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H & R BLOCK INC
H & R BLOCK 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
401 BESSEMER GROUP INC 414 10,000 0.00%
402 Financial Architects, Inc 417 10,000 0.00%
403 Lowe Wealth Advisors, LLC 406 9,000 0.00%
404 QUADRANT CAPITAL GROUP LLC 514 9,000 0.00%
405 Plante Moran Financial Advisors, LLC 365 8,000 0.00%
406 CUTLER GROUP LLC / CA 3,800 7,000 0.00% Call
407 Carroll Financial Associates, Inc. 318 7,000 0.00%
408 PineBridge Investments, L.P. 281 7,000 0.00%
409 LEBENTHAL ASSET MANAGEMENT, LLC 240 6,000 0.00%
410 Tarbox Family Office, Inc. 264 6,000 0.00%
411 Hudock, Inc. 300 6,000 0.00%
412 American Research & Management Co. 200 5,000 0.00%
413 ENTERPRISE FINANCIAL SERVICES CORP 233 5,000 0.00%
414 FIRST INTERSTATE BANK 217 5,000 0.00%
415 Parkside Financial Bank & Trust 187 4,000 0.00%
416 LOOMIS SAYLES & CO L P 191 4,000 0.00%
417 Cornerstone Advisors, Inc. 168 4,000 0.00%
418 QCI ASSET MANAGEMENT INC/NY 144 3,000 0.00%
419 Winfield Associates, Inc. 145 3,000 0.00%
420 RWC Asset Management LLP 123 3,000 0.00%
421 M&R CAPITAL MANAGEMENT INC 150 3,000 0.00%
422 TCI Wealth Advisors, Inc. 102 2,000 0.00%
423 FARMERS & MERCHANTS INVESTMENTS INC 44 1,000 0.00%
424 MUFG Americas Holdings Corp 62 1,000 0.00%
425 CUTLER GROUP LLC / CA 1,100 1,000 0.00% Put
426 Transamerica Financial Advisors, LLC 9 1,000 0.00%
427 CapWealth Advisors, LLC 36 1,000 0.00%
428 Glassman Wealth Services 40 1,000 0.00%
429 PIEDMONT INVESTMENT ADVISORS INC 4 92 0.00%
430 VERSANT CAPITAL MANAGEMENT, INC 35 0 0.00%
431 HERNDON CAPITAL MANAGEMENT LLC 21 0 0.00%
432 DELPHI PRIVATE ADVISORS LLC 1 0 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.