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

Institutional Holders (2016Q2)
Portfolio Summary: 421 Institutional holders with a total value of $4,767,483,342.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 600 0 0.00% Call
2 VERSANT CAPITAL MANAGEMENT, INC 35 0 0.00%
3 DELPHI PRIVATE ADVISORS LLC 1 0 0.00%
4 CUTLER GROUP LLC / CA 1,100 0 0.00% Put
5 PIEDMONT INVESTMENT ADVISORS INC 4 92 0.00%
6 MassMutual Private Wealth & Trust, FSB 29 667 0.00%
7 Transamerica Financial Advisors, LLC 10 1,000 0.00%
8 FARMERS & MERCHANTS INVESTMENTS INC 44 1,000 0.00%
9 Global X Management CO LLC 32 1,000 0.00%
10 TRUST CO OF VERMONT 50 1,000 0.00%
11 QUADRANT CAPITAL GROUP LLC 186 2,000 0.00%
12 HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. 100 2,000 0.00%
13 Winfield Associates, Inc. 145 3,000 0.00%
14 QCI ASSET MANAGEMENT INC/NY 144 3,000 0.00%
15 M&R CAPITAL MANAGEMENT INC 150 3,000 0.00%
16 HAP Trading, LLC 87,300 4,000 0.00% Put
17 Parkside Financial Bank & Trust 187 4,000 0.00%
18 Plante Moran Financial Advisors, LLC 190 4,000 0.00%
19 Cornerstone Advisors, Inc. 168 4,000 0.00%
20 ENTERPRISE FINANCIAL SERVICES CORP 233 5,000 0.00%
21 Hudock, Inc. 300 6,000 0.00%
22 Tarbox Family Office, Inc. 264 6,000 0.00%
23 TRUST CO 315 7,000 0.00%
24 Carroll Financial Associates, Inc. 318 7,000 0.00%
25 MUFG Americas Holdings Corp 322 7,000 0.00%
26 Parallax Volatility Advisers, L.P. 300 7,000 0.00% Put
27 National Pension Service 342 8,000 0.00%
28 D.A. DAVIDSON & CO. 400 9,000 0.00%
29 Lowe Wealth Advisors, LLC 406 9,000 0.00%
30 BESSEMER GROUP INC 414 10,000 0.00%
31 MV CAPITAL MANAGEMENT, INC. 497 11,000 0.00%
32 WASHINGTON TRUST BANK 500 12,000 0.00%
33 ORRSTOWN FINANCIAL SERVICES INC 500 12,000 0.00%
34 KANALY TRUST CO 500 12,000 0.00%
35 Shinko Asset Management Co., Ltd. 659 15,000 0.00%
36 WFG Advisors, LP 665 15,000 0.00%
37 WealthTrust-Arizona, LLC 638 15,000 0.00%
38 SIGNATUREFD, LLC 716 16,000 0.00%
39 GUARDIAN LIFE INSURANCE CO OF AMERICA 884 20,000 0.00%
40 First Horizon Advisors, Inc. 991 21,000 0.00%
41 Evercore Wealth Management, LLC 966 22,000 0.00%
42 GENEOS WEALTH MANAGEMENT INC. 1,000 23,000 0.00%
43 WEALTHPLAN PARTNERS, LLC 1,506 23,140 0.00%
44 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,052 24,000 0.00%
45 Advisors Asset Management, Inc. 1,100 25,000 0.00%
46 WELLS FARGO & COMPANY/MN 22,200 25,000 0.00% Put
47 ATWOOD & PALMER INC 1,146 26,000 0.00%
48 Point72 Hong Kong Ltd 1,200 28,000 0.00%
49 TORONTO DOMINION BANK 1,297 30,000 0.00%
50 NN INVESTMENT PARTNERS HOLDINGS N.V. 1,394 32,000 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.