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

Institutional Holders (2016Q1)
Portfolio Summary: 13 Institutional holders with a total value of $131,375,057.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Smead Capital Management, Inc. 2,834,174 74,879,000 57.00%
2 WESTWOOD HOLDINGS GROUP INC 2,000,111 52,843,000 40.22%
3 BEACON TRUST CO 87,725 2,318,000 1.76%
4 Capital Investment Advisors, LLC 20,815 550,000 0.42%
5 HL FINANCIAL SERVICES LLC 10,337 273,000 0.21%
6 Leisure Capital Management 8,700 230,000 0.18%
7 Waldron Private Wealth LLC 6,650 223,000 0.17%
8 Nelson Capital Management, LLC 750 20,000 0.02%
9 JNBA Financial Advisors 600 16,000 0.01%
10 TCI Wealth Advisors, Inc. 365 10,000 0.01%
11 TRUST CO 315 8,000 0.01%
12 Gemmer Asset Management LLC 167 4,000 0.00%
13 Estabrook Capital Management 40 1,057 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.