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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 26,849 | $131.9 萬 | 0.00% | +3,413+14.6% | 加碼 |
| Intech Investment Management LLC | 27,053 | $132.9 萬 | 0.02% | +784+3.0% | 加碼 |
| Argyle Capital Management Inc. | 27,300 | $134.1 萬 | 0.52% | 00.0% | 不變 |
| Xponance, Inc. | 28,242 | $138.7 萬 | 0.01% | +818+3.0% | 加碼 |
| Handelsbanken Fonder AB | 28,700 | $140.9 萬 | 0.01% | 00.0% | 不變 |
| Engineers Gate Manager LP | 29,391 | $144.3 萬 | 0.04% | +29,391 | 新進 |
| Convergence Investment Partners, LLC | 29,528 | $145.0 萬 | 0.56% | −260−0.9% | 減碼 |
| Davy Global Fund Management Ltd | 29,674 | $145.7 萬 | 0.17% | +2,221+8.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 30,767 | $151.1 萬 | 0.05% | −1,013−3.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,863 | $151.6 萬 | 0.01% | −897−2.8% | 減碼 |
| Linden Thomas Advisory Services, LLC | 30,886 | $151.7 萬 | 0.24% | −243−0.8% | 減碼 |
| Kendall Capital Management | 31,005 | $152.3 萬 | 0.52% | +5,030+19.4% | 加碼 |
| New Mexico Educational Retirement Board | 31,100 | $152.7 萬 | 0.05% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 31,119 | $152.8 萬 | 0.04% | −902−2.8% | 減碼 |
| QRG Capital Management, Inc. | 31,367 | $154.0 萬 | 0.02% | −3,820−10.9% | 減碼 |
| Keybank National Association | 31,904 | $156.7 萬 | 0.01% | +10,595+49.7% | 加碼 |
| TrimTabs Asset Management, LLC | 32,235 | $158.3 萬 | 0.40% | +9,218+40.0% | 加碼 |
| Ontario Teachers Pension Plan Board | 32,549 | $159.8 萬 | 0.01% | −32,647−50.1% | 減碼 |
| State of Michigan Retirement System | 34,268 | $168.3 萬 | 0.01% | −300−0.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 34,424 | $169.1 萬 | 0.03% | −6,015−14.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 34,684 | $170.3 萬 | 0.10% | +411+1.2% | 加碼 |
| Thrivent Financial for Lutherans | 34,964 | $171.7 萬 | 0.00% | −992−2.8% | 減碼 |
| Aviva PLC | 35,054 | $172.2 萬 | 0.01% | −13,383−27.6% | 減碼 |
| Citigroup Inc | 35,647 | $175.1 萬 | 0.00% | −14,702−29.2% | 減碼 |
| Seven Eight Capital, LP | 37,170 | $182.5 萬 | 0.19% | +30,273+438.9% | 加碼 |
| Dorsey Wright & Associates | 37,272 | $183.0 萬 | 0.48% | +14,609+64.5% | 加碼 |
| Cetera Investment Advisers | 37,373 | $183.5 萬 | 0.00% | +31,842+575.7% | 加碼 |
| Cunning Capital Partners, LP | 37,575 | $184.5 萬 | 1.02% | 00.0% | 不變 |
| M&T Bank Corp | 38,790 | $190.5 萬 | 0.01% | −103−0.3% | 減碼 |
| Arizona State Retirement System | 39,556 | $194.3 萬 | 0.01% | −1,312−3.2% | 減碼 |
| Louisiana State Employees Retirement System | 40,200 | $197.4 萬 | 0.04% | −200−0.5% | 減碼 |
| Macquarie Group Ltd | 40,400 | $198.4 萬 | 0.00% | −63,970−61.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 40,926 | $201.0 萬 | 0.01% | +915+2.3% | 加碼 |
| Ritholtz Wealth Management | 41,141 | $202.0 萬 | 0.07% | −22−0.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,805 | $215.1 萬 | 0.01% | −1,894−4.1% | 減碼 |
| Human Investing LLC | 44,551 | $218.8 萬 | 0.44% | −479−1.1% | 減碼 |
| Amundi | 47,042 | $219.1 萬 | 0.00% | +47,042 | 新進 |
| State of Tennessee, Treasury Department | 45,000 | $221.0 萬 | 0.01% | +6,000+15.4% | 加碼 |
| State of Alaska, Department of Revenue | 45,138 | $221.6 萬 | 0.03% | +29,595+190.4% | 加碼 |
| Mariner, LLC | 45,235 | $222.1 萬 | 0.00% | +1,545+3.5% | 加碼 |
| Deutsche Bank AG | 45,468 | $223.3 萬 | 0.00% | −1,513−3.2% | 減碼 |
| Teacher Retirement System of Texas | 46,411 | $227.9 萬 | 0.01% | −58,952−56.0% | 減碼 |
| Ensign Peak Advisors, Inc | 46,542 | $228.6 萬 | 0.00% | −21,083−31.2% | 減碼 |
| Agf Management Ltd | 46,647 | $229.1 萬 | 0.01% | −14,050−23.1% | 減碼 |
| Commerce Bank | 46,735 | $229.5 萬 | 0.02% | +30+0.1% | 加碼 |
| Tealwood Asset Management Inc | 47,603 | $233.8 萬 | 1.05% | +47,603 | 新進 |
| Creative Planning | 48,531 | $238.3 萬 | 0.00% | +5,321+12.3% | 加碼 |
| Wedge Capital Management L L P | 49,460 | $242.9 萬 | 0.04% | +18,673+60.7% | 加碼 |
| Auxier Asset Management | 49,555 | $243.4 萬 | 0.37% | −320−0.6% | 減碼 |
| Russell Investments Group, Ltd. | 49,650 | $243.8 萬 | 0.00% | +14,760+42.3% | 加碼 |
| Optimist Retirement Group LLC | 50,029 | $245.7 萬 | 1.26% | −1,722−3.3% | 減碼 |
| Monument Capital Management | 50,593 | $248.5 萬 | 0.72% | +3,072+6.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 50,998 | $250.4 萬 | 0.02% | 00.0% | 不變 |
| Prudential Financial Inc | 52,302 | $256.9 萬 | 0.00% | −96,526−64.9% | 減碼 |
| Advisor Group Holdings, Inc. | 52,657 | $258.6 萬 | 0.01% | −27,420−34.2% | 減碼 |
| Rings Capital Management LLC | 53,000 | $260.3 萬 | 1.42% | 00.0% | 不變 |
| Alberta Investment Management Corp | 56,800 | $278.9 萬 | 0.03% | 00.0% | 不變 |
| Burney Co | 56,978 | $279.8 萬 | 0.11% | −128−0.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 58,810 | $280.8 萬 | 0.01% | +35,552+152.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 58,000 | $284.8 萬 | 0.01% | 00.0% | 不變 |
| Walleye Capital LLC | 59,062 | $290.1 萬 | 0.03% | −256−0.4% | 減碼 |
| Public Employees Retirement System of Ohio | 61,662 | $302.8 萬 | 0.01% | −6,284−9.2% | 減碼 |
| Alaska Permanent Fund Corp | 62,089 | $304.9 萬 | 0.04% | −8,200−11.7% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 62,260 | $305.8 萬 | 0.06% | +62,260 | 新進 |
| Stifel Financial Corp | 62,649 | $307.7 萬 | 0.00% | +10,693+20.6% | 加碼 |
| Round Hill Asset Management | 63,299 | $310.9 萬 | 1.88% | −700−1.1% | 減碼 |
| Edgestream Partners, L.P. | 64,129 | $314.9 萬 | 0.16% | +64,129 | 新進 |
| Yousif Capital Management, LLC | 65,691 | $322.6 萬 | 0.04% | −3,395−4.9% | 減碼 |
| PEAK6 Investments LLC | 66,372 | $326.0 萬 | 0.16% | +66,372 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 68,093 | $328.3 萬 | 0.01% | +3,910+6.1% | 加碼 |
| Janney Montgomery Scott LLC | 67,244 | $330.2 萬 | 0.01% | +208+0.3% | 加碼 |
| PGGM Investments | 68,071 | $334.3 萬 | 0.05% | −1,076−1.6% | 減碼 |
| Treasurer of the State of North Carolina | 68,174 | $334.8 萬 | 0.01% | +437+0.6% | 加碼 |
| ExodusPoint Capital Management, LP | 68,958 | $338.7 萬 | 0.04% | +68,958 | 新進 |
| Comerica Bank | 72,426 | $355.7 萬 | 0.02% | +8,749+13.7% | 加碼 |
| LPL Financial LLC | 79,717 | $391.5 萬 | 0.00% | −13,822−14.8% | 減碼 |
| MetLife Investment Management | 80,569 | $395.7 萬 | 0.03% | −4,512−5.3% | 減碼 |
| Jane Street Group, LLC | 80,844 | $397.0 萬 | 0.01% | +31,696+64.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 81,522 | $400.4 萬 | 0.01% | −3,757−4.4% | 減碼 |
| Marshall Wace, LLP | 82,637 | $405.8 萬 | 0.01% | +82,637 | 新進 |
| Mutual of America Capital Management LLC | 83,135 | $408.3 萬 | 0.04% | −6,001−6.7% | 減碼 |
| Envestnet Asset Management Inc | 86,067 | $422.7 萬 | 0.00% | +28,538+49.6% | 加碼 |
| Glenmede Trust Co NA | 86,676 | $425.7 萬 | 0.02% | −243,988−73.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 88,023 | $432.3 萬 | 0.23% | −4,607−5.0% | 減碼 |
| Trexquant Investment LP | 90,097 | $442.5 萬 | 0.09% | +90,097 | 新進 |
| Janus Henderson Group PLC | 94,270 | $462.9 萬 | 0.00% | +18,556+24.5% | 加碼 |
| Nordea Investment Management AB | 95,037 | $467.1 萬 | 0.01% | −4,605−4.6% | 減碼 |
| Cerity Partners LLC | 96,377 | $473.3 萬 | 0.01% | +63,876+196.5% | 加碼 |
| Rockefeller Capital Management L.P. | 96,729 | $475.0 萬 | 0.01% | +96,729 | 新進 |
| Tectonic Advisors LLC | 97,097 | $476.8 萬 | 0.36% | +2,926+3.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 97,522 | $478.9 萬 | 0.05% | +243+0.2% | 加碼 |
| Amalgamated Bank | 99,462 | $488.5 萬 | 0.04% | −5,447−5.2% | 減碼 |
| Canada Pension Plan Investment Board | 101,100 | $496.5 萬 | 0.01% | +29,100+40.4% | 加碼 |
| Wells Fargo & Company | 105,739 | $519.3 萬 | 0.00% | +912+0.9% | 加碼 |
| Crawford Investment Counsel Inc | 109,329 | $536.9 萬 | 0.10% | −6,211−5.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 111,460 | $547.3 萬 | 0.10% | +15,482+16.1% | 加碼 |
| New York State Common Retirement Fund | 116,845 | $573.8 萬 | 0.01% | −16,024−12.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 119,119 | $585.0 萬 | 0.01% | +2,251+1.9% | 加碼 |
| Texas Permanent School Fund | 122,107 | $599.7 萬 | 0.05% | −2,230−1.8% | 減碼 |
| Mackenzie Financial Corp | 123,338 | $605.7 萬 | 0.01% | +538+0.4% | 加碼 |