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 88.23%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,192

Active Positions

Holders Shares
Increased Positions 230 26,720,154
Decreased Positions 209 26,007,256
Held Positions 57 190,171,483
Total Institutional Shares 496 242,898,893

New and Sold Out Positions


Holders Shares
New Positions 60 3,257,016
Sold Out Positions 47 13,669,268

209 Decreased Institutional Holders
26,007,256 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)
NIKKO ASSET MANAGEMENT AMERICAS, INC. 03/31/2015 0 (7,600) Sold Out
NORTH RUN CAPITAL, LP 03/31/2015 0 (1,909,414) Sold Out
NUMERIC INVESTORS LLC 03/31/2015 0 (601,900) Sold Out
OLD POINT TRUST & FINANCIAL SERVICES N A 03/31/2015 0 (15,000) Sold Out
OSKIE CAPITAL MANAGEMENT, LLC 03/31/2015 0 (306,825) Sold Out
PRIVATE ADVISOR GROUP, LLC 03/31/2015 0 (23,727) Sold Out
QUANTITATIVE INVESTMENT MANAGEMENT, LLC 03/31/2015 0 (20,300) Sold Out
QUANTITATIVE SYSTEMATIC STRATEGIES LLC 03/31/2015 0 (10,533) Sold Out
REGENTATLANTIC CAPITAL LLC 03/31/2015 0 (2,171) Sold Out
RENAISSANCE TECHNOLOGIES LLC 03/31/2015 0 (609,600) Sold Out
SANDELL ASSET MANAGEMENT CORP 03/31/2015 0 (883,233) Sold Out
SENECA CAPITAL INVESTMENTS, L.P. 03/31/2015 0 (138,400) Sold Out
STANDARD LIFE INVESTMENTS LTD 03/31/2015 0 (11,291) Sold Out
TOWER RESEARCH CAPITAL LLC (TRC) 03/31/2015 0 (244) 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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