H&R Block, Inc. Institutional Ownership

HRB 
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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 88.33%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,812

Active Positions

Holders Shares
Increased Positions 234 26,748,042
Decreased Positions 208 26,093,167
Held Positions 60 190,298,518
Total Institutional Shares 502 243,139,727

New and Sold Out Positions


Holders Shares
New Positions 63 3,297,766
Sold Out Positions 47 13,669,268

442 Activity Institutional Holders
52,841,209 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)
JOHNSON FINANCIAL GROUP, INC. 03/31/2015 1,646 1,600 3,478.26 53
ROPES WEALTH ADVISORS LLC 03/31/2015 1,600 1,600 New 51
INDEPENDENT PORTFOLIO CONSULTANTS, INC. 03/31/2015 1,501 1,501 New 48
ADVISORS ASSET MANAGEMENT, INC. 03/31/2015 1,400 (16,384) (92.13) 45
NEW YORK LIFE TRUST CO 03/31/2015 1,273 (2,472) (66.01) 41
GUARDIAN LIFE INSURANCE CO OF AMERICA 03/31/2015 1,203 (357) (22.89) 39
WEALTHFRONT INC 03/31/2015 1,200 (663) (35.59) 39
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 03/31/2015 1,158 200 20.88 37
METLIFE SECURITIES, INC 03/31/2015 1,102 512 86.78 35
VAN ECK ASSOCIATES CORP 03/31/2015 1,064 505 90.34 34
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 03/31/2015 1,052 (800) (43.2) 34
FTB ADVISORS, INC. 03/31/2015 932 69 8.00 30
ADVISORY SERVICES NETWORK, LLC 03/31/2015 873 37 4.43 28
SHINKO ASSET MANAGEMENT CO., LTD. 03/31/2015 855 (145) (14.5) 27
MARINER WEALTH ADVISORS-NYC, LLC 03/31/2015 849 849 New 27

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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