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 |
|---|---|---|---|---|---|
| Swedbank AB | 346,150 | $1,750 萬 | 0.02% | 00.0% | 不變 |
| Prevatt Capital Ltd | 350,000 | $1,770 萬 | 6.02% | −110,000−23.9% | 減碼 |
| Rhumbline Advisers | 386,790 | $1,956 萬 | 0.02% | −11,038−2.8% | 減碼 |
| California Public Employees Retirement System | 392,977 | $1,987 萬 | 0.01% | −39,934−9.2% | 減碼 |
| Alps Advisors Inc | 411,450 | $2,081 萬 | 0.12% | +101,025+32.5% | 加碼 |
| SEI Investments Co | 432,268 | $2,186 萬 | 0.02% | +28,392+7.0% | 加碼 |
| Invesco Ltd. | 445,334 | $2,252 萬 | 0.00% | +61,601+16.1% | 加碼 |
| Pacer Advisors, Inc. | 559,387 | $2,829 萬 | 0.07% | −104,120−15.7% | 減碼 |
| Miller Howard Investments Inc | 560,065 | $2,832 萬 | 0.86% | −1,153−0.2% | 減碼 |
| Bridgewater Associates, LP | 606,262 | $3,066 萬 | 0.12% | −26,556−4.2% | 減碼 |
| JPMorgan Chase & Co | 649,834 | $3,286 萬 | 0.00% | −89,293−12.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 657,423 | $3,325 萬 | 0.03% | +53,539+8.9% | 加碼 |
| Nuveen, LLC | 692,945 | $3,504 萬 | 0.01% | +180,182+35.1% | 加碼 |
| UBS Asset Management Americas Inc | 749,298 | $3,789 萬 | 0.01% | +577,200+335.4% | 加碼 |
| Barclays PLC | 758,971 | $3,838 萬 | 0.01% | +261,660+52.6% | 加碼 |
| UBS Group AG | 784,198 | $3,966 萬 | 0.01% | +27,652+3.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 834,346 | $4,219 萬 | 0.03% | −300,247−26.5% | 減碼 |
| NewEdge Wealth, LLC | 843,376 | $4,266 萬 | 0.61% | −110,822−11.6% | 減碼 |
| Boston Trust Walden Corp | 857,095 | $4,334 萬 | 0.32% | −7,756−0.9% | 減碼 |
| Goldman Sachs Group Inc | 862,872 | $4,364 萬 | 0.01% | −685,666−44.3% | 減碼 |
| Bank of America Corp | 896,224 | $4,532 萬 | 0.00% | −115,863−11.4% | 減碼 |
| First Trust Advisors LP | 938,537 | $4,746 萬 | 0.04% | +197,152+26.6% | 加碼 |
| Qube Research & Technologies Ltd | 1,039,119 | $5,255 萬 | 0.07% | −711,641−40.6% | 減碼 |
| Price T Rowe Associates Inc | 1,066,857 | $5,395 萬 | 0.01% | +80,260+8.1% | 加碼 |
| Marshall Wace, LLP | 1,198,558 | $6,061 萬 | 0.07% | +106,932+9.8% | 加碼 |
| Citadel Advisors LLC | 1,396,179 | $7,060 萬 | 0.06% | −438,238−23.9% | 減碼 |
| Bank of New York Mellon Corp | 1,431,440 | $7,239 萬 | 0.01% | −199,513−12.2% | 減碼 |
| LSV Asset Management | 1,478,551 | $7,477 萬 | 0.17% | −130,730−8.1% | 減碼 |
| Royal Bank of Canada | 1,595,392 | $8,068 萬 | 0.01% | +92,286+6.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,635,448 | $8,270 萬 | 0.01% | −5350.0% | 減碼 |
| Morgan Stanley | 1,828,829 | $9,248 萬 | 0.01% | −225,757−11.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,990,367 | $1.01 億 | 0.06% | +391,711+24.5% | 加碼 |
| Wellington Management Group LLP | 2,304,245 | $1.17 億 | 0.02% | +51,719+2.3% | 加碼 |
| Dimensional Fund Advisors LP | 2,316,404 | $1.17 億 | 0.03% | +56,147+2.5% | 加碼 |
| AQR Capital Management LLC | 2,593,290 | $1.31 億 | 0.08% | +976,069+60.4% | 加碼 |
| Northern Trust Corp | 2,750,413 | $1.39 億 | 0.02% | +269,581+10.9% | 加碼 |
| Geode Capital Management, LLC | 2,963,343 | $1.50 億 | 0.01% | +113,688+4.0% | 加碼 |
| Lazard Asset Management LLC | 3,213,177 | $1.62 億 | 0.22% | +26,708+0.8% | 加碼 |
| Boston Partners | 3,886,544 | $1.97 億 | 0.20% | +652,690+20.2% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 4,093,908 | $2.07 億 | 0.70% | −338,764−7.6% | 減碼 |
| State Street Corp | 4,160,625 | $2.12 億 | 0.01% | −60,392−1.4% | 減碼 |
| Vanguard Group Inc | 13,659,775 | $6.91 億 | 0.01% | −182,798−1.3% | 減碼 |
| FMR LLC | 14,383,011 | $7.27 億 | 0.04% | +532,979+3.8% | 加碼 |
| BlackRock, Inc. | 16,268,038 | $8.23 億 | 0.01% | +139,536+0.9% | 加碼 |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −309,526−100.0% | 清倉 |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −276,776−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −266,674−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −224,369−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −152,800−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −149,900−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −147,826−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −108,591−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −108,500−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −98,144−100.0% | 清倉 |
| Blue Whale Capital LLP | 0 | $0 | 0.00% | −86,990−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −82,519−100.0% | 清倉 |
| ING Groep NV | 0 | $0 | 0.00% | −76,600−100.0% | 清倉 |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −75,326−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −64,905−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −53,077−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −48,719−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −43,871−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −39,915−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −33,755−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −30,490−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −26,717−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −25,908−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −25,850−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −21,569−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −19,770−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −19,547−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,403−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −18,292−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,000−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −17,903−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −16,209−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −16,195−100.0% | 清倉 |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −16,180−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −14,303−100.0% | 清倉 |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −12,649−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,538−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,439−100.0% | 清倉 |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −10,263−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −9,838−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −9,673−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −9,335−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −9,300−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,113−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,321−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −8,175−100.0% | 清倉 |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,644−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,388−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −6,029−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,862−100.0% | 清倉 |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −4,478−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −4,431−100.0% | 清倉 |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −4,409−100.0% | 清倉 |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −4,242−100.0% | 清倉 |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −4,070−100.0% | 清倉 |