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

75 Sold Out Institutional Holders
13,111,009 Sold Out 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)
A.R.T. ADVISORS, LLC 12/31/2015 0 (138,357) Sold Out
BALYASNY ASSET MANAGEMENT LLC 12/31/2015 0 (738,697) Sold Out
BATH SAVINGS TRUST CO 03/31/2016 0 (6,961) Sold Out
BESSEMER GROUP INC 12/31/2015 0 (36) Sold Out
BLUECREST CAPITAL MANAGEMENT LTD 12/31/2015 0 (205,987) Sold Out
BLUEFIN TRADING, LLC 12/31/2015 0 (109,617) Sold Out
BRIDGEWATER ASSOCIATES, LP 12/31/2015 0 (19,113) Sold Out
CALAMOS ADVISORS LLC 03/31/2016 0 (6,900) Sold Out
CAPITAL ONE, NATIONAL ASSOCIATION 03/31/2016 0 (6,133) Sold Out
CAPSTONE INVESTMENT ADVISORS, LLC 12/31/2015 0 (15,691) Sold Out
CETERA ADVISORS LLC 12/31/2015 0 (29,968) Sold Out
CIBC WORLD MARKETS CORP 12/31/2015 0 (400,000) Sold Out
CLARK CAPITAL MANAGEMENT GROUP, INC. 12/31/2015 0 (5,537) Sold Out
CLEARARC CAPITAL INC 12/31/2015 0 (6,725) Sold Out
COOKSON PEIRCE & CO INC 12/31/2015 0 (9,250) Sold Out

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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