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 102.42%
Total Shares Outstanding (millions) 236
Total Value of Holdings (millions) $8,366

Active Positions

Holders Shares
Increased Positions 221 34,819,594
Decreased Positions 236 34,113,325
Held Positions 68 172,720,899
Total Institutional Shares 525 241,653,818

New and Sold Out Positions


Holders Shares
New Positions 74 11,024,517
Sold Out Positions 58 13,015,205

236 Decreased Institutional Holders
34,113,325 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)
EQIS CAPITAL MANAGEMENT, INC. 12/31/2015 14,728 (885,044) (98.36) 510
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 12/31/2015 14,578 (2,480) (14.54) 505
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA 09/30/2015 13,396 (6,411) (32.37) 464
LUCUS ADVISORS LLC 09/30/2015 13,056 (3,680) (21.99) 452
UNITED CAPITAL FINANCIAL ADVISERS, LLC 09/30/2015 12,725 (4,282) (25.18) 441
PINEBRIDGE INVESTMENTS, L.P. 09/30/2015 12,517 (108,837) (89.69) 433
HM PAYSON & CO 09/30/2015 12,376 (723) (5.52) 428
VERITABLE, L.P. 09/30/2015 12,132 (3,913) (24.39) 420
CAPITAL FUND MANAGEMENT S.A. 12/31/2015 11,684 (69,520) (85.61) 405
MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN 12/31/2015 11,290 (1,130) (9.1) 391
HL FINANCIAL SERVICES LLC 12/31/2015 11,025 (3,200) (22.5) 382
BECK CAPITAL MANAGEMENT, LLC 09/30/2015 10,940 (225) (2.02) 379
AHL PARTNERS LLP 09/30/2015 10,910 (127,211) (92.1) 378
SENTRY INVESTMENT MANAGEMENT LLC 12/31/2015 10,892 (1,799) (14.18) 377
PARSONS CAPITAL MANAGEMENT INC/RI 09/30/2015 10,825 (375) (3.35) 375

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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