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 as reported in the most recent 13F filings


Institutional Ownership 89.35%
Total Shares Outstanding (millions) 224
Total Value of Holdings (millions) $4,058

Active Positions

Holders Shares
Increased Positions 175 21,584,404
Decreased Positions 281 66,050,193
Held Positions 67 112,875,344
Total Institutional Shares 523 200,509,941

New and Sold Out Positions


Holders Shares
New Positions 64 2,625,015
Sold Out Positions 75 13,111,009

64 New Institutional Holders
2,625,015 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)
NORTHPOINTE CAPITAL LLC 03/31/2016 4,025 4,025 New 81
PACER ADVISORS, INC. 12/31/2015 3,550 3,550 New 72
SEVEN EIGHT CAPITAL, LLC 12/31/2015 3,363 3,363 New 68
SIMPLEX TRADING, LLC 03/31/2016 2,076 2,076 New 42
AMICA RETIREE MEDICAL TRUST 12/31/2015 1,829 1,829 New 37
NEW YORK LIFE TRUST CO 12/31/2015 1,768 1,768 New 36
RPG FAMILY WEALTH ADVISORY, LLC 12/31/2015 1,500 1,500 New 30
AUSDAL FINANCIAL PARTNERS, INC. 12/31/2015 1,100 1,100 New 22
PENSERRA CAPITAL MANAGEMENT LLC 12/31/2015 992 992 New 20
VERITAS INVESTMENT MANAGEMENT LLP 12/31/2015 923 923 New 19
BRONFMAN E.L. ROTHSCHILD, L.P. 12/31/2015 764 764 New 15
POINT72 ASIA (HONG KONG) LTD 12/31/2015 600 600 New 12
MITSUBISHI UFJ SECURITIES HOLDINGS CO., LTD. 12/31/2015 520 520 New 11
FELTZ WEALTH PLAN INC. 12/31/2015 506 506 New 10
WEALTHTRUST-ARIZONA, LLC 03/31/2016 363 363 New 7

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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