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 |
|---|---|---|---|---|---|
| Limestone Investment Advisors LP | 14,846 | $75.1 萬 | 0.34% | +14,846 | 新進 |
| RBF Capital, LLC | 15,000 | $75.9 萬 | 0.03% | 00.0% | 不變 |
| MML Investors Services, LLC | 15,175 | $76.7 萬 | 0.00% | −137−0.9% | 減碼 |
| Legacy Bridge, LLC | 15,265 | $77.2 萬 | 0.32% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 15,786 | $79.8 萬 | 0.00% | −16,498−51.1% | 減碼 |
| Exchange Traded Concepts, LLC | 15,789 | $79.8 萬 | 0.01% | +15,789 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 15,912 | $80.5 萬 | 0.00% | −3,415−17.7% | 減碼 |
| Ifrah Financial Services, Inc. | 16,432 | $83.1 萬 | 0.22% | −68−0.4% | 減碼 |
| Versor Investments LP | 16,636 | $84.1 萬 | 0.15% | +16,636 | 新進 |
| Dark Forest Capital Management LP | 16,777 | $84.8 萬 | 0.03% | +16,777 | 新進 |
| Advisory Research Inc | 16,837 | $85.1 萬 | 0.11% | +617+3.8% | 加碼 |
| Rockland Trust Co | 16,866 | $85.3 萬 | 0.03% | 00.0% | 不變 |
| JustInvest LLC | 16,964 | $85.8 萬 | 0.01% | −280−1.6% | 減碼 |
| Baird Financial Group, Inc. | 17,239 | $87.2 萬 | 0.00% | +1,686+10.8% | 加碼 |
| Xponance, Inc. | 17,403 | $88.0 萬 | 0.01% | +223+1.3% | 加碼 |
| GenTrust, LLC | 17,412 | $88.1 萬 | 0.04% | +17,412 | 新進 |
| MSH Capital Advisors LLC | 17,734 | $89.7 萬 | 0.24% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 17,771 | $89.9 萬 | 0.12% | +2,090+13.3% | 加碼 |
| Wealthfront Advisers LLC | 17,795 | $90.0 萬 | 0.00% | −330−1.8% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $91.0 萬 | 0.10% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 18,258 | $92.3 萬 | 0.06% | −1,000−5.2% | 減碼 |
| Kessler Investment Group, LLC | 18,334 | $92.7 萬 | 0.40% | +72+0.4% | 加碼 |
| Colony Group, LLC | 18,303 | $93.0 萬 | 0.00% | −832−4.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,490 | $93.5 萬 | 0.00% | −101−0.5% | 減碼 |
| Verition Fund Management LLC | 18,563 | $93.9 萬 | 0.01% | −74,174−80.0% | 減碼 |
| Picton Mahoney Asset Management | 18,915 | $95.6 萬 | 0.01% | +8,364+79.3% | 加碼 |
| Convergence Investment Partners, LLC | 18,959 | $95.9 萬 | 0.22% | +53+0.3% | 加碼 |
| HighTower Advisors, LLC | 19,072 | $96.5 萬 | 0.00% | +4,109+27.5% | 加碼 |
| Advisor Group Holdings, Inc. | 19,337 | $97.7 萬 | 0.00% | −1,523−7.3% | 減碼 |
| ISAM Funds (UK) Ltd | 19,338 | $97.8 萬 | 0.20% | +19,338 | 新進 |
| Ethic Inc. | 19,719 | $99.7 萬 | 0.02% | −884−4.3% | 減碼 |
| Pictet Asset Management Holding SA | 19,732 | $99.8 萬 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 19,900 | $100.6 萬 | 0.00% | 00.0% | 不變 |
| Ceera Investments, LLC | 20,510 | $103.7 萬 | 0.32% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 20,808 | $105.2 萬 | 0.01% | −2,244−9.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 22,187 | $112.2 萬 | 0.00% | −1,832−7.6% | 減碼 |
| Summit Trail Advisors, LLC | 22,930 | $116.1 萬 | 0.02% | +22,930 | 新進 |
| Freestone Grove Partners LP | 22,988 | $116.3 萬 | 0.01% | +22,988 | 新進 |
| Vestcor Inc | 23,194 | $117.3 萬 | 0.04% | +6,852+41.9% | 加碼 |
| Huber Capital Management LLC | 23,200 | $117.3 萬 | 0.19% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 23,233 | $117.5 萬 | 0.41% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 24,000 | $121.3 萬 | 0.36% | 00.0% | 不變 |
| Oak Thistle LLC | 24,559 | $124.2 萬 | 0.19% | +24,559 | 新進 |
| Martingale Asset Management L P | 24,646 | $124.6 萬 | 0.03% | −327−1.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 25,096 | $126.9 萬 | 0.04% | −898−3.5% | 減碼 |
| Sovereign's Capital Management, LLC | 26,063 | $131.8 萬 | 0.72% | +200+0.8% | 加碼 |
| Measured Wealth Private Client Group, LLC | 26,535 | $134.2 萬 | 0.36% | +679+2.6% | 加碼 |
| Jefferies Financial Group Inc. | 26,813 | $135.6 萬 | 0.01% | +26,813 | 新進 |
| Oregon Public Employees Retirement Fund | 26,924 | $136.2 萬 | 0.02% | −500−1.8% | 減碼 |
| First Citizens Bank & Trust Co | 27,305 | $138.1 萬 | 0.03% | +674+2.5% | 加碼 |
| XTX Topco Ltd | 27,529 | $139.2 萬 | 0.07% | −5,014−15.4% | 減碼 |
| New Mexico Educational Retirement Board | 27,800 | $140.6 萬 | 0.04% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 28,294 | $143.1 萬 | 0.06% | −890−3.0% | 減碼 |
| Kestra Advisory Services, LLC | 28,414 | $143.7 萬 | 0.01% | −155−0.5% | 減碼 |
| Gallacher Capital Management LLC | 28,425 | $143.7 萬 | 0.57% | +19,923+234.3% | 加碼 |
| Mackenzie Financial Corp | 28,452 | $143.9 萬 | 0.00% | −78,541−73.4% | 減碼 |
| Kennondale Capital Management LLC | 29,286 | $148.1 萬 | 1.13% | 00.0% | 不變 |
| Castlekeep Investment Advisors LLC | 29,665 | $150.0 萬 | 0.70% | +5,960+25.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 29,841 | $150.9 萬 | 0.02% | −50−0.2% | 減碼 |
| Thrivent Financial for Lutherans | 30,758 | $155.5 萬 | 0.00% | −764−2.4% | 減碼 |
| Linden Thomas Advisory Services, LLC | 31,007 | $156.8 萬 | 0.16% | +815+2.7% | 加碼 |
| Ritholtz Wealth Management | 31,128 | $157.4 萬 | 0.03% | −1,153−3.6% | 減碼 |
| Omers Administration Corp | 31,336 | $158.5 萬 | 0.01% | 00.0% | 不變 |
| LGT Group Foundation | 31,386 | $160.4 萬 | 0.02% | +3,097+10.9% | 加碼 |
| State of Michigan Retirement System | 31,868 | $161.2 萬 | 0.01% | −300−0.9% | 減碼 |
| Vident Advisory, LLC | 32,516 | $164.4 萬 | 0.02% | +9,179+39.3% | 加碼 |
| Squarepoint Ops LLC | 32,850 | $166.1 萬 | 0.00% | +32,850 | 新進 |
| Virginia Retirement Systems Et Al | 33,400 | $168.9 萬 | 0.01% | −5,400−13.9% | 減碼 |
| Handelsbanken Fonder AB | 33,600 | $169.9 萬 | 0.01% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 34,161 | $172.8 萬 | 0.06% | +4,600+15.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 34,360 | $173.8 萬 | 0.01% | −38−0.1% | 減碼 |
| Pathstone Holdings, LLC | 34,381 | $174.6 萬 | 0.01% | −88−0.3% | 減碼 |
| M&T Bank Corp | 34,605 | $175.0 萬 | 0.01% | −1,754−4.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 34,613 | $175.0 萬 | 0.06% | −779−2.2% | 減碼 |
| Human Investing LLC | 35,261 | $178.3 萬 | 0.26% | −1,889−5.1% | 減碼 |
| Cetera Investment Advisers | 35,507 | $179.6 萬 | 0.00% | +2,952+9.1% | 加碼 |
| Ensign Peak Advisors, Inc | 35,682 | $180.4 萬 | 0.00% | −4,610−11.4% | 減碼 |
| SummitTX Capital, L.P. | 36,088 | $182.5 萬 | 0.08% | +21,146+141.5% | 加碼 |
| Teacher Retirement System of Texas | 37,198 | $188.1 萬 | 0.01% | −3,654−8.9% | 減碼 |
| Louisiana State Employees Retirement System | 37,300 | $188.6 萬 | 0.03% | −400−1.1% | 減碼 |
| Cunning Capital Partners, LP | 37,360 | $188.9 萬 | 0.88% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 37,475 | $189.5 萬 | 0.00% | −57,369−60.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 38,489 | $195.0 萬 | 0.00% | +9,135+31.1% | 加碼 |
| Weiss Asset Management LP | 38,610 | $195.3 萬 | 0.03% | +38,610 | 新進 |
| Aurora Investment Counsel | 38,621 | $195.3 萬 | 1.02% | −17,405−31.1% | 減碼 |
| Arizona State Retirement System | 39,616 | $200.3 萬 | 0.01% | +553+1.4% | 加碼 |
| Russell Investments Group, Ltd. | 40,515 | $204.9 萬 | 0.00% | −73,190−64.4% | 減碼 |
| Mercer Global Advisors Inc | 40,632 | $205.5 萬 | 0.00% | +10,031+32.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 41,439 | $209.6 萬 | 0.01% | −3,506−7.8% | 減碼 |
| Citigroup Inc | 41,594 | $210.3 萬 | 0.00% | +14,028+50.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,601 | $210.4 萬 | 0.00% | +3,604+9.5% | 加碼 |
| Optimist Retirement Group LLC | 41,765 | $211.2 萬 | 0.95% | +530+1.3% | 加碼 |
| Yousif Capital Management, LLC | 42,210 | $213.5 萬 | 0.02% | −3,218−7.1% | 減碼 |
| Commonwealth Equity Services, LLC | 43,033 | $217.6 萬 | 0.00% | +2,720+6.7% | 加碼 |
| Commerce Bank | 43,703 | $221.0 萬 | 0.01% | +593+1.4% | 加碼 |
| Burney Co | 43,896 | $222.0 萬 | 0.07% | −1,946−4.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 44,381 | $224.4 萬 | 0.11% | +44,381 | 新進 |
| Tealwood Asset Management Inc | 44,976 | $227.4 萬 | 0.92% | −1,025−2.2% | 減碼 |
| Deutsche Bank AG | 45,223 | $228.7 萬 | 0.00% | +1,903+4.4% | 加碼 |
| CWM, LLC | 45,257 | $228.9 萬 | 0.01% | +30,098+198.5% | 加碼 |