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)
GUARDIAN LIFE INSURANCE CO OF AMERICA 03/31/2015 1,203 (357) (22.89) 40
WEALTHFRONT INC 03/31/2015 1,200 (663) (35.59) 40
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 03/31/2015 1,158 200 20.88 39
PARASOL INVESTMENT MANAGEMENT, LLC 06/30/2015 1,127 0 0.00 38
VAN ECK ASSOCIATES CORP 03/31/2015 1,064 505 90.34 35
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 03/31/2015 1,052 (800) (43.2) 35
INDEPENDENT PORTFOLIO CONSULTANTS, INC. 06/30/2015 995 (506) (33.71) 33
SHINKO ASSET MANAGEMENT CO., LTD. 06/30/2015 855 0 0.00 28
MARINER WEALTH ADVISORS-NYC, LLC 03/31/2015 849 849 New 28
ADVISORY SERVICES NETWORK, LLC 06/30/2015 840 (33) (3.78) 28
NELSON ROBERTS INVESTMENT ADVISORS, LLC 06/30/2015 750 0 0.00 25
JNBA FINANCIAL ADVISORS 06/30/2015 600 0 0.00 20
KANALY TRUST CO 06/30/2015 600 0 0.00 20
LI WINIFRED I 12/31/2014 569 513 916.07 19
FELTZ WEALTH PLAN INC. 03/31/2015 505 505 New 17

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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