H&R Block Inc
HRB- 交易所
- NYSE
- 產業
- Services-Personal Services
- SEC CIK
- 0000012659
近 90 天，H&R Block Inc 內部人申報 0 筆公開市場買進、1 筆賣出；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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 28,623 | $157.2 萬 | 0.04% | −602−2.1% | 減碼 |
| Nebula Research & Development LLC | 28,260 | $155.2 萬 | 0.14% | +16,681+144.1% | 加碼 |
| Bank of Montreal | 28,019 | $153.9 萬 | 0.00% | −228−0.8% | 減碼 |
| CBOE Vest Financial, LLC | 27,882 | $153.1 萬 | 0.02% | +27,882 | 新進 |
| New Mexico Educational Retirement Board | 27,800 | $152.6 萬 | 0.05% | −3,300−10.6% | 減碼 |
| Kestra Advisory Services, LLC | 27,561 | $151.3 萬 | 0.01% | +1,910+7.4% | 加碼 |
| Elo Mutual Pension Insurance Co | 27,435 | $150.6 萬 | 0.03% | +14,622+114.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 27,224 | $149.5 萬 | 0.03% | −700−2.5% | 減碼 |
| Mackenzie Financial Corp | 26,557 | $145.8 萬 | 0.00% | −31,996−54.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 26,336 | $144.6 萬 | 0.05% | −1,114−4.1% | 減碼 |
| Pinebridge Investments, L.P. | 26,156 | $143.6 萬 | 0.01% | −17,974−40.7% | 減碼 |
| Russell Investments Group, Ltd. | 25,922 | $142.3 萬 | 0.00% | +12,253+89.6% | 加碼 |
| CSS LLC | 25,812 | $141.7 萬 | 0.10% | −1,326−4.9% | 減碼 |
| Measured Wealth Private Client Group, LLC | 25,277 | $138.8 萬 | 0.45% | +2,886+12.9% | 加碼 |
| Advisor Group Holdings, Inc. | 24,963 | $137.1 萬 | 0.00% | +14,917+148.5% | 加碼 |
| Credit Agricole S A | 24,915 | $136.8 萬 | 0.01% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 24,554 | $134.8 萬 | 0.01% | +24,554 | 新進 |
| Bayesian Capital Management, LP | 24,421 | $134.1 萬 | 0.22% | +9,994+69.3% | 加碼 |
| Entropy Technologies, LP | 23,991 | $131.7 萬 | 0.13% | +23,991 | 新進 |
| Asset Management One Co.,Ltd. | 23,987 | $131.7 萬 | 0.00% | +23,987 | 新進 |
| Chase Investment Counsel Corp | 24,000 | $131.7 萬 | 0.48% | +3,000+14.3% | 加碼 |
| Argyle Capital Management Inc. | 23,233 | $127.6 萬 | 0.47% | 00.0% | 不變 |
| Huber Capital Management LLC | 23,200 | $127.4 萬 | 0.24% | 00.0% | 不變 |
| Lecap Asset Management Ltd | 23,179 | $127.3 萬 | 0.30% | +19,383+510.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 22,913 | $125.8 萬 | 0.10% | −23,625−50.8% | 減碼 |
| CWA Asset Management Group, LLC | 22,426 | $123.1 萬 | 0.06% | +5,539+32.8% | 加碼 |
| Park Avenue Securities LLC | 21,985 | $120.7 萬 | 0.01% | +4,987+29.3% | 加碼 |
| Convergence Investment Partners, LLC | 21,909 | $120.3 萬 | 0.33% | −227−1.0% | 減碼 |
| QRG Capital Management, Inc. | 21,869 | $120.1 萬 | 0.01% | −1,037−4.5% | 減碼 |
| Sovereign's Capital Management, LLC | 21,703 | $119.2 萬 | 0.71% | +5,777+36.3% | 加碼 |
| MML Investors Services, LLC | 21,144 | $116.1 萬 | 0.00% | +4,281+25.4% | 加碼 |
| Hussman Strategic Advisors, Inc. | 21,000 | $115.3 萬 | 0.28% | 00.0% | 不變 |
| Ceera Investments, LLC | 20,510 | $112.6 萬 | 0.39% | −720−3.4% | 減碼 |
| Quantbot Technologies LP | 20,320 | $111.6 萬 | 0.04% | +20,320 | 新進 |
| Vident Advisory, LLC | 20,139 | $110.6 萬 | 0.02% | +45+0.2% | 加碼 |
| BW Gestao de Investimentos Ltda. | 20,100 | $110.4 萬 | 0.12% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 20,026 | $110.0 萬 | 0.13% | 00.0% | 不變 |
| Oak Thistle LLC | 20,023 | $109.9 萬 | 0.22% | −10,504−34.4% | 減碼 |
| SummitTX Capital, L.P. | 19,884 | $109.2 萬 | 0.05% | +19,884 | 新進 |
| Pictet Asset Management Holding SA | 19,827 | $108.9 萬 | 0.00% | +639+3.3% | 加碼 |
| FORA Capital, LLC | 19,568 | $107.4 萬 | 0.11% | −759−3.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 19,319 | $106.1 萬 | 0.07% | +19,319 | 新進 |
| Colony Group, LLC | 19,180 | $105.3 萬 | 0.00% | −4,525−19.1% | 減碼 |
| XTX Topco Ltd | 18,916 | $103.9 萬 | 0.05% | +18,916 | 新進 |
| Ethic Inc. | 18,249 | $102.8 萬 | 0.02% | +4,253+30.4% | 加碼 |
| Wealthfront Advisers LLC | 18,505 | $101.6 萬 | 0.00% | −779−4.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,431 | $101.2 萬 | 0.00% | −1,765−8.7% | 減碼 |
| Xponance, Inc. | 18,050 | $99.1 萬 | 0.01% | −1,605−8.2% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $98.8 萬 | 0.13% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,942 | $98.5 萬 | 0.00% | +17,942 | 新進 |
| MSH Capital Advisors LLC | 17,767 | $97.6 萬 | 0.30% | +230+1.3% | 加碼 |
| Jefferies Financial Group Inc. | 17,499 | $96.1 萬 | 0.02% | +12,741+267.8% | 加碼 |
| Kessler Investment Group, LLC | 17,245 | $94.7 萬 | 0.46% | −1,082−5.9% | 減碼 |
| Baird Financial Group, Inc. | 17,219 | $94.5 萬 | 0.00% | +120+0.7% | 加碼 |
| HighTower Advisors, LLC | 17,041 | $93.6 萬 | 0.00% | −2,143−11.2% | 減碼 |
| Farther Finance Advisors, LLC | 16,543 | $93.2 萬 | 0.02% | +3,388+25.8% | 加碼 |
| Ascent Group, LLC | 16,901 | $92.8 萬 | 0.04% | +920+5.8% | 加碼 |
| Rockland Trust Co | 16,866 | $92.6 萬 | 0.05% | 00.0% | 不變 |
| Quantessence Capital LLC | 16,700 | $91.7 萬 | 0.23% | +16,700 | 新進 |
| Ifrah Financial Services, Inc. | 16,682 | $91.6 萬 | 0.26% | −1,046−5.9% | 減碼 |
| JustInvest LLC | 16,601 | $91.2 萬 | 0.01% | −232−1.4% | 減碼 |
| 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 |
| Gsa Capital Partners LLP | 16,201 | $89.0 萬 | 0.08% | +16,201 | 新進 |
| NBC Securities, Inc. | 16,204 | $88.9 萬 | 0.08% | +16,189+107,926.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 15,950 | $87.6 萬 | 0.00% | −5,388−25.3% | 減碼 |
| Aigen Investment Management, LP | 15,625 | $85.8 萬 | 0.14% | +15,625 | 新進 |
| CCM Investment Group, LLC | 15,614 | $84.5 萬 | 0.09% | +684+4.6% | 加碼 |
| Legacy Bridge, LLC | 15,265 | $83.8 萬 | 0.47% | −12−0.1% | 減碼 |
| Advisory Research Inc | 15,116 | $83.0 萬 | 0.15% | +41+0.3% | 加碼 |
| Toroso Investments, LLC | 15,100 | $82.9 萬 | 0.01% | +2,489+19.7% | 加碼 |
| RBF Capital, LLC | 15,000 | $82.4 萬 | 0.05% | 00.0% | 不變 |
| CWM, LLC | 14,962 | $82.2 萬 | 0.00% | −6,166−29.2% | 減碼 |
| RSM US Wealth Management LLC | 14,758 | $81.6 萬 | 0.01% | −5,769−28.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 14,802 | $81.3 萬 | 0.00% | 00.0% | 不變 |
| Range Financial Group LLC | 14,587 | $80.1 萬 | 0.36% | −58−0.4% | 減碼 |
| New York Life Investment Management LLC | 14,545 | $79.9 萬 | 0.01% | −94−0.6% | 減碼 |
| Claret Asset Management Corp | – | $79.8 萬 | 0.12% | – | 新進 |
| SG Americas Securities, LLC | 14,514 | $79.7 萬 | 0.00% | +8,482+140.6% | 加碼 |
| Bokf, NA | 14,287 | $78.4 萬 | 0.01% | +1,456+11.3% | 加碼 |
| FIL Ltd | 13,709 | $75.3 萬 | 0.00% | +41+0.3% | 加碼 |
| Jones Financial Companies LLLP | 13,067 | $71.4 萬 | 0.00% | +2,044+18.5% | 加碼 |
| Hancock Whitney Corp | 12,954 | $71.1 萬 | 0.02% | +1,010+8.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,808 | $69.3 萬 | 0.01% | +14+0.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 12,500 | $68.6 萬 | 0.09% | +2,327+22.9% | 加碼 |
| Affinity Wealth Management LLC | 12,337 | $67.7 萬 | 0.13% | +1,999+19.3% | 加碼 |
| US Bancorp | 12,282 | $67.4 萬 | 0.00% | −76−0.6% | 減碼 |
| Inceptionr LLC | 12,163 | $66.8 萬 | 0.20% | −1,006−7.6% | 減碼 |
| Brown Advisory Inc | 11,942 | $65.6 萬 | 0.00% | +191+1.6% | 加碼 |
| Aviso Wealth Management | 11,917 | $65.4 萬 | 0.35% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 11,831 | $65.0 萬 | 0.07% | +11,831 | 新進 |
| Journey Strategic Wealth LLC | 11,757 | $64.6 萬 | 0.02% | +6,208+111.9% | 加碼 |
| TownSquare Capital, LLC | 11,554 | $63.4 萬 | 0.01% | −1,270−9.9% | 減碼 |
| Occudo Quantitative Strategies LP | 11,613 | $62.8 萬 | 0.08% | −4,046−25.8% | 減碼 |
| Fifth Third Bancorp | 10,864 | $59.7 萬 | 0.00% | +405+3.9% | 加碼 |
| First Citizens Bank & Trust Co | 10,862 | $59.6 萬 | 0.02% | +310+2.9% | 加碼 |
| Tudor Investment Corp Et Al | 10,792 | $59.3 萬 | 0.01% | −280,597−96.3% | 減碼 |
| TCM Advisors, LLC | – | $58.8 萬 | 0.51% | – | – |
| CWC Advisors, LLC. | 10,359 | $56.9 萬 | 0.32% | +2,507+31.9% | 加碼 |
| Qsemble Capital Management, LP | 10,283 | $56.5 萬 | 0.06% | +10,283 | 新進 |