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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 157,700 | $762.8 萬 | 1.20% | −1,000−0.6% | 減碼 |
| Paradiem, LLC | 158,592 | $767.1 萬 | 2.14% | +158,592 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,525 | $863.5 萬 | 0.04% | −57,846−24.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 184,713 | $893.5 萬 | 0.02% | +490.0% | 加碼 |
| Franklin Resources Inc | 185,226 | $895.9 萬 | 0.00% | +76,602+70.5% | 加碼 |
| American International Group, Inc. | 195,254 | $944.4 萬 | 0.04% | −20,175−9.4% | 減碼 |
| Ameriprise Financial Inc | 195,518 | $946.5 萬 | 0.00% | −46,212−19.1% | 減碼 |
| Financial Counselors Inc | 196,183 | $948.9 萬 | 0.17% | −2,195−1.1% | 減碼 |
| New York State Teachers Retirement System | 197,665 | $956.1 萬 | 0.02% | −2,935−1.5% | 減碼 |
| SEI Investments Co | 205,272 | $992.9 萬 | 0.02% | +51,922+33.9% | 加碼 |
| Swedbank AB | 215,968 | $1,045 萬 | 0.02% | 00.0% | 不變 |
| UBS Group AG | 220,293 | $1,066 萬 | 0.00% | −149,776−40.5% | 減碼 |
| Credit Suisse AG | 225,802 | $1,092 萬 | 0.01% | +19,057+9.2% | 加碼 |
| Alliancebernstein L.P. | 242,668 | $1,174 萬 | 0.00% | +19,638+8.8% | 加碼 |
| South Dakota Investment Council | 250,402 | $1,211 萬 | 0.26% | 00.0% | 不變 |
| Legal & General Group Plc | 252,614 | $1,222 萬 | 0.00% | −3,411−1.3% | 減碼 |
| Voya Investment Management LLC | 267,627 | $1,295 萬 | 0.01% | −4,164−1.5% | 減碼 |
| Swiss National Bank | 288,100 | $1,394 萬 | 0.01% | −46,700−13.9% | 減碼 |
| Sound Income Strategies, LLC | 288,148 | $1,394 萬 | 1.16% | −11,218−3.7% | 減碼 |
| American Century Companies Inc | 318,011 | $1,538 萬 | 0.01% | −196,663−38.2% | 減碼 |
| Schroder Investment Management Group | 320,958 | $1,552 萬 | 0.02% | −494,978−60.7% | 減碼 |
| Glenmede Trust Co NA | 330,664 | $1,599 萬 | 0.08% | +270,030+445.3% | 加碼 |
| First Trust Advisors LP | 339,254 | $1,641 萬 | 0.02% | +206,783+156.1% | 加碼 |
| UBS Asset Management Americas Inc | 343,110 | $1,660 萬 | 0.01% | +37,484+12.3% | 加碼 |
| Los Angeles Capital Management LLC | 347,147 | $1,679 萬 | 0.06% | −108,605−23.8% | 減碼 |
| Storebrand Asset Management AS | 353,254 | $1,709 萬 | 0.06% | −9,653−2.7% | 減碼 |
| Royce & Associates LP | 359,120 | $1,737 萬 | 0.16% | −216,000−37.6% | 減碼 |
| Prevatt Capital Ltd | 360,000 | $1,741 萬 | 6.49% | +360,000 | 新進 |
| Retirement Systems of Alabama | 363,889 | $1,760 萬 | 0.07% | +69,846+23.8% | 加碼 |
| Victory Capital Management Inc | 379,919 | $1,838 萬 | 0.02% | +3,721+1.0% | 加碼 |
| Bridgewater Associates, LP | 381,030 | $1,843 萬 | 0.10% | +50,946+15.4% | 加碼 |
| Blue Whale Capital LLP | 405,000 | $1,959 萬 | 2.51% | +350,000+636.4% | 加碼 |
| Clark Capital Management Group, Inc. | 443,685 | $2,146 萬 | 0.18% | +443,685 | 新進 |
| Voloridge Investment Management, LLC | 448,019 | $2,167 萬 | 0.09% | −305,394−40.5% | 減碼 |
| Bank of America Corp | 475,448 | $2,300 萬 | 0.00% | −79,847−14.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 476,285 | $2,304 萬 | 0.06% | −1,244−0.3% | 減碼 |
| Rhumbline Advisers | 480,092 | $2,322 萬 | 0.02% | −28,852−5.7% | 減碼 |
| Principal Financial Group Inc | 532,516 | $2,576 萬 | 0.02% | −33,671−5.9% | 減碼 |
| California Public Employees Retirement System | 551,156 | $2,666 萬 | 0.02% | +263,546+91.6% | 加碼 |
| Invesco Ltd. | 558,010 | $2,699 萬 | 0.01% | +64,057+13.0% | 加碼 |
| Man Group plc | 564,893 | $2,732 萬 | 0.08% | – | – |
| JPMorgan Chase & Co | 609,782 | $2,950 萬 | 0.00% | +10,194+1.7% | 加碼 |
| Citadel Advisors LLC | 777,666 | $3,762 萬 | 0.04% | −1,262,349−61.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 782,288 | $3,784 萬 | 0.07% | +630,384+415.0% | 加碼 |
| Nuveen Asset Management, LLC | 848,092 | $4,102 萬 | 0.01% | −54,236−6.0% | 減碼 |
| HighTower Advisors, LLC | 960,539 | $4,645 萬 | 0.08% | +6,501+0.7% | 加碼 |
| Royal Bank of Canada | 980,017 | $4,740 萬 | 0.01% | +718,251+274.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,038,614 | $5,024 萬 | 0.07% | −131,473−11.2% | 減碼 |
| Morgan Stanley | 1,043,400 | $5,047 萬 | 0.00% | −163,125−13.5% | 減碼 |
| Goldman Sachs Group Inc | 1,094,791 | $5,296 萬 | 0.01% | −87,367−7.4% | 減碼 |
| NewEdge Wealth, LLC | 1,133,994 | $5,485 萬 | 1.40% | +126,248+12.5% | 加碼 |
| Pacer Advisors, Inc. | 1,574,162 | $7,614 萬 | 0.22% | +14,268+0.9% | 加碼 |
| LSV Asset Management | 1,680,700 | $8,130 萬 | 0.18% | −14,515−0.9% | 減碼 |
| Norges Bank | 1,707,778 | $8,261 萬 | 0.01% | +66,446+4.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,768,682 | $8,555 萬 | 0.09% | +245,524+16.1% | 加碼 |
| Bank of New York Mellon Corp | 1,887,133 | $9,128 萬 | 0.02% | −39,102−2.0% | 減碼 |
| Northern Trust Corp | 2,218,638 | $1.07 億 | 0.02% | +43,466+2.0% | 加碼 |
| AQR Capital Management LLC | 2,299,310 | $1.11 億 | 0.21% | −420,169−15.5% | 減碼 |
| Geode Capital Management, LLC | 2,335,998 | $1.13 億 | 0.01% | −38,730−1.6% | 減碼 |
| Dimensional Fund Advisors LP | 2,469,698 | $1.19 億 | 0.03% | +79,759+3.3% | 加碼 |
| Boston Partners | 2,512,092 | $1.22 億 | 0.16% | −34,351−1.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 2,620,088 | $1.27 億 | 0.64% | −148,337−5.4% | 減碼 |
| Wellington Management Group LLP | 3,200,119 | $1.55 億 | 0.03% | −382,298−10.7% | 減碼 |
| Charles Schwab Investment Management Inc | 3,776,597 | $1.83 億 | 0.05% | −67,790−1.8% | 減碼 |
| Lazard Asset Management LLC | 4,737,835 | $2.29 億 | 0.29% | −1,593,166−25.2% | 減碼 |
| State Street Corp | 5,468,212 | $2.66 億 | 0.01% | −617,498−10.1% | 減碼 |
| Vanguard Group Inc | 14,641,461 | $7.08 億 | 0.02% | −391,939−2.6% | 減碼 |
| BlackRock Inc. | 17,882,904 | $8.65 億 | 0.02% | −537,795−2.9% | 減碼 |
| FMR LLC | 21,588,843 | $10.4 億 | 0.08% | −337,486−1.5% | 減碼 |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −996,272−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −550,000−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −320,600−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −223,138−100.0% | 清倉 |
| Lodge Hill Capital, LLC | 0 | $0 | 0.00% | −144,000−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −94,530−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −82,948−100.0% | 清倉 |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −74,339−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −64,110−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −52,814−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −41,619−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −27,500−100.0% | 清倉 |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −24,800−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −23,372−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −14,782−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,586−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,452−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −10,576−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,990−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,065−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,440−100.0% | 清倉 |
| Change Path, LLC | 0 | $0 | 0.00% | −8,117−100.0% | 清倉 |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,917−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,637−100.0% | 清倉 |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −5,532−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −5,210−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −650−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −278−100.0% | 清倉 |