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 86.46%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,906

Active Positions

Holders Shares
Increased Positions 213 26,057,042
Decreased Positions 193 24,597,219
Held Positions 74 187,180,107
Total Institutional Shares 480 237,834,368

New and Sold Out Positions


Holders Shares
New Positions 51 7,479,870
Sold Out Positions 45 5,351,914

51 New Institutional Holders
7,479,870 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)
SOROS FUND MANAGEMENT LLC 09/30/2014 59,665 59,665 New 1,983
HAVENS ADVISORS LLC 09/30/2014 41,000 41,000 New 1,363
DIVERSIFIED TRUST CO 06/30/2014 37,699 37,699 New 1,253
BAIRD ROBERT W & CO INC /WI/ 09/30/2014 30,090 30,090 New 1,000
CONTINENTAL ADVISORS LLC 09/30/2014 30,000 30,000 New 997
REGIONS FINANCIAL CORP 09/30/2014 26,812 26,812 New 891
BRETON HILL CAPITAL LTD. 09/30/2014 25,800 25,800 New 858
STUX CAPITAL MANAGEMENT, LLC 06/30/2014 24,500 24,500 New 814
HAP TRADING, LLC 09/30/2014 24,153 24,153 New 803
KSA CAPITAL MANAGEMENT, LLC 09/30/2014 23,300 23,300 New 774
WEDGE CAPITAL MANAGEMENT L L P/NC 09/30/2014 22,025 22,025 New 732
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA 09/30/2014 21,100 21,100 New 701
FIRST NEW YORK SECURITIES LLC /NY 09/30/2014 20,000 20,000 New 665
AHL PARTNERS LLP 09/30/2014 16,003 16,003 New 532
ZACKS INVESTMENT MANAGEMENT 09/30/2014 15,449 15,449 New 514

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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