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。
2026 年第 1 季 13F 持有人
H&R Block Inc 在 2026/3/31 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
- 490
- 較 2025 年第 4 季 −10 家
- 持有股數
- 1.21 億
- 較 2025 年第 4 季 +1,901 萬 (+18.6%)
- 總市值
- $38.6 億
- 較 2025 年第 4 季 −$6.08 億 (−13.6%)
- 新進機構
- 84
- 另有 211 家加碼
- 清倉機構
- 94
- 另有 135 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,538,824 | $4.93 億 | 0.01% | −292,404−1.8% | 減碼 |
| FMR LLC | 15,287,403 | $4.85 億 | 0.03% | +720,062+4.9% | 加碼 |
| Vanguard Portfolio Management LLC | 7,272,325 | $2.31 億 | 0.01% | +7,272,325 | 新進 |
| Vanguard Capital Management LLC | 5,655,035 | $1.79 億 | 0.00% | +5,655,035 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 4,280,293 | $1.36 億 | 0.46% | −5,223−0.1% | 減碼 |
| State Street Corp | 3,994,793 | $1.28 億 | 0.00% | +9,633+0.2% | 加碼 |
| Lazard Asset Management LLC | 3,761,094 | $1.19 億 | 0.20% | +1,269,064+50.9% | 加碼 |
| Citadel Advisors LLC | 3,183,175 | $1.01 億 | 0.07% | +1,584,227+99.1% | 加碼 |
| AQR Capital Management LLC | 3,182,725 | $9,994 萬 | 0.05% | −220,003−6.5% | 減碼 |
| Geode Capital Management, LLC | 3,137,087 | $9,959 萬 | 0.01% | +246,647+8.5% | 加碼 |
| Northern Trust Corp | 3,015,136 | $9,570 萬 | 0.01% | +599,481+24.8% | 加碼 |
| Dimensional Fund Advisors LP | 2,307,766 | $7,325 萬 | 0.02% | −212,116−8.4% | 減碼 |
| Morgan Stanley | 1,988,035 | $6,310 萬 | 0.00% | +487,082+32.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,781,623 | $5,655 萬 | 0.01% | +204,973+13.0% | 加碼 |
| Himalaya Capital Management LLC大師喜馬拉雅資本 | 1,626,906 | $5,164 萬 | 1.61% | +1,626,906 | 新進 |
| Arrowstreet Capital, Limited Partnership | 1,594,384 | $5,061 萬 | 0.03% | −200,097−11.2% | 減碼 |
| LSV Asset Management | 1,531,890 | $4,862 萬 | 0.10% | −2,561−0.2% | 減碼 |
| Bank of New York Mellon Corp | 1,516,885 | $4,815 萬 | 0.01% | +96,928+6.8% | 加碼 |
| Invesco Ltd. | 1,451,084 | $4,606 萬 | 0.00% | +837,463+136.5% | 加碼 |
| Ranmore Fund Management Ltd | 1,400,000 | $4,444 萬 | 5.87% | +452,000+47.7% | 加碼 |
| First Trust Advisors LP | 1,328,584 | $4,217 萬 | 0.03% | +276,193+26.2% | 加碼 |
| Marshall Wace, LLP | 1,136,544 | $3,607 萬 | 0.04% | −39,091−3.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,128,669 | $3,582 萬 | 0.03% | −217,054−16.1% | 減碼 |
| Barclays PLC | 1,108,222 | $3,517 萬 | 0.01% | +326,525+41.8% | 加碼 |
| Goldman Sachs Group Inc | 1,081,378 | $3,432 萬 | 0.00% | +179,311+19.9% | 加碼 |
| Lodge Hill Capital, LLC | 1,050,000 | $3,333 萬 | 6.44% | +250,000+31.3% | 加碼 |
| Bank of America Corp | 1,008,715 | $3,202 萬 | 0.00% | −45,007−4.3% | 減碼 |
| UBS Group AG | 934,695 | $2,967 萬 | 0.01% | −2220.0% | 減碼 |
| Boston Trust Walden Corp | 895,236 | $2,841 萬 | 0.23% | +118,927+15.3% | 加碼 |
| Jupiter Asset Management Ltd | 890,538 | $2,827 萬 | 0.15% | +885,301+16,904.7% | 加碼 |
| Qube Research & Technologies Ltd | 854,591 | $2,712 萬 | 0.04% | +347,109+68.4% | 加碼 |
| Squarepoint Ops LLC | 808,762 | $2,567 萬 | 0.06% | +729,426+919.4% | 加碼 |
| Wellington Management Group LLP | 807,644 | $2,563 萬 | 0.00% | −890,272−52.4% | 減碼 |
| Vanguard Fiduciary Trust Co | 788,710 | $2,503 萬 | 0.01% | +788,710 | 新進 |
| Royce & Associates LP | 776,716 | $2,465 萬 | 0.24% | +460,649+145.7% | 加碼 |
| Prevatt Capital Ltd | 710,000 | $2,254 萬 | 6.07% | +360,000+102.9% | 加碼 |
| Pacer Advisors, Inc. | 692,760 | $2,199 萬 | 0.06% | +159,369+29.9% | 加碼 |
| JPMorgan Chase & Co | 566,410 | $1,792 萬 | 0.00% | −65,101−10.3% | 減碼 |
| SEI Investments Co | 532,705 | $1,691 萬 | 0.02% | +107,143+25.2% | 加碼 |
| Canada Pension Plan Investment Board | 506,200 | $1,607 萬 | 0.01% | +150,400+42.3% | 加碼 |
| Framtiden Holdings Management Co LLC | 490,000 | $1,555 萬 | 15.23% | +215,000+78.2% | 加碼 |
| Los Angeles Capital Management LLC | 471,614 | $1,497 萬 | 0.06% | +470,971+73,245.9% | 加碼 |
| Royal Bank of Canada | 428,112 | $1,359 萬 | 0.00% | −109,382−20.4% | 減碼 |
| Balyasny Asset Management LLC | 414,663 | $1,316 萬 | 0.03% | +96,862+30.5% | 加碼 |
| Nuveen, LLC | 407,885 | $1,295 萬 | 0.00% | −273,824−40.2% | 減碼 |
| Quantinno Capital Management LP | 398,279 | $1,264 萬 | 0.02% | +260,350+188.8% | 加碼 |
| UBS Asset Management Americas Inc | 392,279 | $1,245 萬 | 0.00% | −298,758−43.2% | 減碼 |
| Rhumbline Advisers | 378,278 | $1,201 萬 | 0.01% | +3,346+0.9% | 加碼 |
| Alps Advisors Inc | 369,617 | $1,173 萬 | 0.06% | −19,061−4.9% | 減碼 |
| RWWM, Inc. | 360,354 | $1,144 萬 | 0.83% | +360,354 | 新進 |
| Ameriprise Financial Inc | 345,460 | $1,097 萬 | 0.00% | +195,314+130.1% | 加碼 |
| Swedbank AB | 345,643 | $1,097 萬 | 0.01% | 00.0% | 不變 |
| Millennium Management LLC | 343,642 | $1,091 萬 | 0.01% | −495,626−59.1% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 326,650 | $1,037 萬 | 0.03% | +326,650 | 新進 |
| California Public Employees Retirement System | 296,419 | $940.8 萬 | 0.01% | −56,662−16.0% | 減碼 |
| Cambria Investment Management, L.P. | 294,773 | $935.6 萬 | 0.52% | +94,622+47.3% | 加碼 |
| Principal Financial Group Inc | 283,449 | $899.7 萬 | 0.00% | +11,555+4.2% | 加碼 |
| Alliancebernstein L.P. | 206,235 | $898.8 萬 | 0.00% | −69,978−25.3% | 減碼 |
| Atom Investors LP | 273,466 | $868.0 萬 | 0.62% | +101,928+59.4% | 加碼 |
| Capital Fund Management S.A. | 268,390 | $851.9 萬 | 0.08% | +191,633+249.7% | 加碼 |
| Sound Income Strategies, LLC | 259,921 | $826.3 萬 | 0.40% | +153,844+145.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 254,844 | $808.9 萬 | 0.01% | +254,844 | 新進 |
| Tectonic Advisors LLC | 251,935 | $799.6 萬 | 0.42% | +54,462+27.6% | 加碼 |
| Swiss National Bank | 250,100 | $793.8 萬 | 0.00% | −2,000−0.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 234,400 | $744.0 萬 | 0.02% | −6,390−2.7% | 減碼 |
| Amundi | 229,207 | $727.5 萬 | 0.00% | +219,830+2,344.4% | 加碼 |
| Victory Capital Management Inc | 225,203 | $714.8 萬 | 0.00% | +56,962+33.9% | 加碼 |
| Kingsview Wealth Management, LLC | 216,560 | $687.4 萬 | 0.09% | +51,129+30.9% | 加碼 |
| Legal & General Group Plc | 181,752 | $576.9 萬 | 0.00% | −20,416−10.1% | 減碼 |
| Midwest Trust Co | 167,138 | $530.5 萬 | 0.07% | −3,190−1.9% | 減碼 |
| Sprott Inc. | 165,000 | $523.7 萬 | 0.16% | +115,000+230.0% | 加碼 |
| SG Americas Securities, LLC | 163,973 | $520.5 萬 | 0.01% | +68,876+72.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 161,742 | $513.4 萬 | 0.00% | −711,871−81.5% | 減碼 |
| Retirement Systems of Alabama | 155,400 | $493.2 萬 | 0.02% | +3,669+2.4% | 加碼 |
| Susquehanna International Group, LLP | 151,103 | $479.6 萬 | 0.01% | +123,019+438.0% | 加碼 |
| California State Teachers Retirement System | 149,211 | $473.6 萬 | 0.01% | +15,575+11.7% | 加碼 |
| Price T Rowe Associates Inc | 148,869 | $472.6 萬 | 0.00% | −492,049−76.8% | 減碼 |
| Landscape Capital Management, L.L.C. | 141,108 | $447.9 萬 | 0.28% | −69,390−33.0% | 減碼 |
| Cerity Partners LLC | 140,180 | $444.9 萬 | 0.01% | +30,850+28.2% | 加碼 |
| New York State Teachers Retirement System | 138,306 | $439.0 萬 | 0.01% | −3,863−2.7% | 減碼 |
| Voya Investment Management LLC | 137,415 | $436.2 萬 | 0.00% | −149,189−52.1% | 減碼 |
| Illinois Municipal Retirement Fund | 137,280 | $435.7 萬 | 0.06% | +32,116+30.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 128,519 | $407.9 萬 | 0.01% | −9,408−6.8% | 減碼 |
| Creative Planning | 127,561 | $404.9 萬 | 0.00% | +30,364+31.2% | 加碼 |
| Crawford Investment Counsel Inc | 122,498 | $388.8 萬 | 0.07% | +21,062+20.8% | 加碼 |
| Nisa Investment Advisors, LLC | 119,136 | $383.0 萬 | 0.01% | +7,553+6.8% | 加碼 |
| Agf Management Ltd | 120,211 | $381.5 萬 | 0.02% | +51,387+74.7% | 加碼 |
| Vanguard Asset Management, Ltd | 116,154 | $368.7 萬 | 0.00% | +116,154 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 112,337 | $356.6 萬 | 0.01% | +36,864+48.8% | 加碼 |
| Prudential Financial Inc | 108,145 | $343.3 萬 | 0.00% | +14,903+16.0% | 加碼 |
| Teacher Retirement System of Texas | 106,616 | $338.4 萬 | 0.01% | +84,142+374.4% | 加碼 |
| Franklin Resources Inc | 106,177 | $337.0 萬 | 0.00% | −1,309−1.2% | 減碼 |
| Seizert Capital Partners, LLC | 105,963 | $336.3 萬 | 0.15% | +9,355+9.7% | 加碼 |
| Janney Montgomery Scott LLC | 104,966 | $333.2 萬 | 0.01% | +7,256+7.4% | 加碼 |
| LPL Financial LLC | 104,714 | $332.4 萬 | 0.00% | +39,348+60.2% | 加碼 |
| Kennondale Capital Management LLC | 104,304 | $331.1 萬 | 2.39% | +75,018+256.2% | 加碼 |
| Great West Life Assurance Co | 103,740 | $329.4 萬 | 0.01% | +1,064+1.0% | 加碼 |
| Raymond James Financial Inc | 103,302 | $327.9 萬 | 0.00% | −75,262−42.1% | 減碼 |
| Inlet Private Wealth, LLC | 102,752 | $326.1 萬 | 0.83% | +102,752 | 新進 |
| Nordea Investment Management AB | 103,301 | $322.6 萬 | 0.00% | −7,685−6.9% | 減碼 |