The Great Red Dragon
(Imperialistic Capital)

Ownership/Control of a Publicly-Listed Corporation

Symbol Name Of Corporation
HRB

Major
Holders
H&R Block, Inc. (As of 30-Jun-2007)
Top 10 Institutional HoldersShares2007Value2006
Davis Selected Advisers, LP38,182,48211.76%$892,324,604-.--%
Price (T.Rowe) Associates Inc32,384,5789.98%$756,827,587-.--%
Harris Associates L.P.21,864,3006.74%$510,968,691-.--%
Ariel Capital Management, Inc.15,800,7764.87%$369,264,135-.--%
Jennison Associates LLC12,848,8693.96%$300,278,068-.--%
FMR Corporation (Fidelity Management & Research Corp)12,727,1843.92%$297,434,290-.--%
Barclays Global Investors UK Holdings Ltd12,609,2783.88%$294,678,826-.--%
Vanguard Group, Inc. (The)11,776,7203.63%$275,221,946-.--%
State Street Corporation9,004,6402.77%$210,438,436-.--%
Goldman Sachs Group Inc8,620,7072.66%$201,465,922-.--%
% of Shares Held by All Insider and 5% Owners:7%-.--%
Top 10 [2.7%] of 361 Institutional Holders Control54.17%-.--%
Percentage of Barclays and "Associates" Control34.86%-.--%
NOTE: Price (T.Rowe) Associates manages 3 funds controlling 5.40%.
Davis Selected Advisers manages a fund controlling 5.46%.
Harris Associates advises 2 Oakmark funds controlling 6.55%.
Ariel Capital manages 2 funds controlling 2.88%.
Goldman-Sachs manages a fund controlling 1.37%.
Therefore, the Top 10 actually control 75.83% of HRB.
Barclays/Associates then actually controls 51.06% of HRB.

© 2007 by Edward Ulysses Cate
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