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 86.42%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $8,019

Active Positions

Holders Shares
Increased Positions 213 26,075,192
Decreased Positions 193 24,694,198
Held Positions 74 187,042,004
Total Institutional Shares 480 237,811,394

New and Sold Out Positions


Holders Shares
New Positions 52 7,498,370
Sold Out Positions 44 5,372,080

480 Institutional Holders
237,811,394 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)
ATWOOD & PALMER INC 09/30/2014 479 329 219.33 16
GROUND SWELL CAPITAL, LLC 09/30/2014 465 465 New 16
FARMERS & MERCHANTS INVESTMENTS INC 09/30/2014 341 0 0.00 11
HUDOCK MOYER WEALTH RESOURCES, LLC 09/30/2014 300 0 0.00 10
TRANSAMERICA FINANCIAL ADVISORS, INC. 09/30/2014 300 300 New 10
TARBOX GROUP, INC. 09/30/2014 288 0 0.00 10
EXCHANGE CAPITAL MANAGEMENT, INC. 09/30/2014 283 0 0.00 10
ESTABROOK CAPITAL MANAGEMENT 09/30/2014 245 0 0.00 8
WARREN AVERETT ASSET MANAGEMENT, LLC 09/30/2014 235 0 0.00 8
CORNERSTONE ADVISORS, INC. 09/30/2014 222 0 0.00 7
QCI ASSET MANAGEMENT INC/NY 09/30/2014 219 0 0.00 7
FORTALEZA ASSET MANAGEMENT INC/ 09/30/2014 140 40 40 5
GEMMER ASSET MANAGEMENT LLC 09/30/2014 101 0 0.00 3
LI WINIFRED I 09/30/2014 56 56 New 2
JOHNSON FINANCIAL GROUP, INC. 09/30/2014 46 46 New 2

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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