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 87.65%
Total Shares Outstanding (millions) 276
Total Value of Holdings (millions) $8,323

Active Positions

Holders Shares
Increased Positions 237 29,733,043
Decreased Positions 202 32,408,289
Held Positions 72 180,024,646
Total Institutional Shares 511 242,165,978

New and Sold Out Positions


Holders Shares
New Positions 62 7,757,421
Sold Out Positions 59 6,245,616

439 Activity Institutional Holders
62,141,332 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)
MARINER WEALTH ADVISORS-NYC, LLC 03/31/2015 849 849 New 29
ADVISORY SERVICES NETWORK, LLC 06/30/2015 840 (33) (3.78) 29
LI WINIFRED I 12/31/2014 569 513 916.07 20
GROUND SWELL CAPITAL, LLC 09/30/2014 465 465 New 16
WINSLOW, EVANS & CROCKER, INC. 06/30/2015 408 (160) (28.17) 14
TCI WEALTH ADVISORS, INC. 06/30/2015 365 365 New 13
INDEX MANAGEMENT SOLUTIONS, LLC 06/30/2015 295 183 163.39 10
AMERICAN RESEARCH & MANAGEMENT CO. 06/30/2015 200 200 New 7
SEI INVESTMENTS CO 06/30/2015 177 (7,737) (97.76) 6
SENSIBLE FINANCIAL PLANNING & MANAGEMENT, LLC. 06/30/2015 176 176 New 6
1832 ASSET MANAGEMENT L.P. 06/30/2015 130 130 New 4
ASSETMARK, INC 06/30/2015 126 126 New 4
GEMMER ASSET MANAGEMENT LLC 06/30/2015 101 (30) (22.9) 3
SAWTOOTH ASSET MANAGEMENT, INC. 06/30/2015 100 6 6.38 3
HOWE & RUSLING INC 06/30/2015 97 12 14.12 3

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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