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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 Glassman Wealth Services 24 1,000 0.00%
2 FARMERS & MERCHANTS INVESTMENTS INC 44 1,000 0.00%
3 TRUST CO 40 1,000 0.00%
4 Estabrook Capital Management 40 1,236 0.00%
5 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 75 2,000 0.00%
6 Gemmer Asset Management LLC 72 2,000 0.00%
7 VERSANT CAPITAL MANAGEMENT, INC 95 2,000 0.00%
8 CAPTRUST FINANCIAL ADVISORS 75 2,000 0.00%
9 CUTLER GROUP LLC / CA 21,100 3,000 0.00% Put
10 SARGENT BICKHAM LAGUDIS LLC 114 4,000 0.00%
11 ENTERPRISE FINANCIAL SERVICES CORP 122 4,000 0.00%
12 M&R CAPITAL MANAGEMENT INC 150 4,000 0.00%
13 QCI ASSET MANAGEMENT INC/NY 144 4,000 0.00%
14 MOTCO 132 4,000 0.00%
15 CWM, LLC 150 5,000 0.00%
16 Cornerstone Advisors, Inc. 168 5,000 0.00%
17 American Research & Management Co. 200 6,000 0.00%
18 SPIDERROCK ADVISORS, LLC 180 6,000 0.00% PRN
19 FERRIS CAPITAL, LLC 205 6,000 0.00%
20 Highstreet Asset Management Inc. 240 7,000 0.00%
21 MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. 237 7,000 0.00%
22 Parkside Financial Bank & Trust 219 7,000 0.00%
23 Tarbox Family Office, Inc. 264 8,000 0.00%
24 PACIFIC CENTER FOR FINANCIAL SERVICES 280 9,000 0.00%
25 COCONUT GROVE BANK 280 9,000 0.00%
26 Carroll Financial Associates, Inc. 318 9,000 0.00%
27 Hudock, Inc. 300 9,000 0.00%
28 FIRST COMMAND FINANCIAL SERVICES, INC. 320 10,000 0.00%
29 FIRST COMMAND BANK 320 10,000 0.00%
30 MPS LORIA FINANCIAL PLANNERS, LLC 302 10,000 0.00%
31 STERLING INVESTMENT ADVISORS, LTD. 400 12,000 0.00%
32 QUADRANT CAPITAL GROUP LLC 499 12,000 0.00%
33 Lowe Wealth Advisors, LLC 406 13,000 0.00%
34 FUSION FAMILY WEALTH, LLC 450 14,000 0.00% SH
35 Tower Research Capital LLC (TRC) 468 14,000 0.00%
36 GUARDIAN LIFE INSURANCE CO OF AMERICA 464 14,000 0.00%
37 WASHINGTON TRUST BANK 500 15,000 0.00%
38 MU Investments Co., Ltd. 500 15,000 0.00%
39 PARALLEL ADVISORS, LLC 513 16,000 0.00%
40 Ledyard National Bank 600 19,000 0.00%
41 First Horizon Advisors, Inc. 641 19,000 0.00%
42 CUTLER GROUP LLC / CA 5,900 19,000 0.00% Call
43 JNBA Financial Advisors 600 19,000 0.00%
44 WFG Advisors, LP 665 21,000 0.00%
45 Johnson Financial Group, Inc. 840 26,000 0.00%
46 MV CAPITAL MANAGEMENT, INC. 874 27,000 0.00%
47 ROYAL FUND MANAGEMENT, LLC 1,000 30,000 0.00%
48 GENEOS WEALTH MANAGEMENT INC. 1,000 30,000 0.00%
49 HANSEATIC MANAGEMENT SERVICES INC 1,019 31,000 0.00%
50 HARVEST FUND MANAGEMENT CO., LTD 995 31,000 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.