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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 6,412 | $33.9 萬 | 0.00% | +327+5.4% | 加碼 |
| Shell Asset Management Co | 6,456 | $34.1 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 6,414 | $34.2 萬 | 0.02% | +685+12.0% | 加碼 |
| Park National Corp | 6,468 | $34.2 萬 | 0.01% | +693+12.0% | 加碼 |
| Focus Financial Network, Inc. | 6,633 | $35.3 萬 | 0.01% | +40+0.6% | 加碼 |
| Hilltop Holdings Inc. | 6,756 | $35.7 萬 | 0.02% | +579+9.4% | 加碼 |
| Ronald Blue Trust, Inc. | 6,792 | $35.9 萬 | 0.00% | +1,310+23.9% | 加碼 |
| Merit Financial Group, LLC | 6,855 | $36.2 萬 | 0.01% | +6,855 | 新進 |
| Avantax Advisory Services, Inc. | 6,909 | $36.5 萬 | 0.00% | +259+3.9% | 加碼 |
| TD Private Client Wealth LLC | 6,961 | $36.8 萬 | 0.01% | +885+14.6% | 加碼 |
| Lindenwold Advisors | 6,985 | $36.9 萬 | 0.20% | +1,462+26.5% | 加碼 |
| MOKAN Wealth Management Inc. | 7,008 | $37.0 萬 | 0.24% | +7,008 | 新進 |
| Moody Lynn & Lieberson, LLC | 7,197 | $38.0 萬 | 0.02% | +60+0.8% | 加碼 |
| Brinker Capital Investments, LLC | 7,222 | $38.2 萬 | 0.00% | +1,623+29.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 7,222 | $38.2 萬 | 0.00% | +1,623+29.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 7,232 | $38.2 萬 | 0.02% | −153−2.1% | 減碼 |
| Utah Retirement Systems | 7,400 | $39.1 萬 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 7,443 | $39.3 萬 | 0.02% | +90+1.2% | 加碼 |
| Pallas Capital Advisors LLC | 7,451 | $39.4 萬 | 0.02% | −4,087−35.4% | 減碼 |
| AdvisorShares Investments LLC | 7,600 | $40.2 萬 | 0.08% | +7,600 | 新進 |
| Captrust Financial Advisors | 7,707 | $40.7 萬 | 0.00% | −3,462−31.0% | 減碼 |
| Dorsey Wright & Associates | 7,803 | $41.2 萬 | 0.10% | −10−0.1% | 減碼 |
| Keybank National Association | 7,840 | $41.4 萬 | 0.00% | −1,753−18.3% | 減碼 |
| CWC Advisors, LLC. | 7,852 | $41.5 萬 | 0.41% | −111−1.4% | 減碼 |
| Maryland State Retirement & Pension System | 7,927 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Vestcor Inc | 8,004 | $42.3 萬 | 0.01% | −11,107−58.1% | 減碼 |
| CIBC World Markets Inc. | 8,125 | $42.9 萬 | 0.00% | +525+6.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 8,227 | $43.5 萬 | 0.02% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 8,261 | $43.7 萬 | 0.01% | +8,261 | 新進 |
| Schonfeld Strategic Advisors LLC | 8,312 | $43.9 萬 | 0.00% | +410+5.2% | 加碼 |
| Walleye Trading LLC | 8,425 | $44.5 萬 | 0.01% | +8,425 | 新進 |
| Tradewinds, LLC. | 8,581 | $44.9 萬 | 0.12% | 00.0% | 不變 |
| Empirical Finance, LLC | 8,751 | $46.2 萬 | 0.03% | +8,751 | 新進 |
| TriaGen Wealth Management LLC | 8,854 | $46.8 萬 | 0.16% | +117+1.3% | 加碼 |
| Boston Family Office LLC | 9,000 | $47.6 萬 | 0.03% | 00.0% | 不變 |
| Principal Securities, Inc. | 9,104 | $48.1 萬 | 0.01% | +1,338+17.2% | 加碼 |
| Paradigm Financial Partners, LLC | 9,160 | $48.4 萬 | 0.06% | −256−2.7% | 減碼 |
| Teza Capital Management LLC | 9,208 | $48.7 萬 | 0.07% | −33,566−78.5% | 減碼 |
| Scotia Capital Inc. | 9,262 | $48.9 萬 | 0.00% | +9,262 | 新進 |
| Chesley Taft & Associates LLC | 9,341 | $49.4 萬 | 0.02% | −59−0.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,485 | $50.1 萬 | 0.00% | +1,290+15.7% | 加碼 |
| Cresset Asset Management, LLC | 9,584 | $50.9 萬 | 0.00% | −16,737−63.6% | 減碼 |
| IFP Advisors, Inc | 9,670 | $51.1 萬 | 0.02% | +119+1.2% | 加碼 |
| Wedmont Private Capital | 9,607 | $51.5 萬 | 0.03% | +100+1.1% | 加碼 |
| Fulton Breakefield Broenniman LLC | 9,920 | $52.4 萬 | 0.04% | 00.0% | 不變 |
| AE Wealth Management LLC | 10,048 | $53.1 萬 | 0.00% | −197−1.9% | 減碼 |
| Advisor Group Holdings, Inc. | 10,046 | $53.1 萬 | 0.00% | −33,222−76.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $53.2 萬 | 0.01% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 10,098 | $53.4 萬 | 0.02% | +10,098 | 新進 |
| Sunbelt Securities, Inc. | 10,263 | $53.5 萬 | 0.05% | −27−0.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 10,173 | $53.8 萬 | 0.07% | +1,246+14.0% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 10,187 | $53.8 萬 | 0.19% | +710+7.5% | 加碼 |
| Caxton Associates LP | 10,253 | $54.2 萬 | 0.02% | −16,892−62.2% | 減碼 |
| Affinity Wealth Management LLC | 10,338 | $54.6 萬 | 0.10% | −2,353−18.5% | 減碼 |
| Securian Asset Management, Inc | 10,360 | $54.7 萬 | 0.02% | −494−4.6% | 減碼 |
| Fifth Third Bancorp | 10,459 | $55.3 萬 | 0.00% | −548−5.0% | 減碼 |
| Aviva PLC | 10,486 | $55.4 萬 | 0.00% | +10,486 | 新進 |
| First Citizens Bank & Trust Co | 10,552 | $55.8 萬 | 0.01% | +392+3.9% | 加碼 |
| Diversified Trust Co | 10,571 | $55.9 萬 | 0.01% | +10,571 | 新進 |
| TCM Advisors, LLC | – | $56.0 萬 | 0.50% | – | – |
| D.A. Davidson & Co. | 10,666 | $56.4 萬 | 0.00% | −68−0.6% | 減碼 |
| Prudential PLC | 10,822 | $57.2 萬 | 0.00% | −69,233−86.5% | 減碼 |
| Natixis | 10,941 | $57.8 萬 | 0.00% | +10,941 | 新進 |
| Jones Financial Companies LLLP | 11,023 | $58.2 萬 | 0.00% | +423+4.0% | 加碼 |
| Neuberger Berman Group LLC | 11,142 | $58.9 萬 | 0.00% | +3,207+40.4% | 加碼 |
| Guggenheim Capital LLC | 11,172 | $59.0 萬 | 0.00% | −10,514−48.5% | 減碼 |
| Savant Capital, LLC | 11,216 | $59.3 萬 | 0.00% | −2,707−19.4% | 減碼 |
| New Vernon Capital Holdings II LLC | 11,314 | $59.8 萬 | 0.41% | 00.0% | 不變 |
| Quest Partners LLC | 11,387 | $60.2 萬 | 0.08% | −954−7.7% | 減碼 |
| Nebula Research & Development LLC | 11,579 | $61.2 萬 | 0.07% | −10,377−47.3% | 減碼 |
| RMB Capital Management, LLC | 11,632 | $61.5 萬 | 0.01% | 00.0% | 不變 |
| Brown Advisory Inc | 11,751 | $62.1 萬 | 0.00% | −6−0.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 11,752 | $62.1 萬 | 0.01% | +8,659+280.0% | 加碼 |
| Aviso Wealth Management | 11,917 | $63.0 萬 | 0.32% | 00.0% | 不變 |
| Hancock Whitney Corp | 11,944 | $63.1 萬 | 0.02% | −3,718−23.7% | 減碼 |
| US Bancorp | 12,358 | $65.3 萬 | 0.00% | +233+1.9% | 加碼 |
| Toroso Investments, LLC | 12,611 | $66.6 萬 | 0.01% | −6,884−35.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 12,813 | $67.7 萬 | 0.01% | +12,813 | 新進 |
| TownSquare Capital, LLC | 12,824 | $67.8 萬 | 0.01% | +1,969+18.1% | 加碼 |
| Bokf, NA | 12,831 | $68.8 萬 | 0.01% | +12,248+2,100.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,794 | $68.9 萬 | 0.01% | +6,797+113.3% | 加碼 |
| Farther Finance Advisors, LLC | 13,155 | $69.5 萬 | 0.03% | −462−3.4% | 減碼 |
| Inceptionr LLC | 13,169 | $69.6 萬 | 0.16% | +2,542+23.9% | 加碼 |
| Ieq Capital, LLC | 13,348 | $70.5 萬 | 0.01% | +4,401+49.2% | 加碼 |
| Russell Investments Group, Ltd. | 13,669 | $72.2 萬 | 0.00% | −13,572−49.8% | 減碼 |
| FIL Ltd | 13,668 | $72.2 萬 | 0.00% | +5,584+69.1% | 加碼 |
| Ethic Inc. | 13,996 | $74.0 萬 | 0.01% | +2,932+26.5% | 加碼 |
| Waldron Private Wealth LLC | 13,902 | $74.0 萬 | 0.03% | +6,936+99.6% | 加碼 |
| Bayesian Capital Management, LP | 14,427 | $76.2 萬 | 0.09% | −6,900−32.4% | 減碼 |
| Exchange Traded Concepts, LLC | 14,502 | $76.6 萬 | 0.02% | −22,250−60.5% | 減碼 |
| New York Life Investment Management LLC | 14,639 | $77.4 萬 | 0.01% | −1,278−8.0% | 減碼 |
| Range Financial Group LLC | 14,645 | $77.4 萬 | 0.36% | +10,239+232.4% | 加碼 |
| CCM Investment Group, LLC | 14,930 | $77.8 萬 | 0.08% | +14,930 | 新進 |
| Public Employees Retirement Association of Colorado | 14,802 | $78.2 萬 | 0.00% | −439−2.9% | 減碼 |
| IMC-Chicago, LLC | 14,828 | $78.4 萬 | 0.02% | +3,239+27.9% | 加碼 |
| RBF Capital, LLC | 15,000 | $79.3 萬 | 0.04% | 00.0% | 不變 |
| Advisory Research Inc | 15,075 | $79.7 萬 | 0.13% | +83+0.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 15,228 | $80.5 萬 | 0.00% | −4,256−21.8% | 減碼 |
| Legacy Bridge, LLC | 15,277 | $80.7 萬 | 0.42% | 00.0% | 不變 |
| Group One Trading, L.P. | 15,548 | $82.2 萬 | 0.03% | +4,670+42.9% | 加碼 |