H&R Block Inc

HRB

交易所: NYSE
產業: Services-Personal Services
SEC CIK: 0000012659

SEC 申報列表（在新分頁開啟）

近 90 天，H&R Block Inc 內部人申報 0 筆公開市場買進、1 筆賣出；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 季與 2024 年第 2 季比較

持有 H&R Block Inc 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人 2024 年第 2 季全部持有人

HRB 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目	2024 年第 2 季	其中尚未申報 2024 年第 3 季	2024 年第 3 季	變化
持有家數	498	5	544	+51
股數	1.26 億	1,633 萬	1.25 億	+1,459 萬 (+13.3%)
市值	$68.5 億	$8.86 億	$79.2 億	+$19.5 億 (+32.7%)

5 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（99 家）

2024 年第 3 季季末持有 H&R Block Inc、2024 年第 2 季季末沒有持有的機構。

2024 年第 3 季新進 HRB 的機構
機構	股數	市值	佔組合 %
BlackRock, Inc.	16,176,903	$10.3 億	0.02%
Renaissance Technologies LLC	570,100	$3,623 萬	0.05%
Tudor Investment Corp Et Al	476,239	$3,026 萬	0.33%
Winton Group Ltd	104,271	$662.6 萬	0.46%
Point72 Hong Kong Ltd	95,425	$606.4 萬	0.44%
Segall Bryant & Hamill, LLC	95,126	$604.5 萬	0.08%
PEAK6 Investments LLC	88,097	$559.9 萬	0.28%
Caisse de Depot Et Placement du Quebec	82,600	$524.9 萬	0.01%
Janney Montgomery Scott LLC	66,125	$420.2 萬	0.01%
EAM Investors, LLC	63,595	$404.1 萬	0.60%
Teza Capital Management LLC	42,774	$271.8 萬	0.30%
Acadian Asset Management LLC	42,622	$270.6 萬	0.01%
Capital Fund Management S.A.	40,031	$254.4 萬	0.03%
Zacks Investment Management	32,904	$209.1 萬	0.02%
Dynamic Technology Lab Private Ltd	30,343	$192.8 萬	0.20%
Point72 Asset Management, L.P.	28,652	$182.1 萬	0.01%
STRS Ohio	26,363	$167.5 萬	0.01%
LGT Group Foundation	24,859	$156.2 萬	0.03%
Sterling Capital Management LLC	23,112	$146.9 萬	0.02%
Nebula Research & Development LLC	21,956	$139.5 萬	0.17%
Asset Management One Co.,Ltd.	19,519	$124.0 萬	0.00%
Gsa Capital Partners LLP	18,230	$115.9 萬	0.09%
Maverick Capital Ltd大師Maverick 資本	18,051	$114.7 萬	0.02%
Employees Retirement System of Texas	17,406	$110.6 萬	0.01%
Hancock Whitney Corp	15,662	$99.5 萬	0.03%
Quantedge Capital Pte Ltd	13,000	$82.6 萬	0.25%
Affinity Wealth Management LLC	12,691	$80.7 萬	0.14%
Point72 (DIFC) Ltd	11,617	$73.8 萬	0.06%
IMC-Chicago, LLC	11,589	$73.6 萬	0.02%
CWA Asset Management Group, LLC	11,507	$73.1 萬	0.04%
Inceptionr LLC	10,627	$67.5 萬	0.16%
Qsemble Capital Management, LP	9,289	$59.0 萬	0.11%
Ieq Capital, LLC	8,947	$56.9 萬	0.01%
Patriot Financial Group Insurance Agency, LLC	8,927	$56.7 萬	0.08%
Credit Agricole S A	8,606	$54.7 萬	0.00%
CWC Advisors, LLC.	7,963	$50.6 萬	0.50%
Baader Bank INC	7,295	$46.4 萬	0.04%
Oppenheimer & Co Inc	7,250	$46.1 萬	0.01%
Colony Group, LLC	7,067	$44.9 萬	0.00%
Spears Abacus Advisors LLC	6,895	$43.8 萬	0.01%
Shell Asset Management Co	6,456	$41.0 萬	0.02%
WBI Investments	6,344	$40.3 萬	0.10%
nVerses Capital, LLC	6,200	$39.4 萬	0.18%
Hilltop Holdings Inc.	6,177	$39.3 萬	0.03%
International Assets Investment Management, LLC	24,785	$39.0 萬	0.00%
Wiley Bros.-Aintree Capital, LLC	5,997	$38.1 萬	0.01%
Lindenwold Advisors	5,523	$35.1 萬	0.18%
Prosperity Consulting Group, LLC	5,491	$34.9 萬	0.03%
Silver Coast Investments LLC	4,576	$29.1 萬	0.11%
AlphaStar Capital Management, LLC	3,945	$25.1 萬	0.02%
Strategy Asset Managers LLC	3,864	$24.6 萬	0.05%
Hyperion Capital Advisors LP	3,800	$24.1 萬	0.11%
Valeo Financial Advisors, LLC	3,634	$23.1 萬	0.01%
Colonial River Wealth Management, LLC	3,592	$22.8 萬	0.11%
Axxcess Wealth Management, LLC	3,572	$22.7 萬	0.01%
Prossimo Advisors, LLC	3,550	$22.6 萬	0.17%
Taylor Hoffman Capital Management LLC	3,772	$22.5 萬	0.09%
Venture Visionary Partners LLC	3,500	$22.2 萬	0.01%
Meiji Yasuda Asset Management Co Ltd.	3,435	$21.8 萬	0.01%
Applied Finance Capital Management, LLC	3,380	$21.5 萬	0.01%
HighPoint Advisor Group LLC	3,571	$21.3 萬	0.01%
Forum Financial Management, LP	3,271	$20.8 萬	0.00%
Rafferty Asset Management, LLC	3,218	$20.5 萬	0.00%
Dark Forest Capital Management LP	3,217	$20.4 萬	0.03%
Paloma Partners Management Co	3,212	$20.4 萬	0.01%
Trustmark National Bank Trust Department	3,201	$20.3 萬	0.02%
Kaizen Financial Strategies	3,199	$20.3 萬	0.12%
Lido Advisors, LLC	3,197	$20.3 萬	0.00%
Evergreen Capital Management LLC	3,175	$20.3 萬	0.01%
Marex Group plc	3,182	$20.2 萬	0.00%
Pensionmark Financial Group, LLC	3,165	$20.1 萬	0.01%
Bryn Mawr Trust Co	2,661	$16.9 萬	0.00%
Capital Performance Advisors LLP	1,898	$12.1 萬	0.04%
Danske Bank A/S	1,500	$9.53 萬	0.00%
Sage Rock Capital Management LP	1,100	$6.99 萬	0.31%
GeoWealth Management, LLC	862	$5.48 萬	0.00%
Friedenthal Financial	773	$4.91 萬	0.03%
Harbor Capital Advisors, Inc.	637	$4.00 萬	0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.	549	$3.49 萬	0.01%
Darwin Advisors, LLC	539	$3.43 萬	0.01%
Eastern Bank	400	$2.54 萬	0.00%
Skopos Labs, Inc.	294	$1.87 萬	0.01%
FSA Wealth Management LLC	167	$1.06 萬	0.00%
Legacy Investment Solutions, LLC	158	$9,379	0.01%
Legacy Wealth Managment, LLC	158	$9,379	0.01%
Motco	145	$9,215	0.00%
Hollencrest Capital Management	111	$7,054	0.00%
Reston Wealth Management LLC	97	$6,164	0.00%
Clean Yield Group	78	$4,957	0.00%
Laurel Wealth Advisors LLC	75	$4,767	0.00%
Strategic Investment Solutions, Inc.	52	$3,305	0.00%
Hemington Wealth Management	49	$2,000	0.00%
Ashton Thomas Securities, LLC	23	$1,462	0.00%
Picton Mahoney Asset Management	18	$1,000	0.00%
State of Wyoming	9	$572	0.00%
Annapolis Financial Services, LLC	9	$548	0.00%
West Branch Capital LLC	8	$509	0.00%
Claris Advisors, LLC	8	$508	0.00%
CoreCap Advisors, LLC	4	$254	0.00%

清倉機構（48 家）

2024 年第 2 季季末持有 H&R Block Inc、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 HRB 的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
Voloridge Investment Management, LLC	657,571	$3,566 萬
Ibex Wealth Advisors	188,637	$1,023 萬
Trexquant Investment LP	141,274	$766.1 萬
Public Employees Retirement System of Ohio	62,364	$338.2 萬
Healthcare of Ontario Pension Plan Trust Fund	48,800	$264.6 萬
Squarepoint Ops LLC	33,550	$181.9 萬
Sumitomo Mitsui Financial Group, Inc.	21,664	$137.3 萬
VCI Wealth Management LLC	18,750	$101.7 萬
Sanctuary Advisors, LLC	21,249	$98.8 萬
Bridgefront Capital, LLC	16,467	$89.3 萬
Strategic Financial Concepts, LLC	40,034	$68.9 萬
Integrated Wealth Concepts LLC	12,177	$66.0 萬
United Services Automobile Association	10,903	$59.1 萬
MAI Capital Management	8,815	$47.8 萬
Burns Matteson Capital Management, LLC	7,646	$41.5 萬
Simplex Trading, LLC	6,146	$33.3 萬
Merit Financial Group, LLC	5,976	$32.4 萬
TrueMark Investments, LLC	5,414	$29.4 萬
Jefferies Financial Group Inc.	5,280	$28.6 萬
Laurion Capital Management LP	5,116	$27.7 萬
Alpha Omega Wealth Management LLC	5,029	$27.3 萬
Sherbrooke Park Advisers LLC	4,958	$26.9 萬
Walleye Trading LLC	4,766	$25.8 萬
Two Sigma Advisers, LP	4,700	$25.5 萬
BCS Wealth Management	4,611	$25.0 萬
Simplicity Wealth,LLC	4,319	$23.4 萬
Omers Administration Corp	4,300	$23.3 萬
Buckingham Strategic Partners	4,061	$22.0 萬
Retirement Planning Group	3,931	$21.3 萬
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	3,718	$20.2 萬
Parallax Volatility Advisers, L.P.	2,339	$12.7 萬
Quarry LP	1,565	$8.49 萬
Newbridge Financial Services Group, Inc.	555	$3.01 萬
Transcendent Capital Group LLC	500	$2.71 萬
Catalyst Funds Management Pty Ltd	400	$2.17 萬
Family Firm, Inc.	268	$1.45 萬
Ashton Thomas Private Wealth, LLC	229	$1.24 萬
VitalStone Financial, LLC	149	$8,080
Legend Financial Advisors, Inc.	123	$6,670
Fairway Wealth LLC	76	$4,121
Opal Wealth Advisors, LLC	58	$3,146
Hallmark Capital Management Inc	50	$2,712
Innealta Capital, LLC	36	$1,952
Cullen/Frost Bankers, Inc.	25	$1,356
Ridgewood Investments LLC	13	$710
Delos Wealth Advisors, LLC	9	$489
Cypress Capital, LLC	9	$488
Great Lakes Retirement, Inc.	0	$64

尚未申報 2024 年第 3 季的機構（5 家）

2024 年第 2 季季末持有 H&R Block Inc、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 HRB、尚未申報 2024 年第 3 季的機構
機構	2024 年第 2 季股數	2024 年第 2 季市值
BlackRock Inc.	16,299,068	$8.84 億
Susquehanna Fundamental Investments, LLC	22,200	$120.4 萬
Rain Capital Management, LLC	5,707	$28.3 萬
Taylor Hoffman Wealth Management	3,772	$20.6 萬
Custom Portfolio Group LLC	100	$5,455