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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 6,486 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Skopos Labs, Inc. | 6,599 | $28.8 萬 | 0.01% | +6,599 | 新進 |
| AlphaGrep UK Ltd | 6,618 | $28.8 萬 | 0.10% | +6,618 | 新進 |
| Utah Retirement Systems | 6,719 | $29.3 萬 | 0.00% | −290−4.1% | 減碼 |
| Ronald Blue Trust, Inc. | 6,856 | $29.9 萬 | 0.00% | −1,590−18.8% | 減碼 |
| Armistice Capital, LLC | 7,245 | $31.6 萬 | 0.01% | −7,261−50.1% | 減碼 |
| Park National Corp | 7,358 | $32.1 萬 | 0.01% | −30.0% | 減碼 |
| Vise Technologies, Inc. | 7,548 | $32.9 萬 | 0.01% | +3,062+68.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 7,550 | $32.9 萬 | 0.01% | +1,584+26.6% | 加碼 |
| TD Private Client Wealth LLC | 7,619 | $33.2 萬 | 0.01% | +4,828+173.0% | 加碼 |
| Martingale Asset Management L P | 7,658 | $33.4 萬 | 0.01% | −16,988−68.9% | 減碼 |
| Fulton Breakefield Broenniman LLC | 7,885 | $34.4 萬 | 0.02% | −1,225−13.4% | 減碼 |
| Measured Wealth Private Client Group, LLC | 8,250 | $36.0 萬 | 0.10% | −18,285−68.9% | 減碼 |
| Taylor Hoffman Capital Management LLC | 8,322 | $36.3 萬 | 0.11% | +3,350+67.4% | 加碼 |
| Unifi Asset Management LP | 8,355 | $36.4 萬 | 0.40% | +8,355 | 新進 |
| Jain Global LLC | 8,580 | $37.4 萬 | 0.00% | −39,627−82.2% | 減碼 |
| Tradewinds, LLC. | 8,581 | $37.4 萬 | 0.09% | 00.0% | 不變 |
| Boston Family Office LLC | 8,600 | $37.5 萬 | 0.02% | −400−4.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,662 | $37.7 萬 | 0.02% | +49+0.6% | 加碼 |
| Brown Advisory Inc | 8,756 | $38.2 萬 | 0.00% | −500−5.4% | 減碼 |
| TCM Advisors, LLC | – | $39.2 萬 | 0.33% | – | – |
| Verition Fund Management LLC | 9,144 | $39.8 萬 | 0.00% | −9,419−50.7% | 減碼 |
| Securian Asset Management, Inc | 9,213 | $40.2 萬 | 0.02% | −813−8.1% | 減碼 |
| Captrust Financial Advisors | 9,228 | $40.2 萬 | 0.00% | +621+7.2% | 加碼 |
| Amundi | 9,377 | $40.9 萬 | 0.00% | −90,463−90.6% | 減碼 |
| Maridea Wealth Management LLC | 9,413 | $41.0 萬 | 0.06% | +9,413 | 新進 |
| denkapparat Operations GmbH | 9,794 | $42.7 萬 | 0.23% | 00.0% | 不變 |
| Lavelle Capital LP | 9,855 | $42.9 萬 | 0.27% | +9,855 | 新進 |
| Capital Advisory Group Advisory Services, LLC | 9,920 | $43.2 萬 | 0.13% | −68−0.7% | 減碼 |
| Quent Capital, LLC | 10,013 | $43.6 萬 | 0.03% | +9,472+1,750.8% | 加碼 |
| Natixis Advisors, L.P. | 10,026 | $43.7 萬 | 0.00% | −5,760−36.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 10,000 | $44.0 萬 | 0.01% | 00.0% | 不變 |
| Mackenzie Financial Corp | 10,139 | $44.1 萬 | 0.00% | −18,313−64.4% | 減碼 |
| Federated Hermes, Inc. | 10,166 | $44.3 萬 | 0.00% | −217,631−95.5% | 減碼 |
| Chesley Taft & Associates LLC | 10,170 | $44.3 萬 | 0.02% | +509+5.3% | 加碼 |
| Fifth Third Bancorp | 10,425 | $45.4 萬 | 0.00% | −340−3.2% | 減碼 |
| CSS LLC | 10,460 | $45.6 萬 | 0.03% | +10,460 | 新進 |
| CWC Advisors, LLC. | 10,461 | $45.6 萬 | 0.22% | −213−2.0% | 減碼 |
| Swiss Life Asset Management Ltd | 10,534 | $45.9 萬 | 0.00% | +4,456+73.3% | 加碼 |
| Convergence Financial, LLC | 10,551 | $46.0 萬 | 0.07% | +60+0.6% | 加碼 |
| Aviso Wealth Management | 10,561 | $46.0 萬 | 0.19% | 00.0% | 不變 |
| Ceera Investments, LLC | 10,580 | $46.1 萬 | 0.18% | −9,930−48.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,874 | $47.4 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 10,985 | $47.9 萬 | 0.03% | +4,895+80.4% | 加碼 |
| HB Wealth Management, LLC | 11,033 | $48.1 萬 | 0.00% | +5,613+103.6% | 加碼 |
| Mutual Advisors, LLC | 11,078 | $48.3 萬 | 0.01% | +11,078 | 新進 |
| American Century Companies Inc | 11,226 | $48.9 萬 | 0.00% | −80,395−87.7% | 減碼 |
| New York Life Investment Management LLC | 11,461 | $49.9 萬 | 0.00% | −2,001−14.9% | 減碼 |
| Ensign Peak Advisors, Inc | 11,583 | $50.5 萬 | 0.00% | −24,099−67.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 11,757 | $51.2 萬 | 0.00% | +1,218+11.6% | 加碼 |
| RMB Capital Management, LLC | 11,718 | $51.6 萬 | 0.01% | −142−1.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 11,990 | $52.3 萬 | 0.00% | −1,146−8.7% | 減碼 |
| Harbour Investments, Inc. | 12,139 | $52.9 萬 | 0.01% | +3,811+45.8% | 加碼 |
| US Bancorp | 12,139 | $52.9 萬 | 0.00% | −462−3.7% | 減碼 |
| PEAK6 LLC | 12,454 | $54.3 萬 | 0.01% | +12,452+622,600.0% | 加碼 |
| Journey Strategic Wealth LLC | 12,469 | $54.3 萬 | 0.01% | +341+2.8% | 加碼 |
| South Dakota Investment Council | 12,501 | $54.5 萬 | 0.01% | −1,300−9.4% | 減碼 |
| RSM US Wealth Management LLC | 12,957 | $56.4 萬 | 0.01% | −131−1.0% | 減碼 |
| Oxford Asset Management LLP | 13,027 | $56.8 萬 | 0.20% | +13,027 | 新進 |
| Fieldview Capital Management, LLC | 13,030 | $56.8 萬 | 0.10% | +13,030 | 新進 |
| Jones Financial Companies LLLP | 13,055 | $56.9 萬 | 0.00% | −1,747−11.8% | 減碼 |
| Simplex Trading, LLC | 13,203 | $57.5 萬 | 0.02% | +11,095+526.3% | 加碼 |
| Merit Financial Group, LLC | 13,582 | $59.2 萬 | 0.00% | +1,244+10.1% | 加碼 |
| Xponance, Inc. | 14,281 | $62.2 萬 | 0.00% | −3,122−17.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 14,290 | $62.3 萬 | 0.00% | 00.0% | 不變 |
| AE Wealth Management LLC | 14,297 | $62.3 萬 | 0.00% | +3,310+30.1% | 加碼 |
| MML Investors Services, LLC | 14,381 | $62.7 萬 | 0.00% | −794−5.2% | 減碼 |
| New Age Alpha Advisors, LLC | 14,431 | $62.9 萬 | 0.03% | −13,863−49.0% | 減碼 |
| JustInvest LLC | 14,480 | $63.1 萬 | 0.01% | −2,484−14.6% | 減碼 |
| Farther Finance Advisors, LLC | 14,521 | $63.3 萬 | 0.01% | +765+5.6% | 加碼 |
| Claret Asset Management Corp | 14,690 | $64.0 萬 | 0.07% | −24−0.2% | 減碼 |
| Neuberger Berman Group LLC | 14,953 | $65.2 萬 | 0.00% | +1,647+12.4% | 加碼 |
| RBF Capital, LLC | 15,000 | $65.4 萬 | 0.03% | 00.0% | 不變 |
| Range Financial Group LLC | 15,053 | $65.6 萬 | 0.23% | +688+4.8% | 加碼 |
| Pinebridge Investments LLC | 15,261 | $66.5 萬 | 0.00% | +15,261 | 新進 |
| Legacy Bridge, LLC | 15,265 | $66.5 萬 | 0.27% | 00.0% | 不變 |
| Fideuram Asset Management (Ireland) dac | 14,062 | $66.8 萬 | 0.05% | +14,062 | 新進 |
| HighTower Advisors, LLC | 15,576 | $67.9 萬 | 0.00% | −3,496−18.3% | 減碼 |
| Integrated Wealth Concepts LLC | 15,983 | $69.7 萬 | 0.01% | +1,411+9.7% | 加碼 |
| Ifrah Financial Services, Inc. | 16,131 | $70.3 萬 | 0.18% | −301−1.8% | 減碼 |
| Morningstar Investment Management LLC | 16,692 | $72.7 萬 | 0.04% | −86,886−83.9% | 減碼 |
| Rockland Trust Co | 16,866 | $73.5 萬 | 0.03% | 00.0% | 不變 |
| Truist Financial Corp | 16,987 | $74.0 萬 | 0.00% | −64,579−79.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 17,183 | $74.9 萬 | 0.00% | +1,271+8.0% | 加碼 |
| Exchange Traded Concepts, LLC | 17,193 | $74.9 萬 | 0.01% | +1,404+8.9% | 加碼 |
| Wealthfront Advisers LLC | 17,342 | $75.6 萬 | 0.00% | −453−2.5% | 減碼 |
| Advisory Research Inc | 17,526 | $76.4 萬 | 0.10% | +689+4.1% | 加碼 |
| Ethic Inc. | 17,561 | $76.5 萬 | 0.01% | −2,158−10.9% | 減碼 |
| MSH Capital Advisors LLC | 17,680 | $77.0 萬 | 0.16% | −54−0.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,077 | $78.8 萬 | 0.00% | −413−2.2% | 減碼 |
| Kessler Investment Group, LLC | 18,329 | $79.9 萬 | 0.34% | −50.0% | 減碼 |
| GenTrust, LLC | 18,222 | $80.2 萬 | 0.03% | +810+4.7% | 加碼 |
| Gallacher Capital Management LLC | 18,435 | $80.3 萬 | 0.31% | −9,990−35.1% | 減碼 |
| Baird Financial Group, Inc. | 18,589 | $81.0 萬 | 0.00% | +1,350+7.8% | 加碼 |
| Pictet Asset Management Holding SA | 18,707 | $81.5 萬 | 0.00% | −1,025−5.2% | 減碼 |
| Picton Mahoney Asset Management | 19,287 | $84.1 萬 | 0.01% | +372+2.0% | 加碼 |
| Nomura Asset Management International Inc. | 19,900 | $86.7 萬 | 0.00% | +19,900 | 新進 |
| Advisor Group Holdings, Inc. | 19,894 | $86.7 萬 | 0.00% | +557+2.9% | 加碼 |
| Versor Investments LP | 20,100 | $87.6 萬 | 0.14% | +3,464+20.8% | 加碼 |
| Summit Trail Advisors, LLC | 21,481 | $93.9 萬 | 0.02% | −1,449−6.3% | 減碼 |