Millennium Management’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 | $10.9M | Sell |
343,642
-495,626
| -59% | -$17.3M | ﹤0.01% | 2091 |
|
|
2025
Q4 | $36.6M | Buy |
839,268
+611,265
| +268% | +$28.6M | 0.02% | 1035 |
|
|
2025
Q3 | $11.5M | Sell |
228,003
-114,854
| -33% | -$6.07M | ﹤0.01% | 2242 |
|
|
2025
Q2 | $18.8M | Sell |
342,857
-685,122
| -67% | -$39.6M | 0.01% | 1622 |
|
|
2025
Q1 | $56.4M | Buy |
1,027,979
+896,828
| +684% | +$47.9M | 0.03% | 682 |
|
|
2024
Q4 | $6.93M | Sell |
131,151
-159,364
| -55% | -$9.36M | ﹤0.01% | 2515 |
|
|
2024
Q3 | $18.5M | Buy |
290,515
+201,689
| +227% | +$12M | 0.01% | 1620 |
|
|
2024
Q2 | $4.82M | Buy |
88,826
+69,847
| +368% | +$3.48M | ﹤0.01% | 2760 |
|
|
2024
Q1 | $932K | Sell |
18,979
-43,319
| -70% | -$2.06M | ﹤0.01% | 4350 |
|
|
2023
Q4 | $3.01M | Sell |
62,298
-2,765
| -4% | -$123K | ﹤0.01% | 3243 |
|
|
2023
Q3 | $2.8M | Sell |
65,063
-1,149,159
| -95% | -$42.4M | ﹤0.01% | 3239 |
|
|
2023
Q2 | $38.7M | Buy |
1,214,222
+1,027,480
| +550% | +$33.2M | 0.02% | 908 |
|
|
2023
Q1 | $6.58M | Buy |
186,742
+151,244
| +426% | +$5.59M | ﹤0.01% | 2348 |
|
|
2022
Q4 | $1.3M | Sell |
35,498
-95,415
| -73% | -$3.88M | ﹤0.01% | 3918 |
|
|
2022
Q3 | $5.57M | Sell |
130,913
-439,189
| -77% | -$18.6M | ﹤0.01% | 2793 |
|
|
2022
Q2 | $20.1M | Buy |
570,102
+561,592
| +6,599% | +$17.3M | 0.01% | 1303 |
|
|
2022
Q1 | $222K | Sell |
8,510
-19,549
| -70% | -$475K | ﹤0.01% | 5767 |
|
|
2021
Q4 | $661K | Sell |
28,059
-49,702
| -64% | -$1.21M | ﹤0.01% | 4794 |
|
|
2021
Q3 | $1.94M | Sell |
77,761
-609,177
| -89% | -$15.2M | ﹤0.01% | 3960 |
|
|
2021
Q2 | $16.1M | Sell |
686,938
-202,569
| -23% | -$4.8M | 0.01% | 1405 |
|
|
2021
Q1 | $19.4M | Sell |
889,507
-599,002
| -40% | -$11.3M | 0.01% | 1120 |
|
|
2020
Q4 | $23.6M | Buy |
1,488,509
+1,244,339
| +510% | +$21.5M | 0.02% | 934 |
|
|
2020
Q3 | $3.98K | Sell |
244,170
-73,460
| -23% | -$1.08M | ﹤0.01% | 2045 |
|
|
2020
Q2 | $4.54M | Sell |
317,630
-262,489
| -45% | -$4.15M | 0.01% | 1859 |
|
|
2020
Q1 | $8.17M | Sell |
580,119
-466,780
| -45% | -$9.78M | 0.02% | 992 |
|
|
2019
Q4 | $24.6M | Buy |
+1,046,899
| New | +$25.1M | 0.03% | 722 |
|
|
2019
Q3 | – | Sell |
-353,417
| Closed | -$10.4M | – | 4332 |
|
|
2019
Q2 | $10.4M | Buy |
+353,417
| New | +$9.5M | 0.02% | 1219 |
|
|
2019
Q1 | – | Sell |
-354,169
| Closed | -$8.98M | – | 4108 |
|
|
2018
Q4 | $8.98M | Sell |
354,169
-649,138
| -65% | -$17.3M | 0.01% | 1199 |
|
|
2018
Q3 | $25.8M | Sell |
1,003,307
-2,159,358
| -68% | -$54.8M | 0.03% | 707 |
|
|
2018
Q2 | $72M | Buy |
3,162,665
+3,018,414
| +2,092% | +$80.1M | 0.09% | 267 |
|
|
2018
Q1 | $3.67M | Buy |
144,251
+127,969
| +786% | +$3.37M | ﹤0.01% | 1990 |
|
|
2017
Q4 | $427K | Sell |
16,282
-314,133
| -95% | -$8.15M | ﹤0.01% | 3173 |
|
|
2017
Q3 | $8.75M | Sell |
330,415
-1,110,810
| -77% | -$32.3M | 0.01% | 1325 |
|
|
2017
Q2 | $44.5M | Buy |
+1,441,225
| New | +$37.8M | 0.08% | 338 |
|
|
2016
Q4 | – | Sell |
-163,213
| Closed | -$3.78M | – | 3489 |
|
|
2016
Q3 | $3.78M | Sell |
163,213
-2,328,365
| -93% | -$54.5M | 0.01% | 1519 |
|
|
2016
Q2 | $57.3M | Buy |
2,491,578
+2,422,391
| +3,501% | +$53.9M | 0.13% | 169 |
|
|
2016
Q1 | $1.83M | Buy |
69,187
+41,325
| +148% | +$1.3M | ﹤0.01% | 1828 |
|
|
2015
Q4 | $928K | Sell |
27,862
-2,443,629
| -99% | -$86.8M | ﹤0.01% | 2340 |
|
|
2015
Q3 | $89.5M | Buy |
2,471,491
+1,221,657
| +98% | +$41.4M | 0.17% | 111 |
|
|
2015
Q2 | $37.1M | Buy |
1,249,834
+1,235,649
| +8,711% | +$38.8M | 0.07% | 359 |
|
|
2015
Q1 | $455K | Buy |
14,185
+4,838
| +52% | +$162K | ﹤0.01% | 2809 |
|
|
2014
Q4 | $315K | Sell |
9,347
-81,882
| -90% | -$2.62M | ﹤0.01% | 3317 |
|
|
2014
Q3 | $2.83M | Sell |
91,229
-283,060
| -76% | -$9.23M | 0.01% | 1643 |
|
|
2014
Q2 | $12.5M | Sell |
374,289
-1,052,493
| -74% | -$31.3M | 0.03% | 709 |
|
|
2014
Q1 | $43.1M | Buy |
1,426,782
+1,246,285
| +690% | +$37.4M | 0.12% | 180 |
|
|
2013
Q4 | $5.24M | Sell |
180,497
-453,668
| -72% | -$12.9M | 0.02% | 1131 |
|
|
2013
Q3 | $16.9M | Sell |
634,165
-60,415
| -9% | -$1.76M | 0.05% | 432 |
|
|
2013
Q2 | $19.3M | Buy |
+694,580
| New | +$19.8M | 0.06% | 331 |
|
Other funds holding HRB
VPM
VCM
Millennium Management's HRB Position: Q1 2026 in Review
Millennium Management reduced its H&R Block (HRB) stake by 59% in Q1 2026, selling an estimated $17.3M and leaving 343,642 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2091.
Millennium Management first reported a position in HRB in Q2 2013 and has held it in 48 quarters since. The position peaked at $89.5M in Q3 2015. 481 funds tracked by Wall St. Rank hold HRB as of Q1 2026.
- Millennium Management held 343,642 shares of H&R Block worth $10.9M as of Q1 2026.
- Millennium Management sold 495,626 H&R Block shares in Q1 2026, an estimated $17.3M.
- H&R Block made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #2091 holding.
- Millennium Management first reported a position in H&R Block in Q2 2013 and has held it in 48 quarters since.
- Millennium Management's H&R Block position peaked at $89.5M in Q3 2015.
- 481 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.
Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.