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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 20,171 | $80.6 萬 | 0.02% | +11,495+132.5% | 加碼 |
| Sovereign's Capital Management, LLC | 21,239 | $80.9 萬 | 0.54% | −469−2.2% | 減碼 |
| Baird Financial Group, Inc. | 21,426 | $81.6 萬 | 0.00% | +1,443+7.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 21,540 | $82.0 萬 | 0.00% | +4,590+27.1% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 21,854 | $83.2 萬 | 0.00% | −762−3.4% | 減碼 |
| Ritholtz Wealth Management | 22,013 | $83.8 萬 | 0.01% | +1,801+8.9% | 加碼 |
| Mirabella Financial Services LLP | 22,021 | $83.9 萬 | 0.08% | +985+4.7% | 加碼 |
| LGT Group Foundation | 22,257 | $84.8 萬 | 0.01% | −17,836−44.5% | 減碼 |
| Brighton Jones LLC | 22,367 | $85.2 萬 | 0.02% | +22,367 | 新進 |
| Argyle Capital Management Inc. | 23,233 | $88.5 萬 | 0.25% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 23,352 | $88.9 萬 | 0.02% | 00.0% | 不變 |
| HB Wealth Management, LLC | 23,475 | $89.4 萬 | 0.01% | +7,708+48.9% | 加碼 |
| SG Americas Securities, LLC | 23,847 | $90.8 萬 | 0.00% | −140,126−85.5% | 減碼 |
| denkapparat Operations GmbH | 24,170 | $92.0 萬 | 0.30% | +14,376+146.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 24,668 | $93.9 萬 | 0.03% | −6,860−21.8% | 減碼 |
| Squarepoint Ops LLC | 24,921 | $94.9 萬 | 0.00% | −783,841−96.9% | 減碼 |
| Bank of Montreal | 25,048 | $95.4 萬 | 0.00% | +1,738+7.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 25,097 | $95.6 萬 | 0.00% | −3,099−11.0% | 減碼 |
| Human Investing LLC | 25,831 | $98.4 萬 | 0.13% | −612−2.3% | 減碼 |
| Huber Capital Management LLC | 26,100 | $99.4 萬 | 0.15% | +2,576+11.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 26,224 | $99.9 萬 | 0.01% | +200+0.8% | 加碼 |
| Eschler Asset Management LLP | 27,000 | $102.8 萬 | 1.84% | +27,000 | 新進 |
| Bleakley Financial Group, LLC | 27,427 | $104.4 萬 | 0.01% | +27,427 | 新進 |
| First Citizens Bank & Trust Co | 27,577 | $105.0 萬 | 0.02% | −228−0.8% | 減碼 |
| New Mexico Educational Retirement Board | 27,800 | $105.9 萬 | 0.03% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 28,149 | $107.2 萬 | 0.00% | −411−1.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 28,514 | $108.6 萬 | 0.01% | +116+0.4% | 加碼 |
| AE Wealth Management LLC | 29,039 | $110.6 萬 | 0.01% | +16,065+123.8% | 加碼 |
| Havemeyer Place LP | 29,443 | $112.1 萬 | 0.11% | +29,443 | 新進 |
| State of Michigan Retirement System | 29,668 | $113.0 萬 | 0.01% | −800−2.6% | 減碼 |
| Amundi | 29,744 | $113.3 萬 | 0.00% | −199,463−87.0% | 減碼 |
| Quinn Opportunity Partners LLC | 30,000 | $114.2 萬 | 0.05% | +20,000+200.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,347 | $115.6 萬 | 0.01% | −1,413−4.4% | 減碼 |
| Intech Investment Management LLC | 30,661 | $116.8 萬 | 0.01% | −59,155−65.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 30,839 | $117.4 萬 | 0.26% | +30,839 | 新進 |
| Quadrature Capital Ltd | 30,865 | $117.5 萬 | 0.01% | +30,865 | 新進 |
| Linden Thomas Advisory Services, LLC | 31,121 | $118.5 萬 | 0.10% | −36−0.1% | 減碼 |
| Vanguard Investments Australia, Ltd. | 32,306 | $123.0 萬 | 0.00% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 33,076 | $126.0 萬 | 0.09% | +33,076 | 新進 |
| Rothschild Investment LLC | 33,204 | $126.4 萬 | 0.05% | +29,900+905.0% | 加碼 |
| Neuberger Berman Group LLC | 33,418 | $127.3 萬 | 0.00% | +15,593+87.5% | 加碼 |
| TD Waterhouse Canada Inc. | 32,485 | $127.8 萬 | 0.00% | +32,485 | 新進 |
| Freestone Grove Partners LP | 34,107 | $129.9 萬 | 0.01% | −9,871−22.4% | 減碼 |
| Man Group plc | 34,551 | $131.6 萬 | 0.00% | −47,787−58.0% | 減碼 |
| Point Nemo Capital, LLC | 34,831 | $132.6 萬 | 0.67% | +34,831 | 新進 |
| Arizona State Retirement System | 34,977 | $133.2 萬 | 0.01% | +239+0.7% | 加碼 |
| Yousif Capital Management, LLC | 34,992 | $133.2 萬 | 0.01% | −2,204−5.9% | 減碼 |
| Cetera Investment Advisers | 36,003 | $137.1 萬 | 0.00% | +9,102+33.8% | 加碼 |
| Vident Advisory, LLC | 36,538 | $139.1 萬 | 0.01% | −7,838−17.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,042 | $141.1 萬 | 0.00% | +34,619+1,428.8% | 加碼 |
| Louisiana State Employees Retirement System | 37,100 | $141.3 萬 | 0.02% | +300+0.8% | 加碼 |
| Cunning Capital Partners, LP | 37,360 | $142.3 萬 | 0.57% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 37,500 | $142.8 萬 | 0.00% | +2,800+8.1% | 加碼 |
| Public Employees Retirement System of Ohio | 38,343 | $146.0 萬 | 0.00% | −259−0.7% | 減碼 |
| Ethic Inc. | 38,444 | $146.4 萬 | 0.02% | +38,444 | 新進 |
| Ceera Investments, LLC | 38,743 | $147.5 萬 | 0.63% | −3,485−8.3% | 減碼 |
| Susquehanna International Group, LLP | 38,927 | $148.2 萬 | 0.00% | −112,176−74.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 39,320 | $149.7 萬 | 0.00% | −73,017−65.0% | 減碼 |
| Merit Financial Group, LLC | 41,326 | $157.4 萬 | 0.01% | +22,320+117.4% | 加碼 |
| Toroso Investments, LLC | 41,504 | $158.0 萬 | 0.00% | −9,006−17.8% | 減碼 |
| Commonwealth Equity Services, LLC | 41,519 | $158.1 萬 | 0.00% | −35,631−46.2% | 減碼 |
| JustInvest LLC | 41,807 | $159.2 萬 | 0.01% | +17,482+71.9% | 加碼 |
| Oak Thistle LLC | 41,994 | $159.9 萬 | 0.15% | +41,994 | 新進 |
| Auxier Asset Management | 42,211 | $160.7 萬 | 0.22% | −1,001−2.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 42,628 | $162.3 萬 | 0.01% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 43,157 | $164.3 萬 | 0.01% | −29,789−40.8% | 減碼 |
| M&T Bank Corp | 43,474 | $165.5 萬 | 0.00% | +895+2.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 44,300 | $168.7 萬 | 0.00% | −300−0.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,486 | $169.4 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 44,559 | $169.7 萬 | 0.01% | +2,619+6.2% | 加碼 |
| Horizon Investments, LLC | 44,733 | $170.3 萬 | 0.02% | +44,673+74,455.0% | 加碼 |
| Aquatic Capital Management LLC | 45,115 | $171.8 萬 | 0.06% | +45,115 | 新進 |
| Deutsche Bank AG | 45,170 | $172.0 萬 | 0.00% | +2,708+6.4% | 加碼 |
| Edgestream Partners, L.P. | 45,473 | $173.2 萬 | 0.05% | +45,473 | 新進 |
| Mutual of America Capital Management LLC | 47,051 | $179.2 萬 | 0.02% | −1,526−3.1% | 減碼 |
| American Century Companies Inc | 47,752 | $181.8 萬 | 0.00% | +47,752 | 新進 |
| Convergence Investment Partners, LLC | 48,412 | $184.4 萬 | 0.17% | +48,412 | 新進 |
| Cygnus Capital Advisors, LLC | 48,664 | $185.3 萬 | 1.26% | +48,664 | 新進 |
| Boothbay Fund Management, LLC | 48,669 | $185.3 萬 | 0.04% | +48,669 | 新進 |
| Captrust Financial Advisors | 48,741 | $185.6 萬 | 0.00% | +35,109+257.5% | 加碼 |
| Summit Trail Advisors, LLC | 49,956 | $190.2 萬 | 0.02% | +14,526+41.0% | 加碼 |
| Chase Investment Counsel Corp | 50,000 | $190.4 萬 | 0.40% | +10,000+25.0% | 加碼 |
| State of Tennessee, Treasury Department | 50,255 | $191.4 萬 | 0.01% | −905−1.8% | 減碼 |
| State of Alaska, Department of Revenue | 50,893 | $193.7 萬 | 0.02% | −4,340−7.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 50,890 | $193.8 萬 | 0.04% | +2,909+6.1% | 加碼 |
| Prudential Financial Inc | 50,906 | $193.8 萬 | 0.00% | −57,239−52.9% | 減碼 |
| Ensign Peak Advisors, Inc | 51,107 | $194.6 萬 | 0.00% | +44,515+675.3% | 加碼 |
| Envestnet Asset Management Inc | 52,114 | $198.4 萬 | 0.00% | +22,330+75.0% | 加碼 |
| Nomura Asset Management International Inc. | 52,675 | $200.6 萬 | 0.00% | −11,218−17.6% | 減碼 |
| Longaeva Partners L.P. | 52,713 | $200.7 萬 | 0.06% | +52,713 | 新進 |
| Kendall Capital Management | 53,000 | $201.8 萬 | 0.34% | −12,415−19.0% | 減碼 |
| Rings Capital Management LLC | 53,000 | $201.8 萬 | 1.03% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 53,448 | $203.5 萬 | 0.01% | −170−0.3% | 減碼 |
| Advisor Group Holdings, Inc. | 53,792 | $204.9 萬 | 0.00% | +12,980+31.8% | 加碼 |
| Russell Investments Group, Ltd. | 53,871 | $205.2 萬 | 0.00% | +7,100+15.2% | 加碼 |
| Pathstone Holdings, LLC | 55,109 | $210.5 萬 | 0.01% | +3,343+6.5% | 加碼 |
| State of Wisconsin Investment Board | 57,179 | $217.7 萬 | 0.00% | +276+0.5% | 加碼 |
| Voya Investment Management LLC | 57,500 | $219.0 萬 | 0.00% | −79,915−58.2% | 減碼 |
| Amalgamated Bank | 57,613 | $219.4 萬 | 0.02% | −100.0% | 減碼 |
| Redwood Investment Management, LLC | 57,857 | $220.3 萬 | 0.22% | +57,857 | 新進 |