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H&R Block Inc
H&R Block Inc. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 11 Institutional holders with a total value of $28,817,279.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Smead Capital Management, Inc. 902,097 27,974,000 97.07% SH
2 Waldron Private Wealth LLC 6,650 206,000 0.71%
3 Sterneck Capital Management, LLC 6,615 205,000 0.71%
4 NatWest Group plc 6,470 200,000 0.69%
5 TORONTO DOMINION BANK 5,193 161,000 0.56%
6 Nelson Capital Management, LLC 750 23,000 0.08%
7 JNBA Financial Advisors 600 19,000 0.07%
8 Hirtle Callaghan & Co LLC 592 18,000 0.06%
9 Estabrook Capital Management 245 7,597 0.03%
10 Gemmer Asset Management LLC 101 3,000 0.01%
11 SEVEN EIGHT CAPITAL, LP 22 682 0.00%

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.