Millennium Management’s H&R Block HRB Stock Holding History

Millennium Management’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-40,700	Closed	-$2M	–	6165
2024 Q1	$2M	Buy	+40,700	New	+$1.93M	﹤0.01%	3740
2023 Q4	–	Sell	-110,000	Closed	-$4.74M	–	6263
2023 Q3	$4.74M	Buy	+110,000	New	+$4.06M	﹤0.01%	2735
2015 Q4	–	Sell	-1,420,000	Closed	-$51.4M	–	3564
2015 Q3	$51.4M	Buy	+1,420,000	New	+$48.1M	0.1%	235
2015 Q2	–	Sell	-2,100	Closed	-$67K	–	3542
2015 Q1	$67K	Buy	+2,100	New	+$70.3K	﹤0.01%	3443
2014 Q3	–	Sell	-258,400	Closed	-$8.66M	–	3816
2014 Q2	$8.66M	Sell	258,400 -198,400	-43%	-$5.91M	0.02%	903
2014 Q1	$13.8M	Buy	+456,800	New	+$13.7M	0.04%	625

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.