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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
151 KEYBANK NATIONAL ASSOCIATION/OH 191,806 6,943,000 0.08%
152 RS INVESTMENT MANAGEMENT CO LLC 188,700 6,831,000 0.08%
153 CSS LLC/IL 187,931 6,803,000 0.07%
154 PUTNAM INVESTMENTS LLC 183,178 6,631,000 0.07%
155 JANUS HENDERSON GROUP PLC 181,856 6,583,000 0.07%
156 RAYMOND JAMES & ASSOCIATES 177,804 6,437,000 0.07%
157 NOMURA HOLDINGS INC 179,118 6,394,000 0.07%
158 Guinness Asset Management LTD 173,620 6,285,000 0.07%
159 AUXIER ASSET MANAGEMENT LLC 172,637 6,249,000 0.07%
160 National Pension Service 171,521 6,209,000 0.07%
161 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 169,569 6,138,000 0.07%
162 FORT, L.P. 168,106 6,085,000 0.07%
163 DekaBank Deutsche Girozentrale 168,714 6,021,000 0.07%
164 Guinness Atkinson Asset Management Inc 165,970 6,008,000 0.07%
165 LAZARD ASSET MANAGEMENT LLC 162,629 5,887,000 0.06%
166 METROPOLITAN LIFE INSURANCE CO/NY 160,745 5,819,000 0.06%
167 WELLINGTON MANAGEMENT GROUP LLP 159,016 5,756,000 0.06%
168 Nine Chapters Capital Management LLC 156,800 5,676,000 0.06%
169 FINANCIAL COUNSELORS INC 155,964 5,646,000 0.06%
170 ZURICH FINANCIAL SERVICES/ /FI 152,995 5,538,000 0.06%
171 CANADA LIFE ASSURANCE Co 152,646 5,535,000 0.06%
172 Employees Retirement System of Texas 152,000 5,502,000 0.06%
173 Quantitative Investment Management, LLC 150,500 5,448,000 0.06%
174 STIFEL FINANCIAL CORP 150,177 5,435,000 0.06%
175 CASTLEARK MANAGEMENT LLC 148,925 5,391,000 0.06%
176 TSP Capital Management Group, LLC 139,675 5,056,000 0.06%
177 ALPS ADVISORS INC 13,957 5,052,000 0.06%
178 AVIVA PLC 138,651 5,019,000 0.06%
179 A.R.T. Advisors, LLC 138,357 5,008,000 0.06%
180 UBS Group AG 136,400 4,938,000 0.05% Call
181 BlueCrest Capital Management Ltd 125,000 4,525,000 0.05% Put
182 MIZUHO SECURITIES USA LLC 125,000 4,525,000 0.05%
183 DECADE CAPITAL MANAGEMENT LLC 125,000 4,525,000 0.05%
184 TD ASSET MANAGEMENT INC 122,662 4,440,000 0.05%
185 PDT Partners, LLC 121,639 4,403,000 0.05%
186 PNC FINANCIAL SERVICES GROUP, INC. 118,376 4,284,000 0.05%
187 CSS LLC/IL 117,500 4,253,000 0.05% Put
188 DUPONT CAPITAL MANAGEMENT CORP 117,100 4,239,000 0.05%
189 BAIRD FINANCIAL GROUP, INC. 114,936 4,161,000 0.05%
190 VILLERE ST DENIS J & CO LLC 114,900 4,159,000 0.05%
191 BANK OF MONTREAL /CAN/ 112,095 4,056,000 0.04%
192 Bluefin Trading, LLC 109,617 3,968,000 0.04%
193 Arizona State Retirement System 108,608 3,932,000 0.04%
194 AMP Capital Investors Ltd 111,219 3,919,000 0.04%
195 Santa Fe Partners LLC 104,469 3,782,000 0.04%
196 BANK OF AMERICA CORP /DE/ 100,000 3,620,000 0.04% Put
197 Espalier Global Management LLC 100,000 3,620,000 0.04%
198 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 99,676 3,609,000 0.04%
199 TEXAS PERMANENT SCHOOL FUND CORP 98,521 3,566,000 0.04%
200 Stonehage Fleming (UK) Ltd 97,100 3,515,000 0.04%
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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.