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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 1,152 | $281.0K | 0.01% | +1,152 | New |
| Arvest Bank Trust Division | 1,151 | $281.0K | 0.02% | +1,151 | New |
| Rehmann Capital Advisory Group | 1,137 | $282.3K | 0.03% | −49−4.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,164 | $284.0K | 0.05% | −776−40.0% | Reduced |
| Great Lakes Advisors, LLC | 1,166 | $284.0K | 0.00% | −64−5.2% | Reduced |
| Stokes Family Office, LLC | 1,166 | $284.0K | 0.04% | +118+11.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,164 | $284.0K | 0.00% | +1,164 | New |
| Tuttle Tactical Management | 1,173 | $286.0K | 0.13% | −93−7.3% | Reduced |
| Anchor Investment Management, LLC | 1,189 | $289.9K | 0.04% | +17+1.5% | Added |
| Avidian Wealth Solutions, LLC | 1,190 | $290.0K | 0.02% | +190+19.0% | Added |
| O'Dell Group, LLC | 1,193 | $291.0K | 0.09% | −20−1.6% | Reduced |
| Colony Group LLC | 1,198 | $292.0K | 0.01% | −260−17.8% | Reduced |
| Boston Trust Walden Corp | 1,200 | $293.0K | 0.00% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 1,205 | $294.0K | 0.20% | +1,205 | New |
| Caas Capital Management LP | 1,208 | $295.0K | 0.02% | +1,208 | New |
| Regions Financial Corp | 1,213 | $296.0K | 0.00% | +50+4.3% | Added |
| Girard Partners Ltd. | 1,221 | $297.0K | 0.04% | −200−14.1% | Reduced |
| Jacobi Capital Management LLC | 1,223 | $298.0K | 0.04% | −197−13.9% | Reduced |
| Krilogy Financial LLC | 1,222 | $298.0K | 0.03% | +165+15.6% | Added |
| Concord Wealth Partners | 1,225 | $299.0K | 0.09% | +102+9.1% | Added |
| Transcend Wealth Collective, LLC | 1,239 | $302.0K | 0.04% | −341−21.6% | Reduced |
| IFG Advisory, LLC | 1,250 | $304.0K | 0.03% | +45+3.7% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,250 | $305.0K | 0.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,258 | $306.0K | 0.16% | +91+7.8% | Added |
| BSW Wealth Partners | 1,256 | $306.0K | 0.08% | +197+18.6% | Added |
| Rollins Financial | 1,259 | $307.0K | 0.11% | +1,259 | New |
| Good Life Advisors, LLC | 1,263 | $308.0K | 0.06% | +195+18.3% | Added |
| American National Bank | 1,262 | $308.0K | 0.07% | +262+26.2% | Added |
| Lindbrook Capital, LLC | 1,267 | $309.0K | 0.07% | −112−8.1% | Reduced |
| Clear Creek Financial Management, LLC | 1,287 | $314.0K | 0.05% | +1,287 | New |
| Summit Financial Wealth Advisors, LLC | 1,300 | $317.0K | 0.07% | +1,300 | New |
| Nwam LLC | 1,304 | $318.0K | 0.03% | +193+17.4% | Added |
| PFG Advisors | 1,307 | $319.0K | 0.04% | +218+20.0% | Added |
| Huntington National Bank | 1,313 | $320.0K | 0.00% | +23+1.8% | Added |
| Kings Point Capital Management | 1,321 | $322.0K | 0.03% | +7+0.5% | Added |
| Papp L Roy & Associates | 1,320 | $322.0K | 0.04% | +1,320 | New |
| Capital Investment Advisors, LLC | 1,330 | $324.0K | 0.01% | +118+9.7% | Added |
| Emerald Advisers, LLC | 1,330 | $324.0K | 0.01% | +1,330 | New |
| Nkcfo LLC | 1,330 | $324.0K | 0.11% | +1,330 | New |
| AMG National Trust Bank | 1,334 | $325.0K | 0.01% | −200−13.0% | Reduced |
| Garde Capital, Inc. | 1,340 | $327.0K | 0.03% | 00.0% | Unchanged |
| Headinvest, LLC | 1,348 | $328.0K | 0.06% | −5−0.4% | Reduced |
| Hall Private Wealth Advisors | 1,347 | $328.0K | 0.21% | +1,347 | New |
| 4J Wealth Management LLC | 1,353 | $330.0K | 0.29% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 1,355 | $330.0K | 0.14% | +65+5.0% | Added |
| Keel Point, LLC | 1,356 | $331.0K | 0.04% | +21+1.6% | Added |
| Rice Partnership, LLC | 1,360 | $332.0K | 0.10% | +50+3.8% | Added |
| Bordeaux Wealth Advisors LLC | 1,369 | $334.0K | 0.19% | +388+39.6% | Added |
| Quadrant Capital Group LLC | 1,377 | $336.0K | 0.05% | +187+15.7% | Added |
| IVC Wealth Advisors LLC | 1,384 | $337.0K | 0.24% | +245+21.5% | Added |
| Ballentine Partners, LLC | 1,384 | $338.0K | 0.01% | −97−6.5% | Reduced |
| Wealth Management Partners, LLC | 1,395 | $340.0K | 0.24% | +190+15.8% | Added |
| Arlington Financial Advisors, LLC | 1,400 | $341.0K | 0.13% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,415 | $345.0K | 0.07% | −72−4.8% | Reduced |
| Vista Wealth Management Group, LLC | 1,416 | $345.0K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,417 | $345.0K | 0.02% | +8+0.6% | Added |
| 9258 Wealth Management, LLC | 1,417 | $345.0K | 0.09% | +10+0.7% | Added |
| Pacitti Group Inc. | – | $346.0K | 0.21% | – | – |
| First Horizon Advisors, Inc. | 1,437 | $350.0K | 0.02% | +2+0.1% | Added |
| Resolute Partners Group | 1,446 | $353.0K | 0.05% | 00.0% | Unchanged |
| Monument Capital Management | 1,446 | $353.0K | 0.12% | +219+17.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,450 | $354.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,450 | $354.0K | 0.10% | +1,450 | New |
| Donaldson Capital Management, LLC | 1,466 | $357.0K | 0.02% | +70+5.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,470 | $358.0K | 0.16% | 00.0% | Unchanged |
| Vicus Capital | 1,471 | $359.0K | 0.06% | +45+3.2% | Added |
| Advisory Research Inc | 1,475 | $360.0K | 0.02% | +1,475 | New |
| Morris Retirement Advisors, LLC | 1,483 | $362.0K | 0.31% | +48+3.3% | Added |
| Draper Asset Management, LLC | 1,486 | $362.0K | 0.36% | +1,486 | New |
| Executive Wealth Group LLC | 1,500 | $365.7K | 0.22% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,500 | $366.0K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 1,500 | $366.0K | 0.14% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,500 | $366.0K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,506 | $367.0K | 0.06% | +7+0.5% | Added |
| Sequoia Financial Advisors, LLC | 1,521 | $371.0K | 0.01% | +328+27.5% | Added |
| Advisory Resource Group | 1,523 | $371.0K | 0.15% | +361+31.1% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 1,494 | $372.0K | 0.05% | +209+16.3% | Added |
| Indie Asset Partners, LLC | 1,530 | $373.0K | 0.30% | +105+7.4% | Added |
| Zions Bancorporation, N.A. | 1,528 | $373.0K | 0.04% | +158+11.5% | Added |
| Comerica Securities,inc. | 1,536 | $374.0K | 0.03% | −1,000−39.4% | Reduced |
| EP Wealth Advisors, LLC | 1,543 | $376.0K | 0.01% | −618−28.6% | Reduced |
| Beaton Management Co. Inc. | 1,550 | $378.0K | 0.24% | 00.0% | Unchanged |
| SFE Investment Counsel | 1,562 | $381.0K | 0.10% | −50−3.1% | Reduced |
| Tradition Wealth Management, LLC | 1,561 | $381.0K | 0.06% | +93+6.3% | Added |
| Visionary Wealth Advisors | 1,567 | $382.0K | 0.04% | +248+18.8% | Added |
| Encompass Wealth Advisors, LLC | 1,579 | $384.0K | 0.09% | +1,579 | New |
| Blue Zone Wealth Advisors, LLC | 1,585 | $386.0K | 0.14% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,602 | $391.0K | 0.06% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,609 | $392.0K | 0.06% | +165+11.4% | Added |
| Pictet North America Advisors SA | 1,611 | $393.0K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,615 | $394.0K | 0.03% | +90+5.9% | Added |
| Simplify Asset Management Inc. | 1,624 | $395.0K | 0.09% | −470−22.4% | Reduced |
| 20/20 Capital Management, Inc. | 1,628 | $397.0K | 0.10% | +96+6.3% | Added |
| Telemus Capital, LLC | 1,628 | $397.0K | 0.03% | +255+18.6% | Added |
| AIA Group Ltd | 1,706 | $399.0K | 0.03% | +428+33.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,685 | $400.0K | 0.17% | +1,685 | New |
| Claro Advisors LLC | 1,648 | $402.0K | 0.18% | +31+1.9% | Added |
| Zuckerman Investment Group, LLC | 1,655 | $403.0K | 0.06% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,654 | $403.0K | 0.08% | +179+12.1% | Added |
| Synergy Financial Management, LLC | 1,663 | $405.0K | 0.11% | −37,139−95.7% | Reduced |