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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 16,201 | $89.0 萬 | 0.08% | +16,201 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 16,328 | $89.7 萬 | 0.00% | +1,100+7.2% | 加碼 |
| Vestcor Inc | 16,342 | $89.7 萬 | 0.03% | +8,338+104.2% | 加碼 |
| JustInvest LLC | 16,601 | $91.2 萬 | 0.01% | −232−1.4% | 減碼 |
| Ifrah Financial Services, Inc. | 16,682 | $91.6 萬 | 0.26% | −1,046−5.9% | 減碼 |
| Quantessence Capital LLC | 16,700 | $91.7 萬 | 0.23% | +16,700 | 新進 |
| Rockland Trust Co | 16,866 | $92.6 萬 | 0.05% | 00.0% | 不變 |
| Ascent Group, LLC | 16,901 | $92.8 萬 | 0.04% | +920+5.8% | 加碼 |
| Farther Finance Advisors, LLC | 16,543 | $93.2 萬 | 0.02% | +3,388+25.8% | 加碼 |
| HighTower Advisors, LLC | 17,041 | $93.6 萬 | 0.00% | −2,143−11.2% | 減碼 |
| Baird Financial Group, Inc. | 17,219 | $94.5 萬 | 0.00% | +120+0.7% | 加碼 |
| Kessler Investment Group, LLC | 17,245 | $94.7 萬 | 0.46% | −1,082−5.9% | 減碼 |
| Jefferies Financial Group Inc. | 17,499 | $96.1 萬 | 0.02% | +12,741+267.8% | 加碼 |
| MSH Capital Advisors LLC | 17,767 | $97.6 萬 | 0.30% | +230+1.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,942 | $98.5 萬 | 0.00% | +17,942 | 新進 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $98.8 萬 | 0.13% | 00.0% | 不變 |
| Xponance, Inc. | 18,050 | $99.1 萬 | 0.01% | −1,605−8.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,431 | $101.2 萬 | 0.00% | −1,765−8.7% | 減碼 |
| Wealthfront Advisers LLC | 18,505 | $101.6 萬 | 0.00% | −779−4.0% | 減碼 |
| Ethic Inc. | 18,249 | $102.8 萬 | 0.02% | +4,253+30.4% | 加碼 |
| XTX Topco Ltd | 18,916 | $103.9 萬 | 0.05% | +18,916 | 新進 |
| Colony Group, LLC | 19,180 | $105.3 萬 | 0.00% | −4,525−19.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 19,319 | $106.1 萬 | 0.07% | +19,319 | 新進 |
| FORA Capital, LLC | 19,568 | $107.4 萬 | 0.11% | −759−3.7% | 減碼 |
| Pictet Asset Management Holding SA | 19,827 | $108.9 萬 | 0.00% | +639+3.3% | 加碼 |
| SummitTX Capital, L.P. | 19,884 | $109.2 萬 | 0.05% | +19,884 | 新進 |
| Oak Thistle LLC | 20,023 | $109.9 萬 | 0.22% | −10,504−34.4% | 減碼 |
| Davy Global Fund Management Ltd | 20,026 | $110.0 萬 | 0.13% | 00.0% | 不變 |
| BW Gestao de Investimentos Ltda. | 20,100 | $110.4 萬 | 0.12% | 00.0% | 不變 |
| Vident Advisory, LLC | 20,139 | $110.6 萬 | 0.02% | +45+0.2% | 加碼 |
| Quantbot Technologies LP | 20,320 | $111.6 萬 | 0.04% | +20,320 | 新進 |
| Ceera Investments, LLC | 20,510 | $112.6 萬 | 0.39% | −720−3.4% | 減碼 |
| Hussman Strategic Advisors, Inc. | 21,000 | $115.3 萬 | 0.28% | 00.0% | 不變 |
| MML Investors Services, LLC | 21,144 | $116.1 萬 | 0.00% | +4,281+25.4% | 加碼 |
| Sovereign's Capital Management, LLC | 21,703 | $119.2 萬 | 0.71% | +5,777+36.3% | 加碼 |
| QRG Capital Management, Inc. | 21,869 | $120.1 萬 | 0.01% | −1,037−4.5% | 減碼 |
| Convergence Investment Partners, LLC | 21,909 | $120.3 萬 | 0.33% | −227−1.0% | 減碼 |
| Park Avenue Securities LLC | 21,985 | $120.7 萬 | 0.01% | +4,987+29.3% | 加碼 |
| CWA Asset Management Group, LLC | 22,426 | $123.1 萬 | 0.06% | +5,539+32.8% | 加碼 |
| Campbell & CO Investment Adviser LLC | 22,913 | $125.8 萬 | 0.10% | −23,625−50.8% | 減碼 |
| Lecap Asset Management Ltd | 23,179 | $127.3 萬 | 0.30% | +19,383+510.6% | 加碼 |
| Huber Capital Management LLC | 23,200 | $127.4 萬 | 0.24% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 23,233 | $127.6 萬 | 0.47% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 24,000 | $131.7 萬 | 0.48% | +3,000+14.3% | 加碼 |
| Asset Management One Co.,Ltd. | 23,987 | $131.7 萬 | 0.00% | +23,987 | 新進 |
| Entropy Technologies, LP | 23,991 | $131.7 萬 | 0.13% | +23,991 | 新進 |
| Bayesian Capital Management, LP | 24,421 | $134.1 萬 | 0.22% | +9,994+69.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 24,554 | $134.8 萬 | 0.01% | +24,554 | 新進 |
| Credit Agricole S A | 24,915 | $136.8 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 24,963 | $137.1 萬 | 0.00% | +14,917+148.5% | 加碼 |
| Measured Wealth Private Client Group, LLC | 25,277 | $138.8 萬 | 0.45% | +2,886+12.9% | 加碼 |
| CSS LLC | 25,812 | $141.7 萬 | 0.10% | −1,326−4.9% | 減碼 |
| Russell Investments Group, Ltd. | 25,922 | $142.3 萬 | 0.00% | +12,253+89.6% | 加碼 |
| Pinebridge Investments, L.P. | 26,156 | $143.6 萬 | 0.01% | −17,974−40.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 26,336 | $144.6 萬 | 0.05% | −1,114−4.1% | 減碼 |
| Mackenzie Financial Corp | 26,557 | $145.8 萬 | 0.00% | −31,996−54.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 27,224 | $149.5 萬 | 0.03% | −700−2.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 27,435 | $150.6 萬 | 0.03% | +14,622+114.1% | 加碼 |
| Kestra Advisory Services, LLC | 27,561 | $151.3 萬 | 0.01% | +1,910+7.4% | 加碼 |
| New Mexico Educational Retirement Board | 27,800 | $152.6 萬 | 0.05% | −3,300−10.6% | 減碼 |
| CBOE Vest Financial, LLC | 27,882 | $153.1 萬 | 0.02% | +27,882 | 新進 |
| Bank of Montreal | 28,019 | $153.9 萬 | 0.00% | −228−0.8% | 減碼 |
| Nebula Research & Development LLC | 28,260 | $155.2 萬 | 0.14% | +16,681+144.1% | 加碼 |
| Martingale Asset Management L P | 28,623 | $157.2 萬 | 0.04% | −602−2.1% | 減碼 |
| New Age Alpha Advisors, LLC | 29,064 | $159.6 萬 | 0.07% | −2,047−6.6% | 減碼 |
| Kennondale Capital Management LLC | 29,286 | $160.8 萬 | 1.75% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 29,761 | $163.4 萬 | 0.03% | −697−2.3% | 減碼 |
| Linden Thomas Advisory Services, LLC | 30,409 | $167.0 萬 | 0.22% | +25+0.1% | 加碼 |
| F/M Investments LLC | 30,650 | $168.3 萬 | 0.07% | −1,432−4.5% | 減碼 |
| Thrivent Financial for Lutherans | 31,382 | $172.3 萬 | 0.00% | −864−2.7% | 減碼 |
| Natixis Advisors, L.P. | 31,414 | $172.5 萬 | 0.00% | +5,533+21.4% | 加碼 |
| Pathstone Holdings, LLC | 31,554 | $173.7 萬 | 0.01% | +127+0.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,995 | $175.7 萬 | 0.01% | +1,728+5.7% | 加碼 |
| Omers Administration Corp | 32,036 | $175.9 萬 | 0.02% | +5,436+20.4% | 加碼 |
| State of Michigan Retirement System | 32,068 | $176.1 萬 | 0.01% | −400−1.2% | 減碼 |
| Mercer Global Advisors Inc | 32,140 | $176.5 萬 | 0.00% | −1,339−4.0% | 減碼 |
| Ritholtz Wealth Management | 32,605 | $179.0 萬 | 0.05% | +410+1.3% | 加碼 |
| South Dakota Investment Council | 32,862 | $180.4 萬 | 0.04% | −500−1.5% | 減碼 |
| Aquatic Capital Management LLC | 33,403 | $183.4 萬 | 0.05% | +33,403 | 新進 |
| Bridgefront Capital, LLC | 33,657 | $184.8 萬 | 0.53% | +33,657 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 34,156 | $187.6 萬 | 0.08% | −33,036−49.2% | 減碼 |
| GWM Advisors LLC | 34,470 | $189.3 萬 | 0.01% | −2,115−5.8% | 減碼 |
| Handelsbanken Fonder AB | 35,700 | $196.0 萬 | 0.01% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,070 | $198.1 萬 | 0.01% | −220−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 37,204 | $204.3 萬 | 0.00% | +1,198+3.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 37,265 | $204.6 萬 | 0.04% | +37,265 | 新進 |
| Cunning Capital Partners, LP | 37,360 | $205.1 萬 | 1.31% | −215−0.6% | 減碼 |
| Louisiana State Employees Retirement System | 37,500 | $205.9 萬 | 0.04% | −500−1.3% | 減碼 |
| Caxton Associates LLP | 37,972 | $208.5 萬 | 0.07% | +37,972 | 新進 |
| Virginia Retirement Systems Et Al | 38,800 | $213.1 萬 | 0.02% | +38,800 | 新進 |
| Teacher Retirement System of Texas | 38,903 | $213.6 萬 | 0.01% | −86,437−69.0% | 減碼 |
| M&T Bank Corp | 39,020 | $214.2 萬 | 0.01% | −883−2.2% | 減碼 |
| Arizona State Retirement System | 39,311 | $215.9 萬 | 0.01% | −1,201−3.0% | 減碼 |
| LGT Group Foundation | 39,321 | $215.9 萬 | 0.03% | +14,713+59.8% | 加碼 |
| Andra AP-fonden | 39,807 | $218.6 萬 | 0.04% | +39,807 | 新進 |
| Citigroup Inc | 40,703 | $223.5 萬 | 0.00% | −27,207−40.1% | 減碼 |
| Human Investing LLC | 40,947 | $224.8 萬 | 0.40% | −992−2.4% | 減碼 |
| Quantinno Capital Management LP | 41,460 | $227.7 萬 | 0.01% | −3,385−7.5% | 減碼 |
| Alberta Investment Management Corp | 42,100 | $231.2 萬 | 0.02% | −47,900−53.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 43,368 | $238.1 萬 | 0.02% | +35,056+421.8% | 加碼 |