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 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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 30,179 | $165.7 萬 | 0.03% | +2,744+10.0% | 加碼 |
| Pinebridge Investments, L.P. | 30,033 | $164.9 萬 | 0.01% | +3,877+14.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 29,354 | $164.7 萬 | 0.00% | +13,404+84.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,891 | $164.1 萬 | 0.03% | +130+0.4% | 加碼 |
| CWA Asset Management Group, LLC | 29,561 | $162.3 萬 | 0.07% | +7,135+31.8% | 加碼 |
| Kennondale Capital Management LLC | 29,286 | $160.7 萬 | 1.64% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 29,184 | $160.2 萬 | 0.07% | +120+0.4% | 加碼 |
| Neuberger Berman Group LLC | 28,871 | $158.5 萬 | 0.00% | +19,067+194.5% | 加碼 |
| Kestra Advisory Services, LLC | 28,569 | $156.8 萬 | 0.01% | +1,008+3.7% | 加碼 |
| LGT Group Foundation | 28,289 | $155.3 萬 | 0.02% | −11,032−28.1% | 減碼 |
| New Mexico Educational Retirement Board | 27,800 | $152.6 萬 | 0.05% | 00.0% | 不變 |
| Citigroup Inc | 27,566 | $151.3 萬 | 0.00% | −13,137−32.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 27,424 | $150.5 萬 | 0.03% | +200+0.7% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 26,717 | $146.6 萬 | 0.00% | +26,717 | 新進 |
| First Citizens Bank & Trust Co | 26,631 | $146.2 萬 | 0.03% | +15,769+145.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 25,994 | $142.7 萬 | 0.05% | −342−1.3% | 減碼 |
| Sciencast Management LP | 25,908 | $142.2 萬 | 0.29% | +25,908 | 新進 |
| Sovereign's Capital Management, LLC | 25,863 | $142.0 萬 | 0.76% | +4,160+19.2% | 加碼 |
| Measured Wealth Private Client Group, LLC | 25,856 | $141.9 萬 | 0.42% | +579+2.3% | 加碼 |
| Qsemble Capital Management, LP | 25,850 | $141.9 萬 | 0.14% | +15,567+151.4% | 加碼 |
| Martingale Asset Management L P | 24,973 | $137.1 萬 | 0.03% | −3,650−12.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 24,019 | $131.8 萬 | 0.00% | +16,865+235.7% | 加碼 |
| Chase Investment Counsel Corp | 24,000 | $131.7 萬 | 0.42% | 00.0% | 不變 |
| Castlekeep Investment Advisors LLC | 23,705 | $130.1 萬 | 0.64% | +23,705 | 新進 |
| Vident Advisory, LLC | 23,337 | $128.1 萬 | 0.01% | +3,198+15.9% | 加碼 |
| Argyle Capital Management Inc. | 23,233 | $127.5 萬 | 0.46% | 00.0% | 不變 |
| Huber Capital Management LLC | 23,200 | $127.3 萬 | 0.22% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 23,052 | $126.5 萬 | 0.01% | −1,502−6.1% | 減碼 |
| Fox Run Management, L.L.C. | 21,748 | $119.4 萬 | 0.20% | +21,748 | 新進 |
| Edgestream Partners, L.P. | 21,569 | $118.4 萬 | 0.03% | −171,999−88.9% | 減碼 |
| Quantbot Technologies LP | 21,141 | $116.0 萬 | 0.03% | +821+4.0% | 加碼 |
| Advisor Group Holdings, Inc. | 20,860 | $114.5 萬 | 0.00% | −4,103−16.4% | 減碼 |
| Ethic Inc. | 20,603 | $112.7 萬 | 0.02% | +2,354+12.9% | 加碼 |
| Ceera Investments, LLC | 20,510 | $112.6 萬 | 0.34% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,476 | $112.4 萬 | 0.00% | +2,534+14.1% | 加碼 |
| Macquarie Group Ltd | 19,900 | $109.2 萬 | 0.00% | −78,556−79.8% | 減碼 |
| Lecap Asset Management Ltd | 19,770 | $108.5 萬 | 0.38% | −3,409−14.7% | 減碼 |
| Pictet Asset Management Holding SA | 19,732 | $108.3 萬 | 0.00% | −95−0.5% | 減碼 |
| CSS LLC | 19,547 | $107.3 萬 | 0.07% | −6,265−24.3% | 減碼 |
| Susquehanna International Group, LLP | 19,522 | $107.2 萬 | 0.00% | −94,459−82.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 19,327 | $106.1 萬 | 0.00% | +2,999+18.4% | 加碼 |
| Davy Global Fund Management Ltd | 19,258 | $105.7 萬 | 0.09% | −768−3.8% | 減碼 |
| Colony Group, LLC | 19,135 | $105.0 萬 | 0.00% | −45−0.2% | 減碼 |
| WBI Investments | 18,957 | $104.1 萬 | 0.27% | +18,957 | 新進 |
| Convergence Investment Partners, LLC | 18,906 | $103.8 萬 | 0.26% | −3,003−13.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,591 | $102.0 萬 | 0.00% | +160+0.9% | 加碼 |
| Nomura Holdings Inc | 18,403 | $101.0 萬 | 0.01% | +18,403 | 新進 |
| Neo Ivy Capital Management | 18,292 | $100.4 萬 | 0.32% | +18,292 | 新進 |
| Kessler Investment Group, LLC | 18,262 | $100.2 萬 | 0.41% | +1,017+5.9% | 加碼 |
| Wealthfront Advisers LLC | 18,125 | $99.5 萬 | 0.00% | −380−2.1% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $98.8 萬 | 0.12% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 18,000 | $98.8 萬 | 0.13% | +18,000 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 17,903 | $98.3 萬 | 0.17% | +17,903 | 新進 |
| MSH Capital Advisors LLC | 17,734 | $97.3 萬 | 0.28% | −33−0.2% | 減碼 |
| RSM US Wealth Management LLC | 17,443 | $96.4 萬 | 0.01% | +2,685+18.2% | 加碼 |
| JustInvest LLC | 17,244 | $94.7 萬 | 0.01% | +643+3.9% | 加碼 |
| Xponance, Inc. | 17,180 | $94.3 萬 | 0.01% | −870−4.8% | 減碼 |
| Rockland Trust Co | 16,866 | $92.6 萬 | 0.05% | 00.0% | 不變 |
| Ascent Group, LLC | 16,511 | $90.6 萬 | 0.04% | −390−2.3% | 減碼 |
| Ifrah Financial Services, Inc. | 16,500 | $90.6 萬 | 0.25% | −182−1.1% | 減碼 |
| Vestcor Inc | 16,342 | $89.7 萬 | 0.03% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 16,288 | $89.4 萬 | 0.02% | −255−1.5% | 減碼 |
| Advisory Research Inc | 16,220 | $89.0 萬 | 0.14% | +1,104+7.3% | 加碼 |
| Point72 Hong Kong Ltd | 16,209 | $89.0 萬 | 0.06% | +16,209 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 16,195 | $88.9 萬 | 0.00% | +16,195 | 新進 |
| QRG Capital Management, Inc. | 16,180 | $88.8 萬 | 0.01% | −5,689−26.0% | 減碼 |
| Toroso Investments, LLC | 15,721 | $86.3 萬 | 0.01% | +621+4.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 15,681 | $86.1 萬 | 0.10% | +3,181+25.4% | 加碼 |
| Baird Financial Group, Inc. | 15,553 | $85.4 萬 | 0.00% | −1,666−9.7% | 減碼 |
| South Dakota Investment Council | 15,301 | $84.0 萬 | 0.02% | −17,561−53.4% | 減碼 |
| MML Investors Services, LLC | 15,312 | $84.0 萬 | 0.00% | −5,832−27.6% | 減碼 |
| Legacy Bridge, LLC | 15,265 | $83.8 萬 | 0.40% | 00.0% | 不變 |
| CWM, LLC | 15,159 | $83.2 萬 | 0.00% | +197+1.3% | 加碼 |
| RBF Capital, LLC | 15,000 | $82.3 萬 | 0.04% | 00.0% | 不變 |
| HighTower Advisors, LLC | 14,963 | $82.1 萬 | 0.00% | −2,078−12.2% | 減碼 |
| SummitTX Capital, L.P. | 14,942 | $82.0 萬 | 0.04% | −4,942−24.9% | 減碼 |
| Claret Asset Management Corp | 14,874 | $81.6 萬 | 0.11% | – | – |
| Range Financial Group LLC | 14,543 | $79.8 萬 | 0.31% | −44−0.3% | 減碼 |
| Bayforest Capital Ltd | 14,303 | $78.5 萬 | 0.34% | +14,303 | 新進 |
| Public Employees Retirement Association of Colorado | 14,290 | $78.4 萬 | 0.00% | −512−3.5% | 減碼 |
| New York Life Investment Management LLC | 13,896 | $76.3 萬 | 0.01% | −649−4.5% | 減碼 |
| Jones Financial Companies LLLP | 13,624 | $74.7 萬 | 0.00% | +557+4.3% | 加碼 |
| Hancock Whitney Corp | 13,526 | $74.2 萬 | 0.01% | +572+4.4% | 加碼 |
| Journey Strategic Wealth LLC | 13,171 | $72.3 萬 | 0.02% | +1,414+12.0% | 加碼 |
| FIL Ltd | 13,146 | $72.2 萬 | 0.00% | −563−4.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,133 | $72.1 萬 | 0.01% | +325+2.5% | 加碼 |
| Affinity Wealth Management LLC | 12,649 | $69.4 萬 | 0.11% | +312+2.5% | 加碼 |
| US Bancorp | 12,340 | $67.7 萬 | 0.00% | +58+0.5% | 加碼 |
| Aviso Wealth Management | 11,917 | $65.4 萬 | 0.31% | 00.0% | 不變 |
| RMB Capital Management, LLC | 11,711 | $64.7 萬 | 0.01% | +11,711 | 新進 |
| Inceptionr LLC | 11,538 | $63.3 萬 | 0.15% | −625−5.1% | 減碼 |
| Bridgefront Capital, LLC | 11,439 | $62.8 萬 | 0.17% | −22,218−66.0% | 減碼 |
| Fifth Third Bancorp | 10,868 | $59.7 萬 | 0.00% | +40.0% | 加碼 |
| CWC Advisors, LLC. | 10,610 | $58.2 萬 | 0.30% | +251+2.4% | 加碼 |
| Picton Mahoney Asset Management | 10,551 | $58.0 萬 | 0.01% | +10,533+58,516.7% | 加碼 |
| Securian Asset Management, Inc | 10,165 | $55.8 萬 | 0.02% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $55.3 萬 | 0.01% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 9,988 | $54.8 萬 | 0.20% | −124−1.2% | 減碼 |
| Sunbelt Securities, Inc. | 10,263 | $54.2 萬 | 0.05% | 00.0% | 不變 |
| Guggenheim Capital LLC | 9,852 | $54.1 萬 | 0.00% | −220−2.2% | 減碼 |