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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 43,128 | $236.7 萬 | 0.01% | −6,691−13.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 43,254 | $237.4 萬 | 0.02% | −114−0.3% | 減碼 |
| Deutsche Bank AG | 43,320 | $237.8 萬 | 0.00% | −4,355−9.1% | 減碼 |
| Stifel Financial Corp | 44,250 | $242.9 萬 | 0.00% | −7,731−14.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 43,871 | $244.7 萬 | 0.00% | −56,730−56.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 44,945 | $246.7 萬 | 0.01% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 45,428 | $249.4 萬 | 0.03% | −699−1.5% | 減碼 |
| Burney Co | 45,842 | $251.6 萬 | 0.09% | +1,112+2.5% | 加碼 |
| Public Employees Retirement System of Ohio | 45,885 | $251.9 萬 | 0.01% | −1,068−2.3% | 減碼 |
| Tealwood Asset Management Inc | 46,001 | $252.5 萬 | 1.12% | −1,373−2.9% | 減碼 |
| Auxier Asset Management | 46,259 | $253.9 萬 | 0.37% | −178−0.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 47,628 | $261.4 萬 | 0.02% | 00.0% | 不變 |
| Caxton Associates LLP | 48,719 | $267.4 萬 | 0.07% | +10,747+28.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 50,553 | $277.5 萬 | 0.03% | +1,476+3.0% | 加碼 |
| Bank of Nova Scotia | 51,071 | $280.3 萬 | 0.01% | +45,362+794.6% | 加碼 |
| Rings Capital Management LLC | 53,000 | $290.9 萬 | 1.41% | 00.0% | 不變 |
| Trexquant Investment LP | 53,077 | $291.3 萬 | 0.03% | −73,814−58.2% | 減碼 |
| Agf Management Ltd | 53,264 | $292.4 萬 | 0.01% | +2,719+5.4% | 加碼 |
| State of Tennessee, Treasury Department | 55,436 | $304.3 萬 | 0.01% | 00.0% | 不變 |
| Round Hill Asset Management | 55,731 | $305.9 萬 | 2.07% | −474−0.8% | 減碼 |
| Aurora Investment Counsel | 56,026 | $307.5 萬 | 1.62% | +630+1.1% | 加碼 |
| HRT Financial LP | 57,453 | $315.3 萬 | 0.01% | −425,484−88.1% | 減碼 |
| State of Alaska, Department of Revenue | 57,968 | $318.1 萬 | 0.03% | −715−1.2% | 減碼 |
| Kendall Capital Management | 62,420 | $342.6 萬 | 0.91% | +7,670+14.0% | 加碼 |
| Amalgamated Bank | 62,580 | $343.5 萬 | 0.03% | +755+1.2% | 加碼 |
| LPL Financial LLC | 63,358 | $347.8 萬 | 0.00% | −43,832−40.9% | 減碼 |
| Los Angeles Capital Management LLC | 64,905 | $356.3 萬 | 0.01% | −302,484−82.3% | 減碼 |
| Mutual of America Capital Management LLC | 66,578 | $365.4 萬 | 0.04% | −2,313−3.4% | 減碼 |
| Janney Montgomery Scott LLC | 67,738 | $371.8 萬 | 0.01% | +865+1.3% | 加碼 |
| Empowered Funds, LLC | 68,423 | $375.6 萬 | 0.04% | −159,511−70.0% | 減碼 |
| Wells Fargo & Company | 70,680 | $388.0 萬 | 0.00% | −77,076−52.2% | 減碼 |
| Quantinno Capital Management LP | 73,992 | $406.1 萬 | 0.02% | +32,532+78.5% | 加碼 |
| TrimTabs Asset Management, LLC | 75,326 | $413.5 萬 | 0.58% | +1,288+1.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 76,019 | $417.3 萬 | 0.03% | +2,037+2.8% | 加碼 |
| ING Groep NV | 76,600 | $420.5 萬 | 0.03% | +76,600 | 新進 |
| Victory Capital Management Inc | 77,224 | $423.9 萬 | 0.00% | −36,380−32.0% | 減碼 |
| State of Wisconsin Investment Board | 78,843 | $432.8 萬 | 0.01% | −6,210−7.3% | 減碼 |
| Nisa Investment Advisors, LLC | 78,415 | $433.8 萬 | 0.02% | +17,530+28.8% | 加碼 |
| Royce & Associates LP | 79,456 | $436.1 萬 | 0.04% | −63,300−44.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 81,599 | $447.9 萬 | 0.03% | −625−0.8% | 減碼 |
| Creative Planning | 81,801 | $449.0 萬 | 0.00% | −42−0.1% | 減碼 |
| Jump Financial, LLC | 82,519 | $452.9 萬 | 0.06% | +74,935+988.1% | 加碼 |
| New York State Common Retirement Fund | 83,979 | $461.0 萬 | 0.01% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 86,742 | $476.1 萬 | 0.06% | +31,494+57.0% | 加碼 |
| Blue Whale Capital LLP | 86,990 | $477.5 萬 | 0.31% | −473,917−84.5% | 減碼 |
| Redwood Investment Management, LLC | 87,449 | $480.0 萬 | 0.51% | −5,205−5.6% | 減碼 |
| Schroder Investment Management Group | 88,576 | $486.2 萬 | 0.00% | −5,773−6.1% | 減碼 |
| Amundi | 87,712 | $490.2 萬 | 0.00% | +913+1.1% | 加碼 |
| Intech Investment Management LLC | 89,765 | $492.7 萬 | 0.05% | −22,344−19.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 89,888 | $493.4 萬 | 0.31% | +66,975+292.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 90,635 | $497.5 萬 | 0.12% | +71,316+369.1% | 加碼 |
| Verition Fund Management LLC | 92,737 | $509.0 萬 | 0.03% | +47,886+106.8% | 加碼 |
| National Bank of Canada | 94,197 | $517.0 萬 | 0.01% | +90,147+2,225.9% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 94,844 | $520.6 萬 | 0.01% | −24,814−20.7% | 減碼 |
| Segall Bryant & Hamill, LLC | 95,000 | $521.5 萬 | 0.07% | 00.0% | 不變 |
| Cerity Partners LLC | 95,911 | $526.5 萬 | 0.01% | +470+0.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 97,904 | $537.4 萬 | 0.02% | −175,217−64.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 98,134 | $538.7 萬 | 0.02% | +98,134 | 新進 |
| Allianz Asset Management GmbH | 98,144 | $538.7 萬 | 0.01% | +14,328+17.1% | 加碼 |
| Rodgers Brothers Inc. | 99,900 | $548.4 萬 | 0.69% | −10,000−9.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 100,306 | $550.6 萬 | 0.00% | −5,831−5.5% | 減碼 |
| Crawford Investment Counsel Inc | 101,004 | $554.4 萬 | 0.10% | −2,674−2.6% | 減碼 |
| Comerica Bank | 106,982 | $587.2 萬 | 0.02% | +2,934+2.8% | 加碼 |
| Mackenzie Financial Corp | 106,993 | $587.3 萬 | 0.01% | +80,436+302.9% | 加碼 |
| Great West Life Assurance Co | 107,640 | $591.3 萬 | 0.01% | −4,983−4.4% | 減碼 |
| Storebrand Asset Management AS | 108,181 | $593.8 萬 | 0.02% | −20,000−15.6% | 減碼 |
| Prudential Financial Inc | 99,666 | $594.8 萬 | 0.01% | +23,624+31.1% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 108,500 | $595.6 萬 | 0.03% | −189,000−63.5% | 減碼 |
| Twinbeech Capital LP | 108,591 | $596.1 萬 | 0.14% | +108,591 | 新進 |
| Engineers Gate Manager LP | 111,331 | $611.1 萬 | 0.08% | +40,721+57.7% | 加碼 |
| Capital Fund Management S.A. | 112,516 | $617.6 萬 | 0.07% | −91,627−44.9% | 減碼 |
| Russell Investments Group, Ltd. | 113,705 | $622.8 萬 | 0.01% | +87,783+338.6% | 加碼 |
| Nordea Investment Management AB | 116,020 | $630.5 萬 | 0.01% | −1,297−1.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 121,071 | $664.6 萬 | 0.11% | −5,415−4.3% | 減碼 |
| Franklin Resources Inc | 124,572 | $683.8 萬 | 0.00% | −191,271−60.6% | 減碼 |
| Ruffer LLP | 125,597 | $689.4 萬 | 0.30% | +26,976+27.4% | 加碼 |
| California State Teachers Retirement System | 128,301 | $704.2 萬 | 0.01% | −403−0.3% | 減碼 |
| Tectonic Advisors LLC | 144,047 | $790.7 萬 | 0.46% | +11,523+8.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 144,653 | $794.0 萬 | 0.62% | +26,258+22.2% | 加碼 |
| Balyasny Asset Management LLC | 147,826 | $811.4 萬 | 0.02% | −1,139,070−88.5% | 減碼 |
| Bank of Montreal | 147,921 | $811.9 萬 | 0.00% | +119,902+427.9% | 加碼 |
| Point72 Asset Management, L.P. | 149,900 | $822.8 萬 | 0.02% | +149,900 | 新進 |
| New York State Teachers Retirement System | 151,679 | $832.6 萬 | 0.02% | −965−0.6% | 減碼 |
| Two Sigma Advisers, LP | 152,800 | $838.7 萬 | 0.02% | +61,900+68.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $839.5 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Investments, LP | 153,225 | $841.1 萬 | 0.02% | −110,416−41.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 161,153 | $884.6 萬 | 0.02% | +460+0.3% | 加碼 |
| HSBC Holdings PLC | 164,564 | $896.3 萬 | 0.01% | +99,105+151.4% | 加碼 |
| CI Private Wealth, LLC | 166,168 | $912.1 萬 | 0.01% | −459−0.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 170,175 | $934.1 萬 | 0.02% | +570.0% | 加碼 |
| UBS Asset Management Americas Inc | 172,098 | $944.6 萬 | 0.00% | −704,282−80.4% | 減碼 |
| Raymond James Financial Inc | 176,204 | $967.2 萬 | 0.00% | −25,228−12.5% | 減碼 |
| Midwest Trust Co | 176,320 | $967.8 萬 | 0.13% | +176,320 | 新進 |
| Cambria Investment Management, L.P. | 185,603 | $1,019 萬 | 0.69% | −21,045−10.2% | 減碼 |
| Alliancebernstein L.P. | 186,691 | $1,025 萬 | 0.00% | −3,419−1.8% | 減碼 |
| Ameriprise Financial Inc | 195,528 | $1,073 萬 | 0.00% | −132,796−40.4% | 減碼 |
| Treasurer of the State of North Carolina | 200,058 | $1,098 萬 | 0.04% | +89,119+80.3% | 加碼 |
| Canada Pension Plan Investment Board | 200,800 | $1,102 萬 | 0.01% | +199,100+11,711.8% | 加碼 |
| Ibex Wealth Advisors | 201,325 | $1,105 萬 | 1.18% | +6,437+3.3% | 加碼 |
| Federated Hermes, Inc. | 213,993 | $1,175 萬 | 0.02% | +121,131+130.4% | 加碼 |