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)
ALYESKA INVESTMENT GROUP, L.P. 03/31/2015 988,913 (125,440) (11.26) 32,921
ASCEND CAPITAL, LLC 03/31/2015 908,659 (149,865) (14.16) 30,249
NEUBERGER BERMAN GROUP LLC 06/30/2015 897,837 (44,892) (4.76) 29,889
FIL LTD 03/31/2015 893,622 (20,404) (2.23) 29,749
GLENMEDE TRUST CO NA 06/30/2015 867,151 259,433 42.69 28,867
DEUTSCHE BANK AG\ 03/31/2015 838,422 (71,308) (7.84) 27,911
PIONEER INVESTMENT MANAGEMENT INC 03/31/2015 833,734 (156,714) (15.82) 27,755
AMERIPRISE FINANCIAL INC 03/31/2015 819,462 180,372 28.22 27,280
GUGGENHEIM CAPITAL LLC 03/31/2015 813,196 91,373 12.66 27,071
MERU CAPITAL GROUP, LP 03/31/2015 772,101 (28,199) (3.52) 25,703
GABELLI FUNDS LLC 03/31/2015 763,400 37,000 5.09 25,414
SUMITOMO MITSUI TRUST HOLDINGS, INC. 06/30/2015 762,062 22,986 3.11 25,369
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 03/31/2015 742,908 (5,163) (0.69) 24,731
NEW YORK STATE COMMON RETIREMENT FUND 03/31/2015 716,470 (1,525) (0.21) 23,851
AQR CAPITAL MANAGEMENT LLC 03/31/2015 686,619 (111,303) (13.95) 22,858

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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