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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
51 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,052 24,000 0.00%
52 SEI INVESTMENTS CO 1,038 24,000 0.00%
53 PHYSICIANS FINANCIAL SERVICES, INC. 1,100 25,000 0.00%
54 Abacus FCF Advisors LLC 1,080 25,000 0.00%
55 BANCO ITAU HOLDING FINANCEIRA S A 1,100 25,000 0.00%
56 NEXT Financial Group, Inc 1,175 27,000 0.00%
57 ATWOOD & PALMER INC 1,146 27,000 0.00%
58 Spot Trading L.L.C 1,200 28,000 0.00% Call
59 NN INVESTMENT PARTNERS HOLDINGS N.V. 1,394 32,000 0.00%
60 Tower Research Capital LLC (TRC) 1,422 33,000 0.00%
61 Mercer Capital Advisers, Inc. 1,550 36,000 0.00%
62 ROPES WEALTH ADVISORS LLC 1,600 37,000 0.00%
63 Amica Retiree Medical Trust 1,829 42,000 0.00%
64 Bartlett & Co. LLC 1,963 45,000 0.00%
65 Cordasco Financial Network 2,000 46,000 0.00%
66 Spot Trading L.L.C 2,000 46,000 0.00% Put
67 Independent Portfolio Consultants, Inc. 2,015 47,000 0.00%
68 FineMark National Bank & Trust 2,039 48,000 0.00%
69 Point72 Hong Kong Ltd 2,200 51,000 0.00%
70 CENTRAL TRUST Co 2,353 54,000 0.00%
71 QS Investors, LLC 2,579 60,000 0.00%
72 VIRTUS CAPITAL ADVISERS, LLC 2,724 64,000 0.00%
73 North Star Investment Management Corp. 2,800 65,000 0.00%
74 Mizuho Asset Management Co.,Ltd. 2,866 66,000 0.00%
75 RPG FAMILY WEALTH ADVISORY, LLC 3,000 69,450 0.00%
76 E. Ohman J:or Asset Management AB 3,300 76,395 0.00%
77 FRIESS ASSOCIATES LLC 4,080 94,000 0.00%
78 Catalyst Capital Advisors LLC 4,100 95,000 0.00%
79 VICTORY CAPITAL MANAGEMENT INC 4,182 97,000 0.00%
80 PENSERRA CAPITAL MANAGEMENT LLC 4,227 97,000 0.00%
81 RATIONAL ADVISORS, INC. 4,250 98,000 0.00%
82 OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 4,500 104,000 0.00%
83 LADENBURG THALMANN FINANCIAL SERVICES INC. 4,648 107,000 0.00%
84 Daiwa Securities Group Inc. 5,400 125,000 0.00%
85 BRONFMAN E.L. ROTHSCHILD, L.P. 5,531 128,000 0.00%
86 Virtus Investment Advisers, LLC 5,664 131,000 0.00%
87 MN SERVICES VERMOGENSBEHEER B.V. 5,844 135,000 0.00%
88 TORONTO DOMINION BANK 6,446 149,000 0.00%
89 MACQUARIE GROUP LTD 6,600 153,000 0.00%
90 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,540 153,000 0.00%
91 CUTLER GROUP LLC / CA 6,732 155,000 0.00%
92 MEEDER ASSET MANAGEMENT INC 6,907 160,000 0.00%
93 DekaBank Deutsche Girozentrale 7,004 160,000 0.00%
94 INVICTUS RG 7,342 170,000 0.00%
95 MSI Financial Services Inc 7,438 172,000 0.00%
96 BENJAMIN F. EDWARDS & COMPANY, INC. 7,680 178,000 0.00%
97 FULLER & THALER ASSET MANAGEMENT, INC. 7,700 178,000 0.00%
98 Creative Planning 8,235 191,000 0.00%
99 SIMPLEX TRADING, LLC 8,407 194,000 0.00%
100 Parallax Volatility Advisers, L.P. 8,847 205,000 0.00%
Page 2 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.