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 |
|---|---|---|---|---|---|
| Optimist Retirement Group LLC | 58,076 | $221.2 萬 | 0.85% | +268+0.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 58,418 | $222.5 萬 | 0.02% | +3,409+6.2% | 加碼 |
| Carolina Wealth Advisors, LLC | 58,629 | $223.3 萬 | 0.88% | +7,326+14.3% | 加碼 |
| WBI Investments | 60,192 | $229.2 萬 | 0.57% | +60,192 | 新進 |
| MetLife Investment Management | 61,730 | $235.1 萬 | 0.01% | −1,554−2.5% | 減碼 |
| Picton Mahoney Asset Management | 61,944 | $235.9 萬 | 0.02% | +1,630+2.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 62,303 | $237.2 萬 | 0.01% | +12,402+24.9% | 加碼 |
| Fifth Third Bancorp | 63,124 | $240.4 萬 | 0.00% | −3,914−5.8% | 減碼 |
| Millennium Management LLC | 63,187 | $240.6 萬 | 0.00% | −280,455−81.6% | 減碼 |
| KLP Kapitalforvaltning AS | 62,900 | $241.8 萬 | 0.01% | 00.0% | 不變 |
| Wells Fargo & Company | 64,143 | $244.3 萬 | 0.00% | +10,861+20.4% | 加碼 |
| Virginia Retirement Systems Et Al | 66,200 | $252.1 萬 | 0.02% | 00.0% | 不變 |
| Kennondale Capital Management LLC | 66,879 | $254.7 萬 | 1.70% | −37,425−35.9% | 減碼 |
| Caxton Associates LLP | 67,633 | $257.5 萬 | 0.05% | +1,011+1.5% | 加碼 |
| Storebrand Asset Management AS | 68,181 | $259.6 萬 | 0.01% | 00.0% | 不變 |
| Rodgers Brothers Inc. | 71,650 | $272.8 萬 | 0.26% | −1,450−2.0% | 減碼 |
| Tealwood Asset Management Inc | 72,302 | $275.3 萬 | 1.06% | +5,864+8.8% | 加碼 |
| New York State Common Retirement Fund | 78,379 | $298.5 萬 | 0.00% | +1,400+1.8% | 加碼 |
| HSBC Holdings PLC | 77,712 | $299.2 萬 | 0.00% | +15,085+24.1% | 加碼 |
| Agf Management Ltd | 79,656 | $303.3 萬 | 0.01% | −40,555−33.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 82,312 | $313.4 萬 | 0.00% | −79,430−49.1% | 減碼 |
| CBOE Vest Financial, LLC | 83,580 | $318.3 萬 | 0.03% | +21,508+34.7% | 加碼 |
| Colony Group, LLC | 83,704 | $318.9 萬 | 0.00% | +69,693+497.4% | 加碼 |
| Wedge Capital Management L L P | 85,550 | $325.8 萬 | 0.05% | −6,754−7.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 86,433 | $329.1 萬 | 0.00% | −297−0.3% | 減碼 |
| Range Financial Group LLC | 88,404 | $336.6 萬 | 0.92% | +70,494+393.6% | 加碼 |
| Brevan Howard Capital Management LP | 88,515 | $337.1 萬 | 0.05% | +34,961+65.3% | 加碼 |
| Mubadala Investment Co PJSC | 89,679 | $341.5 萬 | 0.01% | +89,679 | 新進 |
| SummitTX Capital, L.P. | 92,998 | $354.1 萬 | 0.09% | +18,554+24.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 95,000 | $361.8 萬 | 0.04% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 97,272 | $370.4 萬 | 0.47% | +40,114+70.2% | 加碼 |
| LPL Financial LLC | 100,881 | $384.2 萬 | 0.00% | −3,833−3.7% | 減碼 |
| HRT Financial LP | 102,601 | $390.7 萬 | 0.01% | +102,601 | 新進 |
| Teacher Retirement System of Texas | 102,900 | $391.8 萬 | 0.01% | −3,716−3.5% | 減碼 |
| Stifel Financial Corp | 103,016 | $392.3 萬 | 0.00% | +7,948+8.4% | 加碼 |
| Nordea Investment Management AB | 104,533 | $398.3 萬 | 0.00% | +1,232+1.2% | 加碼 |
| Round Hill Asset Management | 106,396 | $405.2 萬 | 2.54% | +39,495+59.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 113,628 | $406.1 萬 | 0.01% | +79,463+232.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 108,041 | $411.4 萬 | 0.01% | +29,066+36.8% | 加碼 |
| Janney Montgomery Scott LLC | 108,500 | $413.2 萬 | 0.01% | +3,534+3.4% | 加碼 |
| Acadian Asset Management LLC | 109,003 | $414.4 萬 | 0.00% | +103,015+1,720.4% | 加碼 |
| Inlet Private Wealth, LLC | 113,852 | $433.5 萬 | 1.05% | +11,100+10.8% | 加碼 |
| Assenagon Asset Management S.A. | 116,980 | $445.5 萬 | 0.01% | +116,980 | 新進 |
| Qube Research & Technologies Ltd | 117,217 | $446.4 萬 | 0.00% | −737,374−86.3% | 減碼 |
| Nisa Investment Advisors, LLC | 118,362 | $455.7 萬 | 0.01% | −774−0.6% | 減碼 |
| Raymond James Financial Inc | 120,120 | $457.4 萬 | 0.00% | +16,818+16.3% | 加碼 |
| Vanguard Asset Management, Ltd | 121,017 | $460.8 萬 | 0.00% | +4,863+4.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 121,359 | $462.1 萬 | 0.06% | +25,326+26.4% | 加碼 |
| Crawford Investment Counsel Inc | 123,450 | $470.1 萬 | 0.08% | +952+0.8% | 加碼 |
| Citigroup Inc | 125,943 | $479.6 萬 | 0.00% | +71,880+133.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 125,951 | $479.6 萬 | 0.31% | −15,157−10.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 126,289 | $480.9 萬 | 0.01% | −2,230−1.7% | 減碼 |
| Retirement Systems of Alabama | 131,106 | $499.3 萬 | 0.02% | −24,294−15.6% | 減碼 |
| Mercer Global Advisors Inc | 131,120 | $499.3 萬 | 0.01% | +92,404+238.7% | 加碼 |
| Vanguard Global Advisers, LLC | 132,793 | $505.7 萬 | 0.00% | +41,039+44.7% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 134,150 | $510.8 萬 | 0.01% | +134,150 | 新進 |
| Kingsview Wealth Management, LLC | 134,228 | $511.1 萬 | 0.06% | −82,332−38.0% | 減碼 |
| Empowered Funds, LLC | 138,160 | $526.1 萬 | 0.03% | +37,986+37.9% | 加碼 |
| New York State Teachers Retirement System | 139,549 | $531.4 萬 | 0.01% | +1,243+0.9% | 加碼 |
| Price T Rowe Associates Inc | 143,770 | $547.5 萬 | 0.00% | −5,099−3.4% | 減碼 |
| Seizert Capital Partners, LLC | 146,440 | $557.6 萬 | 0.23% | +40,477+38.2% | 加碼 |
| California State Teachers Retirement System | 146,872 | $559.3 萬 | 0.01% | −2,339−1.6% | 減碼 |
| Trexquant Investment LP | 160,540 | $611.3 萬 | 0.04% | +78,762+96.3% | 加碼 |
| Midwest Trust Co | 163,659 | $623.2 萬 | 0.07% | −3,479−2.1% | 減碼 |
| Ieq Capital, LLC | 165,056 | $628.5 萬 | 0.03% | +158,558+2,440.1% | 加碼 |
| Franklin Resources Inc | 170,134 | $647.9 萬 | 0.00% | +63,957+60.2% | 加碼 |
| Engineers Gate Manager LP | 171,857 | $654.4 萬 | 0.08% | +154,829+909.3% | 加碼 |
| Marshall Wace, LLP | 176,836 | $673.4 萬 | 0.01% | −959,708−84.4% | 減碼 |
| Great West Life Assurance Co | 177,891 | $676.6 萬 | 0.01% | +74,151+71.5% | 加碼 |
| Legal & General Group Plc | 182,210 | $693.9 萬 | 0.00% | +458+0.3% | 加碼 |
| Brookstone Capital Management | 192,545 | $733.2 萬 | 0.07% | +192,545 | 新進 |
| CI Private Wealth, LLC | 204,524 | $778.9 萬 | 0.01% | +138,295+208.8% | 加碼 |
| Schroder Investment Management Group | 206,260 | $788.3 萬 | 0.01% | +139,611+209.5% | 加碼 |
| Alliancebernstein L.P. | 273,121 | $866.9 萬 | 0.00% | +66,886+32.4% | 加碼 |
| Victory Capital Management Inc | 252,830 | $962.8 萬 | 0.01% | +27,627+12.3% | 加碼 |
| Cambria Investment Management, L.P. | 254,284 | $968.3 萬 | 0.48% | −40,489−13.7% | 減碼 |
| Swiss National Bank | 254,400 | $968.8 萬 | 0.01% | +4,300+1.7% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 256,840 | $978.0 萬 | 0.03% | −69,810−21.4% | 減碼 |
| Creative Planning | 257,760 | $981.6 萬 | 0.01% | +130,199+102.1% | 加碼 |
| California Public Employees Retirement System | 258,863 | $985.8 萬 | 0.01% | −37,556−12.7% | 減碼 |
| Sound Income Strategies, LLC | 261,903 | $997.3 萬 | 0.45% | +1,982+0.8% | 加碼 |
| Forum Finance Group S.A. | 326,888 | $1,006 萬 | 3.62% | +241,613+283.3% | 加碼 |
| Algert Global LLC | 265,980 | $1,013 萬 | 0.12% | +265,980 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 271,197 | $1,033 萬 | 0.02% | +36,797+15.7% | 加碼 |
| Tectonic Advisors LLC | 280,725 | $1,069 萬 | 0.51% | +28,790+11.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 282,804 | $1,077 萬 | 0.01% | +27,960+11.0% | 加碼 |
| Sprott Inc. | 285,000 | $1,085 萬 | 0.36% | +120,000+72.7% | 加碼 |
| Principal Financial Group Inc | 287,666 | $1,095 萬 | 0.01% | +4,217+1.5% | 加碼 |
| Mariner, LLC | 293,120 | $1,116 萬 | 0.01% | +248,069+550.6% | 加碼 |
| RWWM, Inc. | 296,272 | $1,128 萬 | 0.83% | −64,082−17.8% | 減碼 |
| Two Sigma Investments, LP | 301,186 | $1,147 萬 | 0.01% | +250,448+493.6% | 加碼 |
| Cerity Partners LLC | 302,752 | $1,153 萬 | 0.01% | +162,572+116.0% | 加碼 |
| Mackenzie Financial Corp | 308,367 | $1,174 萬 | 0.01% | +299,835+3,514.2% | 加碼 |
| South Dakota Investment Council | 317,883 | $1,211 萬 | 0.21% | +220,418+226.2% | 加碼 |
| Jupiter Topco LLC | 329,673 | $1,255 萬 | 0.01% | +329,673 | 新進 |
| Balyasny Asset Management LLC | 336,833 | $1,283 萬 | 0.02% | −77,830−18.8% | 減碼 |
| Rhumbline Advisers | 339,250 | $1,292 萬 | 0.01% | −39,028−10.3% | 減碼 |
| Swedbank AB | 345,643 | $1,316 萬 | 0.01% | 00.0% | 不變 |
| Alps Advisors Inc | 360,246 | $1,372 萬 | 0.06% | −9,371−2.5% | 減碼 |
| Ameriprise Financial Inc | 368,323 | $1,404 萬 | 0.00% | +22,863+6.6% | 加碼 |