H&R Block Inc
HRB- 交易所
- NYSE
- 產業
- Services-Personal Services
- SEC CIK
- 0000012659
近 90 天，H&R Block Inc 內部人申報 0 筆公開市場買進、1 筆賣出；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 |
|---|---|---|---|---|---|
| Vanguard Investments Australia, Ltd. | 32,306 | $102.5 萬 | 0.00% | +32,306 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 34,165 | $109.9 萬 | 0.00% | −5,413−13.7% | 減碼 |
| Handelsbanken Fonder AB | 34,700 | $110.1 萬 | 0.00% | −14,600−29.6% | 減碼 |
| Arizona State Retirement System | 34,738 | $110.3 萬 | 0.01% | −917−2.6% | 減碼 |
| Summit Trail Advisors, LLC | 35,430 | $112.5 萬 | 0.02% | +13,949+64.9% | 加碼 |
| Louisiana State Employees Retirement System | 36,800 | $116.8 萬 | 0.02% | +1,800+5.1% | 加碼 |
| Yousif Capital Management, LLC | 37,196 | $118.1 萬 | 0.01% | −2,014−5.1% | 減碼 |
| Cunning Capital Partners, LP | 37,360 | $118.6 萬 | 0.60% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 38,521 | $122.3 萬 | 0.00% | +6,858+21.7% | 加碼 |
| Public Employees Retirement System of Ohio | 38,602 | $122.5 萬 | 0.00% | −4,168−9.7% | 減碼 |
| Mercer Global Advisors Inc | 38,716 | $122.9 萬 | 0.00% | −2,049−5.0% | 減碼 |
| Mutual Advisors, LLC | 38,744 | $123.0 萬 | 0.03% | +27,666+249.7% | 加碼 |
| CWM, LLC | 39,610 | $125.7 萬 | 0.00% | −14,021−26.1% | 減碼 |
| Lighthouse Investment Partners, LLC | 39,934 | $126.8 萬 | 0.05% | −2,537−6.0% | 減碼 |
| Chase Investment Counsel Corp | 40,000 | $126.9 萬 | 0.33% | +10,000+33.3% | 加碼 |
| LGT Group Foundation | 40,093 | $127.3 萬 | 0.02% | +16,857+72.5% | 加碼 |
| CIBC Bancorp USA Inc. | 40,374 | $128.1 萬 | 0.00% | +40,374 | 新進 |
| Advisor Group Holdings, Inc. | 40,812 | $129.6 萬 | 0.00% | +20,918+105.1% | 加碼 |
| Commerce Bank | 41,940 | $133.1 萬 | 0.01% | −2,210−5.0% | 減碼 |
| Fox Run Management, L.L.C. | 42,105 | $133.2 萬 | 0.23% | +42,105 | 新進 |
| Ceera Investments, LLC | 42,228 | $134.0 萬 | 0.59% | +31,648+299.1% | 加碼 |
| Deutsche Bank AG | 42,462 | $134.8 萬 | 0.00% | −844−1.9% | 減碼 |
| M&T Bank Corp | 42,579 | $135.1 萬 | 0.00% | +5,916+16.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 42,628 | $135.3 萬 | 0.01% | 00.0% | 不變 |
| Auxier Asset Management | 43,212 | $137.2 萬 | 0.20% | −2,080−4.6% | 減碼 |
| Freestone Grove Partners LP | 43,978 | $139.6 萬 | 0.01% | +18,743+74.3% | 加碼 |
| Winton Group Ltd | 44,000 | $139.7 萬 | 0.05% | +44,000 | 新進 |
| Vident Advisory, LLC | 44,376 | $140.8 萬 | 0.01% | +9,779+28.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,486 | $141.2 萬 | 0.00% | +4,808+12.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 44,600 | $141.6 萬 | 0.00% | +44,600 | 新進 |
| Mariner, LLC | 45,051 | $143.0 萬 | 0.00% | +414+0.9% | 加碼 |
| Bridgewater Associates, LP | 46,529 | $147.7 萬 | 0.01% | −409,126−89.8% | 減碼 |
| Russell Investments Group, Ltd. | 46,771 | $148.4 萬 | 0.00% | +12,375+36.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 47,981 | $152.3 萬 | 0.03% | +47,981 | 新進 |
| Mutual of America Capital Management LLC | 48,577 | $154.2 萬 | 0.02% | −4,038−7.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 49,901 | $158.4 萬 | 0.01% | −8,549−14.6% | 減碼 |
| Toroso Investments, LLC | 50,510 | $160.3 萬 | 0.00% | +9,025+21.8% | 加碼 |
| Two Sigma Investments, LP | 50,738 | $161.0 萬 | 0.00% | +50,738 | 新進 |
| State of Tennessee, Treasury Department | 51,160 | $162.4 萬 | 0.01% | 00.0% | 不變 |
| Carolina Wealth Advisors, LLC | 51,303 | $162.8 萬 | 0.68% | +50,152+4,357.3% | 加碼 |
| Pathstone Holdings, LLC | 51,766 | $165.0 萬 | 0.01% | +28,875+126.1% | 加碼 |
| Rings Capital Management LLC | 53,000 | $168.2 萬 | 0.90% | 00.0% | 不變 |
| Wells Fargo & Company | 53,282 | $169.1 萬 | 0.00% | −633−1.2% | 減碼 |
| Brevan Howard Capital Management LP | 53,554 | $170.0 萬 | 0.02% | −2,857−5.1% | 減碼 |
| Treasurer of the State of North Carolina | 53,618 | $170.2 萬 | 0.01% | +543+1.0% | 加碼 |
| Citigroup Inc | 54,063 | $171.6 萬 | 0.00% | −128,020−70.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 55,009 | $174.6 萬 | 0.01% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 55,233 | $175.2 萬 | 0.02% | −330−0.6% | 減碼 |
| State of Wisconsin Investment Board | 56,903 | $180.6 萬 | 0.00% | −10,704−15.8% | 減碼 |
| Janus Henderson Group PLC | 56,954 | $180.7 萬 | 0.00% | −2,194−3.7% | 減碼 |
| Qsemble Capital Management, LP | 57,158 | $181.4 萬 | 0.14% | +4,658+8.9% | 加碼 |
| Amalgamated Bank | 57,623 | $182.9 萬 | 0.01% | +31+0.1% | 加碼 |
| Optimist Retirement Group LLC | 57,808 | $183.5 萬 | 0.81% | +15,500+36.6% | 加碼 |
| Picton Mahoney Asset Management | 60,314 | $191.4 萬 | 0.02% | +41,027+212.7% | 加碼 |
| CBOE Vest Financial, LLC | 62,072 | $197.0 萬 | 0.02% | +5,392+9.5% | 加碼 |
| HSBC Holdings PLC | 62,627 | $198.7 萬 | 0.00% | −29,833−32.3% | 減碼 |
| MetLife Investment Management | 63,284 | $200.9 萬 | 0.01% | +475+0.8% | 加碼 |
| KLP Kapitalforvaltning AS | 62,900 | $201.5 萬 | 0.01% | +17,500+38.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 63,856 | $202.7 萬 | 0.12% | −33,417−34.4% | 減碼 |
| Nomura Asset Management International Inc. | 63,893 | $202.8 萬 | 0.00% | +43,993+221.1% | 加碼 |
| Kendall Capital Management | 65,415 | $207.6 萬 | 0.43% | −5,365−7.6% | 減碼 |
| CI Private Wealth, LLC | 66,229 | $209.6 萬 | 0.00% | −87,633−57.0% | 減碼 |
| Virginia Retirement Systems Et Al | 66,200 | $210.1 萬 | 0.02% | +25,000+60.7% | 加碼 |
| Schroder Investment Management Group | 66,649 | $210.9 萬 | 0.00% | +38,703+138.5% | 加碼 |
| Tealwood Asset Management Inc | 66,438 | $210.9 萬 | 0.96% | +31,880+92.3% | 加碼 |
| Caxton Associates LLP | 66,622 | $211.5 萬 | 0.05% | +66,622 | 新進 |
| Round Hill Asset Management | 66,901 | $212.3 萬 | 1.39% | +12,295+22.5% | 加碼 |
| Fifth Third Bancorp | 67,038 | $212.8 萬 | 0.00% | +56,613+543.1% | 加碼 |
| Storebrand Asset Management AS | 68,181 | $216.4 萬 | 0.01% | 00.0% | 不變 |
| Forum Finance Group S.A. | 85,275 | $220.8 萬 | 1.20% | +85,275 | 新進 |
| State of New Jersey Common Pension Fund D | 72,946 | $231.5 萬 | 0.01% | +24,445+50.4% | 加碼 |
| Rodgers Brothers Inc. | 73,100 | $232.0 萬 | 0.27% | −26,300−26.5% | 減碼 |
| SummitTX Capital, L.P. | 74,444 | $236.3 萬 | 0.08% | +10,235+15.9% | 加碼 |
| Jump Financial, LLC | 75,900 | $240.9 萬 | 0.04% | +44,559+142.2% | 加碼 |
| New York State Common Retirement Fund | 76,979 | $244.3 萬 | 0.00% | −1,532−2.0% | 減碼 |
| Commonwealth Equity Services, LLC | 77,150 | $244.9 萬 | 0.00% | +40,000+107.7% | 加碼 |
| Neo Ivy Capital Management | 78,333 | $248.6 萬 | 0.66% | +78,333 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 78,975 | $250.7 萬 | 0.00% | −71,879−47.6% | 減碼 |
| Trexquant Investment LP | 81,778 | $259.6 萬 | 0.02% | +81,778 | 新進 |
| Man Group plc | 82,338 | $261.3 萬 | 0.01% | +82,338 | 新進 |
| Natixis | 84,298 | $267.6 萬 | 0.01% | −27,818−24.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 86,730 | $275.3 萬 | 0.00% | −2,222−2.5% | 減碼 |
| Intech Investment Management LLC | 89,816 | $285.1 萬 | 0.03% | +14,782+19.7% | 加碼 |
| Vanguard Global Advisers, LLC | 91,754 | $291.2 萬 | 0.00% | +91,754 | 新進 |
| Wedge Capital Management L L P | 92,304 | $293.0 萬 | 0.05% | +28,549+44.8% | 加碼 |
| Segall Bryant & Hamill, LLC | 95,000 | $301.5 萬 | 0.04% | 00.0% | 不變 |
| Stifel Financial Corp | 95,068 | $301.7 萬 | 0.00% | +32,168+51.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 96,033 | $304.8 萬 | 0.05% | +4,775+5.2% | 加碼 |
| South Dakota Investment Council | 97,465 | $309.4 萬 | 0.06% | +84,964+679.7% | 加碼 |
| Empowered Funds, LLC | 100,174 | $318.0 萬 | 0.02% | +100,174 | 新進 |
| Nordea Investment Management AB | 103,301 | $322.6 萬 | 0.00% | −7,685−6.9% | 減碼 |
| Inlet Private Wealth, LLC | 102,752 | $326.1 萬 | 0.83% | +102,752 | 新進 |
| Raymond James Financial Inc | 103,302 | $327.9 萬 | 0.00% | −75,262−42.1% | 減碼 |
| Great West Life Assurance Co | 103,740 | $329.4 萬 | 0.01% | +1,064+1.0% | 加碼 |
| Kennondale Capital Management LLC | 104,304 | $331.1 萬 | 2.39% | +75,018+256.2% | 加碼 |
| LPL Financial LLC | 104,714 | $332.4 萬 | 0.00% | +39,348+60.2% | 加碼 |
| Janney Montgomery Scott LLC | 104,966 | $333.2 萬 | 0.01% | +7,256+7.4% | 加碼 |
| Seizert Capital Partners, LLC | 105,963 | $336.3 萬 | 0.15% | +9,355+9.7% | 加碼 |
| Franklin Resources Inc | 106,177 | $337.0 萬 | 0.00% | −1,309−1.2% | 減碼 |
| Teacher Retirement System of Texas | 106,616 | $338.4 萬 | 0.01% | +84,142+374.4% | 加碼 |