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 |
|---|---|---|---|---|---|
| Park National Corp | 5,775 | $36.7 萬 | 0.01% | −282−4.7% | 減碼 |
| National Bank of Canada | 5,843 | $37.1 萬 | 0.00% | −405−6.5% | 減碼 |
| HSBC Holdings PLC | 5,847 | $37.2 萬 | 0.00% | −18,501−76.0% | 減碼 |
| Bank of Nova Scotia | 5,909 | $37.6 萬 | 0.00% | −1,298−18.0% | 減碼 |
| CAPROCK Group, Inc. | 5,902 | $37.7 萬 | 0.01% | +746+14.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,997 | $38.1 萬 | 0.01% | +5,997 | 新進 |
| Jump Financial, LLC | 6,000 | $38.1 萬 | 0.01% | −1,000−14.3% | 減碼 |
| TD Private Client Wealth LLC | 6,076 | $38.6 萬 | 0.01% | +1,695+38.7% | 加碼 |
| ProShare Advisors LLC | 6,085 | $38.7 萬 | 0.00% | −496−7.5% | 減碼 |
| International Assets Investment Management, LLC | 24,785 | $39.0 萬 | 0.00% | +24,785 | 新進 |
| Hilltop Holdings Inc. | 6,177 | $39.3 萬 | 0.03% | +6,177 | 新進 |
| nVerses Capital, LLC | 6,200 | $39.4 萬 | 0.18% | +6,200 | 新進 |
| WBI Investments | 6,344 | $40.3 萬 | 0.10% | +6,344 | 新進 |
| Csenge Advisory Group | 6,670 | $40.6 萬 | 0.02% | −53−0.8% | 減碼 |
| Shell Asset Management Co | 6,456 | $41.0 萬 | 0.02% | +6,456 | 新進 |
| Focus Financial Network, Inc. | 6,593 | $42.1 萬 | 0.02% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 6,650 | $42.3 萬 | 0.00% | +92+1.4% | 加碼 |
| Spears Abacus Advisors LLC | 6,895 | $43.8 萬 | 0.01% | +6,895 | 新進 |
| Waldron Private Wealth LLC | 6,966 | $44.3 萬 | 0.02% | +22+0.3% | 加碼 |
| Balyasny Asset Management LLC | 7,019 | $44.6 萬 | 0.00% | −1,115−13.7% | 減碼 |
| Colony Group, LLC | 7,067 | $44.9 萬 | 0.00% | +7,067 | 新進 |
| Moody Lynn & Lieberson, LLC | 7,137 | $45.4 萬 | 0.03% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 7,250 | $46.1 萬 | 0.01% | +7,250 | 新進 |
| Baader Bank INC | 7,295 | $46.4 萬 | 0.04% | +7,295 | 新進 |
| True Vision MN LLC | 7,306 | $46.7 萬 | 0.28% | +1,072+17.2% | 加碼 |
| SageView Advisory Group, LLC | 7,353 | $46.7 萬 | 0.02% | −219−2.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 7,385 | $46.9 萬 | 0.03% | +56+0.8% | 加碼 |
| Utah Retirement Systems | 7,400 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| CIBC World Markets Inc. | 7,600 | $48.3 萬 | 0.00% | +470+6.6% | 加碼 |
| Principal Securities, Inc. | 7,766 | $49.4 萬 | 0.01% | +1,604+26.0% | 加碼 |
| Dorsey Wright & Associates | 7,813 | $49.7 萬 | 0.12% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 7,902 | $50.2 萬 | 0.00% | +2,538+47.3% | 加碼 |
| Maryland State Retirement & Pension System | 7,927 | $50.4 萬 | 0.01% | −3,660−31.6% | 減碼 |
| Neuberger Berman Group LLC | 7,935 | $50.4 萬 | 0.00% | −1,580−16.6% | 減碼 |
| CWC Advisors, LLC. | 7,963 | $50.6 萬 | 0.50% | +7,963 | 新進 |
| FIL Ltd | 8,084 | $51.4 萬 | 0.00% | +6,921+595.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 8,195 | $52.1 萬 | 0.00% | +916+12.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 8,227 | $52.3 萬 | 0.03% | 00.0% | 不變 |
| Ethic Inc. | 11,064 | $54.3 萬 | 0.01% | −2,315−17.3% | 減碼 |
| Tradewinds, LLC. | 8,581 | $54.5 萬 | 0.17% | 00.0% | 不變 |
| Credit Agricole S A | 8,606 | $54.7 萬 | 0.00% | +8,606 | 新進 |
| Harvest Fund Management Co., Ltd | 8,614 | $54.7 萬 | 0.03% | +4,571+113.1% | 加碼 |
| TriaGen Wealth Management LLC | 8,737 | $55.5 萬 | 0.19% | +95+1.1% | 加碼 |
| Paradigm Financial Partners, LLC | 9,416 | $55.9 萬 | 0.08% | +228+2.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 8,927 | $56.7 萬 | 0.08% | +8,927 | 新進 |
| Ieq Capital, LLC | 8,947 | $56.9 萬 | 0.01% | +8,947 | 新進 |
| Boston Family Office LLC | 9,000 | $57.2 萬 | 0.04% | 00.0% | 不變 |
| Wedmont Private Capital | 9,507 | $58.7 萬 | 0.03% | +578+6.5% | 加碼 |
| Qsemble Capital Management, LP | 9,289 | $59.0 萬 | 0.11% | +9,289 | 新進 |
| Chesley Taft & Associates LLC | 9,400 | $59.7 萬 | 0.03% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 9,477 | $60.2 萬 | 0.24% | +373+4.1% | 加碼 |
| IFP Advisors, Inc | 9,551 | $60.7 萬 | 0.02% | +5,846+157.8% | 加碼 |
| Keybank National Association | 9,593 | $61.0 萬 | 0.00% | −1,438−13.0% | 減碼 |
| Fulton Breakefield Broenniman LLC | 9,920 | $63.0 萬 | 0.04% | −100−1.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $63.9 萬 | 0.01% | 00.0% | 不變 |
| Lingohr & Partner Asset Management GmbH | 10,122 | $64.3 萬 | 1.56% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 10,160 | $64.6 萬 | 0.01% | +337+3.4% | 加碼 |
| AE Wealth Management LLC | 10,245 | $65.1 萬 | 0.01% | −1,312−11.4% | 減碼 |
| Sunbelt Securities, Inc. | 10,290 | $65.4 萬 | 0.06% | +27+0.3% | 加碼 |
| Jones Financial Companies LLLP | 10,600 | $67.4 萬 | 0.00% | +9,297+713.5% | 加碼 |
| Inceptionr LLC | 10,627 | $67.5 萬 | 0.16% | +10,627 | 新進 |
| D.A. Davidson & Co. | 10,734 | $68.2 萬 | 0.01% | −10.0% | 減碼 |
| Securian Asset Management, Inc | 10,854 | $69.0 萬 | 0.02% | −274−2.5% | 減碼 |
| TownSquare Capital, LLC | 10,855 | $69.0 萬 | 0.01% | +1,418+15.0% | 加碼 |
| Group One Trading, L.P. | 10,878 | $69.1 萬 | 0.03% | +2,375+27.9% | 加碼 |
| Pallas Capital Advisors LLC | 11,538 | $69.2 萬 | 0.03% | +4,652+67.6% | 加碼 |
| Fifth Third Bancorp | 11,007 | $69.9 萬 | 0.00% | +452+4.3% | 加碼 |
| Captrust Financial Advisors | 11,169 | $71.0 萬 | 0.00% | +2,645+31.0% | 加碼 |
| New Vernon Capital Holdings II LLC | 11,314 | $71.9 萬 | 0.39% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 11,507 | $73.1 萬 | 0.04% | +11,507 | 新進 |
| IMC-Chicago, LLC | 11,589 | $73.6 萬 | 0.02% | +11,589 | 新進 |
| Point72 (DIFC) Ltd | 11,617 | $73.8 萬 | 0.06% | +11,617 | 新進 |
| RMB Capital Management, LLC | 11,632 | $73.9 萬 | 0.02% | 00.0% | 不變 |
| Brown Advisory Inc | 11,757 | $74.7 萬 | 0.00% | 00.0% | 不變 |
| Aviso Wealth Management | 11,917 | $75.7 萬 | 0.41% | −500−4.0% | 減碼 |
| US Bancorp | 12,125 | $77.1 萬 | 0.00% | −8,924−42.4% | 減碼 |
| Quest Partners LLC | 12,341 | $78.4 萬 | 0.07% | +11,627+1,628.4% | 加碼 |
| CSS LLC | 12,448 | $79.1 萬 | 0.05% | +500+4.2% | 加碼 |
| Intech Investment Management LLC | 12,588 | $80.0 萬 | 0.01% | −14,188−53.0% | 減碼 |
| TCM Advisors, LLC | – | $80.1 萬 | 0.66% | – | – |
| Affinity Wealth Management LLC | 12,691 | $80.7 萬 | 0.14% | +12,691 | 新進 |
| Atria Wealth Solutions, Inc. | 12,697 | $81.2 萬 | 0.01% | +1,860+17.2% | 加碼 |
| Wolverine Trading, LLC | 12,911 | $82.2 萬 | 0.02% | −2,847−18.1% | 減碼 |
| Quantedge Capital Pte Ltd | 13,000 | $82.6 萬 | 0.25% | +13,000 | 新進 |
| Farther Finance Advisors, LLC | 13,617 | $86.5 萬 | 0.03% | +3,527+35.0% | 加碼 |
| Entropy Technologies, LP | 13,667 | $86.9 萬 | 0.09% | −5,088−27.1% | 減碼 |
| Savant Capital, LLC | 13,923 | $88.5 萬 | 0.01% | −7,948−36.3% | 減碼 |
| Ontario Teachers Pension Plan Board | 13,969 | $88.8 萬 | 0.01% | −15,128−52.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 14,876 | $94.5 萬 | 0.00% | −3,199−17.7% | 減碼 |
| Advisory Research Inc | 14,992 | $95.3 萬 | 0.17% | −8,722−36.8% | 減碼 |
| RBF Capital, LLC | 15,000 | $95.3 萬 | 0.05% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 15,241 | $96.9 萬 | 0.00% | 00.0% | 不變 |
| Legacy Bridge, LLC | 15,277 | $97.1 萬 | 0.52% | 00.0% | 不變 |
| MML Investors Services, LLC | 15,555 | $98.9 萬 | 0.00% | −1,163−7.0% | 減碼 |
| Baird Financial Group, Inc. | 15,609 | $99.2 萬 | 0.00% | −655−4.0% | 減碼 |
| Hancock Whitney Corp | 15,662 | $99.5 萬 | 0.03% | +15,662 | 新進 |
| Park Avenue Securities LLC | 15,857 | $100.8 萬 | 0.01% | +303+1.9% | 加碼 |
| New York Life Investment Management LLC | 15,917 | $101.2 萬 | 0.01% | −913−5.4% | 減碼 |
| Ascent Group, LLC | 15,942 | $101.3 萬 | 0.08% | −1,935−10.8% | 減碼 |
| Federated Hermes, Inc. | 16,591 | $105.4 萬 | 0.00% | −730−4.2% | 減碼 |