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
$1.51M Buy
47,700
+1,900
+4% +$66.2K ﹤0.01% 6688
2025
Q4
$2M Buy
45,800
+2,000
+5% +$93.5K ﹤0.01% 5913
2025
Q3
$2.21M Sell
43,800
-74,400
-63% -$3.93M ﹤0.01% 5875
2025
Q2
$6.49M Buy
118,200
+1,500
+1% +$86.6K ﹤0.01% 3680
2025
Q1
$6.41M Sell
116,700
-22,100
-16% -$1.18M ﹤0.01% 3499
2024
Q4
$7.33M Sell
138,800
-62,300
-31% -$3.66M ﹤0.01% 3376
2024
Q3
$12.8M Buy
201,100
+31,700
+19% +$1.89M ﹤0.01% 2563
2024
Q2
$9.19M Sell
169,400
-50,600
-23% -$2.52M ﹤0.01% 2868
2024
Q1
$10.8M Buy
220,000
+61,100
+38% +$2.9M ﹤0.01% 2850
2023
Q4
$7.69M Sell
158,900
-68,100
-30% -$3.04M ﹤0.01% 3187
2023
Q3
$9.77M Buy
227,000
+36,500
+19% +$1.35M ﹤0.01% 2713
2023
Q2
$6.07M Sell
190,500
-192,400
-50% -$6.22M ﹤0.01% 3339
2023
Q1
$13.5M Buy
382,900
+26,200
+7% +$969K ﹤0.01% 2422
2022
Q4
$13M Sell
356,700
-103,100
-22% -$4.19M ﹤0.01% 2460
2022
Q3
$19.6M Buy
459,800
+134,100
+41% +$5.67M ﹤0.01% 1895
2022
Q2
$11.5M Buy
325,700
+227,400
+231% +$7.02M ﹤0.01% 2505
2022
Q1
$2.56M Sell
98,300
-148,400
-60% -$3.6M ﹤0.01% 5542
2021
Q4
$5.81M Sell
246,700
-161,600
-40% -$3.92M ﹤0.01% 4035
2021
Q3
$10.2M Sell
408,300
-108,500
-21% -$2.7M ﹤0.01% 3042
2021
Q2
$12.1M Buy
516,800
+95,900
+23% +$2.27M ﹤0.01% 2787
2021
Q1
$9.18M Sell
420,900
-179,200
-30% -$3.39M ﹤0.01% 3106
2020
Q4
$9.52M Buy
600,100
+197,400
+49% +$3.41M ﹤0.01% 2705
2020
Q3
$6.56M Buy
402,700
+49,200
+14% +$723K ﹤0.01% 2782
2020
Q2
$5.05M Buy
353,500
+228,700
+183% +$3.61M ﹤0.01% 3072
2020
Q1
$1.76M Sell
124,800
-1,200
-1% -$25.1K ﹤0.01% 4357
2019
Q4
$2.96M Buy
126,000
+39,400
+45% +$946K ﹤0.01% 3806
2019
Q3
$2.04M Sell
86,600
-64,900
-43% -$1.72M ﹤0.01% 4455
2019
Q2
$4.44M Sell
151,500
-24,000
-14% -$645K ﹤0.01% 3273
2019
Q1
$4.2M Sell
175,500
-126,100
-42% -$3.1M ﹤0.01% 3249
2018
Q4
$7.65M Sell
301,600
-51,000
-14% -$1.36M ﹤0.01% 2211
2018
Q3
$9.08M Sell
352,600
-640,700
-65% -$16.3M ﹤0.01% 2222
2018
Q2
$22.6M Buy
993,300
+726,300
+272% +$19.3M 0.01% 1213
2018
Q1
$6.78M Buy
267,000
+67,400
+34% +$1.77M ﹤0.01% 2117
2017
Q4
$5.23M Buy
199,600
+22,700
+13% +$589K ﹤0.01% 2426
2017
Q3
$4.68M Buy
176,900
+10,200
+6% +$296K ﹤0.01% 2367
2017
Q2
$5.15M Buy
166,700
+10,400
+7% +$273K ﹤0.01% 2095
2017
Q1
$3.63M Buy
156,300
+37,200
+31% +$832K ﹤0.01% 2380
2016
Q4
$2.74M Buy
119,100
+14,500
+14% +$332K ﹤0.01% 2593
2016
Q3
$2.42M Sell
104,600
-76,400
-42% -$1.79M ﹤0.01% 2747
2016
Q2
$4.16M Sell
181,000
-10,000
-5% -$222K ﹤0.01% 1978
2016
Q1
$5.05M Buy
191,000
+81,800
+75% +$2.57M 0.01% 1763
2015
Q4
$3.64M Sell
109,200
-34,900
-24% -$1.24M ﹤0.01% 2120
2015
Q3
$5.22M Buy
144,100
+20,800
+17% +$704K 0.01% 1906
2015
Q2
$3.66M Buy
123,300
+2,000
+2% +$62.7K ﹤0.01% 2373
2015
Q1
$3.89M Buy
121,300
+1,900
+2% +$63.6K ﹤0.01% 2299
2014
Q4
$4.02M Sell
119,400
-53,500
-31% -$1.71M ﹤0.01% 2185
2014
Q3
$5.36M Buy
172,900
+71,100
+70% +$2.32M 0.01% 1920
2014
Q2
$3.41M Buy
101,800
+44,200
+77% +$1.32M ﹤0.01% 2191
2014
Q1
$1.74M Sell
57,600
-65,200
-53% -$1.96M ﹤0.01% 2803
2013
Q4
$3.57M Buy
122,800
+23,400
+24% +$665K ﹤0.01% 1971
2013
Q3
$2.65M Sell
99,400
-29,000
-23% -$844K ﹤0.01% 2140
2013
Q2
$3.56M Buy
+128,400
New +$3.66M 0.01% 1887

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.