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。
2024 年第 1 季 13F 持有人
H&R Block Inc 在 2024/3/31 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
- 480
- 較 2023 年第 4 季 +16 家
- 持有股數
- 1.28 億
- 較 2023 年第 4 季 +192.6 萬 (+1.5%)
- 總市值
- $62.9 億
- 較 2023 年第 4 季 +$1.79 億 (+2.9%)
- 新進機構
- 64
- 另有 150 家加碼
- 清倉機構
- 48
- 另有 179 家減碼
另有 5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 20,791,224 | $10.2 億 | 0.07% | −797,619−3.7% | 減碼 |
| BlackRock Inc. | 16,631,174 | $8.17 億 | 0.02% | −1,251,730−7.0% | 減碼 |
| Vanguard Group Inc | 14,241,716 | $6.99 億 | 0.01% | −399,745−2.7% | 減碼 |
| State Street Corp | 5,496,644 | $2.72 億 | 0.01% | +28,432+0.5% | 加碼 |
| Lazard Asset Management LLC | 4,899,439 | $2.41 億 | 0.29% | +161,604+3.4% | 加碼 |
| Charles Schwab Investment Management Inc | 4,655,402 | $2.29 億 | 0.05% | +878,805+23.3% | 加碼 |
| Wellington Management Group LLP | 3,373,712 | $1.66 億 | 0.03% | +173,593+5.4% | 加碼 |
| Boston Partners | 3,270,919 | $1.61 億 | 0.19% | +758,827+30.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,156,128 | $1.55 億 | 0.68% | +536,040+20.5% | 加碼 |
| Geode Capital Management, LLC | 2,617,851 | $1.29 億 | 0.01% | +281,853+12.1% | 加碼 |
| Dimensional Fund Advisors LP | 2,460,625 | $1.21 億 | 0.03% | −9,073−0.4% | 減碼 |
| Northern Trust Corp | 2,003,457 | $9,839 萬 | 0.02% | −215,181−9.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,806,902 | $8,874 萬 | 0.08% | +38,220+2.2% | 加碼 |
| Pacer Advisors, Inc. | 1,798,920 | $8,834 萬 | 0.20% | +224,758+14.3% | 加碼 |
| Bank of New York Mellon Corp | 1,762,419 | $8,655 萬 | 0.02% | −124,714−6.6% | 減碼 |
| Norges Bank | 1,715,138 | $8,423 萬 | 0.01% | +7,360+0.4% | 加碼 |
| LSV Asset Management | 1,616,361 | $7,938 萬 | 0.16% | −64,339−3.8% | 減碼 |
| AQR Capital Management LLC | 1,525,201 | $7,473 萬 | 0.13% | −774,109−33.7% | 減碼 |
| Citadel Advisors LLC | 1,507,037 | $7,401 萬 | 0.07% | +729,371+93.8% | 加碼 |
| Royal Bank of Canada | 1,285,031 | $6,311 萬 | 0.02% | +305,014+31.1% | 加碼 |
| Morgan Stanley | 1,124,100 | $5,520 萬 | 0.00% | +80,700+7.7% | 加碼 |
| Invesco Ltd. | 1,092,326 | $5,364 萬 | 0.01% | +534,316+95.8% | 加碼 |
| NewEdge Wealth, LLC | 944,344 | $4,536 萬 | 1.02% | −189,650−16.7% | 減碼 |
| Bank of America Corp | 901,804 | $4,429 萬 | 0.00% | +426,356+89.7% | 加碼 |
| Voloridge Investment Management, LLC | 869,209 | $4,269 萬 | 0.16% | +421,190+94.0% | 加碼 |
| Nuveen Asset Management, LLC | 858,494 | $4,216 萬 | 0.01% | +10,402+1.2% | 加碼 |
| Squarepoint Ops LLC | 837,209 | $4,112 萬 | 0.17% | +813,882+3,489.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 817,621 | $4,015 萬 | 0.05% | +35,333+4.5% | 加碼 |
| Goldman Sachs Group Inc | 776,920 | $3,815 萬 | 0.01% | −317,871−29.0% | 減碼 |
| Clark Capital Management Group, Inc. | 719,371 | $3,533 萬 | 0.26% | +275,686+62.1% | 加碼 |
| JPMorgan Chase & Co | 669,256 | $3,287 萬 | 0.00% | +59,474+9.8% | 加碼 |
| Victory Capital Management Inc | 658,506 | $3,234 萬 | 0.03% | +278,587+73.3% | 加碼 |
| Blue Whale Capital LLP | 650,000 | $3,192 萬 | 3.37% | +245,000+60.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 621,214 | $3,051 萬 | 0.04% | −417,400−40.2% | 減碼 |
| California Public Employees Retirement System | 594,730 | $2,921 萬 | 0.02% | +43,574+7.9% | 加碼 |
| Price T Rowe Associates Inc | 580,227 | $2,850 萬 | 0.00% | +494,457+576.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 548,196 | $2,692 萬 | 0.06% | +71,911+15.1% | 加碼 |
| Principal Financial Group Inc | 527,375 | $2,590 萬 | 0.02% | −5,141−1.0% | 減碼 |
| Prevatt Capital Ltd | 460,000 | $2,259 萬 | 7.65% | +100,000+27.8% | 加碼 |
| Rhumbline Advisers | 448,791 | $2,204 萬 | 0.02% | −31,301−6.5% | 減碼 |
| Man Group plc | 386,243 | $1,897 萬 | 0.05% | −178,650−31.6% | 減碼 |
| Retirement Systems of Alabama | 358,826 | $1,762 萬 | 0.07% | −5,063−1.4% | 減碼 |
| Bridgewater Associates, LP | 345,707 | $1,698 萬 | 0.09% | −35,323−9.3% | 減碼 |
| UBS Asset Management Americas Inc | 331,637 | $1,629 萬 | 0.01% | −11,473−3.3% | 減碼 |
| Storebrand Asset Management AS | 323,254 | $1,588 萬 | 0.05% | −30,000−8.5% | 減碼 |
| SEI Investments Co | 307,014 | $1,508 萬 | 0.02% | +101,742+49.6% | 加碼 |
| Schroder Investment Management Group | 295,101 | $1,449 萬 | 0.02% | −25,857−8.1% | 減碼 |
| Swiss National Bank | 284,300 | $1,396 萬 | 0.01% | −3,800−1.3% | 減碼 |
| Sound Income Strategies, LLC | 272,595 | $1,339 萬 | 1.00% | −15,553−5.4% | 減碼 |
| Voya Investment Management LLC | 257,037 | $1,262 萬 | 0.01% | −10,590−4.0% | 減碼 |
| First Trust Advisors LP | 256,835 | $1,261 萬 | 0.01% | −82,419−24.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 254,800 | $1,251 萬 | 0.06% | +188,600+284.9% | 加碼 |
| Legal & General Group Plc | 248,085 | $1,218 萬 | 0.00% | −4,529−1.8% | 減碼 |
| UBS Group AG | 241,304 | $1,185 萬 | 0.00% | +21,011+9.5% | 加碼 |
| Alliancebernstein L.P. | 231,886 | $1,139 萬 | 0.00% | −10,782−4.4% | 減碼 |
| Credit Suisse AG | 225,861 | $1,109 萬 | 0.01% | +590.0% | 加碼 |
| Franklin Resources Inc | 218,501 | $1,073 萬 | 0.00% | +33,275+18.0% | 加碼 |
| Swedbank AB | 215,461 | $1,058 萬 | 0.01% | −507−0.2% | 減碼 |
| South Dakota Investment Council | 215,002 | $1,056 萬 | 0.22% | −35,400−14.1% | 減碼 |
| Financial Counselors Inc | 194,170 | $953.6 萬 | 0.16% | −2,013−1.0% | 減碼 |
| Royce & Associates LP | 190,620 | $936.1 萬 | 0.08% | −168,500−46.9% | 減碼 |
| American International Group, Inc. | 185,503 | $911.0 萬 | 0.03% | −9,751−5.0% | 減碼 |
| Ameriprise Financial Inc | 185,063 | $909.6 萬 | 0.00% | −10,455−5.3% | 減碼 |
| New York State Teachers Retirement System | 184,002 | $903.6 萬 | 0.02% | −13,663−6.9% | 減碼 |
| Alps Advisors Inc | 179,304 | $880.6 萬 | 0.06% | +22,319+14.2% | 加碼 |
| Barclays PLC | 178,287 | $875.6 萬 | 0.00% | +21,230+13.5% | 加碼 |
| Ibex Wealth Advisors | 235,108 | $858.4 萬 | 2.33% | +234,891+108,244.7% | 加碼 |
| Los Angeles Capital Management LLC | 169,020 | $830.1 萬 | 0.03% | −178,127−51.3% | 減碼 |
| Paradiem, LLC | 163,878 | $804.8 萬 | 1.99% | +5,286+3.3% | 加碼 |
| Great West Life Assurance Co | 159,847 | $785.2 萬 | 0.02% | +8,132+5.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 159,867 | $785.1 萬 | 0.03% | −18,658−10.5% | 減碼 |
| CI Private Wealth, LLC | 155,751 | $764.9 萬 | 0.01% | −285−0.2% | 減碼 |
| Rodgers Brothers Inc. | 154,600 | $759.2 萬 | 1.04% | −3,100−2.0% | 減碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $744.3 萬 | 0.01% | +15,303+11.0% | 加碼 |
| Raymond James & Associates | 150,284 | $738.0 萬 | 0.01% | +15,461+11.5% | 加碼 |
| California State Teachers Retirement System | 144,926 | $711.7 萬 | 0.01% | −10,548−6.8% | 減碼 |
| Redwood Investment Management, LLC | 142,115 | $697.9 萬 | 0.67% | +17,014+13.6% | 加碼 |
| Nisa Investment Advisors, LLC | 138,489 | $684.6 萬 | 0.04% | −16,565−10.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 192,763 | $679.5 萬 | 0.02% | +8,050+4.4% | 加碼 |
| American Century Companies Inc | 127,568 | $626.5 萬 | 0.00% | −190,443−59.9% | 減碼 |
| Mackenzie Financial Corp | 123,338 | $605.7 萬 | 0.01% | +538+0.4% | 加碼 |
| Texas Permanent School Fund | 122,107 | $599.7 萬 | 0.05% | −2,230−1.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 119,119 | $585.0 萬 | 0.01% | +2,251+1.9% | 加碼 |
| New York State Common Retirement Fund | 116,845 | $573.8 萬 | 0.01% | −16,024−12.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 111,460 | $547.3 萬 | 0.10% | +15,482+16.1% | 加碼 |
| Crawford Investment Counsel Inc | 109,329 | $536.9 萬 | 0.10% | −6,211−5.4% | 減碼 |
| Wells Fargo & Company | 105,739 | $519.3 萬 | 0.00% | +912+0.9% | 加碼 |
| Canada Pension Plan Investment Board | 101,100 | $496.5 萬 | 0.01% | +29,100+40.4% | 加碼 |
| Amalgamated Bank | 99,462 | $488.5 萬 | 0.04% | −5,447−5.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 97,522 | $478.9 萬 | 0.05% | +243+0.2% | 加碼 |
| Tectonic Advisors LLC | 97,097 | $476.8 萬 | 0.36% | +2,926+3.1% | 加碼 |
| Rockefeller Capital Management L.P. | 96,729 | $475.0 萬 | 0.01% | +96,729 | 新進 |
| Cerity Partners LLC | 96,377 | $473.3 萬 | 0.01% | +63,876+196.5% | 加碼 |
| Nordea Investment Management AB | 95,037 | $467.1 萬 | 0.01% | −4,605−4.6% | 減碼 |
| Janus Henderson Group PLC | 94,270 | $462.9 萬 | 0.00% | +18,556+24.5% | 加碼 |
| Trexquant Investment LP | 90,097 | $442.5 萬 | 0.09% | +90,097 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 88,023 | $432.3 萬 | 0.23% | −4,607−5.0% | 減碼 |
| Glenmede Trust Co NA | 86,676 | $425.7 萬 | 0.02% | −243,988−73.8% | 減碼 |
| Envestnet Asset Management Inc | 86,067 | $422.7 萬 | 0.00% | +28,538+49.6% | 加碼 |
| Mutual of America Capital Management LLC | 83,135 | $408.3 萬 | 0.04% | −6,001−6.7% | 減碼 |