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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 27,424 | $132.6 萬 | 0.02% | −2,312−7.8% | 減碼 |
| Davy Global Fund Management Ltd | 27,453 | $132.8 萬 | 0.16% | −5,627−17.0% | 減碼 |
| Handelsbanken Fonder AB | 28,700 | $138.8 萬 | 0.01% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 29,788 | $144.1 萬 | 0.75% | +3,559+13.6% | 加碼 |
| Wedge Capital Management L L P | 30,787 | $148.9 萬 | 0.03% | −390−1.3% | 減碼 |
| New Mexico Educational Retirement Board | 31,100 | $150.4 萬 | 0.06% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 31,129 | $150.6 萬 | 0.28% | +503+1.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,760 | $153.6 萬 | 0.01% | +922+3.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 31,780 | $153.7 萬 | 0.06% | −2,373−6.9% | 減碼 |
| Toroso Investments, LLC | 31,795 | $153.8 萬 | 0.04% | +9,729+44.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 32,021 | $154.9 萬 | 0.04% | −1,753−5.2% | 減碼 |
| Cerity Partners LLC | 32,501 | $157.2 萬 | 0.01% | +1,770+5.8% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 20,747 | $165.0 萬 | 0.05% | +9,744+88.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 34,273 | $165.8 萬 | 0.10% | +328+1.0% | 加碼 |
| State of Michigan Retirement System | 34,568 | $167.2 萬 | 0.01% | −1,800−4.9% | 減碼 |
| Russell Investments Group, Ltd. | 34,890 | $168.8 萬 | 0.00% | −9,642−21.7% | 減碼 |
| QRG Capital Management, Inc. | 35,187 | $170.2 萬 | 0.03% | −22,268−38.8% | 減碼 |
| Thrivent Financial for Lutherans | 35,956 | $173.9 萬 | 0.00% | −2,175−5.7% | 減碼 |
| Walleye Trading LLC | 37,197 | $179.9 萬 | 0.03% | +31,982+613.3% | 加碼 |
| Cunning Capital Partners, LP | 37,575 | $181.8 萬 | 1.13% | 00.0% | 不變 |
| M&T Bank Corp | 38,893 | $188.1 萬 | 0.01% | −54−0.1% | 減碼 |
| State of Tennessee, Treasury Department | 39,000 | $188.6 萬 | 0.01% | +39,000 | 新進 |
| Brandywine Global Investment Management, LLC | 40,011 | $193.5 萬 | 0.02% | +20,123+101.2% | 加碼 |
| Louisiana State Employees Retirement System | 40,400 | $195.4 萬 | 0.04% | −2,700−6.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 40,439 | $195.6 萬 | 0.03% | −2,300−5.4% | 減碼 |
| Arizona State Retirement System | 40,868 | $197.7 萬 | 0.02% | −2,492−5.7% | 減碼 |
| Ritholtz Wealth Management | 41,163 | $199.1 萬 | 0.08% | +2,190+5.6% | 加碼 |
| Susquehanna International Group, LLP | 41,233 | $199.4 萬 | 0.00% | +17,671+75.0% | 加碼 |
| Creative Planning | 43,210 | $209.0 萬 | 0.00% | +1,678+4.0% | 加碼 |
| Mariner, LLC | 43,690 | $211.4 萬 | 0.01% | +20,927+91.9% | 加碼 |
| Human Investing LLC | 45,030 | $217.8 萬 | 0.47% | −6,043−11.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,699 | $221.0 萬 | 0.01% | +16,335+55.6% | 加碼 |
| Commerce Bank | 46,705 | $225.9 萬 | 0.02% | +599+1.3% | 加碼 |
| Mercer Global Advisors Inc | 46,908 | $226.9 萬 | 0.01% | −30,127−39.1% | 減碼 |
| Deutsche Bank AG | 46,981 | $227.2 萬 | 0.00% | −11,946−20.3% | 減碼 |
| Monument Capital Management | 47,521 | $229.9 萬 | 0.74% | +47,521 | 新進 |
| Aviva PLC | 48,437 | $234.3 萬 | 0.01% | +9,207+23.5% | 加碼 |
| Jane Street Group, LLC | 49,148 | $237.7 萬 | 0.00% | −66,340−57.4% | 減碼 |
| Auxier Asset Management | 49,875 | $241.2 萬 | 0.39% | −3,702−6.9% | 減碼 |
| Citigroup Inc | 50,349 | $243.5 萬 | 0.00% | −55,300−52.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 50,998 | $246.7 萬 | 0.02% | −2,400−4.5% | 減碼 |
| Optimist Retirement Group LLC | 51,751 | $250.3 萬 | 1.63% | +51,751 | 新進 |
| Stifel Financial Corp | 51,956 | $251.3 萬 | 0.00% | +834+1.6% | 加碼 |
| Rings Capital Management LLC | 53,000 | $256.4 萬 | 1.56% | 00.0% | 不變 |
| Alberta Investment Management Corp | 56,800 | $274.7 萬 | 0.03% | 00.0% | 不變 |
| Burney Co | 57,106 | $276.2 萬 | 0.12% | +24,628+75.8% | 加碼 |
| Envestnet Asset Management Inc | 57,529 | $278.3 萬 | 0.00% | +21,568+60.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 58,000 | $280.5 萬 | 0.01% | +58,000 | 新進 |
| Walleye Capital LLC | 59,318 | $286.9 萬 | 0.04% | +59,318 | 新進 |
| Agf Management Ltd | 60,697 | $293.6 萬 | 0.02% | −15,444−20.3% | 減碼 |
| Millennium Management LLC | 62,298 | $301.3 萬 | 0.00% | −2,765−4.2% | 減碼 |
| Miller Value Partners, LLC | 63,000 | $304.7 萬 | 1.81% | −72,000−53.3% | 減碼 |
| Comerica Bank | 63,677 | $308.0 萬 | 0.01% | −2,813−4.2% | 減碼 |
| Round Hill Asset Management | 63,999 | $309.6 萬 | 1.94% | −900−1.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 64,183 | $310.6 萬 | 0.01% | −5,702−8.2% | 減碼 |
| Ontario Teachers Pension Plan Board | 65,196 | $315.4 萬 | 0.03% | +15,810+32.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 66,200 | $320.2 萬 | 0.02% | +66,200 | 新進 |
| Janney Montgomery Scott LLC | 67,036 | $324.3 萬 | 0.01% | +42+0.1% | 加碼 |
| Ensign Peak Advisors, Inc | 67,625 | $327.1 萬 | 0.01% | −112,629−62.5% | 減碼 |
| Treasurer of the State of North Carolina | 67,737 | $327.6 萬 | 0.02% | −20,891−23.6% | 減碼 |
| Public Employees Retirement System of Ohio | 67,946 | $328.7 萬 | 0.01% | −1,105−1.6% | 減碼 |
| Yousif Capital Management, LLC | 69,086 | $334.2 萬 | 0.04% | −4,928−6.7% | 減碼 |
| PGGM Investments | 69,147 | $334.5 萬 | 0.05% | +2,068+3.1% | 加碼 |
| Alaska Permanent Fund Corp | 70,289 | $340.0 萬 | 0.06% | −3,111−4.2% | 減碼 |
| Canada Pension Plan Investment Board | 72,000 | $348.3 萬 | 0.00% | +72,000 | 新進 |
| Tudor Investment Corp Et Al | 72,015 | $348.3 萬 | 0.05% | −98,864−57.9% | 減碼 |
| Janus Henderson Group PLC | 75,714 | $366.3 萬 | 0.00% | −54,276−41.8% | 減碼 |
| Advisor Group Holdings, Inc. | 80,077 | $387.3 萬 | 0.01% | +44,213+123.3% | 加碼 |
| MetLife Investment Management | 85,081 | $411.5 萬 | 0.03% | −6,277−6.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 85,279 | $412.5 萬 | 0.01% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 85,770 | $415.0 萬 | 0.00% | +4,009+4.9% | 加碼 |
| Putnam Investments LLC | 87,675 | $424.1 萬 | 0.01% | −48,561−35.6% | 減碼 |
| Mutual of America Capital Management LLC | 89,136 | $431.2 萬 | 0.05% | −9,949−10.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 92,630 | $448.1 萬 | 0.26% | −2,874−3.0% | 減碼 |
| LPL Financial LLC | 93,539 | $452.4 萬 | 0.00% | +11,492+14.0% | 加碼 |
| Tectonic Advisors LLC | 94,171 | $455.5 萬 | 0.38% | −796−0.8% | 減碼 |
| HRT Financial LP | 94,905 | $459.0 萬 | 0.03% | −130,656−57.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 95,978 | $464.3 萬 | 0.10% | +25,118+35.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 97,279 | $470.5 萬 | 0.06% | +5,946+6.5% | 加碼 |
| Nordea Investment Management AB | 99,642 | $485.0 萬 | 0.01% | −1,340−1.3% | 減碼 |
| HSBC Holdings PLC | 101,437 | $489.9 萬 | 0.00% | −10,616−9.5% | 減碼 |
| Macquarie Group Ltd | 104,370 | $504.8 萬 | 0.01% | +11,469+12.3% | 加碼 |
| Wells Fargo & Company | 104,827 | $507.0 萬 | 0.00% | +8,007+8.3% | 加碼 |
| Amalgamated Bank | 104,909 | $507.4 萬 | 0.04% | +1,105+1.1% | 加碼 |
| Teacher Retirement System of Texas | 105,363 | $509.6 萬 | 0.03% | +36,517+53.0% | 加碼 |
| Crawford Investment Counsel Inc | 115,540 | $558.9 萬 | 0.11% | +3,516+3.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 116,868 | $565.3 萬 | 0.00% | −9,925−7.8% | 減碼 |
| Mackenzie Financial Corp | 122,800 | $594.0 萬 | 0.01% | +30,959+33.7% | 加碼 |
| Texas Permanent School Fund | 124,337 | $601.4 萬 | 0.05% | −4,996−3.9% | 減碼 |
| Redwood Investment Management, LLC | 125,101 | $605.1 萬 | 0.55% | +88,246+239.4% | 加碼 |
| New York State Common Retirement Fund | 132,869 | $642.7 萬 | 0.01% | −18,288−12.1% | 減碼 |
| Raymond James & Associates | 134,823 | $652.1 萬 | 0.00% | +8,526+6.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 139,492 | $674.6 萬 | 0.01% | +65,278+88.0% | 加碼 |
| Prudential Financial Inc | 148,828 | $719.9 萬 | 0.01% | +136,004+1,060.5% | 加碼 |
| Great West Life Assurance Co | 151,715 | $731.7 萬 | 0.02% | −2,913−1.9% | 減碼 |
| Nisa Investment Advisors, LLC | 155,054 | $750.0 萬 | 0.05% | +38,476+33.0% | 加碼 |
| California State Teachers Retirement System | 155,474 | $752.0 萬 | 0.01% | −13,906−8.2% | 減碼 |
| CI Private Wealth, LLC | 156,036 | $754.7 萬 | 0.01% | +1,039+0.7% | 加碼 |
| Alps Advisors Inc | 156,985 | $759.3 萬 | 0.06% | +16,623+11.8% | 加碼 |
| Barclays PLC | 157,057 | $759.7 萬 | 0.00% | +56,233+55.8% | 加碼 |