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 88.23%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,229

Active Positions

Holders Shares
Increased Positions 231 26,720,191
Decreased Positions 209 26,020,596
Held Positions 57 190,158,139
Total Institutional Shares 497 242,898,926

New and Sold Out Positions


Holders Shares
New Positions 60 3,257,016
Sold Out Positions 48 13,682,641

497 Institutional Holders
242,898,926 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)
EVERCORE WEALTH MANAGEMENT, LLC 03/31/2015 12,531 0 0.00 373
KBC GROUP NV 03/31/2015 12,464 (10,955) (46.78) 371
RUSSELL FRANK CO/ 03/31/2015 12,233 (11,955) (49.43) 364
SEI TRUST CO 09/30/2014 12,170 2,500 25.85 362
SIGNATUREFD, LLC 03/31/2015 12,125 1,225 11.24 361
DELTA LLOYD NV 03/31/2015 12,121 0 0.00 361
LS INVESTMENT ADVISORS, LLC 03/31/2015 11,735 (36) (0.31) 349
ENGINEERS GATE MANAGER LP 03/31/2015 11,700 11,700 New 348
BURNHAM ASSET MANAGEMENT CORP /NY/ 03/31/2015 11,650 0 0.00 347
RQSI LTD 03/31/2015 11,501 (13,010) (53.08) 342
BOKF, NA 03/31/2015 11,243 (307) (2.66) 335
PARSONS CAPITAL MANAGEMENT INC/RI 03/31/2015 11,200 0 0.00 333
BECK CAPITAL MANAGEMENT, LLC 03/31/2015 11,165 (1,575) (12.36) 332
ACHIEVEMENT HOLDINGS L.P. 03/31/2015 11,100 11,100 New 330
HL FINANCIAL SERVICES LLC 03/31/2015 11,025 0 0.00 328

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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