H&R Block Inc
HRB- 交易所
- NYSE
- 產業
- Services-Personal Services
- SEC CIK
- 0000012659
近 90 天，H&R Block Inc 內部人申報 0 筆公開市場買進、1 筆賣出；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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 24,646 | $124.6 萬 | 0.03% | −327−1.3% | 減碼 |
| Oak Thistle LLC | 24,559 | $124.2 萬 | 0.19% | +24,559 | 新進 |
| Chase Investment Counsel Corp | 24,000 | $121.3 萬 | 0.36% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 23,233 | $117.5 萬 | 0.41% | 00.0% | 不變 |
| Huber Capital Management LLC | 23,200 | $117.3 萬 | 0.19% | 00.0% | 不變 |
| Vestcor Inc | 23,194 | $117.3 萬 | 0.04% | +6,852+41.9% | 加碼 |
| Freestone Grove Partners LP | 22,988 | $116.3 萬 | 0.01% | +22,988 | 新進 |
| Summit Trail Advisors, LLC | 22,930 | $116.1 萬 | 0.02% | +22,930 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 22,187 | $112.2 萬 | 0.00% | −1,832−7.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 20,808 | $105.2 萬 | 0.01% | −2,244−9.7% | 減碼 |
| Ceera Investments, LLC | 20,510 | $103.7 萬 | 0.32% | 00.0% | 不變 |
| Macquarie Group Ltd | 19,900 | $100.6 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 19,732 | $99.8 萬 | 0.00% | 00.0% | 不變 |
| Ethic Inc. | 19,719 | $99.7 萬 | 0.02% | −884−4.3% | 減碼 |
| ISAM Funds (UK) Ltd | 19,338 | $97.8 萬 | 0.20% | +19,338 | 新進 |
| Advisor Group Holdings, Inc. | 19,337 | $97.7 萬 | 0.00% | −1,523−7.3% | 減碼 |
| HighTower Advisors, LLC | 19,072 | $96.5 萬 | 0.00% | +4,109+27.5% | 加碼 |
| Convergence Investment Partners, LLC | 18,959 | $95.9 萬 | 0.22% | +53+0.3% | 加碼 |
| Picton Mahoney Asset Management | 18,915 | $95.6 萬 | 0.01% | +8,364+79.3% | 加碼 |
| Verition Fund Management LLC | 18,563 | $93.9 萬 | 0.01% | −74,174−80.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,490 | $93.5 萬 | 0.00% | −101−0.5% | 減碼 |
| Colony Group, LLC | 18,303 | $93.0 萬 | 0.00% | −832−4.3% | 減碼 |
| Kessler Investment Group, LLC | 18,334 | $92.7 萬 | 0.40% | +72+0.4% | 加碼 |
| Davy Global Fund Management Ltd | 18,258 | $92.3 萬 | 0.06% | −1,000−5.2% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 18,000 | $91.0 萬 | 0.10% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 17,795 | $90.0 萬 | 0.00% | −330−1.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 17,771 | $89.9 萬 | 0.12% | +2,090+13.3% | 加碼 |
| MSH Capital Advisors LLC | 17,734 | $89.7 萬 | 0.24% | 00.0% | 不變 |
| GenTrust, LLC | 17,412 | $88.1 萬 | 0.04% | +17,412 | 新進 |
| Xponance, Inc. | 17,403 | $88.0 萬 | 0.01% | +223+1.3% | 加碼 |
| Baird Financial Group, Inc. | 17,239 | $87.2 萬 | 0.00% | +1,686+10.8% | 加碼 |
| JustInvest LLC | 16,964 | $85.8 萬 | 0.01% | −280−1.6% | 減碼 |
| Rockland Trust Co | 16,866 | $85.3 萬 | 0.03% | 00.0% | 不變 |
| Advisory Research Inc | 16,837 | $85.1 萬 | 0.11% | +617+3.8% | 加碼 |
| Dark Forest Capital Management LP | 16,777 | $84.8 萬 | 0.03% | +16,777 | 新進 |
| Versor Investments LP | 16,636 | $84.1 萬 | 0.15% | +16,636 | 新進 |
| Ifrah Financial Services, Inc. | 16,432 | $83.1 萬 | 0.22% | −68−0.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 15,912 | $80.5 萬 | 0.00% | −3,415−17.7% | 減碼 |
| Exchange Traded Concepts, LLC | 15,789 | $79.8 萬 | 0.01% | +15,789 | 新進 |
| Natixis Advisors, L.P. | 15,786 | $79.8 萬 | 0.00% | −16,498−51.1% | 減碼 |
| Legacy Bridge, LLC | 15,265 | $77.2 萬 | 0.32% | 00.0% | 不變 |
| MML Investors Services, LLC | 15,175 | $76.7 萬 | 0.00% | −137−0.9% | 減碼 |
| RBF Capital, LLC | 15,000 | $75.9 萬 | 0.03% | 00.0% | 不變 |
| Limestone Investment Advisors LP | 14,846 | $75.1 萬 | 0.34% | +14,846 | 新進 |
| Jones Financial Companies LLLP | 14,802 | $74.5 萬 | 0.00% | +1,178+8.6% | 加碼 |
| Claret Asset Management Corp | 14,714 | $74.4 萬 | 0.09% | −160−1.1% | 減碼 |
| Integrated Wealth Concepts LLC | 14,572 | $73.7 萬 | 0.01% | +14,572 | 新進 |
| Diversified Trust Co | 14,510 | $73.4 萬 | 0.01% | +8,928+159.9% | 加碼 |
| Armistice Capital, LLC | 14,506 | $73.4 萬 | 0.02% | +14,506 | 新進 |
| Range Financial Group LLC | 14,365 | $72.6 萬 | 0.26% | −178−1.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 14,290 | $72.3 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 14,253 | $72.1 萬 | 0.00% | −5,269−27.0% | 減碼 |
| Guggenheim Capital LLC | 14,048 | $71.0 萬 | 0.01% | +4,196+42.6% | 加碼 |
| South Dakota Investment Council | 13,801 | $69.8 萬 | 0.01% | −1,500−9.8% | 減碼 |
| Farther Finance Advisors, LLC | 13,756 | $69.6 萬 | 0.01% | −2,532−15.5% | 減碼 |
| New York Life Investment Management LLC | 13,462 | $68.1 萬 | 0.01% | −434−3.1% | 減碼 |
| Neuberger Berman Group LLC | 13,306 | $67.3 萬 | 0.00% | −15,565−53.9% | 減碼 |
| RSM US Wealth Management LLC | 13,088 | $66.9 萬 | 0.01% | −4,355−25.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,136 | $66.4 萬 | 0.00% | +30.0% | 加碼 |
| Ascent Group, LLC | 13,126 | $66.4 萬 | 0.02% | −3,385−20.5% | 減碼 |
| US Bancorp | 12,601 | $63.7 萬 | 0.00% | +261+2.1% | 加碼 |
| FIL Ltd | 12,566 | $63.5 萬 | 0.00% | −580−4.4% | 減碼 |
| Ontario Teachers Pension Plan Board | 12,350 | $62.5 萬 | 0.01% | −22,556−64.6% | 減碼 |
| Merit Financial Group, LLC | 12,338 | $62.4 萬 | 0.01% | +3,482+39.3% | 加碼 |
| Toroso Investments, LLC | 12,146 | $61.4 萬 | 0.00% | −3,575−22.7% | 減碼 |
| Journey Strategic Wealth LLC | 12,128 | $61.3 萬 | 0.02% | −1,043−7.9% | 減碼 |
| WBI Investments | 12,122 | $61.3 萬 | 0.16% | −6,835−36.1% | 減碼 |
| RMB Capital Management, LLC | 11,860 | $60.5 萬 | 0.01% | +149+1.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 11,739 | $59.4 萬 | 0.04% | −78,149−86.9% | 減碼 |
| Horizon Investments, LLC | 11,238 | $56.8 萬 | 0.01% | −27,318−70.9% | 減碼 |
| Semanteon Capital Management, LP | 11,135 | $56.3 萬 | 0.71% | +11,135 | 新進 |
| AE Wealth Management LLC | 10,987 | $55.6 萬 | 0.00% | +1,600+17.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,874 | $55.0 萬 | 0.00% | −9,602−46.9% | 減碼 |
| Fifth Third Bancorp | 10,765 | $54.4 萬 | 0.00% | −103−0.9% | 減碼 |
| CWC Advisors, LLC. | 10,674 | $54.0 萬 | 0.26% | +64+0.6% | 加碼 |
| Credit Industriel Et Commercial | 10,604 | $53.6 萬 | 0.09% | +1,111+11.7% | 加碼 |
| Aviso Wealth Management | 10,561 | $53.4 萬 | 0.23% | −1,356−11.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 10,539 | $53.3 萬 | 0.00% | +8,879+534.9% | 加碼 |
| Convergence Financial, LLC | 10,491 | $53.1 萬 | 0.08% | +2,973+39.5% | 加碼 |
| Wedmont Private Capital | 10,408 | $52.7 萬 | 0.02% | +1,195+13.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $51.0 萬 | 0.01% | 00.0% | 不變 |
| Securian Asset Management, Inc | 10,026 | $50.7 萬 | 0.01% | −139−1.4% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 9,988 | $50.5 萬 | 0.16% | 00.0% | 不變 |
| FORA Capital, LLC | 9,821 | $49.7 萬 | 0.09% | +9,821 | 新進 |
| denkapparat Operations GmbH | 9,794 | $49.5 萬 | 0.32% | +9,794 | 新進 |
| Chesley Taft & Associates LLC | 9,661 | $48.9 萬 | 0.02% | −125−1.3% | 減碼 |
| SRS Capital Advisors, Inc. | 9,616 | $48.6 萬 | 0.01% | +7,079+279.0% | 加碼 |
| Brown Advisory Inc | 9,256 | $46.8 萬 | 0.00% | −58−0.6% | 減碼 |
| Capstone Investment Advisors, LLC | 9,216 | $46.6 萬 | 0.00% | +9,216 | 新進 |
| Fulton Breakefield Broenniman LLC | 9,110 | $46.1 萬 | 0.03% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 9,108 | $46.1 萬 | 0.00% | −20,925−69.7% | 減碼 |
| TriaGen Wealth Management LLC | 9,005 | $45.5 萬 | 0.12% | +326+3.8% | 加碼 |
| Boston Family Office LLC | 9,000 | $45.5 萬 | 0.03% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 8,922 | $45.1 萬 | 0.05% | +8,922 | 新進 |
| Dorsey & Whitney Trust CO LLC | 8,613 | $43.6 萬 | 0.02% | −73−0.8% | 減碼 |
| Captrust Financial Advisors | 8,607 | $43.5 萬 | 0.00% | +3,467+67.5% | 加碼 |
| Tradewinds, LLC. | 8,581 | $43.4 萬 | 0.11% | +8,581 | 新進 |
| Ronald Blue Trust, Inc. | 8,446 | $42.7 萬 | 0.00% | −526−5.9% | 減碼 |
| Advisors Capital Management, LLC | 8,350 | $42.2 萬 | 0.01% | −22−0.3% | 減碼 |
| Harbour Investments, Inc. | 8,328 | $42.1 萬 | 0.01% | +1,719+26.0% | 加碼 |