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 |
|---|---|---|---|---|---|
| Man Group plc | 34,551 | $131.6 萬 | 0.00% | −47,787−58.0% | 減碼 |
| Freestone Grove Partners LP | 34,107 | $129.9 萬 | 0.01% | −9,871−22.4% | 減碼 |
| TD Waterhouse Canada Inc. | 32,485 | $127.8 萬 | 0.00% | +32,485 | 新進 |
| Neuberger Berman Group LLC | 33,418 | $127.3 萬 | 0.00% | +15,593+87.5% | 加碼 |
| Rothschild Investment LLC | 33,204 | $126.4 萬 | 0.05% | +29,900+905.0% | 加碼 |
| Prelude Capital Management, LLC | 33,076 | $126.0 萬 | 0.09% | +33,076 | 新進 |
| Vanguard Investments Australia, Ltd. | 32,306 | $123.0 萬 | 0.00% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 31,121 | $118.5 萬 | 0.10% | −36−0.1% | 減碼 |
| Quadrature Capital Ltd | 30,865 | $117.5 萬 | 0.01% | +30,865 | 新進 |
| Dynamic Technology Lab Private Ltd | 30,839 | $117.4 萬 | 0.26% | +30,839 | 新進 |
| Intech Investment Management LLC | 30,661 | $116.8 萬 | 0.01% | −59,155−65.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,347 | $115.6 萬 | 0.01% | −1,413−4.4% | 減碼 |
| Quinn Opportunity Partners LLC | 30,000 | $114.2 萬 | 0.05% | +20,000+200.0% | 加碼 |
| Amundi | 29,744 | $113.3 萬 | 0.00% | −199,463−87.0% | 減碼 |
| State of Michigan Retirement System | 29,668 | $113.0 萬 | 0.01% | −800−2.6% | 減碼 |
| Havemeyer Place LP | 29,443 | $112.1 萬 | 0.11% | +29,443 | 新進 |
| AE Wealth Management LLC | 29,039 | $110.6 萬 | 0.01% | +16,065+123.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 28,514 | $108.6 萬 | 0.01% | +116+0.4% | 加碼 |
| Thrivent Financial for Lutherans | 28,149 | $107.2 萬 | 0.00% | −411−1.4% | 減碼 |
| New Mexico Educational Retirement Board | 27,800 | $105.9 萬 | 0.03% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 27,577 | $105.0 萬 | 0.02% | −228−0.8% | 減碼 |
| Bleakley Financial Group, LLC | 27,427 | $104.4 萬 | 0.01% | +27,427 | 新進 |
| Eschler Asset Management LLP | 27,000 | $102.8 萬 | 1.84% | +27,000 | 新進 |
| Oregon Public Employees Retirement Fund | 26,224 | $99.9 萬 | 0.01% | +200+0.8% | 加碼 |
| Huber Capital Management LLC | 26,100 | $99.4 萬 | 0.15% | +2,576+11.0% | 加碼 |
| Human Investing LLC | 25,831 | $98.4 萬 | 0.13% | −612−2.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 25,097 | $95.6 萬 | 0.00% | −3,099−11.0% | 減碼 |
| Bank of Montreal | 25,048 | $95.4 萬 | 0.00% | +1,738+7.5% | 加碼 |
| Squarepoint Ops LLC | 24,921 | $94.9 萬 | 0.00% | −783,841−96.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 24,668 | $93.9 萬 | 0.03% | −6,860−21.8% | 減碼 |
| denkapparat Operations GmbH | 24,170 | $92.0 萬 | 0.30% | +14,376+146.8% | 加碼 |
| SG Americas Securities, LLC | 23,847 | $90.8 萬 | 0.00% | −140,126−85.5% | 減碼 |
| HB Wealth Management, LLC | 23,475 | $89.4 萬 | 0.01% | +7,708+48.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 23,352 | $88.9 萬 | 0.02% | 00.0% | 不變 |
| Argyle Capital Management Inc. | 23,233 | $88.5 萬 | 0.25% | 00.0% | 不變 |
| Brighton Jones LLC | 22,367 | $85.2 萬 | 0.02% | +22,367 | 新進 |
| LGT Group Foundation | 22,257 | $84.8 萬 | 0.01% | −17,836−44.5% | 減碼 |
| Mirabella Financial Services LLP | 22,021 | $83.9 萬 | 0.08% | +985+4.7% | 加碼 |
| Ritholtz Wealth Management | 22,013 | $83.8 萬 | 0.01% | +1,801+8.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 21,854 | $83.2 萬 | 0.00% | −762−3.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 21,540 | $82.0 萬 | 0.00% | +4,590+27.1% | 加碼 |
| Baird Financial Group, Inc. | 21,426 | $81.6 萬 | 0.00% | +1,443+7.2% | 加碼 |
| Sovereign's Capital Management, LLC | 21,239 | $80.9 萬 | 0.54% | −469−2.2% | 減碼 |
| Chicago Partners Investment Group LLC | 20,171 | $80.6 萬 | 0.02% | +11,495+132.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 20,845 | $79.4 萬 | 0.00% | +14,177+212.6% | 加碼 |
| Dark Forest Capital Management LP | 20,541 | $78.2 萬 | 0.05% | +20,541 | 新進 |
| US Bancorp | 19,902 | $75.8 萬 | 0.00% | +5,362+36.9% | 加碼 |
| Pictet Asset Management Holding SA | 19,881 | $75.7 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 19,433 | $74.0 萬 | 0.00% | +5,242+36.9% | 加碼 |
| XTX Topco Ltd | 19,394 | $73.9 萬 | 0.01% | +19,394 | 新進 |
| Chesley Taft & Associates LLC | 19,382 | $73.8 萬 | 0.03% | −550−2.8% | 減碼 |
| Group One Trading, L.P. | 18,954 | $72.2 萬 | 0.02% | +5,172+37.5% | 加碼 |
| Farther Finance Advisors, LLC | 18,906 | $72.0 萬 | 0.01% | +1,780+10.4% | 加碼 |
| Lighthouse Investment Partners, LLC | 18,757 | $71.4 萬 | 0.02% | −21,177−53.0% | 減碼 |
| Winton Group Ltd | 18,500 | $70.4 萬 | 0.02% | −25,500−58.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 18,451 | $70.3 萬 | 0.00% | −746−3.9% | 減碼 |
| Integrated Wealth Concepts LLC | 18,389 | $70.0 萬 | 0.00% | +8,386+83.8% | 加碼 |
| SRS Capital Advisors, Inc. | 18,184 | $69.2 萬 | 0.00% | +17,724+3,853.0% | 加碼 |
| Quadrant Capital Group LLC | 18,013 | $68.6 萬 | 0.02% | +15,197+539.7% | 加碼 |
| MSH Capital Advisors LLC | 17,578 | $66.9 萬 | 0.12% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 17,388 | $66.2 萬 | 0.01% | +3,545+25.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 17,245 | $65.7 萬 | 0.01% | +5,800+50.7% | 加碼 |
| Lido Advisors, LLC | 16,955 | $65.4 萬 | 0.00% | +16,955 | 新進 |
| Xponance, Inc. | 16,994 | $64.7 萬 | 0.00% | −820−4.6% | 減碼 |
| Rockland Trust Co | 16,866 | $64.2 萬 | 0.03% | 00.0% | 不變 |
| Buckingham Strategic Partners | 16,766 | $63.8 萬 | 0.01% | +16,766 | 新進 |
| Bull Harbor Capital LLC | 16,740 | $63.7 萬 | 0.12% | +16,740 | 新進 |
| MAI Capital Management | 16,673 | $63.7 萬 | 0.00% | +13,879+496.7% | 加碼 |
| Wealthfront Advisers LLC | 16,720 | $63.7 萬 | 0.00% | −325−1.9% | 減碼 |
| Claret Asset Management Corp | 16,410 | $62.5 萬 | 0.07% | +1,720+11.7% | 加碼 |
| Archer Investment Corp | 16,300 | $62.1 萬 | 0.12% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 16,060 | $61.9 萬 | 0.01% | +1,149+7.7% | 加碼 |
| Capital Financial Group Inc | 16,067 | $61.2 萬 | 0.32% | +16,067 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,911 | $60.6 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 16,036 | $60.5 萬 | 0.00% | +1,810+12.7% | 加碼 |
| Ifrah Financial Services, Inc. | 15,700 | $59.8 萬 | 0.15% | −100−0.6% | 減碼 |
| TCM Advisors, LLC | – | $59.0 萬 | 0.46% | – | – |
| RMB Capital Management, LLC | 15,342 | $58.4 萬 | 0.01% | +3,585+30.5% | 加碼 |
| Legacy Bridge, LLC | 15,265 | $58.1 萬 | 0.18% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Ascent Group, LLC | 14,314 | $54.5 萬 | 0.02% | +14,314 | 新進 |
| Hantz Financial Services, Inc. | 14,305 | $54.5 萬 | 0.01% | +8,309+138.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 14,290 | $54.4 萬 | 0.00% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 14,225 | $54.2 萬 | 0.02% | +14,225 | 新進 |
| Allworth Financial LP | 14,168 | $54.0 萬 | 0.00% | +7,410+109.6% | 加碼 |
| Swiss Life Asset Management Ltd | 13,842 | $52.7 萬 | 0.00% | +1,908+16.0% | 加碼 |
| New Age Alpha Advisors, LLC | 13,825 | $52.6 萬 | 0.02% | −306−2.2% | 減碼 |
| Abacus Wealth Partners, LLC | 13,220 | $50.3 萬 | 0.05% | +446+3.5% | 加碼 |
| D.A. Davidson & Co. | 12,533 | $47.7 萬 | 0.00% | +12,533 | 新進 |
| Affinity Capital Advisors, LLC | 12,094 | $47.4 萬 | 0.06% | +4,666+62.8% | 加碼 |
| Blackstone Group Inc. | 12,124 | $46.2 萬 | 0.00% | +12,124 | 新進 |
| Aviva PLC | 11,893 | $45.3 萬 | 0.00% | +11,893 | 新進 |
| Simplicity Wealth,LLC | 11,731 | $44.7 萬 | 0.02% | +11,731 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 11,703 | $44.6 萬 | 0.00% | −54−0.5% | 減碼 |
| Krilogy Financial LLC | 11,663 | $44.4 萬 | 0.01% | +11,663 | 新進 |
| Omers Administration Corp | 11,600 | $44.2 萬 | 0.00% | +11,600 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,523 | $43.9 萬 | 0.02% | +11,523 | 新進 |
| NorthCrest Asset Manangement, LLC | 11,317 | $43.8 萬 | 0.01% | +11,317 | 新進 |
| Frec Markets, Inc. | 11,239 | $42.8 萬 | 0.04% | +11,239 | 新進 |
| Frank, Rimerman Advisors LLC | 11,192 | $42.6 萬 | 0.02% | +11,192 | 新進 |