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

Institutional Holders (2015Q1)
Portfolio Summary: 14 Institutional holders with a total value of $190,713,857.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VICTORY CAPITAL MANAGEMENT INC 4,080,590 130,865,000 68.62%
2 Smead Capital Management, Inc. 1,214,670 38,955,000 20.43% SH
3 AFFINITY INVESTMENT ADVISORS, LLC 347,635 11,149,000 5.85%
4 Catalyst Capital Advisors LLC 182,855 5,864,000 3.07%
5 GROUP ONE TRADING LLC 62,420 2,002,000 1.05%
6 Janney Montgomery Scott LLC 27,851 893,000 0.47%
7 HL FINANCIAL SERVICES LLC 11,025 354,000 0.19%
8 Waldron Private Wealth LLC 6,650 213,000 0.11%
9 NatWest Group plc 6,470 208,000 0.11%
10 SEVEN EIGHT CAPITAL, LP 4,863 156,000 0.08%
11 Nelson Capital Management, LLC 750 24,000 0.01%
12 JNBA Financial Advisors 600 19,000 0.01%
13 Estabrook Capital Management 245 7,857 0.00%
14 Gemmer Asset Management LLC 131 4,000 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.