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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 49,835 | $263.3 萬 | 0.03% | −2,908−5.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 50,873 | $268.8 萬 | 0.01% | −218−0.4% | 減碼 |
| Public Employees Retirement System of Ohio | 50,889 | $268.9 萬 | 0.01% | +50,889 | 新進 |
| Allspring Global Investments Holdings, LLC | 50,774 | $269.6 萬 | 0.00% | −68,620−57.5% | 減碼 |
| Mariner, LLC | 52,170 | $275.7 萬 | 0.00% | +5,027+10.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 52,170 | $275.7 萬 | 0.01% | −30,430−36.8% | 減碼 |
| Ensign Peak Advisors, Inc | 52,299 | $276.3 萬 | 0.00% | −29,938−36.4% | 減碼 |
| Rockefeller Capital Management L.P. | 52,489 | $277.3 萬 | 0.01% | −1,132−2.1% | 減碼 |
| Kendall Capital Management | 52,535 | $277.6 萬 | 0.81% | +6,990+15.3% | 加碼 |
| Prudential Financial Inc | 46,567 | $279.8 萬 | 0.00% | +10,210+28.1% | 加碼 |
| Rings Capital Management LLC | 53,000 | $280.1 萬 | 1.46% | 00.0% | 不變 |
| Monument Capital Management | 53,715 | $283.8 萬 | 0.78% | +1,075+2.0% | 加碼 |
| PGGM Investments | 54,159 | $286.2 萬 | 0.04% | −4,765−8.1% | 減碼 |
| Commerce Bank | 55,029 | $290.8 萬 | 0.02% | −50−0.1% | 減碼 |
| State of Tennessee, Treasury Department | 55,436 | $292.9 萬 | 0.01% | −1,564−2.7% | 減碼 |
| Aurora Investment Counsel | 56,180 | $296.9 萬 | 1.63% | +56,180 | 新進 |
| Alaska Permanent Fund Corp | 56,639 | $299.3 萬 | 0.04% | 00.0% | 不變 |
| Walleye Capital LLC | 56,821 | $300.2 萬 | 0.03% | +55,444+4,026.4% | 加碼 |
| Mackenzie Financial Corp | 58,553 | $309.4 萬 | 0.00% | −2,758−4.5% | 減碼 |
| State of Alaska, Department of Revenue | 58,628 | $309.7 萬 | 0.03% | +12,390+26.8% | 加碼 |
| Round Hill Asset Management | 59,090 | $312.2 萬 | 2.20% | −1,363−2.3% | 減碼 |
| Renaissance Technologies LLC | 59,800 | $316.0 萬 | 0.00% | −510,300−89.5% | 減碼 |
| KLP Kapitalforvaltning AS | 59,900 | $318.4 萬 | 0.02% | +59,900 | 新進 |
| Stifel Financial Corp | 61,897 | $327.1 萬 | 0.00% | −3,072−4.7% | 減碼 |
| TrimTabs Asset Management, LLC | 64,511 | $340.9 萬 | 0.45% | +20,460+46.4% | 加碼 |
| Janus Henderson Group PLC | 64,840 | $342.7 萬 | 0.00% | +1,981+3.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 65,155 | $344.3 萬 | 0.04% | +65,155 | 新進 |
| Amalgamated Bank | 65,721 | $347.3 萬 | 0.03% | −4,372−6.2% | 減碼 |
| Janney Montgomery Scott LLC | 66,780 | $352.9 萬 | 0.01% | +655+1.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 67,192 | $355.0 萬 | 0.16% | −13,058−16.3% | 減碼 |
| Citigroup Inc | 67,910 | $358.8 萬 | 0.00% | +33,723+98.6% | 加碼 |
| Creative Planning | 71,259 | $376.5 萬 | 0.00% | −14,916−17.3% | 減碼 |
| Macquarie Group Ltd | 71,591 | $378.3 萬 | 0.00% | +7,879+12.4% | 加碼 |
| Mutual of America Capital Management LLC | 72,394 | $382.5 萬 | 0.04% | −3,051−4.0% | 減碼 |
| Man Group plc | 72,619 | $383.7 萬 | 0.01% | +42,359+140.0% | 加碼 |
| Nisa Investment Advisors, LLC | 72,482 | $385.8 萬 | 0.01% | −10,845−13.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 73,434 | $388.0 萬 | 0.03% | −10,909−12.9% | 減碼 |
| Leuthold Group, LLC | 73,669 | $389.3 萬 | 0.47% | +73,669 | 新進 |
| Victory Capital Management Inc | 74,605 | $394.2 萬 | 0.00% | −424,936−85.1% | 減碼 |
| MetLife Investment Management | 78,475 | $414.7 萬 | 0.02% | +5,110+7.0% | 加碼 |
| Allianz Asset Management GmbH | 78,778 | $416.3 萬 | 0.01% | −25,304−24.3% | 減碼 |
| Ruffer LLP | 79,547 | $420.3 萬 | 0.15% | +79,547 | 新進 |
| Brandywine Global Investment Management, LLC | 85,816 | $453.5 萬 | 0.03% | −5,833−6.4% | 減碼 |
| Verition Fund Management LLC | 86,151 | $455.2 萬 | 0.02% | +61,571+250.5% | 加碼 |
| Amundi | 87,240 | $473.8 萬 | 0.00% | +1,307+1.5% | 加碼 |
| Federated Hermes, Inc. | 89,918 | $475.1 萬 | 0.01% | +73,327+442.0% | 加碼 |
| Alberta Investment Management Corp | 90,000 | $475.6 萬 | 0.03% | +30,100+50.3% | 加碼 |
| New York State Common Retirement Fund | 90,779 | $479.7 萬 | 0.01% | −3,500−3.7% | 減碼 |
| State of Wisconsin Investment Board | 92,892 | $490.8 萬 | 0.01% | −3,266−3.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 95,116 | $502.6 萬 | 0.07% | −100.0% | 減碼 |
| LPL Financial LLC | 98,592 | $521.0 萬 | 0.00% | +25,215+34.4% | 加碼 |
| Wells Fargo & Company | 98,872 | $522.4 萬 | 0.00% | −5,415−5.2% | 減碼 |
| Crawford Investment Counsel Inc | 101,417 | $535.9 萬 | 0.10% | +1,741+1.7% | 加碼 |
| Redwood Investment Management, LLC | 102,452 | $541.4 萬 | 0.53% | +26,102+34.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 101,800 | $543.9 萬 | 0.02% | +15,379+17.8% | 加碼 |
| American Century Companies Inc | 103,360 | $546.2 萬 | 0.00% | −122,857−54.3% | 減碼 |
| PEAK6 LLC | 104,617 | $552.8 萬 | 0.22% | +104,617 | 新進 |
| Crossmark Global Holdings, Inc. | 107,075 | $565.8 萬 | 0.10% | +3,280+3.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 108,973 | $575.8 萬 | 0.01% | −3,837−3.4% | 減碼 |
| Treasurer of the State of North Carolina | 109,456 | $578.4 萬 | 0.02% | +2,241+2.1% | 加碼 |
| Comerica Bank | 110,603 | $584.4 萬 | 0.02% | +1,863+1.7% | 加碼 |
| Rodgers Brothers Inc. | 110,700 | $584.9 萬 | 0.76% | −2,950−2.6% | 減碼 |
| Nordea Investment Management AB | 118,616 | $625.8 萬 | 0.01% | +6,701+6.0% | 加碼 |
| Tectonic Advisors LLC | 120,808 | $638.3 萬 | 0.42% | +13,090+12.2% | 加碼 |
| Great West Life Assurance Co | 123,685 | $653.5 萬 | 0.01% | −63,588−34.0% | 減碼 |
| Teacher Retirement System of Texas | 125,340 | $662.3 萬 | 0.02% | −658−0.5% | 減碼 |
| Cerity Partners LLC | 115,637 | $679.6 萬 | 0.01% | −17,026−12.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 129,595 | $684.8 萬 | 0.02% | +21,934+20.4% | 加碼 |
| California State Teachers Retirement System | 130,544 | $689.8 萬 | 0.01% | −2,165−1.6% | 減碼 |
| Millennium Management LLC | 131,151 | $693.0 萬 | 0.01% | −159,364−54.9% | 減碼 |
| Barclays PLC | 133,539 | $705.6 萬 | 0.00% | +40,239+43.1% | 加碼 |
| Jane Street Group, LLC | 142,360 | $752.2 萬 | 0.01% | +52,364+58.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $811.5 萬 | 0.02% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 155,394 | $821.1 萬 | 0.04% | −9,994−6.0% | 減碼 |
| Royce & Associates LP | 156,056 | $824.6 萬 | 0.08% | −8,500−5.2% | 減碼 |
| CI Private Wealth, LLC | 158,399 | $837.0 萬 | 0.01% | −3,640−2.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 162,833 | $860.4 萬 | 0.03% | −15,440−8.7% | 減碼 |
| New York State Teachers Retirement System | 165,480 | $874.4 萬 | 0.02% | −7,061−4.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 168,183 | $888.7 萬 | 0.02% | −140−0.1% | 減碼 |
| Intech Investment Management LLC | 181,409 | $958.6 萬 | 0.09% | +168,821+1,341.1% | 加碼 |
| Financial Counselors Inc | 183,423 | $969.2 萬 | 0.14% | −5,318−2.8% | 減碼 |
| Sound Income Strategies, LLC | 184,374 | $974.2 萬 | 0.60% | +1,542+0.8% | 加碼 |
| Schroder Investment Management Group | 193,339 | $1,008 萬 | 0.01% | −12,005−5.8% | 減碼 |
| Acadian Asset Management LLC | 192,728 | $1,018 萬 | 0.03% | +150,106+352.2% | 加碼 |
| Ibex Wealth Advisors | 193,608 | $1,023 萬 | 1.20% | +193,608 | 新進 |
| Storebrand Asset Management AS | 194,181 | $1,026 萬 | 0.03% | −86,923−30.9% | 減碼 |
| Alliancebernstein L.P. | 195,991 | $1,036 萬 | 0.00% | −1,975−1.0% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 199,920 | $1,056 萬 | 0.02% | +199,920 | 新進 |
| Empowered Funds, LLC | 200,392 | $1,059 萬 | 0.15% | +70,501+54.3% | 加碼 |
| Raymond James Financial Inc | 202,973 | $1,073 萬 | 0.00% | +202,973 | 新進 |
| Los Angeles Capital Management LLC | 216,165 | $1,142 萬 | 0.05% | +118,857+122.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 226,279 | $1,196 萬 | 0.01% | +8,487+3.9% | 加碼 |
| Cambria Investment Management, L.P. | 227,669 | $1,203 萬 | 0.73% | +4,338+1.9% | 加碼 |
| Swiss National Bank | 274,500 | $1,450 萬 | 0.01% | +2,200+0.8% | 加碼 |
| Legal & General Group Plc | 283,643 | $1,499 萬 | 0.00% | −1,523−0.5% | 減碼 |
| Swedbank AB | 285,382 | $1,508 萬 | 0.02% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 291,389 | $1,540 萬 | 0.16% | −184,850−38.8% | 減碼 |
| Liontrust Investment Partners LLP | 292,884 | $1,548 萬 | 0.22% | +292,884 | 新進 |
| Franklin Resources Inc | 296,509 | $1,567 萬 | 0.00% | +46,229+18.5% | 加碼 |
| Alps Advisors Inc | 298,794 | $1,579 萬 | 0.10% | +42,054+16.4% | 加碼 |