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

Institutional Holders (2014Q3)
Portfolio Summary: 456 Institutional holders with a total value of $7,741,835,629.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 24,730,360 766,888,000 9.91%
2 VANGUARD GROUP INC 21,837,780 677,189,000 8.75%
3 STATE STREET CORP 11,519,926 357,236,000 4.61%
4 AMERICAN INTERNATIONAL GROUP, INC. 9,792,365 303,661,233 3.92%
5 Artisan Partners Limited Partnership 9,353,318 290,046,000 3.75%
6 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 7,396,100 229,353,000 2.96%
7 BlackRock Institutional Trust Company, N.A. 7,307,305 226,600,000 2.93%
8 Bank of New York Mellon Corp 6,051,517 187,657,000 2.42%
9 First Eagle Investment Management, LLC 5,852,771 181,494,000 2.34%
10 Senator Investment Group LP 5,750,000 178,307,000 2.30%
11 Third Point LLC 4,448,000 137,932,000 1.78%
12 D. E. Shaw & Co., Inc. 4,028,127 124,912,000 1.61%
13 HOPLITE CAPITAL MANAGEMENT, L.P. 3,658,459 113,449,000 1.47%
14 Matrix Capital Management Company, LP 3,600,000 111,636,000 1.44%
15 NORTHERN TRUST CORP 3,598,872 111,601,000 1.44%
16 BlackRock Fund Advisors 3,374,992 104,659,000 1.35%
17 VICTORY CAPITAL MANAGEMENT INC 3,311,916 102,704,000 1.33%
18 ADVISORY RESEARCH INC 3,252,668 100,865,000 1.30%
19 VIKING GLOBAL INVESTORS LP 3,124,772 96,899,000 1.25%
20 ORANGE CAPITAL, LLC 3,090,857 95,847,000 1.24%
21 Cannell & Co. 2,621,115 81,299,000 1.05%
22 MORGAN STANLEY 2,577,667 79,934,000 1.03%
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,438,000 75,602,000 0.98% Call
24 CANTILLON CAPITAL MANAGEMENT LLC 2,360,709 73,206,000 0.95%
25 NORGES BANK 2,269,547 70,379,000 0.91%
26 JPMORGAN CHASE & CO 2,207,923 68,467,000 0.88%
27 AMERICAN CENTURY COMPANIES INC 2,090,713 64,833,000 0.84%
28 BlackRock Group LTD 2,073,677 64,305,000 0.83%
29 RENAISSANCE TECHNOLOGIES LLC 2,054,500 63,710,000 0.82%
30 GEODE CAPITAL MANAGEMENT, LLC 2,011,084 62,284,000 0.80%
31 NORTH RUN CAPITAL, LP 1,782,528 55,276,000 0.71%
32 DEUTSCHE BANK AG\ 1,775,086 55,043,000 0.71%
33 Westchester Capital Management, LLC 1,727,700 53,576,000 0.69%
34 Newbrook Capital Advisors LP 1,724,905 53,489,000 0.69%
35 TIAA CREF INVESTMENT MANAGEMENT LLC 1,618,551 50,191,000 0.65%
36 Antipodean Advisors LLC 1,392,273 43,174,000 0.56%
37 THOMPSON SIEGEL & WALMSLEY LLC 1,383,654 42,907,000 0.55%
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,353,448 41,971,000 0.54%
39 WELLS FARGO & COMPANY/MN 1,337,867 41,486,000 0.54%
40 Westchester Capital Management, LLC 1,335,100 41,402,000 0.53% Put
41 GOLDMAN SACHS GROUP INC 1,290,407 40,015,000 0.52%
42 TWO SIGMA INVESTMENTS, LP 1,185,038 36,748,000 0.47%
43 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,166,660 36,178,000 0.47%
44 Legal & General Group Plc 1,156,881 35,876,000 0.46%
45 TWO SIGMA ADVISERS, LP 1,122,884 34,821,000 0.45%
46 UNITED SERVICES AUTOMOBILE ASSOCIATION 1,073,814 33,299,000 0.43%
47 Alyeska Investment Group, L.P. 1,000,000 31,010,000 0.40% Call
48 Jefferies Group LLC 998,400 30,960,000 0.40% Call
49 Neuberger Berman Group LLC 995,429 30,868,000 0.40%
50 Parallax Volatility Advisers, L.P. 972,800 30,167,000 0.39% Call
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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.