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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 7,130 | $38.7 萬 | 0.00% | +475+7.1% | 加碼 |
| Moody Lynn & Lieberson, LLC | 7,137 | $38.7 萬 | 0.03% | 00.0% | 不變 |
| Bank of Nova Scotia | 7,207 | $39.1 萬 | 0.00% | +251+3.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 7,279 | $39.5 萬 | 0.00% | +2,048+39.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 7,329 | $39.7 萬 | 0.02% | +343+4.9% | 加碼 |
| Lecap Asset Management Ltd | 7,393 | $40.1 萬 | 0.09% | +7,393 | 新進 |
| Utah Retirement Systems | 7,400 | $40.1 萬 | 0.00% | −600−7.5% | 減碼 |
| SageView Advisory Group, LLC | 7,572 | $41.1 萬 | 0.02% | −2,394−24.0% | 減碼 |
| Burns Matteson Capital Management, LLC | 7,646 | $41.5 萬 | 0.26% | −749−8.9% | 減碼 |
| Dorsey Wright & Associates | 7,813 | $42.4 萬 | 0.11% | −29,459−79.0% | 減碼 |
| Balyasny Asset Management LLC | 8,134 | $44.1 萬 | 0.00% | −3,453−29.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,227 | $44.6 萬 | 0.03% | 00.0% | 不變 |
| Gladius Capital Management LP | 8,262 | $44.8 萬 | 0.45% | +5,637+214.7% | 加碼 |
| 1620 Investment Advisors, Inc. | 8,425 | $45.7 萬 | 0.35% | 00.0% | 不變 |
| Group One Trading, L.P. | 8,503 | $46.1 萬 | 0.01% | +8,503 | 新進 |
| Captrust Financial Advisors | 8,524 | $46.2 萬 | 0.00% | +2,972+53.5% | 加碼 |
| Tradewinds, LLC. | 8,581 | $46.5 萬 | 0.14% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 8,642 | $46.9 萬 | 0.18% | +203+2.4% | 加碼 |
| Wedmont Private Capital | 8,929 | $47.7 萬 | 0.03% | +639+7.7% | 加碼 |
| MAI Capital Management | 8,815 | $47.8 萬 | 0.00% | −306−3.4% | 減碼 |
| Boston Family Office LLC | 9,000 | $48.8 萬 | 0.04% | 00.0% | 不變 |
| Verition Fund Management LLC | 9,091 | $49.3 萬 | 0.00% | +9,091 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 9,104 | $49.4 萬 | 0.21% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 9,188 | $49.8 萬 | 0.07% | +533+6.2% | 加碼 |
| Chesley Taft & Associates LLC | 9,400 | $51.0 萬 | 0.03% | −222−2.3% | 減碼 |
| TownSquare Capital, LLC | 9,437 | $51.2 萬 | 0.01% | +133+1.4% | 加碼 |
| Neuberger Berman Group LLC | 9,515 | $51.6 萬 | 0.00% | +2,917+44.2% | 加碼 |
| First Citizens Bank & Trust Co | 9,823 | $53.3 萬 | 0.01% | −2,287−18.9% | 減碼 |
| Fulton Breakefield Broenniman LLC | 10,020 | $54.3 萬 | 0.04% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $54.5 萬 | 0.01% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 10,090 | $54.7 萬 | 0.00% | −345−3.3% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 10,122 | $54.9 萬 | 1.37% | −4,254−29.6% | 減碼 |
| Farther Finance Advisors, LLC | 10,090 | $55.2 萬 | 0.03% | −104−1.0% | 減碼 |
| Sunbelt Securities, Inc. | 10,263 | $55.7 萬 | 0.06% | 00.0% | 不變 |
| Fifth Third Bancorp | 10,555 | $57.2 萬 | 0.00% | +128+1.2% | 加碼 |
| D.A. Davidson & Co. | 10,735 | $58.2 萬 | 0.01% | +214+2.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 10,837 | $59.1 萬 | 0.01% | +4,583+73.3% | 加碼 |
| United Services Automobile Association | 10,903 | $59.1 萬 | 0.01% | −325−2.9% | 減碼 |
| Susquehanna International Group, LLP | 11,016 | $59.7 萬 | 0.00% | +2,065+23.1% | 加碼 |
| Keybank National Association | 11,031 | $59.8 萬 | 0.00% | −20,873−65.4% | 減碼 |
| Securian Asset Management, Inc | 11,128 | $60.3 萬 | 0.02% | −345−3.0% | 減碼 |
| New Vernon Capital Holdings II LLC | 11,314 | $61.4 萬 | 0.33% | −5,243−31.7% | 減碼 |
| Toroso Investments, LLC | 11,459 | $62.1 萬 | 0.01% | −4,758−29.3% | 減碼 |
| AE Wealth Management LLC | 11,557 | $62.7 萬 | 0.01% | −623−5.1% | 減碼 |
| Maryland State Retirement & Pension System | 11,587 | $62.8 萬 | 0.01% | 00.0% | 不變 |
| RMB Capital Management, LLC | 11,632 | $63.1 萬 | 0.02% | 00.0% | 不變 |
| Empowered Funds, LLC | 11,663 | $63.2 萬 | 0.01% | +4,228+56.9% | 加碼 |
| Brown Advisory Inc | 11,757 | $63.8 萬 | 0.00% | +35+0.3% | 加碼 |
| CSS LLC | 11,948 | $64.8 萬 | 0.05% | −3,500−22.7% | 減碼 |
| Integrated Wealth Concepts LLC | 12,177 | $66.0 萬 | 0.01% | +128+1.1% | 加碼 |
| Aviso Wealth Management | 12,417 | $67.3 萬 | 0.40% | −125−1.0% | 減碼 |
| Strategic Financial Concepts, LLC | 40,034 | $68.9 萬 | 0.00% | +40,034 | 新進 |
| Ethic Inc. | 13,379 | $72.6 萬 | 0.02% | +2,315+20.9% | 加碼 |
| Centiva Capital, LP | 13,460 | $73.0 萬 | 0.04% | +4,051+43.1% | 加碼 |
| TCM Advisors, LLC | – | $73.2 萬 | 0.64% | – | – |
| Algert Global LLC | 14,053 | $76.2 萬 | 0.03% | +14,053 | 新進 |
| Russell Investments Group, Ltd. | 14,078 | $76.3 萬 | 0.00% | −35,572−71.6% | 減碼 |
| AXA S.A. | 14,300 | $77.5 萬 | 0.00% | 00.0% | 不變 |
| Range Financial Group LLC | 14,753 | $80.0 萬 | 0.41% | −367−2.4% | 減碼 |
| RBF Capital, LLC | 15,000 | $81.3 萬 | 0.05% | 00.0% | 不變 |
| HighTower Advisors, LLC | 15,179 | $82.5 萬 | 0.00% | −4,196−21.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 15,241 | $82.7 萬 | 0.00% | −308−2.0% | 減碼 |
| Legacy Bridge, LLC | 15,277 | $82.8 萬 | 0.49% | 00.0% | 不變 |
| Park Avenue Securities LLC | 15,554 | $84.4 萬 | 0.01% | +617+4.1% | 加碼 |
| Wolverine Trading, LLC | 15,758 | $85.5 萬 | 0.01% | +15,758 | 新進 |
| Versor Investments LP | 15,760 | $85.5 萬 | 0.16% | +15,760 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 15,868 | $86.1 萬 | 0.00% | +5,571+54.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 16,171 | $87.7 萬 | 0.00% | +36+0.2% | 加碼 |
| Baird Financial Group, Inc. | 16,264 | $88.2 萬 | 0.00% | +3,489+27.3% | 加碼 |
| Axiom Advisory, LLC | 17,766 | $88.4 萬 | 0.01% | +17,766 | 新進 |
| CWM, LLC | 16,319 | $88.5 萬 | 0.00% | +11,917+270.7% | 加碼 |
| JustInvest LLC | 16,413 | $89.0 萬 | 0.02% | +1,194+7.8% | 加碼 |
| Bridgefront Capital, LLC | 16,467 | $89.3 萬 | 0.37% | +1,771+12.1% | 加碼 |
| Rockland Trust Co | 16,666 | $90.4 萬 | 0.05% | 00.0% | 不變 |
| MML Investors Services, LLC | 16,718 | $90.7 萬 | 0.00% | −582−3.4% | 減碼 |
| New York Life Investment Management LLC | 16,830 | $91.3 萬 | 0.01% | +958+6.0% | 加碼 |
| RSM US Wealth Management LLC | 16,734 | $91.6 萬 | 0.02% | +8,134+94.6% | 加碼 |
| Pictet Asset Management Holding SA | 17,058 | $92.5 萬 | 0.00% | −222−1.3% | 減碼 |
| Federated Hermes, Inc. | 17,321 | $93.9 萬 | 0.00% | −1,185−6.4% | 減碼 |
| Carlson Capital Management | 17,400 | $94.4 萬 | 0.04% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 17,529 | $95.1 萬 | 0.32% | +449+2.6% | 加碼 |
| Vident Advisory, LLC | 17,661 | $95.8 萬 | 0.03% | +5,740+48.2% | 加碼 |
| Ascent Group, LLC | 17,877 | $96.9 萬 | 0.08% | −574−3.1% | 減碼 |
| True Wealth Design, LLC | 17,956 | $97.4 萬 | 0.24% | −128−0.7% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $97.6 萬 | 0.12% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 18,075 | $98.0 萬 | 0.00% | +1,730+10.6% | 加碼 |
| Invst, LLC | 18,015 | $98.6 萬 | 0.11% | +998+5.9% | 加碼 |
| Cresset Asset Management, LLC | 18,108 | $98.6 萬 | 0.00% | +4,806+36.1% | 加碼 |
| Sanctuary Advisors, LLC | 21,249 | $98.8 萬 | 0.01% | +21,249 | 新進 |
| GTS Securities LLC | 18,405 | $99.8 萬 | 0.02% | +18,405 | 新進 |
| KBC Group NV | 18,584 | $100.8 萬 | 0.00% | +15,459+494.7% | 加碼 |
| Ifrah Financial Services, Inc. | 18,654 | $101.2 萬 | 0.29% | −1,941−9.4% | 減碼 |
| VCI Wealth Management LLC | 18,750 | $101.7 萬 | 0.50% | +5,972+46.7% | 加碼 |
| Entropy Technologies, LP | 18,755 | $101.7 萬 | 0.11% | +18,755 | 新進 |
| Xponance, Inc. | 18,846 | $102.2 萬 | 0.01% | −9,396−33.3% | 減碼 |
| Kessler Investment Group, LLC | 18,984 | $103.0 萬 | 0.56% | +18,984 | 新進 |
| Vestcor Inc | 19,111 | $103.6 萬 | 0.04% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 19,746 | $107.1 萬 | 0.00% | −448−2.2% | 減碼 |
| Wealthfront Advisers LLC | 19,950 | $108.2 萬 | 0.00% | −848−4.1% | 減碼 |
| Davy Global Fund Management Ltd | 20,755 | $112.6 萬 | 0.13% | −8,919−30.1% | 減碼 |