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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 5,709 | $31.3 萬 | 0.00% | −461−7.5% | 減碼 |
| KBC Group NV | 5,780 | $31.7 萬 | 0.00% | −61−1.0% | 減碼 |
| IHT Wealth Management, LLC | 5,773 | $31.7 萬 | 0.01% | +35+0.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,742 | $31.7 萬 | 0.01% | +39+0.7% | 加碼 |
| Quest Partners LLC | 5,864 | $32.2 萬 | 0.04% | −5,523−48.5% | 減碼 |
| Affinity Capital Advisors, LLC | 5,500 | $32.5 萬 | 0.06% | −55−1.0% | 減碼 |
| Arcus Capital Partners, LLC | 6,055 | $33.2 萬 | 0.13% | +6,055 | 新進 |
| Silver Coast Investments LLC | 6,096 | $33.5 萬 | 0.13% | +1,220+25.0% | 加碼 |
| Waldron Private Wealth LLC | 6,075 | $33.6 萬 | 0.02% | −7,827−56.3% | 減碼 |
| MOKAN Wealth Management Inc. | 6,158 | $33.8 萬 | 0.20% | −850−12.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,180 | $33.9 萬 | 0.01% | −5,572−47.4% | 減碼 |
| Quadrant Capital Group LLC | 6,200 | $34.0 萬 | 0.01% | +4,822+349.9% | 加碼 |
| Shell Asset Management Co | 6,203 | $34.1 萬 | 0.02% | −253−3.9% | 減碼 |
| Prosperity Consulting Group, LLC | 6,454 | $35.4 萬 | 0.03% | +918+16.6% | 加碼 |
| Maryland State Retirement & Pension System | 6,486 | $35.6 萬 | 0.01% | −1,441−18.2% | 減碼 |
| Laurion Capital Management LP | 6,498 | $35.7 萬 | 0.03% | +6,498 | 新進 |
| Harbour Investments, Inc. | 6,530 | $35.9 萬 | 0.01% | +5,010+329.6% | 加碼 |
| Park National Corp | 6,601 | $36.2 萬 | 0.01% | +133+2.1% | 加碼 |
| Brinker Capital Investments, LLC | 6,611 | $36.3 萬 | 0.00% | −611−8.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 6,611 | $36.3 萬 | 0.00% | −611−8.5% | 減碼 |
| Csenge Advisory Group | 5,813 | $36.6 萬 | 0.02% | −397−6.4% | 減碼 |
| Focus Financial Network, Inc. | 6,633 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Leuthold Group, LLC | 6,718 | $36.9 萬 | 0.05% | −66,951−90.9% | 減碼 |
| Merit Financial Group, LLC | 6,796 | $37.3 萬 | 0.01% | −59−0.9% | 減碼 |
| Counterpoint Mutual Funds LLC | 6,857 | $37.7 萬 | 0.05% | +6,857 | 新進 |
| Sterling Capital Management LLC | 7,020 | $38.5 萬 | 0.01% | −17,552−71.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 7,154 | $39.3 萬 | 0.00% | −2,331−24.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 7,163 | $39.3 萬 | 0.02% | −69−1.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 7,197 | $39.5 萬 | 0.03% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 7,251 | $39.8 萬 | 0.02% | −192−2.6% | 減碼 |
| Raiffeisen Bank International AG | 7,503 | $40.6 萬 | 0.01% | +2,389+46.7% | 加碼 |
| Utah Retirement Systems | 7,400 | $40.6 萬 | 0.00% | 00.0% | 不變 |
| CIBC World Markets Inc. | 7,454 | $40.9 萬 | 0.00% | −671−8.3% | 減碼 |
| Hilltop Holdings Inc. | 7,500 | $41.2 萬 | 0.03% | +744+11.0% | 加碼 |
| Jump Financial, LLC | 7,584 | $41.6 萬 | 0.01% | +7,584 | 新進 |
| Two Sigma Securities, LLC | 7,622 | $41.9 萬 | 0.06% | +7,622 | 新進 |
| Panagora Asset Management Inc | 7,679 | $42.2 萬 | 0.00% | +7,679 | 新進 |
| Ronald Blue Trust, Inc. | 8,013 | $44.0 萬 | 0.01% | +1,221+18.0% | 加碼 |
| IFP Advisors, Inc | 8,044 | $44.2 萬 | 0.01% | −1,626−16.8% | 減碼 |
| Avantax Advisory Services, Inc. | 8,121 | $44.6 萬 | 0.00% | +1,212+17.5% | 加碼 |
| Advisors Capital Management, LLC | 8,275 | $45.4 萬 | 0.01% | +14+0.2% | 加碼 |
| Catalyst Funds Management Pty Ltd | 8,280 | $45.5 萬 | 0.12% | +8,280 | 新進 |
| CTC Alternative Strategies, Ltd. | 8,460 | $46.5 萬 | 0.57% | +8,460 | 新進 |
| Cresset Asset Management, LLC | 8,522 | $47.1 萬 | 0.00% | −1,062−11.1% | 減碼 |
| Tradewinds, LLC. | 8,581 | $47.1 萬 | 0.13% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 8,686 | $47.7 萬 | 0.03% | +459+5.6% | 加碼 |
| TD Private Client Wealth LLC | 8,745 | $48.0 萬 | 0.01% | +1,784+25.6% | 加碼 |
| Paradigm Financial Partners, LLC | 8,752 | $48.1 萬 | 0.06% | −408−4.5% | 減碼 |
| TriaGen Wealth Management LLC | 8,756 | $48.1 萬 | 0.17% | −98−1.1% | 減碼 |
| Principal Securities, Inc. | 9,104 | $48.1 萬 | 0.01% | 00.0% | 不變 |
| Empirical Finance, LLC | 8,833 | $48.5 萬 | 0.03% | +82+0.9% | 加碼 |
| Boston Family Office LLC | 9,000 | $49.4 萬 | 0.03% | 00.0% | 不變 |
| United Services Automobile Association | 9,266 | $50.1 萬 | 0.02% | +9,266 | 新進 |
| Fulton Breakefield Broenniman LLC | 9,220 | $50.6 萬 | 0.04% | −700−7.1% | 減碼 |
| AE Wealth Management LLC | 9,413 | $51.7 萬 | 0.00% | −635−6.3% | 減碼 |
| Chesley Taft & Associates LLC | 9,658 | $53.0 萬 | 0.03% | +317+3.4% | 加碼 |
| Neuberger Berman Group LLC | 9,804 | $53.8 萬 | 0.00% | −1,338−12.0% | 減碼 |
| Wedmont Private Capital | 9,116 | $53.9 萬 | 0.03% | −491−5.1% | 減碼 |
| Scotia Capital Inc. | 9,979 | $54.8 萬 | 0.00% | +717+7.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $55.3 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 10,072 | $55.3 萬 | 0.01% | −1,100−9.8% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 10,112 | $55.5 萬 | 0.21% | −75−0.7% | 減碼 |
| Securian Asset Management, Inc | 10,165 | $55.8 萬 | 0.02% | −195−1.9% | 減碼 |
| Sunbelt Securities, Inc. | 10,263 | $56.4 萬 | 0.05% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 10,283 | $56.5 萬 | 0.06% | +10,283 | 新進 |
| CWC Advisors, LLC. | 10,359 | $56.9 萬 | 0.32% | +2,507+31.9% | 加碼 |
| TCM Advisors, LLC | – | $58.8 萬 | 0.51% | – | – |
| Tudor Investment Corp Et Al | 10,792 | $59.3 萬 | 0.01% | −280,597−96.3% | 減碼 |
| First Citizens Bank & Trust Co | 10,862 | $59.6 萬 | 0.02% | +310+2.9% | 加碼 |
| Fifth Third Bancorp | 10,864 | $59.7 萬 | 0.00% | +405+3.9% | 加碼 |
| Occudo Quantitative Strategies LP | 11,613 | $62.8 萬 | 0.08% | −4,046−25.8% | 減碼 |
| TownSquare Capital, LLC | 11,554 | $63.4 萬 | 0.01% | −1,270−9.9% | 減碼 |
| Journey Strategic Wealth LLC | 11,757 | $64.6 萬 | 0.02% | +6,208+111.9% | 加碼 |
| Kovack Advisors, Inc. | 11,831 | $65.0 萬 | 0.07% | +11,831 | 新進 |
| Aviso Wealth Management | 11,917 | $65.4 萬 | 0.35% | 00.0% | 不變 |
| Brown Advisory Inc | 11,942 | $65.6 萬 | 0.00% | +191+1.6% | 加碼 |
| Inceptionr LLC | 12,163 | $66.8 萬 | 0.20% | −1,006−7.6% | 減碼 |
| US Bancorp | 12,282 | $67.4 萬 | 0.00% | −76−0.6% | 減碼 |
| Affinity Wealth Management LLC | 12,337 | $67.7 萬 | 0.13% | +1,999+19.3% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 12,500 | $68.6 萬 | 0.09% | +2,327+22.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,808 | $69.3 萬 | 0.01% | +14+0.1% | 加碼 |
| Hancock Whitney Corp | 12,954 | $71.1 萬 | 0.02% | +1,010+8.5% | 加碼 |
| Jones Financial Companies LLLP | 13,067 | $71.4 萬 | 0.00% | +2,044+18.5% | 加碼 |
| FIL Ltd | 13,709 | $75.3 萬 | 0.00% | +41+0.3% | 加碼 |
| Bokf, NA | 14,287 | $78.4 萬 | 0.01% | +1,456+11.3% | 加碼 |
| SG Americas Securities, LLC | 14,514 | $79.7 萬 | 0.00% | +8,482+140.6% | 加碼 |
| Claret Asset Management Corp | – | $79.8 萬 | 0.12% | – | 新進 |
| New York Life Investment Management LLC | 14,545 | $79.9 萬 | 0.01% | −94−0.6% | 減碼 |
| Range Financial Group LLC | 14,587 | $80.1 萬 | 0.36% | −58−0.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 14,802 | $81.3 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 14,758 | $81.6 萬 | 0.01% | −5,769−28.1% | 減碼 |
| CWM, LLC | 14,962 | $82.2 萬 | 0.00% | −6,166−29.2% | 減碼 |
| RBF Capital, LLC | 15,000 | $82.4 萬 | 0.05% | 00.0% | 不變 |
| Toroso Investments, LLC | 15,100 | $82.9 萬 | 0.01% | +2,489+19.7% | 加碼 |
| Advisory Research Inc | 15,116 | $83.0 萬 | 0.15% | +41+0.3% | 加碼 |
| Legacy Bridge, LLC | 15,265 | $83.8 萬 | 0.47% | −12−0.1% | 減碼 |
| CCM Investment Group, LLC | 15,614 | $84.5 萬 | 0.09% | +684+4.6% | 加碼 |
| Aigen Investment Management, LP | 15,625 | $85.8 萬 | 0.14% | +15,625 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 15,950 | $87.6 萬 | 0.00% | −5,388−25.3% | 減碼 |
| NBC Securities, Inc. | 16,204 | $88.9 萬 | 0.08% | +16,189+107,926.7% | 加碼 |