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 4 季 13F 持有人
H&R Block Inc 在 2024/12/31 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
- 552
- 較 2024 年第 3 季 +16 家
- 持有股數
- 1.26 億
- 較 2024 年第 3 季 +210.5 萬 (+1.7%)
- 總市值
- $66.8 億
- 較 2024 年第 3 季 −$12.2 億 (−15.5%)
- 新進機構
- 83
- 另有 212 家加碼
- 清倉機構
- 67
- 另有 168 家減碼
另有 8 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Archer Investment Corp | 800 | $4.23 萬 | 0.01% | 00.0% | 不變 |
| Valley National Advisers Inc | 827 | $4.30 萬 | 0.01% | +27+3.4% | 加碼 |
| Versant Capital Management, Inc | 834 | $4.41 萬 | 0.01% | +56+7.2% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 838 | $4.43 萬 | 0.01% | +289+52.6% | 加碼 |
| SBI Securities Co., Ltd. | 867 | $4.58 萬 | 0.00% | +867 | 新進 |
| Nomura Asset Management Co Ltd | 1,090 | $5.76 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 1,113 | $5.90 萬 | 0.04% | −105−8.6% | 減碼 |
| HM Payson & Co | 1,150 | $6.08 萬 | 0.00% | 00.0% | 不變 |
| Continuum Advisory, LLC | 1,165 | $6.16 萬 | 0.01% | +50+4.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,182 | $6.20 萬 | 0.00% | −306−20.6% | 減碼 |
| Parallel Advisors, LLC | 1,307 | $6.91 萬 | 0.00% | −119−8.3% | 減碼 |
| Quadrant Capital Group LLC | 1,378 | $7.28 萬 | 0.01% | +104+8.2% | 加碼 |
| Bryn Mawr Trust Co | 1,381 | $7.30 萬 | 0.00% | −1,280−48.1% | 減碼 |
| Geneos Wealth Management Inc. | 1,413 | $7.47 萬 | 0.00% | +1,413 | 新進 |
| Huntington National Bank | 1,417 | $7.49 萬 | 0.00% | +72+5.4% | 加碼 |
| Richardson Financial Services Inc. | 1,490 | $7.77 萬 | 0.05% | +14+0.9% | 加碼 |
| Harbour Investments, Inc. | 1,520 | $8.03 萬 | 0.00% | +1,428+1,552.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,609 | $8.50 萬 | 0.00% | +1,426+779.2% | 加碼 |
| GeoWealth Management, LLC | 1,612 | $8.52 萬 | 0.00% | +750+87.0% | 加碼 |
| Kapitalo Investimentos Ltda | 1,614 | $8.53 萬 | 0.06% | +1,614 | 新進 |
| Lindbrook Capital, LLC | 1,659 | $8.77 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,660 | $8.77 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,980 | $10.5 萬 | 0.01% | +1+0.1% | 加碼 |
| Independence Bank of Kentucky | 2,000 | $10.6 萬 | 0.02% | +2,000 | 新進 |
| Mendota Financial Group, LLC | 2,199 | $11.6 萬 | 0.08% | +2,199 | 新進 |
| Salem Investment Counselors Inc | 2,200 | $11.7 萬 | 0.00% | −50−2.2% | 減碼 |
| Private Trust Co NA | 2,283 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 2,303 | $12.2 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 2,415 | $12.8 萬 | 0.00% | +13+0.5% | 加碼 |
| Bessemer Group Inc | 2,606 | $13.8 萬 | 0.00% | +148+6.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,646 | $14.4 萬 | 0.00% | +263+11.0% | 加碼 |
| SRS Capital Advisors, Inc. | 2,755 | $14.6 萬 | 0.01% | +1,455+111.9% | 加碼 |
| Ci Investments Inc. | 3,027 | $16.0 萬 | 0.00% | +98+3.3% | 加碼 |
| Paladin Advisory Group, LLC | 3,584 | $18.9 萬 | 0.15% | 00.0% | 不變 |
| Quarry LP | 3,700 | $19.6 萬 | 0.04% | +3,700 | 新進 |
| Lecap Asset Management Ltd | 3,796 | $20.1 萬 | 0.05% | −22,647−85.6% | 減碼 |
| Plato Investment Management Ltd | 3,814 | $20.2 萬 | 0.01% | +3,650+2,225.6% | 加碼 |
| Axxcess Wealth Management, LLC | 3,846 | $20.3 萬 | 0.01% | +274+7.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,853 | $20.4 萬 | 0.01% | +3,853 | 新進 |
| Colonial River Wealth Management, LLC | 3,860 | $20.4 萬 | 0.10% | +268+7.5% | 加碼 |
| Global Retirement Partners, LLC | 3,863 | $20.4 萬 | 0.01% | +766+24.7% | 加碼 |
| Strategy Asset Managers LLC | 3,864 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 3,952 | $20.9 萬 | 0.00% | +1,240+45.7% | 加碼 |
| Allworth Financial LP | 3,968 | $21.1 萬 | 0.00% | +2,322+141.1% | 加碼 |
| Belmont Capital, LLC | 4,000 | $21.1 萬 | 0.03% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 4,040 | $21.3 萬 | 0.04% | 00.0% | 不變 |
| Stevens Capital Management LP | 4,045 | $21.4 萬 | 0.09% | +4,045 | 新進 |
| Armstrong Advisory Group, Inc | 4,110 | $21.7 萬 | 0.02% | 00.0% | 不變 |
| Barnett & Company, Inc. | 4,120 | $21.8 萬 | 0.14% | 00.0% | 不變 |
| Westshore Wealth, LLC | 4,174 | $22.1 萬 | 0.09% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 4,180 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| PFG Investments, LLC | 4,197 | $22.2 萬 | 0.01% | −446−9.6% | 減碼 |
| Prossimo Advisors, LLC | 4,237 | $22.4 萬 | 0.16% | +687+19.4% | 加碼 |
| DGS Capital Management, LLC | 4,260 | $22.5 萬 | 0.06% | +9+0.2% | 加碼 |
| CIBC Asset Management Inc | 4,263 | $22.5 萬 | 0.00% | +222+5.5% | 加碼 |
| Bleakley Financial Group, LLC | 4,323 | $22.8 萬 | 0.01% | −69−1.6% | 減碼 |
| Cahill Financial Advisors Inc | 4,355 | $23.0 萬 | 0.03% | +4,355 | 新進 |
| Eagle Bay Advisors LLC | 4,327 | $23.0 萬 | 0.14% | +51+1.2% | 加碼 |
| 1620 Investment Advisors, Inc. | 4,398 | $23.2 萬 | 0.18% | −106−2.4% | 減碼 |
| Resources Investment Advisors, LLC. | 4,469 | $23.6 萬 | 0.00% | −4−0.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,491 | $23.7 萬 | 0.01% | −48−1.1% | 減碼 |
| EP Wealth Advisors, LLC | 4,525 | $23.9 萬 | 0.00% | +280+6.6% | 加碼 |
| Coldstream Capital Management Inc | 4,630 | $24.5 萬 | 0.01% | −248−5.1% | 減碼 |
| Umb Bank N A | 4,686 | $24.8 萬 | 0.00% | −13−0.3% | 減碼 |
| Jefferies Financial Group Inc. | 4,758 | $25.1 萬 | 0.00% | +4,758 | 新進 |
| National Bank of Canada | 4,780 | $25.3 萬 | 0.00% | −1,063−18.2% | 減碼 |
| Guyasuta Investment Advisors Inc | 4,800 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Intrust Bank NA | 4,826 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 4,871 | $25.7 萬 | 0.00% | +650+15.4% | 加碼 |
| NDVR, Inc. | 4,873 | $25.7 萬 | 0.25% | +358+7.9% | 加碼 |
| Silver Coast Investments LLC | 4,876 | $25.8 萬 | 0.10% | +300+6.6% | 加碼 |
| CAPROCK Group, Inc. | 4,856 | $25.9 萬 | 0.01% | −1,046−17.7% | 減碼 |
| Balyasny Asset Management LLC | 4,951 | $26.2 萬 | 0.00% | −2,068−29.5% | 減碼 |
| Level Four Advisory Services, LLC | 4,961 | $26.2 萬 | 0.01% | +9+0.2% | 加碼 |
| Roof Eidam & Maycock | 5,000 | $26.4 萬 | 0.07% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,000 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,000 | $26.4 萬 | 0.03% | 00.0% | 不變 |
| Everett Harris & Co | 5,000 | $26.4 萬 | 0.00% | +5,000 | 新進 |
| Spears Abacus Advisors LLC | 5,030 | $26.6 萬 | 0.01% | −1,865−27.0% | 減碼 |
| Raiffeisen Bank International AG | 5,114 | $26.7 萬 | 0.00% | +5,114 | 新進 |
| Washington Trust Co | 5,100 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Shelton Capital Management | 5,268 | $27.8 萬 | 0.01% | −304−5.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 9,677 | $28.1 萬 | 0.05% | +9,677 | 新進 |
| Gallacher Capital Management LLC | 5,330 | $28.2 萬 | 0.14% | −59−1.1% | 減碼 |
| My Legacy Advisors, LLC | 5,124 | $28.4 萬 | 0.11% | +359+7.5% | 加碼 |
| EMC Capital Management | 5,512 | $29.1 萬 | 0.16% | −3,101−36.0% | 減碼 |
| Prosperity Consulting Group, LLC | 5,536 | $29.3 萬 | 0.02% | +45+0.8% | 加碼 |
| Journey Strategic Wealth LLC | 5,549 | $29.3 萬 | 0.01% | +5,549 | 新進 |
| Arnhold LLC | 5,600 | $29.6 萬 | 0.03% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 5,555 | $29.8 萬 | 0.06% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 5,660 | $29.9 萬 | 0.01% | −7−0.1% | 減碼 |
| IHT Wealth Management, LLC | 5,738 | $30.3 萬 | 0.01% | +152+2.7% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,703 | $30.3 萬 | 0.01% | +34+0.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 5,800 | $30.6 萬 | 0.01% | +5,800 | 新進 |
| KBC Group NV | 5,841 | $30.9 萬 | 0.00% | +2,281+64.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 5,878 | $31.1 萬 | 0.05% | +5,878 | 新進 |
| SG Americas Securities, LLC | 6,032 | $31.9 萬 | 0.00% | −18,517−75.4% | 減碼 |
| Bank of Nova Scotia | 6,170 | $32.6 萬 | 0.00% | +261+4.4% | 加碼 |
| Csenge Advisory Group | 6,210 | $32.8 萬 | 0.02% | −460−6.9% | 減碼 |
| Brown Capital Management LLC | 6,335 | $33.5 萬 | 0.01% | +750+13.4% | 加碼 |