Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,339,441
-$80,694,532 QoQ
Shares Held
534,124
-83.2% QoQ
Ownership
0.433%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
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 Jun 30, 2026CallValue
$5,826,240
CallShares
153,000
PutValue
$1,153,824
PutShares
30,300
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, 2026CITADEL ADVISORS LLC holds $144,756,871 across 10 Personal Services names. HRB ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
1,893,415 | $79,031,142 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
291,904 | $20,690,155 | |
| 3 | HRB |
H&R Block Inc
This page
|
534,124 | $20,339,441 | |
| 4 | ANDG |
Andersen Group Inc.
|
394,866 | $14,894,345 | |
| 5 | FTDR |
Frontdoor, Inc.
|
56,934 | $4,417,508 | |
| 6 | SCI |
Service Corp International
|
35,985 | $2,733,419 | |
| 7 | CSV |
Carriage Services Inc
|
43,964 | $1,685,579 | |
| 8 | MED |
Medifast Inc
|
56,350 | $597,873 |
All Filings in HRB
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,824 | 30,300 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $5,826,240 | 153,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $20,339,441 | 534,124 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $101,033,973 | 3,183,175 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,513,998 | 47,700 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $1,793,310 | 56,500 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $3,041,884 | 69,800 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $69,682,153 | 1,598,948 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $1,995,964 | 45,800 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $70,604,772 | 1,396,179 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,214,966 | 43,800 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $1,719,380 | 34,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $4,017,948 | 73,200 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $6,487,998 | 118,200 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $100,691,148 | 1,834,417 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,789,428 | 50,800 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $35,081,449 | 638,890 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $6,407,997 | 116,700 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $5,162,468 | 97,700 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $26,770,909 | 506,641 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $7,334,192 | 138,800 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $12,779,905 | 201,100 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $7,708,615 | 121,300 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $14,610,081 | 229,899 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,937,104 | 164,800 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $43,723,967 | 806,269 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $9,186,562 | 169,400 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $74,010,586 | 1,507,037 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $10,804,200 | 220,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $14,782,110 | 301,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $37,615,704 | 777,666 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $12,740,658 | 263,400 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $7,685,993 | 158,900 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $9,774,620 | 227,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $87,843,045 | 2,040,015 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $11,342,004 | 263,400 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $6,071,235 | 190,500 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $61,460,337 | 1,928,470 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $10,131,473 | 317,900 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $13,497,225 | 382,900 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $20,987,850 | 595,400 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $29,465,192 | 835,892 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $702,306 | 19,236 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $13,023,117 | 356,700 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $12,928,191 | 354,100 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $19,559,892 | 459,800 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $19,857,672 | 466,800 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $9,879,004 | 279,700 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $24,682,463 | 698,824 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $11,503,724 | 325,700 | Put | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||