H&R Block, Inc. Institutional Ownership

HRB 
$30.85
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0.70
2.22%
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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 88.73%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,534

Active Positions

Holders Shares
Increased Positions 223 36,618,131
Decreased Positions 206 32,347,630
Held Positions 71 175,255,529
Total Institutional Shares 500 244,221,290

New and Sold Out Positions


Holders Shares
New Positions 63 13,244,703
Sold Out Positions 55 16,907,378

429 Activity Institutional Holders
68,965,761 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)
NATIONAL PLANNING CORP 12/31/2014 495 495 New 15
GROUND SWELL CAPITAL, LLC 09/30/2014 465 465 New 14
GRADIENT INVESTMENTS LLC 03/31/2015 400 400 New 12
ENTERPRISE FINANCIAL SERVICES CORP 03/31/2015 395 (4,000) (91.01) 12
CARROLL FINANCIAL ASSOCIATES, INC. 03/31/2015 318 318 New 10
TRANSAMERICA FINANCIAL ADVISORS, INC. 12/31/2014 302 2 .67 9
FARMERS & MERCHANTS INVESTMENTS INC 03/31/2015 244 44 22 8
TOWER RESEARCH CAPITAL LLC (TRC) 12/31/2014 244 (550) (69.27) 8
HUNTINGTON ASSET ADVISORS, INC. 03/31/2015 210 (140) (40) 6
GEMMER ASSET MANAGEMENT LLC 03/31/2015 131 30 29.70 4
INTEGRATED WEALTH MANAGEMENT 03/31/2015 114 114 New 4
NATIONAL ASSET MANAGEMENT, INC. 12/31/2014 100 100 New 3
HOWE & RUSLING INC 03/31/2015 85 (7) (7.61) 3
FORTALEZA ASSET MANAGEMENT INC/ 03/31/2015 60 (80) (57.14) 2
A.R.T. ADVISORS, LLC 12/31/2014 0 (412,250) Sold Out

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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