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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
51 RPG FAMILY WEALTH ADVISORY, LLC 1,500 39,630 0.00%
52 Mercer Capital Advisers, Inc. 1,550 41,000 0.00%
53 VALLEY NATIONAL ADVISERS INC 1,572 42,000 0.00%
54 NEW YORK LIFE TRUST CO 1,575 42,000 0.00%
55 PartnerRe Asset Management CORP 1,583 42,000 0.00%
56 ROPES WEALTH ADVISORS LLC 1,631 43,000 0.00%
57 Amica Retiree Medical Trust 1,829 48,000 0.00%
58 TORONTO DOMINION BANK 1,815 48,000 0.00%
59 TRUIST FINANCIAL CORP 1,800 48,000 0.00%
60 VAN ECK ASSOCIATES CORP 1,946 51,000 0.00%
61 Bartlett & Co. LLC 1,963 52,000 0.00%
62 MSI Financial Services Inc 2,005 53,000 0.00%
63 Cordasco Financial Network 2,000 53,000 0.00%
64 Mizuho Asset Management Co.,Ltd. 1,695 54,000 0.00%
65 SIMPLEX TRADING, LLC 2,076 54,000 0.00%
66 ROYAL LONDON ASSET MANAGEMENT LTD 1,530,719 58,000 0.00%
67 Checchi Capital Advisers, LLC 2,537 67,000 0.00%
68 FULLER & THALER ASSET MANAGEMENT, INC. 2,600 69,000 0.00%
69 QS Investors, LLC 2,664 70,000 0.00%
70 VIRTUS CAPITAL ADVISERS, LLC 2,724 73,000 0.00%
71 North Star Investment Management Corp. 2,800 74,000 0.00%
72 Creative Planning 2,873 76,000 0.00%
73 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,232 85,000 0.00%
74 E. Ohman J:or Asset Management AB 3,300 87,186 0.00%
75 Spot Trading L.L.C 3,600 95,000 0.00% Put
76 PACER ADVISORS, INC. 3,955 104,000 0.00%
77 NORTHPOINTE CAPITAL LLC 4,025 106,000 0.00%
78 FRIESS ASSOCIATES LLC 4,080 108,000 0.00%
79 HUNTINGTON NATIONAL BANK 3,503 113,000 0.00%
80 INVICTUS RG 4,351 115,000 0.00%
81 BRONFMAN E.L. ROTHSCHILD, L.P. 4,377 116,000 0.00%
82 OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 4,500 119,000 0.00%
83 MN SERVICES VERMOGENSBEHEER B.V. 5,844 135,000 0.00%
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,068 147,000 0.00%
85 WASHINGTON TRUST BANK 6,007 159,000 0.00%
86 FEDERATED HERMES, INC. 6,071 160,000 0.00%
87 SEVEN EIGHT CAPITAL, LP 7,063 187,000 0.00%
88 BENJAMIN F. EDWARDS & COMPANY, INC. 7,680 203,000 0.00%
89 RELIANCE TRUST CO OF DELAWARE 7,921 209,000 0.00%
90 TWO SIGMA INVESTMENTS, LP 8,000 211,000 0.00% Put
91 VSR Financial Services, Inc. 8,133 215,000 0.00%
92 PROFUND ADVISORS LLC 8,126 215,000 0.00%
93 BURNHAM ASSET MANAGEMENT CORP /NY/ 8,450 223,000 0.00%
94 SEI INVESTMENTS CO 8,659 229,000 0.00%
95 COMMERZBANK AKTIENGESELLSCHAFT /FI 8,653 229,000 0.00%
96 CHICAGO TRUST CO NA 9,000 238,000 0.00%
97 BOSTON FAMILY OFFICE LLC 9,000 238,000 0.00%
98 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 9,009 238,000 0.00%
99 IFP ADVISORS, INC 9,052 239,000 0.00%
100 Robeco Institutional Asset Management B.V. 9,067 240,000 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.