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 |
|---|---|---|---|---|---|
| NVWM, LLC | 676 | $3.71 萬 | 0.01% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 713 | $3.86 萬 | 0.00% | +56+8.5% | 加碼 |
| Mather Group, LLC. | 710 | $3.90 萬 | 0.00% | +135+23.5% | 加碼 |
| Valley National Advisers Inc | 800 | $4.30 萬 | 0.01% | −27−3.3% | 減碼 |
| Versant Capital Management, Inc | 785 | $4.31 萬 | 0.01% | −49−5.9% | 減碼 |
| Archer Investment Corp | 800 | $4.39 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 816 | $4.48 萬 | 0.00% | +87+11.9% | 加碼 |
| Nomura Asset Management Co Ltd | 830 | $4.56 萬 | 0.00% | −260−23.9% | 減碼 |
| SBI Securities Co., Ltd. | 845 | $4.64 萬 | 0.00% | −22−2.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,013 | $5.48 萬 | 0.00% | −100,787−99.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,021 | $5.61 萬 | 0.00% | +617+152.7% | 加碼 |
| Huntington National Bank | 1,032 | $5.67 萬 | 0.00% | −385−27.2% | 減碼 |
| Continuum Advisory, LLC | 1,080 | $5.93 萬 | 0.01% | −85−7.3% | 減碼 |
| HM Payson & Co | 1,150 | $6.31 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 1,356 | $7.50 萬 | 0.05% | +243+21.8% | 加碼 |
| Parallel Advisors, LLC | 1,392 | $7.64 萬 | 0.00% | +85+6.5% | 加碼 |
| Walleye Capital LLC | 1,446 | $7.94 萬 | 0.00% | −55,375−97.5% | 減碼 |
| Richardson Financial Services Inc. | 1,466 | $8.05 萬 | 0.06% | −24−1.6% | 減碼 |
| Salem Investment Counselors Inc | 1,458 | $8.06 萬 | 0.00% | −742−33.7% | 減碼 |
| GAMMA Investing LLC | 1,508 | $8.28 萬 | 0.01% | +850+129.2% | 加碼 |
| Bryn Mawr Trust Co | 1,536 | $8.43 萬 | 0.00% | +155+11.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,660 | $9.12 萬 | 0.00% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 1,700 | $9.33 萬 | 0.00% | +1,700 | 新進 |
| Geneos Wealth Management Inc. | 1,706 | $9.37 萬 | 0.00% | +293+20.7% | 加碼 |
| North Star Investment Management Corp. | 1,981 | $10.9 萬 | 0.01% | +1+0.1% | 加碼 |
| Independence Bank of Kentucky | 2,000 | $11.0 萬 | 0.02% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 2,166 | $11.9 萬 | 0.01% | +507+30.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,191 | $11.9 萬 | 0.00% | +1,009+85.4% | 加碼 |
| Bessemer Group Inc | 2,228 | $12.2 萬 | 0.00% | −378−14.5% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,270 | $12.5 萬 | 0.05% | +2,200+3,142.9% | 加碼 |
| Quarry LP | 2,290 | $12.6 萬 | 0.03% | −1,410−38.1% | 減碼 |
| Center for Financial Planning, Inc. | 2,303 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 2,426 | $13.3 萬 | 0.01% | +143+6.3% | 加碼 |
| SRS Capital Advisors, Inc. | 2,584 | $14.2 萬 | 0.01% | −171−6.2% | 減碼 |
| Ci Investments Inc. | 3,088 | $17.0 萬 | 0.00% | +61+2.0% | 加碼 |
| Allworth Financial LP | 3,022 | $17.8 萬 | 0.00% | −946−23.8% | 減碼 |
| PEAK6 LLC | 3,237 | $17.8 萬 | 0.01% | −101,380−96.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,403 | $18.6 萬 | 0.00% | +757+28.6% | 加碼 |
| Paladin Advisory Group, LLC | 3,584 | $19.7 萬 | 0.16% | 00.0% | 不變 |
| Quadrature Capital Ltd | 3,675 | $20.2 萬 | 0.00% | +3,675 | 新進 |
| Corton Capital Inc. | 3,754 | $20.6 萬 | 0.68% | +3,754 | 新進 |
| Eagle Bay Advisors LLC | 3,777 | $20.9 萬 | 0.18% | −550−12.7% | 減碼 |
| Next Level Private LLC | 3,806 | $20.9 萬 | 0.08% | +3,806 | 新進 |
| Atomi Financial Group, Inc. | 3,860 | $21.2 萬 | 0.01% | +3,860 | 新進 |
| Valeo Financial Advisors, LLC | 3,871 | $21.3 萬 | 0.01% | +3,871 | 新進 |
| Advisors Asset Management, Inc. | 3,901 | $21.4 萬 | 0.00% | −51−1.3% | 減碼 |
| Armstrong Advisory Group, Inc | 4,110 | $21.7 萬 | 0.02% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 3,580 | $21.8 萬 | 0.01% | +3,580 | 新進 |
| Corient IA LLC | 4,000 | $22.0 萬 | 0.16% | +4,000 | 新進 |
| Belmont Capital, LLC | 4,000 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| Captrust Financial Advisors | 4,013 | $22.0 萬 | 0.00% | −3,694−47.9% | 減碼 |
| 1620 Investment Advisors, Inc. | 4,021 | $22.1 萬 | 0.17% | −377−8.6% | 減碼 |
| Thrive Wealth Management, LLC | 4,045 | $22.2 萬 | 0.04% | +5+0.1% | 加碼 |
| National Bank of Canada | 4,050 | $22.2 萬 | 0.00% | −730−15.3% | 減碼 |
| Westshore Wealth, LLC | 4,086 | $22.4 萬 | 0.09% | −88−2.1% | 減碼 |
| Banque Cantonale Vaudoise | 4,124 | $22.6 萬 | 0.01% | +4,124 | 新進 |
| Barnett & Company, Inc. | 4,120 | $22.6 萬 | 0.19% | 00.0% | 不變 |
| Teza Capital Management LLC | 4,143 | $22.7 萬 | 0.10% | −5,065−55.0% | 減碼 |
| Marex Group plc | 4,175 | $22.9 萬 | 0.00% | +4,175 | 新進 |
| Brown Brothers Harriman & Co | 4,180 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| Brown Capital Management LLC | 4,189 | $23.0 萬 | 0.01% | −2,146−33.9% | 減碼 |
| HB Wealth Management, LLC | 4,196 | $23.0 萬 | 0.00% | +4,196 | 新進 |
| J.W. Cole Advisors, Inc. | 4,207 | $23.1 萬 | 0.01% | +4,207 | 新進 |
| Keybank National Association | 4,215 | $23.1 萬 | 0.00% | −3,625−46.2% | 減碼 |
| PFG Investments, LLC | 4,219 | $23.2 萬 | 0.01% | +22+0.5% | 加碼 |
| Holocene Advisors, LP | 4,265 | $23.4 萬 | 0.00% | +4,265 | 新進 |
| Prossimo Advisors, LLC | 4,271 | $23.5 萬 | 0.18% | +34+0.8% | 加碼 |
| D.A. Davidson & Co. | 4,295 | $23.6 萬 | 0.00% | −6,371−59.7% | 減碼 |
| Jain Global LLC | 4,315 | $23.7 萬 | 0.00% | +4,315 | 新進 |
| CIBC Asset Management Inc | 4,364 | $24.0 萬 | 0.00% | +101+2.4% | 加碼 |
| Impact Partnership Wealth, LLC | 4,373 | $24.0 萬 | 0.05% | +4,373 | 新進 |
| Spears Abacus Advisors LLC | 4,404 | $24.2 萬 | 0.01% | −626−12.4% | 減碼 |
| Convergence Financial, LLC | 4,480 | $24.6 萬 | 0.05% | +4,480 | 新進 |
| Coldstream Capital Management Inc | 4,493 | $24.7 萬 | 0.01% | −137−3.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,582 | $25.2 萬 | 0.01% | +91+2.0% | 加碼 |
| EP Wealth Advisors, LLC | 4,609 | $25.3 萬 | 0.00% | +84+1.9% | 加碼 |
| NDVR, Inc. | 4,673 | $25.7 萬 | 0.26% | −200−4.1% | 減碼 |
| Pensionmark Financial Group, LLC | 4,757 | $26.1 萬 | 0.01% | +4,757 | 新進 |
| Cahill Financial Advisors Inc | 4,770 | $26.2 萬 | 0.04% | +415+9.5% | 加碼 |
| Guyasuta Investment Advisors Inc | 4,800 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Intrust Bank NA | 4,803 | $26.4 萬 | 0.03% | −23−0.5% | 減碼 |
| Pinnacle Associates Ltd | 4,861 | $26.7 萬 | 0.00% | −10−0.2% | 減碼 |
| Gallacher Capital Management LLC | 4,871 | $26.7 萬 | 0.13% | −459−8.6% | 減碼 |
| Level Four Advisory Services, LLC | 4,961 | $27.2 萬 | 0.01% | 00.0% | 不變 |
| Everett Harris & Co | 5,000 | $27.5 萬 | 0.00% | 00.0% | 不變 |
| Roof Eidam & Maycock | 5,000 | $27.5 萬 | 0.07% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,000 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,000 | $27.5 萬 | 0.03% | 00.0% | 不變 |
| Shelton Capital Management | 5,070 | $27.8 萬 | 0.01% | −198−3.8% | 減碼 |
| Taylor Hoffman Capital Management LLC | 4,972 | $28.0 萬 | 0.10% | +4,972 | 新進 |
| Boothbay Fund Management, LLC | 5,139 | $28.2 萬 | 0.01% | −4,959−49.1% | 減碼 |
| My Legacy Advisors, LLC | 5,236 | $28.8 萬 | 0.11% | +112+2.2% | 加碼 |
| Centiva Capital, LP | 5,341 | $29.3 萬 | 0.02% | −10,240−65.7% | 減碼 |
| DGS Capital Management, LLC | 5,384 | $29.6 萬 | 0.08% | +1,124+26.4% | 加碼 |
| Umb Bank N A | 5,480 | $30.1 萬 | 0.00% | +794+16.9% | 加碼 |
| EMC Capital Management | 5,512 | $30.3 萬 | 0.18% | 00.0% | 不變 |
| Arnhold LLC | 5,600 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| Lindenwold Advisors | 5,610 | $30.8 萬 | 0.17% | −1,375−19.7% | 減碼 |
| Kingsview Wealth Management, LLC | 5,660 | $31.1 萬 | 0.01% | 00.0% | 不變 |
| ProShare Advisors LLC | 5,703 | $31.3 萬 | 0.00% | −709−11.1% | 減碼 |