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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 15,581 | $82.3 萬 | 0.03% | −17,718−53.2% | 減碼 |
| Occudo Quantitative Strategies LP | 15,659 | $82.7 萬 | 0.15% | +15,659 | 新進 |
| Sovereign's Capital Management, LLC | 15,926 | $84.2 萬 | 0.54% | +15,926 | 新進 |
| Ascent Group, LLC | 15,981 | $84.4 萬 | 0.06% | +39+0.2% | 加碼 |
| JustInvest LLC | 16,833 | $88.9 萬 | 0.01% | −434−2.5% | 減碼 |
| MML Investors Services, LLC | 16,863 | $89.1 萬 | 0.00% | +1,308+8.4% | 加碼 |
| Rockland Trust Co | 16,866 | $89.1 萬 | 0.05% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 16,887 | $89.2 萬 | 0.04% | +5,380+46.8% | 加碼 |
| Park Avenue Securities LLC | 16,998 | $89.8 萬 | 0.01% | +1,141+7.2% | 加碼 |
| Blueshift Asset Management, LLC | 17,081 | $90.3 萬 | 0.33% | +17,081 | 新進 |
| Baird Financial Group, Inc. | 17,099 | $90.4 萬 | 0.00% | +1,490+9.5% | 加碼 |
| Carlson Capital Management | 17,400 | $91.9 萬 | 0.04% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 17,537 | $92.7 萬 | 0.29% | +80.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 17,656 | $93.3 萬 | 0.30% | +17,656 | 新進 |
| Ifrah Financial Services, Inc. | 17,728 | $93.7 萬 | 0.26% | −578−3.2% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $95.1 萬 | 0.12% | 00.0% | 不變 |
| Nomura Holdings Inc | 18,184 | $96.1 萬 | 0.01% | +18,184 | 新進 |
| Invst, LLC | 18,187 | $96.1 萬 | 0.12% | +274+1.5% | 加碼 |
| Kessler Investment Group, LLC | 18,327 | $96.8 萬 | 0.46% | −708−3.7% | 減碼 |
| HighTower Advisors, LLC | 19,184 | $101.4 萬 | 0.00% | +1,202+6.7% | 加碼 |
| Pictet Asset Management Holding SA | 19,188 | $101.4 萬 | 0.00% | +999+5.5% | 加碼 |
| Wealthfront Advisers LLC | 19,284 | $101.9 萬 | 0.00% | −350−1.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 19,241 | $102.1 萬 | 0.01% | +6,544+51.5% | 加碼 |
| Xponance, Inc. | 19,655 | $103.9 萬 | 0.01% | +784+4.2% | 加碼 |
| Davy Global Fund Management Ltd | 20,026 | $105.8 萬 | 0.12% | −729−3.5% | 減碼 |
| Vident Advisory, LLC | 20,094 | $106.2 萬 | 0.02% | +14,819+280.9% | 加碼 |
| BW Gestao de Investimentos Ltda. | 20,100 | $106.2 萬 | 0.05% | +20,100 | 新進 |
| The PNC Financial Services Group, Inc. | 20,196 | $106.7 萬 | 0.00% | +2,088+11.5% | 加碼 |
| FORA Capital, LLC | 20,327 | $107.4 萬 | 0.12% | +20,327 | 新進 |
| RSM US Wealth Management LLC | 20,527 | $108.4 萬 | 0.02% | +892+4.5% | 加碼 |
| Chase Investment Counsel Corp | 21,000 | $110.9 萬 | 0.36% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 21,000 | $111.0 萬 | 0.33% | 00.0% | 不變 |
| CWM, LLC | 21,128 | $111.6 萬 | 0.00% | −8,132−27.8% | 減碼 |
| Ceera Investments, LLC | 21,230 | $112.2 萬 | 0.39% | −84−0.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 21,338 | $112.8 萬 | 0.00% | −4,303−16.8% | 減碼 |
| Convergence Investment Partners, LLC | 22,136 | $117.0 萬 | 0.26% | −246−1.1% | 減碼 |
| Measured Wealth Private Client Group, LLC | 22,391 | $118.3 萬 | 0.38% | +581+2.7% | 加碼 |
| QRG Capital Management, Inc. | 22,906 | $121.0 萬 | 0.01% | −54−0.2% | 減碼 |
| HSBC Holdings PLC | 22,981 | $121.1 萬 | 0.00% | +17,134+293.0% | 加碼 |
| Huber Capital Management LLC | 23,200 | $122.6 萬 | 0.24% | +3,000+14.9% | 加碼 |
| Argyle Capital Management Inc. | 23,233 | $122.8 萬 | 0.48% | +1,283+5.8% | 加碼 |
| Colony Group, LLC | 23,705 | $125.3 萬 | 0.00% | +16,638+235.4% | 加碼 |
| Ontario Teachers Pension Plan Board | 24,457 | $129.2 萬 | 0.02% | +10,488+75.1% | 加碼 |
| Sterling Capital Management LLC | 24,572 | $129.8 萬 | 0.02% | +1,460+6.3% | 加碼 |
| LGT Group Foundation | 24,608 | $130.0 萬 | 0.02% | −251−1.0% | 減碼 |
| Credit Agricole S A | 24,915 | $131.7 萬 | 0.00% | +16,309+189.5% | 加碼 |
| Kestra Advisory Services, LLC | 25,651 | $135.5 萬 | 0.01% | +803+3.2% | 加碼 |
| Natixis Advisors, L.P. | 25,881 | $136.8 萬 | 0.00% | +79+0.3% | 加碼 |
| Wolverine Trading, LLC | 26,671 | $139.1 萬 | 0.03% | +13,760+106.6% | 加碼 |
| Omers Administration Corp | 26,600 | $140.6 萬 | 0.01% | +26,600 | 新進 |
| Susquehanna International Group, LLP | 26,608 | $140.6 萬 | 0.00% | −1,277−4.6% | 減碼 |
| Crestline Management, LP | 26,920 | $142.2 萬 | 0.05% | +26,920 | 新進 |
| CSS LLC | 27,138 | $143.4 萬 | 0.09% | +14,690+118.0% | 加碼 |
| Glenmede Trust Co NA | 27,414 | $144.9 萬 | 0.01% | −3,939−12.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 27,450 | $145.0 萬 | 0.05% | −1,189−4.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 27,924 | $147.6 萬 | 0.03% | −500−1.8% | 減碼 |
| Bank of Montreal | 28,247 | $149.3 萬 | 0.00% | +3,313+13.3% | 加碼 |
| Martingale Asset Management L P | 29,225 | $154.4 萬 | 0.04% | +25,166+620.0% | 加碼 |
| Kennondale Capital Management LLC | 29,286 | $154.7 萬 | 1.67% | +29,286 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,267 | $159.9 萬 | 0.01% | −504−1.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 30,384 | $160.5 萬 | 0.20% | −259−0.8% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 30,458 | $160.9 萬 | 0.04% | −512−1.7% | 減碼 |
| Oak Thistle LLC | 30,527 | $161.3 萬 | 0.48% | +30,527 | 新進 |
| New Mexico Educational Retirement Board | 31,100 | $164.3 萬 | 0.06% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 31,111 | $164.4 萬 | 0.07% | +31,111 | 新進 |
| Pathstone Holdings, LLC | 31,427 | $167.0 萬 | 0.01% | +6,536+26.3% | 加碼 |
| F/M Investments LLC | 32,082 | $169.5 萬 | 0.06% | +5,677+21.5% | 加碼 |
| Ritholtz Wealth Management | 32,195 | $170.1 萬 | 0.05% | −2,659−7.6% | 減碼 |
| Thrivent Financial for Lutherans | 32,246 | $170.4 萬 | 0.00% | −47,444−59.5% | 減碼 |
| Capital Fund Management S.A. | 32,345 | $170.9 萬 | 0.02% | −7,686−19.2% | 減碼 |
| State of Michigan Retirement System | 32,468 | $171.6 萬 | 0.01% | −700−2.1% | 減碼 |
| South Dakota Investment Council | 33,362 | $176.3 萬 | 0.04% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 33,479 | $176.9 萬 | 0.00% | +33,479 | 新進 |
| AXA S.A. | 33,815 | $178.7 萬 | 0.01% | +16,718+97.8% | 加碼 |
| Handelsbanken Fonder AB | 35,700 | $188.6 萬 | 0.01% | −400−1.1% | 減碼 |
| Commonwealth Equity Services, LLC | 36,006 | $190.3 萬 | 0.00% | +10,113+39.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,290 | $191.8 萬 | 0.01% | −431−1.2% | 減碼 |
| Two Sigma Investments, LP | 36,452 | $192.6 萬 | 0.00% | −3,452−8.7% | 減碼 |
| GWM Advisors LLC | 36,585 | $193.3 萬 | 0.01% | +2,911+8.6% | 加碼 |
| Cunning Capital Partners, LP | 37,575 | $198.5 萬 | 1.23% | 00.0% | 不變 |
| Cetera Investment Advisers | 37,598 | $198.7 萬 | 0.00% | +4,313+13.0% | 加碼 |
| Louisiana State Employees Retirement System | 38,000 | $200.8 萬 | 0.04% | −700−1.8% | 減碼 |
| Zacks Investment Management | 38,774 | $204.9 萬 | 0.02% | +5,870+17.8% | 加碼 |
| M&T Bank Corp | 39,903 | $210.9 萬 | 0.01% | +1,611+4.2% | 加碼 |
| Arizona State Retirement System | 40,512 | $214.1 萬 | 0.01% | +338+0.8% | 加碼 |
| Illinois Municipal Retirement Fund | 41,801 | $220.9 萬 | 0.03% | +9,373+28.9% | 加碼 |
| Human Investing LLC | 41,939 | $221.6 萬 | 0.39% | −119−0.3% | 減碼 |
| Optimist Retirement Group LLC | 42,846 | $226.4 萬 | 1.07% | −236−0.5% | 減碼 |
| Agf Management Ltd | 43,886 | $231.9 萬 | 0.01% | −4,152−8.6% | 減碼 |
| Pinebridge Investments, L.P. | 44,130 | $233.2 萬 | 0.02% | +11,604+35.7% | 加碼 |
| Deutsche Bank AG | 44,395 | $234.6 萬 | 0.00% | +1,111+2.6% | 加碼 |
| Quantinno Capital Management LP | 44,845 | $237.0 萬 | 0.02% | −13,864−23.6% | 減碼 |
| LGT Fund Management Co Ltd. | 45,020 | $237.9 萬 | 0.21% | +45,020 | 新進 |
| Campbell & CO Investment Adviser LLC | 46,538 | $245.9 萬 | 0.19% | +8,696+23.0% | 加碼 |
| Burney Co | 46,586 | $246.2 萬 | 0.09% | +869+1.9% | 加碼 |
| Auxier Asset Management | 46,697 | $246.7 萬 | 0.38% | −2,823−5.7% | 減碼 |
| Tealwood Asset Management Inc | 47,215 | $249.5 萬 | 1.03% | +481+1.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 47,628 | $251.6 萬 | 0.02% | −2,150−4.3% | 減碼 |
| Squarepoint Ops LLC | 48,522 | $256.4 萬 | 0.01% | +48,522 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 49,657 | $262.4 萬 | 0.03% | +49,657 | 新進 |