HR Block 2006 Annual Report Download - page 59

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PRINCIPAL SECURITY HOLDERS –
The following table sets forth the name, address and share ownership of each person or organization known to the Company to be the
beneficial owner of more than 5% of the outstanding Common Stock of the Company. The information provided is based upon
Schedule 13G filings with the Securities and Exchange Commission
Percent of
Shares Common
Name and Address Beneficially Stock
of Beneficial Owner Owned Outstanding
Barclays Global Investors, NA 16,597,099 5.07%(1)
45 Fremont Street
San Francisco, California 94105
Warren E. Buffett, 18,538,100 5.70%(2)
Berkshire Hathaway Inc.,
OBH, Inc., and National
Indemnity Company
1440 Kiewit Plaza
Omaha, Nebraska 68131
Franklin Resources, Inc. 21,796,714 6.70%(3)
One Franklin Parkway
San Mateo, California 94403-1906
Harris Associates L.P. 27,362,870 8.35%(4)
Harris Associates Inc.
Two North LaSalle Street, Suite 500
Chicago, Illinois 60602-3790
Davis Selected Advisers, L.P. 38,265,934 11.79%(5)
2949 East Elvira Road, Suite 101
Tucson, Arizona 85706
(1) Information as to the number of shares and the percent of Common Stock outstanding is as of December 31, 2005 and is furnished in reliance on the last-filed Schedule 13G
of Barclays Global Investors, NA filed on January 26, 2006. The Schedule 13G indicates that Barclays Global Investors, NA, Barclays Global Fund Advisors, Barclays Global
Investors, Ltd., and Barclays Global Investors Japan Trust and Banking Company Limited each have sole voting and dispositive power over a portion of the shares. The
Schedule 13G indicates that the number of shares beneficially owned includes 16,104,247 shares with sole voting power, and 16,597,099 shares with sole
dispositive power.
(2) Information as to the number of shares and the percent of Common Stock outstanding is as of December 31, 2005 and is furnished in reliance on the last-filed Schedule 13G
of Berkshire Hathaway Inc., filed on February 14, 2006. The Schedule 13G indicates that Warren E. Buffett, Berkshire Hathaway Inc., OBH, Inc. and National Indemnity
Company share voting and dispositive power over the shares.
(3) Information as to the number of shares and the percent of Common Stock outstanding is as of December 31, 2005 and is furnished in reliance on the last-filed Schedule 13G
of Franklin Resources, Inc. filed on February 13, 2006. The Schedule 13G indicates that Templeton Global Advisors Limited has sole voting power with regard to
19,183,574 shares, sole dispositive power with regard to 19,344,974 shares, and shared dispositive power with regard to 38,600 shares.
(4) Information as to the number of shares and the percent of Common Stock outstanding is as of December 31, 2005 and is furnished in reliance on the Schedule 13G of Harris
Associates L.P., Harris Associates Inc., and Harris Associates Investment Trust, 36-4032559 series designated The Oakmark Select Fund filed on February 14, 2006. The
Schedule 13G indicates that the number of shares beneficially owned includes 27,362,870 shares with shared voting power, 4,884,670 shares with sole dispositive power
and 22,478,200 shares with shared dispositive power. The Oakmark Select Fund, as a series of the Harris Associates Investment Trust, owns 16,519,600 shares (5.04%).
(5) Information as to the number of shares and the percent of Common Stock outstanding is as of December 31, 2005 and is furnished in reliance on the Schedule 13G of Davis
Selected Advisers, L.P., filed on February 14, 2006.
H&R BLOCK 2006 Proxy Statement
31