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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 9,416 | $55.9 萬 | 0.08% | +228+2.5% | 加碼 |
| TriaGen Wealth Management LLC | 8,737 | $55.5 萬 | 0.19% | +95+1.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 8,614 | $54.7 萬 | 0.03% | +4,571+113.1% | 加碼 |
| Credit Agricole S A | 8,606 | $54.7 萬 | 0.00% | +8,606 | 新進 |
| Tradewinds, LLC. | 8,581 | $54.5 萬 | 0.17% | 00.0% | 不變 |
| Ethic Inc. | 11,064 | $54.3 萬 | 0.01% | −2,315−17.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,227 | $52.3 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 8,195 | $52.1 萬 | 0.00% | +916+12.6% | 加碼 |
| FIL Ltd | 8,084 | $51.4 萬 | 0.00% | +6,921+595.1% | 加碼 |
| CWC Advisors, LLC. | 7,963 | $50.6 萬 | 0.50% | +7,963 | 新進 |
| Neuberger Berman Group LLC | 7,935 | $50.4 萬 | 0.00% | −1,580−16.6% | 減碼 |
| Maryland State Retirement & Pension System | 7,927 | $50.4 萬 | 0.01% | −3,660−31.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 7,902 | $50.2 萬 | 0.00% | +2,538+47.3% | 加碼 |
| Dorsey Wright & Associates | 7,813 | $49.7 萬 | 0.12% | 00.0% | 不變 |
| Principal Securities, Inc. | 7,766 | $49.4 萬 | 0.01% | +1,604+26.0% | 加碼 |
| CIBC World Markets Inc. | 7,600 | $48.3 萬 | 0.00% | +470+6.6% | 加碼 |
| Utah Retirement Systems | 7,400 | $47.0 萬 | 0.01% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 7,385 | $46.9 萬 | 0.03% | +56+0.8% | 加碼 |
| SageView Advisory Group, LLC | 7,353 | $46.7 萬 | 0.02% | −219−2.9% | 減碼 |
| True Vision MN LLC | 7,306 | $46.7 萬 | 0.28% | +1,072+17.2% | 加碼 |
| Baader Bank INC | 7,295 | $46.4 萬 | 0.04% | +7,295 | 新進 |
| Oppenheimer & Co Inc | 7,250 | $46.1 萬 | 0.01% | +7,250 | 新進 |
| Moody Lynn & Lieberson, LLC | 7,137 | $45.4 萬 | 0.03% | 00.0% | 不變 |
| Colony Group, LLC | 7,067 | $44.9 萬 | 0.00% | +7,067 | 新進 |
| Balyasny Asset Management LLC | 7,019 | $44.6 萬 | 0.00% | −1,115−13.7% | 減碼 |
| Waldron Private Wealth LLC | 6,966 | $44.3 萬 | 0.02% | +22+0.3% | 加碼 |
| Spears Abacus Advisors LLC | 6,895 | $43.8 萬 | 0.01% | +6,895 | 新進 |
| Avantax Advisory Services, Inc. | 6,650 | $42.3 萬 | 0.00% | +92+1.4% | 加碼 |
| Focus Financial Network, Inc. | 6,593 | $42.1 萬 | 0.02% | 00.0% | 不變 |
| Shell Asset Management Co | 6,456 | $41.0 萬 | 0.02% | +6,456 | 新進 |
| Csenge Advisory Group | 6,670 | $40.6 萬 | 0.02% | −53−0.8% | 減碼 |
| WBI Investments | 6,344 | $40.3 萬 | 0.10% | +6,344 | 新進 |
| nVerses Capital, LLC | 6,200 | $39.4 萬 | 0.18% | +6,200 | 新進 |
| Hilltop Holdings Inc. | 6,177 | $39.3 萬 | 0.03% | +6,177 | 新進 |
| International Assets Investment Management, LLC | 24,785 | $39.0 萬 | 0.00% | +24,785 | 新進 |
| ProShare Advisors LLC | 6,085 | $38.7 萬 | 0.00% | −496−7.5% | 減碼 |
| TD Private Client Wealth LLC | 6,076 | $38.6 萬 | 0.01% | +1,695+38.7% | 加碼 |
| Jump Financial, LLC | 6,000 | $38.1 萬 | 0.01% | −1,000−14.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,997 | $38.1 萬 | 0.01% | +5,997 | 新進 |
| CAPROCK Group, Inc. | 5,902 | $37.7 萬 | 0.01% | +746+14.5% | 加碼 |
| Bank of Nova Scotia | 5,909 | $37.6 萬 | 0.00% | −1,298−18.0% | 減碼 |
| HSBC Holdings PLC | 5,847 | $37.2 萬 | 0.00% | −18,501−76.0% | 減碼 |
| National Bank of Canada | 5,843 | $37.1 萬 | 0.00% | −405−6.5% | 減碼 |
| Park National Corp | 5,775 | $36.7 萬 | 0.01% | −282−4.7% | 減碼 |
| Proequities, Inc. | 5,729 | $36.6 萬 | 0.02% | −375−6.1% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 5,669 | $36.2 萬 | 0.01% | −17−0.3% | 減碼 |
| Kingsview Wealth Management, LLC | 5,667 | $36.0 萬 | 0.01% | +410+7.8% | 加碼 |
| Arnhold LLC | 5,600 | $35.6 萬 | 0.03% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 5,599 | $35.6 萬 | 0.00% | +378+7.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,599 | $35.6 萬 | 0.00% | +378+7.2% | 加碼 |
| IHT Wealth Management, LLC | 5,586 | $35.5 萬 | 0.01% | +288+5.4% | 加碼 |
| Brown Capital Management LLC | 5,585 | $35.5 萬 | 0.01% | 00.0% | 不變 |
| Shelton Capital Management | 5,572 | $35.4 萬 | 0.01% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 5,555 | $35.3 萬 | 0.07% | +500+9.9% | 加碼 |
| Lindenwold Advisors | 5,523 | $35.1 萬 | 0.18% | +5,523 | 新進 |
| Prosperity Consulting Group, LLC | 5,491 | $34.9 萬 | 0.03% | +5,491 | 新進 |
| Gallacher Capital Management LLC | 5,389 | $34.2 萬 | 0.16% | −1,398−20.6% | 減碼 |
| Vident Advisory, LLC | 5,275 | $33.5 萬 | 0.01% | −12,386−70.1% | 減碼 |
| Washington Trust Co | 5,100 | $32.4 萬 | 0.01% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 5,043 | $32.0 萬 | 0.02% | 00.0% | 不變 |
| Roof Eidam & Maycock | 5,000 | $31.8 萬 | 0.08% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,000 | $31.8 萬 | 0.03% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,000 | $31.8 萬 | 0.04% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 4,878 | $30.9 萬 | 0.01% | +198+4.2% | 加碼 |
| Intrust Bank NA | 4,826 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 4,800 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Private Advisor Group, LLC | 4,800 | $30.5 萬 | 0.00% | −1,517−24.0% | 減碼 |
| My Legacy Advisors, LLC | 4,765 | $30.3 萬 | 0.12% | −960−16.8% | 減碼 |
| ClearAlpha Technologies LP | 4,713 | $30.0 萬 | 0.13% | −1,420−23.2% | 減碼 |
| Umb Bank N A | 4,699 | $29.9 萬 | 0.00% | +349+8.0% | 加碼 |
| Ronald Blue Trust, Inc. | 5,482 | $29.7 萬 | 0.00% | +1,219+28.6% | 加碼 |
| Globeflex Capital L P | 4,663 | $29.6 萬 | 0.03% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 4,952 | $29.6 萬 | 0.01% | −20.0% | 減碼 |
| PFG Investments, LLC | 4,643 | $29.5 萬 | 0.02% | +18+0.4% | 加碼 |
| Fort, L.P. | 4,628 | $29.4 萬 | 0.74% | +17+0.4% | 加碼 |
| Silver Coast Investments LLC | 4,576 | $29.1 萬 | 0.11% | +4,576 | 新進 |
| Fifth Third Wealth Advisors LLC | 4,539 | $28.8 萬 | 0.02% | −205−4.3% | 減碼 |
| NDVR, Inc. | 4,515 | $28.7 萬 | 0.29% | +192+4.4% | 加碼 |
| 1620 Investment Advisors, Inc. | 4,504 | $28.6 萬 | 0.21% | −3,921−46.5% | 減碼 |
| Resources Investment Advisors, LLC. | 4,473 | $28.4 萬 | 0.00% | −163−3.5% | 減碼 |
| Range Financial Group LLC | 4,406 | $28.0 萬 | 0.39% | −10,347−70.1% | 減碼 |
| Bleakley Financial Group, LLC | 4,392 | $27.9 萬 | 0.01% | +73+1.7% | 加碼 |
| Eagle Bay Advisors LLC | 4,276 | $27.3 萬 | 0.10% | +56+1.3% | 加碼 |
| DGS Capital Management, LLC | 4,251 | $27.0 萬 | 0.07% | +298+7.5% | 加碼 |
| EP Wealth Advisors, LLC | 4,245 | $27.0 萬 | 0.00% | +221+5.5% | 加碼 |
| Brown Brothers Harriman & Co | 4,180 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Westshore Wealth, LLC | 4,174 | $26.5 萬 | 0.11% | −146−3.4% | 減碼 |
| Banque Cantonale Vaudoise | 4,124 | $26.2 萬 | 0.01% | +1,586+62.5% | 加碼 |
| Barnett & Company, Inc. | 4,120 | $26.2 萬 | 0.17% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 4,110 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Martingale Asset Management L P | 4,059 | $25.8 萬 | 0.01% | +19+0.5% | 加碼 |
| CIBC Asset Management Inc | 4,041 | $25.7 萬 | 0.00% | +141+3.6% | 加碼 |
| Thrive Wealth Management, LLC | 4,040 | $25.7 萬 | 0.05% | 00.0% | 不變 |
| Profund Advisors LLC | 4,024 | $25.6 萬 | 0.01% | −23−0.6% | 減碼 |
| Belmont Capital, LLC | 4,000 | $25.4 萬 | 0.04% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 3,945 | $25.1 萬 | 0.02% | +3,945 | 新進 |
| Strategy Asset Managers LLC | 3,864 | $24.6 萬 | 0.05% | +3,864 | 新進 |
| Hyperion Capital Advisors LP | 3,800 | $24.1 萬 | 0.11% | +3,800 | 新進 |
| Next Level Private LLC | 3,757 | $23.9 萬 | 0.10% | +22+0.6% | 加碼 |
| Gries Financial LLC | 3,664 | $23.3 萬 | 0.04% | −94−2.5% | 減碼 |