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 86.43%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,478

Active Positions

Holders Shares
Increased Positions 218 37,710,874
Decreased Positions 191 39,842,817
Held Positions 67 160,211,727
Total Institutional Shares 476 237,765,418

New and Sold Out Positions


Holders Shares
New Positions 74 10,424,467
Sold Out Positions 34 5,253,537

74 New Institutional Holders
10,424,467 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)
SEVEN EIGHT CAPITAL, LLC 06/30/2014 5,597 5,597 New 176
RIDGEWORTH CAPITAL MANAGEMENT LLC 06/30/2014 5,475 5,475 New 172
NUWAVE INVESTMENT MANAGEMENT, LLC 09/30/2014 5,333 5,333 New 168
QS INVESTORS, LLC 06/30/2014 3,868 3,868 New 122
SPRINGBOK CAPITAL MANAGEMENT, LLC 06/30/2014 1,100 1,100 New 35
BAROMETER CAPITAL MANAGEMENT INC. 06/30/2014 835 835 New 26
NELSON ROBERTS INVESTMENT ADVISORS, LLC 06/30/2014 750 750 New 24
HIRTLE CALLAGHAN & CO LLC 06/30/2014 592 592 New 19
NATIONAL ASSET MANAGEMENT, INC. 06/30/2014 516 516 New 16
PINEBRIDGE INVESTMENTS LTD 06/30/2014 450 450 New 14
TRANSAMERICA FINANCIAL ADVISORS, INC. 09/30/2014 300 300 New 9
ATWOOD & PALMER INC 06/30/2014 150 150 New 5
WHITE BAY PT LLC 06/30/2014 100 100 New 3
LI WINIFRED I 09/30/2014 56 56 New 2

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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