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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 685 | $3.46 萬 | 0.00% | +685 | 新進 |
| Penserra Capital Management LLC | 725 | $3.60 萬 | 0.00% | +8+1.1% | 加碼 |
| Wealthspire Advisors, LLC | 786 | $3.98 萬 | 0.00% | +786 | 新進 |
| Archer Investment Corp | 800 | $4.05 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 805 | $4.07 萬 | 0.00% | −266−24.8% | 減碼 |
| Nomura Asset Management Co Ltd | 830 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 840 | $4.25 萬 | 0.00% | +129+18.1% | 加碼 |
| Walleye Capital LLC | 860 | $4.35 萬 | 0.00% | −3,395−79.8% | 減碼 |
| SBI Securities Co., Ltd. | 871 | $4.40 萬 | 0.00% | +51+6.2% | 加碼 |
| Bogart Wealth, LLC | 886 | $4.48 萬 | 0.00% | +20+2.3% | 加碼 |
| Danske Bank A/S | 900 | $4.55 萬 | 0.00% | −118−11.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 935 | $4.73 萬 | 0.00% | −147−13.6% | 減碼 |
| Employees Retirement System of Texas | 1,000 | $5.10 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 1,042 | $5.27 萬 | 0.01% | +221+26.9% | 加碼 |
| Corsicana & Co. | 1,050 | $5.31 萬 | 0.03% | +1,050 | 新進 |
| Rothschild Investment LLC | 1,133 | $5.73 萬 | 0.00% | +1,133 | 新進 |
| Carolina Wealth Advisors, LLC | 1,136 | $5.74 萬 | 0.02% | +1,136 | 新進 |
| HM Payson & Co | 1,150 | $5.82 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,163 | $5.88 萬 | 0.01% | −1,120−49.1% | 減碼 |
| Richardson Financial Services Inc. | 1,285 | $6.50 萬 | 0.04% | −60−4.5% | 減碼 |
| Salem Investment Counselors Inc | 1,314 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 1,338 | $6.77 萬 | 0.00% | +112+9.1% | 加碼 |
| Hantz Financial Services, Inc. | 1,347 | $6.80 萬 | 0.00% | +1,100+445.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,357 | $6.90 萬 | 0.00% | +14+1.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,396 | $7.06 萬 | 0.00% | +482+52.7% | 加碼 |
| Covestor Ltd | 1,399 | $7.10 萬 | 0.04% | +286+25.7% | 加碼 |
| Parallel Advisors, LLC | 1,419 | $7.18 萬 | 0.00% | −107−7.0% | 減碼 |
| Group One Trading, L.P. | 1,468 | $7.42 萬 | 0.00% | +1,468 | 新進 |
| National Bank of Canada | 1,490 | $7.53 萬 | 0.00% | −92,707−98.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,500 | $7.58 萬 | 0.00% | +9+0.6% | 加碼 |
| Ci Investments Inc. | 1,503 | $7.60 萬 | 0.00% | −868−36.6% | 減碼 |
| Huntington National Bank | 1,571 | $7.94 萬 | 0.00% | +212+15.6% | 加碼 |
| Global Retirement Partners, LLC | 1,672 | $8.46 萬 | 0.00% | −245−12.8% | 減碼 |
| GAMMA Investing LLC | 1,862 | $9.42 萬 | 0.01% | −298−13.8% | 減碼 |
| Advisors Asset Management, Inc. | 1,902 | $9.62 萬 | 0.00% | −1,887−49.8% | 減碼 |
| North Star Investment Management Corp. | 1,983 | $10.0 萬 | 0.01% | +1+0.1% | 加碼 |
| Independence Bank of Kentucky | 2,000 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 2,108 | $10.6 萬 | 0.00% | +2,108 | 新進 |
| State of Wyoming | 2,220 | $11.2 萬 | 0.01% | −30−1.3% | 減碼 |
| Center for Financial Planning, Inc. | 2,303 | $11.6 萬 | 0.01% | 00.0% | 不變 |
| Abich Financial Wealth Management LLC | 2,338 | $11.8 萬 | 0.04% | +2,338 | 新進 |
| Medallion Wealth Advisors, LLC | 2,400 | $12.1 萬 | 0.04% | 00.0% | 不變 |
| Shell Asset Management Co | 2,493 | $12.6 萬 | 0.01% | −3,016−54.7% | 減碼 |
| TD Private Client Wealth LLC | 2,791 | $14.1 萬 | 0.00% | −5,923−68.0% | 減碼 |
| Quarry LP | 2,883 | $14.6 萬 | 0.04% | +2,413+513.4% | 加碼 |
| Bessemer Group Inc | 2,895 | $14.6 萬 | 0.00% | +659+29.5% | 加碼 |
| EMC Capital Management | 2,917 | $14.8 萬 | 0.07% | 00.0% | 不變 |
| STRS Ohio | 3,171 | $16.0 萬 | 0.00% | +2+0.1% | 加碼 |
| Advisory Services Network, LLC | 3,554 | $18.0 萬 | 0.00% | +3,554 | 新進 |
| New Vernon Capital Holdings II LLC | 3,763 | $19.0 萬 | 0.09% | +3,763 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 3,793 | $19.2 萬 | 0.00% | +1,048+38.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,835 | $19.4 萬 | 0.00% | +348+10.0% | 加碼 |
| KBC Group NV | 3,929 | $19.9 萬 | 0.00% | +542+16.0% | 加碼 |
| Andra AP-fonden | 3,982 | $20.1 萬 | 0.00% | −35,825−90.0% | 減碼 |
| 1620 Investment Advisors, Inc. | 3,986 | $20.2 萬 | 0.14% | −140−3.4% | 減碼 |
| CAPROCK Group, Inc. | 4,005 | $20.2 萬 | 0.00% | +4,005 | 新進 |
| Corient IA LLC | 4,000 | $20.2 萬 | 0.15% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 4,000 | $20.2 萬 | 0.00% | +4,000 | 新進 |
| Pallas Capital Advisors LLC | 4,007 | $20.3 萬 | 0.01% | +4,007 | 新進 |
| Keebeck Alpha, LP | 4,018 | $20.3 萬 | 0.28% | +4,018 | 新進 |
| Westshore Wealth, LLC | 4,060 | $20.5 萬 | 0.07% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 4,075 | $20.6 萬 | 0.02% | +221+5.7% | 加碼 |
| Thrive Wealth Management, LLC | 4,092 | $20.7 萬 | 0.03% | +38+0.9% | 加碼 |
| Armstrong Advisory Group, Inc | 4,110 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| Barnett & Company, Inc. | 4,120 | $20.8 萬 | 0.16% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 4,092 | $21.0 萬 | 0.01% | +4,092 | 新進 |
| Brown Brothers Harriman & Co | 4,180 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 4,195 | $21.2 萬 | 0.02% | +4,195 | 新進 |
| SageView Advisory Group, LLC | 4,213 | $21.3 萬 | 0.01% | −2,957−41.2% | 減碼 |
| Umb Bank N A | 4,220 | $21.3 萬 | 0.00% | −734−14.8% | 減碼 |
| Essential Partners LLC | 4,350 | $22.0 萬 | 0.07% | +4,216+3,146.3% | 加碼 |
| CIBC Asset Management Inc | 4,364 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 4,408 | $22.3 萬 | 0.00% | +120+2.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,432 | $22.4 萬 | 0.01% | −90−2.0% | 減碼 |
| Vise Technologies, Inc. | 4,486 | $22.7 萬 | 0.01% | +311+7.4% | 加碼 |
| D.A. Davidson & Co. | 4,518 | $22.9 萬 | 0.00% | +191+4.4% | 加碼 |
| Intrust Bank NA | 4,565 | $23.1 萬 | 0.02% | −238−5.0% | 減碼 |
| NDVR, Inc. | 4,593 | $23.2 萬 | 0.19% | −231−4.8% | 減碼 |
| Prelude Capital Management, LLC | 4,656 | $23.5 萬 | 0.02% | +4,656 | 新進 |
| Brighton Jones LLC | 4,685 | $23.7 萬 | 0.01% | +4,685 | 新進 |
| Wolverine Trading, LLC | 4,742 | $24.0 萬 | 0.00% | +4,742 | 新進 |
| Shelton Capital Management | 4,748 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 4,700 | $24.0 萬 | 0.04% | −800−14.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 4,800 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 4,956 | $25.1 萬 | 0.01% | +3+0.1% | 加碼 |
| Sound Income Strategies, LLC | 5,052 | $25.1 萬 | 0.01% | −497−9.0% | 減碼 |
| Taylor Hoffman Capital Management LLC | 4,972 | $25.1 萬 | 0.08% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 4,990 | $25.2 萬 | 0.11% | +10.0% | 加碼 |
| Everett Harris & Co | 5,000 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Roof Eidam & Maycock | 5,000 | $25.3 萬 | 0.06% | 00.0% | 不變 |
| LBMC Investment Advisors, LLC | 5,000 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 5,000 | $25.3 萬 | 0.03% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 5,006 | $25.3 萬 | 0.00% | −176−3.4% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 5,045 | $25.5 萬 | 0.05% | +3,575+243.2% | 加碼 |
| Rockefeller Capital Management L.P. | 5,048 | $25.5 萬 | 0.00% | −38,080−88.3% | 減碼 |
| SG Americas Securities, LLC | 5,138 | $26.0 萬 | 0.00% | +120+2.4% | 加碼 |
| Banque Cantonale Vaudoise | 5,324 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Lindenwold Advisors | 5,402 | $27.3 萬 | 0.13% | +35+0.7% | 加碼 |
| HB Wealth Management, LLC | 5,420 | $27.4 萬 | 0.00% | +1,212+28.8% | 加碼 |
| J.W. Cole Advisors, Inc. | 5,529 | $28.0 萬 | 0.01% | +18+0.3% | 加碼 |