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 86.82%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $8,223

Active Positions

Holders Shares
Increased Positions 214 27,354,245
Decreased Positions 195 24,352,346
Held Positions 70 187,204,906
Total Institutional Shares 479 238,911,497

New and Sold Out Positions


Holders Shares
New Positions 53 6,159,733
Sold Out Positions 46 5,577,659

479 Institutional Holders
238,911,497 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)
WEALTHFRONT INC 09/30/2014 905 (80) (8.12) 31
ADVISORY SERVICES NETWORK, LLC 12/31/2014 836 836 New 29
TOWER RESEARCH CAPITAL LLC 09/30/2014 794 (2,277) (74.15) 27
NELSON ROBERTS INVESTMENT ADVISORS, LLC 09/30/2014 750 0 0.00 26
LADENBURG THALMANN FINANCIAL SERVICES INC 09/30/2014 736 363 97.32 25
JNBA FINANCIAL ADVISORS 12/31/2014 600 0 0.00 21
HIRTLE CALLAGHAN & CO LLC 12/31/2014 592 0 0.00 20
METLIFE SECURITIES, INC 12/31/2014 590 0 0.00 20
WINSLOW, EVANS & CROCKER, INC. 12/31/2014 568 0 0.00 20
KANALY TRUST CO 12/31/2014 500 0 0.00 17
WFG ADVISORS, LP 09/30/2014 500 0 0.00 17
NATIONAL PLANNING CORP 12/31/2014 495 495 New 17
ATWOOD & PALMER INC 09/30/2014 479 329 219.33 16
GROUND SWELL CAPITAL, LLC 09/30/2014 465 465 New 16
CENTRAL TRUST & INVESTMENT CO 12/31/2014 314 314 New 11

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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