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 89.13%
Total Shares Outstanding (millions) 276
Total Value of Holdings (millions) $8,197

Active Positions

Holders Shares
Increased Positions 234 25,792,614
Decreased Positions 194 22,945,939
Held Positions 62 197,504,728
Total Institutional Shares 490 246,243,281

New and Sold Out Positions


Holders Shares
New Positions 59 3,591,250
Sold Out Positions 44 10,634,742

194 Decreased Institutional Holders
22,945,939 Decreased 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)
RIDGEWORTH CAPITAL MANAGEMENT LLC 03/31/2015 2,724 (317) (10.42) 91
SHAPIRO ROBERT N 12/31/2014 2,676 (1,244) (31.74) 89
LADENBURG THALMANN FINANCIAL SERVICES INC 03/31/2015 2,252 (12) (0.53) 75
ADVISORS ASSET MANAGEMENT, INC. 03/31/2015 1,400 (16,384) (92.13) 47
NEW YORK LIFE TRUST CO 03/31/2015 1,273 (2,472) (66.01) 42
GUARDIAN LIFE INSURANCE CO OF AMERICA 03/31/2015 1,203 (357) (22.89) 40
WEALTHFRONT INC 03/31/2015 1,200 (663) (35.59) 40
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 03/31/2015 1,052 (800) (43.2) 35
INDEPENDENT PORTFOLIO CONSULTANTS, INC. 06/30/2015 995 (506) (33.71) 33
ADVISORY SERVICES NETWORK, LLC 06/30/2015 840 (33) (3.78) 28
WINSLOW, EVANS & CROCKER, INC. 06/30/2015 408 (160) (28.17) 14
HUNTINGTON ASSET ADVISORS, INC. 03/31/2015 210 (140) (40) 7
RWC ASSET MANAGEMENT LLP 03/31/2015 123 (494,759) (99.98) 4
INDEX MANAGEMENT SOLUTIONS, LLC 03/31/2015 112 (1,000) (89.93) 4
FTB ADVISORS, INC. 06/30/2015 20 (912) (97.85) 1

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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