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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 89,996 | $571.9 萬 | 0.01% | +28,081+45.4% | 加碼 |
| PEAK6 Investments LLC | 88,097 | $559.9 萬 | 0.28% | +88,097 | 新進 |
| HRT Financial LP | 87,670 | $557.1 萬 | 0.03% | −39,767−31.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 87,532 | $556.3 萬 | 0.02% | +46,736+114.6% | 加碼 |
| Brandywine Global Investment Management, LLC | 91,649 | $555.9 萬 | 0.04% | +9,280+11.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 86,421 | $550.0 萬 | 0.02% | +9,130+11.8% | 加碼 |
| Creative Planning | 86,175 | $547.6 萬 | 0.01% | +39,990+86.6% | 加碼 |
| Nisa Investment Advisors, LLC | 83,327 | $532.6 萬 | 0.03% | −63,953−43.4% | 減碼 |
| Amundi | 85,933 | $531.8 萬 | 0.00% | +85,718+39,868.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 82,600 | $524.9 萬 | 0.01% | +82,600 | 新進 |
| Ensign Peak Advisors, Inc | 82,237 | $522.6 萬 | 0.01% | +10,470+14.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 84,343 | $511.5 萬 | 0.05% | −5,080−5.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 80,250 | $510.0 萬 | 0.24% | −3,735−4.4% | 減碼 |
| Prudential PLC | 80,055 | $508.7 萬 | 0.03% | −56,862−41.5% | 減碼 |
| Thrivent Financial for Lutherans | 79,690 | $506.4 萬 | 0.01% | −7,928−9.0% | 減碼 |
| Redwood Investment Management, LLC | 76,350 | $485.8 萬 | 0.43% | −34,308−31.0% | 減碼 |
| Mutual of America Capital Management LLC | 75,445 | $479.5 萬 | 0.05% | −4,443−5.6% | 減碼 |
| LPL Financial LLC | 73,377 | $466.3 萬 | 0.00% | −2,875−3.8% | 減碼 |
| MetLife Investment Management | 73,365 | $466.2 萬 | 0.03% | −1,350−1.8% | 減碼 |
| Algert Global LLC | 72,110 | $458.3 萬 | 0.12% | +58,057+413.1% | 加碼 |
| Amalgamated Bank | 70,093 | $445.4 萬 | 0.04% | −17,568−20.0% | 減碼 |
| Janney Montgomery Scott LLC | 66,125 | $420.2 萬 | 0.01% | +66,125 | 新進 |
| Stifel Financial Corp | 64,969 | $412.9 萬 | 0.00% | +988+1.5% | 加碼 |
| Macquarie Group Ltd | 63,712 | $404.9 萬 | 0.00% | +22,649+55.2% | 加碼 |
| EAM Investors, LLC | 63,595 | $404.1 萬 | 0.60% | +63,595 | 新進 |
| Janus Henderson Group PLC | 62,859 | $399.7 萬 | 0.00% | +1,212+2.0% | 加碼 |
| Mackenzie Financial Corp | 61,311 | $389.6 萬 | 0.01% | −100,044−62.0% | 減碼 |
| Round Hill Asset Management | 60,453 | $384.2 萬 | 2.54% | −1,775−2.9% | 減碼 |
| Alberta Investment Management Corp | 59,900 | $380.7 萬 | 0.03% | −25,400−29.8% | 減碼 |
| PGGM Investments | 58,924 | $374.5 萬 | 0.05% | −10,152−14.7% | 減碼 |
| Quantinno Capital Management LP | 58,709 | $373.1 萬 | 0.05% | +17,580+42.7% | 加碼 |
| State of Tennessee, Treasury Department | 57,000 | $362.2 萬 | 0.01% | +6,000+11.8% | 加碼 |
| Alaska Permanent Fund Corp | 56,639 | $359.9 萬 | 0.05% | 00.0% | 不變 |
| Commerce Bank | 55,079 | $350.0 萬 | 0.02% | +8,513+18.3% | 加碼 |
| Rockefeller Capital Management L.P. | 53,621 | $340.7 萬 | 0.01% | −44,340−45.3% | 減碼 |
| Rings Capital Management LLC | 53,000 | $336.8 萬 | 1.76% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 52,743 | $335.2 萬 | 0.04% | −7,203−12.0% | 減碼 |
| Monument Capital Management | 52,640 | $334.5 萬 | 0.93% | +501+1.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 51,091 | $324.7 萬 | 0.01% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 49,778 | $316.4 萬 | 0.03% | −1,220−2.4% | 減碼 |
| Auxier Asset Management | 49,520 | $314.7 萬 | 0.47% | −100.0% | 減碼 |
| Agf Management Ltd | 48,038 | $305.3 萬 | 0.02% | −70.0% | 減碼 |
| Mariner, LLC | 47,143 | $299.6 萬 | 0.01% | +5,903+14.3% | 加碼 |
| Tealwood Asset Management Inc | 46,734 | $297.0 萬 | 1.30% | −641−1.4% | 減碼 |
| State of Alaska, Department of Revenue | 46,238 | $293.7 萬 | 0.03% | +1,100+2.4% | 加碼 |
| Burney Co | 45,717 | $290.5 萬 | 0.10% | −11,610−20.3% | 減碼 |
| Kendall Capital Management | 45,545 | $289.4 萬 | 0.89% | +3,255+7.7% | 加碼 |
| TrimTabs Asset Management, LLC | 44,051 | $279.9 萬 | 0.65% | +20.0% | 加碼 |
| Deutsche Bank AG | 43,284 | $275.1 萬 | 0.00% | −84,845−66.2% | 減碼 |
| Advisor Group Holdings, Inc. | 43,268 | $275.0 萬 | 0.01% | −8,640−16.6% | 減碼 |
| Optimist Retirement Group LLC | 43,082 | $273.8 萬 | 1.24% | −2,354−5.2% | 減碼 |
| Teza Capital Management LLC | 42,774 | $271.8 萬 | 0.30% | +42,774 | 新進 |
| Acadian Asset Management LLC | 42,622 | $270.6 萬 | 0.01% | +42,622 | 新進 |
| Human Investing LLC | 42,058 | $267.3 萬 | 0.48% | −886−2.1% | 減碼 |
| Seven Eight Capital, LP | 40,698 | $258.6 萬 | 0.23% | +19,188+89.2% | 加碼 |
| Arizona State Retirement System | 40,174 | $255.3 萬 | 0.02% | +1,114+2.9% | 加碼 |
| Capital Fund Management S.A. | 40,031 | $254.4 萬 | 0.03% | +40,031 | 新進 |
| Two Sigma Investments, LP | 39,904 | $253.6 萬 | 0.01% | +6,891+20.9% | 加碼 |
| Louisiana State Employees Retirement System | 38,700 | $245.9 萬 | 0.05% | −800−2.0% | 減碼 |
| M&T Bank Corp | 38,292 | $243.3 萬 | 0.01% | +266+0.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 37,842 | $240.5 萬 | 0.18% | −9,097−19.4% | 減碼 |
| Cunning Capital Partners, LP | 37,575 | $238.8 萬 | 1.27% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 36,752 | $233.6 萬 | 0.06% | +36,627+29,301.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,721 | $233.4 萬 | 0.01% | −6,798−15.6% | 減碼 |
| Prudential Financial Inc | 36,357 | $231.0 萬 | 0.00% | +6,621+22.3% | 加碼 |
| Handelsbanken Fonder AB | 36,100 | $229.4 萬 | 0.01% | +7,400+25.8% | 加碼 |
| Ritholtz Wealth Management | 34,854 | $221.5 萬 | 0.07% | −3,721−9.6% | 減碼 |
| Citigroup Inc | 34,187 | $217.3 萬 | 0.00% | −5,892−14.7% | 減碼 |
| GWM Advisors LLC | 33,674 | $214.0 萬 | 0.01% | +4,454+15.2% | 加碼 |
| South Dakota Investment Council | 33,362 | $212.0 萬 | 0.04% | −67,416−66.9% | 減碼 |
| Centiva Capital, LP | 33,299 | $211.6 萬 | 0.10% | +19,839+147.4% | 加碼 |
| Cetera Investment Advisers | 33,285 | $211.5 萬 | 0.00% | +2,970+9.8% | 加碼 |
| State of Michigan Retirement System | 33,168 | $210.8 萬 | 0.01% | −400−1.2% | 減碼 |
| Zacks Investment Management | 32,904 | $209.1 萬 | 0.02% | +32,904 | 新進 |
| Pinebridge Investments, L.P. | 32,526 | $206.7 萬 | 0.02% | +22,436+222.4% | 加碼 |
| Illinois Municipal Retirement Fund | 32,428 | $206.1 萬 | 0.03% | 00.0% | 不變 |
| Versor Investments LP | 31,900 | $202.7 萬 | 0.32% | +16,140+102.4% | 加碼 |
| Glenmede Trust Co NA | 31,353 | $199.2 萬 | 0.01% | −20.0% | 減碼 |
| New Mexico Educational Retirement Board | 31,100 | $197.6 萬 | 0.07% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 30,970 | $196.8 萬 | 0.05% | −172−0.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,771 | $195.5 萬 | 0.01% | −155−0.5% | 減碼 |
| Linden Thomas Advisory Services, LLC | 30,643 | $194.7 萬 | 0.27% | −170−0.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 30,343 | $192.8 萬 | 0.20% | +30,343 | 新進 |
| Man Group plc | 30,260 | $192.3 萬 | 0.01% | +25,353+516.7% | 加碼 |
| CWM, LLC | 29,260 | $185.9 萬 | 0.01% | +12,941+79.3% | 加碼 |
| Point72 Asset Management, L.P. | 28,652 | $182.1 萬 | 0.01% | +28,652 | 新進 |
| Ameritas Investment Partners, Inc. | 28,639 | $182.0 萬 | 0.06% | −1,039−3.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 28,424 | $180.6 萬 | 0.03% | −600−2.1% | 減碼 |
| Susquehanna International Group, LLP | 27,885 | $177.2 萬 | 0.00% | +16,869+153.1% | 加碼 |
| GTS Securities LLC | 27,407 | $174.2 萬 | 0.04% | +9,002+48.9% | 加碼 |
| Russell Investments Group, Ltd. | 27,241 | $173.1 萬 | 0.00% | +13,163+93.5% | 加碼 |
| Caxton Associates LP | 27,145 | $172.5 萬 | 0.08% | −12,352−31.3% | 減碼 |
| Cresset Asset Management, LLC | 26,321 | $168.2 萬 | 0.01% | +8,213+45.4% | 加碼 |
| Lecap Asset Management Ltd | 26,443 | $168.0 萬 | 0.36% | +19,050+257.7% | 加碼 |
| STRS Ohio | 26,363 | $167.5 萬 | 0.01% | +26,363 | 新進 |
| F/M Investments LLC | 26,405 | $167.0 萬 | 0.06% | +4,349+19.7% | 加碼 |
| Commonwealth Equity Services, LLC | 25,893 | $164.5 萬 | 0.00% | −787−2.9% | 減碼 |
| Natixis Advisors, L.P. | 25,802 | $164.0 萬 | 0.00% | +2,113+8.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 25,641 | $162.9 萬 | 0.00% | +9,773+61.6% | 加碼 |
| Bank of Montreal | 24,934 | $158.7 萬 | 0.00% | +467+1.9% | 加碼 |