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 88.23%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,192

Active Positions

Holders Shares
Increased Positions 230 26,720,154
Decreased Positions 209 26,007,256
Held Positions 57 190,171,483
Total Institutional Shares 496 242,898,893

New and Sold Out Positions


Holders Shares
New Positions 60 3,257,016
Sold Out Positions 47 13,669,268

60 New Institutional Holders
3,257,016 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)
ENGINEERS GATE MANAGER LP 03/31/2015 11,700 11,700 New 346
ACHIEVEMENT HOLDINGS L.P. 03/31/2015 11,100 11,100 New 329
BB&T CORP 03/31/2015 10,581 10,581 New 313
PACAD INVESTMENT LTD. 03/31/2015 10,100 10,100 New 299
SECOR CAPITAL ADVISORS, LP 03/31/2015 9,465 9,465 New 280
BLUEMOUNTAIN CAPITAL MANAGEMENT, LLC 03/31/2015 9,320 9,320 New 276
CHICAGO TRUST CO NA 03/31/2015 9,000 9,000 New 266
SEMPER TRUST CO. 03/31/2015 8,902 8,902 New 264
IKOS CIF LTD 03/31/2015 8,061 8,061 New 239
QUANTRES ASSET MANAGEMENT LTD 03/31/2015 7,100 7,100 New 210
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 03/31/2015 6,979 6,979 New 207
FINEMARK NATIONAL BANK & TRUST 03/31/2015 6,800 6,800 New 201
RAFFERTY ASSET MANAGEMENT, LLC 03/31/2015 6,559 6,559 New 194
QCM CAYMAN, LTD. 03/31/2015 6,541 6,541 New 194
NUWAVE INVESTMENT MANAGEMENT, LLC 09/30/2014 5,333 5,333 New 158

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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