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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 1,666 | $406.0K | 0.08% | +41+2.5% | Added |
| Advisors Capital Management, LLC | 1,666 | $406.0K | 0.01% | +270+19.3% | Added |
| Bessemer Group Inc | 1,676 | $409.0K | 0.00% | −434,015−99.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,678 | $409.0K | 0.13% | +308+22.5% | Added |
| Capital Asset Advisory Services LLC | 1,687 | $411.0K | 0.05% | +62+3.8% | Added |
| Clark Capital Management Group, Inc. | 1,699 | $414.0K | 0.01% | +6+0.4% | Added |
| Chicago Partners Investment Group LLC | 1,581 | $414.0K | 0.03% | +95+6.4% | Added |
| PEAK6 Investments LLC | 1,697 | $414.0K | 0.01% | +1,697 | New |
| Koshinski Asset Management, Inc. | 1,702 | $415.0K | 0.05% | −1,093−39.1% | Reduced |
| Teza Capital Management LLC | 1,701 | $415.0K | 0.07% | −966−36.2% | Reduced |
| Castle Rock Wealth Management, LLC | 1,518 | $415.0K | 0.15% | +24+1.6% | Added |
| Aurora Private Wealth, Inc. | 1,711 | $417.0K | 0.17% | +290+20.4% | Added |
| Elite Wealth Management, Inc. | 1,715 | $418.0K | 0.18% | +84+5.2% | Added |
| Novare Capital Management LLC | 1,715 | $418.0K | 0.05% | +1,715 | New |
| Cim Investment Mangement Inc | 1,724 | $420.0K | 0.13% | +1,724 | New |
| Advisor Resource Council | 1,723 | $420.0K | 0.04% | +1,723 | New |
| Regentatlantic Capital LLC | 1,728 | $421.0K | 0.01% | +638+58.5% | Added |
| Cooper Financial Group | 1,730 | $422.0K | 0.09% | +72+4.3% | Added |
| PAX Financial Group, LLC | 1,750 | $427.0K | 0.11% | +251+16.7% | Added |
| Chatham Capital Group, Inc. | 1,752 | $427.0K | 0.08% | +752+75.2% | Added |
| Sicart Associates LLC | 1,760 | $429.0K | 0.10% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,779 | $433.7K | 0.21% | −400,327−99.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,784 | $435.0K | 0.02% | +98+5.8% | Added |
| Hudock, Inc. | 1,789 | $436.0K | 0.13% | +225+14.4% | Added |
| First Heartland Consultants, Inc. | 1,792 | $437.0K | 0.07% | +263+17.2% | Added |
| Oarsman Capital, Inc. | 1,798 | $438.0K | 0.17% | −36−2.0% | Reduced |
| Pacific Global Investment Management CO | 1,798 | $438.0K | 0.09% | −9−0.5% | Reduced |
| Sterling Manor Financial, LLC | 1,832 | $447.0K | 0.36% | −268−12.8% | Reduced |
| TRUE Private Wealth Advisors | 1,836 | $447.0K | 0.07% | −85−4.4% | Reduced |
| Apriem Advisors | 1,833 | $447.0K | 0.07% | +709+63.1% | Added |
| Hayden Royal, LLC | 1,838 | $448.0K | 0.25% | −104−5.4% | Reduced |
| Formuepleje A/S | 1,842 | $449.1K | 0.02% | −718−28.0% | Reduced |
| Acropolis Investment Management, LLC | 1,859 | $453.0K | 0.04% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,861 | $454.0K | 0.09% | +586+46.0% | Added |
| BTC Capital Management, Inc. | 1,860 | $454.0K | 0.05% | +1,860 | New |
| Capital CS Group, LLC | 1,865 | $455.0K | 0.37% | −1,158−38.3% | Reduced |
| Greenleaf Trust | 1,867 | $455.0K | 0.01% | +82+4.6% | Added |
| Magnus Financial Group LLC | 1,866 | $455.0K | 0.10% | +339+22.2% | Added |
| Dowling & Yahnke LLC | 1,875 | $457.0K | 0.03% | +605+47.6% | Added |
| Enlightenment Research, LLC | 1,901 | $463.0K | 0.59% | +1,901 | New |
| Wharton Business Group, LLC | 1,923 | $469.0K | 0.04% | −275−12.5% | Reduced |
| Sandbox Financial Partners, LLC | 1,925 | $469.0K | 0.35% | +214+12.5% | Added |
| Private Capital Group, LLC | 1,926 | $470.0K | 0.11% | +72+3.9% | Added |
| Ellevest, Inc. | 1,931 | $471.0K | 0.05% | +367+23.5% | Added |
| SC US (TTGP), Ltd. | 1,939 | $473.0K | 0.00% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 1,939 | $473.0K | 0.06% | +176+10.0% | Added |
| Cookson Peirce & Co Inc | 1,970 | $480.0K | 0.03% | −14,948−88.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 1,969 | $480.0K | 0.35% | +1,969 | New |
| Benedetti & Gucer, Inc. | 1,974 | $481.0K | 0.43% | −60−2.9% | Reduced |
| CNB Bank | 1,972 | $481.0K | 0.30% | +1,237+168.3% | Added |
| Greytown Advisors Inc. | 1,976 | $482.0K | 0.23% | +120+6.5% | Added |
| Paradigm Asset Management Co LLC | 2,000 | $487.6K | 0.12% | −200−9.1% | Reduced |
| SG3 Management, LLC | 2,000 | $488.0K | 0.21% | −5,000−71.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,000 | $488.0K | 0.07% | −100−4.8% | Reduced |
| Archetype Wealth Partners | 2,000 | $488.0K | 0.17% | −10−0.5% | Reduced |
| ACG Wealth | 2,001 | $488.0K | 0.06% | +255+14.6% | Added |
| Segall Bryant & Hamill, LLC | 2,020 | $492.0K | 0.00% | −1,202−37.3% | Reduced |
| Oder Investment Management, LLC | 2,019 | $492.0K | 0.64% | −38−1.8% | Reduced |
| Lake Street Financial LLC | 2,034 | $492.0K | 0.13% | +96+5.0% | Added |
| Founders Financial Securities LLC | 2,018 | $492.0K | 0.10% | +1,135+128.5% | Added |
| Kore Private Wealth LLC | 2,021 | $493.0K | 0.06% | −149−6.9% | Reduced |
| Clarius Group, LLC | 2,022 | $493.0K | 0.04% | +50+2.5% | Added |
| Arete Wealth Advisors, LLC | 3,338 | $495.0K | 0.07% | −367−9.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,040 | $497.0K | 0.06% | +1,040+104.0% | Added |
| Nations Financial Group Inc, | 2,046 | $499.0K | 0.08% | −250−10.9% | Reduced |
| Wealth Management Associates, Inc. | 2,054 | $500.8K | 0.28% | +309+17.7% | Added |
| Mayflower Financial Advisors, LLC | 2,065 | $503.0K | 0.07% | +120+6.2% | Added |
| Vivid Financial Management, Inc. | 2,079 | $507.0K | 0.21% | +66+3.3% | Added |
| Doyle Wealth Management | 2,090 | $510.0K | 0.04% | 00.0% | Unchanged |
| BBVA USA | 2,124 | $518.0K | 0.03% | +2,124 | New |
| Prio Wealth Limited Partnership | 2,130 | $519.0K | 0.02% | 00.0% | Unchanged |
| United Maritime Capital LLC | 2,150 | $524.0K | 0.40% | +150+7.5% | Added |
| Oak Grove Capital LLC | 2,160 | $527.0K | 0.12% | −100−4.4% | Reduced |
| Willow Creek Wealth Management Inc. | 2,164 | $528.0K | 0.13% | +6+0.3% | Added |
| Thoroughbred Financial Services, LLC | 2,190 | $534.0K | 0.13% | +363+19.9% | Added |
| Focused Wealth Management, Inc | 2,210 | $539.0K | 0.09% | +12+0.5% | Added |
| HITE Hedge Asset Management LLC | 2,227 | $543.0K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,335 | $546.0K | 0.11% | +2,335 | New |
| Dorchester Wealth Management Co | 2,250 | $549.0K | 0.13% | −30−1.3% | Reduced |
| Oxbow Advisors, LLC | 2,250 | $549.0K | 0.06% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,258 | $551.0K | 0.15% | +874+63.2% | Added |
| Mirador Capital Partners LP | 2,271 | $554.0K | 0.13% | +45+2.0% | Added |
| Accel Wealth Management | 2,275 | $555.0K | 0.37% | −6−0.3% | Reduced |
| Adell Harriman & Carpenter Inc | 2,280 | $555.9K | 0.06% | +121+5.6% | Added |
| Venture Visionary Partners LLC | 2,318 | $565.0K | 0.05% | −212−8.4% | Reduced |
| Trustcore Financial Services, LLC | 2,321 | $566.0K | 0.06% | −525−18.4% | Reduced |
| CRA Financial Services, LLC | 2,325 | $567.0K | 0.20% | +50+2.2% | Added |
| Global Retirement Partners, LLC | 2,336 | $570.0K | 0.06% | +129+5.8% | Added |
| Derbend Asset Management | 2,374 | $579.0K | 0.54% | +2,374 | New |
| Resource Management, LLC | 2,385 | $581.0K | 0.07% | −678−22.1% | Reduced |
| Epiq Partners, LLC | 2,400 | $585.0K | 0.29% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,431 | $586.0K | 0.08% | −410−14.4% | Reduced |
| Bard Financial Services, Inc. | 2,405 | $586.0K | 0.05% | +580+31.8% | Added |
| Wolff Wiese Magana LLC | 2,406 | $587.0K | 0.42% | +2,371+6,774.3% | Added |
| Laidlaw Wealth Management LLC | 2,408 | $587.0K | 0.15% | +2,408 | New |
| RFG Advisory, LLC | 2,412 | $588.0K | 0.05% | +249+11.5% | Added |
| Mirabella Financial Services LLP | 2,414 | $589.0K | 0.11% | +2,414 | New |
| Archford Capital Strategies, LLC | 2,419 | $590.0K | 0.15% | +176+7.8% | Added |
| Hollencrest Capital Management | 2,441 | $595.0K | 0.05% | +21+0.9% | Added |
| Equitable Trust Co | 2,446 | $596.0K | 0.04% | +231+10.4% | Added |