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 87.65%
Total Shares Outstanding (millions) 276
Total Value of Holdings (millions) $8,347

Active Positions

Holders Shares
Increased Positions 237 29,733,043
Decreased Positions 202 32,408,289
Held Positions 72 180,024,646
Total Institutional Shares 511 242,165,978

New and Sold Out Positions


Holders Shares
New Positions 62 7,757,421
Sold Out Positions 59 6,245,616

59 Sold Out Institutional Holders
6,245,616 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)
SENATOR INVESTMENT GROUP LP 06/30/2015 0 (3,500,000) Sold Out
STANDARD LIFE INVESTMENTS LTD 03/31/2015 0 (11,291) Sold Out
STONE RIDGE ASSET MANAGEMENT LLC 06/30/2015 0 (6,300) Sold Out
SUMITOMO LIFE INSURANCE CO 06/30/2015 0 (41,390) Sold Out
SUNBELT SECURITIES, INC. 06/30/2015 0 (244) Sold Out
TORCH WEALTH MANAGEMENT LLC 06/30/2015 0 (47,510) Sold Out
TREXQUANT INVESTMENT LP 06/30/2015 0 (122,000) Sold Out
WALDRON, LP 06/30/2015 0 (6,650) Sold Out
WALLEYE TRADING LLC 06/30/2015 0 (25,506) Sold Out
WEALTHCARE CAPITAL MANAGEMENT LLC 06/30/2015 0 (179) Sold Out
WEDGE CAPITAL MANAGEMENT L L P/NC 06/30/2015 0 (22,050) Sold Out
WELLINGTON MANAGEMENT GROUP LLP 06/30/2015 0 (13,679) Sold Out
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 06/30/2015 0 (6,979) Sold Out
ZIONS BANCORPORATION 06/30/2015 0 (71) 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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