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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 401,261 | $1,528 萬 | 0.00% | −6,624−1.6% | 減碼 |
| UBS Asset Management Americas Inc | 411,812 | $1,568 萬 | 0.00% | +19,533+5.0% | 加碼 |
| Wellington Management Group LLP | 421,459 | $1,605 萬 | 0.00% | −386,185−47.8% | 減碼 |
| Canada Pension Plan Investment Board | 505,000 | $1,923 萬 | 0.01% | −1,200−0.2% | 減碼 |
| Citadel Advisors LLC | 534,124 | $2,034 萬 | 0.01% | −2,649,051−83.2% | 減碼 |
| JPMorgan Chase & Co | 556,757 | $2,150 萬 | 0.00% | −9,653−1.7% | 減碼 |
| Lodge Hill Capital, LLC | 565,900 | $2,155 萬 | 3.61% | −484,100−46.1% | 減碼 |
| Barclays PLC | 604,025 | $2,300 萬 | 0.01% | −504,197−45.5% | 減碼 |
| Bank of America Corp | 617,929 | $2,353 萬 | 0.00% | −390,786−38.7% | 減碼 |
| Panagora Asset Management Inc | 626,434 | $2,385 萬 | 0.07% | +626,434 | 新進 |
| Boston Trust Walden Corp | 673,795 | $2,566 萬 | 0.20% | −221,441−24.7% | 減碼 |
| SEI Investments Co | 694,524 | $2,645 萬 | 0.02% | +161,819+30.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 708,067 | $2,696 萬 | 0.02% | −420,602−37.3% | 減碼 |
| Prevatt Capital Ltd | 710,000 | $2,704 萬 | 5.86% | 00.0% | 不變 |
| Royal Bank of Canada | 752,508 | $2,866 萬 | 0.00% | +324,396+75.8% | 加碼 |
| Pacer Advisors, Inc. | 755,162 | $2,876 萬 | 0.07% | +62,402+9.0% | 加碼 |
| Capital Fund Management S.A. | 765,437 | $2,915 萬 | 0.21% | +497,047+185.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 804,290 | $3,063 萬 | 0.01% | +15,580+2.0% | 加碼 |
| Quantinno Capital Management LP | 826,467 | $3,147 萬 | 0.04% | +428,188+107.5% | 加碼 |
| UBS Group AG | 908,285 | $3,459 萬 | 0.01% | −26,410−2.8% | 減碼 |
| Invesco Ltd. | 977,704 | $3,723 萬 | 0.00% | −473,380−32.6% | 減碼 |
| Royce & Associates LP | 1,063,355 | $4,049 萬 | 0.33% | +286,639+36.9% | 加碼 |
| Norges Bank | 1,219,451 | $4,644 萬 | 0.00% | +1,219,451 | 新進 |
| Framtiden Holdings Management Co LLC | 1,140,000 | $4,722 萬 | 28.62% | +650,000+132.7% | 加碼 |
| Ranmore Fund Management Ltd | 1,400,000 | $5,331 萬 | 5.90% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 1,476,375 | $5,622 萬 | 0.01% | −40,510−2.7% | 減碼 |
| LSV Asset Management | 1,591,990 | $6,062 萬 | 0.11% | +60,100+3.9% | 加碼 |
| Los Angeles Capital Management LLC | 1,714,217 | $6,528 萬 | 0.24% | +1,242,603+263.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,845,107 | $7,026 萬 | 0.01% | +63,484+3.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,912,427 | $7,283 萬 | 0.03% | +318,043+19.9% | 加碼 |
| Goldman Sachs Group Inc | 1,922,900 | $7,322 萬 | 0.01% | +841,522+77.8% | 加碼 |
| First Trust Advisors LP | 2,007,551 | $7,645 萬 | 0.04% | +678,967+51.1% | 加碼 |
| Morgan Stanley | 2,185,522 | $8,322 萬 | 0.00% | +197,487+9.9% | 加碼 |
| Dimensional Fund Advisors LP | 2,272,476 | $8,654 萬 | 0.02% | −35,290−1.5% | 減碼 |
| Northern Trust Corp | 2,934,354 | $1.12 億 | 0.01% | −80,782−2.7% | 減碼 |
| Geode Capital Management, LLC | 3,061,311 | $1.17 億 | 0.01% | −75,776−2.4% | 減碼 |
| Lazard Asset Management LLC | 3,244,474 | $1.24 億 | 0.19% | −516,620−13.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 3,975,923 | $1.51 億 | 0.41% | −304,370−7.1% | 減碼 |
| State Street Corp | 4,157,916 | $1.60 億 | 0.00% | +163,123+4.1% | 加碼 |
| Vanguard Capital Management LLC | 5,713,146 | $2.18 億 | 0.00% | +58,111+1.0% | 加碼 |
| Vanguard Portfolio Management LLC | 6,210,650 | $2.37 億 | 0.01% | −1,061,675−14.6% | 減碼 |
| AQR Capital Management LLC | 9,616,406 | $3.66 億 | 0.13% | +6,433,681+202.1% | 加碼 |
| FMR LLC | 15,744,303 | $6.00 億 | 0.03% | +456,900+3.0% | 加碼 |
| BlackRock, Inc. | 16,326,241 | $6.22 億 | 0.01% | +787,417+5.1% | 加碼 |
| Himalaya Capital Management LLC大師喜馬拉雅資本 | 0 | $0 | 0.00% | −1,626,906−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −890,538−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −273,466−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −137,280−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −84,298−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −78,333−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −75,900−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −63,856−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −42,105−100.0% | 清倉 |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −40,374−100.0% | 清倉 |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −38,744−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −38,521−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,750−100.0% | 清倉 |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −22,561−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −19,943−100.0% | 清倉 |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −14,169−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −8,147−100.0% | 清倉 |
| FIL Ltd | 0 | $0 | 0.00% | −12,870−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,818−100.0% | 清倉 |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −12,669−100.0% | 清倉 |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −11,540−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,475−100.0% | 清倉 |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −10,420−100.0% | 清倉 |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −7,548−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −10,076−100.0% | 清倉 |
| Burney Co | 0 | $0 | 0.00% | −9,993−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −9,895−100.0% | 清倉 |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −8,581−100.0% | 清倉 |
| Unifi Asset Management LP | 0 | $0 | 0.00% | −8,355−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,093−100.0% | 清倉 |
| Van Diest Capital, LLC | 0 | $0 | 0.00% | −7,502−100.0% | 清倉 |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −7,393−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −5,324−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −4,180−100.0% | 清倉 |
| Corient IA LLC | 0 | $0 | 0.00% | −3,540−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −2,872−100.0% | 清倉 |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −2,704−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,502−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,540−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,326−100.0% | 清倉 |
| NVWM, LLC | 0 | $0 | 0.00% | −676−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −496−100.0% | 清倉 |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −258−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −181−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −172−100.0% | 清倉 |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −171−100.0% | 清倉 |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −135−100.0% | 清倉 |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −132−100.0% | 清倉 |
| United Financial Planning Group LLC | 0 | $0 | 0.00% | −105−100.0% | 清倉 |
| Key Capital Management, INC | 0 | $0 | 0.00% | −102−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −87−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −86−100.0% | 清倉 |
| First Pacific Financial | 0 | $0 | 0.00% | −74−100.0% | 清倉 |
| Whittier Trust Co | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Magnolia Wealth Management, LLC | 0 | $0 | 0.00% | −30−100.0% | 清倉 |