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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 22,474 | $97.9 萬 | 0.00% | −14,724−39.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 22,496 | $98.0 萬 | 0.00% | +309+1.4% | 加碼 |
| Bank of Montreal | 22,712 | $99.0 萬 | 0.00% | −32,513−58.9% | 減碼 |
| Pathstone Holdings, LLC | 22,891 | $100.0 萬 | 0.00% | −11,490−33.4% | 減碼 |
| Huber Capital Management LLC | 23,100 | $100.7 萬 | 0.15% | −100−0.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 23,170 | $101.0 萬 | 0.03% | −1,926−7.7% | 減碼 |
| LGT Group Foundation | 23,236 | $101.2 萬 | 0.01% | −8,150−26.0% | 減碼 |
| Argyle Capital Management Inc. | 23,233 | $101.2 萬 | 0.34% | 00.0% | 不變 |
| Sovereign's Capital Management, LLC | 23,316 | $101.6 萬 | 0.62% | −2,747−10.5% | 減碼 |
| Colony Group, LLC | 22,208 | $107.5 萬 | 0.00% | +3,905+21.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 24,795 | $108.1 萬 | 0.01% | +3,987+19.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 25,224 | $109.9 萬 | 0.01% | −1,700−6.3% | 減碼 |
| Freestone Grove Partners LP | 25,235 | $110.0 萬 | 0.01% | +2,247+9.8% | 加碼 |
| First Citizens Bank & Trust Co | 27,418 | $119.5 萬 | 0.02% | +113+0.4% | 加碼 |
| New Mexico Educational Retirement Board | 27,800 | $121.2 萬 | 0.04% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 27,816 | $121.2 萬 | 0.04% | −6,797−19.6% | 減碼 |
| Schroder Investment Management Group | 27,946 | $121.7 萬 | 0.00% | −57,738−67.4% | 減碼 |
| Susquehanna International Group, LLP | 28,084 | $122.4 萬 | 0.00% | +13,831+97.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 28,286 | $123.3 萬 | 0.01% | −1,555−5.2% | 減碼 |
| Thrivent Financial for Lutherans | 28,468 | $124.1 萬 | 0.00% | −2,290−7.4% | 減碼 |
| Kennondale Capital Management LLC | 29,286 | $127.6 萬 | 0.94% | 00.0% | 不變 |
| Vestcor Inc | 29,494 | $128.5 萬 | 0.04% | +6,300+27.2% | 加碼 |
| Castlekeep Investment Advisors LLC | 29,665 | $129.3 萬 | 0.59% | 00.0% | 不變 |
| State of Michigan Retirement System | 29,868 | $130.2 萬 | 0.01% | −2,000−6.3% | 減碼 |
| Chase Investment Counsel Corp | 30,000 | $130.7 萬 | 0.37% | +6,000+25.0% | 加碼 |
| Cetera Investment Advisers | 30,156 | $131.4 萬 | 0.00% | −5,351−15.1% | 減碼 |
| Ritholtz Wealth Management | 30,312 | $132.1 萬 | 0.02% | −816−2.6% | 減碼 |
| Human Investing LLC | 30,380 | $132.4 萬 | 0.19% | −4,881−13.8% | 減碼 |
| Linden Thomas Advisory Services, LLC | 30,937 | $134.8 萬 | 0.14% | −70−0.2% | 減碼 |
| Jump Financial, LLC | 31,341 | $136.6 萬 | 0.02% | +31,341 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,637 | $137.9 萬 | 0.01% | −2,723−7.9% | 減碼 |
| Kestra Advisory Services, LLC | 31,663 | $138.0 萬 | 0.01% | +3,249+11.4% | 加碼 |
| CIBC World Markets Corp | 34,270 | $149.3 萬 | 0.01% | +34,270 | 新進 |
| Russell Investments Group, Ltd. | 34,396 | $149.9 萬 | 0.00% | −6,119−15.1% | 減碼 |
| Tealwood Asset Management Inc | 34,558 | $150.6 萬 | 0.68% | −10,418−23.2% | 減碼 |
| Vident Advisory, LLC | 34,597 | $150.8 萬 | 0.01% | +2,081+6.4% | 加碼 |
| Louisiana State Employees Retirement System | 35,000 | $152.5 萬 | 0.03% | −2,300−6.2% | 減碼 |
| Arizona State Retirement System | 35,655 | $155.4 萬 | 0.01% | −3,961−10.0% | 減碼 |
| Tudor Investment Corp Et Al | 36,096 | $157.3 萬 | 0.01% | +36,096 | 新進 |
| Yousif Capital Management, LLC | 39,210 | $157.7 萬 | 0.02% | −3,000−7.1% | 減碼 |
| M&T Bank Corp | 36,663 | $159.7 萬 | 0.01% | +2,058+5.9% | 加碼 |
| Engineers Gate Manager LP | 36,693 | $159.9 萬 | 0.02% | −279,799−88.4% | 減碼 |
| Aurora Investment Counsel | 36,798 | $160.4 萬 | 0.84% | −1,823−4.7% | 減碼 |
| Commonwealth Equity Services, LLC | 37,150 | $161.9 萬 | 0.00% | −5,883−13.7% | 減碼 |
| Cunning Capital Partners, LP | 37,360 | $162.8 萬 | 0.75% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 39,578 | $172.1 萬 | 0.00% | +1,089+2.8% | 加碼 |
| Bridgefront Capital, LLC | 39,496 | $172.1 萬 | 0.43% | +39,496 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,678 | $172.9 萬 | 0.00% | −1,923−4.6% | 減碼 |
| WBI Investments | 39,809 | $173.5 萬 | 0.45% | +27,687+228.4% | 加碼 |
| Mercer Global Advisors Inc | 40,765 | $177.7 萬 | 0.00% | +133+0.3% | 加碼 |
| Virginia Retirement Systems Et Al | 41,200 | $179.5 萬 | 0.01% | +7,800+23.4% | 加碼 |
| Burney Co | 41,344 | $180.2 萬 | 0.06% | −2,552−5.8% | 減碼 |
| Toroso Investments, LLC | 41,485 | $180.8 萬 | 0.01% | +29,339+241.6% | 加碼 |
| FIL Ltd | 41,564 | $181.1 萬 | 0.00% | +28,998+230.8% | 加碼 |
| Optimist Retirement Group LLC | 42,308 | $184.4 萬 | 0.84% | +543+1.3% | 加碼 |
| Lighthouse Investment Partners, LLC | 42,471 | $185.1 萬 | 0.06% | +42,471 | 新進 |
| Teachers Retirement System of the State of Kentucky | 42,628 | $185.8 萬 | 0.01% | −5,000−10.5% | 減碼 |
| Public Employees Retirement System of Ohio | 42,770 | $186.4 萬 | 0.01% | −3,401−7.4% | 減碼 |
| Deutsche Bank AG | 43,306 | $188.7 萬 | 0.00% | −1,917−4.2% | 減碼 |
| Commerce Bank | 44,150 | $192.4 萬 | 0.01% | +447+1.0% | 加碼 |
| Mariner, LLC | 44,637 | $194.5 萬 | 0.00% | −3,307−6.9% | 減碼 |
| Jefferies Financial Group Inc. | 45,038 | $196.3 萬 | 0.02% | +18,225+68.0% | 加碼 |
| Auxier Asset Management | 45,292 | $197.4 萬 | 0.28% | −745−1.6% | 減碼 |
| KLP Kapitalforvaltning AS | 45,400 | $199.5 萬 | 0.01% | −1,700−3.6% | 減碼 |
| State of Tennessee, Treasury Department | 51,160 | $201.8 萬 | 0.01% | −4,276−7.7% | 減碼 |
| Envestnet Asset Management Inc | 47,276 | $206.0 萬 | 0.00% | −5,844−11.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 48,501 | $211.4 萬 | 0.01% | +7,062+17.0% | 加碼 |
| Handelsbanken Fonder AB | 49,300 | $214.8 萬 | 0.01% | +15,700+46.7% | 加碼 |
| Sprott Inc. | 50,000 | $217.9 萬 | 0.08% | +50,000 | 新進 |
| Comerica Bank | 51,468 | $224.3 萬 | 0.01% | −3,267−6.0% | 減碼 |
| Qsemble Capital Management, LP | 52,500 | $228.8 萬 | 0.19% | +52,500 | 新進 |
| Mutual of America Capital Management LLC | 52,615 | $229.3 萬 | 0.02% | −9,214−14.9% | 減碼 |
| Rings Capital Management LLC | 53,000 | $231.0 萬 | 1.15% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 53,075 | $231.3 萬 | 0.01% | −144,542−73.1% | 減碼 |
| GWM Advisors LLC | 53,574 | $233.5 萬 | 0.01% | +1,496+2.9% | 加碼 |
| CWM, LLC | 53,631 | $233.7 萬 | 0.01% | +8,374+18.5% | 加碼 |
| Wells Fargo & Company | 53,915 | $235.0 萬 | 0.00% | −215−0.4% | 減碼 |
| Round Hill Asset Management | 54,606 | $238.0 萬 | 1.50% | −900−1.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 55,009 | $239.7 萬 | 0.02% | −4,080−6.9% | 減碼 |
| State of Alaska, Department of Revenue | 55,563 | $242.0 萬 | 0.03% | −2,070−3.6% | 減碼 |
| Brevan Howard Capital Management LP | 56,411 | $245.8 萬 | 0.05% | +56,411 | 新進 |
| CBOE Vest Financial, LLC | 56,680 | $247.0 萬 | 0.03% | +5,788+11.4% | 加碼 |
| Amalgamated Bank | 57,592 | $251.0 萬 | 0.02% | −4,955−7.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 58,450 | $254.7 萬 | 0.01% | −10,416−15.1% | 減碼 |
| Janus Henderson Group PLC | 59,148 | $257.8 萬 | 0.00% | −2,040−3.3% | 減碼 |
| Redwood Investment Management, LLC | 59,320 | $258.5 萬 | 0.29% | −3,861−6.1% | 減碼 |
| Stratos Wealth Advisors, LLC | 59,625 | $259.8 萬 | 0.13% | +15,244+34.3% | 加碼 |
| MetLife Investment Management | 62,809 | $273.7 萬 | 0.01% | −7,040−10.1% | 減碼 |
| Stifel Financial Corp | 62,900 | $274.1 萬 | 0.00% | +16,080+34.3% | 加碼 |
| Wedge Capital Management L L P | 63,755 | $277.8 萬 | 0.05% | +2,474+4.0% | 加碼 |
| SummitTX Capital, L.P. | 64,209 | $279.8 萬 | 0.08% | +28,121+77.9% | 加碼 |
| LPL Financial LLC | 65,366 | $284.9 萬 | 0.00% | −1,422−2.1% | 減碼 |
| State of Wisconsin Investment Board | 67,607 | $294.6 萬 | 0.01% | −9,649−12.5% | 減碼 |
| Storebrand Asset Management AS | 68,181 | $297.1 萬 | 0.01% | 00.0% | 不變 |
| Agf Management Ltd | 68,824 | $299.9 萬 | 0.01% | +3,709+5.7% | 加碼 |
| Kendall Capital Management | 70,780 | $308.5 萬 | 0.65% | +5,545+8.5% | 加碼 |
| Intech Investment Management LLC | 75,034 | $327.0 萬 | 0.03% | +12,420+19.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 75,473 | $328.9 萬 | 0.01% | +37,998+101.4% | 加碼 |
| Capital Fund Management S.A. | 76,757 | $334.5 萬 | 0.03% | −63,214−45.2% | 減碼 |
| Acadian Asset Management LLC | 76,956 | $335.2 萬 | 0.01% | −83,272−52.0% | 減碼 |