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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 16,866 | $107.2 萬 | 0.05% | +200+1.2% | 加碼 |
| Axiom Advisory, LLC | 18,048 | $107.6 萬 | 0.01% | +282+1.6% | 加碼 |
| AXA S.A. | 17,097 | $108.7 萬 | 0.00% | +2,797+19.6% | 加碼 |
| JustInvest LLC | 17,267 | $109.7 萬 | 0.02% | +854+5.2% | 加碼 |
| Carlson Capital Management | 17,400 | $110.6 萬 | 0.05% | 00.0% | 不變 |
| Employees Retirement System of Texas | 17,406 | $110.6 萬 | 0.01% | +17,406 | 新進 |
| MSH Capital Advisors LLC | 17,529 | $111.4 萬 | 0.34% | 00.0% | 不變 |
| Invst, LLC | 17,913 | $113.8 萬 | 0.14% | −102−0.6% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $114.4 萬 | 0.14% | 00.0% | 不變 |
| HighTower Advisors, LLC | 17,982 | $114.7 萬 | 0.00% | +2,803+18.5% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 18,051 | $114.7 萬 | 0.02% | +18,051 | 新進 |
| The PNC Financial Services Group, Inc. | 18,108 | $115.1 萬 | 0.00% | −1,638−8.3% | 減碼 |
| Pictet Asset Management Holding SA | 18,189 | $115.6 萬 | 0.00% | +1,131+6.6% | 加碼 |
| Gsa Capital Partners LLP | 18,230 | $115.9 萬 | 0.09% | +18,230 | 新進 |
| Ifrah Financial Services, Inc. | 18,306 | $116.3 萬 | 0.31% | −348−1.9% | 減碼 |
| Xponance, Inc. | 18,871 | $119.9 萬 | 0.01% | +25+0.1% | 加碼 |
| Kessler Investment Group, LLC | 19,035 | $121.0 萬 | 0.62% | +51+0.3% | 加碼 |
| Vestcor Inc | 19,111 | $121.5 萬 | 0.04% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 19,484 | $123.8 萬 | 0.00% | +3,313+20.5% | 加碼 |
| Toroso Investments, LLC | 19,495 | $123.9 萬 | 0.01% | +8,036+70.1% | 加碼 |
| Asset Management One Co.,Ltd. | 19,519 | $124.0 萬 | 0.00% | +19,519 | 新進 |
| RSM US Wealth Management LLC | 19,635 | $124.5 萬 | 0.02% | +2,901+17.3% | 加碼 |
| Wealthfront Advisers LLC | 19,634 | $124.8 萬 | 0.00% | −316−1.6% | 減碼 |
| Huber Capital Management LLC | 20,200 | $128.4 萬 | 0.26% | −3,000−12.9% | 減碼 |
| Davy Global Fund Management Ltd | 20,755 | $131.9 萬 | 0.14% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 21,000 | $133.4 萬 | 0.44% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 21,000 | $133.5 萬 | 0.33% | 00.0% | 不變 |
| Ceera Investments, LLC | 21,314 | $135.5 萬 | 0.51% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 21,327 | $135.5 萬 | 0.16% | +16,200+316.0% | 加碼 |
| Guggenheim Capital LLC | 21,686 | $137.8 萬 | 0.01% | −3,899−15.2% | 減碼 |
| Measured Wealth Private Client Group, LLC | 21,810 | $138.6 萬 | 0.46% | −2,054−8.6% | 減碼 |
| Argyle Capital Management Inc. | 21,950 | $139.5 萬 | 0.56% | −5,350−19.6% | 減碼 |
| Nebula Research & Development LLC | 21,956 | $139.5 萬 | 0.17% | +21,956 | 新進 |
| Convergence Investment Partners, LLC | 22,382 | $142.2 萬 | 0.38% | −7,168−24.3% | 減碼 |
| QRG Capital Management, Inc. | 22,960 | $145.9 萬 | 0.02% | +1,086+5.0% | 加碼 |
| Canada Pension Plan Investment Board | 23,000 | $146.2 萬 | 0.00% | −104,600−82.0% | 減碼 |
| Quent Capital, LLC | 23,056 | $146.5 萬 | 0.15% | 00.0% | 不變 |
| Sterling Capital Management LLC | 23,112 | $146.9 萬 | 0.02% | +23,112 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $154.9 萬 | 0.11% | 00.0% | 不變 |
| SG Americas Securities, LLC | 24,549 | $156.0 萬 | 0.01% | −29,699−54.7% | 減碼 |
| Verition Fund Management LLC | 24,580 | $156.2 萬 | 0.01% | +15,489+170.4% | 加碼 |
| LGT Group Foundation | 24,859 | $156.2 萬 | 0.03% | +24,859 | 新進 |
| Kestra Advisory Services, LLC | 24,848 | $157.9 萬 | 0.01% | −361−1.4% | 減碼 |
| Pathstone Holdings, LLC | 24,891 | $158.4 萬 | 0.01% | +1,357+5.8% | 加碼 |
| Bank of Montreal | 24,934 | $158.7 萬 | 0.00% | +467+1.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 25,641 | $162.9 萬 | 0.00% | +9,773+61.6% | 加碼 |
| Natixis Advisors, L.P. | 25,802 | $164.0 萬 | 0.00% | +2,113+8.9% | 加碼 |
| Commonwealth Equity Services, LLC | 25,893 | $164.5 萬 | 0.00% | −787−2.9% | 減碼 |
| F/M Investments LLC | 26,405 | $167.0 萬 | 0.06% | +4,349+19.7% | 加碼 |
| STRS Ohio | 26,363 | $167.5 萬 | 0.01% | +26,363 | 新進 |
| Lecap Asset Management Ltd | 26,443 | $168.0 萬 | 0.36% | +19,050+257.7% | 加碼 |
| Cresset Asset Management, LLC | 26,321 | $168.2 萬 | 0.01% | +8,213+45.4% | 加碼 |
| Caxton Associates LP | 27,145 | $172.5 萬 | 0.08% | −12,352−31.3% | 減碼 |
| Russell Investments Group, Ltd. | 27,241 | $173.1 萬 | 0.00% | +13,163+93.5% | 加碼 |
| GTS Securities LLC | 27,407 | $174.2 萬 | 0.04% | +9,002+48.9% | 加碼 |
| Susquehanna International Group, LLP | 27,885 | $177.2 萬 | 0.00% | +16,869+153.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 28,424 | $180.6 萬 | 0.03% | −600−2.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 28,639 | $182.0 萬 | 0.06% | −1,039−3.5% | 減碼 |
| Point72 Asset Management, L.P. | 28,652 | $182.1 萬 | 0.01% | +28,652 | 新進 |
| CWM, LLC | 29,260 | $185.9 萬 | 0.01% | +12,941+79.3% | 加碼 |
| Man Group plc | 30,260 | $192.3 萬 | 0.01% | +25,353+516.7% | 加碼 |
| Dynamic Technology Lab Private Ltd | 30,343 | $192.8 萬 | 0.20% | +30,343 | 新進 |
| Linden Thomas Advisory Services, LLC | 30,643 | $194.7 萬 | 0.27% | −170−0.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,771 | $195.5 萬 | 0.01% | −155−0.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 30,970 | $196.8 萬 | 0.05% | −172−0.6% | 減碼 |
| New Mexico Educational Retirement Board | 31,100 | $197.6 萬 | 0.07% | 00.0% | 不變 |
| Glenmede Trust Co NA | 31,353 | $199.2 萬 | 0.01% | −20.0% | 減碼 |
| Versor Investments LP | 31,900 | $202.7 萬 | 0.32% | +16,140+102.4% | 加碼 |
| Illinois Municipal Retirement Fund | 32,428 | $206.1 萬 | 0.03% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 32,526 | $206.7 萬 | 0.02% | +22,436+222.4% | 加碼 |
| Zacks Investment Management | 32,904 | $209.1 萬 | 0.02% | +32,904 | 新進 |
| State of Michigan Retirement System | 33,168 | $210.8 萬 | 0.01% | −400−1.2% | 減碼 |
| Cetera Investment Advisers | 33,285 | $211.5 萬 | 0.00% | +2,970+9.8% | 加碼 |
| Centiva Capital, LP | 33,299 | $211.6 萬 | 0.10% | +19,839+147.4% | 加碼 |
| South Dakota Investment Council | 33,362 | $212.0 萬 | 0.04% | −67,416−66.9% | 減碼 |
| GWM Advisors LLC | 33,674 | $214.0 萬 | 0.01% | +4,454+15.2% | 加碼 |
| Citigroup Inc | 34,187 | $217.3 萬 | 0.00% | −5,892−14.7% | 減碼 |
| Ritholtz Wealth Management | 34,854 | $221.5 萬 | 0.07% | −3,721−9.6% | 減碼 |
| Handelsbanken Fonder AB | 36,100 | $229.4 萬 | 0.01% | +7,400+25.8% | 加碼 |
| Prudential Financial Inc | 36,357 | $231.0 萬 | 0.00% | +6,621+22.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,721 | $233.4 萬 | 0.01% | −6,798−15.6% | 減碼 |
| Exchange Traded Concepts, LLC | 36,752 | $233.6 萬 | 0.06% | +36,627+29,301.6% | 加碼 |
| Cunning Capital Partners, LP | 37,575 | $238.8 萬 | 1.27% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 37,842 | $240.5 萬 | 0.18% | −9,097−19.4% | 減碼 |
| M&T Bank Corp | 38,292 | $243.3 萬 | 0.01% | +266+0.7% | 加碼 |
| Louisiana State Employees Retirement System | 38,700 | $245.9 萬 | 0.05% | −800−2.0% | 減碼 |
| Two Sigma Investments, LP | 39,904 | $253.6 萬 | 0.01% | +6,891+20.9% | 加碼 |
| Capital Fund Management S.A. | 40,031 | $254.4 萬 | 0.03% | +40,031 | 新進 |
| Arizona State Retirement System | 40,174 | $255.3 萬 | 0.02% | +1,114+2.9% | 加碼 |
| Seven Eight Capital, LP | 40,698 | $258.6 萬 | 0.23% | +19,188+89.2% | 加碼 |
| Human Investing LLC | 42,058 | $267.3 萬 | 0.48% | −886−2.1% | 減碼 |
| Acadian Asset Management LLC | 42,622 | $270.6 萬 | 0.01% | +42,622 | 新進 |
| Teza Capital Management LLC | 42,774 | $271.8 萬 | 0.30% | +42,774 | 新進 |
| Optimist Retirement Group LLC | 43,082 | $273.8 萬 | 1.24% | −2,354−5.2% | 減碼 |
| Advisor Group Holdings, Inc. | 43,268 | $275.0 萬 | 0.01% | −8,640−16.6% | 減碼 |
| Deutsche Bank AG | 43,284 | $275.1 萬 | 0.00% | −84,845−66.2% | 減碼 |
| TrimTabs Asset Management, LLC | 44,051 | $279.9 萬 | 0.65% | +20.0% | 加碼 |
| Kendall Capital Management | 45,545 | $289.4 萬 | 0.89% | +3,255+7.7% | 加碼 |
| Burney Co | 45,717 | $290.5 萬 | 0.10% | −11,610−20.3% | 減碼 |
| State of Alaska, Department of Revenue | 46,238 | $293.7 萬 | 0.03% | +1,100+2.4% | 加碼 |