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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 45,902 | $232.1 萬 | 0.06% | −44,733−49.4% | 減碼 |
| Auxier Asset Management | 46,037 | $232.8 萬 | 0.33% | −222−0.5% | 減碼 |
| Public Employees Retirement System of Ohio | 46,171 | $233.5 萬 | 0.01% | +286+0.6% | 加碼 |
| Stifel Financial Corp | 46,820 | $236.8 萬 | 0.00% | +2,570+5.8% | 加碼 |
| KLP Kapitalforvaltning AS | 47,100 | $239.9 萬 | 0.01% | +4,600+10.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 47,628 | $240.9 萬 | 0.02% | 00.0% | 不變 |
| Mariner, LLC | 47,944 | $242.5 萬 | 0.00% | +12,893+36.8% | 加碼 |
| Jain Global LLC | 48,207 | $243.8 萬 | 0.03% | +43,037+832.4% | 加碼 |
| CBOE Vest Financial, LLC | 50,892 | $257.4 萬 | 0.03% | +15,851+45.2% | 加碼 |
| GWM Advisors LLC | 52,078 | $263.4 萬 | 0.01% | +16,911+48.1% | 加碼 |
| Rings Capital Management LLC | 53,000 | $268.0 萬 | 1.26% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 53,120 | $268.6 萬 | 0.00% | −562,706−91.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 54,106 | $273.6 萬 | 0.04% | +23,927+79.3% | 加碼 |
| Wells Fargo & Company | 54,130 | $273.7 萬 | 0.00% | −16,550−23.4% | 減碼 |
| Comerica Bank | 54,735 | $276.8 萬 | 0.01% | −52,247−48.8% | 減碼 |
| Bank of Montreal | 55,225 | $279.3 萬 | 0.00% | −92,696−62.7% | 減碼 |
| State of Tennessee, Treasury Department | 55,436 | $280.3 萬 | 0.01% | 00.0% | 不變 |
| Round Hill Asset Management | 55,506 | $280.7 萬 | 1.85% | −225−0.4% | 減碼 |
| State of Alaska, Department of Revenue | 57,633 | $291.3 萬 | 0.03% | −335−0.6% | 減碼 |
| Quantinno Capital Management LP | 57,936 | $293.0 萬 | 0.01% | −16,056−21.7% | 減碼 |
| Redwood Investment Management, LLC | 63,181 | $294.4 萬 | 0.32% | −24,268−27.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 59,089 | $298.8 萬 | 0.02% | +8,536+16.9% | 加碼 |
| Janus Henderson Group PLC | 61,188 | $309.5 萬 | 0.00% | −288,088−82.5% | 減碼 |
| Wedge Capital Management L L P | 61,281 | $309.9 萬 | 0.05% | −676,716−91.7% | 減碼 |
| Mutual of America Capital Management LLC | 61,829 | $312.7 萬 | 0.03% | −4,749−7.1% | 減碼 |
| Amalgamated Bank | 62,547 | $316.3 萬 | 0.02% | −33−0.1% | 減碼 |
| Intech Investment Management LLC | 62,614 | $316.6 萬 | 0.03% | −27,151−30.2% | 減碼 |
| Agf Management Ltd | 65,115 | $329.3 萬 | 0.01% | +11,851+22.2% | 加碼 |
| Kendall Capital Management | 65,235 | $329.9 萬 | 0.74% | +2,815+4.5% | 加碼 |
| HSBC Holdings PLC | 66,743 | $337.6 萬 | 0.00% | −97,821−59.4% | 減碼 |
| LPL Financial LLC | 66,788 | $337.7 萬 | 0.00% | +3,430+5.4% | 加碼 |
| Storebrand Asset Management AS | 68,181 | $344.8 萬 | 0.01% | −40,000−37.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 68,866 | $348.3 萬 | 0.02% | −7,153−9.4% | 減碼 |
| MetLife Investment Management | 69,849 | $353.2 萬 | 0.02% | +69,849 | 新進 |
| Empowered Funds, LLC | 70,155 | $354.8 萬 | 0.04% | +1,732+2.5% | 加碼 |
| Quantbot Technologies LP | 71,856 | $363.4 萬 | 0.10% | +50,715+239.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 73,599 | $372.2 萬 | 0.01% | −24,535−25.0% | 減碼 |
| Janney Montgomery Scott LLC | 74,479 | $376.6 萬 | 0.01% | +6,741+10.0% | 加碼 |
| HRT Financial LP | 74,988 | $379.2 萬 | 0.01% | +17,535+30.5% | 加碼 |
| Two Sigma Investments, LP | 75,589 | $382.3 萬 | 0.01% | −77,636−50.7% | 減碼 |
| State of Wisconsin Investment Board | 77,256 | $390.7 萬 | 0.01% | −1,587−2.0% | 減碼 |
| Seizert Capital Partners, LLC | 80,349 | $406.3 萬 | 0.18% | +80,349 | 新進 |
| Truist Financial Corp | 81,566 | $412.5 萬 | 0.01% | −732,332−90.0% | 減碼 |
| New York State Common Retirement Fund | 81,979 | $414.6 萬 | 0.01% | −2,000−2.4% | 減碼 |
| Schroder Investment Management Group | 85,684 | $433.6 萬 | 0.00% | −2,892−3.3% | 減碼 |
| Creative Planning | 91,417 | $462.3 萬 | 0.00% | +9,616+11.8% | 加碼 |
| American Century Companies Inc | 91,621 | $463.3 萬 | 0.00% | −167,824−64.7% | 減碼 |
| Ruffer LLP | 91,950 | $465.0 萬 | 0.26% | −33,647−26.8% | 減碼 |
| Illinois Municipal Retirement Fund | 94,876 | $479.8 萬 | 0.06% | +8,134+9.4% | 加碼 |
| Segall Bryant & Hamill, LLC | 95,000 | $480.4 萬 | 0.06% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 96,819 | $489.6 萬 | 0.00% | −3,487−3.5% | 減碼 |
| Renaissance Technologies LLC | 99,400 | $502.7 萬 | 0.01% | +99,400 | 新進 |
| Rodgers Brothers Inc. | 99,650 | $503.9 萬 | 0.62% | −250−0.3% | 減碼 |
| Amundi | 99,840 | $508.2 萬 | 0.00% | +12,128+13.8% | 加碼 |
| Crawford Investment Counsel Inc | 101,125 | $511.4 萬 | 0.08% | +121+0.1% | 加碼 |
| Jane Street Group, LLC | 102,266 | $517.2 萬 | 0.01% | −354,651−77.6% | 減碼 |
| Ibex Wealth Advisors | 103,519 | $523.5 萬 | 0.50% | −97,806−48.6% | 減碼 |
| Morningstar Investment Management LLC | 103,578 | $523.8 萬 | 0.19% | +103,578 | 新進 |
| Cerity Partners LLC | 103,847 | $525.2 萬 | 0.01% | +7,936+8.3% | 加碼 |
| Great West Life Assurance Co | 105,729 | $534.9 萬 | 0.01% | −1,911−1.8% | 減碼 |
| Prudential Financial Inc | 115,057 | $581.8 萬 | 0.01% | +15,391+15.4% | 加碼 |
| ExodusPoint Capital Management, LP | 116,295 | $588.1 萬 | 0.08% | +116,295 | 新進 |
| Nisa Investment Advisors, LLC | 119,483 | $609.2 萬 | 0.02% | +41,068+52.4% | 加碼 |
| Brandywine Global Investment Management, LLC | 121,600 | $614.9 萬 | 0.04% | +40,001+49.0% | 加碼 |
| Nordea Investment Management AB | 122,409 | $616.2 萬 | 0.01% | +6,389+5.5% | 加碼 |
| California State Teachers Retirement System | 128,307 | $648.8 萬 | 0.01% | +60.0% | 加碼 |
| Victory Capital Management Inc | 128,913 | $651.9 萬 | 0.00% | +51,689+66.9% | 加碼 |
| Capital Fund Management S.A. | 139,971 | $707.8 萬 | 0.07% | +27,455+24.4% | 加碼 |
| New York State Teachers Retirement System | 143,333 | $724.8 萬 | 0.01% | −8,346−5.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 144,124 | $728.8 萬 | 0.46% | −529−0.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 145,059 | $733.6 萬 | 0.01% | −16,094−10.0% | 減碼 |
| Panagora Asset Management Inc | 150,299 | $760.1 萬 | 0.03% | +143,586+2,138.9% | 加碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $774.8 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 154,582 | $781.7 萬 | 0.12% | +33,511+27.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 155,801 | $787.9 萬 | 0.01% | −14,374−8.4% | 減碼 |
| Acadian Asset Management LLC | 160,228 | $809.8 萬 | 0.01% | −217,528−57.6% | 減碼 |
| Retirement Systems of Alabama | 161,868 | $818.6 萬 | 0.03% | −219,152−57.5% | 減碼 |
| CI Private Wealth, LLC | 167,984 | $849.5 萬 | 0.01% | +1,816+1.1% | 加碼 |
| Tectonic Advisors LLC | 169,753 | $858.4 萬 | 0.47% | +25,706+17.8% | 加碼 |
| Alliancebernstein L.P. | 172,440 | $872.0 萬 | 0.00% | −14,251−7.6% | 減碼 |
| Cambria Investment Management, L.P. | 173,329 | $876.5 萬 | 0.53% | −12,274−6.6% | 減碼 |
| Midwest Trust Co | 173,770 | $878.8 萬 | 0.11% | −2,550−1.4% | 減碼 |
| Man Group plc | 176,035 | $890.2 萬 | 0.02% | −183,427−51.0% | 減碼 |
| Raymond James Financial Inc | 183,290 | $926.9 萬 | 0.00% | +7,086+4.0% | 加碼 |
| Kingsview Wealth Management, LLC | 193,262 | $977.3 萬 | 0.15% | +187,702+3,375.9% | 加碼 |
| Treasurer of the State of North Carolina | 197,617 | $999.3 萬 | 0.03% | −2,441−1.2% | 減碼 |
| Royce & Associates LP | 214,556 | $1,085 萬 | 0.11% | +135,100+170.0% | 加碼 |
| Ameriprise Financial Inc | 224,484 | $1,136 萬 | 0.00% | +28,956+14.8% | 加碼 |
| Federated Hermes, Inc. | 227,797 | $1,152 萬 | 0.02% | +13,804+6.5% | 加碼 |
| Millennium Management LLC | 228,003 | $1,153 萬 | 0.01% | −114,854−33.5% | 減碼 |
| Swiss National Bank | 259,500 | $1,312 萬 | 0.01% | +3,800+1.5% | 加碼 |
| Woodline Partners LP | 260,532 | $1,318 萬 | 0.06% | +260,532 | 新進 |
| Legal & General Group Plc | 263,069 | $1,330 萬 | 0.00% | −23,468−8.2% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 267,466 | $1,353 萬 | 0.04% | +169,562+173.2% | 加碼 |
| Franklin Resources Inc | 2,439,476 | $1,387 萬 | 0.00% | +2,314,904+1,858.3% | 加碼 |
| Voloridge Investment Management, LLC | 284,908 | $1,441 萬 | 0.05% | −578,745−67.0% | 減碼 |
| Principal Financial Group Inc | 297,286 | $1,503 萬 | 0.01% | −6,623−2.2% | 減碼 |
| Voya Investment Management LLC | 300,957 | $1,522 萬 | 0.02% | −48,668−13.9% | 減碼 |
| Engineers Gate Manager LP | 316,492 | $1,601 萬 | 0.18% | +205,161+184.3% | 加碼 |
| Canada Pension Plan Investment Board | 326,100 | $1,649 萬 | 0.01% | +125,300+62.4% | 加碼 |