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 2 季 13F 持有人
H&R Block Inc 在 2025/6/30 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
- 563
- 較 2025 年第 1 季 +3 家
- 持有股數
- 1.24 億
- 較 2025 年第 1 季 −489.3 萬 (−3.8%)
- 總市值
- $67.9 億
- 較 2025 年第 1 季 −$2.11 億 (−3.0%)
- 新進機構
- 63
- 另有 196 家加碼
- 清倉機構
- 60
- 另有 208 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,128,502 | $8.85 億 | 0.02% | +205,488+1.3% | 加碼 |
| FMR LLC | 13,850,032 | $7.60 億 | 0.04% | −844,792−5.7% | 減碼 |
| Vanguard Group Inc | 13,842,573 | $7.60 億 | 0.01% | −326,413−2.3% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,432,672 | $2.43 億 | 0.89% | −193,495−4.2% | 減碼 |
| State Street Corp | 4,221,017 | $2.33 億 | 0.01% | −255,824−5.7% | 減碼 |
| Boston Partners | 3,233,854 | $1.78 億 | 0.20% | −534,058−14.2% | 減碼 |
| Lazard Asset Management LLC | 3,186,469 | $1.75 億 | 0.24% | −543,838−14.6% | 減碼 |
| Geode Capital Management, LLC | 2,849,655 | $1.56 億 | 0.01% | +150,184+5.6% | 加碼 |
| Northern Trust Corp | 2,480,832 | $1.36 億 | 0.02% | −127,664−4.9% | 減碼 |
| Dimensional Fund Advisors LP | 2,260,257 | $1.24 億 | 0.03% | −22,195−1.0% | 減碼 |
| Wellington Management Group LLP | 2,252,526 | $1.24 億 | 0.02% | +110,538+5.2% | 加碼 |
| Morgan Stanley | 2,054,586 | $1.13 億 | 0.01% | −95,426−4.4% | 減碼 |
| Citadel Advisors LLC | 1,834,417 | $1.01 億 | 0.09% | +1,195,527+187.1% | 加碼 |
| Norges Bank | 1,782,215 | $9,783 萬 | 0.01% | +662,800+59.2% | 加碼 |
| Qube Research & Technologies Ltd | 1,750,760 | $9,610 萬 | 0.13% | +312,776+21.8% | 加碼 |
| Charles Schwab Investment Management Inc | 1,635,983 | $8,980 萬 | 0.02% | −52,768−3.1% | 減碼 |
| Bank of New York Mellon Corp | 1,630,953 | $8,952 萬 | 0.02% | −26,235−1.6% | 減碼 |
| AQR Capital Management LLC | 1,617,221 | $8,851 萬 | 0.07% | −171,819−9.6% | 減碼 |
| LSV Asset Management | 1,609,281 | $8,833 萬 | 0.21% | −58,371−3.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,598,656 | $8,775 萬 | 0.06% | +83,103+5.5% | 加碼 |
| Goldman Sachs Group Inc | 1,548,538 | $8,500 萬 | 0.01% | +700,006+82.5% | 加碼 |
| Royal Bank of Canada | 1,503,106 | $8,251 萬 | 0.02% | +258,248+20.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,134,593 | $6,228 萬 | 0.06% | +172,575+17.9% | 加碼 |
| Marshall Wace, LLP | 1,091,626 | $5,992 萬 | 0.07% | +215,472+24.6% | 加碼 |
| Bank of America Corp | 1,012,087 | $5,555 萬 | 0.00% | −205,727−16.9% | 減碼 |
| Price T Rowe Associates Inc | 986,597 | $5,416 萬 | 0.01% | +9,800+1.0% | 加碼 |
| NewEdge Wealth, LLC | 954,198 | $5,262 萬 | 0.82% | −56,248−5.6% | 減碼 |
| Boston Trust Walden Corp | 864,851 | $4,747 萬 | 0.34% | +129,094+17.5% | 加碼 |
| Voloridge Investment Management, LLC | 863,653 | $4,741 萬 | 0.17% | +255,900+42.1% | 加碼 |
| Truist Financial Corp | 813,898 | $4,467 萬 | 0.07% | +46,529+6.1% | 加碼 |
| UBS Group AG | 756,546 | $4,153 萬 | 0.01% | +16,991+2.3% | 加碼 |
| First Trust Advisors LP | 741,385 | $4,069 萬 | 0.03% | +84,972+12.9% | 加碼 |
| JPMorgan Chase & Co | 739,127 | $4,057 萬 | 0.00% | −204,279−21.7% | 減碼 |
| Wedge Capital Management L L P | 737,997 | $4,051 萬 | 0.72% | −44,951−5.7% | 減碼 |
| Pacer Advisors, Inc. | 663,507 | $3,642 萬 | 0.09% | −371,895−35.9% | 減碼 |
| Bridgewater Associates, LP | 632,818 | $3,474 萬 | 0.14% | +108,375+20.7% | 加碼 |
| Envestnet Asset Management Inc | 615,826 | $3,380 萬 | 0.01% | −87,846−12.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 603,884 | $3,315 萬 | 0.03% | −20,114−3.2% | 減碼 |
| Miller Howard Investments Inc | 561,218 | $3,081 萬 | 0.98% | +7,058+1.3% | 加碼 |
| Nuveen, LLC | 512,763 | $2,815 萬 | 0.01% | −315,633−38.1% | 減碼 |
| Barclays PLC | 497,311 | $2,730 萬 | 0.01% | +384,783+341.9% | 加碼 |
| Prevatt Capital Ltd | 460,000 | $2,525 萬 | 8.74% | 00.0% | 不變 |
| Jane Street Group, LLC | 456,917 | $2,508 萬 | 0.04% | −191,156−29.5% | 減碼 |
| California Public Employees Retirement System | 432,911 | $2,376 萬 | 0.02% | −91,854−17.5% | 減碼 |
| SEI Investments Co | 403,876 | $2,217 萬 | 0.03% | +23,503+6.2% | 加碼 |
| Rhumbline Advisers | 397,828 | $2,184 萬 | 0.02% | −8,289−2.0% | 減碼 |
| Invesco Ltd. | 383,733 | $2,106 萬 | 0.00% | −35,270−8.4% | 減碼 |
| Retirement Systems of Alabama | 381,020 | $2,091 萬 | 0.07% | +722+0.2% | 加碼 |
| Acadian Asset Management LLC | 377,756 | $2,072 萬 | 0.04% | +377,756 | 新進 |
| Man Group plc | 359,462 | $1,973 萬 | 0.04% | −134,040−27.2% | 減碼 |
| Voya Investment Management LLC | 349,625 | $1,919 萬 | 0.02% | +40,235+13.0% | 加碼 |
| Janus Henderson Group PLC | 349,276 | $1,917 萬 | 0.01% | +272,120+352.7% | 加碼 |
| Swedbank AB | 346,150 | $1,900 萬 | 0.02% | +346,150 | 新進 |
| Millennium Management LLC | 342,857 | $1,882 萬 | 0.02% | −685,122−66.6% | 減碼 |
| Alps Advisors Inc | 310,425 | $1,704 萬 | 0.10% | −2,887−0.9% | 減碼 |
| Moran Wealth Management, LLC | 309,526 | $1,699 萬 | 0.53% | −871−0.3% | 減碼 |
| Principal Financial Group Inc | 303,909 | $1,668 萬 | 0.01% | −4,750−1.5% | 減碼 |
| Legal & General Group Plc | 286,537 | $1,573 萬 | 0.00% | −716−0.2% | 減碼 |
| Liontrust Investment Partners LLP | 276,776 | $1,519 萬 | 0.22% | −43,991−13.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 266,674 | $1,464 萬 | 0.16% | +266,674 | 新進 |
| American Century Companies Inc | 259,445 | $1,424 萬 | 0.01% | +210,037+425.1% | 加碼 |
| Swiss National Bank | 255,700 | $1,404 萬 | 0.01% | −9,800−3.7% | 減碼 |
| Tudor Investment Corp Et Al | 224,369 | $1,232 萬 | 0.09% | +213,577+1,979.0% | 加碼 |
| Federated Hermes, Inc. | 213,993 | $1,175 萬 | 0.02% | +121,131+130.4% | 加碼 |
| Ibex Wealth Advisors | 201,325 | $1,105 萬 | 1.18% | +6,437+3.3% | 加碼 |
| Canada Pension Plan Investment Board | 200,800 | $1,102 萬 | 0.01% | +199,100+11,711.8% | 加碼 |
| Treasurer of the State of North Carolina | 200,058 | $1,098 萬 | 0.04% | +89,119+80.3% | 加碼 |
| Ameriprise Financial Inc | 195,528 | $1,073 萬 | 0.00% | −132,796−40.4% | 減碼 |
| Alliancebernstein L.P. | 186,691 | $1,025 萬 | 0.00% | −3,419−1.8% | 減碼 |
| Cambria Investment Management, L.P. | 185,603 | $1,019 萬 | 0.69% | −21,045−10.2% | 減碼 |
| Midwest Trust Co | 176,320 | $967.8 萬 | 0.13% | +176,320 | 新進 |
| Raymond James Financial Inc | 176,204 | $967.2 萬 | 0.00% | −25,228−12.5% | 減碼 |
| UBS Asset Management Americas Inc | 172,098 | $944.6 萬 | 0.00% | −704,282−80.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,175 | $934.1 萬 | 0.02% | +570.0% | 加碼 |
| CI Private Wealth, LLC | 166,168 | $912.1 萬 | 0.01% | −459−0.3% | 減碼 |
| HSBC Holdings PLC | 164,564 | $896.3 萬 | 0.01% | +99,105+151.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 161,153 | $884.6 萬 | 0.02% | +460+0.3% | 加碼 |
| Two Sigma Investments, LP | 153,225 | $841.1 萬 | 0.02% | −110,416−41.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $839.5 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 152,800 | $838.7 萬 | 0.02% | +61,900+68.1% | 加碼 |
| New York State Teachers Retirement System | 151,679 | $832.6 萬 | 0.02% | −965−0.6% | 減碼 |
| Point72 Asset Management, L.P. | 149,900 | $822.8 萬 | 0.02% | +149,900 | 新進 |
| Bank of Montreal | 147,921 | $811.9 萬 | 0.00% | +119,902+427.9% | 加碼 |
| Balyasny Asset Management LLC | 147,826 | $811.4 萬 | 0.02% | −1,139,070−88.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 144,653 | $794.0 萬 | 0.62% | +26,258+22.2% | 加碼 |
| Tectonic Advisors LLC | 144,047 | $790.7 萬 | 0.46% | +11,523+8.7% | 加碼 |
| California State Teachers Retirement System | 128,301 | $704.2 萬 | 0.01% | −403−0.3% | 減碼 |
| Ruffer LLP | 125,597 | $689.4 萬 | 0.30% | +26,976+27.4% | 加碼 |
| Franklin Resources Inc | 124,572 | $683.8 萬 | 0.00% | −191,271−60.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 121,071 | $664.6 萬 | 0.11% | −5,415−4.3% | 減碼 |
| Nordea Investment Management AB | 116,020 | $630.5 萬 | 0.01% | −1,297−1.1% | 減碼 |
| Russell Investments Group, Ltd. | 113,705 | $622.8 萬 | 0.01% | +87,783+338.6% | 加碼 |
| Capital Fund Management S.A. | 112,516 | $617.6 萬 | 0.07% | −91,627−44.9% | 減碼 |
| Engineers Gate Manager LP | 111,331 | $611.1 萬 | 0.08% | +40,721+57.7% | 加碼 |
| Twinbeech Capital LP | 108,591 | $596.1 萬 | 0.14% | +108,591 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 108,500 | $595.6 萬 | 0.03% | −189,000−63.5% | 減碼 |
| Prudential Financial Inc | 99,666 | $594.8 萬 | 0.01% | +23,624+31.1% | 加碼 |
| Storebrand Asset Management AS | 108,181 | $593.8 萬 | 0.02% | −20,000−15.6% | 減碼 |
| Great West Life Assurance Co | 107,640 | $591.3 萬 | 0.01% | −4,983−4.4% | 減碼 |
| Mackenzie Financial Corp | 106,993 | $587.3 萬 | 0.01% | +80,436+302.9% | 加碼 |