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)
BOSTON FAMILY OFFICE LLC 03/31/2015 9,000 0 0.00 300
CHICAGO TRUST CO NA 06/30/2015 9,000 0 0.00 300
SEMPER TRUST CO. 03/31/2015 8,902 8,902 New 296
STATE OF ALASKA, DEPARTMENT OF REVENUE 06/30/2015 8,860 0 0.00 295
KENTUCKY RETIREMENT SYSTEMS INSURANCE TRUST FUND 03/31/2015 8,849 (929) (9.5) 295
FDX ADVISORS, INC. 03/31/2015 8,800 (410) (4.45) 293
FULLER & THALER ASSET MANAGEMENT, INC. 03/31/2015 8,700 (1,300) (13) 290
VTL ASSOCIATES, LLC 03/31/2015 8,277 1,656 25.01 276
VSR FINANCIAL SERVICES, INC. 03/31/2015 8,129 0 0.00 271
MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN 03/31/2015 8,100 (1,400) (14.74) 270
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 03/31/2015 8,100 (6,124) (43.05) 270
ARETE WEALTH ADVISORS, LLC 03/31/2015 8,001 47 .59 266
SEI INVESTMENTS CO 03/31/2015 7,914 (5,949) (42.91) 263
BENJAMIN F. EDWARDS & COMPANY, INC. 06/30/2015 7,680 (148) (1.89) 256
PARK NATIONAL CORP /OH/ 06/30/2015 7,675 (47) (0.61) 256

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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