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

511 Institutional Holders
242,165,978 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)
NIKKO ASSET MANAGEMENT AMERICAS, INC. 06/30/2015 17,100 17,100 New 589
UNITED CAPITAL FINANCIAL ADVISERS, LLC 06/30/2015 17,007 17,007 New 586
WHITE PINE CAPITAL LLC 06/30/2015 16,800 (7,400) (30.58) 579
LUCUS ADVISORS LLC 06/30/2015 16,736 1,009 6.42 577
WESTPAC BANKING CORP 06/30/2015 16,416 (1,355) (7.63) 566
SPOT TRADING L.L.C 06/30/2015 16,131 (8,102) (33.43) 556
VERITABLE, L.P. 06/30/2015 16,045 (1,430) (8.18) 553
MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN 06/30/2015 15,860 7,760 95.80 547
NORINCHUKIN BANK, THE 06/30/2015 15,581 (738) (4.52) 537
LEISURE CAPITAL MANAGEMENT 06/30/2015 15,546 15,546 New 536
VISIUM ASSET MANAGEMENT, LP 06/30/2015 15,286 (4,077) (21.06) 527
COMMONWEALTH EQUITY SERVICES, INC 06/30/2015 14,989 137 .92 517
LPL FINANCIAL LLC 06/30/2015 14,979 (3,153) (17.39) 516
KBC GROUP NV 06/30/2015 14,758 2,294 18.41 509
HBK INVESTMENTS L P 06/30/2015 14,649 (18,351) (55.61) 505

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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