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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 11,031 | $42.0 萬 | 0.00% | +4,049+58.0% | 加碼 |
| West Family Investments, Inc. | 10,929 | $41.6 萬 | 0.12% | +10,929 | 新進 |
| Nykredit A/S | 10,685 | $40.7 萬 | 0.00% | +10,685 | 新進 |
| Natixis Advisors, L.P. | 10,472 | $39.8 萬 | 0.00% | +10,472 | 新進 |
| Baker Avenue Asset Management, LP | 10,354 | $39.4 萬 | 0.01% | +10,354 | 新進 |
| HighTower Advisors, LLC | 10,350 | $39.4 萬 | 0.00% | −10,618−50.6% | 減碼 |
| Securian Asset Management, Inc | 9,343 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 10,223 | $38.9 萬 | 0.00% | +10,223 | 新進 |
| Bank of Nova Scotia | 10,114 | $38.5 萬 | 0.00% | −3,258−24.4% | 減碼 |
| Syon Capital LLC | 10,034 | $38.2 萬 | 0.02% | +10,034 | 新進 |
| Arkadios Wealth Advisors | 9,997 | $38.1 萬 | 0.01% | +9,997 | 新進 |
| CX Institutional | 9,938 | $37.8 萬 | 0.01% | +205+2.1% | 加碼 |
| CWC Advisors, LLC. | 9,798 | $37.3 萬 | 0.17% | −490−4.8% | 減碼 |
| Federated Hermes, Inc. | 9,794 | $37.3 萬 | 0.00% | −282−2.8% | 減碼 |
| Citizens Financial Group Inc | 9,586 | $36.8 萬 | 0.00% | +9,586 | 新進 |
| Aviso Wealth Management | 9,639 | $36.7 萬 | 0.14% | +85+0.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 9,497 | $36.2 萬 | 0.01% | +5,361+129.6% | 加碼 |
| Compass Financial Management LLC | 9,381 | $35.7 萬 | 0.04% | +9,381 | 新進 |
| Brown Advisory Inc | 9,142 | $34.8 萬 | 0.00% | −156−1.7% | 減碼 |
| Taylor Hoffman Capital Management LLC | 9,027 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 8,960 | $34.4 萬 | 0.01% | +2,539+39.5% | 加碼 |
| Evolve Private Wealth, LLC | 8,918 | $34.3 萬 | 0.02% | +8,918 | 新進 |
| Diversified Trust Co | 8,905 | $33.9 萬 | 0.01% | +8,905 | 新進 |
| Bridgewater Associates, LP | 8,759 | $33.4 萬 | 0.00% | −37,770−81.2% | 減碼 |
| HM Payson & Co | 8,750 | $33.3 萬 | 0.00% | −200−2.2% | 減碼 |
| FCG Investment Co | 8,690 | $33.1 萬 | 0.11% | +8,690 | 新進 |
| Boston Family Office LLC | 8,600 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| Waddell & Associates, LLC | 8,438 | $32.1 萬 | 0.02% | +8,438 | 新進 |
| Inscription Capital, LLC | 8,432 | $32.1 萬 | 0.03% | +1,299+18.2% | 加碼 |
| Jackson Thornton Asset Management, LLC | 8,249 | $31.4 萬 | 0.02% | +8,249 | 新進 |
| Dorsey & Whitney Trust CO LLC | 8,141 | $31.0 萬 | 0.02% | +76+0.9% | 加碼 |
| Bayforest Capital Ltd | 8,109 | $30.9 萬 | 0.29% | +8,109 | 新進 |
| Kera Capital Partners, Inc. | 8,065 | $30.7 萬 | 0.03% | +8,065 | 新進 |
| Federation des caisses Desjardins du Quebec | 8,006 | $30.5 萬 | 0.00% | +4,924+159.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,963 | $30.3 萬 | 0.00% | +7,963 | 新進 |
| Mission Wealth Management, LP | 7,904 | $30.1 萬 | 0.00% | +7,904 | 新進 |
| Savant Capital, LLC | 7,421 | $29.7 萬 | 0.00% | +7,421 | 新進 |
| AlphaCore Capital LLC | 7,531 | $28.9 萬 | 0.01% | +7,531 | 新進 |
| Caerus Investment Advisors, LLC | 7,443 | $28.3 萬 | 0.10% | +7,443 | 新進 |
| TD Private Client Wealth LLC | 7,263 | $27.7 萬 | 0.01% | −10.0% | 減碼 |
| Ronald Blue Trust, Inc. | 7,213 | $27.5 萬 | 0.00% | +125+1.8% | 加碼 |
| Keybank National Association | 7,113 | $27.1 萬 | 0.00% | +593+9.1% | 加碼 |
| Resources Investment Advisors, LLC. | 6,978 | $26.6 萬 | 0.00% | +6,978 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 6,873 | $26.2 萬 | 0.00% | +2,141+45.2% | 加碼 |
| Park National Corp | 6,800 | $25.9 萬 | 0.01% | −198−2.8% | 減碼 |
| Allstate Corp | 6,800 | $25.9 萬 | 0.00% | +6,800 | 新進 |
| Truist Financial Corp | 6,789 | $25.9 萬 | 0.00% | −569−7.7% | 減碼 |
| Utah Retirement Systems | 6,719 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 6,665 | $25.4 萬 | 0.00% | +6,665 | 新進 |
| Blueshift Asset Management, LLC | 6,520 | $24.8 萬 | 0.06% | −8,699−57.2% | 減碼 |
| Everence Capital Management Inc | 6,506 | $24.8 萬 | 0.01% | +6,506 | 新進 |
| DnB Asset Management AS | 6,509 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 6,486 | $24.7 萬 | 0.00% | 00.0% | 不變 |
| MOKAN Wealth Management Inc. | 6,434 | $24.5 萬 | 0.09% | +83+1.3% | 加碼 |
| Silver Coast Investments LLC | 6,428 | $24.5 萬 | 0.07% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 6,422 | $24.5 萬 | 0.01% | +6,422 | 新進 |
| Applied Finance Capital Management, LLC | 6,350 | $24.2 萬 | 0.02% | +6,350 | 新進 |
| Atomi Financial Group, Inc. | 6,298 | $24.0 萬 | 0.01% | +6,298 | 新進 |
| Legato Capital Management LLC | 6,110 | $23.3 萬 | 0.02% | +6,110 | 新進 |
| Integrated Quantitative Investments LLC | 6,110 | $23.3 萬 | 0.04% | +6,110 | 新進 |
| Waldron Private Wealth LLC | 6,075 | $23.1 萬 | 0.01% | +6,075 | 新進 |
| Robertson Stephens Wealth Management, LLC | 5,999 | $23.1 萬 | 0.01% | +5,999 | 新進 |
| Glenmede Trust Co NA | 5,978 | $22.8 萬 | 0.00% | +5,978 | 新進 |
| JMN Financial LLC | 5,897 | $22.7 萬 | 0.18% | +5,897 | 新進 |
| Sentinus, LLC | 5,945 | $22.6 萬 | 0.02% | +5,945 | 新進 |
| United Capital Financial Advisers, LLC | 5,890 | $22.4 萬 | 0.00% | −2,049−25.8% | 減碼 |
| Harbour Investments, Inc. | 5,879 | $22.4 萬 | 0.00% | −3,329−36.2% | 減碼 |
| Coldstream Capital Management Inc | 5,828 | $22.2 萬 | 0.00% | +5,828 | 新進 |
| Wedmont Private Capital | 5,538 | $21.9 萬 | 0.01% | +5,538 | 新進 |
| Arnhold LLC | 5,600 | $21.3 萬 | 0.01% | +5,600 | 新進 |
| Bridgefront Capital, LLC | 5,591 | $21.3 萬 | 0.06% | −5,517−49.7% | 減碼 |
| Apollon Wealth Management, LLC | 5,564 | $21.2 萬 | 0.00% | +5,564 | 新進 |
| Optas, LLC | 5,558 | $21.2 萬 | 0.03% | +5,558 | 新進 |
| Parcion Private Wealth LLC | 5,544 | $21.1 萬 | 0.01% | +5,544 | 新進 |
| Eagle Harbor Asset Management Inc | 5,542 | $21.1 萬 | 0.17% | +5,542 | 新進 |
| Umb Bank N A | 5,537 | $21.1 萬 | 0.00% | +594+12.0% | 加碼 |
| Crestwood Advisors Group LLC | 5,501 | $20.9 萬 | 0.00% | +5,501 | 新進 |
| Sym Financial Corp | 5,401 | $20.6 萬 | 0.02% | +5,401 | 新進 |
| Cypress Point Wealth Management, LLC | 5,378 | $20.5 萬 | 0.04% | +5,378 | 新進 |
| EverSource Wealth Advisors, LLC | 5,358 | $20.4 萬 | 0.01% | +1,996+59.4% | 加碼 |
| CSS LLC | 5,179 | $19.7 萬 | 0.01% | −7,980−60.6% | 減碼 |
| Signaturefd, LLC | 5,063 | $19.3 萬 | 0.00% | +1,912+60.7% | 加碼 |
| Rockefeller Capital Management L.P. | 4,919 | $18.7 萬 | 0.00% | +692+16.4% | 加碼 |
| Smartleaf Asset Management LLC | 4,456 | $17.0 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 4,449 | $17.0 萬 | 0.10% | +2,203+98.1% | 加碼 |
| STRS Ohio | 4,459 | $17.0 萬 | 0.00% | +1,463+48.8% | 加碼 |
| State of Wyoming | 4,378 | $16.7 萬 | 0.02% | −6,580−60.0% | 減碼 |
| 1620 Investment Advisors, Inc. | 4,053 | $15.4 萬 | 0.10% | −106−2.5% | 減碼 |
| KBC Group NV | 3,929 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Essential Partners LLC | 3,852 | $14.7 萬 | 0.07% | +2,603+208.4% | 加碼 |
| New Vernon Capital Holdings II LLC | 3,763 | $14.3 萬 | 0.08% | 00.0% | 不變 |
| Larson Financial Group LLC | 3,472 | $13.2 萬 | 0.00% | +1,699+95.8% | 加碼 |
| Sterling Capital Management LLC | 3,344 | $12.7 萬 | 0.00% | −302−8.3% | 減碼 |
| Parallel Advisors, LLC | 3,339 | $12.7 萬 | 0.00% | +152+4.8% | 加碼 |
| SBI Securities Co., Ltd. | 3,278 | $12.5 萬 | 0.00% | +2,000+156.5% | 加碼 |
| Global Retirement Partners, LLC | 2,929 | $11.2 萬 | 0.00% | +2,929 | 新進 |
| Armstrong Advisory Group, Inc | 2,566 | $9.77 萬 | 0.01% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 2,400 | $9.14 萬 | 0.03% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,315 | $8.82 萬 | 0.00% | +1,139+96.9% | 加碼 |
| Center for Financial Planning, Inc. | 2,303 | $8.77 萬 | 0.01% | 00.0% | 不變 |