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

175 Increased Institutional Holders
21,584,404 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)
HENDERSON GROUP PLC 12/31/2015 199,926 18,070 9.94 4,047
CHEVY CHASE TRUST HOLDINGS, INC. 03/31/2016 199,464 8,917 4.68 4,037
GUINNESS ASSET MANAGEMENT LTD 03/31/2016 194,678 24,080 14.12 3,940
OTTER CREEK ADVISORS, LLC 12/31/2015 194,386 139,756 255.82 3,934
NATIONAL PENSION SERVICE 12/31/2015 183,701 12,180 7.10 3,718
ESPALIER GLOBAL MANAGEMENT LLC 12/31/2015 158,500 58,500 58.50 3,208
ROYAL BANK OF CANADA 12/31/2015 158,330 88,922 128.12 3,205
NINE CHAPTERS CAPITAL MANAGEMENT LLC 09/30/2015 156,800 122,700 359.82 3,174
STIFEL NICOLAUS & CO INC \MO\ 12/31/2015 155,500 5,323 3.54 3,147
PINE RIVER CAPITAL MANAGEMENT L.P. 12/31/2015 150,000 150,000 New 3,036
BAIRD FINANCIAL GROUP, INC. 12/31/2015 142,944 28,008 24.37 2,893
TSP CAPITAL MANAGEMENT GROUP, LLC 12/31/2015 142,675 3,000 2.15 2,888
BNP PARIBAS INVESTMENT PARTNERS S.A. 12/31/2015 137,511 105,657 331.69 2,783
DECADE CAPITAL MANAGEMENT LLC 09/30/2015 125,000 125,000 New 2,530
ROCK POINT ADVISORS, LLC 03/31/2016 116,806 22,849 24.32 2,364

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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