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 2 季 13F 持有人
H&R Block Inc 在 2026/6/30 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
- 544
- 較 2026 年第 1 季 +60 家
- 持有股數
- 1.28 億
- 較 2026 年第 1 季 +657.6 萬 (+5.4%)
- 總市值
- $48.7 億
- 較 2026 年第 1 季 +$10.2 億 (+26.4%)
- 新進機構
- 127
- 另有 195 家加碼
- 清倉機構
- 67
- 另有 142 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 500 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Tanglewood Legacy Advisors, LLC | 500 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Nemes Rush Group LLC | 500 | $1.90 萬 | 0.00% | +500 | 新進 |
| Fulcrum Asset Management LLP | 502 | $1.92 萬 | 0.00% | +502 | 新進 |
| Mather Group, LLC. | 531 | $2.02 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 558 | $2.10 萬 | 0.00% | +124+28.6% | 加碼 |
| Atwood & Palmer Inc | 570 | $2.17 萬 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 603 | $2.30 萬 | 0.00% | +558+1,240.0% | 加碼 |
| IFP Advisors, Inc | 604 | $2.30 萬 | 0.00% | −585−49.2% | 減碼 |
| Salomon & Ludwin, LLC | 590 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 613 | $2.33 萬 | 0.01% | +377+159.7% | 加碼 |
| Owl Creek Wealth Partners LLC | 624 | $2.38 萬 | 0.01% | −110−15.0% | 減碼 |
| Penserra Capital Management LLC | 641 | $2.40 萬 | 0.00% | −70−9.8% | 減碼 |
| SHP Wealth Management | 636 | $2.42 萬 | 0.00% | +65+11.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 671 | $2.56 萬 | 0.00% | −9−1.3% | 減碼 |
| WPG Advisers, LLC | 692 | $2.64 萬 | 0.02% | −63−8.3% | 減碼 |
| Leonteq Securities AG | 700 | $2.67 萬 | 0.00% | −2,018−74.2% | 減碼 |
| Bryn Mawr Trust Co | 700 | $2.67 萬 | 0.00% | +700 | 新進 |
| Salem Investment Counselors Inc | 714 | $2.75 萬 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 800 | $3.05 萬 | 0.00% | 00.0% | 不變 |
| QVIDTVM Management LLC | 844 | $3.21 萬 | 0.04% | −22,411−96.4% | 減碼 |
| Quent Capital, LLC | 849 | $3.23 萬 | 0.00% | +305+56.1% | 加碼 |
| Massmutual Trust Co FSB | 895 | $3.41 萬 | 0.00% | +314+54.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 936 | $3.56 萬 | 0.00% | −165−15.0% | 減碼 |
| Parkside Financial Bank & Trust | 984 | $3.75 萬 | 0.00% | −32−3.1% | 減碼 |
| Employees Retirement System of Texas | 1,000 | $3.80 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 1,027 | $3.91 萬 | 0.00% | +987+2,467.5% | 加碼 |
| ZRC Wealth Management, LLC | 1,040 | $3.96 萬 | 0.01% | +267+34.5% | 加碼 |
| Corsicana & Co. | 1,050 | $4.00 萬 | 0.02% | 00.0% | 不變 |
| High Point Wealth Management, LLC | 1,168 | $4.45 萬 | 0.04% | +16+1.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,197 | $4.56 萬 | 0.00% | +199+19.9% | 加碼 |
| Meeder Asset Management Inc | 1,204 | $4.58 萬 | 0.00% | +1,204 | 新進 |
| National Bank of Canada | 1,241 | $4.72 萬 | 0.00% | −234−15.9% | 減碼 |
| Bogart Wealth, LLC | 1,395 | $5.31 萬 | 0.00% | +84+6.4% | 加碼 |
| Quarry LP | 1,598 | $6.09 萬 | 0.01% | +1,598 | 新進 |
| Plato Investment Management Ltd | 1,614 | $6.11 萬 | 0.00% | +1,614 | 新進 |
| Institute for Wealth Management, LLC. | 1,697 | $6.46 萬 | 0.01% | +1,697 | 新進 |
| Measured Wealth Private Client Group, LLC | 1,744 | $6.64 萬 | 0.02% | −1,572−47.4% | 減碼 |
| Huntington National Bank | 1,874 | $7.14 萬 | 0.00% | −158−7.8% | 減碼 |
| Bard Associates Inc | 1,898 | $7.30 萬 | 0.02% | +76+4.2% | 加碼 |
| True Wealth Design, LLC | 1,959 | $7.46 萬 | 0.02% | +1,294+194.6% | 加碼 |
| Independence Bank of Kentucky | 2,000 | $7.62 萬 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 2,083 | $7.93 萬 | 0.01% | −438−17.4% | 減碼 |
| Eurizon Capital SGR S.p.A. | 2,084 | $7.97 萬 | 0.00% | −962−31.6% | 減碼 |
| Center for Financial Planning, Inc. | 2,303 | $8.77 萬 | 0.01% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,315 | $8.82 萬 | 0.00% | +1,139+96.9% | 加碼 |
| Medallion Wealth Advisors, LLC | 2,400 | $9.14 萬 | 0.03% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 2,566 | $9.77 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,929 | $11.2 萬 | 0.00% | +2,929 | 新進 |
| SBI Securities Co., Ltd. | 3,278 | $12.5 萬 | 0.00% | +2,000+156.5% | 加碼 |
| Parallel Advisors, LLC | 3,339 | $12.7 萬 | 0.00% | +152+4.8% | 加碼 |
| Sterling Capital Management LLC | 3,344 | $12.7 萬 | 0.00% | −302−8.3% | 減碼 |
| Larson Financial Group LLC | 3,472 | $13.2 萬 | 0.00% | +1,699+95.8% | 加碼 |
| New Vernon Capital Holdings II LLC | 3,763 | $14.3 萬 | 0.08% | 00.0% | 不變 |
| Essential Partners LLC | 3,852 | $14.7 萬 | 0.07% | +2,603+208.4% | 加碼 |
| KBC Group NV | 3,929 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 4,053 | $15.4 萬 | 0.10% | −106−2.5% | 減碼 |
| State of Wyoming | 4,378 | $16.7 萬 | 0.02% | −6,580−60.0% | 減碼 |
| STRS Ohio | 4,459 | $17.0 萬 | 0.00% | +1,463+48.8% | 加碼 |
| Covestor Ltd | 4,449 | $17.0 萬 | 0.10% | +2,203+98.1% | 加碼 |
| Smartleaf Asset Management LLC | 4,456 | $17.0 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 4,919 | $18.7 萬 | 0.00% | +692+16.4% | 加碼 |
| Signaturefd, LLC | 5,063 | $19.3 萬 | 0.00% | +1,912+60.7% | 加碼 |
| CSS LLC | 5,179 | $19.7 萬 | 0.01% | −7,980−60.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 5,358 | $20.4 萬 | 0.01% | +1,996+59.4% | 加碼 |
| Cypress Point Wealth Management, LLC | 5,378 | $20.5 萬 | 0.04% | +5,378 | 新進 |
| Sym Financial Corp | 5,401 | $20.6 萬 | 0.02% | +5,401 | 新進 |
| Crestwood Advisors Group LLC | 5,501 | $20.9 萬 | 0.00% | +5,501 | 新進 |
| Umb Bank N A | 5,537 | $21.1 萬 | 0.00% | +594+12.0% | 加碼 |
| Eagle Harbor Asset Management Inc | 5,542 | $21.1 萬 | 0.17% | +5,542 | 新進 |
| Parcion Private Wealth LLC | 5,544 | $21.1 萬 | 0.01% | +5,544 | 新進 |
| Optas, LLC | 5,558 | $21.2 萬 | 0.03% | +5,558 | 新進 |
| Apollon Wealth Management, LLC | 5,564 | $21.2 萬 | 0.00% | +5,564 | 新進 |
| Bridgefront Capital, LLC | 5,591 | $21.3 萬 | 0.06% | −5,517−49.7% | 減碼 |
| Arnhold LLC | 5,600 | $21.3 萬 | 0.01% | +5,600 | 新進 |
| Wedmont Private Capital | 5,538 | $21.9 萬 | 0.01% | +5,538 | 新進 |
| Coldstream Capital Management Inc | 5,828 | $22.2 萬 | 0.00% | +5,828 | 新進 |
| Harbour Investments, Inc. | 5,879 | $22.4 萬 | 0.00% | −3,329−36.2% | 減碼 |
| United Capital Financial Advisers, LLC | 5,890 | $22.4 萬 | 0.00% | −2,049−25.8% | 減碼 |
| Sentinus, LLC | 5,945 | $22.6 萬 | 0.02% | +5,945 | 新進 |
| JMN Financial LLC | 5,897 | $22.7 萬 | 0.18% | +5,897 | 新進 |
| Glenmede Trust Co NA | 5,978 | $22.8 萬 | 0.00% | +5,978 | 新進 |
| Robertson Stephens Wealth Management, LLC | 5,999 | $23.1 萬 | 0.01% | +5,999 | 新進 |
| Waldron Private Wealth LLC | 6,075 | $23.1 萬 | 0.01% | +6,075 | 新進 |
| Legato Capital Management LLC | 6,110 | $23.3 萬 | 0.02% | +6,110 | 新進 |
| Integrated Quantitative Investments LLC | 6,110 | $23.3 萬 | 0.04% | +6,110 | 新進 |
| Atomi Financial Group, Inc. | 6,298 | $24.0 萬 | 0.01% | +6,298 | 新進 |
| Applied Finance Capital Management, LLC | 6,350 | $24.2 萬 | 0.02% | +6,350 | 新進 |
| Proficio Capital Partners LLC | 6,422 | $24.5 萬 | 0.01% | +6,422 | 新進 |
| Silver Coast Investments LLC | 6,428 | $24.5 萬 | 0.07% | 00.0% | 不變 |
| MOKAN Wealth Management Inc. | 6,434 | $24.5 萬 | 0.09% | +83+1.3% | 加碼 |
| Maryland State Retirement & Pension System | 6,486 | $24.7 萬 | 0.00% | 00.0% | 不變 |
| DnB Asset Management AS | 6,509 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 6,506 | $24.8 萬 | 0.01% | +6,506 | 新進 |
| Blueshift Asset Management, LLC | 6,520 | $24.8 萬 | 0.06% | −8,699−57.2% | 減碼 |
| TCG Advisory Services, LLC | 6,665 | $25.4 萬 | 0.00% | +6,665 | 新進 |
| Utah Retirement Systems | 6,719 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 6,789 | $25.9 萬 | 0.00% | −569−7.7% | 減碼 |
| Park National Corp | 6,800 | $25.9 萬 | 0.01% | −198−2.8% | 減碼 |
| Allstate Corp | 6,800 | $25.9 萬 | 0.00% | +6,800 | 新進 |