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) $8,000

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)
BANK OF MONTREAL /CAN/ 09/30/2014 240,443 152,562 173.60 8,089
AVALON ADVISORS, LLC 09/30/2014 239,290 5,418 2.32 8,050
CAPITAL FUND MANAGEMENT S.A. 09/30/2014 236,597 199,687 541.01 7,959
KEYBANK NATIONAL ASSOCIATION/OH 09/30/2014 235,589 85,261 56.72 7,925
MANAGED ACCOUNT ADVISORS LLC 09/30/2014 232,028 48,015 26.09 7,805
JANUS CAPITAL MANAGEMENT LLC 09/30/2014 226,200 (151,900) (40.18) 7,609
ESPALIER GLOBAL MANAGEMENT LLC 09/30/2014 225,000 (125,000) (35.71) 7,569
HENDERSON GROUP PLC 09/30/2014 224,276 13,808 6.56 7,545
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 09/30/2014 223,138 3,235 1.47 7,506
VOYA INVESTMENT MANAGEMENT LLC 09/30/2014 216,797 (6,697) (3) 7,293
TEACHERS ADVISORS INC 09/30/2014 215,207 5,382 2.57 7,240
STEVENS CAPITAL MANAGEMENT LP 09/30/2014 210,086 94,856 82.32 7,067
CHEVY CHASE TRUST HOLDINGS, INC. 09/30/2014 209,094 13,430 6.86 7,034
BANK OF AMERICA CORP /DE/ 09/30/2014 208,864 (87,626) (29.55) 7,026
CITIGROUP INC 09/30/2014 203,719 34,405 20.32 6,853

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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