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 86.83%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $8,291

Active Positions

Holders Shares
Increased Positions 214 27,368,429
Decreased Positions 197 24,398,455
Held Positions 70 187,156,718
Total Institutional Shares 481 238,923,602

New and Sold Out Positions


Holders Shares
New Positions 53 6,168,198
Sold Out Positions 48 5,618,279

53 New Institutional Holders
6,168,198 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)
TORCH WEALTH MANAGEMENT LLC 12/31/2014 47,535 47,535 New 1,649
HAVENS ADVISORS LLC 09/30/2014 41,000 41,000 New 1,423
DIVERSIFIED TRUST CO 06/30/2014 37,699 37,699 New 1,308
BAIRD ROBERT W & CO INC /WI/ 09/30/2014 30,090 30,090 New 1,044
CONTINENTAL ADVISORS LLC 09/30/2014 30,000 30,000 New 1,041
STUX CAPITAL MANAGEMENT, LLC 06/30/2014 24,500 24,500 New 850
HAP TRADING, LLC 09/30/2014 24,153 24,153 New 838
KSA CAPITAL MANAGEMENT, LLC 09/30/2014 23,300 23,300 New 809
WEDGE CAPITAL MANAGEMENT L L P/NC 09/30/2014 22,025 22,025 New 764
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA 09/30/2014 21,100 21,100 New 732
ALPS ADVISORS INC 09/30/2014 18,500 18,500 New 642
AHL PARTNERS LLP 09/30/2014 16,003 16,003 New 555
ZACKS INVESTMENT MANAGEMENT 09/30/2014 15,449 15,449 New 536
CLINTON GROUP INC 09/30/2014 13,649 13,649 New 474
CYPRESS CAPITAL GROUP 09/30/2014 11,120 11,120 New 386

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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