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 89.13%
Total Shares Outstanding (millions) 276
Total Value of Holdings (millions) $8,197

Active Positions

Holders Shares
Increased Positions 234 25,792,614
Decreased Positions 194 22,945,939
Held Positions 62 197,504,728
Total Institutional Shares 490 246,243,281

New and Sold Out Positions


Holders Shares
New Positions 59 3,591,250
Sold Out Positions 44 10,634,742

44 Sold Out Institutional Holders
10,634,742 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)
FOSTER & MOTLEY INC 03/31/2015 0 (10,273) Sold Out
HIRTLE CALLAGHAN & CO LLC 03/31/2015 0 (592) Sold Out
HOPLITE CAPITAL MANAGEMENT, L.P. 03/31/2015 0 (3,658,459) Sold Out
HOWARD HUGHES MEDICAL INSTITUTE 03/31/2015 0 (3,159) Sold Out
IKOS CIF LTD 06/30/2015 0 (8,061) Sold Out
IMS CAPITAL MANAGEMENT 06/30/2015 0 (8,847) Sold Out
INTEGRATED WEALTH MANAGEMENT 06/30/2015 0 (114) Sold Out
JANE STREET GROUP, LLC 03/31/2015 0 (8,467) Sold Out
KSA CAPITAL MANAGEMENT, LLC 03/31/2015 0 (23,300) Sold Out
MOODY LYNN & LIEBERSON, INC. 03/31/2015 0 (8,957) Sold Out
MORK CAPITAL MANAGEMENT 03/31/2015 0 (22,300) Sold Out
NATIONAL ASSET MANAGEMENT, INC. 03/31/2015 0 (100) Sold Out
NATIONAL PLANNING CORP 03/31/2015 0 (495) Sold Out
NEWBROOK CAPITAL ADVISORS LP 03/31/2015 0 (1,112,341) Sold Out
NGAM ADVISORS, L.P. 03/31/2015 0 (10,395) 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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