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 86.83%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $8,291

Active Positions

Holders Shares
Increased Positions 214 27,368,429
Decreased Positions 197 24,398,455
Held Positions 70 187,156,718
Total Institutional Shares 481 238,923,602

New and Sold Out Positions


Holders Shares
New Positions 53 6,168,198
Sold Out Positions 48 5,618,279

481 Institutional Holders
238,923,602 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)
ADVANTUS CAPITAL MANAGEMENT INC 09/30/2014 24,144 (100) (0.41) 838
SUNRISE PARTNERS LIMITED PARTNERSHIP 09/30/2014 24,093 4,792 24.83 836
BLUECREST CAPITAL MANAGEMENT LLP 06/30/2014 24,070 (75,753) (75.89) 835
TOKIO MARINE ASSET MANAGEMENT CO LTD 09/30/2014 23,901 (1,829) (7.11) 829
KSA CAPITAL MANAGEMENT, LLC 09/30/2014 23,300 23,300 New 809
ATRIA INVESTMENTS LLC 12/31/2014 23,222 2,384 11.44 806
WEDGE CAPITAL MANAGEMENT L L P/NC 09/30/2014 22,025 22,025 New 764
CHURCHILL MANAGEMENT CORP 12/31/2014 21,577 918 4.44 749
KENTUCKY RETIREMENT SYSTEMS 09/30/2014 21,401 (1,329) (5.85) 743
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA 09/30/2014 21,100 21,100 New 732
IFC HOLDINGS INCORPORATED/FL 12/31/2014 21,046 0 0.00 730
HM PAYSON & CO 09/30/2014 20,774 (1,200) (5.46) 721
LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 12/31/2014 20,700 (400) (1.9) 718
SCOTIA CAPITAL INC. 09/30/2014 20,644 (14,540) (41.33) 716
RBF CAPITAL, LLC 09/30/2014 20,000 0 0.00 694

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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