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


Institutional Ownership 86.89%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $8,196

Active Positions

Holders Shares
Increased Positions 217 27,505,686
Decreased Positions 196 24,409,875
Held Positions 70 187,184,108
Total Institutional Shares 483 239,099,669

New and Sold Out Positions


Holders Shares
New Positions 55 6,186,618
Sold Out Positions 48 5,618,279

413 Activity Institutional Holders
51,915,561 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)
INTEGRAL DERIVATIVES, LLC 09/30/2014 1,724 (21,300) (92.51) 59
GUARDIAN LIFE INSURANCE CO OF AMERICA 09/30/2014 1,560 21 1.37 53
MERCER CAPITAL ADVISERS, INC. 12/31/2014 1,550 1,550 New 53
LLOYDS BANKING GROUP PLC 09/30/2014 1,150 (18) (1.54) 39
SHINKO ASSET MANAGEMENT CO., LTD. 09/30/2014 1,100 (200) (15.39) 38
MIZUHO ASSET MANAGEMENT CO.,LTD. 09/30/2014 1,079 637 144.12 37
WEALTHFRONT INC 09/30/2014 905 (80) (8.12) 31
ADVISORY SERVICES NETWORK, LLC 12/31/2014 836 836 New 29
TOWER RESEARCH CAPITAL LLC 09/30/2014 794 (2,277) (74.15) 27
LADENBURG THALMANN FINANCIAL SERVICES INC 09/30/2014 736 363 97.32 25
NATIONAL PLANNING CORP 12/31/2014 495 495 New 17
ATWOOD & PALMER INC 09/30/2014 479 329 219.33 16
GROUND SWELL CAPITAL, LLC 09/30/2014 465 465 New 16
CENTRAL TRUST & INVESTMENT CO 12/31/2014 314 314 New 11
TRANSAMERICA FINANCIAL ADVISORS, INC. 09/30/2014 300 300 New 10

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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