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。
2025 年第 1 季 13F 持有人
H&R Block Inc 在 2025/3/31 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
- 564
- 較 2024 年第 4 季 +19 家
- 持有股數
- 1.29 億
- 較 2024 年第 4 季 +312.0 萬 (+2.5%)
- 總市值
- $70.0 億
- 較 2024 年第 4 季 +$3.75 億 (+5.7%)
- 新進機構
- 83
- 另有 181 家加碼
- 清倉機構
- 64
- 另有 211 家減碼
另有 7 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,923,014 | $8.74 億 | 0.02% | −517,628−3.1% | 減碼 |
| FMR LLC | 14,694,824 | $8.07 億 | 0.05% | +285,833+2.0% | 加碼 |
| Vanguard Group Inc | 14,168,986 | $7.78 億 | 0.01% | −84,290−0.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,626,167 | $2.54 億 | 0.99% | −75,729−1.6% | 減碼 |
| State Street Corp | 4,476,841 | $2.48 億 | 0.01% | −117,580−2.6% | 減碼 |
| Boston Partners | 3,767,912 | $2.07 億 | 0.25% | −732,640−16.3% | 減碼 |
| Lazard Asset Management LLC | 3,730,307 | $2.05 億 | 0.31% | +1,145,281+44.3% | 加碼 |
| Geode Capital Management, LLC | 2,699,471 | $1.48 億 | 0.01% | +98,699+3.8% | 加碼 |
| Northern Trust Corp | 2,608,496 | $1.43 億 | 0.02% | +263,274+11.2% | 加碼 |
| Dimensional Fund Advisors LP | 2,282,452 | $1.25 億 | 0.03% | −52,901−2.3% | 減碼 |
| Morgan Stanley | 2,150,012 | $1.18 億 | 0.01% | −21,351−1.0% | 減碼 |
| Wellington Management Group LLP | 2,141,988 | $1.18 億 | 0.02% | +119,510+5.9% | 加碼 |
| AQR Capital Management LLC | 1,789,040 | $9,736 萬 | 0.10% | −461,019−20.5% | 減碼 |
| Charles Schwab Investment Management Inc | 1,688,751 | $9,273 萬 | 0.02% | −3,530,711−67.6% | 減碼 |
| LSV Asset Management | 1,667,652 | $9,157 萬 | 0.22% | +209,019+14.3% | 加碼 |
| Bank of New York Mellon Corp | 1,657,188 | $9,100 萬 | 0.02% | −27,550−1.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,515,553 | $8,322 萬 | 0.07% | −535,125−26.1% | 減碼 |
| Qube Research & Technologies Ltd | 1,437,984 | $7,896 萬 | 0.12% | +229,876+19.0% | 加碼 |
| Balyasny Asset Management LLC | 1,286,896 | $7,066 萬 | 0.18% | +1,281,945+25,892.6% | 加碼 |
| Royal Bank of Canada | 1,244,858 | $6,836 萬 | 0.02% | +10,671+0.9% | 加碼 |
| Bank of America Corp | 1,217,814 | $6,687 萬 | 0.01% | +302,930+33.1% | 加碼 |
| Norges Bank | 1,119,415 | $6,147 萬 | 0.01% | +35,906+3.3% | 加碼 |
| Pacer Advisors, Inc. | 1,035,402 | $5,685 萬 | 0.13% | −1,699,787−62.1% | 減碼 |
| Millennium Management LLC | 1,027,979 | $5,645 萬 | 0.05% | +896,828+683.8% | 加碼 |
| NewEdge Wealth, LLC | 1,010,446 | $5,548 萬 | 1.00% | −85,266−7.8% | 減碼 |
| Price T Rowe Associates Inc | 976,797 | $5,364 萬 | 0.01% | +9,428+1.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 962,018 | $5,282 萬 | 0.06% | +735,739+325.1% | 加碼 |
| JPMorgan Chase & Co | 943,406 | $5,180 萬 | 0.00% | +298,989+46.4% | 加碼 |
| UBS Asset Management Americas Inc | 876,380 | $4,812 萬 | 0.01% | +54,002+6.6% | 加碼 |
| Marshall Wace, LLP | 876,154 | $4,811 萬 | 0.06% | +876,154 | 新進 |
| Goldman Sachs Group Inc | 848,532 | $4,659 萬 | 0.01% | +112,127+15.2% | 加碼 |
| Wedge Capital Management L L P | 782,948 | $4,299 萬 | 0.83% | −101,766−11.5% | 減碼 |
| Truist Financial Corp | 767,369 | $4,214 萬 | 0.07% | +91,075+13.5% | 加碼 |
| Clark Capital Management Group, Inc. | 744,117 | $4,086 萬 | 0.29% | −20,203−2.6% | 減碼 |
| UBS Group AG | 739,555 | $4,061 萬 | 0.01% | −83,936−10.2% | 減碼 |
| Boston Trust Walden Corp | 735,757 | $4,040 萬 | 0.30% | +252,185+52.2% | 加碼 |
| Envestnet Asset Management Inc | 703,672 | $3,864 萬 | 0.01% | +105,973+17.7% | 加碼 |
| First Trust Advisors LP | 656,413 | $3,604 萬 | 0.03% | +266,458+68.3% | 加碼 |
| Jane Street Group, LLC | 648,073 | $3,559 萬 | 0.06% | +505,713+355.2% | 加碼 |
| Citadel Advisors LLC | 638,890 | $3,508 萬 | 0.03% | +132,249+26.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 623,998 | $3,426 萬 | 0.03% | +15,260+2.5% | 加碼 |
| Voloridge Investment Management, LLC | 607,753 | $3,337 萬 | 0.12% | +607,753 | 新進 |
| Blue Whale Capital LLP | 560,907 | $3,080 萬 | 2.49% | +71,217+14.5% | 加碼 |
| Miller Howard Investments Inc | 554,160 | $3,043 萬 | 0.97% | +554,160 | 新進 |
| California Public Employees Retirement System | 524,765 | $2,881 萬 | 0.02% | −20,878−3.8% | 減碼 |
| Bridgewater Associates, LP | 524,443 | $2,880 萬 | 0.13% | +83,967+19.1% | 加碼 |
| Man Group plc | 493,502 | $2,710 萬 | 0.08% | +420,883+579.6% | 加碼 |
| HRT Financial LP | 482,937 | $2,652 萬 | 0.17% | +482,937 | 新進 |
| Prevatt Capital Ltd | 460,000 | $2,526 萬 | 8.53% | 00.0% | 不變 |
| Invesco Ltd. | 419,003 | $2,301 萬 | 0.00% | −1,155,549−73.4% | 減碼 |
| Rhumbline Advisers | 406,117 | $2,230 萬 | 0.02% | −4,158−1.0% | 減碼 |
| SEI Investments Co | 380,373 | $2,089 萬 | 0.03% | +8,630+2.3% | 加碼 |
| Retirement Systems of Alabama | 380,298 | $2,088 萬 | 0.08% | −3,728−1.0% | 減碼 |
| Los Angeles Capital Management LLC | 367,389 | $2,017 萬 | 0.09% | +151,224+70.0% | 加碼 |
| ExodusPoint Capital Management, LP | 343,928 | $1,889 萬 | 0.25% | +343,928 | 新進 |
| Ameriprise Financial Inc | 328,324 | $1,803 萬 | 0.00% | −3,178−1.0% | 減碼 |
| Liontrust Investment Partners LLP | 320,767 | $1,761 萬 | 0.28% | +27,883+9.5% | 加碼 |
| Franklin Resources Inc | 315,843 | $1,734 萬 | 0.01% | +19,334+6.5% | 加碼 |
| Alps Advisors Inc | 313,312 | $1,720 萬 | 0.10% | +14,518+4.9% | 加碼 |
| Moran Wealth Management, LLC | 310,397 | $1,704 萬 | 0.57% | −2,616−0.8% | 減碼 |
| Voya Investment Management LLC | 309,390 | $1,699 萬 | 0.02% | −28,541−8.4% | 減碼 |
| Principal Financial Group Inc | 308,659 | $1,695 萬 | 0.01% | −6,552−2.1% | 減碼 |
| Squarepoint Ops LLC | 306,203 | $1,681 萬 | 0.04% | +257,681+531.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 297,500 | $1,634 萬 | 0.08% | −77,100−20.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 293,294 | $1,610 萬 | 0.03% | −179,818−38.0% | 減碼 |
| Legal & General Group Plc | 287,253 | $1,577 萬 | 0.00% | +3,610+1.3% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 273,121 | $1,500 萬 | 0.05% | +110,288+67.7% | 加碼 |
| Swiss National Bank | 265,500 | $1,458 萬 | 0.01% | −9,000−3.3% | 減碼 |
| Two Sigma Investments, LP | 263,641 | $1,448 萬 | 0.03% | +227,189+623.3% | 加碼 |
| Empowered Funds, LLC | 227,934 | $1,252 萬 | 0.18% | +27,542+13.7% | 加碼 |
| Cambria Investment Management, L.P. | 206,648 | $1,135 萬 | 0.79% | −21,021−9.2% | 減碼 |
| New Vernon Capital Holdings II LLC | 621,252 | $1,131 萬 | 0.27% | +609,938+5,391.0% | 加碼 |
| Capital Fund Management S.A. | 204,143 | $1,121 萬 | 0.14% | +171,798+531.1% | 加碼 |
| Raymond James Financial Inc | 201,432 | $1,106 萬 | 0.00% | −1,541−0.8% | 減碼 |
| Ibex Wealth Advisors | 194,888 | $1,070 萬 | 1.42% | +1,280+0.7% | 加碼 |
| Edgestream Partners, L.P. | 193,568 | $1,063 萬 | 0.36% | +193,568 | 新進 |
| Alliancebernstein L.P. | 190,110 | $1,044 萬 | 0.00% | −5,881−3.0% | 減碼 |
| Financial Counselors Inc | 177,709 | $975.8 萬 | 0.15% | −5,714−3.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,118 | $934.1 萬 | 0.02% | −29,802−14.9% | 減碼 |
| CI Private Wealth, LLC | 166,627 | $915.0 萬 | 0.01% | +8,228+5.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 160,693 | $882.4 萬 | 0.02% | −7,490−4.5% | 減碼 |
| New York State Teachers Retirement System | 152,644 | $838.2 萬 | 0.02% | −12,836−7.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $822.8 萬 | 0.02% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 148,150 | $813.5 萬 | 0.05% | −7,244−4.7% | 減碼 |
| Wells Fargo & Company | 147,756 | $811.3 萬 | 0.00% | +48,884+49.4% | 加碼 |
| Sound Income Strategies, LLC | 143,325 | $787.0 萬 | 0.46% | −41,049−22.3% | 減碼 |
| Royce & Associates LP | 142,756 | $783.9 萬 | 0.08% | −13,300−8.5% | 減碼 |
| Nuveen, LLC | 828,396 | $765.0 萬 | 0.00% | +828,396 | 新進 |
| Tectonic Advisors LLC | 132,524 | $727.7 萬 | 0.45% | +11,716+9.7% | 加碼 |
| California State Teachers Retirement System | 128,704 | $706.7 萬 | 0.01% | −1,840−1.4% | 減碼 |
| Storebrand Asset Management AS | 128,181 | $703.8 萬 | 0.02% | −66,000−34.0% | 減碼 |
| Trexquant Investment LP | 126,891 | $696.8 萬 | 0.08% | +126,891 | 新進 |
| Crossmark Global Holdings, Inc. | 126,486 | $694.5 萬 | 0.12% | +19,411+18.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 119,658 | $657.0 萬 | 0.02% | −9,937−7.7% | 減碼 |
| Landscape Capital Management, L.L.C. | 118,395 | $650.1 萬 | 0.58% | +118,395 | 新進 |
| Nordea Investment Management AB | 117,317 | $635.5 萬 | 0.01% | −1,299−1.1% | 減碼 |
| Susquehanna International Group, LLP | 113,981 | $625.9 萬 | 0.01% | +87,373+328.4% | 加碼 |
| Victory Capital Management Inc | 113,604 | $623.8 萬 | 0.01% | +38,999+52.3% | 加碼 |
| Great West Life Assurance Co | 112,623 | $619.2 萬 | 0.01% | −11,062−8.9% | 減碼 |
| Barclays PLC | 112,528 | $617.9 萬 | 0.00% | −21,011−15.7% | 減碼 |