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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 224,369 | $1,232 萬 | 0.09% | +213,577+1,979.0% | 加碼 |
| Swiss National Bank | 255,700 | $1,404 萬 | 0.01% | −9,800−3.7% | 減碼 |
| American Century Companies Inc | 259,445 | $1,424 萬 | 0.01% | +210,037+425.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 266,674 | $1,464 萬 | 0.16% | +266,674 | 新進 |
| Liontrust Investment Partners LLP | 276,776 | $1,519 萬 | 0.22% | −43,991−13.7% | 減碼 |
| Legal & General Group Plc | 286,537 | $1,573 萬 | 0.00% | −716−0.2% | 減碼 |
| Principal Financial Group Inc | 303,909 | $1,668 萬 | 0.01% | −4,750−1.5% | 減碼 |
| Moran Wealth Management, LLC | 309,526 | $1,699 萬 | 0.53% | −871−0.3% | 減碼 |
| Alps Advisors Inc | 310,425 | $1,704 萬 | 0.10% | −2,887−0.9% | 減碼 |
| Millennium Management LLC | 342,857 | $1,882 萬 | 0.02% | −685,122−66.6% | 減碼 |
| Swedbank AB | 346,150 | $1,900 萬 | 0.02% | +346,150 | 新進 |
| Janus Henderson Group PLC | 349,276 | $1,917 萬 | 0.01% | +272,120+352.7% | 加碼 |
| Voya Investment Management LLC | 349,625 | $1,919 萬 | 0.02% | +40,235+13.0% | 加碼 |
| Man Group plc | 359,462 | $1,973 萬 | 0.04% | −134,040−27.2% | 減碼 |
| Acadian Asset Management LLC | 377,756 | $2,072 萬 | 0.04% | +377,756 | 新進 |
| Retirement Systems of Alabama | 381,020 | $2,091 萬 | 0.07% | +722+0.2% | 加碼 |
| Invesco Ltd. | 383,733 | $2,106 萬 | 0.00% | −35,270−8.4% | 減碼 |
| Rhumbline Advisers | 397,828 | $2,184 萬 | 0.02% | −8,289−2.0% | 減碼 |
| SEI Investments Co | 403,876 | $2,217 萬 | 0.03% | +23,503+6.2% | 加碼 |
| California Public Employees Retirement System | 432,911 | $2,376 萬 | 0.02% | −91,854−17.5% | 減碼 |
| Jane Street Group, LLC | 456,917 | $2,508 萬 | 0.04% | −191,156−29.5% | 減碼 |
| Prevatt Capital Ltd | 460,000 | $2,525 萬 | 8.74% | 00.0% | 不變 |
| Barclays PLC | 497,311 | $2,730 萬 | 0.01% | +384,783+341.9% | 加碼 |
| Nuveen, LLC | 512,763 | $2,815 萬 | 0.01% | −315,633−38.1% | 減碼 |
| Miller Howard Investments Inc | 561,218 | $3,081 萬 | 0.98% | +7,058+1.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 603,884 | $3,315 萬 | 0.03% | −20,114−3.2% | 減碼 |
| Envestnet Asset Management Inc | 615,826 | $3,380 萬 | 0.01% | −87,846−12.5% | 減碼 |
| Bridgewater Associates, LP | 632,818 | $3,474 萬 | 0.14% | +108,375+20.7% | 加碼 |
| Pacer Advisors, Inc. | 663,507 | $3,642 萬 | 0.09% | −371,895−35.9% | 減碼 |
| Wedge Capital Management L L P | 737,997 | $4,051 萬 | 0.72% | −44,951−5.7% | 減碼 |
| JPMorgan Chase & Co | 739,127 | $4,057 萬 | 0.00% | −204,279−21.7% | 減碼 |
| First Trust Advisors LP | 741,385 | $4,069 萬 | 0.03% | +84,972+12.9% | 加碼 |
| UBS Group AG | 756,546 | $4,153 萬 | 0.01% | +16,991+2.3% | 加碼 |
| Truist Financial Corp | 813,898 | $4,467 萬 | 0.07% | +46,529+6.1% | 加碼 |
| Voloridge Investment Management, LLC | 863,653 | $4,741 萬 | 0.17% | +255,900+42.1% | 加碼 |
| Boston Trust Walden Corp | 864,851 | $4,747 萬 | 0.34% | +129,094+17.5% | 加碼 |
| NewEdge Wealth, LLC | 954,198 | $5,262 萬 | 0.82% | −56,248−5.6% | 減碼 |
| Price T Rowe Associates Inc | 986,597 | $5,416 萬 | 0.01% | +9,800+1.0% | 加碼 |
| Bank of America Corp | 1,012,087 | $5,555 萬 | 0.00% | −205,727−16.9% | 減碼 |
| Marshall Wace, LLP | 1,091,626 | $5,992 萬 | 0.07% | +215,472+24.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,134,593 | $6,228 萬 | 0.06% | +172,575+17.9% | 加碼 |
| Royal Bank of Canada | 1,503,106 | $8,251 萬 | 0.02% | +258,248+20.7% | 加碼 |
| Goldman Sachs Group Inc | 1,548,538 | $8,500 萬 | 0.01% | +700,006+82.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,598,656 | $8,775 萬 | 0.06% | +83,103+5.5% | 加碼 |
| LSV Asset Management | 1,609,281 | $8,833 萬 | 0.21% | −58,371−3.5% | 減碼 |
| AQR Capital Management LLC | 1,617,221 | $8,851 萬 | 0.07% | −171,819−9.6% | 減碼 |
| Bank of New York Mellon Corp | 1,630,953 | $8,952 萬 | 0.02% | −26,235−1.6% | 減碼 |
| Charles Schwab Investment Management Inc | 1,635,983 | $8,980 萬 | 0.02% | −52,768−3.1% | 減碼 |
| Qube Research & Technologies Ltd | 1,750,760 | $9,610 萬 | 0.13% | +312,776+21.8% | 加碼 |
| Norges Bank | 1,782,215 | $9,783 萬 | 0.01% | +662,800+59.2% | 加碼 |
| Citadel Advisors LLC | 1,834,417 | $1.01 億 | 0.09% | +1,195,527+187.1% | 加碼 |
| Morgan Stanley | 2,054,586 | $1.13 億 | 0.01% | −95,426−4.4% | 減碼 |
| Wellington Management Group LLP | 2,252,526 | $1.24 億 | 0.02% | +110,538+5.2% | 加碼 |
| Dimensional Fund Advisors LP | 2,260,257 | $1.24 億 | 0.03% | −22,195−1.0% | 減碼 |
| Northern Trust Corp | 2,480,832 | $1.36 億 | 0.02% | −127,664−4.9% | 減碼 |
| Geode Capital Management, LLC | 2,849,655 | $1.56 億 | 0.01% | +150,184+5.6% | 加碼 |
| Lazard Asset Management LLC | 3,186,469 | $1.75 億 | 0.24% | −543,838−14.6% | 減碼 |
| Boston Partners | 3,233,854 | $1.78 億 | 0.20% | −534,058−14.2% | 減碼 |
| State Street Corp | 4,221,017 | $2.33 億 | 0.01% | −255,824−5.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,432,672 | $2.43 億 | 0.89% | −193,495−4.2% | 減碼 |
| Vanguard Group Inc | 13,842,573 | $7.60 億 | 0.01% | −326,413−2.3% | 減碼 |
| FMR LLC | 13,850,032 | $7.60 億 | 0.04% | −844,792−5.7% | 減碼 |
| BlackRock, Inc. | 16,128,502 | $8.85 億 | 0.02% | +205,488+1.3% | 加碼 |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −744,117−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −343,928−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −306,203−100.0% | 清倉 |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −621,252−100.0% | 清倉 |
| Financial Counselors Inc | 0 | $0 | 0.00% | −177,709−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −148,150−100.0% | 清倉 |
| MetLife Investment Management | 0 | $0 | 0.00% | −75,526−100.0% | 清倉 |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −56,639−100.0% | 清倉 |
| PGGM Investments | 0 | $0 | 0.00% | −54,159−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −42,100−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −37,265−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −33,403−100.0% | 清倉 |
| F/M Investments LLC | 0 | $0 | 0.00% | −30,650−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −28,260−100.0% | 清倉 |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −23,987−100.0% | 清倉 |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −21,985−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | 清倉 |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −20,100−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −20,023−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,568−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −17,499−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −16,700−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −16,204−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,625−100.0% | 清倉 |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −11,831−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,554−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,613−100.0% | 清倉 |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −9,979−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −9,266−100.0% | 清倉 |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −8,833−100.0% | 清倉 |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −8,581−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,522−100.0% | 清倉 |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −8,460−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −8,280−100.0% | 清倉 |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −7,503−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,857−100.0% | 清倉 |