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 93.09%
Total Shares Outstanding (millions) 221
Total Value of Holdings (millions) $4,690

Active Positions

Holders Shares
Increased Positions 223 28,041,114
Decreased Positions 220 25,123,240
Held Positions 62 152,104,379
Total Institutional Shares 505 205,268,733

New and Sold Out Positions


Holders Shares
New Positions 54 6,563,451
Sold Out Positions 68 6,678,203

505 Institutional Holders
205,268,733 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)
METLIFE SECURITIES, INC 03/31/2016 2,005 (1,597) (44.34) 46
CORDASCO FINANCIAL NETWORK 03/31/2016 2,000 0 0.00 46
BARTLETT & CO. LLC 03/31/2016 1,963 0 0.00 45
VAN ECK ASSOCIATES CORP 03/31/2016 1,946 317 19.46 44
AMICA RETIREE MEDICAL TRUST 03/31/2016 1,829 0 0.00 42
TORONTO DOMINION BANK 03/31/2016 1,815 (5,415) (74.9) 41
BB&T CORP 03/31/2016 1,800 (7,099) (79.77) 41
MIZUHO ASSET MANAGEMENT CO.,LTD. 03/31/2016 1,695 (1,576) (48.18) 39
ROPES WEALTH ADVISORS LLC 03/31/2016 1,631 31 1.94 37
PARTNERRE ASSET MANAGEMENT CORP 03/31/2016 1,583 0 0.00 36
NEW YORK LIFE TRUST CO 03/31/2016 1,575 (193) (10.92) 36
VALLEY NATIONAL ADVISERS INC 03/31/2016 1,572 1,172 293 36
MERCER CAPITAL ADVISERS, INC. 03/31/2016 1,550 0 0.00 35
RPG FAMILY WEALTH ADVISORY, LLC 03/31/2016 1,500 0 0.00 34
PARK AVENUE INSTITUTIONAL ADVISERS LLC 03/31/2016 1,486 (42) (2.75) 34

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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