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) $7,192

Active Positions

Holders Shares
Increased Positions 230 26,720,154
Decreased Positions 209 26,007,256
Held Positions 57 190,171,483
Total Institutional Shares 496 242,898,893

New and Sold Out Positions


Holders Shares
New Positions 60 3,257,016
Sold Out Positions 47 13,669,268

496 Institutional Holders
242,898,893 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)
KENTUCKY RETIREMENT SYSTEMS INSURANCE TRUST FUND 03/31/2015 8,849 (929) (9.5) 262
IMS CAPITAL MANAGEMENT 03/31/2015 8,847 185 2.14 262
FDX ADVISORS, INC. 03/31/2015 8,800 (410) (4.45) 261
FULLER & THALER ASSET MANAGEMENT, INC. 03/31/2015 8,700 (1,300) (13) 258
TEACHER RETIREMENT SYSTEM OF TEXAS 03/31/2015 8,337 31 .37 247
VTL ASSOCIATES, LLC 03/31/2015 8,277 1,656 25.01 245
VSR FINANCIAL SERVICES, INC. 03/31/2015 8,129 0 0.00 241
MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM OF MICHIGAN 03/31/2015 8,100 (1,400) (14.74) 240
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 03/31/2015 8,100 (6,124) (43.05) 240
IKOS CIF LTD 03/31/2015 8,061 8,061 New 239
ARETE WEALTH ADVISORS, LLC 03/31/2015 8,001 47 .59 237
SEI INVESTMENTS CO 03/31/2015 7,914 (5,949) (42.91) 234
BENJAMIN F. EDWARDS & COMPANY, INC. 03/31/2015 7,828 148 1.93 232
PARK NATIONAL CORP /OH/ 06/30/2015 7,675 (47) (0.61) 227
TORONTO DOMINION BANK 03/31/2015 7,571 (3,782) (33.31) 224

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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