Block, Inc.
XYZ- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001512673
In the last 90 days, Block, Inc. insiders filed 0 open-market purchases and 27 sales; 1,085 institutions reported holding it in 13F filings for Q2 2026, worth $33.6B in total; 3 superinvestors hold it, including Tiger Global Management and ARK Invest.
Other share classesBSQKZ
13F holders, Q2 2021
Institutional positions in Block, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,356
- +66 vs. Q1 2021
- Shares held
- 294.7M
- +3.37M (+1.2%) vs. Q1 2021
- Total value
- $71.9B
- +$5.84B (+8.8%) vs. Q1 2021
- New holders
- 168
- 607 more added
- Sold out
- 102
- 383 more reduced
11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XYZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,085 | $33.6B |
| Q1 2026 | 994 | $25.8B |
| Q4 2025 | 1,031 | $28.3B |
| Q3 2025 | 1,034 | $31.5B |
| Q2 2025 | 990 | $28.1B |
| Q1 2025 | 1,014 | $21.8B |
| Q4 2024 | 1,140 | $33.9B |
| Q3 2024 | 990 | $25.8B |
| Q2 2024 | 1,002 | $24.9B |
| Q1 2024 | 1,071 | $32.5B |
| Q4 2023 | 1,032 | $29.7B |
| Q3 2023 | 889 | $16.5B |
| Q2 2023 | 970 | $25.4B |
| Q1 2023 | 997 | $27.2B |
| Q4 2022 | 1,008 | $24.2B |
| Q3 2022 | 973 | $20.1B |
| Q2 2022 | 1,031 | $22.8B |
| Q1 2022 | 1,251 | $50.0B |
| Q4 2021 | 1,368 | $51.6B |
| Q3 2021 | 1,384 | $74.8B |
| Q2 2021 | 1,356 | $71.9B |
| Q1 2021 | 1,301 | $66.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 153 | $37.0K | 0.01% | +20+15.0% | Added |
| Castleview Partners, LLC | 150 | $37.0K | 0.02% | +150 | New |
| PNC Managed Account Solutions, Inc. | 152 | $37.0K | 0.01% | +152 | New |
| Pflug Koory, LLC | 157 | $38.0K | 0.02% | 00.0% | Unchanged |
| Beck Bode, LLC | 155 | $38.0K | 0.01% | +155 | New |
| Firestone Capital Management | 159 | $39.0K | 0.01% | −787−83.2% | Reduced |
| Eagle Bay Advisors LLC | 158 | $39.0K | 0.03% | +158 | New |
| Sargent Bickham Lagudis LLC | 163 | $40.0K | 0.00% | +95+139.7% | Added |
| Key Financial Inc | 168 | $42.0K | 0.02% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 173 | $42.0K | 0.04% | +18+11.6% | Added |
| Brewin Dolphin Wealth Management Ltd | 175 | $42.7K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 178 | $43.0K | 0.01% | +29+19.5% | Added |
| Baron Financial Group, LLC | 180 | $43.9K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 179 | $44.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 180 | $44.0K | 0.01% | +150+500.0% | Added |
| Earnest Partners LLC | 186 | $45.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 185 | $45.0K | 0.00% | +56+43.4% | Added |
| Avion Wealth | 190 | $46.0K | 0.01% | +165+660.0% | Added |
| Simon Quick Advisors, LLC | 200 | $48.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 200 | $48.4K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $48.8K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $49.0K | 0.00% | −225−52.9% | Reduced |
| PrairieView Partners, LLC | 202 | $49.0K | 0.01% | −50−19.8% | Reduced |
| Country Trust Bank | 200 | $49.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 204 | $49.0K | 0.01% | +14+7.4% | Added |
| Isthmus Partners, LLC | 200 | $49.0K | 0.01% | +200 | New |
| Wagner Wealth Management, LLC | 204 | $50.0K | 0.04% | +71+53.4% | Added |
| Reilly Financial Advisors, LLC | 204 | $50.0K | 0.00% | +107+110.3% | Added |
| Valley National Advisers Inc | 210 | $51.0K | 0.01% | +19+9.9% | Added |
| Loomis Sayles & Co L P | 218 | $53.0K | 0.00% | +76+53.5% | Added |
| Sound Income Strategies, LLC | 218 | $53.0K | 0.01% | +147+207.0% | Added |
| Duncker Streett & Co Inc | 220 | $54.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 220 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 221 | $54.0K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 225 | $55.0K | 0.00% | −20−8.2% | Reduced |
| Albion Financial Group | 226 | $55.0K | 0.00% | +226 | New |
| RE Advisers Corp | 235 | $57.0K | 0.00% | +235 | New |
| Kessler Investment Group, LLC | 232 | $57.0K | 0.05% | +232 | New |
| JFS Wealth Advisors, LLC | 250 | $61.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 250 | $61.0K | 0.01% | +200+400.0% | Added |
| Resources Management Corp | 260 | $63.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 258 | $63.0K | 0.05% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 263 | $64.0K | 0.03% | −34−11.4% | Reduced |
| FinTrust Capital Advisors, LLC | 296 | $72.0K | 0.02% | −200−40.3% | Reduced |
| North Star Investment Management Corp. | 303 | $74.0K | 0.01% | +175+136.7% | Added |
| Sutton Wealth Advisors Inc. | 307 | $74.8K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 312 | $76.0K | 0.05% | −116−27.1% | Reduced |
| Parisi Gray Wealth Management | 326 | $79.0K | 0.03% | +326 | New |
| Evermay Wealth Management LLC | 337 | $82.0K | 0.02% | +337 | New |
| Jackson, Grant Investment Advisers, Inc. | 340 | $83.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 345 | $84.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 350 | $85.0K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 349 | $85.0K | 0.03% | +93+36.3% | Added |
| Sandy Spring Bank | 353 | $86.0K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 351 | $86.0K | 0.06% | +351 | New |
| Endurance Wealth Management, Inc. | 360 | $87.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 355 | $87.0K | 0.03% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 361 | $88.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 363 | $88.0K | 0.03% | +19+5.5% | Added |
| Larson Financial Group LLC | 366 | $89.0K | 0.02% | +10+2.8% | Added |
| Carolinas Wealth Consulting LLC | 376 | $92.0K | 0.02% | +20+5.6% | Added |
| Private Ocean, LLC | 380 | $93.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 382 | $93.0K | 0.01% | +11+3.0% | Added |
| Investment Research & Advisory Group, Inc. | 400 | $98.0K | 0.07% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 405 | $99.0K | 0.05% | +80+24.6% | Added |
| Wealth Quarterback LLC | 409 | $100.0K | 0.06% | +409 | New |
| Walled Lake Planning & Wealth Management, LLC | 425 | $104.0K | 0.07% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 435 | $106.0K | 0.06% | +235+117.5% | Added |
| SOA Wealth Advisors, LLC. | 438 | $106.0K | 0.03% | +261+147.5% | Added |
| Hall Laurie J Trustee | 440 | $107.0K | 0.04% | 00.0% | Unchanged |
| AGF Investments LLC | 449 | $109.0K | 0.01% | −377−45.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 461 | $112.0K | 0.01% | +21+4.8% | Added |
| KB Financial Partners, LLC | 470 | $115.0K | 0.04% | −61−11.5% | Reduced |
| Optimum Investment Advisors | 475 | $116.0K | 0.04% | −268−36.1% | Reduced |
| D'Orazio & Associates, Inc. | 500 | $122.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 518 | $126.0K | 0.01% | −1−0.2% | Reduced |
| Baldwin Brothers Inc | 523 | $128.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 528 | $129.0K | 0.00% | +528 | New |
| Allworth Financial LP | 588 | $143.0K | 0.00% | −40−6.4% | Reduced |
| BDO Wealth Advisors, LLC | 600 | $146.0K | 0.02% | +350+140.0% | Added |
| Seeyond | 608 | $148.0K | 0.01% | −1,433−70.2% | Reduced |
| Hoover Financial Advisors, Inc. | 625 | $152.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 627 | $153.0K | 0.01% | +134+27.2% | Added |
| HM Payson & Co | 700 | $171.0K | 0.00% | −174−19.9% | Reduced |
| Atwood & Palmer Inc | 700 | $171.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 700 | $171.0K | 0.21% | +500+250.0% | Added |
| Institutional & Family Asset Management, LLC | 781 | $190.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 790 | $193.0K | 0.01% | +17+2.2% | Added |
| EMC Capital Management | 700 | $193.0K | 0.11% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 790 | $193.0K | 0.00% | +255+47.7% | Added |
| Enterprise Financial Services Corp | 796 | $195.0K | 0.03% | −1,599−66.8% | Reduced |
| Twin Lakes Capital Management, LLC | 798 | $195.0K | 0.11% | 00.0% | Unchanged |
| Emfo, LLC | 800 | $195.0K | 0.17% | +800 | New |
| Cary Street Partner Investment Advisory LLC | 812 | $198.0K | 0.06% | +812 | New |
| Amussen Hunsaker Associates LLC | 823 | $201.0K | 0.06% | +823 | New |
| Circle Wealth Management, LLC | 832 | $203.0K | 0.03% | +832 | New |
| Formidable Asset Management, LLC | 831 | $203.0K | 0.04% | +831 | New |
| EWG Elevate Inc. | 845 | $204.0K | 0.08% | +845 | New |
| Wedgewood Investors Inc | 845 | $206.0K | 0.26% | −150−15.1% | Reduced |
| Little House Capital LLC | 847 | $206.0K | 0.11% | +847 | New |