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)
STUX CAPITAL MANAGEMENT, LLC 06/30/2014 24,500 24,500 New 819
NUVEEN ASSET MANAGEMENT, LLC 09/30/2014 24,286 5,100 26.58 812
HAP TRADING, LLC 09/30/2014 24,153 24,153 New 807
ADVANTUS CAPITAL MANAGEMENT INC 09/30/2014 24,144 (100) (0.41) 807
SUNRISE PARTNERS LIMITED PARTNERSHIP 09/30/2014 24,093 4,792 24.83 805
TOKIO MARINE ASSET MANAGEMENT CO LTD 09/30/2014 23,901 (1,829) (7.11) 799
KSA CAPITAL MANAGEMENT, LLC 09/30/2014 23,300 23,300 New 779
KENTUCKY RETIREMENT SYSTEMS 03/31/2014 22,730 169 .75 760
WEDGE CAPITAL MANAGEMENT L L P/NC 09/30/2014 22,025 22,025 New 736
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA 09/30/2014 21,100 21,100 New 705
LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 09/30/2014 21,100 (400) (1.86) 705
IFC HOLDINGS INCORPORATED/FL 09/30/2014 21,046 12,378 142.80 703
ATRIA INVESTMENTS LLC 09/30/2014 20,838 2,394 12.98 696
HM PAYSON & CO 09/30/2014 20,774 (1,200) (5.46) 694
CHURCHILL MANAGEMENT CORP 09/30/2014 20,659 (74) (0.36) 690

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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