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 |
|---|---|---|---|---|---|
| Mariner, LLC | 43,401 | $238.3 萬 | 0.00% | −8,769−16.8% | 減碼 |
| Optimist Retirement Group LLC | 44,262 | $243.0 萬 | 1.22% | +1,416+3.3% | 加碼 |
| Burney Co | 44,730 | $245.6 萬 | 0.09% | −1,856−4.0% | 減碼 |
| Verition Fund Management LLC | 44,851 | $246.3 萬 | 0.01% | −41,300−47.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 44,945 | $246.8 萬 | 0.01% | −5,928−11.7% | 減碼 |
| Yousif Capital Management, LLC | 46,127 | $253.3 萬 | 0.03% | −3,708−7.4% | 減碼 |
| Auxier Asset Management | 46,437 | $255.0 萬 | 0.38% | −260−0.6% | 減碼 |
| Ensign Peak Advisors, Inc | 46,542 | $255.6 萬 | 0.00% | −5,757−11.0% | 減碼 |
| Public Employees Retirement System of Ohio | 46,953 | $257.8 萬 | 0.01% | −3,936−7.7% | 減碼 |
| Tealwood Asset Management Inc | 47,374 | $260.1 萬 | 1.20% | +159+0.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 47,628 | $261.5 萬 | 0.02% | 00.0% | 不變 |
| Deutsche Bank AG | 47,675 | $261.8 萬 | 0.00% | +3,280+7.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 49,077 | $269.5 萬 | 0.03% | −580−1.2% | 減碼 |
| American Century Companies Inc | 49,408 | $271.3 萬 | 0.00% | −53,952−52.2% | 減碼 |
| Rockefeller Capital Management L.P. | 49,819 | $273.6 萬 | 0.01% | −2,670−5.1% | 減碼 |
| Agf Management Ltd | 50,545 | $277.5 萬 | 0.01% | +6,659+15.2% | 加碼 |
| Stifel Financial Corp | 51,981 | $285.4 萬 | 0.00% | −9,916−16.0% | 減碼 |
| Cetera Investment Advisers | 52,532 | $288.4 萬 | 0.01% | +14,934+39.7% | 加碼 |
| Rings Capital Management LLC | 53,000 | $291.0 萬 | 1.48% | 00.0% | 不變 |
| PGGM Investments | 54,159 | $297.4 萬 | 0.04% | 00.0% | 不變 |
| Kendall Capital Management | 54,750 | $300.6 萬 | 0.88% | +2,215+4.2% | 加碼 |
| Illinois Municipal Retirement Fund | 55,248 | $303.4 萬 | 0.04% | +13,447+32.2% | 加碼 |
| Aurora Investment Counsel | 55,396 | $304.2 萬 | 1.69% | −784−1.4% | 減碼 |
| State of Tennessee, Treasury Department | 55,436 | $304.4 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 55,747 | $306.1 萬 | 0.02% | +718+1.3% | 加碼 |
| Round Hill Asset Management | 56,205 | $308.6 萬 | 2.22% | −2,885−4.9% | 減碼 |
| Ontario Teachers Pension Plan Board | 58,536 | $321.4 萬 | 0.05% | +34,079+139.3% | 加碼 |
| State of Alaska, Department of Revenue | 58,683 | $322.2 萬 | 0.04% | +55+0.1% | 加碼 |
| KLP Kapitalforvaltning AS | 59,800 | $330.2 萬 | 0.02% | −100−0.2% | 減碼 |
| Nisa Investment Advisors, LLC | 60,885 | $336.9 萬 | 0.02% | −11,597−16.0% | 減碼 |
| Amalgamated Bank | 61,825 | $339.5 萬 | 0.03% | −3,896−5.9% | 減碼 |
| Alaska Permanent Fund Corp | 56,639 | $341.9 萬 | 0.05% | 00.0% | 不變 |
| HSBC Holdings PLC | 65,459 | $355.3 萬 | 0.00% | +42,478+184.8% | 加碼 |
| Janney Montgomery Scott LLC | 66,873 | $367.2 萬 | 0.01% | +93+0.1% | 加碼 |
| Mutual of America Capital Management LLC | 68,891 | $378.3 萬 | 0.04% | −3,503−4.8% | 減碼 |
| Engineers Gate Manager LP | 70,610 | $387.7 萬 | 0.07% | +70,610 | 新進 |
| O'Shaughnessy Asset Management, LLC | 73,982 | $406.2 萬 | 0.03% | +548+0.7% | 加碼 |
| TrimTabs Asset Management, LLC | 74,038 | $406.5 萬 | 0.64% | +9,527+14.8% | 加碼 |
| MetLife Investment Management | 75,526 | $414.7 萬 | 0.02% | −2,949−3.8% | 減碼 |
| Janus Henderson Group PLC | 77,156 | $417.4 萬 | 0.00% | +12,316+19.0% | 加碼 |
| Creative Planning | 81,843 | $449.4 萬 | 0.00% | +10,584+14.9% | 加碼 |
| Brandywine Global Investment Management, LLC | 82,224 | $451.5 萬 | 0.03% | −3,592−4.2% | 減碼 |
| Prudential Financial Inc | 76,042 | $456.3 萬 | 0.01% | +29,475+63.3% | 加碼 |
| Allianz Asset Management GmbH | 83,816 | $460.2 萬 | 0.01% | +5,038+6.4% | 加碼 |
| New York State Common Retirement Fund | 83,979 | $461.1 萬 | 0.01% | −6,800−7.5% | 減碼 |
| State of Wisconsin Investment Board | 85,053 | $467.0 萬 | 0.01% | −7,839−8.4% | 減碼 |
| Amundi | 86,799 | $493.7 萬 | 0.00% | −441−0.5% | 減碼 |
| Two Sigma Advisers, LP | 90,900 | $499.1 萬 | 0.01% | +90,900 | 新進 |
| Redwood Investment Management, LLC | 92,654 | $508.8 萬 | 0.55% | −9,798−9.6% | 減碼 |
| Federated Hermes, Inc. | 92,862 | $509.9 萬 | 0.01% | +2,944+3.3% | 加碼 |
| Schroder Investment Management Group | 94,349 | $510.4 萬 | 0.01% | −98,990−51.2% | 減碼 |
| Segall Bryant & Hamill, LLC | 95,000 | $521.6 萬 | 0.08% | −116−0.1% | 減碼 |
| Cerity Partners LLC | 95,441 | $524.1 萬 | 0.01% | −20,196−17.5% | 減碼 |
| Macquarie Group Ltd | 98,456 | $540.6 萬 | 0.01% | +26,865+37.5% | 加碼 |
| Ruffer LLP | 98,621 | $541.5 萬 | 0.21% | +19,074+24.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 100,601 | $566.7 萬 | 0.01% | +49,827+98.1% | 加碼 |
| Brevan Howard Capital Management LP | 103,627 | $569.0 萬 | 0.16% | +103,627 | 新進 |
| Crawford Investment Counsel Inc | 103,678 | $569.3 萬 | 0.10% | +2,261+2.2% | 加碼 |
| Comerica Bank | 104,048 | $571.3 萬 | 0.02% | −6,555−5.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 106,137 | $582.8 萬 | 0.01% | −2,836−2.6% | 減碼 |
| LPL Financial LLC | 107,190 | $588.6 萬 | 0.00% | +8,598+8.7% | 加碼 |
| Rodgers Brothers Inc. | 109,900 | $603.5 萬 | 0.80% | −800−0.7% | 減碼 |
| Treasurer of the State of North Carolina | 110,939 | $609.2 萬 | 0.02% | +1,483+1.4% | 加碼 |
| Intech Investment Management LLC | 112,109 | $615.6 萬 | 0.06% | −69,300−38.2% | 減碼 |
| Barclays PLC | 112,528 | $617.9 萬 | 0.00% | −21,011−15.7% | 減碼 |
| Great West Life Assurance Co | 112,623 | $619.2 萬 | 0.01% | −11,062−8.9% | 減碼 |
| Victory Capital Management Inc | 113,604 | $623.8 萬 | 0.01% | +38,999+52.3% | 加碼 |
| Susquehanna International Group, LLP | 113,981 | $625.9 萬 | 0.01% | +87,373+328.4% | 加碼 |
| Nordea Investment Management AB | 117,317 | $635.5 萬 | 0.01% | −1,299−1.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 118,395 | $650.1 萬 | 0.58% | +118,395 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 119,658 | $657.0 萬 | 0.02% | −9,937−7.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 126,486 | $694.5 萬 | 0.12% | +19,411+18.1% | 加碼 |
| Trexquant Investment LP | 126,891 | $696.8 萬 | 0.08% | +126,891 | 新進 |
| Storebrand Asset Management AS | 128,181 | $703.8 萬 | 0.02% | −66,000−34.0% | 減碼 |
| California State Teachers Retirement System | 128,704 | $706.7 萬 | 0.01% | −1,840−1.4% | 減碼 |
| Tectonic Advisors LLC | 132,524 | $727.7 萬 | 0.45% | +11,716+9.7% | 加碼 |
| Nuveen, LLC | 828,396 | $765.0 萬 | 0.00% | +828,396 | 新進 |
| Royce & Associates LP | 142,756 | $783.9 萬 | 0.08% | −13,300−8.5% | 減碼 |
| Sound Income Strategies, LLC | 143,325 | $787.0 萬 | 0.46% | −41,049−22.3% | 減碼 |
| Wells Fargo & Company | 147,756 | $811.3 萬 | 0.00% | +48,884+49.4% | 加碼 |
| Corebridge Financial, Inc. | 148,150 | $813.5 萬 | 0.05% | −7,244−4.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $822.8 萬 | 0.02% | 00.0% | 不變 |
| New York State Teachers Retirement System | 152,644 | $838.2 萬 | 0.02% | −12,836−7.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 160,693 | $882.4 萬 | 0.02% | −7,490−4.5% | 減碼 |
| CI Private Wealth, LLC | 166,627 | $915.0 萬 | 0.01% | +8,228+5.2% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,118 | $934.1 萬 | 0.02% | −29,802−14.9% | 減碼 |
| Financial Counselors Inc | 177,709 | $975.8 萬 | 0.15% | −5,714−3.1% | 減碼 |
| Alliancebernstein L.P. | 190,110 | $1,044 萬 | 0.00% | −5,881−3.0% | 減碼 |
| Edgestream Partners, L.P. | 193,568 | $1,063 萬 | 0.36% | +193,568 | 新進 |
| Ibex Wealth Advisors | 194,888 | $1,070 萬 | 1.42% | +1,280+0.7% | 加碼 |
| Raymond James Financial Inc | 201,432 | $1,106 萬 | 0.00% | −1,541−0.8% | 減碼 |
| Capital Fund Management S.A. | 204,143 | $1,121 萬 | 0.14% | +171,798+531.1% | 加碼 |
| New Vernon Capital Holdings II LLC | 621,252 | $1,131 萬 | 0.27% | +609,938+5,391.0% | 加碼 |
| Cambria Investment Management, L.P. | 206,648 | $1,135 萬 | 0.79% | −21,021−9.2% | 減碼 |
| Empowered Funds, LLC | 227,934 | $1,252 萬 | 0.18% | +27,542+13.7% | 加碼 |
| Two Sigma Investments, LP | 263,641 | $1,448 萬 | 0.03% | +227,189+623.3% | 加碼 |
| Swiss National Bank | 265,500 | $1,458 萬 | 0.01% | −9,000−3.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 273,121 | $1,500 萬 | 0.05% | +110,288+67.7% | 加碼 |
| Legal & General Group Plc | 287,253 | $1,577 萬 | 0.00% | +3,610+1.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 293,294 | $1,610 萬 | 0.03% | −179,818−38.0% | 減碼 |