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 88.70%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,373

Active Positions

Holders Shares
Increased Positions 219 31,019,077
Decreased Positions 209 32,306,111
Held Positions 72 180,807,482
Total Institutional Shares 500 244,132,670

New and Sold Out Positions


Holders Shares
New Positions 61 7,482,929
Sold Out Positions 57 16,933,713

61 New Institutional Holders
7,482,929 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)
CLARK CAPITAL MANAGEMENT GROUP, INC. 12/31/2014 6,179 6,179 New 187
EQIS CAPITAL MANAGEMENT, INC. 12/31/2014 6,143 6,143 New 186
WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC 06/30/2014 5,990 5,990 New 181
SPOT TRADING L.L.C 12/31/2014 5,853 5,853 New 177
NUWAVE INVESTMENT MANAGEMENT, LLC 09/30/2014 5,333 5,333 New 161
STRS OHIO 03/31/2015 4,921 4,921 New 149
EQUITEC PROPRIETARY MARKETS, LLC 12/31/2014 2,484 2,484 New 75
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12/31/2014 958 958 New 29
VAN ECK ASSOCIATES CORP 12/31/2014 559 559 New 17
FELTZ WEALTH PLAN INC. 03/31/2015 505 505 New 15
NATIONAL PLANNING CORP 12/31/2014 495 495 New 15
GROUND SWELL CAPITAL, LLC 09/30/2014 465 465 New 14
GRADIENT INVESTMENTS LLC 03/31/2015 400 400 New 12
CARROLL FINANCIAL ASSOCIATES, INC. 03/31/2015 318 318 New 10
INTEGRATED WEALTH MANAGEMENT 03/31/2015 114 114 New 3

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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