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 |
|---|---|---|---|---|---|
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 657 | $3.61 萬 | 0.06% | +657 | 新進 |
| NVWM, LLC | 676 | $3.71 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 717 | $3.90 萬 | 0.00% | +56+8.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 711 | $3.90 萬 | 0.00% | +357+100.8% | 加碼 |
| Valley National Advisers Inc | 800 | $4.30 萬 | 0.01% | 00.0% | 不變 |
| Archer Investment Corp | 800 | $4.39 萬 | 0.01% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 820 | $4.50 萬 | 0.00% | −25−3.0% | 減碼 |
| Versant Capital Management, Inc | 821 | $4.51 萬 | 0.01% | +36+4.6% | 加碼 |
| Nomura Asset Management Co Ltd | 830 | $4.56 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 866 | $4.75 萬 | 0.00% | +200+30.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 914 | $5.02 萬 | 0.00% | +497+119.2% | 加碼 |
| Principal Securities, Inc. | 937 | $5.14 萬 | 0.00% | −8,167−89.7% | 減碼 |
| Employees Retirement System of Texas | 1,000 | $5.50 萬 | 0.00% | +1,000 | 新進 |
| Danske Bank A/S | 1,018 | $5.59 萬 | 0.00% | +818+409.0% | 加碼 |
| Assetmark, Inc | 1,071 | $5.88 萬 | 0.00% | +255+31.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,082 | $5.94 萬 | 0.00% | +69+6.8% | 加碼 |
| Covestor Ltd | 1,113 | $6.10 萬 | 0.04% | −243−17.9% | 減碼 |
| HM Payson & Co | 1,150 | $6.31 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,226 | $6.71 萬 | 0.01% | +513+71.9% | 加碼 |
| Skopos Labs, Inc. | 1,257 | $6.90 萬 | 0.01% | +744+145.0% | 加碼 |
| Salem Investment Counselors Inc | 1,314 | $7.26 萬 | 0.00% | −144−9.9% | 減碼 |
| Geneos Wealth Management Inc. | 1,346 | $7.39 萬 | 0.00% | −360−21.1% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,343 | $7.40 萬 | 0.00% | +1,343 | 新進 |
| Huntington National Bank | 1,359 | $7.46 萬 | 0.00% | +327+31.7% | 加碼 |
| Richardson Financial Services Inc. | 1,345 | $7.50 萬 | 0.05% | −121−8.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 1,409 | $7.70 萬 | 0.00% | +805+133.3% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,470 | $8.07 萬 | 0.03% | −800−35.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,491 | $8.18 萬 | 0.00% | +470+46.0% | 加碼 |
| Parallel Advisors, LLC | 1,526 | $8.38 萬 | 0.00% | +134+9.6% | 加碼 |
| Bryn Mawr Trust Co | 1,536 | $8.43 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,660 | $9.11 萬 | 0.00% | 00.0% | 不變 |
| Glenmede Investment Management, LP | 1,769 | $9.71 萬 | 0.00% | +1,769 | 新進 |
| Global Retirement Partners, LLC | 1,917 | $10.5 萬 | 0.00% | +1,917 | 新進 |
| North Star Investment Management Corp. | 1,982 | $10.9 萬 | 0.01% | +1+0.1% | 加碼 |
| Independence Bank of Kentucky | 2,000 | $11.0 萬 | 0.02% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,160 | $11.9 萬 | 0.01% | +652+43.2% | 加碼 |
| Bessemer Group Inc | 2,236 | $12.3 萬 | 0.00% | +8+0.4% | 加碼 |
| State of Wyoming | 2,250 | $12.4 萬 | 0.02% | +2,234+13,962.5% | 加碼 |
| Private Trust Co NA | 2,283 | $12.5 萬 | 0.01% | −143−5.9% | 減碼 |
| Center for Financial Planning, Inc. | 2,303 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| Clear Street Markets LLC | 2,358 | $12.9 萬 | 0.05% | +2,358 | 新進 |
| Ci Investments Inc. | 2,371 | $13.0 萬 | 0.00% | −717−23.2% | 減碼 |
| Medallion Wealth Advisors, LLC | 2,400 | $13.4 萬 | 0.05% | +2,400 | 新進 |
| SRS Capital Advisors, Inc. | 2,537 | $14.0 萬 | 0.01% | −47−1.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 2,745 | $15.0 萬 | 0.00% | +554+25.3% | 加碼 |
| EMC Capital Management | 2,917 | $16.0 萬 | 0.09% | −2,595−47.1% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,955 | $16.2 萬 | 0.01% | +2,955 | 新進 |
| STRS Ohio | 3,169 | $17.4 萬 | 0.00% | +3,169 | 新進 |
| KBC Group NV | 3,387 | $18.6 萬 | 0.00% | −2,393−41.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,487 | $19.1 萬 | 0.00% | +84+2.5% | 加碼 |
| Paladin Advisory Group, LLC | 3,584 | $19.7 萬 | 0.15% | 00.0% | 不變 |
| Keybank National Association | 3,685 | $20.2 萬 | 0.00% | −530−12.6% | 減碼 |
| Advisors Asset Management, Inc. | 3,789 | $20.8 萬 | 0.00% | −112−2.9% | 減碼 |
| Eagle Bay Advisors LLC | 3,779 | $20.9 萬 | 0.17% | +2+0.1% | 加碼 |
| Next Level Private LLC | 3,832 | $21.0 萬 | 0.07% | +26+0.7% | 加碼 |
| Cahill Financial Advisors Inc | 3,854 | $21.2 萬 | 0.03% | −916−19.2% | 減碼 |
| Brown Capital Management LLC | 3,915 | $21.5 萬 | 0.01% | −274−6.5% | 減碼 |
| AlphaStar Capital Management, LLC | 3,945 | $21.7 萬 | 0.02% | +3,945 | 新進 |
| EP Wealth Advisors, LLC | 3,982 | $21.9 萬 | 0.00% | −627−13.6% | 減碼 |
| Csenge Advisory Group | 3,854 | $21.9 萬 | 0.01% | −1,959−33.7% | 減碼 |
| Corient IA LLC | 4,000 | $22.0 萬 | 0.13% | 00.0% | 不變 |
| Belmont Capital, LLC | 4,000 | $22.0 萬 | 0.03% | 00.0% | 不變 |
| PFG Investments, LLC | 4,039 | $22.2 萬 | 0.01% | −180−4.3% | 減碼 |
| Valeo Financial Advisors, LLC | 4,044 | $22.2 萬 | 0.01% | +173+4.5% | 加碼 |
| Thrive Wealth Management, LLC | 4,054 | $22.3 萬 | 0.04% | +9+0.2% | 加碼 |
| Westshore Wealth, LLC | 4,060 | $22.3 萬 | 0.09% | −26−0.6% | 減碼 |
| Prossimo Advisors, LLC | 4,070 | $22.3 萬 | 0.18% | −201−4.7% | 減碼 |
| Armstrong Advisory Group, Inc | 4,110 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| Barnett & Company, Inc. | 4,120 | $22.6 萬 | 0.18% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 4,126 | $22.7 萬 | 0.16% | +105+2.6% | 加碼 |
| Vise Technologies, Inc. | 4,175 | $22.9 萬 | 0.01% | +4,175 | 新進 |
| Brown Brothers Harriman & Co | 4,180 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| HB Wealth Management, LLC | 4,208 | $23.1 萬 | 0.00% | +12+0.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 4,242 | $23.3 萬 | 0.00% | −289,052−98.6% | 減碼 |
| Walleye Capital LLC | 4,255 | $23.4 萬 | 0.00% | +2,809+194.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,279 | $23.5 萬 | 0.01% | −1,901−30.8% | 減碼 |
| Coldstream Capital Management Inc | 4,288 | $23.5 萬 | 0.00% | −205−4.6% | 減碼 |
| D.A. Davidson & Co. | 4,327 | $23.8 萬 | 0.00% | +32+0.7% | 加碼 |
| CIBC Asset Management Inc | 4,364 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 4,409 | $24.2 萬 | 0.00% | +5+0.1% | 加碼 |
| CIBC World Markets Inc. | 4,431 | $24.3 萬 | 0.00% | −3,023−40.6% | 減碼 |
| Atomi Financial Group, Inc. | 4,478 | $24.6 萬 | 0.01% | +618+16.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,522 | $24.8 萬 | 0.01% | −60−1.3% | 減碼 |
| Shelton Capital Management | 4,748 | $26.1 萬 | 0.01% | −322−6.4% | 減碼 |
| Guyasuta Investment Advisors Inc | 4,800 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Intrust Bank NA | 4,803 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| NDVR, Inc. | 4,824 | $26.5 萬 | 0.25% | +151+3.2% | 加碼 |
| Two Sigma Securities, LLC | 4,862 | $26.7 萬 | 0.03% | −2,760−36.2% | 減碼 |
| Level Four Advisory Services, LLC | 4,953 | $27.2 萬 | 0.01% | −8−0.2% | 減碼 |
| Umb Bank N A | 4,954 | $27.2 萬 | 0.00% | −526−9.6% | 減碼 |
| Taylor Hoffman Capital Management LLC | 4,972 | $27.3 萬 | 0.09% | 00.0% | 不變 |
| Allworth Financial LP | 4,979 | $27.3 萬 | 0.00% | +1,957+64.8% | 加碼 |
| Arcus Capital Partners, LLC | 4,989 | $27.4 萬 | 0.12% | −1,066−17.6% | 減碼 |
| Everett Harris & Co | 5,000 | $27.4 萬 | 0.00% | 00.0% | 不變 |
| Roof Eidam & Maycock | 5,000 | $27.4 萬 | 0.07% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,000 | $27.4 萬 | 0.02% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,000 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| SG Americas Securities, LLC | 5,018 | $27.5 萬 | 0.00% | −9,496−65.4% | 減碼 |
| Captrust Financial Advisors | 5,140 | $28.2 萬 | 0.00% | +1,127+28.1% | 加碼 |
| Jain Global LLC | 5,170 | $28.4 萬 | 0.00% | +855+19.8% | 加碼 |