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

Institutional Holders (2016Q1)
Portfolio Summary: 441 Institutional holders with a total value of $5,307,541,024.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DELPHI PRIVATE ADVISORS LLC 1 0 0.00%
2 PENSIONFUND SABIC 0 0 0.00%
3 VERSANT CAPITAL MANAGEMENT, INC 34 0 0.00%
4 Pensionfund PDN 0 0 0.00%
5 SUTTON WEALTH ADVISORS INC. 0 0 0.00%
6 TD Securities (USA) LLC 53 1,000 0.00%
7 CUTLER GROUP LLC / CA 8,700 1,000 0.00% Call
8 QUADRANT CAPITAL GROUP LLC 38 1,000 0.00%
9 TRUST CO OF VERMONT 50 1,000 0.00%
10 PROFICIO CAPITAL PARTNERS LLC 52 1,000 0.00%
11 ZIONS BANCORPORATION 71 1,000 0.00%
12 FARMERS & MERCHANTS INVESTMENTS INC 44 1,000 0.00%
13 MUFG Americas Holdings Corp 62 2,000 0.00%
14 Tower Research Capital LLC (TRC) 73 2,000 0.00%
15 CUTLER GROUP LLC / CA 1,900 2,000 0.00% Put
16 Cable Hill Partners, LLC 98 3,000 0.00%
17 USA MUTUALS ADVISORS, INC. 96 3,000 0.00%
18 BESSEMER GROUP INC 121 3,000 0.00%
19 WELLS FARGO & COMPANY/MN 62,600 3,000 0.00% Call
20 QCI ASSET MANAGEMENT INC/NY 144 4,000 0.00%
21 Parkside Financial Bank & Trust 187 4,000 0.00%
22 American Research & Management Co. 200 5,000 0.00%
23 ENTERPRISE FINANCIAL SERVICES CORP 233 6,000 0.00%
24 Cornerstone Advisors, Inc. 222 6,000 0.00%
25 Hudock, Inc. 300 7,000 0.00%
26 Tarbox Family Office, Inc. 264 7,000 0.00%
27 SONORA INVESTMENT MANAGEMENT, LLC 330 7,933 0.00%
28 Carroll Financial Associates, Inc. 318 8,000 0.00%
29 WealthTrust-Arizona, LLC 363 10,000 0.00%
30 LOOMIS SAYLES & CO L P 411 11,000 0.00%
31 Lowe Wealth Advisors, LLC 406 11,000 0.00%
32 CAPITAL GUARDIAN TRUST CO 442 12,000 0.00%
33 KANALY TRUST CO 500 13,000 0.00%
34 Shinko Asset Management Co., Ltd. 659 17,000 0.00%
35 WFG Advisors, LP 665 18,000 0.00%
36 First Horizon Advisors, Inc. 975 19,000 0.00%
37 ETF MANAGERS GROUP, LLC 989 23,000 0.00%
38 GUARDIAN LIFE INSURANCE CO OF AMERICA 873 23,000 0.00%
39 Global X Management CO LLC 963 25,000 0.00%
40 Evercore Wealth Management, LLC 966 26,000 0.00%
41 GENEOS WEALTH MANAGEMENT INC. 1,000 26,000 0.00%
42 Transamerica Financial Advisors, LLC 1,028 28,000 0.00%
43 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,052 28,000 0.00%
44 Advisors Asset Management, Inc. 1,100 29,000 0.00%
45 Advisory Services Network, LLC 1,090 29,000 0.00%
46 ATWOOD & PALMER INC 1,146 30,000 0.00%
47 CUTLER GROUP LLC / CA 1,392 36,000 0.00%
48 PENSERRA CAPITAL MANAGEMENT LLC 1,433 37,000 0.00%
49 Independent Portfolio Consultants, Inc. 1,445 38,000 0.00%
50 PARK AVENUE INSTITUTIONAL ADVISERS LLC 1,486 39,000 0.00%
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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.