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

Institutional Holders (2017Q2)
Portfolio Summary: 469 Institutional holders with a total value of $5,992,755,031.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BlackRock Finance, Inc. 28,858,976 892,031,000 14.89%
2 VANGUARD GROUP INC 21,344,192 659,749,000 11.01%
3 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 13,713,081 422,690,000 7.05%
4 STATE STREET CORP 10,688,029 330,369,000 5.51%
5 Bank of New York Mellon Corp 6,682,138 206,545,000 3.45%
6 First Eagle Investment Management, LLC 6,144,521 189,927,000 3.17%
7 AQR CAPITAL MANAGEMENT LLC 4,181,533 129,251,000 2.16%
8 JUPITER ASSET MANAGEMENT LTD 3,786,600 117,044,000 1.95%
9 NORGES BANK 3,726,911 115,199,000 1.92%
10 Artisan Partners Limited Partnership 3,438,701 106,290,000 1.77%
11 NORTHERN TRUST CORP 3,103,440 95,927,000 1.60%
12 JPMORGAN CHASE & CO 3,065,584 94,759,000 1.58%
13 THOMPSON SIEGEL & WALMSLEY LLC 3,061,833 94,642,000 1.58%
14 GOLDMAN SACHS GROUP INC 2,803,155 86,645,000 1.45%
15 SCHRODER INVESTMENT MANAGEMENT GROUP 2,664,382 82,277,000 1.37%
16 GEODE CAPITAL MANAGEMENT, LLC 2,632,478 81,265,000 1.36%
17 DEUTSCHE BANK AG\ 2,546,875 78,721,000 1.31%
18 APG Asset Management N.V. 2,384,575 73,707,000 1.23%
19 MORGAN STANLEY 2,322,704 71,794,000 1.20%
20 CREDIT AGRICOLE S A 2,227,705 68,858,000 1.15%
21 Invesco Ltd. 1,852,861 57,272,000 0.96%
22 TOBAM 1,611,032 49,797,000 0.83%
23 BANK OF AMERICA CORP /DE/ 1,573,711 48,644,000 0.81%
24 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1,519,503 46,967,837 0.78%
25 LORD, ABBETT & CO. LLC 1,459,100 45,101,000 0.75%
26 MILLENNIUM MANAGEMENT LLC 1,441,225 44,548,000 0.74%
27 GAMCO INVESTORS, INC. ET AL 1,409,244 43,560,000 0.73%
28 GUGGENHEIM CAPITAL LLC 1,264,232 39,079,000 0.65%
29 TIAA CREF INVESTMENT MANAGEMENT LLC 1,248,468 38,590,000 0.64%
30 PANAGORA ASSET MANAGEMENT INC 1,232,845 38,107,000 0.64%
31 Legal & General Group Plc 1,230,666 38,040,000 0.63%
32 AMERICAN CENTURY COMPANIES INC 1,191,765 36,837,000 0.61%
33 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1,092,810 33,777,000 0.56%
34 DIMENSIONAL FUND ADVISORS LP 1,078,404 33,334,000 0.56%
35 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,064,213 32,895,000 0.55%
36 AMERIPRISE FINANCIAL INC 1,054,910 32,612,000 0.54%
37 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 887,100 27,420,000 0.46%
38 FORT, L.P. 871,763 26,946,000 0.45%
39 Freestone Capital Holdings, LLC 869,995 26,891,000 0.45%
40 GABELLI FUNDS LLC 841,000 25,995,000 0.43%
41 TEACHERS ADVISORS, LLC 835,867 25,837,000 0.43%
42 TWO SIGMA INVESTMENTS, LP 832,230 25,724,000 0.43%
43 WBI INVESTMENTS, LLC 821,810 25,402,000 0.42%
44 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 813,282 25,139,000 0.42%
45 WELLINGTON MANAGEMENT GROUP LLP 799,709 24,719,000 0.41%
46 Swiss National Bank 753,466 23,290,000 0.39%
47 RENAISSANCE TECHNOLOGIES LLC 645,900 19,965,000 0.33%
48 Sumitomo Mitsui Trust Group, Inc. 637,460 19,704,000 0.33%
49 TOCQUEVILLE ASSET MANAGEMENT L.P. 619,251 19,141,000 0.32%
50 PARAMETRIC PORTFOLIO ASSOCIATES LLC 572,768 17,704,000 0.30%
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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.