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 as reported in the most recent 13F filings


Institutional Ownership 94.30%
Total Shares Outstanding (millions) 207
Total Value of Holdings (millions) $4,447

Active Positions

Holders Shares
Increased Positions 193 18,889,939
Decreased Positions 207 29,041,672
Held Positions 68 147,433,968
Total Institutional Shares 468 195,365,579

New and Sold Out Positions


Holders Shares
New Positions 59 5,127,439
Sold Out Positions 55 10,281,456

468 Institutional Holders
195,365,579 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)
TRIMTABS ASSET MANAGEMENT, LLC 12/31/2016 2,456 1,376 127.41 56
ADVISORS PREFERRED, LLC 12/31/2016 2,257 2,257 New 51
CORDASCO FINANCIAL NETWORK 12/31/2016 2,000 0 0.00 46
INTEGRATED INVESTMENT CONSULTANTS, LLC 12/31/2016 2,000 2,000 New 46
BARTLETT & CO. LLC 12/31/2016 1,963 0 0.00 45
AMICA RETIREE MEDICAL TRUST 12/31/2016 1,829 0 0.00 42
INTEGRATED WEALTH COUNSEL, LLC 12/31/2016 1,700 700 70 39
ROPES WEALTH ADVISORS LLC 12/31/2016 1,600 0 0.00 36
PARTNERRE ASSET MANAGEMENT CORP 03/31/2016 1,583 0 0.00 36
VALLEY NATIONAL ADVISERS INC 12/31/2016 1,582 3 .19 36
MERCER CAPITAL ADVISERS, INC. 12/31/2016 1,550 0 0.00 35
NN INVESTMENT PARTNERS HOLDINGS N.V. 12/31/2016 1,394 0 0.00 32
NEXT FINANCIAL GROUP, INC 12/31/2016 1,175 0 0.00 27
ATWOOD & PALMER INC 12/31/2016 1,146 0 0.00 26
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12/31/2016 1,052 0 0.00 24

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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