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 88.38%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $7,597

Active Positions

Holders Shares
Increased Positions 226 37,434,685
Decreased Positions 197 29,640,464
Held Positions 70 176,185,807
Total Institutional Shares 493 243,260,956

New and Sold Out Positions


Holders Shares
New Positions 67 14,113,738
Sold Out Positions 50 14,632,567

493 Institutional Holders
243,260,956 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)
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 12/31/2014 430,974 (4,382) (1.01) 13,459
NATIONWIDE FUND ADVISORS 12/31/2014 416,796 (72,959) (14.9) 13,017
PRINCIPAL FINANCIAL GROUP INC 12/31/2014 413,237 3,531 .86 12,905
DELTA PARTNERS LLC 12/31/2014 404,500 0 0.00 12,633
RHUMBLINE ADVISERS 12/31/2014 400,238 (5,625) (1.39) 12,499
GAMCO INVESTORS, INC. ET AL 12/31/2014 399,486 (25,415) (5.98) 12,476
ADAGE CAPITAL PARTNERS GP LLC 12/31/2014 397,000 (7,300) (1.81) 12,398
MIZUHO TRUST & BANKING CO., LTD. 12/31/2014 367,847 25,854 7.56 11,488
PICTON MAHONEY ASSET MANAGEMENT 12/31/2014 346,900 (2,700) (0.77) 10,834
HAYS ADVISORY LLC 03/31/2015 340,770 340,770 New 10,642
BLACKROCK JAPAN CO. LTD 12/31/2014 333,605 34,757 11.63 10,418
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12/31/2014 322,920 9,212 2.94 10,085
RIVERHEAD CAPITAL MANAGEMENT LLC 12/31/2014 309,683 13,136 4.43 9,671
TEACHERS ADVISORS INC 12/31/2014 308,878 93,671 43.53 9,646
OSKIE CAPITAL MANAGEMENT, LLC 12/31/2014 306,825 (130,724) (29.88) 9,582

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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