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) $7,229

Active Positions

Holders Shares
Increased Positions 231 26,720,191
Decreased Positions 209 26,020,596
Held Positions 57 190,158,139
Total Institutional Shares 497 242,898,926

New and Sold Out Positions


Holders Shares
New Positions 60 3,257,016
Sold Out Positions 48 13,682,641

231 Increased Institutional Holders
26,720,191 Increased 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)
GUGGENHEIM CAPITAL LLC 03/31/2015 813,196 91,373 12.66 24,201
GABELLI FUNDS LLC 03/31/2015 763,400 37,000 5.09 22,719
SUMITOMO MITSUI TRUST HOLDINGS, INC. 03/31/2015 739,076 70,905 10.61 21,995
LONDON CO OF VIRGINIA 03/31/2015 665,964 77,973 13.26 19,819
BLACKROCK JAPAN CO. LTD 03/31/2015 658,248 324,643 97.31 19,589
DIMENSIONAL FUND ADVISORS LP 03/31/2015 635,448 24,715 4.05 18,911
GLENMEDE TRUST CO NA 03/31/2015 607,718 53,493 9.65 18,086
ARROW CAPITAL MANAGEMENT, LLC 03/31/2015 607,000 50,000 8.98 18,064
BARCLAYS PLC 03/31/2015 605,390 141,986 30.64 18,016
WELLS FARGO & COMPANY/MN 03/31/2015 547,349 110,592 25.32 16,289
HIGHLAND CAPITAL MANAGEMENT LP 03/31/2015 542,551 283,300 109.28 16,146
FREESTONE CAPITAL HOLDINGS, LLC 03/31/2015 537,494 20,980 4.06 15,996
INVESCO LTD. 03/31/2015 530,140 57,977 12.28 15,777
MITSUBISHI UFJ TRUST & BANKING CORP 03/31/2015 521,357 8,446 1.65 15,516
A.R.T. ADVISORS, LLC 03/31/2015 493,603 493,603 New 14,690

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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