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 89.13%
Total Shares Outstanding (millions) 276
Total Value of Holdings (millions) $8,197

Active Positions

Holders Shares
Increased Positions 234 25,792,614
Decreased Positions 194 22,945,939
Held Positions 62 197,504,728
Total Institutional Shares 490 246,243,281

New and Sold Out Positions


Holders Shares
New Positions 59 3,591,250
Sold Out Positions 44 10,634,742

490 Institutional Holders
246,243,281 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)
BRYN MAWR CAPITAL MANAGEMENT INC 03/31/2015 16,363 16,363 New 545
LUCUS ADVISORS LLC 03/31/2015 15,727 1,751 12.53 524
NORINCHUKIN BANK, THE 06/30/2015 15,581 (738) (4.52) 519
LEISURE CAPITAL MANAGEMENT 06/30/2015 15,546 15,546 New 518
COMMONWEALTH EQUITY SERVICES, INC 06/30/2015 14,989 137 .92 499
KBC GROUP NV 06/30/2015 14,758 2,294 18.41 491
PROFUND ADVISORS LLC 03/31/2015 14,527 730 5.29 484
CUBIST SYSTEMATIC STRATEGIES, LLC 03/31/2015 14,382 (18,859) (56.73) 479
MILLENNIUM MANAGEMENT LLC 03/31/2015 14,185 4,838 51.76 472
DYNAMIC TECHNOLOGY LAB PRIVATE LTD 03/31/2015 14,071 14,071 New 468
FEDERATED INVESTORS INC /PA/ 03/31/2015 13,751 (12,417) (47.45) 458
WELLINGTON MANAGEMENT GROUP LLP 03/31/2015 13,679 (9,965) (42.15) 455
ELLINGTON MANAGEMENT GROUP LLC 03/31/2015 13,300 13,300 New 443
INTACT INVESTMENT MANAGEMENT INC. 03/31/2015 13,300 (400) (2.92) 443
ENVESTNET ASSET MANAGEMENT INC 03/31/2015 13,228 3,141 31.14 440

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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