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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 313,013 | $1,654 萬 | 0.53% | −931−0.3% | 減碼 |
| Principal Financial Group Inc | 315,211 | $1,666 萬 | 0.01% | −8,341−2.6% | 減碼 |
| Ameriprise Financial Inc | 331,502 | $1,753 萬 | 0.00% | +106,685+47.5% | 加碼 |
| Voya Investment Management LLC | 337,931 | $1,786 萬 | 0.02% | +7,171+2.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 374,600 | $1,953 萬 | 0.09% | +119,200+46.7% | 加碼 |
| SEI Investments Co | 371,743 | $1,964 萬 | 0.03% | +34,089+10.1% | 加碼 |
| Retirement Systems of Alabama | 384,026 | $2,029 萬 | 0.08% | +57,219+17.5% | 加碼 |
| First Trust Advisors LP | 389,955 | $2,061 萬 | 0.02% | −39,179−9.1% | 減碼 |
| Rhumbline Advisers | 410,275 | $2,168 萬 | 0.02% | −360.0% | 減碼 |
| Bridgewater Associates, LP | 440,476 | $2,327 萬 | 0.11% | +130,812+42.2% | 加碼 |
| Prevatt Capital Ltd | 460,000 | $2,431 萬 | 7.11% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 473,112 | $2,500 萬 | 0.05% | +243,100+105.7% | 加碼 |
| Boston Trust Walden Corp | 483,572 | $2,555 萬 | 0.18% | +483,572 | 新進 |
| Blue Whale Capital LLP | 489,690 | $2,588 萬 | 1.92% | −21,792−4.3% | 減碼 |
| Citadel Advisors LLC | 506,641 | $2,677 萬 | 0.02% | +276,742+120.4% | 加碼 |
| California Public Employees Retirement System | 545,643 | $2,883 萬 | 0.02% | −18,557−3.3% | 減碼 |
| Envestnet Asset Management Inc | 597,699 | $3,158 萬 | 0.01% | +9,717+1.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 608,738 | $3,217 萬 | 0.02% | +93,766+18.2% | 加碼 |
| JPMorgan Chase & Co | 644,417 | $3,405 萬 | 0.00% | −109,870−14.6% | 減碼 |
| Nuveen Asset Management, LLC | 649,361 | $3,431 萬 | 0.01% | −137,493−17.5% | 減碼 |
| Truist Financial Corp | 676,294 | $3,574 萬 | 0.06% | +19,593+3.0% | 加碼 |
| Goldman Sachs Group Inc | 736,405 | $3,891 萬 | 0.01% | −216,406−22.7% | 減碼 |
| Clark Capital Management Group, Inc. | 764,320 | $4,039 萬 | 0.28% | +5,607+0.7% | 加碼 |
| UBS Asset Management Americas Inc | 822,378 | $4,345 萬 | 0.01% | +124,277+17.8% | 加碼 |
| UBS Group AG | 823,491 | $4,351 萬 | 0.01% | +650,300+375.5% | 加碼 |
| Wedge Capital Management L L P | 884,714 | $4,675 萬 | 0.84% | +107,450+13.8% | 加碼 |
| Bank of America Corp | 914,884 | $4,834 萬 | 0.00% | +121,455+15.3% | 加碼 |
| Price T Rowe Associates Inc | 967,369 | $5,112 萬 | 0.01% | −4,973−0.5% | 減碼 |
| Norges Bank | 1,083,509 | $5,725 萬 | 0.01% | −256,837−19.2% | 減碼 |
| NewEdge Wealth, LLC | 1,095,712 | $5,790 萬 | 1.00% | +113,216+11.5% | 加碼 |
| Qube Research & Technologies Ltd | 1,208,108 | $6,384 萬 | 0.10% | +77,959+6.9% | 加碼 |
| Royal Bank of Canada | 1,234,187 | $6,522 萬 | 0.01% | +1,904+0.2% | 加碼 |
| LSV Asset Management | 1,458,633 | $7,707 萬 | 0.18% | −66,518−4.4% | 減碼 |
| Invesco Ltd. | 1,574,552 | $8,320 萬 | 0.02% | +330,279+26.5% | 加碼 |
| Bank of New York Mellon Corp | 1,684,738 | $8,902 萬 | 0.02% | +47,920+2.9% | 加碼 |
| Wellington Management Group LLP | 2,022,478 | $1.07 億 | 0.02% | −313,233−13.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 2,050,678 | $1.08 億 | 0.09% | +232,095+12.8% | 加碼 |
| Morgan Stanley | 2,171,363 | $1.15 億 | 0.01% | +2,768+0.1% | 加碼 |
| AQR Capital Management LLC | 2,250,059 | $1.19 億 | 0.15% | +120,181+5.6% | 加碼 |
| Dimensional Fund Advisors LP | 2,335,353 | $1.23 億 | 0.03% | +30,244+1.3% | 加碼 |
| Northern Trust Corp | 2,345,222 | $1.24 億 | 0.02% | +191,595+8.9% | 加碼 |
| Lazard Asset Management LLC | 2,585,026 | $1.37 億 | 0.20% | +695,581+36.8% | 加碼 |
| Geode Capital Management, LLC | 2,600,772 | $1.37 億 | 0.01% | −14,169−0.5% | 減碼 |
| Pacer Advisors, Inc. | 2,735,189 | $1.45 億 | 0.32% | +476,892+21.1% | 加碼 |
| Boston Partners | 4,500,552 | $2.38 億 | 0.29% | +1,660,319+58.5% | 加碼 |
| State Street Corp | 4,594,421 | $2.44 億 | 0.01% | +103,055+2.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 4,701,896 | $2.48 億 | 0.94% | +523,353+12.5% | 加碼 |
| Charles Schwab Investment Management Inc | 5,219,462 | $2.76 億 | 0.05% | +282,633+5.7% | 加碼 |
| Vanguard Group Inc | 14,253,276 | $7.53 億 | 0.01% | +35,945+0.3% | 加碼 |
| FMR LLC | 14,408,991 | $7.61 億 | 0.05% | −4,523,454−23.9% | 減碼 |
| BlackRock, Inc. | 16,440,642 | $8.69 億 | 0.02% | +263,739+1.6% | 加碼 |
| Strategic Wealth Designers | 93,566 | – | – | +93,566 | 新進 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −186,902−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −104,271−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −95,425−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −87,670−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −87,532−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −72,110−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −63,595−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −40,698−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −31,900−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,343−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −28,652−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −27,407−100.0% | 清倉 |
| STRS Ohio | 0 | $0 | 0.00% | −26,363−100.0% | 清倉 |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −24,376−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −23,000−100.0% | 清倉 |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −19,519−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,230−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −18,051−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −17,406−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −13,667−100.0% | 清倉 |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −11,617−100.0% | 清倉 |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −10,122−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,289−100.0% | 清倉 |
| True Vision MN LLC | 0 | $0 | 0.00% | −7,306−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −7,295−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −7,250−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −6,344−100.0% | 清倉 |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −6,200−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −24,785−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −5,043−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −4,800−100.0% | 清倉 |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −4,713−100.0% | 清倉 |
| Globeflex Capital L P | 0 | $0 | 0.00% | −4,663−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,024−100.0% | 清倉 |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −3,945−100.0% | 清倉 |
| Hyperion Capital Advisors LP | 0 | $0 | 0.00% | −3,800−100.0% | 清倉 |
| Next Level Private LLC | 0 | $0 | 0.00% | −3,757−100.0% | 清倉 |
| Gries Financial LLC | 0 | $0 | 0.00% | −3,664−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,634−100.0% | 清倉 |
| Taylor Hoffman Capital Management LLC | 0 | $0 | 0.00% | −3,772−100.0% | 清倉 |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −3,435−100.0% | 清倉 |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −3,380−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,571−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,271−100.0% | 清倉 |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −3,218−100.0% | 清倉 |