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 89.13%
Total Shares Outstanding (millions) 276
Total Value of Holdings (millions) $8,197

Active Positions

Holders Shares
Increased Positions 234 25,792,614
Decreased Positions 194 22,945,939
Held Positions 62 197,504,728
Total Institutional Shares 490 246,243,281

New and Sold Out Positions


Holders Shares
New Positions 59 3,591,250
Sold Out Positions 44 10,634,742

234 Increased Institutional Holders
25,792,614 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)
MITSUBISHI UFJ TRUST & BANKING CORP 03/31/2015 521,357 8,446 1.65 17,356
A.R.T. ADVISORS, LLC 03/31/2015 493,603 493,603 New 16,432
MANAGED ACCOUNT ADVISORS LLC 03/31/2015 484,339 20,279 4.37 16,124
SUSQUEHANNA INTERNATIONAL GROUP, LLP 03/31/2015 462,065 236,551 104.89 15,382
PARAMETRIC PORTFOLIO ASSOCIATES LLC 03/31/2015 443,700 1,736 .39 14,771
BANK OF AMERICA CORP /DE/ 03/31/2015 432,866 265,445 158.55 14,410
PANAGORA ASSET MANAGEMENT INC 03/31/2015 431,029 206,999 92.40 14,349
SWISS NATIONAL BANK 03/31/2015 418,065 164,100 64.62 13,917
ADAGE CAPITAL PARTNERS GP LLC 03/31/2015 416,700 19,700 4.96 13,872
PRINCIPAL FINANCIAL GROUP INC 03/31/2015 414,952 1,715 .42 13,814
GAMCO INVESTORS, INC. ET AL 03/31/2015 411,143 11,657 2.92 13,687
WESTWOOD HOLDINGS GROUP INC 03/31/2015 387,245 133,270 52.47 12,891
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 06/30/2015 382,962 500 .13 12,749
MIZUHO TRUST & BANKING CO., LTD. 03/31/2015 376,940 9,093 2.47 12,548
UBS OCONNOR LLC 03/31/2015 362,866 362,866 New 12,080

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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