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 |
|---|---|---|---|---|---|
| Brouwer & Janachowski, LLC | 851 | $207.0K | 0.04% | +851 | New |
| Conservest Capital Advisors, Inc. | 850 | $207.0K | 0.02% | +850 | New |
| Meeder Asset Management Inc | 855 | $208.0K | 0.01% | +226+35.9% | Added |
| Stephens Investment Management Group LLC | 856 | $209.0K | 0.00% | −17,879−95.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 860 | $210.0K | 0.05% | +860 | New |
| Biltmore Capital Advisors LLC | 860 | $210.0K | 0.04% | +860 | New |
| Pensionmark Financial Group, LLC | 861 | $210.0K | 0.05% | +861 | New |
| Buckingham Strategic Wealth, LLC | 867 | $211.0K | 0.01% | −191−18.1% | Reduced |
| JGP Wealth Management, LLC | 866 | $211.0K | 0.05% | +866 | New |
| Main Street Financial Solutions, LLC | 879 | $214.0K | 0.03% | +879 | New |
| Wesbanco Bank Inc | 885 | $216.0K | 0.01% | +885 | New |
| Community Bank & Trust, Waco, Texas | 890 | $217.0K | 0.07% | +890 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 893 | $218.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 894 | $218.0K | 0.02% | +894 | New |
| Quantitative Systematic Strategies LLC | 897 | $219.0K | 0.08% | −1,124−55.6% | Reduced |
| Johnson Investment Counsel Inc | 899 | $219.0K | 0.00% | −52−5.5% | Reduced |
| Capital Advisors, Ltd. LLC | 900 | $219.0K | 0.04% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 900 | $219.4K | 0.14% | 00.0% | Unchanged |
| Manchester Financial Inc | 910 | $222.0K | 0.09% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 917 | $223.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 913 | $223.0K | 0.13% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 923 | $225.0K | 0.02% | −60−6.1% | Reduced |
| Merit Financial Group, LLC | 926 | $226.0K | 0.02% | +926 | New |
| Redwood Investments, LLC | 931 | $227.0K | 0.02% | −1,267−57.6% | Reduced |
| Grassi Investment Management | 931 | $227.0K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 932 | $227.0K | 0.16% | +21+2.3% | Added |
| Summit X, LLC | 921 | $228.0K | 0.06% | +921 | New |
| Montag A & Associates Inc | 938 | $229.0K | 0.01% | +100+11.9% | Added |
| Collective Family Office LLC | 949 | $231.0K | 0.10% | +1+0.1% | Added |
| Evolution Wealth Advisors, LLC | 951 | $232.0K | 0.05% | +707+289.8% | Added |
| Glassman Wealth Services | 954 | $233.0K | 0.05% | +1+0.1% | Added |
| ICONIQ Capital, LLC | 960 | $234.0K | 0.00% | 00.0% | Unchanged |
| GenTrust, LLC | 960 | $234.0K | 0.02% | +960 | New |
| Franklin Street Advisors Inc | 967 | $236.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 970 | $236.0K | 0.04% | +10+1.0% | Added |
| Summit Trail Advisors, LLC | 971 | $237.0K | 0.02% | +971 | New |
| Altus Wealth Management, LLC | 980 | $239.0K | 0.15% | +40+4.3% | Added |
| Fieldpoint Private Securities, LLC | 889 | $243.0K | 0.05% | −2,889−76.5% | Reduced |
| Mackay Shields LLC | 1,000 | $244.0K | 0.00% | −1,893−65.4% | Reduced |
| Wellington Shields Capital Management, LLC | 1,000 | $244.0K | 0.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,000 | $244.0K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,000 | $244.0K | 0.06% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,000 | $244.0K | 0.08% | +1,000 | New |
| Sofos Investments, Inc. | 0 | $244.0K | 0.11% | 0 | New |
| TSFG, LLC | 1,008 | $246.0K | 0.10% | +710+238.3% | Added |
| HBW Advisory Services LLC | 1,013 | $247.0K | 0.07% | −95−8.6% | Reduced |
| Boston Private Wealth LLC | 1,013 | $247.0K | 0.00% | +1,013 | New |
| YorkBridge Wealth Partners, LLC | 1,018 | $248.0K | 0.06% | −650−39.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,005 | $248.0K | 0.07% | −1−0.1% | Reduced |
| Bell Bank | 1,017 | $248.0K | 0.03% | +17+1.7% | Added |
| Marino, Stram & Associates LLC | 1,018 | $248.0K | 0.06% | +1,018 | New |
| Heritage Wealth Management, LLC | 1,023 | $249.0K | 0.09% | −1,588−60.8% | Reduced |
| Washington Trust Co | 1,021 | $249.0K | 0.01% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,022 | $249.0K | 0.06% | +1,022 | New |
| Atticus Wealth Management, LLC | 1,026 | $250.0K | 0.11% | −24−2.3% | Reduced |
| SkyOak Wealth, LLC | 1,028 | $251.0K | 0.07% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 1,035 | $252.0K | 0.03% | −400−27.9% | Reduced |
| CPWM, LLC | 1,034 | $252.0K | 0.02% | −316−23.4% | Reduced |
| Financial Management Network Inc | 1,047 | $252.0K | 0.13% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,035 | $252.0K | 0.03% | +19+1.9% | Added |
| State of Wyoming | 1,032 | $252.0K | 0.16% | +358+53.1% | Added |
| Ingalls & Snyder LLC | 1,032 | $252.0K | 0.01% | +1,032 | New |
| Cipher Capital LP | 1,038 | $253.0K | 0.14% | +1,038 | New |
| Essex Financial Services, Inc. | 1,118 | $254.0K | 0.04% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,040 | $254.0K | 0.08% | +1,040 | New |
| Mission Wealth Management, LP | 1,048 | $255.0K | 0.01% | −110−9.5% | Reduced |
| Crestwood Advisors Group LLC | 1,044 | $255.0K | 0.01% | +72+7.4% | Added |
| TownSquare Capital, LLC | 1,037 | $256.0K | 0.01% | +1,037 | New |
| Centerpoint Advisors, LLC | 1,060 | $258.0K | 0.12% | +25+2.4% | Added |
| Accurate Wealth Management, LLC | 1,062 | $259.0K | 0.23% | +1,062 | New |
| Harbor Financial Services, LLC | 1,065 | $260.0K | 0.11% | −1,001−48.5% | Reduced |
| Evercore Wealth Management, LLC | 1,066 | $260.0K | 0.00% | −16−1.5% | Reduced |
| Waldron Private Wealth LLC | 1,070 | $260.0K | 0.02% | +17+1.6% | Added |
| Oxler Private Wealth LLC | 1,075 | $262.0K | 0.11% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,158 | $263.0K | 0.12% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,080 | $263.0K | 0.08% | +7+0.7% | Added |
| Karp Capital Management Corp | 1,090 | $266.0K | 0.04% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,094 | $267.0K | 0.00% | +139+14.6% | Added |
| Mid Atlantic Financial Management Inc | 1,098 | $268.0K | 0.02% | −389−26.2% | Reduced |
| Yorktown Management & Research Co Inc | 1,100 | $268.0K | 0.21% | 00.0% | Unchanged |
| Plancorp, LLC | 1,100 | $268.0K | 0.02% | +11+1.0% | Added |
| Waters Parkerson & Co., LLC | 1,100 | $268.0K | 0.02% | +1,100 | New |
| Horizon Kinetics Asset Management LLC | 1,105 | $269.0K | 0.01% | +2+0.2% | Added |
| Ropes Wealth Advisors LLC | 1,104 | $269.0K | 0.04% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,105 | $269.0K | 0.15% | +52+4.9% | Added |
| Platform Technology Partners | 1,111 | $271.0K | 0.11% | +1,111 | New |
| Navalign, LLC | 1,119 | $273.0K | 0.12% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,000 | $273.0K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 1,122 | $274.0K | 0.24% | −179−13.8% | Reduced |
| Chicago Trust Co NA | 1,125 | $274.0K | 0.06% | +1,125 | New |
| SFMG, LLC | 1,129 | $275.0K | 0.03% | +39+3.6% | Added |
| HHM Wealth Advisors, LLC | 1,128 | $275.0K | 0.07% | +88+8.5% | Added |
| Verity Asset Management, Inc. | 1,128 | $275.0K | 0.15% | +197+21.2% | Added |
| Miracle Mile Advisors, LLC | 1,128 | $275.0K | 0.01% | +1,128 | New |
| Ironwood Investment Counsel, LLC | 1,133 | $276.0K | 0.07% | −30−2.6% | Reduced |
| TCG Advisory Services, LLC | 1,146 | $279.0K | 0.08% | +137+13.6% | Added |
| Creative Financial Designs Inc | 1,148 | $280.0K | 0.05% | −15−1.3% | Reduced |
| Sierra Capital LLC | 1,150 | $280.0K | 0.05% | 00.0% | Unchanged |
| David J Yvars Group | 1,150 | $280.0K | 0.16% | +1,150 | New |
| Quadrant Private Wealth Management, LLC | 1,152 | $281.0K | 0.11% | +51+4.6% | Added |