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

Institutional Holders (2015Q1)
Portfolio Summary: 469 Institutional holders with a total value of $7,858,662,857.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 24,744,471 793,555,000 10.10%
2 VANGUARD GROUP INC 24,071,403 771,970,000 9.82%
3 STATE STREET CORP 11,855,036 380,195,000 4.84%
4 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 11,276,800 361,647,000 4.60%
5 AMERICAN INTERNATIONAL GROUP, INC. 9,276,834 297,508,060 3.79%
6 Artisan Partners Limited Partnership 8,086,699 259,340,000 3.30%
7 BlackRock Institutional Trust Company, N.A. 7,306,602 234,323,000 2.98%
8 FIRST MANHATTAN CO. LLC. 6,484,952 207,972,000 2.65%
9 Bank of New York Mellon Corp 6,193,663 198,631,000 2.53%
10 Boston Partners 5,938,403 190,444,000 2.42%
11 First Eagle Investment Management, LLC 5,916,760 189,750,000 2.41%
12 BlackRock Group LTD 4,918,997 157,752,000 2.01%
13 CI Global Investments Inc. 4,829,000 154,866,000 1.97%
14 NORTHERN TRUST CORP 4,222,854 135,427,000 1.72%
15 BlackRock Fund Advisors 3,883,432 124,542,000 1.58%
16 Matrix Capital Management Company, LP 3,600,000 115,452,000 1.47%
17 Senator Investment Group LP 3,500,000 112,245,000 1.43%
18 ORANGE CAPITAL, LLC 2,811,306 90,159,000 1.15%
19 Cannell & Co. 2,795,494 89,651,000 1.14%
20 AMERICAN CENTURY COMPANIES INC 2,790,302 89,485,000 1.14%
21 JPMORGAN CHASE & CO 2,582,238 82,813,000 1.05%
22 NORGES BANK 2,537,509 81,378,000 1.04%
23 GEODE CAPITAL MANAGEMENT, LLC 2,229,478 71,390,000 0.91%
24 MORGAN STANLEY 2,172,747 69,680,000 0.89%
25 ORANGE CAPITAL, LLC 2,000,000 64,140,000 0.82% Call
26 BLACKROCK ADVISORS LLC 1,941,848 62,275,000 0.79%
27 ADVISORY RESEARCH INC 1,846,615 59,221,000 0.75%
28 THOMPSON SIEGEL & WALMSLEY LLC 1,802,003 57,790,000 0.74%
29 D. E. Shaw & Co., Inc. 1,717,130 55,068,000 0.70%
30 GOLDMAN SACHS GROUP INC 1,697,171 54,428,000 0.69%
31 WINTON GROUP Ltd 1,659,007 53,204,000 0.68%
32 BlackRock Finance, Inc. 1,390,497 44,594,000 0.57%
33 SIT INVESTMENT ASSOCIATES INC 1,369,120 43,908,000 0.56%
34 OSKIE CAPITAL MANAGEMENT, LLC 1,350,000 43,295,000 0.55% Call
35 ALLIANCEBERNSTEIN L.P. 1,325,371 42,505,000 0.54%
36 BlackRock Investment Management, LLC 1,222,080 39,192,000 0.50%
37 DAVENPORT & Co LLC 1,168,602 37,477,072 0.48%
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,161,000 37,233,000 0.47% Call
39 LORD, ABBETT & CO. LLC 1,139,700 36,550,000 0.47%
40 Legal & General Group Plc 1,120,409 35,931,000 0.46%
41 UNITED SERVICES AUTOMOBILE ASSOCIATION 1,097,027 35,182,000 0.45%
42 TIAA CREF INVESTMENT MANAGEMENT LLC 1,094,156 35,090,000 0.45%
43 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,044,848 33,509,000 0.43%
44 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,032,773 33,121,000 0.42%
45 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,016,190 32,591,000 0.41%
46 Alyeska Investment Group, L.P. 988,913 31,714,000 0.40%
47 Neuberger Berman Group LLC 942,729 30,233,000 0.38%
48 ASCEND CAPITAL, LLC 908,659 29,141,000 0.37%
49 FIL Ltd 893,622 28,659,000 0.36%
50 DEUTSCHE BANK AG\ 838,422 26,885,000 0.34%
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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.