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 26 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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 1,026 | $250.0K | 0.11% | −24−2.3% | Reduced |
| 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 |
| 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 |
| 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 |
| TSFG, LLC | 1,008 | $246.0K | 0.10% | +710+238.3% | Added |
| 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 |
| Fieldpoint Private Securities, LLC | 889 | $243.0K | 0.05% | −2,889−76.5% | Reduced |
| Altus Wealth Management, LLC | 980 | $239.0K | 0.15% | +40+4.3% | Added |
| Summit Trail Advisors, LLC | 971 | $237.0K | 0.02% | +971 | 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 |
| ICONIQ Capital, LLC | 960 | $234.0K | 0.00% | 00.0% | Unchanged |
| GenTrust, LLC | 960 | $234.0K | 0.02% | +960 | New |
| Glassman Wealth Services | 954 | $233.0K | 0.05% | +1+0.1% | Added |
| Evolution Wealth Advisors, LLC | 951 | $232.0K | 0.05% | +707+289.8% | Added |
| Collective Family Office LLC | 949 | $231.0K | 0.10% | +1+0.1% | Added |
| Montag A & Associates Inc | 938 | $229.0K | 0.01% | +100+11.9% | Added |
| Summit X, LLC | 921 | $228.0K | 0.06% | +921 | 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 |
| Merit Financial Group, LLC | 926 | $226.0K | 0.02% | +926 | New |
| YHB Investment Advisors, Inc. | 923 | $225.0K | 0.02% | −60−6.1% | Reduced |
| 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 |
| Manchester Financial Inc | 910 | $222.0K | 0.09% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 900 | $219.4K | 0.14% | 00.0% | Unchanged |
| 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 |
| 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 |
| Community Bank & Trust, Waco, Texas | 890 | $217.0K | 0.07% | +890 | New |
| Wesbanco Bank Inc | 885 | $216.0K | 0.01% | +885 | New |
| Main Street Financial Solutions, LLC | 879 | $214.0K | 0.03% | +879 | 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 |
| 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 |
| Stephens Investment Management Group LLC | 856 | $209.0K | 0.00% | −17,879−95.4% | Reduced |
| Meeder Asset Management Inc | 855 | $208.0K | 0.01% | +226+35.9% | Added |
| Brouwer & Janachowski, LLC | 851 | $207.0K | 0.04% | +851 | New |
| Conservest Capital Advisors, Inc. | 850 | $207.0K | 0.02% | +850 | New |
| Wedgewood Investors Inc | 845 | $206.0K | 0.26% | −150−15.1% | Reduced |
| Little House Capital LLC | 847 | $206.0K | 0.11% | +847 | New |
| EWG Elevate Inc. | 845 | $204.0K | 0.08% | +845 | New |
| Circle Wealth Management, LLC | 832 | $203.0K | 0.03% | +832 | New |
| Formidable Asset Management, LLC | 831 | $203.0K | 0.04% | +831 | New |
| Amussen Hunsaker Associates LLC | 823 | $201.0K | 0.06% | +823 | New |
| Cary Street Partner Investment Advisory LLC | 812 | $198.0K | 0.06% | +812 | New |
| 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 |
| 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 |
| Institutional & Family Asset Management, LLC | 781 | $190.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 627 | $153.0K | 0.01% | +134+27.2% | Added |
| Hoover Financial Advisors, Inc. | 625 | $152.0K | 0.03% | 00.0% | Unchanged |
| Seeyond | 608 | $148.0K | 0.01% | −1,433−70.2% | Reduced |
| BDO Wealth Advisors, LLC | 600 | $146.0K | 0.02% | +350+140.0% | Added |
| Allworth Financial LP | 588 | $143.0K | 0.00% | −40−6.4% | Reduced |
| Pacer Advisors, Inc. | 528 | $129.0K | 0.00% | +528 | New |
| Baldwin Brothers Inc | 523 | $128.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 518 | $126.0K | 0.01% | −1−0.2% | Reduced |
| D'Orazio & Associates, Inc. | 500 | $122.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 475 | $116.0K | 0.04% | −268−36.1% | Reduced |
| KB Financial Partners, LLC | 470 | $115.0K | 0.04% | −61−11.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 461 | $112.0K | 0.01% | +21+4.8% | Added |
| AGF Investments LLC | 449 | $109.0K | 0.01% | −377−45.6% | Reduced |
| Hall Laurie J Trustee | 440 | $107.0K | 0.04% | 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 |
| Walled Lake Planning & Wealth Management, LLC | 425 | $104.0K | 0.07% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 409 | $100.0K | 0.06% | +409 | New |
| Stonebridge Financial Planning Group, LLC | 405 | $99.0K | 0.05% | +80+24.6% | Added |
| Investment Research & Advisory Group, Inc. | 400 | $98.0K | 0.07% | 00.0% | Unchanged |
| Private Ocean, LLC | 380 | $93.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 382 | $93.0K | 0.01% | +11+3.0% | Added |
| Carolinas Wealth Consulting LLC | 376 | $92.0K | 0.02% | +20+5.6% | Added |
| Larson Financial Group LLC | 366 | $89.0K | 0.02% | +10+2.8% | Added |
| 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 |
| Endurance Wealth Management, Inc. | 360 | $87.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 355 | $87.0K | 0.03% | 00.0% | Unchanged |