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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 8,600 | $42.2 萬 | 0.01% | +656+8.3% | 加碼 |
| Paradigm Financial Partners, LLC | 8,655 | $42.5 萬 | 0.09% | +8,655 | 新進 |
| Fox Run Management, L.L.C. | 8,662 | $42.5 萬 | 0.09% | +8,662 | 新進 |
| Susquehanna International Group, LLP | 8,951 | $44.0 萬 | 0.00% | −32,282−78.3% | 減碼 |
| Boston Family Office LLC | 9,000 | $44.2 萬 | 0.03% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 9,104 | $44.7 萬 | 0.21% | −440−4.6% | 減碼 |
| MAI Capital Management | 9,121 | $44.8 萬 | 0.00% | −37−0.4% | 減碼 |
| TownSquare Capital, LLC | 9,304 | $45.7 萬 | 0.01% | +869+10.3% | 加碼 |
| Centiva Capital, LP | 9,409 | $46.2 萬 | 0.03% | −7,289−43.7% | 減碼 |
| LMR Partners LLP | 9,448 | $46.4 萬 | 0.01% | +3,192+51.0% | 加碼 |
| Chesley Taft & Associates LLC | 9,622 | $47.3 萬 | 0.02% | +9,622 | 新進 |
| SageView Advisory Group, LLC | 9,966 | $48.9 萬 | 0.03% | +700+7.6% | 加碼 |
| Farther Finance Advisors, LLC | 10,194 | $49.2 萬 | 0.03% | +1,018+11.1% | 加碼 |
| Fulton Breakefield Broenniman LLC | 10,020 | $49.2 萬 | 0.04% | −8,638−46.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $49.4 萬 | 0.01% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 10,263 | $50.4 萬 | 0.06% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 10,297 | $50.6 萬 | 0.00% | +180+1.8% | 加碼 |
| Caxton Associates LP | 10,380 | $51.0 萬 | 0.03% | +10,380 | 新進 |
| Fifth Third Bancorp | 10,427 | $51.2 萬 | 0.00% | +39+0.4% | 加碼 |
| Pinebridge Investments, L.P. | 10,435 | $51.2 萬 | 0.00% | −592−5.4% | 減碼 |
| D.A. Davidson & Co. | 10,521 | $51.7 萬 | 0.00% | +2,196+26.4% | 加碼 |
| Ethic Inc. | 11,064 | $54.3 萬 | 0.01% | −5,040−31.3% | 減碼 |
| Maryland State Retirement & Pension System | 11,587 | $54.4 萬 | 0.01% | 00.0% | 不變 |
| United Services Automobile Association | 11,228 | $55.1 萬 | 0.01% | −1,531−12.0% | 減碼 |
| GWM Advisors LLC | 11,402 | $56.0 萬 | 0.00% | −808−6.6% | 減碼 |
| Securian Asset Management, Inc | 11,473 | $56.3 萬 | 0.02% | −673−5.5% | 減碼 |
| Jefferies Financial Group Inc. | 11,500 | $56.5 萬 | 0.01% | −10,000−46.5% | 減碼 |
| Balyasny Asset Management LLC | 11,587 | $56.9 萬 | 0.00% | +5,147+79.9% | 加碼 |
| RMB Capital Management, LLC | 11,632 | $57.1 萬 | 0.01% | 00.0% | 不變 |
| Brown Advisory Inc | 11,722 | $57.6 萬 | 0.00% | −180−1.5% | 減碼 |
| Vident Advisory, LLC | 11,921 | $58.5 萬 | 0.01% | +1,682+16.4% | 加碼 |
| Integrated Wealth Concepts LLC | 12,049 | $59.2 萬 | 0.01% | +12,049 | 新進 |
| First Citizens Bank & Trust Co | 12,110 | $59.5 萬 | 0.01% | +144+1.2% | 加碼 |
| AE Wealth Management LLC | 12,180 | $59.8 萬 | 0.01% | −4,523−27.1% | 減碼 |
| Aviso Wealth Management | 12,542 | $61.6 萬 | 0.39% | +642+5.4% | 加碼 |
| Baird Financial Group, Inc. | 12,775 | $62.7 萬 | 0.00% | −204−1.6% | 減碼 |
| VCI Wealth Management LLC | 12,778 | $62.8 萬 | 0.42% | +12,778 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 12,788 | $62.8 萬 | 0.05% | +12,788 | 新進 |
| Tower Research Capital LLC (TRC) | 13,333 | $65.5 萬 | 0.02% | +3,533+36.1% | 加碼 |
| Cresset Asset Management, LLC | 13,302 | $65.7 萬 | 0.00% | +963+7.8% | 加碼 |
| State of Wisconsin Investment Board | 13,633 | $67.0 萬 | 0.00% | −235−1.7% | 減碼 |
| AXA S.A. | 14,300 | $70.2 萬 | 0.00% | 00.0% | 不變 |
| Lingohr & Partner Asset Management GmbH | 14,376 | $70.6 萬 | 1.77% | −1,124−7.3% | 減碼 |
| Bridgefront Capital, LLC | 14,696 | $72.2 萬 | 0.55% | +14,696 | 新進 |
| Park Avenue Securities LLC | 14,937 | $73.4 萬 | 0.01% | +3,672+32.6% | 加碼 |
| RBF Capital, LLC | 15,000 | $73.7 萬 | 0.04% | 00.0% | 不變 |
| Range Financial Group LLC | 15,120 | $74.3 萬 | 0.39% | −252−1.6% | 減碼 |
| JustInvest LLC | 15,219 | $74.7 萬 | 0.02% | −3,577−19.0% | 減碼 |
| Legacy Bridge, LLC | 15,277 | $75.0 萬 | 0.44% | 00.0% | 不變 |
| CSS LLC | 15,448 | $75.9 萬 | 0.06% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 15,549 | $76.4 萬 | 0.00% | −2,071−11.8% | 減碼 |
| New York Life Investment Management LLC | 15,872 | $77.9 萬 | 0.01% | −684−4.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 16,135 | $79.2 萬 | 0.00% | +347+2.2% | 加碼 |
| Toroso Investments, LLC | 16,217 | $79.6 萬 | 0.01% | −15,578−49.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 16,345 | $80.3 萬 | 0.00% | +288+1.8% | 加碼 |
| New Vernon Capital Holdings II LLC | 16,557 | $81.3 萬 | 0.42% | +427+2.6% | 加碼 |
| Rockland Trust Co | 16,666 | $81.8 萬 | 0.04% | 00.0% | 不變 |
| Invst, LLC | 17,017 | $82.1 萬 | 0.10% | +17,017 | 新進 |
| MSH Capital Advisors LLC | 17,080 | $83.9 萬 | 0.29% | −784−4.4% | 減碼 |
| Pictet Asset Management Holding SA | 17,280 | $84.9 萬 | 0.00% | +301+1.8% | 加碼 |
| MML Investors Services, LLC | 17,300 | $85.0 萬 | 0.00% | −495−2.8% | 減碼 |
| Carlson Capital Management | 17,400 | $85.5 萬 | 0.04% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $88.4 萬 | 0.11% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 18,009 | $88.4 萬 | 0.00% | −36−0.2% | 減碼 |
| True Wealth Design, LLC | 18,084 | $88.8 萬 | 0.22% | +18,084 | 新進 |
| Ascent Group, LLC | 18,451 | $90.6 萬 | 0.08% | +498+2.8% | 加碼 |
| Federated Hermes, Inc. | 18,506 | $90.9 萬 | 0.00% | −1,440−7.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 18,590 | $91.3 萬 | 0.08% | +18,590 | 新進 |
| Quantinno Capital Management LP | 18,762 | $92.1 萬 | 0.02% | +1,899+11.3% | 加碼 |
| Gallacher Capital Management LLC | 18,879 | $92.7 萬 | 0.47% | +9,985+112.3% | 加碼 |
| Millennium Management LLC | 18,979 | $93.2 萬 | 0.00% | −43,319−69.5% | 減碼 |
| Vestcor Inc | 19,111 | $93.9 萬 | 0.03% | +11,107+138.8% | 加碼 |
| HighTower Advisors, LLC | 19,375 | $95.1 萬 | 0.00% | −941,164−98.0% | 減碼 |
| Measured Wealth Private Client Group, LLC | 19,395 | $95.2 萬 | 0.33% | +2,089+12.1% | 加碼 |
| Tudor Investment Corp Et Al | 19,719 | $96.8 萬 | 0.01% | −52,296−72.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 20,194 | $99.2 萬 | 0.00% | +91+0.5% | 加碼 |
| Ifrah Financial Services, Inc. | 20,595 | $101.1 萬 | 0.28% | −508−2.4% | 減碼 |
| Wealthfront Advisers LLC | 20,798 | $102.1 萬 | 0.00% | −584−2.7% | 減碼 |
| US Bancorp | 20,864 | $102.5 萬 | 0.00% | −285−1.3% | 減碼 |
| Chase Investment Counsel Corp | 21,000 | $103.1 萬 | 0.38% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 21,000 | $103.1 萬 | 0.24% | 00.0% | 不變 |
| Jump Financial, LLC | 21,000 | $103.1 萬 | 0.03% | 00.0% | 不變 |
| TCM Advisors, LLC | – | $105.1 萬 | 0.83% | – | – |
| Ceera Investments, LLC | 21,749 | $106.8 萬 | 0.47% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 21,950 | $108.0 萬 | 0.01% | −1,796−7.6% | 減碼 |
| Advisory Research Inc | 22,154 | $108.8 萬 | 0.22% | +2,736+14.1% | 加碼 |
| Gsa Capital Partners LLP | 22,524 | $110.6 萬 | 0.09% | +12,481+124.3% | 加碼 |
| Illinois Municipal Retirement Fund | 22,744 | $111.7 萬 | 0.02% | 00.0% | 不變 |
| HSBC Holdings PLC | 22,876 | $112.3 萬 | 0.00% | −78,561−77.4% | 減碼 |
| Natixis Advisors, L.P. | 22,951 | $112.7 萬 | 0.00% | +3,511+18.1% | 加碼 |
| Quent Capital, LLC | 23,055 | $113.2 萬 | 0.13% | −30−0.1% | 減碼 |
| Huber Capital Management LLC | 23,318 | $114.5 萬 | 0.26% | +3,000+14.8% | 加碼 |
| Prudential PLC | 23,684 | $116.3 萬 | 0.01% | 00.0% | 不變 |
| Axq Capital, LP | 23,988 | $117.8 萬 | 0.28% | +23,988 | 新進 |
| Bank of Montreal | 24,216 | $119.1 萬 | 0.00% | −458−1.9% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $119.7 萬 | 0.03% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 24,567 | $120.6 萬 | 0.01% | +509+2.1% | 加碼 |
| Boulder Hill Capital Management LP | 25,000 | $122.8 萬 | 0.51% | +25,000 | 新進 |
| Sumitomo Mitsui Financial Group, Inc. | 14,554 | $123.1 萬 | 0.04% | −6,193−29.9% | 減碼 |
| Guggenheim Capital LLC | 26,367 | $129.5 萬 | 0.01% | +4,232+19.1% | 加碼 |