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 3 季 13F 持有人
H&R Block Inc 在 2025/9/30 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
- 544
- 較 2025 年第 2 季 −8 家
- 持有股數
- 1.19 億
- 較 2025 年第 2 季 −236.3 萬 (−1.9%)
- 總市值
- $59.3 億
- 較 2025 年第 2 季 −$7.56 億 (−11.3%)
- 新進機構
- 83
- 另有 169 家加碼
- 清倉機構
- 91
- 另有 195 家減碼
另有 11 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,268,038 | $8.23 億 | 0.01% | +139,536+0.9% | 加碼 |
| FMR LLC | 14,383,011 | $7.27 億 | 0.04% | +532,979+3.8% | 加碼 |
| Vanguard Group Inc | 13,659,775 | $6.91 億 | 0.01% | −182,798−1.3% | 減碼 |
| State Street Corp | 4,160,625 | $2.12 億 | 0.01% | −60,392−1.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,093,908 | $2.07 億 | 0.70% | −338,764−7.6% | 減碼 |
| Boston Partners | 3,886,544 | $1.97 億 | 0.20% | +652,690+20.2% | 加碼 |
| Lazard Asset Management LLC | 3,213,177 | $1.62 億 | 0.22% | +26,708+0.8% | 加碼 |
| Geode Capital Management, LLC | 2,963,343 | $1.50 億 | 0.01% | +113,688+4.0% | 加碼 |
| Northern Trust Corp | 2,750,413 | $1.39 億 | 0.02% | +269,581+10.9% | 加碼 |
| AQR Capital Management LLC | 2,593,290 | $1.31 億 | 0.08% | +976,069+60.4% | 加碼 |
| Dimensional Fund Advisors LP | 2,316,404 | $1.17 億 | 0.03% | +56,147+2.5% | 加碼 |
| Wellington Management Group LLP | 2,304,245 | $1.17 億 | 0.02% | +51,719+2.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,990,367 | $1.01 億 | 0.06% | +391,711+24.5% | 加碼 |
| Morgan Stanley | 1,828,829 | $9,248 萬 | 0.01% | −225,757−11.0% | 減碼 |
| Charles Schwab Investment Management Inc | 1,635,448 | $8,270 萬 | 0.01% | −5350.0% | 減碼 |
| Royal Bank of Canada | 1,595,392 | $8,068 萬 | 0.01% | +92,286+6.1% | 加碼 |
| LSV Asset Management | 1,478,551 | $7,477 萬 | 0.17% | −130,730−8.1% | 減碼 |
| Bank of New York Mellon Corp | 1,431,440 | $7,239 萬 | 0.01% | −199,513−12.2% | 減碼 |
| Citadel Advisors LLC | 1,396,179 | $7,060 萬 | 0.06% | −438,238−23.9% | 減碼 |
| Marshall Wace, LLP | 1,198,558 | $6,061 萬 | 0.07% | +106,932+9.8% | 加碼 |
| Price T Rowe Associates Inc | 1,066,857 | $5,395 萬 | 0.01% | +80,260+8.1% | 加碼 |
| Qube Research & Technologies Ltd | 1,039,119 | $5,255 萬 | 0.07% | −711,641−40.6% | 減碼 |
| First Trust Advisors LP | 938,537 | $4,746 萬 | 0.04% | +197,152+26.6% | 加碼 |
| Bank of America Corp | 896,224 | $4,532 萬 | 0.00% | −115,863−11.4% | 減碼 |
| Goldman Sachs Group Inc | 862,872 | $4,364 萬 | 0.01% | −685,666−44.3% | 減碼 |
| Boston Trust Walden Corp | 857,095 | $4,334 萬 | 0.32% | −7,756−0.9% | 減碼 |
| NewEdge Wealth, LLC | 843,376 | $4,266 萬 | 0.61% | −110,822−11.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 834,346 | $4,219 萬 | 0.03% | −300,247−26.5% | 減碼 |
| UBS Group AG | 784,198 | $3,966 萬 | 0.01% | +27,652+3.7% | 加碼 |
| Barclays PLC | 758,971 | $3,838 萬 | 0.01% | +261,660+52.6% | 加碼 |
| UBS Asset Management Americas Inc | 749,298 | $3,789 萬 | 0.01% | +577,200+335.4% | 加碼 |
| Nuveen, LLC | 692,945 | $3,504 萬 | 0.01% | +180,182+35.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 657,423 | $3,325 萬 | 0.03% | +53,539+8.9% | 加碼 |
| JPMorgan Chase & Co | 649,834 | $3,286 萬 | 0.00% | −89,293−12.1% | 減碼 |
| Bridgewater Associates, LP | 606,262 | $3,066 萬 | 0.12% | −26,556−4.2% | 減碼 |
| Miller Howard Investments Inc | 560,065 | $2,832 萬 | 0.86% | −1,153−0.2% | 減碼 |
| Pacer Advisors, Inc. | 559,387 | $2,829 萬 | 0.07% | −104,120−15.7% | 減碼 |
| Invesco Ltd. | 445,334 | $2,252 萬 | 0.00% | +61,601+16.1% | 加碼 |
| SEI Investments Co | 432,268 | $2,186 萬 | 0.02% | +28,392+7.0% | 加碼 |
| Alps Advisors Inc | 411,450 | $2,081 萬 | 0.12% | +101,025+32.5% | 加碼 |
| California Public Employees Retirement System | 392,977 | $1,987 萬 | 0.01% | −39,934−9.2% | 減碼 |
| Rhumbline Advisers | 386,790 | $1,956 萬 | 0.02% | −11,038−2.8% | 減碼 |
| Prevatt Capital Ltd | 350,000 | $1,770 萬 | 6.02% | −110,000−23.9% | 減碼 |
| Swedbank AB | 346,150 | $1,750 萬 | 0.02% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 326,100 | $1,649 萬 | 0.01% | +125,300+62.4% | 加碼 |
| Engineers Gate Manager LP | 316,492 | $1,601 萬 | 0.18% | +205,161+184.3% | 加碼 |
| Voya Investment Management LLC | 300,957 | $1,522 萬 | 0.02% | −48,668−13.9% | 減碼 |
| Principal Financial Group Inc | 297,286 | $1,503 萬 | 0.01% | −6,623−2.2% | 減碼 |
| Voloridge Investment Management, LLC | 284,908 | $1,441 萬 | 0.05% | −578,745−67.0% | 減碼 |
| Franklin Resources Inc | 2,439,476 | $1,387 萬 | 0.00% | +2,314,904+1,858.3% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 267,466 | $1,353 萬 | 0.04% | +169,562+173.2% | 加碼 |
| Legal & General Group Plc | 263,069 | $1,330 萬 | 0.00% | −23,468−8.2% | 減碼 |
| Woodline Partners LP | 260,532 | $1,318 萬 | 0.06% | +260,532 | 新進 |
| Swiss National Bank | 259,500 | $1,312 萬 | 0.01% | +3,800+1.5% | 加碼 |
| Millennium Management LLC | 228,003 | $1,153 萬 | 0.01% | −114,854−33.5% | 減碼 |
| Federated Hermes, Inc. | 227,797 | $1,152 萬 | 0.02% | +13,804+6.5% | 加碼 |
| Ameriprise Financial Inc | 224,484 | $1,136 萬 | 0.00% | +28,956+14.8% | 加碼 |
| Royce & Associates LP | 214,556 | $1,085 萬 | 0.11% | +135,100+170.0% | 加碼 |
| Treasurer of the State of North Carolina | 197,617 | $999.3 萬 | 0.03% | −2,441−1.2% | 減碼 |
| Kingsview Wealth Management, LLC | 193,262 | $977.3 萬 | 0.15% | +187,702+3,375.9% | 加碼 |
| Raymond James Financial Inc | 183,290 | $926.9 萬 | 0.00% | +7,086+4.0% | 加碼 |
| Man Group plc | 176,035 | $890.2 萬 | 0.02% | −183,427−51.0% | 減碼 |
| Midwest Trust Co | 173,770 | $878.8 萬 | 0.11% | −2,550−1.4% | 減碼 |
| Cambria Investment Management, L.P. | 173,329 | $876.5 萬 | 0.53% | −12,274−6.6% | 減碼 |
| Alliancebernstein L.P. | 172,440 | $872.0 萬 | 0.00% | −14,251−7.6% | 減碼 |
| Tectonic Advisors LLC | 169,753 | $858.4 萬 | 0.47% | +25,706+17.8% | 加碼 |
| CI Private Wealth, LLC | 167,984 | $849.5 萬 | 0.01% | +1,816+1.1% | 加碼 |
| Retirement Systems of Alabama | 161,868 | $818.6 萬 | 0.03% | −219,152−57.5% | 減碼 |
| Acadian Asset Management LLC | 160,228 | $809.8 萬 | 0.01% | −217,528−57.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 155,801 | $787.9 萬 | 0.01% | −14,374−8.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 154,582 | $781.7 萬 | 0.12% | +33,511+27.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $774.8 萬 | 0.01% | 00.0% | 不變 |
| Panagora Asset Management Inc | 150,299 | $760.1 萬 | 0.03% | +143,586+2,138.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 145,059 | $733.6 萬 | 0.01% | −16,094−10.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 144,124 | $728.8 萬 | 0.46% | −529−0.4% | 減碼 |
| New York State Teachers Retirement System | 143,333 | $724.8 萬 | 0.01% | −8,346−5.5% | 減碼 |
| Capital Fund Management S.A. | 139,971 | $707.8 萬 | 0.07% | +27,455+24.4% | 加碼 |
| Victory Capital Management Inc | 128,913 | $651.9 萬 | 0.00% | +51,689+66.9% | 加碼 |
| California State Teachers Retirement System | 128,307 | $648.8 萬 | 0.01% | +60.0% | 加碼 |
| Nordea Investment Management AB | 122,409 | $616.2 萬 | 0.01% | +6,389+5.5% | 加碼 |
| Brandywine Global Investment Management, LLC | 121,600 | $614.9 萬 | 0.04% | +40,001+49.0% | 加碼 |
| Nisa Investment Advisors, LLC | 119,483 | $609.2 萬 | 0.02% | +41,068+52.4% | 加碼 |
| ExodusPoint Capital Management, LP | 116,295 | $588.1 萬 | 0.08% | +116,295 | 新進 |
| Prudential Financial Inc | 115,057 | $581.8 萬 | 0.01% | +15,391+15.4% | 加碼 |
| Great West Life Assurance Co | 105,729 | $534.9 萬 | 0.01% | −1,911−1.8% | 減碼 |
| Cerity Partners LLC | 103,847 | $525.2 萬 | 0.01% | +7,936+8.3% | 加碼 |
| Morningstar Investment Management LLC | 103,578 | $523.8 萬 | 0.19% | +103,578 | 新進 |
| Ibex Wealth Advisors | 103,519 | $523.5 萬 | 0.50% | −97,806−48.6% | 減碼 |
| Jane Street Group, LLC | 102,266 | $517.2 萬 | 0.01% | −354,651−77.6% | 減碼 |
| Crawford Investment Counsel Inc | 101,125 | $511.4 萬 | 0.08% | +121+0.1% | 加碼 |
| Amundi | 99,840 | $508.2 萬 | 0.00% | +12,128+13.8% | 加碼 |
| Rodgers Brothers Inc. | 99,650 | $503.9 萬 | 0.62% | −250−0.3% | 減碼 |
| Renaissance Technologies LLC | 99,400 | $502.7 萬 | 0.01% | +99,400 | 新進 |
| Manufacturers Life Insurance Company, The | 96,819 | $489.6 萬 | 0.00% | −3,487−3.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 95,000 | $480.4 萬 | 0.06% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 94,876 | $479.8 萬 | 0.06% | +8,134+9.4% | 加碼 |
| Ruffer LLP | 91,950 | $465.0 萬 | 0.26% | −33,647−26.8% | 減碼 |
| American Century Companies Inc | 91,621 | $463.3 萬 | 0.00% | −167,824−64.7% | 減碼 |
| Creative Planning | 91,417 | $462.3 萬 | 0.00% | +9,616+11.8% | 加碼 |
| Schroder Investment Management Group | 85,684 | $433.6 萬 | 0.00% | −2,892−3.3% | 減碼 |