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; 1,086 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 | 1,086 | $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 |
|---|---|---|---|---|---|
| Abbrea Capital, LLC | 3,613 | $881.0K | 0.13% | +400+12.4% | Added |
| Lido Advisors, LLC | 3,614 | $881.0K | 0.02% | +1,254+53.1% | Added |
| Column Capital Advisors, LLC | 3,643 | $888.0K | 0.19% | −430−10.6% | Reduced |
| RMR Wealth Builders | 3,646 | $889.0K | 0.29% | +152+4.4% | Added |
| Silvercrest Asset Management Group LLC | 3,645 | $889.0K | 0.01% | +802+28.2% | Added |
| Redhawk Wealth Advisors, Inc. | 3,649 | $890.0K | 0.20% | +332+10.0% | Added |
| Gofen & Glossberg LLC | 3,655 | $891.0K | 0.02% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 3,264 | $891.0K | 0.51% | −404−11.0% | Reduced |
| Csenge Advisory Group | 3,690 | $892.0K | 0.08% | +250+7.3% | Added |
| Centaurus Financial, Inc. | 3,668 | $894.0K | 0.08% | +1,331+57.0% | Added |
| Sciencast Management LP | 3,753 | $903.0K | 0.19% | +3,753 | New |
| Cerity Partners LLC | 3,714 | $905.0K | 0.02% | +104+2.9% | Added |
| Roman Butler Fullerton & Co | 3,733 | $910.0K | 0.44% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,745 | $913.0K | 0.21% | +120+3.3% | Added |
| Sovarnum Capital L.P. | 3,750 | $914.0K | 0.58% | +1,750+87.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,752 | $915.0K | 0.01% | +61+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 3,759 | $916.0K | 0.23% | +56+1.5% | Added |
| KG&L Capital Management,LLC | 3,776 | $921.0K | 0.42% | +2,475+190.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,808 | $928.0K | 0.34% | −224−5.6% | Reduced |
| Sawtooth Solutions, LLC | 3,811 | $929.0K | 0.18% | −937−19.7% | Reduced |
| Profit Investment Management, LLC | 3,825 | $932.0K | 0.49% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,830 | $934.0K | 0.04% | +3,830 | New |
| Northeast Financial Consultants Inc | 3,869 | $943.0K | 0.06% | +2,590+202.5% | Added |
| Hilltop Holdings Inc. | 3,874 | $944.0K | 0.11% | +443+12.9% | Added |
| Schnieders Capital Management LLC | 3,880 | $946.0K | 0.26% | −182−4.5% | Reduced |
| SWS Partners | 3,885 | $947.0K | 0.62% | −3,915−50.2% | Reduced |
| Synovus Financial Corp | 3,884 | $948.0K | 0.01% | +107+2.8% | Added |
| HBK Sorce Advisory LLC | 3,896 | $950.0K | 0.05% | +952+32.3% | Added |
| Boothbay Fund Management, LLC | 3,922 | $956.0K | 0.04% | −1,141−22.5% | Reduced |
| Lyell Wealth Management, LP | 3,920 | $956.0K | 0.12% | +50+1.3% | Added |
| Financial Advocates Investment Management | 5,677 | $958.0K | 0.07% | −1,299−18.6% | Reduced |
| Sepio Capital, LP | 3,972 | $968.0K | 0.08% | −342−7.9% | Reduced |
| Camden Capital, LLC | 3,974 | $971.0K | 0.23% | −165−4.0% | Reduced |
| Laffer Tengler Investments | 3,993 | $973.5K | 0.36% | +1,308+48.7% | Added |
| Charles Schwab Trust Co | 4,000 | $975.0K | 0.19% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 4,000 | $975.0K | 0.24% | +4,000 | New |
| Almanack Investment Partners, LLC. | 4,030 | $983.0K | 0.09% | +16+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 4,034 | $983.0K | 0.02% | +188+4.9% | Added |
| Monterey Private Wealth, Inc. | 4,038 | $984.0K | 0.56% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,067 | $992.0K | 0.05% | −33−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 4,112 | $1.00M | 0.21% | −10.0% | Reduced |
| Orion Portfolio Solutions, LLC | 4,140 | $1.01M | 0.04% | −134−3.1% | Reduced |
| Executive Wealth Management, LLC | 4,154 | $1.01M | 0.11% | +1,345+47.9% | Added |
| Central Bank & Trust Co | 4,158 | $1.01M | 0.16% | +2,166+108.7% | Added |
| Adalta Capital Management LLC | 4,170 | $1.02M | 0.55% | +3,765+929.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,177 | $1.02M | 0.10% | +966+30.1% | Added |
| Tokio Marine Asset Management Co Ltd | 4,197 | $1.02M | 0.09% | −644−13.3% | Reduced |
| IHT Wealth Management, LLC | 4,219 | $1.03M | 0.07% | +277+7.0% | Added |
| Independent Solutions Wealth Management, LLC | 4,248 | $1.04M | 0.25% | +705+19.9% | Added |
| CMT Capital Markets Trading GmbH | 4,300 | $1.05M | 0.46% | +4,300 | New |
| Exane Derivatives | 4,386 | $1.06M | 0.25% | +895+25.6% | Added |
| Smith, Moore & Co. | 4,369 | $1.06M | 0.16% | +130+3.1% | Added |
| M&R Capital Management Inc | 4,389 | $1.07M | 0.25% | −80−1.8% | Reduced |
| Professional Planning | 4,424 | $1.08M | 0.49% | −546−11.0% | Reduced |
| Alpha Cubed Investments, LLC | 4,457 | $1.09M | 0.08% | +1,245+38.8% | Added |
| Total Clarity Wealth Management, Inc. | 4,475 | $1.09M | 0.61% | +278+6.6% | Added |
| Garner Asset Management Corp | 4,495 | $1.10M | 0.53% | +415+10.2% | Added |
| Hoey Investments, Inc | 4,532 | $1.10M | 0.34% | −18,872−80.6% | Reduced |
| Jag Capital Management, LLC | 4,566 | $1.11M | 0.09% | −101−2.2% | Reduced |
| Banco BTG Pactual S.A. | 4,570 | $1.11M | 0.88% | +1,401+44.2% | Added |
| Asset Management Corp | 4,585 | $1.12M | 0.72% | +2,900+172.1% | Added |
| Integrated Wealth Concepts LLC | 4,612 | $1.12M | 0.04% | +261+6.0% | Added |
| Van Leeuwen & Company, LLC | 4,646 | $1.12M | 0.67% | +1,200+34.8% | Added |
| Parkwood LLC | 4,609 | $1.12M | 0.20% | +2,142+86.8% | Added |
| Compagnie Lombard Odier SCmA | 4,640 | $1.13M | 0.02% | +1,160+33.3% | Added |
| RB Capital Management, LLC | 4,643 | $1.13M | 0.44% | +308+7.1% | Added |
| Ancora Advisors, LLC | 4,658 | $1.14M | 0.03% | 00.0% | Unchanged |
| Western Financial Corporation | 4,658 | $1.14M | 0.61% | +4,658 | New |
| Highland Capital Management, LLC | 4,663 | $1.14M | 0.07% | −1,706−26.8% | Reduced |
| Change Path, LLC | 4,683 | $1.14M | 0.07% | +1,664+55.1% | Added |
| Aaron Wealth Advisors | 4,691 | $1.14M | 0.38% | +57+1.2% | Added |
| SageGuard Financial Group, LLC | 4,716 | $1.15M | 0.52% | −35−0.7% | Reduced |
| McGuire Investment Group, LLC | 4,728 | $1.15M | 0.22% | +398+9.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,729 | $1.15M | 0.21% | +4,038+584.4% | Added |
| NorthCoast Asset Management LLC | 4,752 | $1.16M | 0.04% | +408+9.4% | Added |
| Unigestion Holding SA | 4,723 | $1.18M | 0.04% | +579+14.0% | Added |
| Sanders Morris Harris LLC | 4,783 | $1.18M | 0.23% | −380−7.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,840 | $1.18M | 0.24% | +70+1.5% | Added |
| Phoenix Wealth Advisors | 4,822 | $1.19M | 0.86% | −3,150−39.5% | Reduced |
| Wetherby Asset Management Inc | 4,899 | $1.20M | 0.07% | −2,626−34.9% | Reduced |
| Sunbelt Securities, Inc. | 5,034 | $1.20M | 0.22% | +89+1.8% | Added |
| Kornitzer Capital Management Inc | 4,913 | $1.20M | 0.02% | +4,913 | New |
| Ashton Thomas Private Wealth, LLC | 4,989 | $1.22M | 0.19% | −996−16.6% | Reduced |
| Private Portfolio Partners LLC | 4,996 | $1.22M | 0.35% | −39−0.8% | Reduced |
| First National Trust Co | 5,000 | $1.22M | 0.07% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 5,000 | $1.22M | 0.16% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5,008 | $1.22M | 0.69% | −131−2.5% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,026 | $1.23M | 0.13% | +5,026 | New |
| Advisor OS, LLC | 5,070 | $1.24M | 0.26% | +1,289+34.1% | Added |
| regents capital Ltd | 5,000 | $1.24M | 1.93% | +5,000 | New |
| Griffin Asset Management, Inc. | 5,083 | $1.24M | 0.15% | +1,295+34.2% | Added |
| Addison Capital Co | 5,110 | $1.25M | 0.61% | +165+3.3% | Added |
| Psagot Investment House Ltd. | 5,122 | $1.25M | 0.04% | +5,122 | New |
| CAPROCK Group, Inc. | 5,169 | $1.26M | 0.11% | +1,313+34.1% | Added |
| Washburn Capital Management, Inc. | 5,190 | $1.26M | 0.85% | −106−2.0% | Reduced |
| Aldebaran Financial Inc. | 5,255 | $1.27M | 1.11% | −20−0.4% | Reduced |
| Cavalier Investments, LLC | 5,250 | $1.28M | 0.46% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,280 | $1.29M | 0.02% | +180+3.5% | Added |
| Level Four Advisory Services, LLC | 5,290 | $1.29M | 0.09% | −1,141−17.7% | Reduced |
| Agf Investments Inc. | 5,362 | $1.31M | 0.01% | −8,006−59.9% | Reduced |