Dark
Light
System
Security
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
401 GENEOS WEALTH MANAGEMENT INC. 1,000 26,000 0.00%
402 Evercore Wealth Management, LLC 966 26,000 0.00%
403 Global X Management CO LLC 963 25,000 0.00%
404 GUARDIAN LIFE INSURANCE CO OF AMERICA 873 23,000 0.00%
405 ETF MANAGERS GROUP, LLC 989 23,000 0.00%
406 First Horizon Advisors, Inc. 975 19,000 0.00%
407 WFG Advisors, LP 665 18,000 0.00%
408 Shinko Asset Management Co., Ltd. 659 17,000 0.00%
409 KANALY TRUST CO 500 13,000 0.00%
410 CAPITAL GUARDIAN TRUST CO 442 12,000 0.00%
411 Lowe Wealth Advisors, LLC 406 11,000 0.00%
412 LOOMIS SAYLES & CO L P 411 11,000 0.00%
413 WealthTrust-Arizona, LLC 363 10,000 0.00%
414 Carroll Financial Associates, Inc. 318 8,000 0.00%
415 SONORA INVESTMENT MANAGEMENT, LLC 330 7,933 0.00%
416 Hudock, Inc. 300 7,000 0.00%
417 Tarbox Family Office, Inc. 264 7,000 0.00%
418 Cornerstone Advisors, Inc. 222 6,000 0.00%
419 ENTERPRISE FINANCIAL SERVICES CORP 233 6,000 0.00%
420 American Research & Management Co. 200 5,000 0.00%
421 QCI ASSET MANAGEMENT INC/NY 144 4,000 0.00%
422 Parkside Financial Bank & Trust 187 4,000 0.00%
423 USA MUTUALS ADVISORS, INC. 96 3,000 0.00%
424 BESSEMER GROUP INC 121 3,000 0.00%
425 Cable Hill Partners, LLC 98 3,000 0.00%
426 WELLS FARGO & COMPANY/MN 62,600 3,000 0.00% Call
427 Tower Research Capital LLC (TRC) 73 2,000 0.00%
428 MUFG Americas Holdings Corp 62 2,000 0.00%
429 CUTLER GROUP LLC / CA 1,900 2,000 0.00% Put
430 PROFICIO CAPITAL PARTNERS LLC 52 1,000 0.00%
431 ZIONS BANCORPORATION 71 1,000 0.00%
432 FARMERS & MERCHANTS INVESTMENTS INC 44 1,000 0.00%
433 QUADRANT CAPITAL GROUP LLC 38 1,000 0.00%
434 TRUST CO OF VERMONT 50 1,000 0.00%
435 TD Securities (USA) LLC 53 1,000 0.00%
436 CUTLER GROUP LLC / CA 8,700 1,000 0.00% Call
437 VERSANT CAPITAL MANAGEMENT, INC 34 0 0.00%
438 DELPHI PRIVATE ADVISORS LLC 1 0 0.00%
439 PENSIONFUND SABIC 0 0 0.00%
440 SUTTON WEALTH ADVISORS INC. 0 0 0.00%
441 Pensionfund PDN 0 0 0.00%
Page 9 of 9

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.