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 86.83%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $8,291

Active Positions

Holders Shares
Increased Positions 214 27,368,429
Decreased Positions 197 24,398,455
Held Positions 70 187,156,718
Total Institutional Shares 481 238,923,602

New and Sold Out Positions


Holders Shares
New Positions 53 6,168,198
Sold Out Positions 48 5,618,279

481 Institutional Holders
238,923,602 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)
QUANTITATIVE INVESTMENT MANAGEMENT, LLC 09/30/2014 8,500 (41,400) (82.97) 295
ENVESTNET ASSET MANAGEMENT INC 09/30/2014 8,405 5,283 169.22 292
VSR FINANCIAL SERVICES, INC. 12/31/2014 8,129 (1,749) (17.71) 282
ARETE WEALTH ADVISORS, LLC 09/30/2014 7,903 47 .60 274
ZWEIG-DIMENNA ASSOCIATES LLC 09/30/2014 7,900 (100) (1.25) 274
CONNING INC. 09/30/2014 7,840 (340) (4.16) 272
PARK NATIONAL CORP /OH/ 12/31/2014 7,722 47 .61 268
BENJAMIN F. EDWARDS & COMPANY, INC. 09/30/2014 7,680 0 0.00 266
CIBC WORLD MARKETS INC. 09/30/2014 7,624 7,624 New 265
PINNACLE ASSOCIATES LTD 09/30/2014 7,460 7,460 New 259
AMALGAMATED BANK 12/31/2014 7,364 (1,075) (12.74) 256
VTL ASSOCIATES, LLC 09/30/2014 7,114 351 5.19 247
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 09/30/2014 7,032 7,032 New 244
DAIWA SECURITIES GROUP INC. 09/30/2014 7,000 0 0.00 243
DOUGLASS WINTHROP ADVISORS, LLC 09/30/2014 7,000 0 0.00 243

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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