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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
151 RIVERHEAD CAPITAL MANAGEMENT LLC 90,469 2,094,000 0.04%
152 CORIENT CAPITAL PARTNERS, LLC 90,367 2,092,000 0.04%
153 AMERIPRISE FINANCIAL INC 87,535 2,031,000 0.04%
154 GOLDMAN SACHS GROUP INC 86,400 2,000,000 0.04% Call
155 FIRST QUADRANT LLC/CA 85,672 1,983,000 0.04%
156 ALPHA OMEGA WEALTH MANAGEMENT LLC 84,366 1,953,000 0.04%
157 NATIONAL INVESTMENT SERVICES INC /WI 84,185 1,949,000 0.04%
158 FDx Advisors, Inc. 78,768 1,823,000 0.04%
159 JANE STREET GROUP, LLC 76,963 1,782,000 0.04%
160 STATE OF MICHIGAN RETIREMENT SYSTEM 76,422 1,769,000 0.04%
161 Norinchukin Bank, The 72,963 1,689,000 0.04%
162 Gulf International Bank (UK) Ltd 72,508 1,678,000 0.04%
163 Aperio Group, LLC 71,704 1,660,000 0.03%
164 Arizona State Retirement System 71,408 1,653,000 0.03%
165 MIZUHO SECURITIES USA LLC 71,300 1,651,000 0.03%
166 D. E. Shaw & Co., Inc. 69,700 1,614,000 0.03% Call
167 WOLVERINE TRADING LP /BD 71,200 1,613,000 0.03% Call
168 COMMERCE BANK 69,335 1,605,000 0.03%
169 TEXAS PERMANENT SCHOOL FUND CORP 67,473 1,562,000 0.03%
170 SHELL ASSET MANAGEMENT CO 67,164 1,555,000 0.03%
171 B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 67,140 1,554,000 0.03%
172 WESTPAC BANKING CORP 81,146 1,528,574 0.03%
173 AHL Partners LLP 65,750 1,522,000 0.03%
174 CANADA PENSION PLAN INVESTMENT BOARD 65,574 1,518,000 0.03%
175 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 64,275 1,488,000 0.03%
176 M&T BANK CORP 61,988 1,435,000 0.03%
177 SCOTIA CAPITAL INC. 58,010 1,343,000 0.03%
178 J.P. Morgan Private Wealth Advisors LLC 57,932 1,341,000 0.03%
179 EATON VANCE MANAGEMENT 57,704 1,336,000 0.03%
180 FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 57,392 1,329,000 0.03%
181 CITIGROUP INC 56,300 1,303,000 0.03% Put
182 EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 55,942 1,295,000 0.03%
183 HARTFORD INVESTMENT MANAGEMENT CO 55,855 1,293,000 0.03%
184 IMS Capital Management 53,590 1,241,000 0.03%
185 WINTON GROUP Ltd 53,149 1,230,000 0.03%
186 SG Americas Securities, LLC 52,615 1,218,000 0.03%
187 Zurcher Kantonalbank (Zurich Cantonalbank) 52,137 1,207,000 0.03%
188 CARL DOMINO INC 53,155 1,204,000 0.03%
189 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 50,394 1,167,000 0.02%
190 JPMORGAN CHASE & CO 49,695 1,149,000 0.02%
191 PUBLIC SECTOR PENSION INVESTMENT BOARD 49,252 1,140,000 0.02%
192 GLENMEDE TRUST CO NA 47,983 1,110,000 0.02%
193 WOLVERINE TRADING LP /BD 48,500 1,099,000 0.02% Put
194 State of Alaska, Department of Revenue 47,265 1,094,000 0.02%
195 BOGLE INVESTMENT MANAGEMENT L P /DE/ 46,082 1,066,000 0.02%
196 Argyle Capital Management, LLC 45,950 1,064,000 0.02%
197 Walleye Trading LLC 44,700 1,034,000 0.02% Call
198 CAPITAL FUND MANAGEMENT S.A. 44,500 1,030,000 0.02% Put
199 MIDAS MANAGEMENT CORP 43,900 1,016,000 0.02%
200 PEAK6 Group LLC 43,638 1,010,000 0.02%
Page 4 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.