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 2 季 13F 持有人
H&R Block Inc 在 2024/6/30 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
- 498
- 較 2024 年第 1 季 +27 家
- 持有股數
- 1.26 億
- 較 2024 年第 1 季 −153.3 萬 (−1.2%)
- 總市值
- $68.5 億
- 較 2024 年第 1 季 +$5.77 億 (+9.2%)
- 新進機構
- 75
- 另有 167 家加碼
- 清倉機構
- 48
- 另有 163 家減碼
另有 9 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 20,929,029 | $11.3 億 | 0.07% | +137,805+0.7% | 加碼 |
| BlackRock Inc. | 16,299,068 | $8.84 億 | 0.02% | −332,106−2.0% | 減碼 |
| Vanguard Group Inc | 14,702,829 | $7.97 億 | 0.02% | +461,113+3.2% | 加碼 |
| State Street Corp | 4,706,022 | $2.57 億 | 0.01% | −790,622−14.4% | 減碼 |
| Charles Schwab Investment Management Inc | 4,681,475 | $2.54 億 | 0.05% | +26,073+0.6% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,538,138 | $1.92 億 | 0.82% | +382,010+12.1% | 加碼 |
| Wellington Management Group LLP | 3,367,203 | $1.83 億 | 0.03% | −6,509−0.2% | 減碼 |
| Boston Partners | 3,253,726 | $1.76 億 | 0.22% | −17,193−0.5% | 減碼 |
| Pacer Advisors, Inc. | 2,738,190 | $1.48 億 | 0.34% | +939,270+52.2% | 加碼 |
| Geode Capital Management, LLC | 2,675,056 | $1.45 億 | 0.01% | +57,205+2.2% | 加碼 |
| Dimensional Fund Advisors LP | 2,484,417 | $1.35 億 | 0.04% | +23,792+1.0% | 加碼 |
| Lazard Asset Management LLC | 2,263,076 | $1.23 億 | 0.15% | −2,636,363−53.8% | 減碼 |
| Northern Trust Corp | 2,215,243 | $1.20 億 | 0.02% | +211,786+10.6% | 加碼 |
| AQR Capital Management LLC | 2,131,451 | $1.15 億 | 0.18% | +606,250+39.7% | 加碼 |
| Bank of New York Mellon Corp | 1,748,095 | $9,480 萬 | 0.02% | −14,324−0.8% | 減碼 |
| Norges Bank | 1,670,801 | $9,061 萬 | 0.01% | −44,337−2.6% | 減碼 |
| LSV Asset Management | 1,575,491 | $8,544 萬 | 0.19% | −40,870−2.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,550,298 | $8,407 萬 | 0.07% | −256,604−14.2% | 減碼 |
| Goldman Sachs Group Inc | 1,501,656 | $8,143 萬 | 0.02% | +724,736+93.3% | 加碼 |
| Royal Bank of Canada | 1,324,879 | $7,185 萬 | 0.02% | +39,848+3.1% | 加碼 |
| Invesco Ltd. | 1,209,665 | $6,560 萬 | 0.01% | +117,339+10.7% | 加碼 |
| Morgan Stanley | 997,883 | $5,412 萬 | 0.00% | −126,217−11.2% | 減碼 |
| NewEdge Wealth, LLC | 957,589 | $5,193 萬 | 1.12% | +13,245+1.4% | 加碼 |
| Bank of America Corp | 869,773 | $4,717 萬 | 0.00% | −32,031−3.6% | 減碼 |
| Price T Rowe Associates Inc | 849,661 | $4,608 萬 | 0.01% | +269,434+46.4% | 加碼 |
| Nuveen Asset Management, LLC | 838,688 | $4,555 萬 | 0.01% | −19,806−2.3% | 減碼 |
| Citadel Advisors LLC | 806,269 | $4,372 萬 | 0.04% | −700,768−46.5% | 減碼 |
| Blue Whale Capital LLP | 742,500 | $4,027 萬 | 3.84% | +92,500+14.2% | 加碼 |
| Clark Capital Management Group, Inc. | 736,138 | $3,992 萬 | 0.29% | +16,767+2.3% | 加碼 |
| JPMorgan Chase & Co | 729,053 | $3,954 萬 | 0.00% | +59,797+8.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 715,223 | $3,879 萬 | 0.04% | −102,398−12.5% | 減碼 |
| Voloridge Investment Management, LLC | 657,571 | $3,566 萬 | 0.13% | −211,638−24.3% | 減碼 |
| Victory Capital Management Inc | 597,540 | $3,240 萬 | 0.03% | −60,966−9.3% | 減碼 |
| California Public Employees Retirement System | 582,643 | $3,160 萬 | 0.02% | −12,087−2.0% | 減碼 |
| UBS Asset Management Americas Inc | 541,245 | $2,935 萬 | 0.01% | +209,608+63.2% | 加碼 |
| Qube Research & Technologies Ltd | 470,352 | $2,551 萬 | 0.05% | +466,706+12,800.5% | 加碼 |
| Principal Financial Group Inc | 464,934 | $2,521 萬 | 0.01% | −62,441−11.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 462,811 | $2,510 萬 | 0.04% | −158,403−25.5% | 減碼 |
| Prevatt Capital Ltd | 460,000 | $2,495 萬 | 7.86% | 00.0% | 不變 |
| Rhumbline Advisers | 423,254 | $2,295 萬 | 0.02% | −25,537−5.7% | 減碼 |
| Voya Investment Management LLC | 381,846 | $2,071 萬 | 0.02% | +124,809+48.6% | 加碼 |
| Retirement Systems of Alabama | 355,837 | $1,930 萬 | 0.07% | −2,989−0.8% | 減碼 |
| Storebrand Asset Management AS | 326,746 | $1,772 萬 | 0.06% | +3,492+1.1% | 加碼 |
| Moran Wealth Management, LLC | 319,714 | $1,734 萬 | 0.57% | +319,714 | 新進 |
| SEI Investments Co | 310,567 | $1,684 萬 | 0.02% | +3,553+1.2% | 加碼 |
| Schroder Investment Management Group | 288,011 | $1,562 萬 | 0.02% | −7,090−2.4% | 減碼 |
| Legal & General Group Plc | 285,402 | $1,548 萬 | 0.00% | +37,317+15.0% | 加碼 |
| American Century Companies Inc | 276,358 | $1,499 萬 | 0.01% | +148,790+116.6% | 加碼 |
| Swiss National Bank | 274,500 | $1,489 萬 | 0.01% | −9,800−3.4% | 減碼 |
| UBS Group AG | 263,054 | $1,427 萬 | 0.00% | +21,750+9.0% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 255,600 | $1,386 萬 | 0.07% | +800+0.3% | 加碼 |
| First Trust Advisors LP | 251,585 | $1,364 萬 | 0.01% | −5,250−2.0% | 減碼 |
| CI Private Wealth, LLC | 246,993 | $1,339 萬 | 0.02% | +91,242+58.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 243,647 | $1,321 萬 | 0.03% | −304,549−55.6% | 減碼 |
| Ameriprise Financial Inc | 231,555 | $1,256 萬 | 0.00% | +46,492+25.1% | 加碼 |
| Cambria Investment Management, L.P. | 226,890 | $1,230 萬 | 0.75% | +226,890 | 新進 |
| Swedbank AB | 215,968 | $1,171 萬 | 0.02% | +507+0.2% | 加碼 |
| Alliancebernstein L.P. | 212,921 | $1,155 萬 | 0.00% | −18,965−8.2% | 減碼 |
| Sound Income Strategies, LLC | 208,233 | $1,129 萬 | 0.71% | −64,362−23.6% | 減碼 |
| Alps Advisors Inc | 202,416 | $1,098 萬 | 0.08% | +23,112+12.9% | 加碼 |
| Franklin Resources Inc | 192,969 | $1,046 萬 | 0.00% | −25,532−11.7% | 減碼 |
| Financial Counselors Inc | 191,727 | $1,040 萬 | 0.17% | −2,443−1.3% | 減碼 |
| Ibex Wealth Advisors | 188,637 | $1,023 萬 | 1.60% | −46,471−19.8% | 減碼 |
| Great West Life Assurance Co | 186,692 | $1,014 萬 | 0.02% | +26,845+16.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 183,913 | $997.4 萬 | 0.02% | −8,850−4.6% | 減碼 |
| New York State Teachers Retirement System | 177,328 | $961.6 萬 | 0.02% | −6,674−3.6% | 減碼 |
| Corebridge Financial, Inc. | 176,811 | $958.8 萬 | 0.05% | +176,811 | 新進 |
| Teacher Retirement System of Texas | 175,087 | $949.5 萬 | 0.05% | +128,676+277.3% | 加碼 |
| Royce & Associates LP | 174,556 | $946.6 萬 | 0.09% | −16,064−8.4% | 減碼 |
| Los Angeles Capital Management LLC | 171,601 | $930.6 萬 | 0.03% | +2,581+1.5% | 加碼 |
| Raymond James & Associates | 162,501 | $881.2 萬 | 0.01% | +12,217+8.1% | 加碼 |
| Mackenzie Financial Corp | 161,355 | $875.0 萬 | 0.01% | +38,017+30.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 159,867 | $867.0 萬 | 0.03% | 00.0% | 不變 |
| Bridgewater Associates, LP | 157,686 | $855.1 萬 | 0.04% | −188,021−54.4% | 減碼 |
| Nisa Investment Advisors, LLC | 147,280 | $803.4 萬 | 0.05% | +8,791+6.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 148,743 | $790.7 萬 | 0.01% | −6,052−3.9% | 減碼 |
| Trexquant Investment LP | 141,274 | $766.1 萬 | 0.12% | +51,177+56.8% | 加碼 |
| California State Teachers Retirement System | 136,946 | $742.7 萬 | 0.01% | −7,980−5.5% | 減碼 |
| Prudential PLC | 136,917 | $742.5 萬 | 0.05% | +113,233+478.1% | 加碼 |
| Deutsche Bank AG | 128,129 | $694.8 萬 | 0.00% | +82,661+181.8% | 加碼 |
| Canada Pension Plan Investment Board | 127,600 | $692.0 萬 | 0.01% | +26,500+26.2% | 加碼 |
| HRT Financial LP | 127,437 | $691.0 萬 | 0.04% | +127,437 | 新進 |
| Rodgers Brothers Inc. | 117,350 | $636.4 萬 | 0.86% | −37,250−24.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 117,065 | $634.8 萬 | 0.01% | −2,054−1.7% | 減碼 |
| Nordea Investment Management AB | 116,392 | $632.2 萬 | 0.01% | +21,355+22.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 116,529 | $632.0 萬 | 0.12% | +5,069+4.5% | 加碼 |
| New York State Common Retirement Fund | 114,879 | $623.0 萬 | 0.01% | −1,966−1.7% | 減碼 |
| Wells Fargo & Company | 111,822 | $606.4 萬 | 0.00% | +6,083+5.8% | 加碼 |
| Redwood Investment Management, LLC | 110,658 | $601.3 萬 | 0.52% | −31,457−22.1% | 減碼 |
| Tectonic Advisors LLC | 100,949 | $547.4 萬 | 0.40% | +3,852+4.0% | 加碼 |
| Crawford Investment Counsel Inc | 100,777 | $546.5 萬 | 0.10% | −8,552−7.8% | 減碼 |
| South Dakota Investment Council | 100,778 | $546.5 萬 | 0.11% | −114,224−53.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 100,471 | $544.9 萬 | 0.01% | +32,378+47.5% | 加碼 |
| State of Wisconsin Investment Board | 98,513 | $534.2 萬 | 0.01% | +84,880+622.6% | 加碼 |
| Rockefeller Capital Management L.P. | 97,961 | $531.2 萬 | 0.02% | +1,232+1.3% | 加碼 |
| Treasurer of the State of North Carolina | 94,478 | $512.4 萬 | 0.02% | +26,304+38.6% | 加碼 |
| Allianz Asset Management GmbH | 92,343 | $500.8 萬 | 0.01% | +92,343 | 新進 |
| Envestnet Asset Management Inc | 91,686 | $497.2 萬 | 0.00% | +5,619+6.5% | 加碼 |
| Cerity Partners LLC | 89,729 | $486.6 萬 | 0.01% | −6,648−6.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 89,423 | $484.9 萬 | 0.05% | −8,099−8.3% | 減碼 |