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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 2,283 | $11.2 萬 | 0.01% | −504−18.1% | 減碼 |
| Center for Financial Planning, Inc. | 2,303 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| Leonteq Securities AG | 2,393 | $11.8 萬 | 0.02% | −90−3.6% | 減碼 |
| Banque Cantonale Vaudoise | 2,396 | $11.8 萬 | 0.00% | +208+9.5% | 加碼 |
| Salem Investment Counselors Inc | 2,400 | $11.9 萬 | 0.00% | −200−7.7% | 減碼 |
| Global Retirement Partners, LLC | 2,444 | $12.0 萬 | 0.00% | +562+29.9% | 加碼 |
| Allworth Financial LP | 2,523 | $12.4 萬 | 0.00% | +292+13.1% | 加碼 |
| Salomon & Ludwin, LLC | 2,537 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Gladius Capital Management LP | 2,625 | $12.9 萬 | 0.13% | −1,032−28.2% | 減碼 |
| Ci Investments Inc. | 2,717 | $13.3 萬 | 0.00% | +781+40.3% | 加碼 |
| National Bank of Canada | 2,527 | $13.5 萬 | 0.00% | −216−7.9% | 減碼 |
| Ronald Blue Trust, Inc. | 2,992 | $14.7 萬 | 0.00% | +350+13.2% | 加碼 |
| Handelsinvest Investeringsforvaltning | 3,055 | $15.0 萬 | 0.07% | −1,585−34.2% | 減碼 |
| KBC Group NV | 3,125 | $15.3 萬 | 0.00% | +389+14.2% | 加碼 |
| Signaturefd, LLC | 3,509 | $17.2 萬 | 0.00% | +1,064+43.5% | 加碼 |
| Paladin Advisory Group, LLC | 3,584 | $17.3 萬 | 0.14% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 3,646 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 3,998 | $19.5 萬 | 0.04% | −2,184−35.3% | 減碼 |
| Belmont Capital, LLC | 4,000 | $19.6 萬 | 0.05% | −1,410−26.1% | 減碼 |
| TD Private Client Wealth LLC | 4,015 | $19.7 萬 | 0.01% | +1,395+53.2% | 加碼 |
| Armstrong Advisory Group, Inc | 4,110 | $19.9 萬 | 0.02% | 00.0% | 不變 |
| Barnett & Company, Inc. | 4,120 | $20.2 萬 | 0.14% | +4,120 | 新進 |
| EP Wealth Advisors, LLC | 4,146 | $20.4 萬 | 0.00% | −137−3.2% | 減碼 |
| CIBC Asset Management Inc | 4,207 | $20.7 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 4,296 | $21.1 萬 | 0.00% | +16+0.4% | 加碼 |
| Principal Securities, Inc. | 4,320 | $21.2 萬 | 0.01% | +1,710+65.5% | 加碼 |
| Pinnacle Associates Ltd | 4,327 | $21.2 萬 | 0.00% | +106+2.5% | 加碼 |
| NDVR, Inc. | 4,330 | $21.3 萬 | 0.20% | +4,330 | 新進 |
| CWM, LLC | 4,402 | $21.6 萬 | 0.00% | −1,069−19.5% | 減碼 |
| Westshore Wealth, LLC | 4,403 | $21.6 萬 | 0.09% | −98−2.2% | 減碼 |
| Next Level Private LLC | 4,408 | $21.6 萬 | 0.10% | +4,408 | 新進 |
| Resources Investment Advisors, LLC. | 4,549 | $22.3 萬 | 0.00% | −10−0.2% | 減碼 |
| BCS Wealth Management | 4,611 | $22.6 萬 | 0.07% | 00.0% | 不變 |
| PFG Investments, LLC | 4,604 | $22.6 萬 | 0.01% | +4,604 | 新進 |
| Globeflex Capital L P | 4,663 | $22.9 萬 | 0.02% | −3,107−40.0% | 減碼 |
| Coldstream Capital Management Inc | 4,696 | $23.1 萬 | 0.01% | +4,696 | 新進 |
| Guyasuta Investment Advisors Inc | 4,800 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Intrust Bank NA | 4,732 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Martingale Asset Management L P | 4,807 | $23.6 萬 | 0.00% | −1,586−24.8% | 減碼 |
| Level Four Advisory Services, LLC | 4,927 | $23.8 萬 | 0.01% | 00.0% | 不變 |
| Roof Eidam & Maycock | 5,000 | $24.6 萬 | 0.07% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,000 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,000 | $24.6 萬 | 0.03% | 00.0% | 不變 |
| My Legacy Advisors, LLC | 5,030 | $24.7 萬 | 0.08% | +5,030 | 新進 |
| Woodmont Investment Counsel LLC | 5,043 | $24.8 萬 | 0.02% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 5,055 | $24.8 萬 | 0.06% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 5,035 | $24.9 萬 | 0.16% | +263+5.5% | 加碼 |
| Walleye Trading LLC | 5,077 | $24.9 萬 | 0.00% | −32,120−86.4% | 減碼 |
| Washington Trust Co | 5,100 | $25.0 萬 | 0.01% | −215−4.0% | 減碼 |
| Alpha Omega Wealth Management LLC | 5,111 | $25.1 萬 | 0.05% | −77−1.5% | 減碼 |
| CWA Asset Management Group, LLC | 5,182 | $25.4 萬 | 0.02% | +5,182 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 5,231 | $25.7 萬 | 0.00% | +73+1.4% | 加碼 |
| IHT Wealth Management, LLC | 5,289 | $26.0 萬 | 0.01% | −203−3.7% | 減碼 |
| EHP Funds Inc. | 5,300 | $26.0 萬 | 0.18% | +5,300 | 新進 |
| Two Sigma Investments, LP | 5,500 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 5,518 | $27.1 萬 | 0.01% | +845+18.1% | 加碼 |
| EMC Capital Management | 5,512 | $27.1 萬 | 0.16% | −3,139−36.3% | 減碼 |
| Captrust Financial Advisors | 5,552 | $27.3 萬 | 0.00% | −7,855−58.6% | 減碼 |
| Arnhold LLC | 5,600 | $27.5 萬 | 0.03% | 00.0% | 不變 |
| Grey Street Capital, LLC | 5,593 | $27.6 萬 | 0.04% | +5,593 | 新進 |
| Rain Capital Management, LLC | 5,680 | $27.9 萬 | 0.19% | +48+0.9% | 加碼 |
| Simplicity Wealth,LLC | 5,829 | $28.6 萬 | 0.01% | +5,829 | 新進 |
| Bleakley Financial Group, LLC | 5,835 | $28.7 萬 | 0.01% | −1,254−17.7% | 減碼 |
| Proequities, Inc. | 5,869 | $29.0 萬 | 0.02% | +1,798+44.2% | 加碼 |
| Daiwa Securities Group Inc. | 6,000 | $29.5 萬 | 0.00% | +5,000+500.0% | 加碼 |
| Csenge Advisory Group | 6,173 | $30.3 萬 | 0.02% | +1,710+38.3% | 加碼 |
| Shelton Capital Management | 6,207 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 6,556 | $30.5 萬 | 0.01% | +6,556 | 新進 |
| Occudo Quantitative Strategies LP | 6,276 | $30.8 萬 | 0.05% | +6,276 | 新進 |
| Atria Wealth Solutions, Inc. | 6,254 | $30.9 萬 | 0.00% | −25−0.4% | 減碼 |
| Park National Corp | 6,357 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| Delap Wealth Advisory, LLC | 6,398 | $31.4 萬 | 0.13% | +6,398 | 新進 |
| Kingsview Wealth Management, LLC | 6,507 | $32.0 萬 | 0.01% | −311−4.6% | 減碼 |
| Neuberger Berman Group LLC | 6,598 | $32.4 萬 | 0.00% | +220+3.4% | 加碼 |
| CIBC World Markets Inc. | 6,655 | $32.7 萬 | 0.00% | +910+15.8% | 加碼 |
| ProShare Advisors LLC | 6,806 | $33.4 萬 | 0.00% | −765−10.1% | 減碼 |
| Qsemble Capital Management, LP | 6,823 | $33.5 萬 | 0.07% | +6,823 | 新進 |
| Truist Financial Corp | 6,924 | $34.0 萬 | 0.00% | −693−9.1% | 減碼 |
| Waldron Private Wealth LLC | 6,908 | $34.1 萬 | 0.02% | −18−0.3% | 減碼 |
| Bank of Nova Scotia | 6,956 | $34.2 萬 | 0.00% | −1,565−18.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,986 | $34.3 萬 | 0.02% | −33−0.5% | 減碼 |
| Green Square Capital Advisors LLC | 7,019 | $34.5 萬 | 0.05% | 00.0% | 不變 |
| Shell Asset Management Co | 6,456 | $35.0 萬 | 0.02% | −664−9.3% | 減碼 |
| Moody Lynn & Lieberson, LLC | 7,137 | $35.0 萬 | 0.02% | +10+0.1% | 加碼 |
| Lido Advisors, LLC | 7,101 | $35.1 萬 | 0.00% | +7,101 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,167 | $35.2 萬 | 0.00% | −2,700−27.4% | 減碼 |
| Private Advisor Group, LLC | 7,406 | $36.4 萬 | 0.00% | −1,673−18.4% | 減碼 |
| Ziegler Capital Management, LLC | 24,628 | $36.4 萬 | 0.01% | −1,631−6.2% | 減碼 |
| Empowered Funds, LLC | 7,435 | $36.5 萬 | 0.01% | −16,757−69.3% | 減碼 |
| XTX Topco Ltd | 7,699 | $37.8 萬 | 0.05% | +7,699 | 新進 |
| Dark Forest Capital Management LP | 7,808 | $38.3 萬 | 0.06% | +7,808 | 新進 |
| Kapitalo Investimentos Ltda | 7,835 | $38.5 萬 | 0.08% | −5,777−42.4% | 減碼 |
| Wedmont Private Capital | 8,290 | $38.8 萬 | 0.03% | −4,081−33.0% | 減碼 |
| Utah Retirement Systems | 8,000 | $39.3 萬 | 0.00% | −100−1.2% | 減碼 |
| ClearAlpha Technologies LP | 8,221 | $40.4 萬 | 0.17% | −7,345−47.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,227 | $40.4 萬 | 0.03% | 00.0% | 不變 |
| Burns Matteson Capital Management, LLC | 8,395 | $41.2 萬 | 0.27% | −6,840−44.9% | 減碼 |
| 1620 Investment Advisors, Inc. | 8,425 | $41.4 萬 | 0.42% | −1,292−13.3% | 減碼 |
| TriaGen Wealth Management LLC | 8,439 | $41.4 萬 | 0.17% | −73−0.9% | 減碼 |
| Tradewinds, LLC. | 8,581 | $42.1 萬 | 0.37% | +8,581 | 新進 |