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 |
|---|---|---|---|---|---|
| Farringdon Capital, Ltd. | 9,838 | $54.0 萬 | 0.18% | +9,838 | 新進 |
| Chesley Taft & Associates LLC | 9,786 | $53.7 萬 | 0.02% | +128+1.3% | 加碼 |
| Point72 (DIFC) Ltd | 9,673 | $53.1 萬 | 0.04% | +9,673 | 新進 |
| Credit Industriel Et Commercial | 9,493 | $52.1 萬 | 0.08% | +9,493 | 新進 |
| AE Wealth Management LLC | 9,387 | $51.5 萬 | 0.00% | −26−0.3% | 減碼 |
| Aviva PLC | 9,335 | $51.2 萬 | 0.00% | +9,335 | 新進 |
| Wedmont Private Capital | 9,213 | $51.2 萬 | 0.02% | +97+1.1% | 加碼 |
| Brown Advisory Inc | 9,314 | $51.1 萬 | 0.00% | −2,628−22.0% | 減碼 |
| Daiwa Securities Group Inc. | 9,300 | $51.0 萬 | 0.00% | +9,300 | 新進 |
| Sherbrooke Park Advisers LLC | 9,113 | $50.0 萬 | 0.22% | +9,113 | 新進 |
| Fulton Breakefield Broenniman LLC | 9,110 | $50.0 萬 | 0.03% | −110−1.2% | 減碼 |
| Boston Family Office LLC | 9,000 | $49.4 萬 | 0.03% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 8,972 | $49.2 萬 | 0.01% | +959+12.0% | 加碼 |
| Merit Financial Group, LLC | 8,856 | $48.6 萬 | 0.01% | +2,060+30.3% | 加碼 |
| TD Private Client Wealth LLC | 8,714 | $47.8 萬 | 0.01% | −31−0.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,686 | $47.7 萬 | 0.03% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 8,679 | $47.6 萬 | 0.14% | −77−0.9% | 減碼 |
| Gallacher Capital Management LLC | 8,502 | $46.7 萬 | 0.22% | +3,631+74.5% | 加碼 |
| Paradigm Financial Partners, LLC | 8,419 | $46.2 萬 | 0.05% | −333−3.8% | 減碼 |
| Advisors Capital Management, LLC | 8,372 | $46.0 萬 | 0.01% | +97+1.2% | 加碼 |
| Sterling Capital Management LLC | 8,347 | $45.8 萬 | 0.01% | +1,327+18.9% | 加碼 |
| Bayesian Capital Management, LP | 8,321 | $45.7 萬 | 0.07% | −16,100−65.9% | 減碼 |
| Impact Partnership Wealth, LLC | 8,175 | $44.9 萬 | 0.08% | +3,802+86.9% | 加碼 |
| IFP Advisors, Inc | 7,436 | $44.1 萬 | 0.01% | −608−7.6% | 減碼 |
| TCM Advisors, LLC | – | $43.9 萬 | 0.37% | – | – |
| AdvisorShares Investments LLC | 8,000 | $43.9 萬 | 0.08% | +8,000 | 新進 |
| Petrus Trust Company, LTA | 7,644 | $42.0 萬 | 0.04% | +7,644 | 新進 |
| Convergence Financial, LLC | 7,518 | $41.3 萬 | 0.07% | +3,038+67.8% | 加碼 |
| SageView Advisory Group, LLC | 7,170 | $39.9 萬 | 0.02% | −81−1.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 7,198 | $39.5 萬 | 0.02% | +35+0.5% | 加碼 |
| Moody Lynn & Lieberson, LLC | 7,159 | $39.3 萬 | 0.02% | −38−0.5% | 減碼 |
| Utah Retirement Systems | 7,009 | $38.5 萬 | 0.00% | −391−5.3% | 減碼 |
| Avantax Advisory Services, Inc. | 6,986 | $38.3 萬 | 0.00% | −1,135−14.0% | 減碼 |
| Quadrant Capital Group LLC | 6,744 | $37.0 萬 | 0.01% | +544+8.8% | 加碼 |
| Leuthold Group, LLC | 6,718 | $36.9 萬 | 0.04% | 00.0% | 不變 |
| Panagora Asset Management Inc | 6,713 | $36.8 萬 | 0.00% | −966−12.6% | 減碼 |
| Focus Financial Network, Inc. | 6,633 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 6,609 | $36.3 萬 | 0.01% | +79+1.2% | 加碼 |
| Park National Corp | 6,515 | $35.8 萬 | 0.01% | −86−1.3% | 減碼 |
| Maryland State Retirement & Pension System | 6,486 | $35.6 萬 | 0.01% | 00.0% | 不變 |
| Silver Coast Investments LLC | 6,428 | $35.3 萬 | 0.13% | +332+5.4% | 加碼 |
| Entropy Technologies, LP | 6,388 | $35.1 萬 | 0.03% | −17,603−73.4% | 減碼 |
| Gsa Capital Partners LLP | 6,385 | $35.0 萬 | 0.02% | −9,816−60.6% | 減碼 |
| Prosperity Consulting Group, LLC | 6,257 | $34.3 萬 | 0.03% | −197−3.1% | 減碼 |
| MOKAN Wealth Management Inc. | 6,199 | $34.0 萬 | 0.19% | +41+0.7% | 加碼 |
| Waldron Private Wealth LLC | 6,075 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Headlands Technologies LLC | 6,029 | $33.1 萬 | 0.04% | +5,986+13,920.9% | 加碼 |
| ProShare Advisors LLC | 5,936 | $32.6 萬 | 0.00% | +233+4.1% | 加碼 |
| IHT Wealth Management, LLC | 5,884 | $32.3 萬 | 0.01% | +111+1.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,780 | $31.9 萬 | 0.01% | +38+0.7% | 加碼 |
| Arnhold LLC | 5,600 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| Diversified Trust Co | 5,582 | $30.6 萬 | 0.01% | +5,582 | 新進 |
| Kingsview Wealth Management, LLC | 5,560 | $30.5 萬 | 0.01% | −100−1.8% | 減碼 |
| Sound Income Strategies, LLC | 5,549 | $30.5 萬 | 0.02% | −137,776−96.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,511 | $30.2 萬 | 0.01% | +1,304+31.0% | 加碼 |
| Shell Asset Management Co | 5,509 | $30.2 萬 | 0.01% | −694−11.2% | 減碼 |
| Affinity Capital Advisors, LLC | 5,500 | $30.2 萬 | 0.05% | 00.0% | 不變 |
| Lindenwold Advisors | 5,367 | $29.5 萬 | 0.15% | −243−4.3% | 減碼 |
| My Legacy Advisors, LLC | 5,166 | $29.3 萬 | 0.10% | −70−1.3% | 減碼 |
| Banque Cantonale Vaudoise | 5,324 | $29.2 萬 | 0.01% | +1,200+29.1% | 加碼 |
| DGS Capital Management, LLC | 5,290 | $29.0 萬 | 0.06% | −94−1.7% | 減碼 |
| Brinker Capital Investments, LLC | 5,283 | $29.0 萬 | 0.00% | −1,328−20.1% | 減碼 |
| Resources Investment Advisors, LLC. | 5,182 | $28.4 萬 | 0.00% | +5,182 | 新進 |
| Jain Global LLC | 5,170 | $28.4 萬 | 0.00% | +855+19.8% | 加碼 |
| Captrust Financial Advisors | 5,140 | $28.2 萬 | 0.00% | +1,127+28.1% | 加碼 |
| SG Americas Securities, LLC | 5,018 | $27.5 萬 | 0.00% | −9,496−65.4% | 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 |
| Arcus Capital Partners, LLC | 4,989 | $27.4 萬 | 0.12% | −1,066−17.6% | 減碼 |
| Allworth Financial LP | 4,979 | $27.3 萬 | 0.00% | +1,957+64.8% | 加碼 |
| Taylor Hoffman Capital Management LLC | 4,972 | $27.3 萬 | 0.09% | 00.0% | 不變 |
| Umb Bank N A | 4,954 | $27.2 萬 | 0.00% | −526−9.6% | 減碼 |
| Level Four Advisory Services, LLC | 4,953 | $27.2 萬 | 0.01% | −8−0.2% | 減碼 |
| Two Sigma Securities, LLC | 4,862 | $26.7 萬 | 0.03% | −2,760−36.2% | 減碼 |
| NDVR, Inc. | 4,824 | $26.5 萬 | 0.25% | +151+3.2% | 加碼 |
| Intrust Bank NA | 4,803 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 4,800 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Shelton Capital Management | 4,748 | $26.1 萬 | 0.01% | −322−6.4% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,522 | $24.8 萬 | 0.01% | −60−1.3% | 減碼 |
| Atomi Financial Group, Inc. | 4,478 | $24.6 萬 | 0.01% | +618+16.0% | 加碼 |
| CIBC World Markets Inc. | 4,431 | $24.3 萬 | 0.00% | −3,023−40.6% | 減碼 |
| Spears Abacus Advisors LLC | 4,409 | $24.2 萬 | 0.00% | +5+0.1% | 加碼 |
| CIBC Asset Management Inc | 4,364 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| D.A. Davidson & Co. | 4,327 | $23.8 萬 | 0.00% | +32+0.7% | 加碼 |
| Coldstream Capital Management Inc | 4,288 | $23.5 萬 | 0.00% | −205−4.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,279 | $23.5 萬 | 0.01% | −1,901−30.8% | 減碼 |
| Walleye Capital LLC | 4,255 | $23.4 萬 | 0.00% | +2,809+194.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 4,242 | $23.3 萬 | 0.00% | −289,052−98.6% | 減碼 |
| HB Wealth Management, LLC | 4,208 | $23.1 萬 | 0.00% | +12+0.3% | 加碼 |
| Brown Brothers Harriman & Co | 4,180 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Vise Technologies, Inc. | 4,175 | $22.9 萬 | 0.01% | +4,175 | 新進 |
| 1620 Investment Advisors, Inc. | 4,126 | $22.7 萬 | 0.16% | +105+2.6% | 加碼 |
| Barnett & Company, Inc. | 4,120 | $22.6 萬 | 0.18% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 4,110 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 4,070 | $22.3 萬 | 0.18% | −201−4.7% | 減碼 |
| Westshore Wealth, LLC | 4,060 | $22.3 萬 | 0.09% | −26−0.6% | 減碼 |
| Thrive Wealth Management, LLC | 4,054 | $22.3 萬 | 0.04% | +9+0.2% | 加碼 |
| Valeo Financial Advisors, LLC | 4,044 | $22.2 萬 | 0.01% | +173+4.5% | 加碼 |