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 89.35%
Total Shares Outstanding (millions) 224
Total Value of Holdings (millions) $4,058

Active Positions

Holders Shares
Increased Positions 175 21,584,404
Decreased Positions 281 66,050,193
Held Positions 67 112,875,344
Total Institutional Shares 523 200,509,941

New and Sold Out Positions


Holders Shares
New Positions 64 2,625,015
Sold Out Positions 75 13,111,009

281 Decreased Institutional Holders
66,050,193 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)
HL FINANCIAL SERVICES LLC 03/31/2016 10,337 (688) (6.24) 209
GREAT LAKES ADVISORS, LLC 12/31/2015 10,057 (208) (2.03) 204
TOKIO MARINE ASSET MANAGEMENT CO LTD 12/31/2015 9,749 (2,126) (17.9) 197
UNITED CAPITAL FINANCIAL ADVISERS, LLC 12/31/2015 9,745 (2,980) (23.42) 197
CIBC WORLD MARKETS INC. 12/31/2015 9,515 (52,178) (84.58) 193
PROFUND ADVISORS LLC 12/31/2015 9,401 (554) (5.57) 190
BB&T CORP 12/31/2015 8,899 (1,078) (10.81) 180
FULLER & THALER ASSET MANAGEMENT, INC. 12/31/2015 8,840 (1,660) (15.81) 179
KENTUCKY RETIREMENT SYSTEMS INSURANCE TRUST FUND 12/31/2015 8,834 (397) (4.3) 179
HALSEY ASSOCIATES INC/CT 12/31/2015 8,384 (658) (7.28) 170
ARROW CAPITAL MANAGEMENT, LLC 12/31/2015 7,500 (37,500) (83.33) 152
TORONTO DOMINION BANK 12/31/2015 7,230 (1,567) (17.81) 146
SG AMERICAS SECURITIES, LLC 12/31/2015 7,222 (1,571,729) (99.54) 146
VTL ASSOCIATES, LLC 09/30/2015 7,211 (1,947) (21.26) 146
ATHERTON LANE ADVISERS, LLC 12/31/2015 7,205 (185) (2.5) 146

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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