Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,406,160
-$8,501,037 QoQ
Shares Held
63,187
-81.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Derivatives in HRB
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$5,491,000
PutShares
100,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $67,720,657 across 8 Personal Services names. HRB ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
908,901 | $37,937,527 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
184,789 | $13,097,844 | |
| 3 | FTDR |
Frontdoor, Inc.
|
109,905 | $8,527,528 | |
| 4 | ANDG |
Andersen Group Inc.
|
97,047 | $3,660,612 | |
| 5 | HRB |
H&R Block Inc
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|
63,187 | $2,406,160 | |
| 6 | CSV |
Carriage Services Inc
|
35,666 | $1,367,434 | |
| 7 | MED |
Medifast Inc
|
47,906 | $508,282 | |
| 8 | SCI |
Service Corp International
|
2,834 | $215,270 |
All Filings in HRB
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,406,160 | 63,187 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,907,197 | 343,642 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,575,299 | 839,268 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,530,111 | 228,003 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,819,420 | 342,857 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $56,446,326 | 1,027,979 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $5,491,000 | 100,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $6,930,018 | 131,151 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,462,228 | 290,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,817,033 | 88,826 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,998,777 | 40,700 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $1,974,222 | 40,200 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $932,058 | 18,979 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,013,354 | 62,298 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,736,600 | 110,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $2,801,612 | 65,063 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,697,255 | 1,214,222 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,582,655 | 186,742 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,296,031 | 35,498 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,569,039 | 130,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,136,002 | 570,102 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $221,600 | 8,510 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $661,070 | 28,059 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,944,025 | 77,761 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,129,304 | 686,938 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,391,252 | 889,507 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $23,607,752 | 1,488,509 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,977,529 | 244,170 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,535,756 | 317,630 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,168,075 | 580,119 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||