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 |
|---|---|---|---|---|---|
| Tealwood Asset Management Inc | 46,734 | $297.0 萬 | 1.30% | −641−1.4% | 減碼 |
| Mariner, LLC | 47,143 | $299.6 萬 | 0.01% | +5,903+14.3% | 加碼 |
| Agf Management Ltd | 48,038 | $305.3 萬 | 0.02% | −70.0% | 減碼 |
| Auxier Asset Management | 49,520 | $314.7 萬 | 0.47% | −100.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 49,778 | $316.4 萬 | 0.03% | −1,220−2.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 51,091 | $324.7 萬 | 0.01% | 00.0% | 不變 |
| Monument Capital Management | 52,640 | $334.5 萬 | 0.93% | +501+1.0% | 加碼 |
| Yousif Capital Management, LLC | 52,743 | $335.2 萬 | 0.04% | −7,203−12.0% | 減碼 |
| Rings Capital Management LLC | 53,000 | $336.8 萬 | 1.76% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 53,621 | $340.7 萬 | 0.01% | −44,340−45.3% | 減碼 |
| Commerce Bank | 55,079 | $350.0 萬 | 0.02% | +8,513+18.3% | 加碼 |
| Alaska Permanent Fund Corp | 56,639 | $359.9 萬 | 0.05% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 57,000 | $362.2 萬 | 0.01% | +6,000+11.8% | 加碼 |
| Quantinno Capital Management LP | 58,709 | $373.1 萬 | 0.05% | +17,580+42.7% | 加碼 |
| PGGM Investments | 58,924 | $374.5 萬 | 0.05% | −10,152−14.7% | 減碼 |
| Alberta Investment Management Corp | 59,900 | $380.7 萬 | 0.03% | −25,400−29.8% | 減碼 |
| Round Hill Asset Management | 60,453 | $384.2 萬 | 2.54% | −1,775−2.9% | 減碼 |
| Mackenzie Financial Corp | 61,311 | $389.6 萬 | 0.01% | −100,044−62.0% | 減碼 |
| Janus Henderson Group PLC | 62,859 | $399.7 萬 | 0.00% | +1,212+2.0% | 加碼 |
| EAM Investors, LLC | 63,595 | $404.1 萬 | 0.60% | +63,595 | 新進 |
| Macquarie Group Ltd | 63,712 | $404.9 萬 | 0.00% | +22,649+55.2% | 加碼 |
| Stifel Financial Corp | 64,969 | $412.9 萬 | 0.00% | +988+1.5% | 加碼 |
| Janney Montgomery Scott LLC | 66,125 | $420.2 萬 | 0.01% | +66,125 | 新進 |
| Amalgamated Bank | 70,093 | $445.4 萬 | 0.04% | −17,568−20.0% | 減碼 |
| Algert Global LLC | 72,110 | $458.3 萬 | 0.12% | +58,057+413.1% | 加碼 |
| MetLife Investment Management | 73,365 | $466.2 萬 | 0.03% | −1,350−1.8% | 減碼 |
| LPL Financial LLC | 73,377 | $466.3 萬 | 0.00% | −2,875−3.8% | 減碼 |
| Mutual of America Capital Management LLC | 75,445 | $479.5 萬 | 0.05% | −4,443−5.6% | 減碼 |
| Redwood Investment Management, LLC | 76,350 | $485.8 萬 | 0.43% | −34,308−31.0% | 減碼 |
| Thrivent Financial for Lutherans | 79,690 | $506.4 萬 | 0.01% | −7,928−9.0% | 減碼 |
| Prudential PLC | 80,055 | $508.7 萬 | 0.03% | −56,862−41.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 80,250 | $510.0 萬 | 0.24% | −3,735−4.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 84,343 | $511.5 萬 | 0.05% | −5,080−5.7% | 減碼 |
| Ensign Peak Advisors, Inc | 82,237 | $522.6 萬 | 0.01% | +10,470+14.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 82,600 | $524.9 萬 | 0.01% | +82,600 | 新進 |
| Amundi | 85,933 | $531.8 萬 | 0.00% | +85,718+39,868.8% | 加碼 |
| Nisa Investment Advisors, LLC | 83,327 | $532.6 萬 | 0.03% | −63,953−43.4% | 減碼 |
| Creative Planning | 86,175 | $547.6 萬 | 0.01% | +39,990+86.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 86,421 | $550.0 萬 | 0.02% | +9,130+11.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 91,649 | $555.9 萬 | 0.04% | +9,280+11.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 87,532 | $556.3 萬 | 0.02% | +46,736+114.6% | 加碼 |
| HRT Financial LP | 87,670 | $557.1 萬 | 0.03% | −39,767−31.2% | 減碼 |
| PEAK6 Investments LLC | 88,097 | $559.9 萬 | 0.28% | +88,097 | 新進 |
| Jane Street Group, LLC | 89,996 | $571.9 萬 | 0.01% | +28,081+45.4% | 加碼 |
| Barclays PLC | 93,300 | $592.9 萬 | 0.00% | +7,238+8.4% | 加碼 |
| New York State Common Retirement Fund | 94,279 | $599.1 萬 | 0.01% | −20,600−17.9% | 減碼 |
| Segall Bryant & Hamill, LLC | 95,126 | $604.5 萬 | 0.08% | +95,126 | 新進 |
| Point72 Hong Kong Ltd | 95,425 | $606.4 萬 | 0.44% | +95,425 | 新進 |
| State of Wisconsin Investment Board | 96,158 | $611.1 萬 | 0.02% | −2,355−2.4% | 減碼 |
| Los Angeles Capital Management LLC | 97,308 | $618.4 萬 | 0.02% | −74,293−43.3% | 減碼 |
| Crawford Investment Counsel Inc | 99,676 | $633.4 萬 | 0.11% | −1,101−1.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 103,795 | $659.7 萬 | 0.12% | −12,734−10.9% | 減碼 |
| Allianz Asset Management GmbH | 104,082 | $661.4 萬 | 0.01% | +11,739+12.7% | 加碼 |
| Winton Group Ltd | 104,271 | $662.6 萬 | 0.46% | +104,271 | 新進 |
| Wells Fargo & Company | 104,287 | $662.7 萬 | 0.00% | −7,535−6.7% | 減碼 |
| Treasurer of the State of North Carolina | 107,215 | $681.4 萬 | 0.03% | +12,737+13.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 107,661 | $684.2 萬 | 0.02% | +7,190+7.2% | 加碼 |
| Tectonic Advisors LLC | 107,718 | $684.5 萬 | 0.45% | +6,769+6.7% | 加碼 |
| Comerica Bank | 108,740 | $691.0 萬 | 0.03% | +41,998+62.9% | 加碼 |
| Nordea Investment Management AB | 111,915 | $714.2 萬 | 0.01% | −4,477−3.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 112,810 | $716.9 萬 | 0.01% | −4,255−3.6% | 減碼 |
| Rodgers Brothers Inc. | 113,650 | $722.2 萬 | 0.92% | −3,700−3.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 119,394 | $758.7 萬 | 0.01% | +91,604+329.6% | 加碼 |
| Teacher Retirement System of Texas | 125,998 | $800.7 萬 | 0.04% | −49,089−28.0% | 減碼 |
| Empowered Funds, LLC | 129,891 | $825.5 萬 | 0.13% | +118,228+1,013.7% | 加碼 |
| Cerity Partners LLC | 132,663 | $843.1 萬 | 0.02% | +42,934+47.8% | 加碼 |
| California State Teachers Retirement System | 132,709 | $843.4 萬 | 0.01% | −4,237−3.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $967.3 萬 | 0.02% | +6,052+4.1% | 加碼 |
| CI Private Wealth, LLC | 162,039 | $1,030 萬 | 0.02% | −84,954−34.4% | 減碼 |
| Raymond James & Associates | 163,525 | $1,039 萬 | 0.01% | +1,024+0.6% | 加碼 |
| Royce & Associates LP | 164,556 | $1,046 萬 | 0.10% | −10,000−5.7% | 減碼 |
| Corebridge Financial, Inc. | 165,388 | $1,051 萬 | 0.06% | −11,423−6.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 168,323 | $1,070 萬 | 0.02% | −15,590−8.5% | 減碼 |
| New York State Teachers Retirement System | 172,541 | $1,097 萬 | 0.02% | −4,787−2.7% | 減碼 |
| UBS Group AG | 173,191 | $1,101 萬 | 0.00% | −89,863−34.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 178,273 | $1,133 萬 | 0.04% | +18,406+11.5% | 加碼 |
| Sound Income Strategies, LLC | 182,832 | $1,162 萬 | 0.75% | −25,401−12.2% | 減碼 |
| Engineers Gate Manager LP | 186,902 | $1,188 萬 | 0.23% | +135,597+264.3% | 加碼 |
| Great West Life Assurance Co | 187,273 | $1,191 萬 | 0.02% | +581+0.3% | 加碼 |
| Financial Counselors Inc | 188,741 | $1,199 萬 | 0.18% | −2,986−1.6% | 減碼 |
| Alliancebernstein L.P. | 197,966 | $1,258 萬 | 0.00% | −14,955−7.0% | 減碼 |
| Schroder Investment Management Group | 205,344 | $1,307 萬 | 0.01% | −82,667−28.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 217,792 | $1,384 萬 | 0.02% | −245,019−52.9% | 減碼 |
| Cambria Investment Management, L.P. | 223,331 | $1,419 萬 | 0.85% | −3,559−1.6% | 減碼 |
| Ameriprise Financial Inc | 224,817 | $1,430 萬 | 0.00% | −6,738−2.9% | 減碼 |
| American Century Companies Inc | 226,217 | $1,438 萬 | 0.01% | −50,141−18.1% | 減碼 |
| Citadel Advisors LLC | 229,899 | $1,461 萬 | 0.02% | −576,370−71.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 230,012 | $1,462 萬 | 0.03% | −13,635−5.6% | 減碼 |
| Franklin Resources Inc | 250,280 | $1,518 萬 | 0.00% | +57,311+29.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 255,400 | $1,623 萬 | 0.07% | −200−0.1% | 減碼 |
| Alps Advisors Inc | 256,740 | $1,632 萬 | 0.11% | +54,324+26.8% | 加碼 |
| Swiss National Bank | 272,300 | $1,730 萬 | 0.01% | −2,200−0.8% | 減碼 |
| Storebrand Asset Management AS | 281,104 | $1,786 萬 | 0.06% | −45,642−14.0% | 減碼 |
| Legal & General Group Plc | 285,166 | $1,812 萬 | 0.00% | −236−0.1% | 減碼 |
| Swedbank AB | 285,382 | $1,814 萬 | 0.02% | +69,414+32.1% | 加碼 |
| Millennium Management LLC | 290,515 | $1,846 萬 | 0.02% | +201,689+227.1% | 加碼 |
| Bridgewater Associates, LP | 309,664 | $1,968 萬 | 0.11% | +151,978+96.4% | 加碼 |
| Moran Wealth Management, LLC | 313,944 | $1,995 萬 | 0.61% | −5,770−1.8% | 減碼 |
| Principal Financial Group Inc | 323,552 | $2,056 萬 | 0.01% | −141,382−30.4% | 減碼 |
| Retirement Systems of Alabama | 326,807 | $2,077 萬 | 0.08% | −29,030−8.2% | 減碼 |