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 88.33%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,802

Active Positions

Holders Shares
Increased Positions 233 26,746,541
Decreased Positions 208 26,093,167
Held Positions 60 190,298,518
Total Institutional Shares 501 243,138,226

New and Sold Out Positions


Holders Shares
New Positions 62 3,296,265
Sold Out Positions 47 13,669,268

501 Institutional Holders
243,138,226 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)
SHINKO ASSET MANAGEMENT CO., LTD. 03/31/2015 855 (145) (14.5) 27
MARINER WEALTH ADVISORS-NYC, LLC 03/31/2015 849 849 New 27
NELSON ROBERTS INVESTMENT ADVISORS, LLC 03/31/2015 750 0 0.00 24
JNBA FINANCIAL ADVISORS 03/31/2015 600 0 0.00 19
KANALY TRUST CO 03/31/2015 600 100 20 19
LI WINIFRED I 12/31/2014 569 513 916.07 18
WINSLOW, EVANS & CROCKER, INC. 03/31/2015 568 0 0.00 18
FELTZ WEALTH PLAN INC. 03/31/2015 505 505 New 16
WFG ADVISORS, LP 03/31/2015 500 0 0.00 16
ATWOOD & PALMER INC 03/31/2015 479 0 0.00 15
GROUND SWELL CAPITAL, LLC 09/30/2014 465 465 New 15
GRADIENT INVESTMENTS LLC 03/31/2015 400 400 New 13
ENTERPRISE FINANCIAL SERVICES CORP 03/31/2015 395 (4,000) (91.01) 13
CARROLL FINANCIAL ASSOCIATES, INC. 03/31/2015 318 318 New 10
CENTRAL TRUST & INVESTMENT CO 03/31/2015 314 0 0.00 10

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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