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 88.33%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,802

Active Positions

Holders Shares
Increased Positions 233 26,746,541
Decreased Positions 208 26,093,167
Held Positions 60 190,298,518
Total Institutional Shares 501 243,138,226

New and Sold Out Positions


Holders Shares
New Positions 62 3,296,265
Sold Out Positions 47 13,669,268

233 Increased Institutional Holders
26,746,541 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)
TAHITHROMOS, L.L.C. 03/31/2015 309,674 110,000 55.09 9,937
CHARTER BRIDGE CAPITAL MANAGEMENT, L.P. 03/31/2015 266,950 16,950 6.78 8,566
RAYMOND JAMES & ASSOCIATES 03/31/2015 249,432 52,848 26.88 8,004
TOCQUEVILLE ASSET MANAGEMENT L.P. 03/31/2015 237,614 4,500 1.93 7,625
OPPENHEIMER & CO INC 03/31/2015 228,703 59,738 35.36 7,339
GUINNESS ATKINSON ASSET MANAGEMENT INC 03/31/2015 220,810 59,970 37.29 7,086
RETIREMENT SYSTEMS OF ALABAMA 03/31/2015 220,588 52,120 30.94 7,079
WBI INVESTMENTS, INC. 03/31/2015 216,813 216,813 New 6,958
CHEVY CHASE TRUST HOLDINGS, INC. 03/31/2015 215,126 7,915 3.82 6,903
ING GROEP NV 03/31/2015 191,269 180,419 1,662.85 6,138
CITIGROUP INC 03/31/2015 188,019 55,621 42.01 6,034
CATALYST CAPITAL ADVISORS LLC 03/31/2015 182,855 19,779 12.13 5,868
PICTET ASSET MANAGEMENT LTD 03/31/2015 179,449 4,500 2.57 5,759
ABSOLUTE RETURN CAPITAL, LLC 03/31/2015 178,525 15,094 9.24 5,729
STIFEL NICOLAUS & CO INC \MO\ 03/31/2015 176,951 40,407 29.59 5,678

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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