Dark
Light
System
Security
BLOCK H & R INC
BLOCK H & R INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 497 Institutional holders with a total value of $9,105,001,877.
#
Manager Name
Shares
Value ($)
%
Options
Notes
451 GUARDIAN LIFE INSURANCE CO OF AMERICA 1,615 58,000 0.00%
452 ROPES WEALTH ADVISORS LLC 1,600 58,000 0.00%
453 Mercer Capital Advisers, Inc. 1,550 56,000 0.00%
454 VAN ECK ASSOCIATES CORP 1,555 56,000 0.00%
455 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,428 51,000 0.00%
456 Advisors Asset Management, Inc. 1,400 51,000 0.00%
457 MSI Financial Services Inc 1,086 39,000 0.00%
458 First Horizon Advisors, Inc. 981 35,000 0.00%
459 Tower Research Capital LLC (TRC) 950 34,000 0.00%
460 GILDER GAGNON HOWE & CO LLC 905 33,000 0.00%
461 Johnson Financial Group, Inc. 886 32,000 0.00%
462 Independent Portfolio Consultants, Inc. 890 32,000 0.00%
463 Shinko Asset Management Co., Ltd. 855 31,000 0.00%
464 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,052 31,000 0.00%
465 ATWOOD & PALMER INC 825 30,000 0.00%
466 Bluefin Trading, LLC 700,000 29,000 0.00% Call
467 Advisory Services Network, LLC 687 25,000 0.00%
468 WFG Advisors, LP 665 24,000 0.00%
469 KANALY TRUST CO 600 22,000 0.00%
470 WELLS FARGO & COMPANY/MN 20,000 19,000 0.00% Put
471 TRUST CO 535 19,000 0.00%
472 Lowe Wealth Advisors, LLC 406 15,000 0.00%
473 Winslow, Evans & Crocker, Inc. 408 14,734 0.00%
474 VALLEY NATIONAL ADVISERS INC 400 14,000 0.00%
475 ENTERPRISE FINANCIAL SERVICES CORP 395 14,000 0.00%
476 TCI Wealth Advisors, Inc. 365 13,000 0.00%
477 Carroll Financial Associates, Inc. 318 11,000 0.00%
478 Index Management Solutions, LLC 310 11,000 0.00%
479 Hudock, Inc. 300 10,000 0.00%
480 Tarbox Family Office, Inc. 288 10,000 0.00%
481 QCI ASSET MANAGEMENT INC/NY 219 8,000 0.00%
482 RATIONAL ADVISORS, INC. 210 8,000 0.00%
483 Cornerstone Advisors, Inc. 222 8,000 0.00%
484 Simplicity Solutions, LLC 211 7,638 0.00%
485 DEUTSCHE BANK AG\ 200 7,000 0.00% Call
486 American Research & Management Co. 200 7,000 0.00%
487 TD Securities (USA) LLC 158 6,000 0.00%
488 Parkside Financial Bank & Trust 117 5,000 0.00%
489 Parallax Volatility Advisers, L.P. 150 5,000 0.00%
490 ZIONS BANCORPORATION 71 3,000 0.00%
491 Karp Capital Management Corp 55 2,000 0.00%
492 FARMERS & MERCHANTS INVESTMENTS INC 44 2,000 0.00%
493 HIGHLAND CAPITAL MANAGEMENT, LLC 35 1,000 0.00%
494 QUADRANT CAPITAL GROUP LLC 52 1,000 0.00%
495 BESSEMER GROUP INC 36 1,000 0.00%
496 Global X Management CO LLC 40 1,000 0.00%
497 Cable Hill Partners, LLC 0 0 0.00%
Page 10 of 10

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.