H&R Block Inc: Ownership

Ownership Information
Shares Outstanding 336.00 Mil
Institutional Ownership (%)72.04
Top 10 Institutions (%)30.10
Mutual Fund Ownership (%)1.13
5%/Insider Ownership (%)8.43
Float (%)91.57
Ownership Activity
Description# of HoldersShares
Total Positions 382242,044,800
New Positions480
Soldout Positions1410
Net Position Change-130-16,260,165
Buyers16943,386,232
Sellers299-59,646,396
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Institution Name Shs Held Shs Chg %Chg $Chg* %Out %Port Rpt Date
Vanguard Group, Inc. 17,984,930 -191,517 -1.1 17,382,832 5.4 0.1 09-30-09
Breeden Capital Management LLC 13,292,143 0 0.0 15,285,964 4.0 27.5 09-30-09
Fidelity Management & Research 11,869,215 -1,522,741 -11.4 -12,587,230 3.5 0.1 09-30-09
BlackRock Institutional Trust Company, N.A. 11,370,534 -590 0.0 13,065,948 3.4 0.0 09-30-09
Jennison Associates LLC 11,267,204 906,827 8.8 28,581,914 3.4 0.4 09-30-09
State Street Global Advisors (US) 10,839,774 -95,820 -0.9 10,814,761 3.2 0.0 09-30-09
T. Rowe Price Associates, Inc. 10,626,418 1,438,750 15.7 37,010,044 3.2 0.1 09-30-09
Harris Associates L.P. 9,598,900 -107,700 -1.1 9,183,064 2.9 0.5 09-30-09
Artisan Partners Limited Partnership 5,484,300 5,484,300 100.0 100,801,432 1.6 0.5 09-30-09
Mellon Capital Management Corporation 5,427,012 -476,614 -8.1 14,250,365 1.6 0.2 12-31-09
Investec Asset Management Ltd. 4,700,415 1,729,465 58.2 35,204,160 1.4 1.4 09-30-09
J.P. Morgan Investment Management Inc. (New York) 4,399,703 673,025 18.1 16,655,879 1.3 0.1 09-30-09
Renaissance Investment Management 4,235,593 477,123 12.7 13,091,761 1.3 1.6 09-30-09
Clovis Capital Management 3,900,000 1,550,000 66.0 31,191,500 1.2 6.7 09-30-09
M & G Investment Management Ltd. 3,781,500 3,781,500 100.0 85,537,528 1.1 1.3 12-31-09
*Category Headings:
Shs Held - shares held at report date
Shs Chg - position change within reporting period
%Chg - % change
$Chg - market value of the position change
%Out - % of shares outstanding
%Port - % Portfolio
Rpt Date - report date
Page generated 2/10/2010 8:54 AM Eastern Time