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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 117,217 | $446.4 萬 | 0.00% | −737,374−86.3% | 減碼 |
| Assenagon Asset Management S.A. | 116,980 | $445.5 萬 | 0.01% | +116,980 | 新進 |
| Inlet Private Wealth, LLC | 113,852 | $433.5 萬 | 1.05% | +11,100+10.8% | 加碼 |
| Acadian Asset Management LLC | 109,003 | $414.4 萬 | 0.00% | +103,015+1,720.4% | 加碼 |
| Janney Montgomery Scott LLC | 108,500 | $413.2 萬 | 0.01% | +3,534+3.4% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 108,041 | $411.4 萬 | 0.01% | +29,066+36.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 113,628 | $406.1 萬 | 0.01% | +79,463+232.6% | 加碼 |
| Round Hill Asset Management | 106,396 | $405.2 萬 | 2.54% | +39,495+59.0% | 加碼 |
| Nordea Investment Management AB | 104,533 | $398.3 萬 | 0.00% | +1,232+1.2% | 加碼 |
| Stifel Financial Corp | 103,016 | $392.3 萬 | 0.00% | +7,948+8.4% | 加碼 |
| Teacher Retirement System of Texas | 102,900 | $391.8 萬 | 0.01% | −3,716−3.5% | 減碼 |
| HRT Financial LP | 102,601 | $390.7 萬 | 0.01% | +102,601 | 新進 |
| LPL Financial LLC | 100,881 | $384.2 萬 | 0.00% | −3,833−3.7% | 減碼 |
| Qsemble Capital Management, LP | 97,272 | $370.4 萬 | 0.47% | +40,114+70.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 95,000 | $361.8 萬 | 0.04% | 00.0% | 不變 |
| SummitTX Capital, L.P. | 92,998 | $354.1 萬 | 0.09% | +18,554+24.9% | 加碼 |
| Mubadala Investment Co PJSC | 89,679 | $341.5 萬 | 0.01% | +89,679 | 新進 |
| Brevan Howard Capital Management LP | 88,515 | $337.1 萬 | 0.05% | +34,961+65.3% | 加碼 |
| Range Financial Group LLC | 88,404 | $336.6 萬 | 0.92% | +70,494+393.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 86,433 | $329.1 萬 | 0.00% | −297−0.3% | 減碼 |
| Wedge Capital Management L L P | 85,550 | $325.8 萬 | 0.05% | −6,754−7.3% | 減碼 |
| Colony Group, LLC | 83,704 | $318.9 萬 | 0.00% | +69,693+497.4% | 加碼 |
| CBOE Vest Financial, LLC | 83,580 | $318.3 萬 | 0.03% | +21,508+34.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 82,312 | $313.4 萬 | 0.00% | −79,430−49.1% | 減碼 |
| Agf Management Ltd | 79,656 | $303.3 萬 | 0.01% | −40,555−33.7% | 減碼 |
| HSBC Holdings PLC | 77,712 | $299.2 萬 | 0.00% | +15,085+24.1% | 加碼 |
| New York State Common Retirement Fund | 78,379 | $298.5 萬 | 0.00% | +1,400+1.8% | 加碼 |
| Tealwood Asset Management Inc | 72,302 | $275.3 萬 | 1.06% | +5,864+8.8% | 加碼 |
| Rodgers Brothers Inc. | 71,650 | $272.8 萬 | 0.26% | −1,450−2.0% | 減碼 |
| Storebrand Asset Management AS | 68,181 | $259.6 萬 | 0.01% | 00.0% | 不變 |
| Caxton Associates LLP | 67,633 | $257.5 萬 | 0.05% | +1,011+1.5% | 加碼 |
| Kennondale Capital Management LLC | 66,879 | $254.7 萬 | 1.70% | −37,425−35.9% | 減碼 |
| Virginia Retirement Systems Et Al | 66,200 | $252.1 萬 | 0.02% | 00.0% | 不變 |
| Wells Fargo & Company | 64,143 | $244.3 萬 | 0.00% | +10,861+20.4% | 加碼 |
| KLP Kapitalforvaltning AS | 62,900 | $241.8 萬 | 0.01% | 00.0% | 不變 |
| Millennium Management LLC | 63,187 | $240.6 萬 | 0.00% | −280,455−81.6% | 減碼 |
| Fifth Third Bancorp | 63,124 | $240.4 萬 | 0.00% | −3,914−5.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 62,303 | $237.2 萬 | 0.01% | +12,402+24.9% | 加碼 |
| Picton Mahoney Asset Management | 61,944 | $235.9 萬 | 0.02% | +1,630+2.7% | 加碼 |
| MetLife Investment Management | 61,730 | $235.1 萬 | 0.01% | −1,554−2.5% | 減碼 |
| WBI Investments | 60,192 | $229.2 萬 | 0.57% | +60,192 | 新進 |
| Carolina Wealth Advisors, LLC | 58,629 | $223.3 萬 | 0.88% | +7,326+14.3% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 58,418 | $222.5 萬 | 0.02% | +3,409+6.2% | 加碼 |
| Optimist Retirement Group LLC | 58,076 | $221.2 萬 | 0.85% | +268+0.5% | 加碼 |
| Redwood Investment Management, LLC | 57,857 | $220.3 萬 | 0.22% | +57,857 | 新進 |
| Amalgamated Bank | 57,613 | $219.4 萬 | 0.02% | −100.0% | 減碼 |
| Voya Investment Management LLC | 57,500 | $219.0 萬 | 0.00% | −79,915−58.2% | 減碼 |
| State of Wisconsin Investment Board | 57,179 | $217.7 萬 | 0.00% | +276+0.5% | 加碼 |
| Pathstone Holdings, LLC | 55,109 | $210.5 萬 | 0.01% | +3,343+6.5% | 加碼 |
| Russell Investments Group, Ltd. | 53,871 | $205.2 萬 | 0.00% | +7,100+15.2% | 加碼 |
| Advisor Group Holdings, Inc. | 53,792 | $204.9 萬 | 0.00% | +12,980+31.8% | 加碼 |
| Treasurer of the State of North Carolina | 53,448 | $203.5 萬 | 0.01% | −170−0.3% | 減碼 |
| 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 |
| Longaeva Partners L.P. | 52,713 | $200.7 萬 | 0.06% | +52,713 | 新進 |
| Nomura Asset Management International Inc. | 52,675 | $200.6 萬 | 0.00% | −11,218−17.6% | 減碼 |
| Envestnet Asset Management Inc | 52,114 | $198.4 萬 | 0.00% | +22,330+75.0% | 加碼 |
| Ensign Peak Advisors, Inc | 51,107 | $194.6 萬 | 0.00% | +44,515+675.3% | 加碼 |
| Prudential Financial Inc | 50,906 | $193.8 萬 | 0.00% | −57,239−52.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 50,890 | $193.8 萬 | 0.04% | +2,909+6.1% | 加碼 |
| State of Alaska, Department of Revenue | 50,893 | $193.7 萬 | 0.02% | −4,340−7.9% | 減碼 |
| State of Tennessee, Treasury Department | 50,255 | $191.4 萬 | 0.01% | −905−1.8% | 減碼 |
| Chase Investment Counsel Corp | 50,000 | $190.4 萬 | 0.40% | +10,000+25.0% | 加碼 |
| Summit Trail Advisors, LLC | 49,956 | $190.2 萬 | 0.02% | +14,526+41.0% | 加碼 |
| Captrust Financial Advisors | 48,741 | $185.6 萬 | 0.00% | +35,109+257.5% | 加碼 |
| Boothbay Fund Management, LLC | 48,669 | $185.3 萬 | 0.04% | +48,669 | 新進 |
| Cygnus Capital Advisors, LLC | 48,664 | $185.3 萬 | 1.26% | +48,664 | 新進 |
| Convergence Investment Partners, LLC | 48,412 | $184.4 萬 | 0.17% | +48,412 | 新進 |
| American Century Companies Inc | 47,752 | $181.8 萬 | 0.00% | +47,752 | 新進 |
| Mutual of America Capital Management LLC | 47,051 | $179.2 萬 | 0.02% | −1,526−3.1% | 減碼 |
| Edgestream Partners, L.P. | 45,473 | $173.2 萬 | 0.05% | +45,473 | 新進 |
| Deutsche Bank AG | 45,170 | $172.0 萬 | 0.00% | +2,708+6.4% | 加碼 |
| Aquatic Capital Management LLC | 45,115 | $171.8 萬 | 0.06% | +45,115 | 新進 |
| Horizon Investments, LLC | 44,733 | $170.3 萬 | 0.02% | +44,673+74,455.0% | 加碼 |
| Commerce Bank | 44,559 | $169.7 萬 | 0.01% | +2,619+6.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,486 | $169.4 萬 | 0.00% | 00.0% | 不變 |
| Caisse de Depot Et Placement du Quebec | 44,300 | $168.7 萬 | 0.00% | −300−0.7% | 減碼 |
| M&T Bank Corp | 43,474 | $165.5 萬 | 0.00% | +895+2.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 43,157 | $164.3 萬 | 0.01% | −29,789−40.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 42,628 | $162.3 萬 | 0.01% | 00.0% | 不變 |
| Auxier Asset Management | 42,211 | $160.7 萬 | 0.22% | −1,001−2.3% | 減碼 |
| Oak Thistle LLC | 41,994 | $159.9 萬 | 0.15% | +41,994 | 新進 |
| JustInvest LLC | 41,807 | $159.2 萬 | 0.01% | +17,482+71.9% | 加碼 |
| Commonwealth Equity Services, LLC | 41,519 | $158.1 萬 | 0.00% | −35,631−46.2% | 減碼 |
| Toroso Investments, LLC | 41,504 | $158.0 萬 | 0.00% | −9,006−17.8% | 減碼 |
| Merit Financial Group, LLC | 41,326 | $157.4 萬 | 0.01% | +22,320+117.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 39,320 | $149.7 萬 | 0.00% | −73,017−65.0% | 減碼 |
| Susquehanna International Group, LLP | 38,927 | $148.2 萬 | 0.00% | −112,176−74.2% | 減碼 |
| Ceera Investments, LLC | 38,743 | $147.5 萬 | 0.63% | −3,485−8.3% | 減碼 |
| Ethic Inc. | 38,444 | $146.4 萬 | 0.02% | +38,444 | 新進 |
| Public Employees Retirement System of Ohio | 38,343 | $146.0 萬 | 0.00% | −259−0.7% | 減碼 |
| Handelsbanken Fonder AB | 37,500 | $142.8 萬 | 0.00% | +2,800+8.1% | 加碼 |
| Cunning Capital Partners, LP | 37,360 | $142.3 萬 | 0.57% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 37,100 | $141.3 萬 | 0.02% | +300+0.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,042 | $141.1 萬 | 0.00% | +34,619+1,428.8% | 加碼 |
| Vident Advisory, LLC | 36,538 | $139.1 萬 | 0.01% | −7,838−17.7% | 減碼 |
| Cetera Investment Advisers | 36,003 | $137.1 萬 | 0.00% | +9,102+33.8% | 加碼 |
| Yousif Capital Management, LLC | 34,992 | $133.2 萬 | 0.01% | −2,204−5.9% | 減碼 |
| Arizona State Retirement System | 34,977 | $133.2 萬 | 0.01% | +239+0.7% | 加碼 |
| Point Nemo Capital, LLC | 34,831 | $132.6 萬 | 0.67% | +34,831 | 新進 |