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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 10,173 | $53.8 萬 | 0.07% | +1,246+14.0% | 加碼 |
| Sunbelt Securities, Inc. | 10,263 | $53.5 萬 | 0.05% | −27−0.3% | 減碼 |
| Boothbay Fund Management, LLC | 10,098 | $53.4 萬 | 0.02% | +10,098 | 新進 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $53.2 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 10,046 | $53.1 萬 | 0.00% | −33,222−76.8% | 減碼 |
| AE Wealth Management LLC | 10,048 | $53.1 萬 | 0.00% | −197−1.9% | 減碼 |
| Fulton Breakefield Broenniman LLC | 9,920 | $52.4 萬 | 0.04% | 00.0% | 不變 |
| Wedmont Private Capital | 9,607 | $51.5 萬 | 0.03% | +100+1.1% | 加碼 |
| IFP Advisors, Inc | 9,670 | $51.1 萬 | 0.02% | +119+1.2% | 加碼 |
| Cresset Asset Management, LLC | 9,584 | $50.9 萬 | 0.00% | −16,737−63.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,485 | $50.1 萬 | 0.00% | +1,290+15.7% | 加碼 |
| Chesley Taft & Associates LLC | 9,341 | $49.4 萬 | 0.02% | −59−0.6% | 減碼 |
| Scotia Capital Inc. | 9,262 | $48.9 萬 | 0.00% | +9,262 | 新進 |
| Teza Capital Management LLC | 9,208 | $48.7 萬 | 0.07% | −33,566−78.5% | 減碼 |
| Paradigm Financial Partners, LLC | 9,160 | $48.4 萬 | 0.06% | −256−2.7% | 減碼 |
| Principal Securities, Inc. | 9,104 | $48.1 萬 | 0.01% | +1,338+17.2% | 加碼 |
| Boston Family Office LLC | 9,000 | $47.6 萬 | 0.03% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 8,854 | $46.8 萬 | 0.16% | +117+1.3% | 加碼 |
| Empirical Finance, LLC | 8,751 | $46.2 萬 | 0.03% | +8,751 | 新進 |
| Tradewinds, LLC. | 8,581 | $44.9 萬 | 0.12% | 00.0% | 不變 |
| Walleye Trading LLC | 8,425 | $44.5 萬 | 0.01% | +8,425 | 新進 |
| Schonfeld Strategic Advisors LLC | 8,312 | $43.9 萬 | 0.00% | +410+5.2% | 加碼 |
| Advisors Capital Management, LLC | 8,261 | $43.7 萬 | 0.01% | +8,261 | 新進 |
| Dorsey & Whitney Trust CO LLC | 8,227 | $43.5 萬 | 0.02% | 00.0% | 不變 |
| CIBC World Markets Inc. | 8,125 | $42.9 萬 | 0.00% | +525+6.9% | 加碼 |
| Vestcor Inc | 8,004 | $42.3 萬 | 0.01% | −11,107−58.1% | 減碼 |
| Maryland State Retirement & Pension System | 7,927 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| CWC Advisors, LLC. | 7,852 | $41.5 萬 | 0.41% | −111−1.4% | 減碼 |
| Keybank National Association | 7,840 | $41.4 萬 | 0.00% | −1,753−18.3% | 減碼 |
| Dorsey Wright & Associates | 7,803 | $41.2 萬 | 0.10% | −10−0.1% | 減碼 |
| Captrust Financial Advisors | 7,707 | $40.7 萬 | 0.00% | −3,462−31.0% | 減碼 |
| AdvisorShares Investments LLC | 7,600 | $40.2 萬 | 0.08% | +7,600 | 新進 |
| Pallas Capital Advisors LLC | 7,451 | $39.4 萬 | 0.02% | −4,087−35.4% | 減碼 |
| SageView Advisory Group, LLC | 7,443 | $39.3 萬 | 0.02% | +90+1.2% | 加碼 |
| Utah Retirement Systems | 7,400 | $39.1 萬 | 0.00% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 7,232 | $38.2 萬 | 0.02% | −153−2.1% | 減碼 |
| Brinker Capital Investments, LLC | 7,222 | $38.2 萬 | 0.00% | +1,623+29.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 7,222 | $38.2 萬 | 0.00% | +1,623+29.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 7,197 | $38.0 萬 | 0.02% | +60+0.8% | 加碼 |
| MOKAN Wealth Management Inc. | 7,008 | $37.0 萬 | 0.24% | +7,008 | 新進 |
| Lindenwold Advisors | 6,985 | $36.9 萬 | 0.20% | +1,462+26.5% | 加碼 |
| TD Private Client Wealth LLC | 6,961 | $36.8 萬 | 0.01% | +885+14.6% | 加碼 |
| Avantax Advisory Services, Inc. | 6,909 | $36.5 萬 | 0.00% | +259+3.9% | 加碼 |
| Merit Financial Group, LLC | 6,855 | $36.2 萬 | 0.01% | +6,855 | 新進 |
| Ronald Blue Trust, Inc. | 6,792 | $35.9 萬 | 0.00% | +1,310+23.9% | 加碼 |
| Hilltop Holdings Inc. | 6,756 | $35.7 萬 | 0.02% | +579+9.4% | 加碼 |
| Focus Financial Network, Inc. | 6,633 | $35.3 萬 | 0.01% | +40+0.6% | 加碼 |
| Park National Corp | 6,468 | $34.2 萬 | 0.01% | +693+12.0% | 加碼 |
| Proequities, Inc. | 6,414 | $34.2 萬 | 0.02% | +685+12.0% | 加碼 |
| Shell Asset Management Co | 6,456 | $34.1 萬 | 0.01% | 00.0% | 不變 |
| ProShare Advisors LLC | 6,412 | $33.9 萬 | 0.00% | +327+5.4% | 加碼 |
| Brown Capital Management LLC | 6,335 | $33.5 萬 | 0.01% | +750+13.4% | 加碼 |
| Csenge Advisory Group | 6,210 | $32.8 萬 | 0.02% | −460−6.9% | 減碼 |
| Bank of Nova Scotia | 6,170 | $32.6 萬 | 0.00% | +261+4.4% | 加碼 |
| SG Americas Securities, LLC | 6,032 | $31.9 萬 | 0.00% | −18,517−75.4% | 減碼 |
| Tennessee Valley Asset Management Partners | 5,878 | $31.1 萬 | 0.05% | +5,878 | 新進 |
| KBC Group NV | 5,841 | $30.9 萬 | 0.00% | +2,281+64.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 5,800 | $30.6 萬 | 0.01% | +5,800 | 新進 |
| Robertson Stephens Wealth Management, LLC | 5,703 | $30.3 萬 | 0.01% | +34+0.6% | 加碼 |
| IHT Wealth Management, LLC | 5,738 | $30.3 萬 | 0.01% | +152+2.7% | 加碼 |
| Kingsview Wealth Management, LLC | 5,660 | $29.9 萬 | 0.01% | −7−0.1% | 減碼 |
| Affinity Capital Advisors, LLC | 5,555 | $29.8 萬 | 0.06% | 00.0% | 不變 |
| Arnhold LLC | 5,600 | $29.6 萬 | 0.03% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 5,549 | $29.3 萬 | 0.01% | +5,549 | 新進 |
| Prosperity Consulting Group, LLC | 5,536 | $29.3 萬 | 0.02% | +45+0.8% | 加碼 |
| EMC Capital Management | 5,512 | $29.1 萬 | 0.16% | −3,101−36.0% | 減碼 |
| My Legacy Advisors, LLC | 5,124 | $28.4 萬 | 0.11% | +359+7.5% | 加碼 |
| Gallacher Capital Management LLC | 5,330 | $28.2 萬 | 0.14% | −59−1.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 9,677 | $28.1 萬 | 0.05% | +9,677 | 新進 |
| Shelton Capital Management | 5,268 | $27.8 萬 | 0.01% | −304−5.5% | 減碼 |
| Washington Trust Co | 5,100 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Raiffeisen Bank International AG | 5,114 | $26.7 萬 | 0.00% | +5,114 | 新進 |
| Spears Abacus Advisors LLC | 5,030 | $26.6 萬 | 0.01% | −1,865−27.0% | 減碼 |
| Roof Eidam & Maycock | 5,000 | $26.4 萬 | 0.07% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,000 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,000 | $26.4 萬 | 0.03% | 00.0% | 不變 |
| Everett Harris & Co | 5,000 | $26.4 萬 | 0.00% | +5,000 | 新進 |
| Level Four Advisory Services, LLC | 4,961 | $26.2 萬 | 0.01% | +9+0.2% | 加碼 |
| Balyasny Asset Management LLC | 4,951 | $26.2 萬 | 0.00% | −2,068−29.5% | 減碼 |
| CAPROCK Group, Inc. | 4,856 | $25.9 萬 | 0.01% | −1,046−17.7% | 減碼 |
| Silver Coast Investments LLC | 4,876 | $25.8 萬 | 0.10% | +300+6.6% | 加碼 |
| NDVR, Inc. | 4,873 | $25.7 萬 | 0.25% | +358+7.9% | 加碼 |
| Pinnacle Associates Ltd | 4,871 | $25.7 萬 | 0.00% | +650+15.4% | 加碼 |
| Intrust Bank NA | 4,826 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 4,800 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| National Bank of Canada | 4,780 | $25.3 萬 | 0.00% | −1,063−18.2% | 減碼 |
| Jefferies Financial Group Inc. | 4,758 | $25.1 萬 | 0.00% | +4,758 | 新進 |
| Umb Bank N A | 4,686 | $24.8 萬 | 0.00% | −13−0.3% | 減碼 |
| Coldstream Capital Management Inc | 4,630 | $24.5 萬 | 0.01% | −248−5.1% | 減碼 |
| EP Wealth Advisors, LLC | 4,525 | $23.9 萬 | 0.00% | +280+6.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,491 | $23.7 萬 | 0.01% | −48−1.1% | 減碼 |
| Resources Investment Advisors, LLC. | 4,469 | $23.6 萬 | 0.00% | −4−0.1% | 減碼 |
| 1620 Investment Advisors, Inc. | 4,398 | $23.2 萬 | 0.18% | −106−2.4% | 減碼 |
| Eagle Bay Advisors LLC | 4,327 | $23.0 萬 | 0.14% | +51+1.2% | 加碼 |
| Cahill Financial Advisors Inc | 4,355 | $23.0 萬 | 0.03% | +4,355 | 新進 |
| Bleakley Financial Group, LLC | 4,323 | $22.8 萬 | 0.01% | −69−1.6% | 減碼 |
| CIBC Asset Management Inc | 4,263 | $22.5 萬 | 0.00% | +222+5.5% | 加碼 |
| DGS Capital Management, LLC | 4,260 | $22.5 萬 | 0.06% | +9+0.2% | 加碼 |
| Prossimo Advisors, LLC | 4,237 | $22.4 萬 | 0.16% | +687+19.4% | 加碼 |
| PFG Investments, LLC | 4,197 | $22.2 萬 | 0.01% | −446−9.6% | 減碼 |