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 95.18%
Total Shares Outstanding (millions) 207
Total Value of Holdings (millions) $6,143

Active Positions

Holders Shares
Increased Positions 211 32,858,961
Decreased Positions 183 29,550,432
Held Positions 74 134,785,033
Total Institutional Shares 468 197,194,426

New and Sold Out Positions


Holders Shares
New Positions 64 5,304,091
Sold Out Positions 52 2,938,765

468 Institutional Holders
197,194,426 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)
GUINNESS ATKINSON ASSET MANAGEMENT INC 03/31/2017 0 (240,000) Sold Out
HM PAYSON & CO 03/31/2017 0 (8,795) Sold Out
IBM RETIREMENT FUND 03/31/2017 0 (16,664) Sold Out
JT STRATFORD LLC 03/31/2017 0 (24,353) Sold Out
LIVINGSTON GROUP ASSET MANAGEMENT CO (OPERATING AS SOUTHPORT 03/31/2017 0 (38,060) Sold Out
LOOMIS SAYLES & CO L P 03/31/2017 0 (191) Sold Out
MCRAE CAPITAL MANAGEMENT INC 03/31/2017 0 (23,025) Sold Out
MERCER CAPITAL ADVISERS, INC. 03/31/2017 0 (1,550) Sold Out
MOODY NATIONAL BANK TRUST DIVISION 03/31/2017 0 (29,265) Sold Out
NATIXIS 03/31/2017 0 (21,778) Sold Out
NEXT FINANCIAL GROUP, INC 03/31/2017 0 (1,175) Sold Out
NUMERIC INVESTORS LLC 03/31/2017 0 (101,800) Sold Out
OLD NATIONAL BANCORP /IN/ 03/31/2017 0 (10,254) Sold Out
ONTARIO TEACHERS PENSION PLAN BOARD 03/31/2017 0 (26,220) Sold Out
OPPENHEIMER & CO INC 03/31/2017 0 (77,596) Sold Out

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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