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 |
|---|---|---|---|---|---|
| Chase Investment Counsel Corp | 21,000 | $113.8 萬 | 0.40% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 21,000 | $113.9 萬 | 0.31% | 00.0% | 不變 |
| US Bancorp | 21,049 | $114.1 萬 | 0.00% | +185+0.9% | 加碼 |
| Ceera Investments, LLC | 21,314 | $115.6 萬 | 0.49% | −435−2.0% | 減碼 |
| Seven Eight Capital, LP | 21,510 | $116.6 萬 | 0.12% | −15,660−42.1% | 減碼 |
| Savant Capital, LLC | 21,871 | $118.6 萬 | 0.01% | +21,871 | 新進 |
| QRG Capital Management, Inc. | 21,874 | $118.6 萬 | 0.01% | −9,493−30.3% | 減碼 |
| F/M Investments LLC | 22,056 | $119.3 萬 | 0.04% | +22,056 | 新進 |
| Susquehanna Fundamental Investments, LLC | 22,200 | $120.4 萬 | 0.03% | +22,200 | 新進 |
| Quent Capital, LLC | 23,056 | $125.0 萬 | 0.14% | +10.0% | 加碼 |
| Huber Capital Management LLC | 23,200 | $125.8 萬 | 0.29% | −118−0.5% | 減碼 |
| Pathstone Holdings, LLC | 23,534 | $127.8 萬 | 0.01% | +1,584+7.2% | 加碼 |
| Natixis Advisors, L.P. | 23,689 | $128.5 萬 | 0.00% | +738+3.2% | 加碼 |
| Advisory Research Inc | 23,714 | $128.6 萬 | 0.24% | +1,560+7.0% | 加碼 |
| Measured Wealth Private Client Group, LLC | 23,864 | $129.4 萬 | 0.45% | +4,469+23.0% | 加碼 |
| HSBC Holdings PLC | 24,348 | $131.4 萬 | 0.00% | +1,472+6.4% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $132.2 萬 | 0.05% | 00.0% | 不變 |
| Bank of Montreal | 24,467 | $132.7 萬 | 0.00% | +251+1.0% | 加碼 |
| Truist Financial Corp | 25,072 | $136.0 萬 | 0.00% | +18,148+262.1% | 加碼 |
| Kestra Advisory Services, LLC | 25,209 | $136.7 萬 | 0.01% | +642+2.6% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 21,664 | $137.3 萬 | 0.04% | +7,110+48.9% | 加碼 |
| Guggenheim Capital LLC | 25,585 | $138.7 萬 | 0.01% | −782−3.0% | 減碼 |
| Commonwealth Equity Services, LLC | 26,680 | $144.7 萬 | 0.00% | +8,671+48.1% | 加碼 |
| Intech Investment Management LLC | 26,776 | $145.2 萬 | 0.02% | −277−1.0% | 減碼 |
| Argyle Capital Management Inc. | 27,300 | $148.0 萬 | 0.61% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 27,790 | $150.7 萬 | 0.00% | +941+3.5% | 加碼 |
| Handelsbanken Fonder AB | 28,700 | $155.6 萬 | 0.01% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 29,024 | $157.4 萬 | 0.03% | −5,400−15.7% | 減碼 |
| Ontario Teachers Pension Plan Board | 29,097 | $157.8 萬 | 0.02% | −3,452−10.6% | 減碼 |
| GWM Advisors LLC | 29,220 | $158.5 萬 | 0.01% | +17,818+156.3% | 加碼 |
| Convergence Investment Partners, LLC | 29,550 | $160.3 萬 | 0.47% | +22+0.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 29,678 | $160.9 萬 | 0.06% | −1,089−3.5% | 減碼 |
| Prudential Financial Inc | 29,736 | $161.3 萬 | 0.00% | −22,566−43.1% | 減碼 |
| Cetera Investment Advisers | 30,315 | $164.4 萬 | 0.00% | −7,058−18.9% | 減碼 |
| Linden Thomas Advisory Services, LLC | 30,813 | $167.1 萬 | 0.26% | −73−0.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,926 | $167.7 萬 | 0.01% | +63+0.2% | 加碼 |
| New Mexico Educational Retirement Board | 31,100 | $168.7 萬 | 0.06% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 31,142 | $168.9 萬 | 0.04% | +23+0.1% | 加碼 |
| Glenmede Trust Co NA | 31,355 | $170.0 萬 | 0.01% | −55,321−63.8% | 減碼 |
| Illinois Municipal Retirement Fund | 32,428 | $175.9 萬 | 0.03% | +9,684+42.6% | 加碼 |
| Two Sigma Investments, LP | 33,013 | $179.0 萬 | 0.00% | +27,513+500.2% | 加碼 |
| Squarepoint Ops LLC | 33,550 | $181.9 萬 | 0.01% | −803,659−96.0% | 減碼 |
| State of Michigan Retirement System | 33,568 | $182.0 萬 | 0.01% | −700−2.0% | 減碼 |
| Cunning Capital Partners, LP | 37,575 | $203.8 萬 | 1.16% | 00.0% | 不變 |
| M&T Bank Corp | 38,026 | $206.3 萬 | 0.01% | −764−2.0% | 減碼 |
| Ritholtz Wealth Management | 38,575 | $209.2 萬 | 0.07% | −2,566−6.2% | 減碼 |
| Arizona State Retirement System | 39,060 | $211.8 萬 | 0.01% | −496−1.3% | 減碼 |
| Caxton Associates LP | 39,497 | $214.2 萬 | 0.08% | +29,117+280.5% | 加碼 |
| Louisiana State Employees Retirement System | 39,500 | $214.2 萬 | 0.04% | −700−1.7% | 減碼 |
| Citigroup Inc | 40,079 | $217.4 萬 | 0.00% | +4,432+12.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 40,796 | $221.2 萬 | 0.01% | +40,796 | 新進 |
| Macquarie Group Ltd | 41,063 | $222.7 萬 | 0.00% | +663+1.6% | 加碼 |
| Quantinno Capital Management LP | 41,129 | $223.0 萬 | 0.04% | +22,367+119.2% | 加碼 |
| Mariner, LLC | 41,240 | $223.6 萬 | 0.00% | −3,995−8.8% | 減碼 |
| Kendall Capital Management | 42,290 | $229.3 萬 | 0.76% | +11,285+36.4% | 加碼 |
| Human Investing LLC | 42,944 | $232.9 萬 | 0.45% | −1,607−3.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,519 | $236.0 萬 | 0.01% | −286−0.7% | 減碼 |
| TrimTabs Asset Management, LLC | 44,049 | $238.9 萬 | 0.59% | +11,814+36.6% | 加碼 |
| Wedge Capital Management L L P | 44,905 | $243.5 萬 | 0.04% | −4,555−9.2% | 減碼 |
| State of Alaska, Department of Revenue | 45,138 | $244.6 萬 | 0.03% | 00.0% | 不變 |
| Optimist Retirement Group LLC | 45,436 | $246.4 萬 | 1.29% | −4,593−9.2% | 減碼 |
| Creative Planning | 46,185 | $250.5 萬 | 0.00% | −2,346−4.8% | 減碼 |
| Commerce Bank | 46,566 | $252.5 萬 | 0.02% | −169−0.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 46,939 | $254.6 萬 | 0.22% | +28,349+152.5% | 加碼 |
| Tealwood Asset Management Inc | 47,375 | $256.9 萬 | 1.55% | −228−0.5% | 減碼 |
| Agf Management Ltd | 48,045 | $260.5 萬 | 0.01% | +1,398+3.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 48,800 | $264.6 萬 | 0.01% | −9,200−15.9% | 減碼 |
| Auxier Asset Management | 49,530 | $268.6 萬 | 0.43% | −25−0.1% | 減碼 |
| State of Tennessee, Treasury Department | 51,000 | $276.6 萬 | 0.01% | +6,000+13.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 50,998 | $276.6 萬 | 0.02% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 51,091 | $277.1 萬 | 0.01% | −30,431−37.3% | 減碼 |
| Engineers Gate Manager LP | 51,305 | $278.2 萬 | 0.06% | +21,914+74.6% | 加碼 |
| Advisor Group Holdings, Inc. | 51,908 | $281.5 萬 | 0.01% | −749−1.4% | 減碼 |
| Monument Capital Management | 52,139 | $282.7 萬 | 0.83% | +1,546+3.1% | 加碼 |
| Rings Capital Management LLC | 53,000 | $287.4 萬 | 1.50% | 00.0% | 不變 |
| SG Americas Securities, LLC | 54,248 | $294.2 萬 | 0.02% | +54,248 | 新進 |
| Burney Co | 57,327 | $310.9 萬 | 0.12% | +349+0.6% | 加碼 |
| Yousif Capital Management, LLC | 59,946 | $325.1 萬 | 0.04% | −5,745−8.7% | 減碼 |
| Alaska Permanent Fund Corp | 56,639 | $328.2 萬 | 0.05% | −5,450−8.8% | 減碼 |
| Janus Henderson Group PLC | 61,647 | $334.5 萬 | 0.00% | −32,623−34.6% | 減碼 |
| Jane Street Group, LLC | 61,915 | $335.8 萬 | 0.00% | −18,929−23.4% | 減碼 |
| Round Hill Asset Management | 62,228 | $337.5 萬 | 2.15% | −1,071−1.7% | 減碼 |
| Public Employees Retirement System of Ohio | 62,364 | $338.2 萬 | 0.01% | +702+1.1% | 加碼 |
| Stifel Financial Corp | 63,981 | $347.0 萬 | 0.00% | +1,332+2.1% | 加碼 |
| Comerica Bank | 66,742 | $361.9 萬 | 0.02% | −5,684−7.8% | 減碼 |
| PGGM Investments | 69,076 | $374.6 萬 | 0.05% | +1,005+1.5% | 加碼 |
| Ensign Peak Advisors, Inc | 71,767 | $389.2 萬 | 0.01% | +25,225+54.2% | 加碼 |
| MetLife Investment Management | 74,715 | $405.2 萬 | 0.02% | −5,854−7.3% | 減碼 |
| LPL Financial LLC | 76,252 | $413.5 萬 | 0.00% | −3,465−4.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 77,291 | $413.7 萬 | 0.02% | +18,481+31.4% | 加碼 |
| Mutual of America Capital Management LLC | 79,888 | $433.2 萬 | 0.05% | −3,247−3.9% | 減碼 |
| Brandywine Global Investment Management, LLC | 82,369 | $446.7 萬 | 0.03% | +41,443+101.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 83,985 | $455.5 萬 | 0.23% | −4,038−4.6% | 減碼 |
| Alberta Investment Management Corp | 85,300 | $462.6 萬 | 0.05% | +28,500+50.2% | 加碼 |
| Barclays PLC | 86,062 | $466.7 萬 | 0.00% | −92,225−51.7% | 減碼 |
| Thrivent Financial for Lutherans | 87,618 | $475.1 萬 | 0.01% | +52,654+150.6% | 加碼 |
| Amalgamated Bank | 87,661 | $475.4 萬 | 0.04% | −11,801−11.9% | 減碼 |
| Millennium Management LLC | 88,826 | $481.7 萬 | 0.00% | +69,847+368.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 89,423 | $484.9 萬 | 0.05% | −8,099−8.3% | 減碼 |
| Cerity Partners LLC | 89,729 | $486.6 萬 | 0.01% | −6,648−6.9% | 減碼 |