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 86.42%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $8,019

Active Positions

Holders Shares
Increased Positions 213 26,075,192
Decreased Positions 193 24,694,198
Held Positions 74 187,042,004
Total Institutional Shares 480 237,811,394

New and Sold Out Positions


Holders Shares
New Positions 52 7,498,370
Sold Out Positions 44 5,372,080

52 New Institutional Holders
7,498,370 New 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)
AMERICAN CENTURY COMPANIES INC 09/30/2014 2,090,713 2,090,713 New 70,499
WESTCHESTER CAPITAL MANAGEMENT, LLC 09/30/2014 1,727,700 1,727,700 New 58,258
SCHRODER INVESTMENT MANAGEMENT GROUP 09/30/2014 581,900 581,900 New 19,622
FOXHAVEN ASSET MANAGEMENT, LP 09/30/2014 400,930 400,930 New 13,519
CHARTER BRIDGE CAPITAL MANAGEMENT, L.P. 09/30/2014 375,000 375,000 New 12,645
FIRST TRUST ADVISORS LP 09/30/2014 357,424 357,424 New 12,052
BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD 09/30/2014 300,000 300,000 New 10,116
FIRST QUADRANT L P/CA 09/30/2014 251,000 251,000 New 8,464
ASCEND CAPITAL, LLC 09/30/2014 201,450 201,450 New 6,793
EUCLID ADVISORS LLC 09/30/2014 164,490 164,490 New 5,547
TAHITHROMOS, L.L.C. 09/30/2014 124,274 124,274 New 4,191
WELLINGTON MANAGEMENT CO LLP 09/30/2014 112,259 112,259 New 3,785
STONERIDGE INVESTMENT PARTNERS LLC 09/30/2014 94,294 94,294 New 3,180
KEMNAY ADVISORY SERVICES INC. 09/30/2014 77,255 77,255 New 2,605
CLARK ESTATES INC/NY 09/30/2014 71,000 71,000 New 2,394

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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