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H & R BLOCK INC
H & R BLOCK INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 423 Institutional holders with a total value of $7,284,752,885.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 25,925,437 782,689,000 10.74%
2 VANGUARD GROUP INC 18,934,363 571,628,000 7.85%
3 VIKING GLOBAL INVESTORS LP 17,053,916 514,858,000 7.07%
4 STATE STREET CORP 10,719,122 323,611,000 4.44%
5 Artisan Partners Limited Partnership 9,967,264 300,912,000 4.13%
6 AMERICAN INTERNATIONAL GROUP, INC. 9,549,380 288,295,776 3.96%
7 BlackRock Institutional Trust Company, N.A. 7,051,009 212,870,000 2.92%
8 Bank of New York Mellon Corp 5,997,178 181,056,000 2.49%
9 First Eagle Investment Management, LLC 5,699,326 172,063,000 2.36%
10 HOPLITE CAPITAL MANAGEMENT, L.P. 5,675,064 171,330,000 2.35%
11 Matrix Capital Management Company, LP 5,600,000 169,064,000 2.32%
12 Senator Investment Group LP 4,650,000 140,384,000 1.93%
13 Sculptor Capital LP 4,240,920 128,033,000 1.76%
14 NORTHERN TRUST CORP 3,631,276 109,628,000 1.50%
15 Third Point LLC 3,500,000 105,665,000 1.45%
16 BlackRock Fund Advisors 3,226,517 97,409,000 1.34%
17 ADVISORY RESEARCH INC 2,879,069 86,919,000 1.19%
18 Cannell & Co. 2,704,425 81,647,000 1.12%
19 GOLDMAN SACHS GROUP INC 2,519,675 76,069,000 1.04%
20 JANUS HENDERSON INVESTORS US LLC 2,499,113 75,448,000 1.04%
21 NORGES BANK 2,056,891 62,097,000 0.85%
22 D. E. Shaw & Co., Inc. 2,022,565 61,062,000 0.84%
23 NORTH RUN CAPITAL, LP 1,975,000 59,625,000 0.82%
24 GEODE CAPITAL MANAGEMENT, LLC 1,965,133 59,300,000 0.81%
25 JPMORGAN CHASE & CO 1,955,022 59,022,000 0.81%
26 BlackRock Group LTD 1,912,534 57,740,000 0.79%
27 Antipodean Advisors LLC 1,845,200 55,707,000 0.76%
28 Newbrook Capital Advisors LP 1,792,006 54,101,000 0.74%
29 SAMLYN CAPITAL, LLC 1,745,047 52,683,000 0.72%
30 TIAA CREF INVESTMENT MANAGEMENT LLC 1,656,349 50,005,000 0.69%
31 Meru Capital Group, LP 1,528,000 46,130,000 0.63%
32 Alyeska Investment Group, L.P. 1,500,000 45,285,000 0.62%
33 MILLENNIUM MANAGEMENT LLC 1,426,782 43,075,000 0.59%
34 MORGAN STANLEY 1,367,529 41,285,000 0.57%
35 ORANGE CAPITAL, LLC 1,273,300 38,441,000 0.53%
36 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,227,300 37,052,000 0.51%
37 Legal & General Group Plc 1,169,801 35,316,000 0.48%
38 Winton Capital Management Ltd 1,048,747 31,662,000 0.43%
39 UNITED SERVICES AUTOMOBILE ASSOCIATION 1,024,314 30,924,000 0.42%
40 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 1,012,000 30,552,000 0.42%
41 CITADEL ADVISORS LLC 948,805 28,644,000 0.39%
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 858,761 25,925,000 0.36%
43 THOMPSON SIEGEL & WALMSLEY LLC 858,658 25,923,000 0.36%
44 OSKIE CAPITAL MANAGEMENT, LLC 850,000 25,662,000 0.35% Call
45 GUGGENHEIM CAPITAL LLC 847,916 25,598,000 0.35%
46 DEUTSCHE BANK AG\ 835,867 25,233,000 0.35%
47 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 806,726 24,356,000 0.33%
48 TUDOR INVESTMENT CORP ET AL 799,165 24,127,000 0.33%
49 DAVENPORT & Co LLC 768,137 23,190,060 0.32%
50 NEW YORK STATE COMMON RETIREMENT FUND 764,270 23,073,000 0.32%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.