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 86.41%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,944

Active Positions

Holders Shares
Increased Positions 213 26,002,594
Decreased Positions 193 24,698,610
Held Positions 74 187,014,480
Total Institutional Shares 480 237,715,684

New and Sold Out Positions


Holders Shares
New Positions 52 7,498,370
Sold Out Positions 45 5,396,150

480 Institutional Holders
237,715,684 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)
BAIRD ROBERT W & CO INC /WI/ 09/30/2014 30,090 30,090 New 1,006
ASHFIELD CAPITAL PARTNERS, LLC 09/30/2014 30,000 0 0.00 1,003
CONTINENTAL ADVISORS LLC 09/30/2014 30,000 30,000 New 1,003
WHITE PINE CAPITAL LLC 09/30/2014 29,850 0 0.00 998
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 09/30/2014 29,573 659 2.28 988
GLG LLC 09/30/2014 29,167 (467,033) (94.12) 975
VISIUM ASSET MANAGEMENT, LP 09/30/2014 28,226 20,603 270.27 943
HIGHTOWER ADVISORS, LLC 09/30/2014 28,188 578 2.09 942
SANTA FE PARTNERS LLC 09/30/2014 27,323 (70,404) (72.04) 913
MOODY NATIONAL BANK TRUST DIVISION 09/30/2014 27,130 0 0.00 907
WILMINGTON TRUST CO 06/30/2014 27,001 0 0.00 902
REGIONS FINANCIAL CORP 09/30/2014 26,812 26,812 New 896
ATHERTON LANE ADVISERS, LLC 09/30/2014 25,995 3,580 15.97 869
BRETON HILL CAPITAL LTD. 09/30/2014 25,800 25,800 New 862
OPTIMUM INVESTMENT ADVISORS 09/30/2014 25,162 0 0.00 841

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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