Citadel Advisors’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.79M Sell
56,500
-13,300
-19% -$464K ﹤0.01% 6312
2025
Q4
$3.04M Buy
69,800
+35,800
+105% +$1.67M ﹤0.01% 5125
2025
Q3
$1.72M Sell
34,000
-39,200
-54% -$2.07M ﹤0.01% 6383
2025
Q2
$4.02M Buy
73,200
+22,400
+44% +$1.29M ﹤0.01% 4487
2025
Q1
$2.79M Sell
50,800
-46,900
-48% -$2.51M ﹤0.01% 4895
2024
Q4
$5.16M Sell
97,700
-23,600
-19% -$1.39M ﹤0.01% 3917
2024
Q3
$7.71M Sell
121,300
-43,500
-26% -$2.59M ﹤0.01% 3291
2024
Q2
$8.94M Sell
164,800
-136,200
-45% -$6.78M ﹤0.01% 2915
2024
Q1
$14.8M Buy
301,000
+37,600
+14% +$1.79M ﹤0.01% 2418
2023
Q4
$12.7M Hold
263,400
﹤0.01% 2536
2023
Q3
$11.3M Sell
263,400
-54,500
-17% -$2.01M ﹤0.01% 2529
2023
Q2
$10.1M Sell
317,900
-277,500
-47% -$8.96M ﹤0.01% 2657
2023
Q1
$21M Buy
595,400
+241,300
+68% +$8.92M ﹤0.01% 1872
2022
Q4
$12.9M Sell
354,100
-112,700
-24% -$4.58M ﹤0.01% 2466
2022
Q3
$19.9M Buy
466,800
+187,100
+67% +$7.92M ﹤0.01% 1885
2022
Q2
$9.88M Buy
279,700
+68,000
+32% +$2.1M ﹤0.01% 2709
2022
Q1
$5.51M Buy
211,700
+135,600
+178% +$3.29M ﹤0.01% 3991
2021
Q4
$1.79M Sell
76,100
-129,900
-63% -$3.15M ﹤0.01% 6492
2021
Q3
$5.15M Sell
206,000
-69,800
-25% -$1.74M ﹤0.01% 4241
2021
Q2
$6.48M Buy
275,800
+105,800
+62% +$2.5M ﹤0.01% 3902
2021
Q1
$3.71M Buy
170,000
+10,500
+7% +$198K ﹤0.01% 4947
2020
Q4
$2.53M Sell
159,500
-47,000
-23% -$812K ﹤0.01% 4869
2020
Q3
$3.36M Buy
206,500
+179,100
+654% +$2.63M ﹤0.01% 3785
2020
Q2
$391K Sell
27,400
-43,700
-61% -$691K ﹤0.01% 7472
2020
Q1
$1M Sell
71,100
-55,100
-44% -$1.15M ﹤0.01% 5333
2019
Q4
$2.96M Buy
126,200
+65,700
+109% +$1.58M ﹤0.01% 3804
2019
Q3
$1.43M Sell
60,500
-138,400
-70% -$3.66M ﹤0.01% 5008
2019
Q2
$5.83M Buy
198,900
+135,100
+212% +$3.63M ﹤0.01% 2884
2019
Q1
$1.53M Sell
63,800
-76,100
-54% -$1.87M ﹤0.01% 4893
2018
Q4
$3.55M Buy
139,900
+76,100
+119% +$2.03M ﹤0.01% 3295
2018
Q3
$1.64M Buy
63,800
+19,400
+44% +$492K ﹤0.01% 4726
2018
Q2
$1.01M Sell
44,400
-42,100
-49% -$1.12M ﹤0.01% 5193
2018
Q1
$2.2M Sell
86,500
-24,300
-22% -$639K ﹤0.01% 3589
2017
Q4
$2.9M Buy
110,800
+9,700
+10% +$252K ﹤0.01% 3131
2017
Q3
$2.68M Buy
101,100
+700
+0.7% +$20.3K ﹤0.01% 3061
2017
Q2
$3.1M Sell
100,400
-26,500
-21% -$696K ﹤0.01% 2620
2017
Q1
$2.95M Buy
126,900
+70,000
+123% +$1.57M ﹤0.01% 2601
2016
Q4
$1.31M Sell
56,900
-39,900
-41% -$912K ﹤0.01% 3482
2016
Q3
$2.24M Sell
96,800
-7,500
-7% -$175K ﹤0.01% 2830
2016
Q2
$2.4M Buy
104,300
+48,000
+85% +$1.07M ﹤0.01% 2545
2016
Q1
$1.49M Buy
56,300
+5,500
+11% +$173K ﹤0.01% 2994
2015
Q4
$1.69M Sell
50,800
-133,900
-72% -$4.76M ﹤0.01% 2923
2015
Q3
$6.69M Sell
184,700
-843,600
-82% -$28.6M 0.01% 1654
2015
Q2
$30.5M Buy
1,028,300
+945,700
+1,145% +$29.7M 0.03% 754
2015
Q1
$2.65M Buy
82,600
+34,900
+73% +$1.17M ﹤0.01% 2719
2014
Q4
$1.61M Sell
47,700
-178,000
-79% -$5.7M ﹤0.01% 3173
2014
Q3
$7M Buy
225,700
+121,400
+116% +$3.96M 0.01% 1678
2014
Q2
$3.5M Buy
104,300
+38,600
+59% +$1.15M ﹤0.01% 2169
2014
Q1
$1.98M Buy
65,700
+8,500
+15% +$255K ﹤0.01% 2671
2013
Q4
$1.66M Sell
57,200
-139,700
-71% -$3.97M ﹤0.01% 2725
2013
Q3
$5.25M Buy
196,900
+69,000
+54% +$2.01M 0.01% 1552
2013
Q2
$3.55M Buy
+127,900
New +$3.65M 0.01% 1891

Other funds holding HRB

Citadel Advisors's HRB Position: Q1 2026 in Review

Citadel Advisors increased its H&R Block (HRB) stake by 99% in Q1 2026, buying an estimated $55.2M and bringing the position to 3,183,175 shares worth $101M. The position accounts for 0.02% of the portfolio, ranked #803.

Citadel Advisors first reported a position in HRB in Q2 2013 and has held it in 51 quarters since. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • Citadel Advisors held 3,183,175 shares of H&R Block worth $101M as of Q1 2026.
  • Citadel Advisors bought 1,584,227 H&R Block shares in Q1 2026, an estimated $55.2M.
  • H&R Block made up 0.02% of Citadel Advisors's portfolio in Q1 2026, its #803 holding.
  • Citadel Advisors first reported a position in H&R Block in Q2 2013 and has held it in 51 quarters since.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.