar Financial Group, Inc. | 17,644 | $85.3 萬 | 1.07% | −10,746−37.9% | 減碼 |
| MML Investors Services, LLC | 17,795 | $86.1 萬 | 0.00% | −10,085−36.2% | 減碼 |
| MSH Capital Advisors LLC | 17,864 | $86.4 萬 | 0.32% | −490−2.7% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $87.1 萬 | 0.12% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 18,045 | $87.3 萬 | 0.00% | −9,497−34.5% | 減碼 |
| Fulton Breakefield Broenniman LLC | 18,658 | $90.2 萬 | 0.07% | −1,791−8.8% | 減碼 |
| JustInvest LLC | 18,796 | $90.9 萬 | 0.02% | +8,808+88.2% | 加碼 |
| Advisory Research Inc | 19,418 | $93.9 萬 | 0.14% | −1,054−5.1% | 減碼 |
| Natixis Advisors, L.P. | 19,440 | $94.0 萬 | 0.00% | +4,372+29.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 19,449 | $94.1 萬 | 0.15% | +19,449 | 新進 |
| Federated Hermes, Inc. | 19,946 | $96.5 萬 | 0.00% | +559+2.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 20,103 | $97.2 萬 | 0.00% | +4,348+27.6% | 加碼 |
| Huber Capital Management LLC | 20,318 | $98.3 萬 | 0.25% | −15,426−43.2% | 減碼 |
| Chase Investment Counsel Corp | 21,000 | $101.5 萬 | 0.45% | +21,000 | 新進 |
| Hussman Strategic Advisors, Inc. | 21,000 | $101.6 萬 | 0.23% | −10,500−33.3% | 減碼 |
| Jump Financial, LLC | 21,000 | $101.6 萬 | 0.03% | +21,000 | 新進 |
| Ifrah Financial Services, Inc. | 21,103 | $102.1 萬 | 0.30% | −1,161−5.2% | 減碼 |
| GeoWealth Management, LLC | 21,115 | $102.2 萬 | 0.08% | +21,115 | 新進 |
| US Bancorp | 21,149 | $102.3 萬 | 0.00% | −782−3.6% | 減碼 |
| Keybank National Association | 21,309 | $103.1 萬 | 0.00% | +21,309 | 新進 |
| Wealthfront Advisers LLC | 21,382 | $103.4 萬 | 0.00% | −700−3.2% | 減碼 |
| Jefferies Financial Group Inc. | 21,500 | $104.0 萬 | 0.02% | +21,500 | 新進 |
| Ceera Investments, LLC | 21,749 | $105.2 萬 | 0.50% | 00.0% | 不變 |
| Guggenheim Capital LLC | 22,135 | $107.1 萬 | 0.01% | −40,431−64.6% | 減碼 |
| TCM Advisors, LLC | – | $109.3 萬 | 0.89% | – | – |
| Dorsey Wright & Associates | 22,663 | $109.6 萬 | 0.33% | +22,663 | 新進 |
| Illinois Municipal Retirement Fund | 22,744 | $110.0 萬 | 0.02% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 23,017 | $111.3 萬 | 0.32% | +19,201+503.2% | 加碼 |
| Quent Capital, LLC | 23,085 | $111.7 萬 | 0.15% | +159+0.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 23,258 | $112.5 萬 | 0.00% | +3,405+17.2% | 加碼 |
| Squarepoint Ops LLC | 23,327 | $112.8 萬 | 0.00% | +23,327 | 新進 |
| Allspring Global Investments Holdings, LLC | 23,436 | $113.4 萬 | 0.00% | −11,579−33.1% | 減碼 |
| Prudential PLC | 23,684 | $114.6 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 23,746 | $115.0 萬 | 0.01% | +23,746 | 新進 |
| Kestra Advisory Services, LLC | 24,058 | $116.4 萬 | 0.01% | +1,938+8.8% | 加碼 |
| Empowered Funds, LLC | 24,192 | $117.0 萬 | 0.03% | −22,702−48.4% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $117.9 萬 | 0.02% | +24,376 | 新進 |
| Bank of Montreal | 24,674 | $120.9 萬 | 0.00% | −178,106−87.8% | 減碼 |
| Assenagon Asset Management S.A. | 25,386 | $122.8 萬 | 0.00% | +25,386 | 新進 |
| Kendall Capital Management | 25,975 | $125.6 萬 | 0.49% | +8,565+49.2% | 加碼 |
| Natixis | 26,205 | $126.8 萬 | 0.01% | +26,205 | 新進 |
| Intech Investment Management LLC | 26,269 | $127.1 萬 | 0.02% | +9,037+52.4% | 加碼 |
| Ziegler Capital Management, LLC | 26,259 | $127.4 萬 | 0.06% | −806−3.0% | 減碼 |
| Point72 Europe (London) LLP | 26,359 | $127.5 萬 | 0.16% | +26,359 | 新進 |
| Argyle Capital Management Inc. | 27,300 | $132.1 萬 | 0.55% | −11,200−29.1% | 減碼 |
| GTS Securities LLC | 27,413 | $132.6 萬 | 0.03% | −1,195−4.2% | 減碼 |