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

Institutional Holders (2016Q3)
Portfolio Summary: 432 Institutional holders with a total value of $4,766,434,507.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DELPHI PRIVATE ADVISORS LLC 1 0 0.00%
2 HERNDON CAPITAL MANAGEMENT LLC 21 0 0.00%
3 VERSANT CAPITAL MANAGEMENT, INC 35 0 0.00%
4 PIEDMONT INVESTMENT ADVISORS INC 4 92 0.00%
5 CapWealth Advisors, LLC 36 1,000 0.00%
6 Transamerica Financial Advisors, LLC 9 1,000 0.00%
7 MUFG Americas Holdings Corp 62 1,000 0.00%
8 CUTLER GROUP LLC / CA 1,100 1,000 0.00% Put
9 Glassman Wealth Services 40 1,000 0.00%
10 FARMERS & MERCHANTS INVESTMENTS INC 44 1,000 0.00%
11 TCI Wealth Advisors, Inc. 102 2,000 0.00%
12 RWC Asset Management LLP 123 3,000 0.00%
13 QCI ASSET MANAGEMENT INC/NY 144 3,000 0.00%
14 M&R CAPITAL MANAGEMENT INC 150 3,000 0.00%
15 Winfield Associates, Inc. 145 3,000 0.00%
16 Parkside Financial Bank & Trust 187 4,000 0.00%
17 LOOMIS SAYLES & CO L P 191 4,000 0.00%
18 Cornerstone Advisors, Inc. 168 4,000 0.00%
19 ENTERPRISE FINANCIAL SERVICES CORP 233 5,000 0.00%
20 FIRST INTERSTATE BANK 217 5,000 0.00%
21 American Research & Management Co. 200 5,000 0.00%
22 Tarbox Family Office, Inc. 264 6,000 0.00%
23 Hudock, Inc. 300 6,000 0.00%
24 LEBENTHAL ASSET MANAGEMENT, LLC 240 6,000 0.00%
25 Carroll Financial Associates, Inc. 318 7,000 0.00%
26 CUTLER GROUP LLC / CA 3,800 7,000 0.00% Call
27 PineBridge Investments, L.P. 281 7,000 0.00%
28 Plante Moran Financial Advisors, LLC 365 8,000 0.00%
29 Lowe Wealth Advisors, LLC 406 9,000 0.00%
30 QUADRANT CAPITAL GROUP LLC 514 9,000 0.00%
31 Financial Architects, Inc 417 10,000 0.00%
32 BESSEMER GROUP INC 414 10,000 0.00%
33 Global X Management CO LLC 468 11,000 0.00%
34 KANALY TRUST CO 500 12,000 0.00%
35 WASHINGTON TRUST BANK 520 12,000 0.00%
36 Twin Tree Management, LP 550 13,000 0.00%
37 D.A. DAVIDSON & CO. 615 14,000 0.00%
38 WealthTrust-Arizona, LLC 620 14,000 0.00%
39 WFG Advisors, LP 665 15,000 0.00%
40 Shinko Asset Management Co., Ltd. 659 15,000 0.00%
41 Advisory Services Network, LLC 700 16,000 0.00%
42 MV CAPITAL MANAGEMENT, INC. 773 18,000 0.00%
43 GUARDIAN LIFE INSURANCE CO OF AMERICA 840 19,000 0.00%
44 SIGNATUREFD, LLC 840 19,000 0.00%
45 JNBA Financial Advisors 840 19,000 0.00%
46 First Horizon Advisors, Inc. 911 20,000 0.00%
47 Evercore Wealth Management, LLC 966 22,000 0.00%
48 WEALTHPLAN PARTNERS, LLC 1,006 22,717 0.00%
49 Advisors Asset Management, Inc. 1,000 23,000 0.00%
50 GENEOS WEALTH MANAGEMENT INC. 1,000 23,000 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.