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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 6,873 | $26.2 萬 | 0.00% | +2,141+45.2% | 加碼 |
| Resources Investment Advisors, LLC. | 6,978 | $26.6 萬 | 0.00% | +6,978 | 新進 |
| Keybank National Association | 7,113 | $27.1 萬 | 0.00% | +593+9.1% | 加碼 |
| Ronald Blue Trust, Inc. | 7,213 | $27.5 萬 | 0.00% | +125+1.8% | 加碼 |
| TD Private Client Wealth LLC | 7,263 | $27.7 萬 | 0.01% | −10.0% | 減碼 |
| Caerus Investment Advisors, LLC | 7,443 | $28.3 萬 | 0.10% | +7,443 | 新進 |
| AlphaCore Capital LLC | 7,531 | $28.9 萬 | 0.01% | +7,531 | 新進 |
| Savant Capital, LLC | 7,421 | $29.7 萬 | 0.00% | +7,421 | 新進 |
| Mission Wealth Management, LP | 7,904 | $30.1 萬 | 0.00% | +7,904 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,963 | $30.3 萬 | 0.00% | +7,963 | 新進 |
| Federation des caisses Desjardins du Quebec | 8,006 | $30.5 萬 | 0.00% | +4,924+159.8% | 加碼 |
| Kera Capital Partners, Inc. | 8,065 | $30.7 萬 | 0.03% | +8,065 | 新進 |
| Bayforest Capital Ltd | 8,109 | $30.9 萬 | 0.29% | +8,109 | 新進 |
| Dorsey & Whitney Trust CO LLC | 8,141 | $31.0 萬 | 0.02% | +76+0.9% | 加碼 |
| Jackson Thornton Asset Management, LLC | 8,249 | $31.4 萬 | 0.02% | +8,249 | 新進 |
| Inscription Capital, LLC | 8,432 | $32.1 萬 | 0.03% | +1,299+18.2% | 加碼 |
| Waddell & Associates, LLC | 8,438 | $32.1 萬 | 0.02% | +8,438 | 新進 |
| Boston Family Office LLC | 8,600 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| FCG Investment Co | 8,690 | $33.1 萬 | 0.11% | +8,690 | 新進 |
| HM Payson & Co | 8,750 | $33.3 萬 | 0.00% | −200−2.2% | 減碼 |
| Bridgewater Associates, LP | 8,759 | $33.4 萬 | 0.00% | −37,770−81.2% | 減碼 |
| Diversified Trust Co | 8,905 | $33.9 萬 | 0.01% | +8,905 | 新進 |
| Evolve Private Wealth, LLC | 8,918 | $34.3 萬 | 0.02% | +8,918 | 新進 |
| Evergreen Capital Management LLC | 8,960 | $34.4 萬 | 0.01% | +2,539+39.5% | 加碼 |
| Taylor Hoffman Capital Management LLC | 9,027 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Brown Advisory Inc | 9,142 | $34.8 萬 | 0.00% | −156−1.7% | 減碼 |
| Compass Financial Management LLC | 9,381 | $35.7 萬 | 0.04% | +9,381 | 新進 |
| Tower Research Capital LLC (TRC) | 9,497 | $36.2 萬 | 0.01% | +5,361+129.6% | 加碼 |
| Aviso Wealth Management | 9,639 | $36.7 萬 | 0.14% | +85+0.9% | 加碼 |
| Citizens Financial Group Inc | 9,586 | $36.8 萬 | 0.00% | +9,586 | 新進 |
| Federated Hermes, Inc. | 9,794 | $37.3 萬 | 0.00% | −282−2.8% | 減碼 |
| CWC Advisors, LLC. | 9,798 | $37.3 萬 | 0.17% | −490−4.8% | 減碼 |
| CX Institutional | 9,938 | $37.8 萬 | 0.01% | +205+2.1% | 加碼 |
| Arkadios Wealth Advisors | 9,997 | $38.1 萬 | 0.01% | +9,997 | 新進 |
| Syon Capital LLC | 10,034 | $38.2 萬 | 0.02% | +10,034 | 新進 |
| Bank of Nova Scotia | 10,114 | $38.5 萬 | 0.00% | −3,258−24.4% | 減碼 |
| Warren Averett Asset Management, LLC | 10,223 | $38.9 萬 | 0.00% | +10,223 | 新進 |
| Securian Asset Management, Inc | 9,343 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 10,350 | $39.4 萬 | 0.00% | −10,618−50.6% | 減碼 |
| Baker Avenue Asset Management, LP | 10,354 | $39.4 萬 | 0.01% | +10,354 | 新進 |
| Natixis Advisors, L.P. | 10,472 | $39.8 萬 | 0.00% | +10,472 | 新進 |
| Nykredit A/S | 10,685 | $40.7 萬 | 0.00% | +10,685 | 新進 |
| West Family Investments, Inc. | 10,929 | $41.6 萬 | 0.12% | +10,929 | 新進 |
| EP Wealth Advisors, LLC | 11,031 | $42.0 萬 | 0.00% | +4,049+58.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 11,192 | $42.6 萬 | 0.02% | +11,192 | 新進 |
| Frec Markets, Inc. | 11,239 | $42.8 萬 | 0.04% | +11,239 | 新進 |
| NorthCrest Asset Manangement, LLC | 11,317 | $43.8 萬 | 0.01% | +11,317 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,523 | $43.9 萬 | 0.02% | +11,523 | 新進 |
| Omers Administration Corp | 11,600 | $44.2 萬 | 0.00% | +11,600 | 新進 |
| Krilogy Financial LLC | 11,663 | $44.4 萬 | 0.01% | +11,663 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 11,703 | $44.6 萬 | 0.00% | −54−0.5% | 減碼 |
| Simplicity Wealth,LLC | 11,731 | $44.7 萬 | 0.02% | +11,731 | 新進 |
| Aviva PLC | 11,893 | $45.3 萬 | 0.00% | +11,893 | 新進 |
| Blackstone Group Inc. | 12,124 | $46.2 萬 | 0.00% | +12,124 | 新進 |
| Affinity Capital Advisors, LLC | 12,094 | $47.4 萬 | 0.06% | +4,666+62.8% | 加碼 |
| D.A. Davidson & Co. | 12,533 | $47.7 萬 | 0.00% | +12,533 | 新進 |
| Abacus Wealth Partners, LLC | 13,220 | $50.3 萬 | 0.05% | +446+3.5% | 加碼 |
| New Age Alpha Advisors, LLC | 13,825 | $52.6 萬 | 0.02% | −306−2.2% | 減碼 |
| Swiss Life Asset Management Ltd | 13,842 | $52.7 萬 | 0.00% | +1,908+16.0% | 加碼 |
| Allworth Financial LP | 14,168 | $54.0 萬 | 0.00% | +7,410+109.6% | 加碼 |
| Pallas Capital Advisors LLC | 14,225 | $54.2 萬 | 0.02% | +14,225 | 新進 |
| Public Employees Retirement Association of Colorado | 14,290 | $54.4 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 14,305 | $54.5 萬 | 0.01% | +8,309+138.6% | 加碼 |
| Ascent Group, LLC | 14,314 | $54.5 萬 | 0.02% | +14,314 | 新進 |
| RBF Capital, LLC | 15,000 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Legacy Bridge, LLC | 15,265 | $58.1 萬 | 0.18% | 00.0% | 不變 |
| RMB Capital Management, LLC | 15,342 | $58.4 萬 | 0.01% | +3,585+30.5% | 加碼 |
| TCM Advisors, LLC | – | $59.0 萬 | 0.46% | – | – |
| Ifrah Financial Services, Inc. | 15,700 | $59.8 萬 | 0.15% | −100−0.6% | 減碼 |
| Jones Financial Companies LLLP | 16,036 | $60.5 萬 | 0.00% | +1,810+12.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,911 | $60.6 萬 | 0.00% | 00.0% | 不變 |
| Capital Financial Group Inc | 16,067 | $61.2 萬 | 0.32% | +16,067 | 新進 |
| RSM US Wealth Management LLC | 16,060 | $61.9 萬 | 0.01% | +1,149+7.7% | 加碼 |
| Archer Investment Corp | 16,300 | $62.1 萬 | 0.12% | 00.0% | 不變 |
| Claret Asset Management Corp | 16,410 | $62.5 萬 | 0.07% | +1,720+11.7% | 加碼 |
| Wealthfront Advisers LLC | 16,720 | $63.7 萬 | 0.00% | −325−1.9% | 減碼 |
| MAI Capital Management | 16,673 | $63.7 萬 | 0.00% | +13,879+496.7% | 加碼 |
| Bull Harbor Capital LLC | 16,740 | $63.7 萬 | 0.12% | +16,740 | 新進 |
| Buckingham Strategic Partners | 16,766 | $63.8 萬 | 0.01% | +16,766 | 新進 |
| Rockland Trust Co | 16,866 | $64.2 萬 | 0.03% | 00.0% | 不變 |
| Xponance, Inc. | 16,994 | $64.7 萬 | 0.00% | −820−4.6% | 減碼 |
| Lido Advisors, LLC | 16,955 | $65.4 萬 | 0.00% | +16,955 | 新進 |
| Crossmark Global Holdings, Inc. | 17,245 | $65.7 萬 | 0.01% | +5,800+50.7% | 加碼 |
| NewEdge Wealth, LLC | 17,388 | $66.2 萬 | 0.01% | +3,545+25.6% | 加碼 |
| MSH Capital Advisors LLC | 17,578 | $66.9 萬 | 0.12% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 18,013 | $68.6 萬 | 0.02% | +15,197+539.7% | 加碼 |
| SRS Capital Advisors, Inc. | 18,184 | $69.2 萬 | 0.00% | +17,724+3,853.0% | 加碼 |
| Integrated Wealth Concepts LLC | 18,389 | $70.0 萬 | 0.00% | +8,386+83.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 18,451 | $70.3 萬 | 0.00% | −746−3.9% | 減碼 |
| Winton Group Ltd | 18,500 | $70.4 萬 | 0.02% | −25,500−58.0% | 減碼 |
| Lighthouse Investment Partners, LLC | 18,757 | $71.4 萬 | 0.02% | −21,177−53.0% | 減碼 |
| Farther Finance Advisors, LLC | 18,906 | $72.0 萬 | 0.01% | +1,780+10.4% | 加碼 |
| Group One Trading, L.P. | 18,954 | $72.2 萬 | 0.02% | +5,172+37.5% | 加碼 |
| Chesley Taft & Associates LLC | 19,382 | $73.8 萬 | 0.03% | −550−2.8% | 減碼 |
| XTX Topco Ltd | 19,394 | $73.9 萬 | 0.01% | +19,394 | 新進 |
| GWM Advisors LLC | 19,433 | $74.0 萬 | 0.00% | +5,242+36.9% | 加碼 |
| Pictet Asset Management Holding SA | 19,881 | $75.7 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 19,902 | $75.8 萬 | 0.00% | +5,362+36.9% | 加碼 |
| Dark Forest Capital Management LP | 20,541 | $78.2 萬 | 0.05% | +20,541 | 新進 |
| Northwestern Mutual Wealth Management Co | 20,845 | $79.4 萬 | 0.00% | +14,177+212.6% | 加碼 |