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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 5,574 | $28.2 萬 | 0.01% | −1,862−25.0% | 減碼 |
| Arnhold LLC | 5,600 | $28.3 萬 | 0.02% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 5,623 | $28.4 萬 | 0.00% | −37,631−87.0% | 減碼 |
| ProShare Advisors LLC | 5,694 | $28.8 萬 | 0.00% | −242−4.1% | 減碼 |
| DGS Capital Management, LLC | 5,776 | $29.2 萬 | 0.05% | +486+9.2% | 加碼 |
| Corton Capital Inc. | 5,822 | $29.4 萬 | 0.72% | +5,822 | 新進 |
| Allworth Financial LP | 5,825 | $29.5 萬 | 0.00% | +846+17.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 5,819 | $29.7 萬 | 0.01% | +39+0.7% | 加碼 |
| Buckingham Strategic Partners | 6,158 | $29.8 萬 | 0.00% | +6,158 | 新進 |
| Algert Global LLC | 5,940 | $30.0 萬 | 0.01% | −24,260−80.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,966 | $30.2 萬 | 0.01% | +1,687+39.4% | 加碼 |
| Quadrant Capital Group LLC | 5,971 | $30.2 萬 | 0.01% | −773−11.5% | 減碼 |
| Fox Run Management, L.L.C. | 6,053 | $30.6 萬 | 0.05% | −15,695−72.2% | 減碼 |
| Swiss Life Asset Management Ltd | 6,078 | $30.7 萬 | 0.00% | +6,078 | 新進 |
| Quest Partners LLC | 6,090 | $30.8 萬 | 0.02% | +6,090 | 新進 |
| Hancock Whitney Corp | 6,103 | $30.9 萬 | 0.01% | −7,423−54.9% | 減碼 |
| Waldron Private Wealth LLC | 6,075 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| Scientech Research LLC | 6,176 | $31.2 萬 | 0.11% | +6,176 | 新進 |
| MOKAN Wealth Management Inc. | 6,240 | $31.6 萬 | 0.16% | +41+0.7% | 加碼 |
| Prosperity Consulting Group, LLC | 6,257 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| Natixis | 6,297 | $31.8 萬 | 0.00% | −26,023−80.5% | 減碼 |
| Silver Coast Investments LLC | 6,428 | $32.5 萬 | 0.11% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 6,486 | $32.8 萬 | 0.01% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 6,495 | $32.8 萬 | 0.01% | +611+10.4% | 加碼 |
| Focus Financial Network, Inc. | 6,633 | $33.5 萬 | 0.01% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 6,715 | $34.0 萬 | 0.01% | +6,715 | 新進 |
| Leuthold Group, LLC | 6,718 | $34.0 萬 | 0.04% | 00.0% | 不變 |
| Park Avenue Securities LLC | 6,764 | $34.2 萬 | 0.00% | +6,764 | 新進 |
| PharVision Advisers, LLC | 6,775 | $34.3 萬 | 0.19% | +6,775 | 新進 |
| Sterling Capital Management LLC | 6,849 | $34.6 萬 | 0.01% | −1,498−17.9% | 減碼 |
| Utah Retirement Systems | 7,009 | $35.4 萬 | 0.00% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 7,096 | $35.9 萬 | 0.02% | −102−1.4% | 減碼 |
| Brinker Capital Investments, LLC | 7,103 | $35.9 萬 | 0.00% | +1,820+34.5% | 加碼 |
| Counterpoint Mutual Funds LLC | 7,122 | $36.0 萬 | 0.03% | +7,122 | 新進 |
| Moody Lynn & Lieberson, LLC | 7,339 | $37.1 萬 | 0.02% | +180+2.5% | 加碼 |
| Park National Corp | 7,361 | $37.2 萬 | 0.01% | +846+13.0% | 加碼 |
| TCM Advisors, LLC | – | $37.4 萬 | 0.32% | – | – |
| DRW Securities, LLC | 7,593 | $38.7 萬 | 0.02% | +7,593 | 新進 |
| Paradigm Financial Partners, LLC | 7,739 | $39.1 萬 | 0.04% | −680−8.1% | 減碼 |
| Krilogy Financial LLC | 7,991 | $40.4 萬 | 0.02% | +7,991 | 新進 |
| Bank of Nova Scotia | 8,021 | $40.6 萬 | 0.00% | −43,050−84.3% | 減碼 |
| Boothbay Fund Management, LLC | 8,113 | $41.0 萬 | 0.01% | +8,113 | 新進 |
| Aigen Investment Management, LP | 8,164 | $41.3 萬 | 0.06% | +8,164 | 新進 |
| Gsa Capital Partners LLP | 8,269 | $41.8 萬 | 0.03% | +1,884+29.5% | 加碼 |
| Harbour Investments, Inc. | 8,328 | $42.1 萬 | 0.01% | +1,719+26.0% | 加碼 |
| Advisors Capital Management, LLC | 8,350 | $42.2 萬 | 0.01% | −22−0.3% | 減碼 |
| Ronald Blue Trust, Inc. | 8,446 | $42.7 萬 | 0.00% | −526−5.9% | 減碼 |
| Tradewinds, LLC. | 8,581 | $43.4 萬 | 0.11% | +8,581 | 新進 |
| Captrust Financial Advisors | 8,607 | $43.5 萬 | 0.00% | +3,467+67.5% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 8,613 | $43.6 萬 | 0.02% | −73−0.8% | 減碼 |
| Occudo Quantitative Strategies LP | 8,922 | $45.1 萬 | 0.05% | +8,922 | 新進 |
| Boston Family Office LLC | 9,000 | $45.5 萬 | 0.03% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 9,005 | $45.5 萬 | 0.12% | +326+3.8% | 加碼 |
| Pinebridge Investments, L.P. | 9,108 | $46.1 萬 | 0.00% | −20,925−69.7% | 減碼 |
| Fulton Breakefield Broenniman LLC | 9,110 | $46.1 萬 | 0.03% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 9,216 | $46.6 萬 | 0.00% | +9,216 | 新進 |
| Brown Advisory Inc | 9,256 | $46.8 萬 | 0.00% | −58−0.6% | 減碼 |
| SRS Capital Advisors, Inc. | 9,616 | $48.6 萬 | 0.01% | +7,079+279.0% | 加碼 |
| Chesley Taft & Associates LLC | 9,661 | $48.9 萬 | 0.02% | −125−1.3% | 減碼 |
| denkapparat Operations GmbH | 9,794 | $49.5 萬 | 0.32% | +9,794 | 新進 |
| FORA Capital, LLC | 9,821 | $49.7 萬 | 0.09% | +9,821 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 9,988 | $50.5 萬 | 0.16% | 00.0% | 不變 |
| Securian Asset Management, Inc | 10,026 | $50.7 萬 | 0.01% | −139−1.4% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $51.0 萬 | 0.01% | 00.0% | 不變 |
| Wedmont Private Capital | 10,408 | $52.7 萬 | 0.02% | +1,195+13.0% | 加碼 |
| Convergence Financial, LLC | 10,491 | $53.1 萬 | 0.08% | +2,973+39.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 10,539 | $53.3 萬 | 0.00% | +8,879+534.9% | 加碼 |
| Aviso Wealth Management | 10,561 | $53.4 萬 | 0.23% | −1,356−11.4% | 減碼 |
| Credit Industriel Et Commercial | 10,604 | $53.6 萬 | 0.09% | +1,111+11.7% | 加碼 |
| CWC Advisors, LLC. | 10,674 | $54.0 萬 | 0.26% | +64+0.6% | 加碼 |
| Fifth Third Bancorp | 10,765 | $54.4 萬 | 0.00% | −103−0.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,874 | $55.0 萬 | 0.00% | −9,602−46.9% | 減碼 |
| AE Wealth Management LLC | 10,987 | $55.6 萬 | 0.00% | +1,600+17.0% | 加碼 |
| Semanteon Capital Management, LP | 11,135 | $56.3 萬 | 0.71% | +11,135 | 新進 |
| Horizon Investments, LLC | 11,238 | $56.8 萬 | 0.01% | −27,318−70.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 11,739 | $59.4 萬 | 0.04% | −78,149−86.9% | 減碼 |
| RMB Capital Management, LLC | 11,860 | $60.5 萬 | 0.01% | +149+1.3% | 加碼 |
| WBI Investments | 12,122 | $61.3 萬 | 0.16% | −6,835−36.1% | 減碼 |
| Journey Strategic Wealth LLC | 12,128 | $61.3 萬 | 0.02% | −1,043−7.9% | 減碼 |
| Toroso Investments, LLC | 12,146 | $61.4 萬 | 0.00% | −3,575−22.7% | 減碼 |
| Merit Financial Group, LLC | 12,338 | $62.4 萬 | 0.01% | +3,482+39.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 12,350 | $62.5 萬 | 0.01% | −22,556−64.6% | 減碼 |
| FIL Ltd | 12,566 | $63.5 萬 | 0.00% | −580−4.4% | 減碼 |
| US Bancorp | 12,601 | $63.7 萬 | 0.00% | +261+2.1% | 加碼 |
| Ascent Group, LLC | 13,126 | $66.4 萬 | 0.02% | −3,385−20.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,136 | $66.4 萬 | 0.00% | +30.0% | 加碼 |
| RSM US Wealth Management LLC | 13,088 | $66.9 萬 | 0.01% | −4,355−25.0% | 減碼 |
| Neuberger Berman Group LLC | 13,306 | $67.3 萬 | 0.00% | −15,565−53.9% | 減碼 |
| New York Life Investment Management LLC | 13,462 | $68.1 萬 | 0.01% | −434−3.1% | 減碼 |
| Farther Finance Advisors, LLC | 13,756 | $69.6 萬 | 0.01% | −2,532−15.5% | 減碼 |
| South Dakota Investment Council | 13,801 | $69.8 萬 | 0.01% | −1,500−9.8% | 減碼 |
| Guggenheim Capital LLC | 14,048 | $71.0 萬 | 0.01% | +4,196+42.6% | 加碼 |
| Susquehanna International Group, LLP | 14,253 | $72.1 萬 | 0.00% | −5,269−27.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 14,290 | $72.3 萬 | 0.00% | 00.0% | 不變 |
| Range Financial Group LLC | 14,365 | $72.6 萬 | 0.26% | −178−1.2% | 減碼 |
| Armistice Capital, LLC | 14,506 | $73.4 萬 | 0.02% | +14,506 | 新進 |
| Diversified Trust Co | 14,510 | $73.4 萬 | 0.01% | +8,928+159.9% | 加碼 |
| Integrated Wealth Concepts LLC | 14,572 | $73.7 萬 | 0.01% | +14,572 | 新進 |
| Claret Asset Management Corp | 14,714 | $74.4 萬 | 0.09% | −160−1.1% | 減碼 |
| Jones Financial Companies LLLP | 14,802 | $74.5 萬 | 0.00% | +1,178+8.6% | 加碼 |