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 3 季 13F 持有人
H&R Block Inc 在 2024/9/30 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
- 544
- 較 2024 年第 2 季 +51 家
- 持有股數
- 1.25 億
- 較 2024 年第 2 季 +1,459 萬 (+13.3%)
- 總市值
- $79.2 億
- 較 2024 年第 2 季 +$19.5 億 (+32.7%)
- 新進機構
- 99
- 另有 172 家加碼
- 清倉機構
- 48
- 另有 174 家減碼
另有 5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 18,932,445 | $12.0 億 | 0.07% | −1,996,584−9.5% | 減碼 |
| BlackRock, Inc. | 16,176,903 | $10.3 億 | 0.02% | +16,176,903 | 新進 |
| Vanguard Group Inc | 14,217,331 | $9.04 億 | 0.02% | −485,498−3.3% | 減碼 |
| Charles Schwab Investment Management Inc | 4,936,829 | $3.14 億 | 0.06% | +255,354+5.5% | 加碼 |
| State Street Corp | 4,491,366 | $2.87 億 | 0.01% | −214,656−4.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,178,543 | $2.66 億 | 1.04% | +640,405+18.1% | 加碼 |
| Boston Partners | 2,840,233 | $1.80 億 | 0.21% | −413,493−12.7% | 減碼 |
| Geode Capital Management, LLC | 2,614,941 | $1.66 億 | 0.01% | −60,115−2.2% | 減碼 |
| Wellington Management Group LLP | 2,335,711 | $1.48 億 | 0.03% | −1,031,492−30.6% | 減碼 |
| Dimensional Fund Advisors LP | 2,305,109 | $1.46 億 | 0.04% | −179,308−7.2% | 減碼 |
| Pacer Advisors, Inc. | 2,258,297 | $1.44 億 | 0.31% | −479,893−17.5% | 減碼 |
| Morgan Stanley | 2,168,595 | $1.38 億 | 0.01% | +1,170,712+117.3% | 加碼 |
| Northern Trust Corp | 2,153,627 | $1.37 億 | 0.02% | −61,616−2.8% | 減碼 |
| AQR Capital Management LLC | 2,129,878 | $1.35 億 | 0.19% | −1,573−0.1% | 減碼 |
| Lazard Asset Management LLC | 1,889,445 | $1.20 億 | 0.16% | −373,631−16.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,818,583 | $1.16 億 | 0.10% | +268,285+17.3% | 加碼 |
| Bank of New York Mellon Corp | 1,636,818 | $1.04 億 | 0.02% | −111,277−6.4% | 減碼 |
| LSV Asset Management | 1,525,151 | $9,692 萬 | 0.21% | −50,340−3.2% | 減碼 |
| Norges Bank | 1,340,346 | $8,518 萬 | 0.01% | −330,455−19.8% | 減碼 |
| Invesco Ltd. | 1,244,273 | $7,907 萬 | 0.02% | +34,608+2.9% | 加碼 |
| Royal Bank of Canada | 1,232,283 | $7,831 萬 | 0.02% | −92,596−7.0% | 減碼 |
| Qube Research & Technologies Ltd | 1,130,149 | $7,182 萬 | 0.13% | +659,797+140.3% | 加碼 |
| NewEdge Wealth, LLC | 982,496 | $6,244 萬 | 1.13% | +24,907+2.6% | 加碼 |
| Price T Rowe Associates Inc | 972,342 | $6,179 萬 | 0.01% | +122,681+14.4% | 加碼 |
| Goldman Sachs Group Inc | 952,811 | $6,055 萬 | 0.01% | −548,845−36.5% | 減碼 |
| Bank of America Corp | 793,429 | $5,042 萬 | 0.00% | −76,344−8.8% | 減碼 |
| Nuveen Asset Management, LLC | 786,854 | $5,008 萬 | 0.01% | −51,834−6.2% | 減碼 |
| Wedge Capital Management L L P | 777,264 | $4,940 萬 | 0.85% | +732,359+1,630.9% | 加碼 |
| Clark Capital Management Group, Inc. | 758,713 | $4,822 萬 | 0.33% | +22,575+3.1% | 加碼 |
| JPMorgan Chase & Co | 754,287 | $4,793 萬 | 0.00% | +25,234+3.5% | 加碼 |
| UBS Asset Management Americas Inc | 698,101 | $4,436 萬 | 0.01% | +156,856+29.0% | 加碼 |
| Truist Financial Corp | 656,701 | $4,173 萬 | 0.07% | +631,629+2,519.3% | 加碼 |
| Envestnet Asset Management Inc | 587,982 | $3,737 萬 | 0.01% | +496,296+541.3% | 加碼 |
| Renaissance Technologies LLC | 570,100 | $3,623 萬 | 0.05% | +570,100 | 新進 |
| California Public Employees Retirement System | 564,200 | $3,585 萬 | 0.03% | −18,443−3.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 514,972 | $3,273 萬 | 0.03% | −200,251−28.0% | 減碼 |
| Blue Whale Capital LLP | 511,482 | $3,250 萬 | 2.53% | −231,018−31.1% | 減碼 |
| Victory Capital Management Inc | 499,541 | $3,175 萬 | 0.03% | −97,999−16.4% | 減碼 |
| Tudor Investment Corp Et Al | 476,239 | $3,026 萬 | 0.33% | +476,239 | 新進 |
| Prevatt Capital Ltd | 460,000 | $2,923 萬 | 9.72% | 00.0% | 不變 |
| First Trust Advisors LP | 429,134 | $2,727 萬 | 0.03% | +177,549+70.6% | 加碼 |
| Rhumbline Advisers | 410,311 | $2,608 萬 | 0.02% | −12,943−3.1% | 減碼 |
| SEI Investments Co | 337,654 | $2,146 萬 | 0.03% | +27,087+8.7% | 加碼 |
| Voya Investment Management LLC | 330,760 | $2,102 萬 | 0.02% | −51,086−13.4% | 減碼 |
| Retirement Systems of Alabama | 326,807 | $2,077 萬 | 0.08% | −29,030−8.2% | 減碼 |
| Principal Financial Group Inc | 323,552 | $2,056 萬 | 0.01% | −141,382−30.4% | 減碼 |
| Moran Wealth Management, LLC | 313,944 | $1,995 萬 | 0.61% | −5,770−1.8% | 減碼 |
| Bridgewater Associates, LP | 309,664 | $1,968 萬 | 0.11% | +151,978+96.4% | 加碼 |
| Millennium Management LLC | 290,515 | $1,846 萬 | 0.02% | +201,689+227.1% | 加碼 |
| Swedbank AB | 285,382 | $1,814 萬 | 0.02% | +69,414+32.1% | 加碼 |
| Legal & General Group Plc | 285,166 | $1,812 萬 | 0.00% | −236−0.1% | 減碼 |
| Storebrand Asset Management AS | 281,104 | $1,786 萬 | 0.06% | −45,642−14.0% | 減碼 |
| Swiss National Bank | 272,300 | $1,730 萬 | 0.01% | −2,200−0.8% | 減碼 |
| Alps Advisors Inc | 256,740 | $1,632 萬 | 0.11% | +54,324+26.8% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 255,400 | $1,623 萬 | 0.07% | −200−0.1% | 減碼 |
| Franklin Resources Inc | 250,280 | $1,518 萬 | 0.00% | +57,311+29.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 230,012 | $1,462 萬 | 0.03% | −13,635−5.6% | 減碼 |
| Citadel Advisors LLC | 229,899 | $1,461 萬 | 0.02% | −576,370−71.5% | 減碼 |
| American Century Companies Inc | 226,217 | $1,438 萬 | 0.01% | −50,141−18.1% | 減碼 |
| Ameriprise Financial Inc | 224,817 | $1,430 萬 | 0.00% | −6,738−2.9% | 減碼 |
| Cambria Investment Management, L.P. | 223,331 | $1,419 萬 | 0.85% | −3,559−1.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 217,792 | $1,384 萬 | 0.02% | −245,019−52.9% | 減碼 |
| Schroder Investment Management Group | 205,344 | $1,307 萬 | 0.01% | −82,667−28.7% | 減碼 |
| Alliancebernstein L.P. | 197,966 | $1,258 萬 | 0.00% | −14,955−7.0% | 減碼 |
| Financial Counselors Inc | 188,741 | $1,199 萬 | 0.18% | −2,986−1.6% | 減碼 |
| Great West Life Assurance Co | 187,273 | $1,191 萬 | 0.02% | +581+0.3% | 加碼 |
| Engineers Gate Manager LP | 186,902 | $1,188 萬 | 0.23% | +135,597+264.3% | 加碼 |
| Sound Income Strategies, LLC | 182,832 | $1,162 萬 | 0.75% | −25,401−12.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,273 | $1,133 萬 | 0.04% | +18,406+11.5% | 加碼 |
| UBS Group AG | 173,191 | $1,101 萬 | 0.00% | −89,863−34.2% | 減碼 |
| New York State Teachers Retirement System | 172,541 | $1,097 萬 | 0.02% | −4,787−2.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 168,323 | $1,070 萬 | 0.02% | −15,590−8.5% | 減碼 |
| Corebridge Financial, Inc. | 165,388 | $1,051 萬 | 0.06% | −11,423−6.5% | 減碼 |
| Royce & Associates LP | 164,556 | $1,046 萬 | 0.10% | −10,000−5.7% | 減碼 |
| Raymond James & Associates | 163,525 | $1,039 萬 | 0.01% | +1,024+0.6% | 加碼 |
| CI Private Wealth, LLC | 162,039 | $1,030 萬 | 0.02% | −84,954−34.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $967.3 萬 | 0.02% | +6,052+4.1% | 加碼 |
| California State Teachers Retirement System | 132,709 | $843.4 萬 | 0.01% | −4,237−3.1% | 減碼 |
| Cerity Partners LLC | 132,663 | $843.1 萬 | 0.02% | +42,934+47.8% | 加碼 |
| Empowered Funds, LLC | 129,891 | $825.5 萬 | 0.13% | +118,228+1,013.7% | 加碼 |
| Teacher Retirement System of Texas | 125,998 | $800.7 萬 | 0.04% | −49,089−28.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 119,394 | $758.7 萬 | 0.01% | +91,604+329.6% | 加碼 |
| Rodgers Brothers Inc. | 113,650 | $722.2 萬 | 0.92% | −3,700−3.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 112,810 | $716.9 萬 | 0.01% | −4,255−3.6% | 減碼 |
| Nordea Investment Management AB | 111,915 | $714.2 萬 | 0.01% | −4,477−3.8% | 減碼 |
| Comerica Bank | 108,740 | $691.0 萬 | 0.03% | +41,998+62.9% | 加碼 |
| Tectonic Advisors LLC | 107,718 | $684.5 萬 | 0.45% | +6,769+6.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 107,661 | $684.2 萬 | 0.02% | +7,190+7.2% | 加碼 |
| Treasurer of the State of North Carolina | 107,215 | $681.4 萬 | 0.03% | +12,737+13.5% | 加碼 |
| Wells Fargo & Company | 104,287 | $662.7 萬 | 0.00% | −7,535−6.7% | 減碼 |
| Winton Group Ltd | 104,271 | $662.6 萬 | 0.46% | +104,271 | 新進 |
| Allianz Asset Management GmbH | 104,082 | $661.4 萬 | 0.01% | +11,739+12.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 103,795 | $659.7 萬 | 0.12% | −12,734−10.9% | 減碼 |
| Crawford Investment Counsel Inc | 99,676 | $633.4 萬 | 0.11% | −1,101−1.1% | 減碼 |
| Los Angeles Capital Management LLC | 97,308 | $618.4 萬 | 0.02% | −74,293−43.3% | 減碼 |
| State of Wisconsin Investment Board | 96,158 | $611.1 萬 | 0.02% | −2,355−2.4% | 減碼 |
| Point72 Hong Kong Ltd | 95,425 | $606.4 萬 | 0.44% | +95,425 | 新進 |
| Segall Bryant & Hamill, LLC | 95,126 | $604.5 萬 | 0.08% | +95,126 | 新進 |
| New York State Common Retirement Fund | 94,279 | $599.1 萬 | 0.01% | −20,600−17.9% | 減碼 |
| Barclays PLC | 93,300 | $592.9 萬 | 0.00% | +7,238+8.4% | 加碼 |