H&R Block Inc
HRB- 交易所
- NYSE
- 產業
- Services-Personal Services
- SEC CIK
- 0000012659
近 90 天，H&R Block Inc 內部人申報 0 筆公開市場買進、1 筆賣出；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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 98,592 | $521.0 萬 | 0.00% | +25,215+34.4% | 加碼 |
| Segall Bryant & Hamill, LLC | 95,116 | $502.6 萬 | 0.07% | −100.0% | 減碼 |
| State of Wisconsin Investment Board | 92,892 | $490.8 萬 | 0.01% | −3,266−3.4% | 減碼 |
| New York State Common Retirement Fund | 90,779 | $479.7 萬 | 0.01% | −3,500−3.7% | 減碼 |
| Alberta Investment Management Corp | 90,000 | $475.6 萬 | 0.03% | +30,100+50.3% | 加碼 |
| Federated Hermes, Inc. | 89,918 | $475.1 萬 | 0.01% | +73,327+442.0% | 加碼 |
| Amundi | 87,240 | $473.8 萬 | 0.00% | +1,307+1.5% | 加碼 |
| Verition Fund Management LLC | 86,151 | $455.2 萬 | 0.02% | +61,571+250.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 85,816 | $453.5 萬 | 0.03% | −5,833−6.4% | 減碼 |
| Ruffer LLP | 79,547 | $420.3 萬 | 0.15% | +79,547 | 新進 |
| Allianz Asset Management GmbH | 78,778 | $416.3 萬 | 0.01% | −25,304−24.3% | 減碼 |
| MetLife Investment Management | 78,475 | $414.7 萬 | 0.02% | +5,110+7.0% | 加碼 |
| Victory Capital Management Inc | 74,605 | $394.2 萬 | 0.00% | −424,936−85.1% | 減碼 |
| Leuthold Group, LLC | 73,669 | $389.3 萬 | 0.47% | +73,669 | 新進 |
| O'Shaughnessy Asset Management, LLC | 73,434 | $388.0 萬 | 0.03% | −10,909−12.9% | 減碼 |
| Nisa Investment Advisors, LLC | 72,482 | $385.8 萬 | 0.01% | −10,845−13.0% | 減碼 |
| Man Group plc | 72,619 | $383.7 萬 | 0.01% | +42,359+140.0% | 加碼 |
| Mutual of America Capital Management LLC | 72,394 | $382.5 萬 | 0.04% | −3,051−4.0% | 減碼 |
| Macquarie Group Ltd | 71,591 | $378.3 萬 | 0.00% | +7,879+12.4% | 加碼 |
| Creative Planning | 71,259 | $376.5 萬 | 0.00% | −14,916−17.3% | 減碼 |
| Citigroup Inc | 67,910 | $358.8 萬 | 0.00% | +33,723+98.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 67,192 | $355.0 萬 | 0.16% | −13,058−16.3% | 減碼 |
| Janney Montgomery Scott LLC | 66,780 | $352.9 萬 | 0.01% | +655+1.0% | 加碼 |
| Amalgamated Bank | 65,721 | $347.3 萬 | 0.03% | −4,372−6.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 65,155 | $344.3 萬 | 0.04% | +65,155 | 新進 |
| Janus Henderson Group PLC | 64,840 | $342.7 萬 | 0.00% | +1,981+3.2% | 加碼 |
| TrimTabs Asset Management, LLC | 64,511 | $340.9 萬 | 0.45% | +20,460+46.4% | 加碼 |
| Stifel Financial Corp | 61,897 | $327.1 萬 | 0.00% | −3,072−4.7% | 減碼 |
| KLP Kapitalforvaltning AS | 59,900 | $318.4 萬 | 0.02% | +59,900 | 新進 |
| Renaissance Technologies LLC | 59,800 | $316.0 萬 | 0.00% | −510,300−89.5% | 減碼 |
| Round Hill Asset Management | 59,090 | $312.2 萬 | 2.20% | −1,363−2.3% | 減碼 |
| State of Alaska, Department of Revenue | 58,628 | $309.7 萬 | 0.03% | +12,390+26.8% | 加碼 |
| Mackenzie Financial Corp | 58,553 | $309.4 萬 | 0.00% | −2,758−4.5% | 減碼 |
| Walleye Capital LLC | 56,821 | $300.2 萬 | 0.03% | +55,444+4,026.4% | 加碼 |
| Alaska Permanent Fund Corp | 56,639 | $299.3 萬 | 0.04% | 00.0% | 不變 |
| Aurora Investment Counsel | 56,180 | $296.9 萬 | 1.63% | +56,180 | 新進 |
| State of Tennessee, Treasury Department | 55,436 | $292.9 萬 | 0.01% | −1,564−2.7% | 減碼 |
| Commerce Bank | 55,029 | $290.8 萬 | 0.02% | −50−0.1% | 減碼 |
| PGGM Investments | 54,159 | $286.2 萬 | 0.04% | −4,765−8.1% | 減碼 |
| Monument Capital Management | 53,715 | $283.8 萬 | 0.78% | +1,075+2.0% | 加碼 |
| Rings Capital Management LLC | 53,000 | $280.1 萬 | 1.46% | 00.0% | 不變 |
| Prudential Financial Inc | 46,567 | $279.8 萬 | 0.00% | +10,210+28.1% | 加碼 |
| Kendall Capital Management | 52,535 | $277.6 萬 | 0.81% | +6,990+15.3% | 加碼 |
| Rockefeller Capital Management L.P. | 52,489 | $277.3 萬 | 0.01% | −1,132−2.1% | 減碼 |
| Ensign Peak Advisors, Inc | 52,299 | $276.3 萬 | 0.00% | −29,938−36.4% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 52,170 | $275.7 萬 | 0.01% | −30,430−36.8% | 減碼 |
| Mariner, LLC | 52,170 | $275.7 萬 | 0.00% | +5,027+10.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 50,774 | $269.6 萬 | 0.00% | −68,620−57.5% | 減碼 |
| Public Employees Retirement System of Ohio | 50,889 | $268.9 萬 | 0.01% | +50,889 | 新進 |
| State of New Jersey Common Pension Fund D | 50,873 | $268.8 萬 | 0.01% | −218−0.4% | 減碼 |
| Yousif Capital Management, LLC | 49,835 | $263.3 萬 | 0.03% | −2,908−5.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 49,657 | $262.4 萬 | 0.03% | +49,657 | 新進 |
| Squarepoint Ops LLC | 48,522 | $256.4 萬 | 0.01% | +48,522 | 新進 |
| Teachers Retirement System of the State of Kentucky | 47,628 | $251.6 萬 | 0.02% | −2,150−4.3% | 減碼 |
| Tealwood Asset Management Inc | 47,215 | $249.5 萬 | 1.03% | +481+1.0% | 加碼 |
| Auxier Asset Management | 46,697 | $246.7 萬 | 0.38% | −2,823−5.7% | 減碼 |
| Burney Co | 46,586 | $246.2 萬 | 0.09% | +869+1.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 46,538 | $245.9 萬 | 0.19% | +8,696+23.0% | 加碼 |
| LGT Fund Management Co Ltd. | 45,020 | $237.9 萬 | 0.21% | +45,020 | 新進 |
| Quantinno Capital Management LP | 44,845 | $237.0 萬 | 0.02% | −13,864−23.6% | 減碼 |
| Deutsche Bank AG | 44,395 | $234.6 萬 | 0.00% | +1,111+2.6% | 加碼 |
| Pinebridge Investments, L.P. | 44,130 | $233.2 萬 | 0.02% | +11,604+35.7% | 加碼 |
| Agf Management Ltd | 43,886 | $231.9 萬 | 0.01% | −4,152−8.6% | 減碼 |
| Optimist Retirement Group LLC | 42,846 | $226.4 萬 | 1.07% | −236−0.5% | 減碼 |
| Human Investing LLC | 41,939 | $221.6 萬 | 0.39% | −119−0.3% | 減碼 |
| Illinois Municipal Retirement Fund | 41,801 | $220.9 萬 | 0.03% | +9,373+28.9% | 加碼 |
| Arizona State Retirement System | 40,512 | $214.1 萬 | 0.01% | +338+0.8% | 加碼 |
| M&T Bank Corp | 39,903 | $210.9 萬 | 0.01% | +1,611+4.2% | 加碼 |
| Zacks Investment Management | 38,774 | $204.9 萬 | 0.02% | +5,870+17.8% | 加碼 |
| Louisiana State Employees Retirement System | 38,000 | $200.8 萬 | 0.04% | −700−1.8% | 減碼 |
| Cetera Investment Advisers | 37,598 | $198.7 萬 | 0.00% | +4,313+13.0% | 加碼 |
| Cunning Capital Partners, LP | 37,575 | $198.5 萬 | 1.23% | 00.0% | 不變 |
| GWM Advisors LLC | 36,585 | $193.3 萬 | 0.01% | +2,911+8.6% | 加碼 |
| Two Sigma Investments, LP | 36,452 | $192.6 萬 | 0.00% | −3,452−8.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,290 | $191.8 萬 | 0.01% | −431−1.2% | 減碼 |
| Commonwealth Equity Services, LLC | 36,006 | $190.3 萬 | 0.00% | +10,113+39.1% | 加碼 |
| Handelsbanken Fonder AB | 35,700 | $188.6 萬 | 0.01% | −400−1.1% | 減碼 |
| AXA S.A. | 33,815 | $178.7 萬 | 0.01% | +16,718+97.8% | 加碼 |
| Mercer Global Advisors Inc | 33,479 | $176.9 萬 | 0.00% | +33,479 | 新進 |
| South Dakota Investment Council | 33,362 | $176.3 萬 | 0.04% | 00.0% | 不變 |
| State of Michigan Retirement System | 32,468 | $171.6 萬 | 0.01% | −700−2.1% | 減碼 |
| Capital Fund Management S.A. | 32,345 | $170.9 萬 | 0.02% | −7,686−19.2% | 減碼 |
| Thrivent Financial for Lutherans | 32,246 | $170.4 萬 | 0.00% | −47,444−59.5% | 減碼 |
| Ritholtz Wealth Management | 32,195 | $170.1 萬 | 0.05% | −2,659−7.6% | 減碼 |
| F/M Investments LLC | 32,082 | $169.5 萬 | 0.06% | +5,677+21.5% | 加碼 |
| Pathstone Holdings, LLC | 31,427 | $167.0 萬 | 0.01% | +6,536+26.3% | 加碼 |
| New Age Alpha Advisors, LLC | 31,111 | $164.4 萬 | 0.07% | +31,111 | 新進 |
| New Mexico Educational Retirement Board | 31,100 | $164.3 萬 | 0.06% | 00.0% | 不變 |
| Oak Thistle LLC | 30,527 | $161.3 萬 | 0.48% | +30,527 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 30,458 | $160.9 萬 | 0.04% | −512−1.7% | 減碼 |
| Linden Thomas Advisory Services, LLC | 30,384 | $160.5 萬 | 0.20% | −259−0.8% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,267 | $159.9 萬 | 0.01% | −504−1.6% | 減碼 |
| Kennondale Capital Management LLC | 29,286 | $154.7 萬 | 1.67% | +29,286 | 新進 |
| Martingale Asset Management L P | 29,225 | $154.4 萬 | 0.04% | +25,166+620.0% | 加碼 |
| Bank of Montreal | 28,247 | $149.3 萬 | 0.00% | +3,313+13.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 27,924 | $147.6 萬 | 0.03% | −500−1.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 27,450 | $145.0 萬 | 0.05% | −1,189−4.2% | 減碼 |
| Glenmede Trust Co NA | 27,414 | $144.9 萬 | 0.01% | −3,939−12.6% | 減碼 |
| CSS LLC | 27,138 | $143.4 萬 | 0.09% | +14,690+118.0% | 加碼 |
| Crestline Management, LP | 26,920 | $142.2 萬 | 0.05% | +26,920 | 新進 |