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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1,882 | $10.2 萬 | 0.07% | +111+6.3% | 加碼 |
| North Star Investment Management Corp. | 1,978 | $10.7 萬 | 0.01% | +1+0.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,226 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 2,200 | $12.0 萬 | 0.00% | −200−8.3% | 減碼 |
| Bessemer Group Inc | 2,240 | $12.2 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 2,283 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 2,303 | $12.5 萬 | 0.02% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 2,339 | $12.7 萬 | 0.00% | +2,339 | 新進 |
| Ci Investments Inc. | 2,385 | $12.9 萬 | 0.00% | −332−12.2% | 減碼 |
| Signaturefd, LLC | 2,402 | $13.0 萬 | 0.00% | −1,107−31.5% | 減碼 |
| Global Retirement Partners, LLC | 2,449 | $13.3 萬 | 0.00% | +5+0.2% | 加碼 |
| Banque Cantonale Vaudoise | 2,538 | $13.8 萬 | 0.01% | +142+5.9% | 加碼 |
| Allworth Financial LP | 2,475 | $13.8 萬 | 0.00% | −48−1.9% | 減碼 |
| Paladin Advisory Group, LLC | 3,584 | $19.6 萬 | 0.15% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,705 | $20.1 萬 | 0.01% | +2,641+248.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,718 | $20.2 萬 | 0.01% | +3,718 | 新進 |
| Next Level Private LLC | 3,735 | $20.3 萬 | 0.09% | −673−15.3% | 減碼 |
| Gries Financial LLC | 3,758 | $20.4 萬 | 0.04% | +3,758 | 新進 |
| Taylor Hoffman Wealth Management | 3,772 | $20.6 萬 | 0.08% | +3,772 | 新進 |
| Ronald Blue Trust, Inc. | 4,263 | $20.9 萬 | 0.00% | +1,271+42.5% | 加碼 |
| CIBC Asset Management Inc | 3,900 | $21.1 萬 | 0.00% | −307−7.3% | 減碼 |
| Smartleaf Asset Management LLC | 3,967 | $21.2 萬 | 0.03% | −31−0.8% | 減碼 |
| Retirement Planning Group | 3,931 | $21.3 萬 | 0.01% | +3,931 | 新進 |
| DGS Capital Management, LLC | 3,953 | $21.4 萬 | 0.06% | +3,953 | 新進 |
| Belmont Capital, LLC | 4,000 | $21.7 萬 | 0.04% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 4,024 | $21.8 萬 | 0.00% | −122−2.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 4,043 | $21.9 萬 | 0.02% | +4,043 | 新進 |
| Thrive Wealth Management, LLC | 4,040 | $21.9 萬 | 0.04% | +4,040 | 新進 |
| Martingale Asset Management L P | 4,040 | $21.9 萬 | 0.00% | −767−16.0% | 減碼 |
| Profund Advisors LLC | 4,047 | $21.9 萬 | 0.01% | −1,471−26.7% | 減碼 |
| Buckingham Strategic Partners | 4,061 | $22.0 萬 | 0.01% | +4,061 | 新進 |
| Armstrong Advisory Group, Inc | 4,110 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| Barnett & Company, Inc. | 4,120 | $22.3 萬 | 0.16% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 4,180 | $22.7 萬 | 0.00% | +4,180 | 新進 |
| Pinnacle Associates Ltd | 4,221 | $22.9 萬 | 0.00% | −106−2.4% | 減碼 |
| Eagle Bay Advisors LLC | 4,220 | $23.0 萬 | 0.14% | −815−16.2% | 減碼 |
| Guyasuta Investment Advisors Inc | 4,800 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Omers Administration Corp | 4,300 | $23.3 萬 | 0.00% | +4,300 | 新進 |
| Bleakley Financial Group, LLC | 4,319 | $23.4 萬 | 0.01% | −1,516−26.0% | 減碼 |
| Simplicity Wealth,LLC | 4,319 | $23.4 萬 | 0.01% | −1,510−25.9% | 減碼 |
| Westshore Wealth, LLC | 4,320 | $23.4 萬 | 0.10% | −83−1.9% | 減碼 |
| NDVR, Inc. | 4,323 | $23.4 萬 | 0.24% | −7−0.2% | 減碼 |
| Umb Bank N A | 4,350 | $23.6 萬 | 0.00% | +54+1.3% | 加碼 |
| TD Private Client Wealth LLC | 4,381 | $23.8 萬 | 0.01% | +366+9.1% | 加碼 |
| BCS Wealth Management | 4,611 | $25.0 萬 | 0.12% | 00.0% | 不變 |
| Fort, L.P. | 4,611 | $25.0 萬 | 0.64% | +4,611 | 新進 |
| PFG Investments, LLC | 4,625 | $25.1 萬 | 0.02% | +21+0.5% | 加碼 |
| Resources Investment Advisors, LLC. | 4,636 | $25.1 萬 | 0.00% | +87+1.9% | 加碼 |
| Globeflex Capital L P | 4,663 | $25.3 萬 | 0.03% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 4,680 | $25.4 萬 | 0.01% | −16−0.3% | 減碼 |
| Two Sigma Advisers, LP | 4,700 | $25.5 萬 | 0.00% | +4,700 | 新進 |
| Fifth Third Wealth Advisors LLC | 4,744 | $25.7 萬 | 0.02% | +4,744 | 新進 |
| Walleye Trading LLC | 4,766 | $25.8 萬 | 0.01% | −311−6.1% | 減碼 |
| Intrust Bank NA | 4,826 | $26.2 萬 | 0.03% | +94+2.0% | 加碼 |
| Man Group plc | 4,907 | $26.6 萬 | 0.00% | −381,336−98.7% | 減碼 |
| Level Four Advisory Services, LLC | 4,954 | $26.9 萬 | 0.01% | +27+0.5% | 加碼 |
| Sherbrooke Park Advisers LLC | 4,958 | $26.9 萬 | 0.05% | +4,958 | 新進 |
| Roof Eidam & Maycock | 5,000 | $27.1 萬 | 0.07% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,000 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,000 | $27.1 萬 | 0.03% | 00.0% | 不變 |
| Alpha Omega Wealth Management LLC | 5,029 | $27.3 萬 | 0.05% | −82−1.6% | 減碼 |
| Woodmont Investment Counsel LLC | 5,043 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 5,055 | $27.4 萬 | 0.06% | 00.0% | 不變 |
| Walleye Capital LLC | 5,087 | $27.6 萬 | 0.00% | −53,975−91.4% | 減碼 |
| Washington Trust Co | 5,100 | $27.7 萬 | 0.01% | 00.0% | 不變 |
| Laurion Capital Management LP | 5,116 | $27.7 萬 | 0.01% | +5,116 | 新進 |
| Bayesian Capital Management, LP | 5,127 | $27.8 萬 | 0.03% | +5,127 | 新進 |
| CAPROCK Group, Inc. | 5,156 | $28.1 萬 | 0.01% | +5,156 | 新進 |
| Brinker Capital Investments, LLC | 5,221 | $28.3 萬 | 0.00% | +5,221 | 新進 |
| Orion Portfolio Solutions, LLC | 5,221 | $28.3 萬 | 0.00% | +5,221 | 新進 |
| Rain Capital Management, LLC | 5,707 | $28.3 萬 | 0.20% | +27+0.5% | 加碼 |
| Kingsview Wealth Management, LLC | 5,257 | $28.5 萬 | 0.01% | −1,250−19.2% | 減碼 |
| Jefferies Financial Group Inc. | 5,280 | $28.6 萬 | 0.01% | −6,220−54.1% | 減碼 |
| IHT Wealth Management, LLC | 5,298 | $28.7 萬 | 0.01% | +9+0.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 5,364 | $29.1 萬 | 0.00% | +5,364 | 新進 |
| TrueMark Investments, LLC | 5,414 | $29.4 萬 | 0.10% | +5,414 | 新進 |
| Tower Research Capital LLC (TRC) | 5,474 | $29.7 萬 | 0.01% | −7,859−58.9% | 減碼 |
| EMC Capital Management | 5,512 | $29.9 萬 | 0.17% | 00.0% | 不變 |
| Shelton Capital Management | 5,572 | $30.2 萬 | 0.01% | −635−10.2% | 減碼 |
| Brown Capital Management LLC | 5,585 | $30.3 萬 | 0.01% | +5,585 | 新進 |
| Arnhold LLC | 5,600 | $30.4 萬 | 0.03% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 5,686 | $31.0 萬 | 0.02% | +5,686 | 新進 |
| My Legacy Advisors, LLC | 5,725 | $31.0 萬 | 0.10% | +695+13.8% | 加碼 |
| Merit Financial Group, LLC | 5,976 | $32.4 萬 | 0.01% | +5,976 | 新進 |
| Park National Corp | 6,057 | $32.8 萬 | 0.01% | −300−4.7% | 減碼 |
| ClearAlpha Technologies LP | 6,133 | $33.3 萬 | 0.13% | −2,088−25.4% | 減碼 |
| Proequities, Inc. | 6,104 | $33.3 萬 | 0.02% | +235+4.0% | 加碼 |
| Simplex Trading, LLC | 6,146 | $33.3 萬 | 0.01% | +6,146 | 新進 |
| Principal Securities, Inc. | 6,162 | $33.4 萬 | 0.01% | +1,842+42.6% | 加碼 |
| True Vision MN LLC | 6,234 | $34.0 萬 | 0.22% | +6,234 | 新進 |
| National Bank of Canada | 6,248 | $34.2 萬 | 0.00% | +3,721+147.2% | 加碼 |
| Private Advisor Group, LLC | 6,317 | $34.3 萬 | 0.00% | −1,089−14.7% | 減碼 |
| Avantax Advisory Services, Inc. | 6,558 | $35.6 萬 | 0.00% | +6,558 | 新進 |
| ProShare Advisors LLC | 6,581 | $35.7 萬 | 0.00% | −225−3.3% | 減碼 |
| Csenge Advisory Group | 6,723 | $36.5 萬 | 0.02% | +550+8.9% | 加碼 |
| Gallacher Capital Management LLC | 6,787 | $36.8 萬 | 0.19% | −12,092−64.1% | 減碼 |
| Focus Financial Network, Inc. | 6,593 | $37.1 萬 | 0.02% | +37+0.6% | 加碼 |
| Waldron Private Wealth LLC | 6,944 | $37.9 萬 | 0.02% | +36+0.5% | 加碼 |
| Jump Financial, LLC | 7,000 | $38.0 萬 | 0.01% | −14,000−66.7% | 減碼 |
| Pallas Capital Advisors LLC | 6,886 | $38.2 萬 | 0.02% | +6,886 | 新進 |