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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 330,760 | $2,102 萬 | 0.02% | −51,086−13.4% | 減碼 |
| SEI Investments Co | 337,654 | $2,146 萬 | 0.03% | +27,087+8.7% | 加碼 |
| Rhumbline Advisers | 410,311 | $2,608 萬 | 0.02% | −12,943−3.1% | 減碼 |
| First Trust Advisors LP | 429,134 | $2,727 萬 | 0.03% | +177,549+70.6% | 加碼 |
| Prevatt Capital Ltd | 460,000 | $2,923 萬 | 9.72% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 476,239 | $3,026 萬 | 0.33% | +476,239 | 新進 |
| Victory Capital Management Inc | 499,541 | $3,175 萬 | 0.03% | −97,999−16.4% | 減碼 |
| Blue Whale Capital LLP | 511,482 | $3,250 萬 | 2.53% | −231,018−31.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 514,972 | $3,273 萬 | 0.03% | −200,251−28.0% | 減碼 |
| California Public Employees Retirement System | 564,200 | $3,585 萬 | 0.03% | −18,443−3.2% | 減碼 |
| Renaissance Technologies LLC | 570,100 | $3,623 萬 | 0.05% | +570,100 | 新進 |
| Envestnet Asset Management Inc | 587,982 | $3,737 萬 | 0.01% | +496,296+541.3% | 加碼 |
| Truist Financial Corp | 656,701 | $4,173 萬 | 0.07% | +631,629+2,519.3% | 加碼 |
| UBS Asset Management Americas Inc | 698,101 | $4,436 萬 | 0.01% | +156,856+29.0% | 加碼 |
| JPMorgan Chase & Co | 754,287 | $4,793 萬 | 0.00% | +25,234+3.5% | 加碼 |
| Clark Capital Management Group, Inc. | 758,713 | $4,822 萬 | 0.33% | +22,575+3.1% | 加碼 |
| Wedge Capital Management L L P | 777,264 | $4,940 萬 | 0.85% | +732,359+1,630.9% | 加碼 |
| Nuveen Asset Management, LLC | 786,854 | $5,008 萬 | 0.01% | −51,834−6.2% | 減碼 |
| Bank of America Corp | 793,429 | $5,042 萬 | 0.00% | −76,344−8.8% | 減碼 |
| Goldman Sachs Group Inc | 952,811 | $6,055 萬 | 0.01% | −548,845−36.5% | 減碼 |
| Price T Rowe Associates Inc | 972,342 | $6,179 萬 | 0.01% | +122,681+14.4% | 加碼 |
| NewEdge Wealth, LLC | 982,496 | $6,244 萬 | 1.13% | +24,907+2.6% | 加碼 |
| Qube Research & Technologies Ltd | 1,130,149 | $7,182 萬 | 0.13% | +659,797+140.3% | 加碼 |
| Royal Bank of Canada | 1,232,283 | $7,831 萬 | 0.02% | −92,596−7.0% | 減碼 |
| Invesco Ltd. | 1,244,273 | $7,907 萬 | 0.02% | +34,608+2.9% | 加碼 |
| Norges Bank | 1,340,346 | $8,518 萬 | 0.01% | −330,455−19.8% | 減碼 |
| LSV Asset Management | 1,525,151 | $9,692 萬 | 0.21% | −50,340−3.2% | 減碼 |
| Bank of New York Mellon Corp | 1,636,818 | $1.04 億 | 0.02% | −111,277−6.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,818,583 | $1.16 億 | 0.10% | +268,285+17.3% | 加碼 |
| Lazard Asset Management LLC | 1,889,445 | $1.20 億 | 0.16% | −373,631−16.5% | 減碼 |
| AQR Capital Management LLC | 2,129,878 | $1.35 億 | 0.19% | −1,573−0.1% | 減碼 |
| Northern Trust Corp | 2,153,627 | $1.37 億 | 0.02% | −61,616−2.8% | 減碼 |
| Morgan Stanley | 2,168,595 | $1.38 億 | 0.01% | +1,170,712+117.3% | 加碼 |
| Pacer Advisors, Inc. | 2,258,297 | $1.44 億 | 0.31% | −479,893−17.5% | 減碼 |
| Dimensional Fund Advisors LP | 2,305,109 | $1.46 億 | 0.04% | −179,308−7.2% | 減碼 |
| Wellington Management Group LLP | 2,335,711 | $1.48 億 | 0.03% | −1,031,492−30.6% | 減碼 |
| Geode Capital Management, LLC | 2,614,941 | $1.66 億 | 0.01% | −60,115−2.2% | 減碼 |
| Boston Partners | 2,840,233 | $1.80 億 | 0.21% | −413,493−12.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,178,543 | $2.66 億 | 1.04% | +640,405+18.1% | 加碼 |
| State Street Corp | 4,491,366 | $2.87 億 | 0.01% | −214,656−4.6% | 減碼 |
| Charles Schwab Investment Management Inc | 4,936,829 | $3.14 億 | 0.06% | +255,354+5.5% | 加碼 |
| Vanguard Group Inc | 14,217,331 | $9.04 億 | 0.02% | −485,498−3.3% | 減碼 |
| BlackRock, Inc. | 16,176,903 | $10.3 億 | 0.02% | +16,176,903 | 新進 |
| FMR LLC | 18,932,445 | $12.0 億 | 0.07% | −1,996,584−9.5% | 減碼 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −657,571−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −188,637−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −141,274−100.0% | 清倉 |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −62,364−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −48,800−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −33,550−100.0% | 清倉 |
| Sumitomo Mitsui Financial Group, Inc. | 0 | $0 | 0.00% | −21,664−100.0% | 清倉 |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −18,750−100.0% | 清倉 |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −21,249−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −16,467−100.0% | 清倉 |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −40,034−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −12,177−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,903−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −8,815−100.0% | 清倉 |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,646−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,146−100.0% | 清倉 |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −5,976−100.0% | 清倉 |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −5,414−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,280−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,116−100.0% | 清倉 |
| Alpha Omega Wealth Management LLC | 0 | $0 | 0.00% | −5,029−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −4,958−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,766−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,700−100.0% | 清倉 |
| BCS Wealth Management | 0 | $0 | 0.00% | −4,611−100.0% | 清倉 |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −4,319−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −4,300−100.0% | 清倉 |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,061−100.0% | 清倉 |
| Retirement Planning Group | 0 | $0 | 0.00% | −3,931−100.0% | 清倉 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,718−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,339−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −1,565−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −555−100.0% | 清倉 |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −400−100.0% | 清倉 |
| Family Firm, Inc. | 0 | $0 | 0.00% | −268−100.0% | 清倉 |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −229−100.0% | 清倉 |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −149−100.0% | 清倉 |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −123−100.0% | 清倉 |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | 清倉 |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −36−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | 0 | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | 本季未申報 |
| Rain Capital Management, LLC | – | – | – | – | 本季未申報 |
| Taylor Hoffman Wealth Management | – | – | – | – | 本季未申報 |
| Custom Portfolio Group LLC | – | – | – | – | 本季未申報 |