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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 1,377 | $8.75 萬 | 0.00% | −3,710−72.9% | 減碼 |
| Parallel Advisors, LLC | 1,426 | $9.06 萬 | 0.00% | +530+59.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,488 | $9.46 萬 | 0.00% | −309−17.2% | 減碼 |
| Danske Bank A/S | 1,500 | $9.53 萬 | 0.00% | +1,500 | 新進 |
| Allworth Financial LP | 1,646 | $10.5 萬 | 0.00% | −829−33.5% | 減碼 |
| Lindbrook Capital, LLC | 1,659 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,660 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 1,898 | $12.1 萬 | 0.04% | +1,898 | 新進 |
| North Star Investment Management Corp. | 1,979 | $12.6 萬 | 0.01% | +1+0.1% | 加碼 |
| EMC Capital Management | 8,613 | $13.6 萬 | 0.11% | +3,101+56.3% | 加碼 |
| Salem Investment Counselors Inc | 2,250 | $14.4 萬 | 0.00% | +50+2.3% | 加碼 |
| Private Trust Co NA | 2,283 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 2,303 | $14.6 萬 | 0.02% | 00.0% | 不變 |
| Gladius Capital Management LP | 2,316 | $14.7 萬 | 0.09% | −5,946−72.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,383 | $15.1 萬 | 0.00% | +157+7.1% | 加碼 |
| Signaturefd, LLC | 2,402 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2,458 | $15.6 萬 | 0.00% | +218+9.7% | 加碼 |
| Bryn Mawr Trust Co | 2,661 | $16.9 萬 | 0.00% | +2,661 | 新進 |
| Advisors Asset Management, Inc. | 2,712 | $17.2 萬 | 0.00% | +1,730+176.2% | 加碼 |
| Ci Investments Inc. | 2,929 | $18.6 萬 | 0.00% | +544+22.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,093 | $19.7 萬 | 0.01% | −2,381−43.5% | 減碼 |
| Global Retirement Partners, LLC | 3,097 | $19.7 萬 | 0.01% | +648+26.5% | 加碼 |
| Pensionmark Financial Group, LLC | 3,165 | $20.1 萬 | 0.01% | +3,165 | 新進 |
| Marex Group plc | 3,182 | $20.2 萬 | 0.00% | +3,182 | 新進 |
| Evergreen Capital Management LLC | 3,175 | $20.3 萬 | 0.01% | +3,175 | 新進 |
| Lido Advisors, LLC | 3,197 | $20.3 萬 | 0.00% | +3,197 | 新進 |
| Kaizen Financial Strategies | 3,199 | $20.3 萬 | 0.12% | +3,199 | 新進 |
| Trustmark National Bank Trust Department | 3,201 | $20.3 萬 | 0.02% | +3,201 | 新進 |
| Paloma Partners Management Co | 3,212 | $20.4 萬 | 0.01% | +3,212 | 新進 |
| Pinnacle Associates Ltd | 4,221 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 3,217 | $20.4 萬 | 0.03% | +3,217 | 新進 |
| Rafferty Asset Management, LLC | 3,218 | $20.5 萬 | 0.00% | +3,218 | 新進 |
| Forum Financial Management, LP | 3,271 | $20.8 萬 | 0.00% | +3,271 | 新進 |
| HighPoint Advisor Group LLC | 3,571 | $21.3 萬 | 0.01% | +3,571 | 新進 |
| Applied Finance Capital Management, LLC | 3,380 | $21.5 萬 | 0.01% | +3,380 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 3,435 | $21.8 萬 | 0.01% | +3,435 | 新進 |
| Venture Visionary Partners LLC | 3,500 | $22.2 萬 | 0.01% | +3,500 | 新進 |
| Taylor Hoffman Capital Management LLC | 3,772 | $22.5 萬 | 0.09% | +3,772 | 新進 |
| KBC Group NV | 3,560 | $22.6 萬 | 0.00% | −15,024−80.8% | 減碼 |
| Prossimo Advisors, LLC | 3,550 | $22.6 萬 | 0.17% | +3,550 | 新進 |
| Axxcess Wealth Management, LLC | 3,572 | $22.7 萬 | 0.01% | +3,572 | 新進 |
| Paladin Advisory Group, LLC | 3,584 | $22.8 萬 | 0.17% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 3,592 | $22.8 萬 | 0.11% | +3,592 | 新進 |
| Valeo Financial Advisors, LLC | 3,634 | $23.1 萬 | 0.01% | +3,634 | 新進 |
| Gries Financial LLC | 3,664 | $23.3 萬 | 0.04% | −94−2.5% | 減碼 |
| Next Level Private LLC | 3,757 | $23.9 萬 | 0.10% | +22+0.6% | 加碼 |
| Hyperion Capital Advisors LP | 3,800 | $24.1 萬 | 0.11% | +3,800 | 新進 |
| Strategy Asset Managers LLC | 3,864 | $24.6 萬 | 0.05% | +3,864 | 新進 |
| AlphaStar Capital Management, LLC | 3,945 | $25.1 萬 | 0.02% | +3,945 | 新進 |
| Belmont Capital, LLC | 4,000 | $25.4 萬 | 0.04% | 00.0% | 不變 |
| Profund Advisors LLC | 4,024 | $25.6 萬 | 0.01% | −23−0.6% | 減碼 |
| Thrive Wealth Management, LLC | 4,040 | $25.7 萬 | 0.05% | 00.0% | 不變 |
| CIBC Asset Management Inc | 4,041 | $25.7 萬 | 0.00% | +141+3.6% | 加碼 |
| Martingale Asset Management L P | 4,059 | $25.8 萬 | 0.01% | +19+0.5% | 加碼 |
| Armstrong Advisory Group, Inc | 4,110 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Barnett & Company, Inc. | 4,120 | $26.2 萬 | 0.17% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 4,124 | $26.2 萬 | 0.01% | +1,586+62.5% | 加碼 |
| Westshore Wealth, LLC | 4,174 | $26.5 萬 | 0.11% | −146−3.4% | 減碼 |
| Brown Brothers Harriman & Co | 4,180 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 4,245 | $27.0 萬 | 0.00% | +221+5.5% | 加碼 |
| DGS Capital Management, LLC | 4,251 | $27.0 萬 | 0.07% | +298+7.5% | 加碼 |
| Eagle Bay Advisors LLC | 4,276 | $27.3 萬 | 0.10% | +56+1.3% | 加碼 |
| Bleakley Financial Group, LLC | 4,392 | $27.9 萬 | 0.01% | +73+1.7% | 加碼 |
| Range Financial Group LLC | 4,406 | $28.0 萬 | 0.39% | −10,347−70.1% | 減碼 |
| Resources Investment Advisors, LLC. | 4,473 | $28.4 萬 | 0.00% | −163−3.5% | 減碼 |
| 1620 Investment Advisors, Inc. | 4,504 | $28.6 萬 | 0.21% | −3,921−46.5% | 減碼 |
| NDVR, Inc. | 4,515 | $28.7 萬 | 0.29% | +192+4.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,539 | $28.8 萬 | 0.02% | −205−4.3% | 減碼 |
| Silver Coast Investments LLC | 4,576 | $29.1 萬 | 0.11% | +4,576 | 新進 |
| Fort, L.P. | 4,628 | $29.4 萬 | 0.74% | +17+0.4% | 加碼 |
| PFG Investments, LLC | 4,643 | $29.5 萬 | 0.02% | +18+0.4% | 加碼 |
| Level Four Advisory Services, LLC | 4,952 | $29.6 萬 | 0.01% | −20.0% | 減碼 |
| Globeflex Capital L P | 4,663 | $29.6 萬 | 0.03% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 5,482 | $29.7 萬 | 0.00% | +1,219+28.6% | 加碼 |
| Umb Bank N A | 4,699 | $29.9 萬 | 0.00% | +349+8.0% | 加碼 |
| ClearAlpha Technologies LP | 4,713 | $30.0 萬 | 0.13% | −1,420−23.2% | 減碼 |
| My Legacy Advisors, LLC | 4,765 | $30.3 萬 | 0.12% | −960−16.8% | 減碼 |
| Private Advisor Group, LLC | 4,800 | $30.5 萬 | 0.00% | −1,517−24.0% | 減碼 |
| Guyasuta Investment Advisors Inc | 4,800 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Intrust Bank NA | 4,826 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 4,878 | $30.9 萬 | 0.01% | +198+4.2% | 加碼 |
| Roof Eidam & Maycock | 5,000 | $31.8 萬 | 0.08% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,000 | $31.8 萬 | 0.03% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,000 | $31.8 萬 | 0.04% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 5,043 | $32.0 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Co | 5,100 | $32.4 萬 | 0.01% | 00.0% | 不變 |
| Vident Advisory, LLC | 5,275 | $33.5 萬 | 0.01% | −12,386−70.1% | 減碼 |
| Gallacher Capital Management LLC | 5,389 | $34.2 萬 | 0.16% | −1,398−20.6% | 減碼 |
| Prosperity Consulting Group, LLC | 5,491 | $34.9 萬 | 0.03% | +5,491 | 新進 |
| Lindenwold Advisors | 5,523 | $35.1 萬 | 0.18% | +5,523 | 新進 |
| Affinity Capital Advisors, LLC | 5,555 | $35.3 萬 | 0.07% | +500+9.9% | 加碼 |
| Shelton Capital Management | 5,572 | $35.4 萬 | 0.01% | 00.0% | 不變 |
| Brown Capital Management LLC | 5,585 | $35.5 萬 | 0.01% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 5,586 | $35.5 萬 | 0.01% | +288+5.4% | 加碼 |
| Brinker Capital Investments, LLC | 5,599 | $35.6 萬 | 0.00% | +378+7.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,599 | $35.6 萬 | 0.00% | +378+7.2% | 加碼 |
| Arnhold LLC | 5,600 | $35.6 萬 | 0.03% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 5,667 | $36.0 萬 | 0.01% | +410+7.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,669 | $36.2 萬 | 0.01% | −17−0.3% | 減碼 |
| Proequities, Inc. | 5,729 | $36.6 萬 | 0.02% | −375−6.1% | 減碼 |