H&R Block, Inc. Institutional Ownership

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Exchange: NYSE
Industry: Consumer Services
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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 89.43%
Total Shares Outstanding (millions) 224
Total Value of Holdings (millions) $4,216

Active Positions

Holders Shares
Increased Positions 177 21,618,560
Decreased Positions 279 65,776,076
Held Positions 67 113,287,569
Total Institutional Shares 523 200,682,205

New and Sold Out Positions


Holders Shares
New Positions 64 2,625,015
Sold Out Positions 75 13,111,009

456 Activity Institutional Holders
87,394,636 Activity Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
ZURICH INSURANCE GROUP LTD/FI 12/31/2015 129,957 (23,038) (15.06) 2,730
AMERICAN INTERNATIONAL GROUP INC 12/31/2015 129,654 (9,285,181) (98.62) 2,724
DECADE CAPITAL MANAGEMENT LLC 09/30/2015 125,000 125,000 New 2,626
VILLERE ST DENIS J & CO /ADV 03/31/2016 122,400 (1,400) (1.13) 2,572
ROCK POINT ADVISORS, LLC 03/31/2016 116,806 22,849 24.32 2,454
AMP CAPITAL INVESTORS LTD 12/31/2015 113,145 1,926 1.73 2,377
FREESTONE CAPITAL HOLDINGS, LLC 12/31/2015 111,538 (433,083) (79.52) 2,343
TD ASSET MANAGEMENT INC 12/31/2015 108,162 (14,500) (11.82) 2,272
ING GROEP NV 12/31/2015 107,440 40,545 60.61 2,257
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 03/31/2016 102,993 (2,501) (2.37) 2,164
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12/31/2015 98,429 98,429 New 2,068
BANK OF MONTREAL /CAN/ 12/31/2015 98,340 (13,755) (12.27) 2,066
US BANCORP \DE\ 12/31/2015 95,158 (1,864) (1.92) 1,999
CITIGROUP INC 12/31/2015 94,555 (2,607,384) (96.5) 1,987
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 12/31/2015 92,910 (525) (0.56) 1,952

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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