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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 8,532 | $27.1 萬 | 0.00% | −1,607−15.8% | 減碼 |
| Boston Family Office LLC | 8,600 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 8,676 | $27.3 萬 | 0.01% | +2,036+30.7% | 加碼 |
| HM Payson & Co | 8,950 | $28.4 萬 | 0.00% | +7,800+678.3% | 加碼 |
| Taylor Hoffman Capital Management LLC | 9,027 | $28.7 萬 | 0.09% | +705+8.5% | 加碼 |
| Harbour Investments, Inc. | 9,208 | $29.2 萬 | 0.00% | −2,931−24.1% | 減碼 |
| Brown Advisory Inc | 9,298 | $29.5 萬 | 0.00% | +542+6.2% | 加碼 |
| Securian Asset Management, Inc | 9,343 | $29.7 萬 | 0.01% | +130+1.4% | 加碼 |
| Aviso Wealth Management | 9,554 | $30.3 萬 | 0.14% | −1,007−9.5% | 減碼 |
| CX Institutional | 9,733 | $30.9 萬 | 0.01% | +9,733 | 新進 |
| denkapparat Operations GmbH | 9,794 | $31.1 萬 | 0.13% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 9,895 | $31.4 萬 | 0.16% | +3,756+61.2% | 加碼 |
| Burney Co | 9,993 | $31.7 萬 | 0.01% | −31,351−75.8% | 減碼 |
| Quinn Opportunity Partners LLC | 10,000 | $31.7 萬 | 0.02% | +10,000 | 新進 |
| Integrated Wealth Concepts LLC | 10,003 | $31.7 萬 | 0.00% | −5,980−37.4% | 減碼 |
| Federated Hermes, Inc. | 10,076 | $32.0 萬 | 0.00% | −90−0.9% | 減碼 |
| Vestcor Inc | 10,076 | $32.0 萬 | 0.01% | −19,418−65.8% | 減碼 |
| CWC Advisors, LLC. | 10,288 | $32.7 萬 | 0.16% | −173−1.7% | 減碼 |
| Vise Technologies, Inc. | 7,548 | $32.9 萬 | 0.01% | 00.0% | 不變 |
| Barnett & Company, Inc. | 10,420 | $33.1 萬 | 0.26% | +10,420 | 新進 |
| IMC-Chicago, LLC | 10,475 | $33.2 萬 | 0.01% | +10,475 | 新進 |
| State of Wyoming | 10,958 | $34.8 萬 | 0.04% | +10,274+1,502.0% | 加碼 |
| Bridgefront Capital, LLC | 11,108 | $35.3 萬 | 0.09% | −28,388−71.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 11,445 | $36.3 萬 | 0.01% | −124,430−91.6% | 減碼 |
| Convergence Financial, LLC | 11,540 | $36.6 萬 | 0.04% | +989+9.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 11,757 | $37.3 萬 | 0.00% | −233−1.9% | 減碼 |
| RMB Capital Management, LLC | 11,757 | $37.3 萬 | 0.01% | +39+0.3% | 加碼 |
| Swiss Life Asset Management Ltd | 11,934 | $37.9 萬 | 0.00% | +1,400+13.3% | 加碼 |
| DGS Capital Management, LLC | 12,199 | $38.7 萬 | 0.06% | +6,489+113.6% | 加碼 |
| Burns Matteson Capital Management, LLC | 12,669 | $40.2 萬 | 0.16% | +12,669 | 新進 |
| Skopos Labs, Inc. | 12,705 | $40.3 萬 | 0.01% | +6,106+92.5% | 加碼 |
| Abacus Wealth Partners, LLC | 12,774 | $40.5 萬 | 0.04% | +12,774 | 新進 |
| Gsa Capital Partners LLP | 12,818 | $40.7 萬 | 0.03% | +6,351+98.2% | 加碼 |
| FIL Ltd | 12,870 | $40.8 萬 | 0.00% | −28,694−69.0% | 減碼 |
| Journey Strategic Wealth LLC | 12,879 | $40.9 萬 | 0.01% | +410+3.3% | 加碼 |
| AE Wealth Management LLC | 12,974 | $41.2 萬 | 0.00% | −1,323−9.3% | 減碼 |
| CSS LLC | 13,159 | $41.8 萬 | 0.02% | +2,699+25.8% | 加碼 |
| Bank of Nova Scotia | 13,372 | $42.4 萬 | 0.00% | −107,755−89.0% | 減碼 |
| Captrust Financial Advisors | 13,632 | $43.3 萬 | 0.00% | +4,404+47.7% | 加碼 |
| Group One Trading, L.P. | 13,782 | $43.7 萬 | 0.01% | +13,265+2,565.8% | 加碼 |
| NewEdge Wealth, LLC | 13,843 | $43.9 萬 | 0.01% | −829,906−98.4% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 8,147 | $44.7 萬 | 0.15% | +8,147 | 新進 |
| New Age Alpha Advisors, LLC | 14,131 | $44.9 萬 | 0.02% | −300−2.1% | 減碼 |
| Jones Financial Companies LLLP | 14,226 | $44.9 萬 | 0.00% | +1,171+9.0% | 加碼 |
| AlphaGrep UK Ltd | 14,169 | $45.0 萬 | 0.13% | +7,551+114.1% | 加碼 |
| GWM Advisors LLC | 14,191 | $45.0 萬 | 0.00% | −39,383−73.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 14,290 | $45.4 萬 | 0.00% | 00.0% | 不變 |
| TCM Advisors, LLC | – | $45.7 萬 | 0.38% | – | – |
| US Bancorp | 14,540 | $46.1 萬 | 0.00% | +2,401+19.8% | 加碼 |
| Claret Asset Management Corp | 14,690 | $46.6 萬 | 0.06% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $47.6 萬 | 0.02% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 14,911 | $48.1 萬 | 0.01% | +1,954+15.1% | 加碼 |
| Blueshift Asset Management, LLC | 15,219 | $48.3 萬 | 0.15% | +15,219 | 新進 |
| Legacy Bridge, LLC | 15,265 | $48.5 萬 | 0.18% | 00.0% | 不變 |
| HB Wealth Management, LLC | 15,767 | $50.0 萬 | 0.00% | +4,734+42.9% | 加碼 |
| Ifrah Financial Services, Inc. | 15,800 | $50.1 萬 | 0.13% | −331−2.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,911 | $50.5 萬 | 0.00% | +5,037+46.3% | 加碼 |
| Archer Investment Corp | 16,300 | $51.7 萬 | 0.11% | +15,500+1,937.5% | 加碼 |
| Rockland Trust Co | 16,866 | $53.5 萬 | 0.02% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 16,950 | $53.8 萬 | 0.00% | −233−1.4% | 減碼 |
| Engineers Gate Manager LP | 17,028 | $54.0 萬 | 0.01% | −19,665−53.6% | 減碼 |
| Wealthfront Advisers LLC | 17,045 | $54.1 萬 | 0.00% | −297−1.7% | 減碼 |
| Farther Finance Advisors, LLC | 17,126 | $54.4 萬 | 0.01% | +2,605+17.9% | 加碼 |
| MSH Capital Advisors LLC | 17,578 | $55.8 萬 | 0.12% | −102−0.6% | 減碼 |
| Xponance, Inc. | 17,814 | $56.5 萬 | 0.00% | +3,533+24.7% | 加碼 |
| Neuberger Berman Group LLC | 17,825 | $56.6 萬 | 0.00% | +2,872+19.2% | 加碼 |
| Range Financial Group LLC | 17,910 | $56.8 萬 | 0.19% | +2,857+19.0% | 加碼 |
| Merit Financial Group, LLC | 19,006 | $60.3 萬 | 0.00% | +5,424+39.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 19,197 | $60.9 萬 | 0.00% | +1,120+6.2% | 加碼 |
| Pictet Asset Management Holding SA | 19,881 | $63.1 萬 | 0.00% | +1,174+6.3% | 加碼 |
| Chesley Taft & Associates LLC | 19,932 | $63.3 萬 | 0.03% | +9,762+96.0% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 19,943 | $63.3 萬 | 0.01% | −94,483−82.6% | 減碼 |
| Baird Financial Group, Inc. | 19,983 | $63.4 萬 | 0.00% | +1,394+7.5% | 加碼 |
| Ritholtz Wealth Management | 20,212 | $64.2 萬 | 0.01% | −10,100−33.3% | 減碼 |
| Kentucky Retirement Systems | 22,561 | $65.5 萬 | 0.05% | +22,561 | 新進 |
| HighTower Advisors, LLC | 20,968 | $66.6 萬 | 0.00% | +5,392+34.6% | 加碼 |
| Mirabella Financial Services LLP | 21,036 | $66.8 萬 | 0.06% | +21,036 | 新進 |
| Sovereign's Capital Management, LLC | 21,708 | $68.9 萬 | 0.51% | −1,608−6.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 22,616 | $71.8 萬 | 0.00% | +120+0.5% | 加碼 |
| Walleye Capital LLC | 22,750 | $72.2 萬 | 0.00% | +21,113+1,289.7% | 加碼 |
| Argyle Capital Management Inc. | 23,233 | $73.7 萬 | 0.24% | 00.0% | 不變 |
| QVIDTVM Management LLC | 23,255 | $73.8 萬 | 0.91% | +23,255 | 新進 |
| Bank of Montreal | 23,310 | $74.0 萬 | 0.00% | +598+2.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 23,352 | $74.1 萬 | 0.02% | +182+0.8% | 加碼 |
| Huber Capital Management LLC | 23,524 | $74.7 萬 | 0.12% | +424+1.8% | 加碼 |
| JustInvest LLC | 24,325 | $77.2 萬 | 0.01% | +9,845+68.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 26,024 | $82.6 萬 | 0.01% | +800+3.2% | 加碼 |
| Human Investing LLC | 26,443 | $83.9 萬 | 0.12% | −3,937−13.0% | 減碼 |
| Cetera Investment Advisers | 26,901 | $85.4 萬 | 0.00% | −3,255−10.8% | 減碼 |
| New Mexico Educational Retirement Board | 27,800 | $88.2 萬 | 0.03% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 27,805 | $88.3 萬 | 0.02% | +387+1.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 28,196 | $89.5 萬 | 0.01% | +3,401+13.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 28,398 | $90.1 萬 | 0.01% | +112+0.4% | 加碼 |
| Thrivent Financial for Lutherans | 28,560 | $90.6 萬 | 0.00% | +92+0.3% | 加碼 |
| Colony Group, LLC | 14,011 | $93.0 萬 | 0.00% | −8,197−36.9% | 減碼 |
| Envestnet Asset Management Inc | 29,784 | $94.5 萬 | 0.00% | −17,492−37.0% | 減碼 |
| State of Michigan Retirement System | 30,468 | $96.7 萬 | 0.01% | +600+2.0% | 加碼 |
| Linden Thomas Advisory Services, LLC | 31,157 | $98.9 萬 | 0.10% | +220+0.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 31,528 | $100.1 萬 | 0.03% | +3,712+13.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 31,760 | $100.8 萬 | 0.01% | +123+0.4% | 加碼 |