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 4 季 13F 持有人
H&R Block Inc 在 2025/12/31 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
- 508
- 較 2025 年第 3 季 −25 家
- 持有股數
- 1.17 億
- 較 2025 年第 3 季 −192.4 萬 (−1.6%)
- 總市值
- $51.2 億
- 較 2025 年第 3 季 −$8.09 億 (−13.6%)
- 新進機構
- 76
- 另有 153 家加碼
- 清倉機構
- 101
- 另有 203 家減碼
另有 11 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,831,228 | $6.90 億 | 0.01% | −436,810−2.7% | 減碼 |
| FMR LLC | 14,567,341 | $6.35 億 | 0.03% | +184,330+1.3% | 加碼 |
| Vanguard Group Inc | 13,313,823 | $5.80 億 | 0.01% | −345,952−2.5% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 4,285,516 | $1.87 億 | 0.63% | +191,608+4.7% | 加碼 |
| State Street Corp | 3,985,160 | $1.75 億 | 0.01% | −175,465−4.2% | 減碼 |
| AQR Capital Management LLC | 3,402,728 | $1.47 億 | 0.08% | +809,438+31.2% | 加碼 |
| Boston Partners | 3,065,070 | $1.34 億 | 0.14% | −821,474−21.1% | 減碼 |
| Geode Capital Management, LLC | 2,890,440 | $1.26 億 | 0.01% | −72,903−2.5% | 減碼 |
| Dimensional Fund Advisors LP | 2,519,882 | $1.10 億 | 0.02% | +203,478+8.8% | 加碼 |
| Lazard Asset Management LLC | 2,492,030 | $1.09 億 | 0.18% | −721,147−22.4% | 減碼 |
| Northern Trust Corp | 2,415,655 | $1.05 億 | 0.01% | −334,758−12.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,794,481 | $7,820 萬 | 0.05% | −195,886−9.8% | 減碼 |
| Wellington Management Group LLP | 1,697,916 | $7,400 萬 | 0.01% | −606,329−26.3% | 減碼 |
| Citadel Advisors LLC | 1,598,948 | $6,968 萬 | 0.05% | +202,769+14.5% | 加碼 |
| Norges Bank | 1,593,419 | $6,944 萬 | 0.01% | +1,593,419 | 新進 |
| Charles Schwab Investment Management Inc | 1,576,650 | $6,871 萬 | 0.01% | −58,798−3.6% | 減碼 |
| LSV Asset Management | 1,534,451 | $6,687 萬 | 0.15% | +55,900+3.8% | 加碼 |
| Morgan Stanley | 1,500,953 | $6,541 萬 | 0.00% | −327,876−17.9% | 減碼 |
| Bank of New York Mellon Corp | 1,419,957 | $6,188 萬 | 0.01% | −11,483−0.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,345,723 | $5,865 萬 | 0.04% | +511,377+61.3% | 加碼 |
| Marshall Wace, LLP | 1,175,635 | $5,123 萬 | 0.05% | −22,923−1.9% | 減碼 |
| Bank of America Corp | 1,053,722 | $4,592 萬 | 0.00% | +157,498+17.6% | 加碼 |
| First Trust Advisors LP | 1,052,391 | $4,586 萬 | 0.03% | +113,854+12.1% | 加碼 |
| Ranmore Fund Management Ltd | 948,000 | $4,131 萬 | 7.09% | +948,000 | 新進 |
| UBS Group AG | 934,917 | $4,074 萬 | 0.01% | +150,719+19.2% | 加碼 |
| Goldman Sachs Group Inc | 902,067 | $3,931 萬 | 0.01% | +39,195+4.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 873,613 | $3,807 萬 | 0.02% | +216,190+32.9% | 加碼 |
| NewEdge Wealth, LLC | 843,749 | $3,677 萬 | 0.42% | +3730.0% | 加碼 |
| Millennium Management LLC | 839,268 | $3,658 萬 | 0.03% | +611,265+268.1% | 加碼 |
| Lodge Hill Capital, LLC | 800,000 | $3,486 萬 | 6.59% | +800,000 | 新進 |
| Barclays PLC | 781,697 | $3,407 萬 | 0.01% | +22,726+3.0% | 加碼 |
| Boston Trust Walden Corp | 776,309 | $3,383 萬 | 0.26% | −80,786−9.4% | 減碼 |
| UBS Asset Management Americas Inc | 691,037 | $3,012 萬 | 0.01% | −58,261−7.8% | 減碼 |
| Nuveen, LLC | 681,709 | $2,971 萬 | 0.01% | −11,236−1.6% | 減碼 |
| Price T Rowe Associates Inc | 640,918 | $2,793 萬 | 0.00% | −425,939−39.9% | 減碼 |
| JPMorgan Chase & Co | 631,511 | $2,752 萬 | 0.00% | −18,323−2.8% | 減碼 |
| Invesco Ltd. | 613,621 | $2,674 萬 | 0.00% | +168,287+37.8% | 加碼 |
| Arbejdsmarkedets Tillaegspension | 555,637 | $2,421 萬 | 0.62% | +555,637 | 新進 |
| Royal Bank of Canada | 537,494 | $2,342 萬 | 0.00% | −1,057,898−66.3% | 減碼 |
| Pacer Advisors, Inc. | 533,391 | $2,325 萬 | 0.06% | −25,996−4.6% | 減碼 |
| Qube Research & Technologies Ltd | 507,482 | $2,212 萬 | 0.03% | −531,637−51.2% | 減碼 |
| Jane Street Group, LLC | 467,640 | $2,038 萬 | 0.02% | +365,374+357.3% | 加碼 |
| Bridgewater Associates, LP | 455,655 | $1,986 萬 | 0.07% | −150,607−24.8% | 減碼 |
| SEI Investments Co | 425,562 | $1,855 萬 | 0.02% | −6,706−1.6% | 減碼 |
| Alps Advisors Inc | 388,678 | $1,694 萬 | 0.10% | −22,772−5.5% | 減碼 |
| Rhumbline Advisers | 374,932 | $1,634 萬 | 0.01% | −11,858−3.1% | 減碼 |
| Miller Howard Investments Inc | 370,841 | $1,616 萬 | 0.49% | −189,224−33.8% | 減碼 |
| Canada Pension Plan Investment Board | 355,800 | $1,551 萬 | 0.01% | +29,700+9.1% | 加碼 |
| California Public Employees Retirement System | 353,081 | $1,539 萬 | 0.01% | −39,896−10.2% | 減碼 |
| Prevatt Capital Ltd | 350,000 | $1,525 萬 | 4.41% | 00.0% | 不變 |
| Swedbank AB | 345,643 | $1,506 萬 | 0.01% | −507−0.1% | 減碼 |
| Balyasny Asset Management LLC | 317,801 | $1,385 萬 | 0.03% | +317,801 | 新進 |
| Royce & Associates LP | 316,067 | $1,377 萬 | 0.14% | +101,511+47.3% | 加碼 |
| Voya Investment Management LLC | 286,604 | $1,249 萬 | 0.01% | −14,353−4.8% | 減碼 |
| Alliancebernstein L.P. | 276,213 | $1,204 萬 | 0.00% | +103,773+60.2% | 加碼 |
| Framtiden Holdings Management Co LLC | 275,000 | $1,198 萬 | 13.00% | +275,000 | 新進 |
| Principal Financial Group Inc | 271,894 | $1,185 萬 | 0.01% | −25,392−8.5% | 減碼 |
| Swiss National Bank | 252,100 | $1,099 萬 | 0.01% | −7,400−2.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 240,790 | $1,049 萬 | 0.03% | −26,676−10.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 210,498 | $917.4 萬 | 0.61% | +66,374+46.1% | 加碼 |
| Legal & General Group Plc | 202,168 | $881.0 萬 | 0.00% | −60,901−23.2% | 減碼 |
| Cambria Investment Management, L.P. | 200,151 | $872.3 萬 | 0.51% | +26,822+15.5% | 加碼 |
| Tectonic Advisors LLC | 197,473 | $860.6 萬 | 0.45% | +27,720+16.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 154,795 | $802.8 萬 | 0.02% | 00.0% | 不變 |
| Citigroup Inc | 182,083 | $793.5 萬 | 0.01% | +140,489+337.8% | 加碼 |
| Raymond James Financial Inc | 178,564 | $778.2 萬 | 0.00% | −4,726−2.6% | 減碼 |
| Atom Investors LP | 171,538 | $747.6 萬 | 0.59% | +171,538 | 新進 |
| Midwest Trust Co | 170,328 | $742.3 萬 | 0.09% | −3,442−2.0% | 減碼 |
| Victory Capital Management Inc | 168,241 | $733.2 萬 | 0.00% | +39,328+30.5% | 加碼 |
| Kingsview Wealth Management, LLC | 165,431 | $720.9 萬 | 0.10% | −27,831−14.4% | 減碼 |
| CI Private Wealth, LLC | 153,862 | $670.3 萬 | 0.01% | −14,122−8.4% | 減碼 |
| Retirement Systems of Alabama | 151,731 | $661.2 萬 | 0.02% | −10,137−6.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 150,854 | $657.4 萬 | 0.01% | −4,947−3.2% | 減碼 |
| Ameriprise Financial Inc | 150,146 | $655.2 萬 | 0.00% | −74,338−33.1% | 減碼 |
| HRT Financial LP | 145,565 | $634.3 萬 | 0.02% | +70,577+94.1% | 加碼 |
| New York State Teachers Retirement System | 142,169 | $619.6 萬 | 0.01% | −1,164−0.8% | 減碼 |
| Quantinno Capital Management LP | 137,929 | $601.1 萬 | 0.01% | +79,993+138.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 137,927 | $601.1 萬 | 0.01% | −7,132−4.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 135,875 | $592.1 萬 | 0.08% | −18,707−12.1% | 減碼 |
| California State Teachers Retirement System | 133,636 | $582.4 萬 | 0.01% | +5,329+4.2% | 加碼 |
| Bank of Nova Scotia | 121,127 | $527.9 萬 | 0.01% | +113,106+1,410.1% | 加碼 |
| Point72 Asset Management, L.P. | 119,858 | $522.3 萬 | 0.01% | +119,858 | 新進 |
| Ruffer LLP | 118,033 | $515.2 萬 | 0.23% | +26,083+28.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 114,426 | $498.7 萬 | 0.05% | +114,426 | 新進 |
| Nisa Investment Advisors, LLC | 111,583 | $491.1 萬 | 0.02% | −7,900−6.6% | 減碼 |
| Natixis | 112,116 | $488.6 萬 | 0.02% | +105,819+1,680.5% | 加碼 |
| Nordea Investment Management AB | 110,986 | $479.3 萬 | 0.00% | −11,423−9.3% | 減碼 |
| Cerity Partners LLC | 109,330 | $476.5 萬 | 0.01% | +5,483+5.3% | 加碼 |
| Franklin Resources Inc | 107,486 | $468.4 萬 | 0.00% | −2,331,990−95.6% | 減碼 |
| Illinois Municipal Retirement Fund | 105,164 | $458.3 萬 | 0.06% | +10,288+10.8% | 加碼 |
| Ibex Wealth Advisors | 104,731 | $456.4 萬 | 0.45% | +1,212+1.2% | 加碼 |
| Great West Life Assurance Co | 102,676 | $447.5 萬 | 0.01% | −3,053−2.9% | 減碼 |
| Sound Income Strategies, LLC | 106,077 | $446.1 萬 | 0.21% | +101,025+1,999.7% | 加碼 |
| Crawford Investment Counsel Inc | 101,436 | $442.1 萬 | 0.07% | +311+0.3% | 加碼 |
| Ossiam | 99,405 | $433.2 萬 | 0.09% | +99,405 | 新進 |
| Rodgers Brothers Inc. | 99,400 | $433.2 萬 | 0.52% | −250−0.3% | 減碼 |
| Janney Montgomery Scott LLC | 97,710 | $425.8 萬 | 0.01% | +23,231+31.2% | 加碼 |
| Campbell & CO Investment Adviser LLC | 97,273 | $423.9 萬 | 0.20% | +85,534+728.6% | 加碼 |
| Creative Planning | 97,197 | $423.6 萬 | 0.00% | +5,780+6.3% | 加碼 |
| Seizert Capital Partners, LLC | 96,608 | $421.0 萬 | 0.18% | +16,259+20.2% | 加碼 |