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 91.48%
Total Shares Outstanding (millions) 224
Total Value of Holdings (millions) $4,116

Active Positions

Holders Shares
Increased Positions 221 28,067,271
Decreased Positions 223 25,227,696
Held Positions 63 151,996,094
Total Institutional Shares 507 205,291,061

New and Sold Out Positions


Holders Shares
New Positions 54 6,595,056
Sold Out Positions 70 6,746,824

444 Activity Institutional Holders
53,294,967 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)
ALPS ADVISORS INC 03/31/2016 0 (13,957) Sold Out
ALYESKA INVESTMENT GROUP, L.P. 03/31/2016 0 (69,338) Sold Out
AMERICAN CENTURY COMPANIES INC 03/31/2016 0 (1,247,799) Sold Out
ARETE WEALTH ADVISORS, LLC 03/31/2016 0 (8,150) Sold Out
ARROW CAPITAL MANAGEMENT, LLC 03/31/2016 0 (7,500) Sold Out
AUSDAL FINANCIAL PARTNERS, INC. 03/31/2016 0 (1,100) Sold Out
AXA 03/31/2016 0 (3,500) Sold Out
BALENTINE LLC 03/31/2016 0 (20) Sold Out
BATH SAVINGS TRUST CO 03/31/2016 0 (6,961) Sold Out
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 03/31/2016 0 (77) Sold Out
BRANT POINT INVESTMENT MANAGEMENT LLC 03/31/2016 0 (65,000) Sold Out
CALAMOS ADVISORS LLC 03/31/2016 0 (6,900) Sold Out
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 03/31/2016 0 (17,443) Sold Out
CAPITAL FUND MANAGEMENT S.A. 03/31/2016 0 (11,684) Sold Out
CAPITAL ONE, NATIONAL ASSOCIATION 03/31/2016 0 (6,133) 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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