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

230 Increased Institutional Holders
26,720,154 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)
MANAGED ACCOUNT ADVISORS LLC 03/31/2015 484,339 20,279 4.37 14,341
SUSQUEHANNA INTERNATIONAL GROUP, LLP 03/31/2015 462,065 236,551 104.89 13,682
PARAMETRIC PORTFOLIO ASSOCIATES LLC 03/31/2015 443,700 1,736 .39 13,138
BANK OF AMERICA CORP /DE/ 03/31/2015 432,866 265,445 158.55 12,817
PANAGORA ASSET MANAGEMENT INC 03/31/2015 431,029 206,999 92.40 12,763
SWISS NATIONAL BANK 03/31/2015 418,065 164,100 64.62 12,379
ADAGE CAPITAL PARTNERS GP LLC 03/31/2015 416,700 19,700 4.96 12,338
PRINCIPAL FINANCIAL GROUP INC 03/31/2015 414,952 1,715 .42 12,287
GAMCO INVESTORS, INC. ET AL 03/31/2015 411,143 11,657 2.92 12,174
WESTWOOD HOLDINGS GROUP INC 03/31/2015 387,245 133,270 52.47 11,466
MIZUHO TRUST & BANKING CO., LTD. 03/31/2015 376,940 9,093 2.47 11,161
UBS OCONNOR LLC 03/31/2015 362,866 362,866 New 10,744
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 03/31/2015 352,002 352,002 New 10,423
AFFINITY INVESTMENT ADVISORS, LLC 03/31/2015 347,635 51,608 17.43 10,293
HAYS ADVISORY LLC 03/31/2015 340,770 340,770 New 10,090

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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