H&R Block Inc
HRB- 交易所
- NYSE
- 產業
- Services-Personal Services
- SEC CIK
- 0000012659
近 90 天，H&R Block Inc 內部人申報 0 筆公開市場買進、1 筆賣出；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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 24,891 | $158.4 萬 | 0.01% | +1,357+5.8% | 加碼 |
| Kestra Advisory Services, LLC | 24,848 | $157.9 萬 | 0.01% | −361−1.4% | 減碼 |
| LGT Group Foundation | 24,859 | $156.2 萬 | 0.03% | +24,859 | 新進 |
| Verition Fund Management LLC | 24,580 | $156.2 萬 | 0.01% | +15,489+170.4% | 加碼 |
| SG Americas Securities, LLC | 24,549 | $156.0 萬 | 0.01% | −29,699−54.7% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 24,376 | $154.9 萬 | 0.11% | 00.0% | 不變 |
| Sterling Capital Management LLC | 23,112 | $146.9 萬 | 0.02% | +23,112 | 新進 |
| Quent Capital, LLC | 23,056 | $146.5 萬 | 0.15% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 23,000 | $146.2 萬 | 0.00% | −104,600−82.0% | 減碼 |
| QRG Capital Management, Inc. | 22,960 | $145.9 萬 | 0.02% | +1,086+5.0% | 加碼 |
| Convergence Investment Partners, LLC | 22,382 | $142.2 萬 | 0.38% | −7,168−24.3% | 減碼 |
| Nebula Research & Development LLC | 21,956 | $139.5 萬 | 0.17% | +21,956 | 新進 |
| Argyle Capital Management Inc. | 21,950 | $139.5 萬 | 0.56% | −5,350−19.6% | 減碼 |
| Measured Wealth Private Client Group, LLC | 21,810 | $138.6 萬 | 0.46% | −2,054−8.6% | 減碼 |
| Guggenheim Capital LLC | 21,686 | $137.8 萬 | 0.01% | −3,899−15.2% | 減碼 |
| Bayesian Capital Management, LP | 21,327 | $135.5 萬 | 0.16% | +16,200+316.0% | 加碼 |
| Ceera Investments, LLC | 21,314 | $135.5 萬 | 0.51% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 21,000 | $133.5 萬 | 0.33% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 21,000 | $133.4 萬 | 0.44% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 20,755 | $131.9 萬 | 0.14% | 00.0% | 不變 |
| Huber Capital Management LLC | 20,200 | $128.4 萬 | 0.26% | −3,000−12.9% | 減碼 |
| Wealthfront Advisers LLC | 19,634 | $124.8 萬 | 0.00% | −316−1.6% | 減碼 |
| RSM US Wealth Management LLC | 19,635 | $124.5 萬 | 0.02% | +2,901+17.3% | 加碼 |
| Asset Management One Co.,Ltd. | 19,519 | $124.0 萬 | 0.00% | +19,519 | 新進 |
| Toroso Investments, LLC | 19,495 | $123.9 萬 | 0.01% | +8,036+70.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 19,484 | $123.8 萬 | 0.00% | +3,313+20.5% | 加碼 |
| Vestcor Inc | 19,111 | $121.5 萬 | 0.04% | 00.0% | 不變 |
| Kessler Investment Group, LLC | 19,035 | $121.0 萬 | 0.62% | +51+0.3% | 加碼 |
| Xponance, Inc. | 18,871 | $119.9 萬 | 0.01% | +25+0.1% | 加碼 |
| Ifrah Financial Services, Inc. | 18,306 | $116.3 萬 | 0.31% | −348−1.9% | 減碼 |
| Gsa Capital Partners LLP | 18,230 | $115.9 萬 | 0.09% | +18,230 | 新進 |
| Pictet Asset Management Holding SA | 18,189 | $115.6 萬 | 0.00% | +1,131+6.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 18,108 | $115.1 萬 | 0.00% | −1,638−8.3% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 18,051 | $114.7 萬 | 0.02% | +18,051 | 新進 |
| HighTower Advisors, LLC | 17,982 | $114.7 萬 | 0.00% | +2,803+18.5% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $114.4 萬 | 0.14% | 00.0% | 不變 |
| Invst, LLC | 17,913 | $113.8 萬 | 0.14% | −102−0.6% | 減碼 |
| MSH Capital Advisors LLC | 17,529 | $111.4 萬 | 0.34% | 00.0% | 不變 |
| Employees Retirement System of Texas | 17,406 | $110.6 萬 | 0.01% | +17,406 | 新進 |
| Carlson Capital Management | 17,400 | $110.6 萬 | 0.05% | 00.0% | 不變 |
| JustInvest LLC | 17,267 | $109.7 萬 | 0.02% | +854+5.2% | 加碼 |
| AXA S.A. | 17,097 | $108.7 萬 | 0.00% | +2,797+19.6% | 加碼 |
| Axiom Advisory, LLC | 18,048 | $107.6 萬 | 0.01% | +282+1.6% | 加碼 |
| Rockland Trust Co | 16,866 | $107.2 萬 | 0.05% | +200+1.2% | 加碼 |
| Federated Hermes, Inc. | 16,591 | $105.4 萬 | 0.00% | −730−4.2% | 減碼 |
| Ascent Group, LLC | 15,942 | $101.3 萬 | 0.08% | −1,935−10.8% | 減碼 |
| New York Life Investment Management LLC | 15,917 | $101.2 萬 | 0.01% | −913−5.4% | 減碼 |
| Park Avenue Securities LLC | 15,857 | $100.8 萬 | 0.01% | +303+1.9% | 加碼 |
| Hancock Whitney Corp | 15,662 | $99.5 萬 | 0.03% | +15,662 | 新進 |
| Baird Financial Group, Inc. | 15,609 | $99.2 萬 | 0.00% | −655−4.0% | 減碼 |
| MML Investors Services, LLC | 15,555 | $98.9 萬 | 0.00% | −1,163−7.0% | 減碼 |
| Legacy Bridge, LLC | 15,277 | $97.1 萬 | 0.52% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 15,241 | $96.9 萬 | 0.00% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $95.3 萬 | 0.05% | 00.0% | 不變 |
| Advisory Research Inc | 14,992 | $95.3 萬 | 0.17% | −8,722−36.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 14,876 | $94.5 萬 | 0.00% | −3,199−17.7% | 減碼 |
| Ontario Teachers Pension Plan Board | 13,969 | $88.8 萬 | 0.01% | −15,128−52.0% | 減碼 |
| Savant Capital, LLC | 13,923 | $88.5 萬 | 0.01% | −7,948−36.3% | 減碼 |
| Entropy Technologies, LP | 13,667 | $86.9 萬 | 0.09% | −5,088−27.1% | 減碼 |
| Farther Finance Advisors, LLC | 13,617 | $86.5 萬 | 0.03% | +3,527+35.0% | 加碼 |
| Quantedge Capital Pte Ltd | 13,000 | $82.6 萬 | 0.25% | +13,000 | 新進 |
| Wolverine Trading, LLC | 12,911 | $82.2 萬 | 0.02% | −2,847−18.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 12,697 | $81.2 萬 | 0.01% | +1,860+17.2% | 加碼 |
| Affinity Wealth Management LLC | 12,691 | $80.7 萬 | 0.14% | +12,691 | 新進 |
| TCM Advisors, LLC | – | $80.1 萬 | 0.66% | – | – |
| Intech Investment Management LLC | 12,588 | $80.0 萬 | 0.01% | −14,188−53.0% | 減碼 |
| CSS LLC | 12,448 | $79.1 萬 | 0.05% | +500+4.2% | 加碼 |
| Quest Partners LLC | 12,341 | $78.4 萬 | 0.07% | +11,627+1,628.4% | 加碼 |
| US Bancorp | 12,125 | $77.1 萬 | 0.00% | −8,924−42.4% | 減碼 |
| Aviso Wealth Management | 11,917 | $75.7 萬 | 0.41% | −500−4.0% | 減碼 |
| Brown Advisory Inc | 11,757 | $74.7 萬 | 0.00% | 00.0% | 不變 |
| RMB Capital Management, LLC | 11,632 | $73.9 萬 | 0.02% | 00.0% | 不變 |
| Point72 (DIFC) Ltd | 11,617 | $73.8 萬 | 0.06% | +11,617 | 新進 |
| IMC-Chicago, LLC | 11,589 | $73.6 萬 | 0.02% | +11,589 | 新進 |
| CWA Asset Management Group, LLC | 11,507 | $73.1 萬 | 0.04% | +11,507 | 新進 |
| New Vernon Capital Holdings II LLC | 11,314 | $71.9 萬 | 0.39% | 00.0% | 不變 |
| Captrust Financial Advisors | 11,169 | $71.0 萬 | 0.00% | +2,645+31.0% | 加碼 |
| Fifth Third Bancorp | 11,007 | $69.9 萬 | 0.00% | +452+4.3% | 加碼 |
| Pallas Capital Advisors LLC | 11,538 | $69.2 萬 | 0.03% | +4,652+67.6% | 加碼 |
| Group One Trading, L.P. | 10,878 | $69.1 萬 | 0.03% | +2,375+27.9% | 加碼 |
| TownSquare Capital, LLC | 10,855 | $69.0 萬 | 0.01% | +1,418+15.0% | 加碼 |
| Securian Asset Management, Inc | 10,854 | $69.0 萬 | 0.02% | −274−2.5% | 減碼 |
| D.A. Davidson & Co. | 10,734 | $68.2 萬 | 0.01% | −10.0% | 減碼 |
| Inceptionr LLC | 10,627 | $67.5 萬 | 0.16% | +10,627 | 新進 |
| Jones Financial Companies LLLP | 10,600 | $67.4 萬 | 0.00% | +9,297+713.5% | 加碼 |
| Sunbelt Securities, Inc. | 10,290 | $65.4 萬 | 0.06% | +27+0.3% | 加碼 |
| AE Wealth Management LLC | 10,245 | $65.1 萬 | 0.01% | −1,312−11.4% | 減碼 |
| First Citizens Bank & Trust Co | 10,160 | $64.6 萬 | 0.01% | +337+3.4% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 10,122 | $64.3 萬 | 1.56% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $63.9 萬 | 0.01% | 00.0% | 不變 |
| Fulton Breakefield Broenniman LLC | 9,920 | $63.0 萬 | 0.04% | −100−1.0% | 減碼 |
| Keybank National Association | 9,593 | $61.0 萬 | 0.00% | −1,438−13.0% | 減碼 |
| IFP Advisors, Inc | 9,551 | $60.7 萬 | 0.02% | +5,846+157.8% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 9,477 | $60.2 萬 | 0.24% | +373+4.1% | 加碼 |
| Chesley Taft & Associates LLC | 9,400 | $59.7 萬 | 0.03% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 9,289 | $59.0 萬 | 0.11% | +9,289 | 新進 |
| Wedmont Private Capital | 9,507 | $58.7 萬 | 0.03% | +578+6.5% | 加碼 |
| Boston Family Office LLC | 9,000 | $57.2 萬 | 0.04% | 00.0% | 不變 |
| Ieq Capital, LLC | 8,947 | $56.9 萬 | 0.01% | +8,947 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 8,927 | $56.7 萬 | 0.08% | +8,927 | 新進 |