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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 26,608 | $140.6 萬 | 0.00% | −1,277−4.6% | 減碼 |
| Omers Administration Corp | 26,600 | $140.6 萬 | 0.01% | +26,600 | 新進 |
| Wolverine Trading, LLC | 26,671 | $139.1 萬 | 0.03% | +13,760+106.6% | 加碼 |
| Natixis Advisors, L.P. | 25,881 | $136.8 萬 | 0.00% | +79+0.3% | 加碼 |
| Kestra Advisory Services, LLC | 25,651 | $135.5 萬 | 0.01% | +803+3.2% | 加碼 |
| Credit Agricole S A | 24,915 | $131.7 萬 | 0.00% | +16,309+189.5% | 加碼 |
| LGT Group Foundation | 24,608 | $130.0 萬 | 0.02% | −251−1.0% | 減碼 |
| Sterling Capital Management LLC | 24,572 | $129.8 萬 | 0.02% | +1,460+6.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 24,457 | $129.2 萬 | 0.02% | +10,488+75.1% | 加碼 |
| Colony Group, LLC | 23,705 | $125.3 萬 | 0.00% | +16,638+235.4% | 加碼 |
| Argyle Capital Management Inc. | 23,233 | $122.8 萬 | 0.48% | +1,283+5.8% | 加碼 |
| Huber Capital Management LLC | 23,200 | $122.6 萬 | 0.24% | +3,000+14.9% | 加碼 |
| HSBC Holdings PLC | 22,981 | $121.1 萬 | 0.00% | +17,134+293.0% | 加碼 |
| QRG Capital Management, Inc. | 22,906 | $121.0 萬 | 0.01% | −54−0.2% | 減碼 |
| Measured Wealth Private Client Group, LLC | 22,391 | $118.3 萬 | 0.38% | +581+2.7% | 加碼 |
| Convergence Investment Partners, LLC | 22,136 | $117.0 萬 | 0.26% | −246−1.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 21,338 | $112.8 萬 | 0.00% | −4,303−16.8% | 減碼 |
| Ceera Investments, LLC | 21,230 | $112.2 萬 | 0.39% | −84−0.4% | 減碼 |
| CWM, LLC | 21,128 | $111.6 萬 | 0.00% | −8,132−27.8% | 減碼 |
| Hussman Strategic Advisors, Inc. | 21,000 | $111.0 萬 | 0.33% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 21,000 | $110.9 萬 | 0.36% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 20,527 | $108.4 萬 | 0.02% | +892+4.5% | 加碼 |
| FORA Capital, LLC | 20,327 | $107.4 萬 | 0.12% | +20,327 | 新進 |
| The PNC Financial Services Group, Inc. | 20,196 | $106.7 萬 | 0.00% | +2,088+11.5% | 加碼 |
| BW Gestao de Investimentos Ltda. | 20,100 | $106.2 萬 | 0.05% | +20,100 | 新進 |
| Vident Advisory, LLC | 20,094 | $106.2 萬 | 0.02% | +14,819+280.9% | 加碼 |
| Davy Global Fund Management Ltd | 20,026 | $105.8 萬 | 0.12% | −729−3.5% | 減碼 |
| Xponance, Inc. | 19,655 | $103.9 萬 | 0.01% | +784+4.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 19,241 | $102.1 萬 | 0.01% | +6,544+51.5% | 加碼 |
| Wealthfront Advisers LLC | 19,284 | $101.9 萬 | 0.00% | −350−1.8% | 減碼 |
| Pictet Asset Management Holding SA | 19,188 | $101.4 萬 | 0.00% | +999+5.5% | 加碼 |
| HighTower Advisors, LLC | 19,184 | $101.4 萬 | 0.00% | +1,202+6.7% | 加碼 |
| Kessler Investment Group, LLC | 18,327 | $96.8 萬 | 0.46% | −708−3.7% | 減碼 |
| Invst, LLC | 18,187 | $96.1 萬 | 0.12% | +274+1.5% | 加碼 |
| Nomura Holdings Inc | 18,184 | $96.1 萬 | 0.01% | +18,184 | 新進 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $95.1 萬 | 0.12% | 00.0% | 不變 |
| Ifrah Financial Services, Inc. | 17,728 | $93.7 萬 | 0.26% | −578−3.2% | 減碼 |
| Sherbrooke Park Advisers LLC | 17,656 | $93.3 萬 | 0.30% | +17,656 | 新進 |
| MSH Capital Advisors LLC | 17,537 | $92.7 萬 | 0.29% | +80.0% | 加碼 |
| Carlson Capital Management | 17,400 | $91.9 萬 | 0.04% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 17,099 | $90.4 萬 | 0.00% | +1,490+9.5% | 加碼 |
| Blueshift Asset Management, LLC | 17,081 | $90.3 萬 | 0.33% | +17,081 | 新進 |
| Park Avenue Securities LLC | 16,998 | $89.8 萬 | 0.01% | +1,141+7.2% | 加碼 |
| CWA Asset Management Group, LLC | 16,887 | $89.2 萬 | 0.04% | +5,380+46.8% | 加碼 |
| Rockland Trust Co | 16,866 | $89.1 萬 | 0.05% | 00.0% | 不變 |
| MML Investors Services, LLC | 16,863 | $89.1 萬 | 0.00% | +1,308+8.4% | 加碼 |
| JustInvest LLC | 16,833 | $88.9 萬 | 0.01% | −434−2.5% | 減碼 |
| Ascent Group, LLC | 15,981 | $84.4 萬 | 0.06% | +39+0.2% | 加碼 |
| Sovereign's Capital Management, LLC | 15,926 | $84.2 萬 | 0.54% | +15,926 | 新進 |
| Occudo Quantitative Strategies LP | 15,659 | $82.7 萬 | 0.15% | +15,659 | 新進 |
| Centiva Capital, LP | 15,581 | $82.3 萬 | 0.03% | −17,718−53.2% | 減碼 |
| Group One Trading, L.P. | 15,548 | $82.2 萬 | 0.03% | +4,670+42.9% | 加碼 |
| Legacy Bridge, LLC | 15,277 | $80.7 萬 | 0.42% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 15,228 | $80.5 萬 | 0.00% | −4,256−21.8% | 減碼 |
| Advisory Research Inc | 15,075 | $79.7 萬 | 0.13% | +83+0.6% | 加碼 |
| RBF Capital, LLC | 15,000 | $79.3 萬 | 0.04% | 00.0% | 不變 |
| IMC-Chicago, LLC | 14,828 | $78.4 萬 | 0.02% | +3,239+27.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 14,802 | $78.2 萬 | 0.00% | −439−2.9% | 減碼 |
| CCM Investment Group, LLC | 14,930 | $77.8 萬 | 0.08% | +14,930 | 新進 |
| Range Financial Group LLC | 14,645 | $77.4 萬 | 0.36% | +10,239+232.4% | 加碼 |
| New York Life Investment Management LLC | 14,639 | $77.4 萬 | 0.01% | −1,278−8.0% | 減碼 |
| Exchange Traded Concepts, LLC | 14,502 | $76.6 萬 | 0.02% | −22,250−60.5% | 減碼 |
| Bayesian Capital Management, LP | 14,427 | $76.2 萬 | 0.09% | −6,900−32.4% | 減碼 |
| Waldron Private Wealth LLC | 13,902 | $74.0 萬 | 0.03% | +6,936+99.6% | 加碼 |
| Ethic Inc. | 13,996 | $74.0 萬 | 0.01% | +2,932+26.5% | 加碼 |
| FIL Ltd | 13,668 | $72.2 萬 | 0.00% | +5,584+69.1% | 加碼 |
| Russell Investments Group, Ltd. | 13,669 | $72.2 萬 | 0.00% | −13,572−49.8% | 減碼 |
| Ieq Capital, LLC | 13,348 | $70.5 萬 | 0.01% | +4,401+49.2% | 加碼 |
| Inceptionr LLC | 13,169 | $69.6 萬 | 0.16% | +2,542+23.9% | 加碼 |
| Farther Finance Advisors, LLC | 13,155 | $69.5 萬 | 0.03% | −462−3.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,794 | $68.9 萬 | 0.01% | +6,797+113.3% | 加碼 |
| Bokf, NA | 12,831 | $68.8 萬 | 0.01% | +12,248+2,100.9% | 加碼 |
| TownSquare Capital, LLC | 12,824 | $67.8 萬 | 0.01% | +1,969+18.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 12,813 | $67.7 萬 | 0.01% | +12,813 | 新進 |
| Toroso Investments, LLC | 12,611 | $66.6 萬 | 0.01% | −6,884−35.3% | 減碼 |
| US Bancorp | 12,358 | $65.3 萬 | 0.00% | +233+1.9% | 加碼 |
| Hancock Whitney Corp | 11,944 | $63.1 萬 | 0.02% | −3,718−23.7% | 減碼 |
| Aviso Wealth Management | 11,917 | $63.0 萬 | 0.32% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 11,752 | $62.1 萬 | 0.01% | +8,659+280.0% | 加碼 |
| Brown Advisory Inc | 11,751 | $62.1 萬 | 0.00% | −6−0.1% | 減碼 |
| RMB Capital Management, LLC | 11,632 | $61.5 萬 | 0.01% | 00.0% | 不變 |
| Nebula Research & Development LLC | 11,579 | $61.2 萬 | 0.07% | −10,377−47.3% | 減碼 |
| Quest Partners LLC | 11,387 | $60.2 萬 | 0.08% | −954−7.7% | 減碼 |
| New Vernon Capital Holdings II LLC | 11,314 | $59.8 萬 | 0.41% | 00.0% | 不變 |
| Savant Capital, LLC | 11,216 | $59.3 萬 | 0.00% | −2,707−19.4% | 減碼 |
| Guggenheim Capital LLC | 11,172 | $59.0 萬 | 0.00% | −10,514−48.5% | 減碼 |
| Neuberger Berman Group LLC | 11,142 | $58.9 萬 | 0.00% | +3,207+40.4% | 加碼 |
| Jones Financial Companies LLLP | 11,023 | $58.2 萬 | 0.00% | +423+4.0% | 加碼 |
| Natixis | 10,941 | $57.8 萬 | 0.00% | +10,941 | 新進 |
| Prudential PLC | 10,822 | $57.2 萬 | 0.00% | −69,233−86.5% | 減碼 |
| D.A. Davidson & Co. | 10,666 | $56.4 萬 | 0.00% | −68−0.6% | 減碼 |
| TCM Advisors, LLC | – | $56.0 萬 | 0.50% | – | – |
| Diversified Trust Co | 10,571 | $55.9 萬 | 0.01% | +10,571 | 新進 |
| First Citizens Bank & Trust Co | 10,552 | $55.8 萬 | 0.01% | +392+3.9% | 加碼 |
| Aviva PLC | 10,486 | $55.4 萬 | 0.00% | +10,486 | 新進 |
| Fifth Third Bancorp | 10,459 | $55.3 萬 | 0.00% | −548−5.0% | 減碼 |
| Securian Asset Management, Inc | 10,360 | $54.7 萬 | 0.02% | −494−4.6% | 減碼 |
| Affinity Wealth Management LLC | 10,338 | $54.6 萬 | 0.10% | −2,353−18.5% | 減碼 |
| Caxton Associates LP | 10,253 | $54.2 萬 | 0.02% | −16,892−62.2% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 10,187 | $53.8 萬 | 0.19% | +710+7.5% | 加碼 |