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 |
|---|---|---|---|---|---|
| Fulcrum Asset Management LLP | – | $1.72M | 0.72% | – | – |
| Duality Advisers, LP | 7,003 | $1.71M | 0.15% | +7,003 | New |
| Whitener Capital Management, Inc. | 6,949 | $1.69M | 0.67% | +51+0.7% | Added |
| Homrich & Berg | 6,920 | $1.69M | 0.04% | +208+3.1% | Added |
| Capital Investment Advisory Services, LLC | 6,919 | $1.69M | 0.21% | +1,328+23.8% | Added |
| XR Securities LLC | 6,911 | $1.69M | 1.40% | −2,713−28.2% | Reduced |
| SeaCrest Wealth Management, LLC | 6,877 | $1.68M | 0.20% | +9+0.1% | Added |
| Frontier Wealth Management LLC | 6,820 | $1.66M | 0.12% | −34−0.5% | Reduced |
| Exencial Wealth Advisors, LLC | 6,767 | $1.65M | 0.09% | +406+6.4% | Added |
| International Assets Investment Management, LLC | 6,733 | $1.64M | 0.31% | −5,937−46.9% | Reduced |
| Walleye Capital LLC | 6,687 | $1.63M | 0.06% | +6,687 | New |
| CWM, LLC | 6,665 | $1.63M | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,666 | $1.63M | 0.25% | +3,268+96.2% | Added |
| Northeast Investment Management | 6,554 | $1.60M | 0.09% | +768+13.3% | Added |
| Vestcor Inc | 6,541 | $1.59M | 0.05% | +6,541 | New |
| Spouting Rock Asset Management, LLC | 6,526 | $1.59M | 0.49% | +20.0% | Added |
| Kingsview Wealth Management, LLC | 6,567 | $1.59M | 0.08% | −4,763−42.0% | Reduced |
| Russell Clark Investment Management Ltd | 6,500 | $1.58M | 1.19% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 6,491 | $1.58M | 0.74% | +5,101+367.0% | Added |
| Accuvest Global Advisors | 6,455 | $1.57M | 0.79% | −133−2.0% | Reduced |
| Modus Advisors, LLC | 6,448 | $1.57M | 0.66% | +254+4.1% | Added |
| Werlinich Asset Management, LLC | 6,405 | $1.56M | 1.26% | −325−4.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,400 | $1.56M | 0.09% | +1,000+18.5% | Added |
| Aft, Forsyth & Company, Inc. | 6,286 | $1.53M | 0.82% | +3,920+165.7% | Added |
| World Asset Management Inc | 6,234 | $1.52M | 0.14% | −221−3.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 6,200 | $1.51M | 0.31% | +6,200 | New |
| Meridian Wealth Management, LLC | 6,096 | $1.49M | 0.19% | +1,126+22.7% | Added |
| Raymond James Trust N.A. | 6,091 | $1.49M | 0.05% | +270+4.6% | Added |
| Perigon Wealth Management, LLC | 6,093 | $1.49M | 0.13% | +570+10.3% | Added |
| JustInvest LLC | 6,032 | $1.47M | 0.15% | −3,048−33.6% | Reduced |
| WT Wealth Management | 6,027 | $1.47M | 0.59% | +281+4.9% | Added |
| GM Advisory Group, Inc. | 6,026 | $1.47M | 0.15% | +606+11.2% | Added |
| Green Alpha Advisors, LLC | 5,992 | $1.46M | 0.99% | −2,060−25.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,946 | $1.45M | 0.15% | +2,168+57.4% | Added |
| Red Spruce Capital, LLC | 5,897 | $1.44M | 0.85% | +149+2.6% | Added |
| JCSD Capital, LLC | 5,900 | $1.44M | 1.35% | +5,900 | New |
| Global Wealth Management Investment Advisory, Inc. | 5,836 | $1.42M | 0.47% | +406+7.5% | Added |
| Insight Advisors, LLC | 5,205 | $1.42M | 0.44% | +1,489+40.1% | Added |
| Standard Family Office LLC | 5,766 | $1.41M | 0.29% | −521−8.3% | Reduced |
| Apoletto Ltd | 5,767 | $1.41M | 0.18% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,744 | $1.40M | 0.08% | +1,532+36.4% | Added |
| Arkadios Wealth Advisors | 5,742 | $1.40M | 0.17% | +2,097+57.5% | Added |
| Bridgewater Advisors Inc. | 5,736 | $1.40M | 0.44% | +5,736 | New |
| Gladstone Institutional Advisory LLC | 5,728 | $1.40M | 0.17% | +102+1.8% | Added |
| Beacon Investment Advisory Services, Inc. | 5,723 | $1.40M | 0.06% | +630+12.4% | Added |
| Bray Capital Advisors | 5,650 | $1.38M | 0.35% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 5,641 | $1.38M | 0.11% | −219−3.7% | Reduced |
| Clearstead Advisors, LLC | 5,605 | $1.37M | 0.11% | +36+0.6% | Added |
| NVWM, LLC | 5,548 | $1.35M | 0.49% | +158+2.9% | Added |
| Swiss Life Asset Management Ltd | 12,305 | $1.34M | 0.02% | −7,552−38.0% | Reduced |
| Virtue Capital Management, LLC | 5,481 | $1.34M | 0.27% | −6,399−53.9% | Reduced |
| Tiedemann Advisors, LLC | 5,433 | $1.32M | 0.05% | +557+11.4% | Added |
| BlueCrest Capital Management Ltd | 5,432 | $1.32M | 0.04% | +5,432 | New |
| Ascent Wealth Partners, LLC | 5,387 | $1.31M | 0.25% | +262+5.1% | Added |
| Agf Investments Inc. | 5,362 | $1.31M | 0.01% | −8,006−59.9% | Reduced |
| Stevard, LLC | 5,362 | $1.31M | 1.01% | +217+4.2% | Added |
| Level Four Advisory Services, LLC | 5,290 | $1.29M | 0.09% | −1,141−17.7% | Reduced |
| Fiduciary Trust Co | 5,280 | $1.29M | 0.02% | +180+3.5% | Added |
| Cavalier Investments, LLC | 5,250 | $1.28M | 0.46% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 5,255 | $1.27M | 1.11% | −20−0.4% | Reduced |
| Washburn Capital Management, Inc. | 5,190 | $1.26M | 0.85% | −106−2.0% | Reduced |
| CAPROCK Group, Inc. | 5,169 | $1.26M | 0.11% | +1,313+34.1% | Added |
| Psagot Investment House Ltd. | 5,122 | $1.25M | 0.04% | +5,122 | New |
| Addison Capital Co | 5,110 | $1.25M | 0.61% | +165+3.3% | Added |
| Griffin Asset Management, Inc. | 5,083 | $1.24M | 0.15% | +1,295+34.2% | Added |
| 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 |
| Budros, Ruhlin & Roe, Inc. | 5,026 | $1.23M | 0.13% | +5,026 | New |
| Legacy Bridge, LLC | 5,008 | $1.22M | 0.69% | −131−2.5% | 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 |
| Private Portfolio Partners LLC | 4,996 | $1.22M | 0.35% | −39−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,989 | $1.22M | 0.19% | −996−16.6% | Reduced |
| Kornitzer Capital Management Inc | 4,913 | $1.20M | 0.02% | +4,913 | New |
| Sunbelt Securities, Inc. | 5,034 | $1.20M | 0.22% | +89+1.8% | Added |
| Wetherby Asset Management Inc | 4,899 | $1.20M | 0.07% | −2,626−34.9% | Reduced |
| Phoenix Wealth Advisors | 4,822 | $1.19M | 0.86% | −3,150−39.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,840 | $1.18M | 0.24% | +70+1.5% | Added |
| Sanders Morris Harris LLC | 4,783 | $1.18M | 0.23% | −380−7.4% | Reduced |
| Unigestion Holding SA | 4,723 | $1.18M | 0.04% | +579+14.0% | Added |
| NorthCoast Asset Management LLC | 4,752 | $1.16M | 0.04% | +408+9.4% | Added |
| 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 |
| SageGuard Financial Group, LLC | 4,716 | $1.15M | 0.52% | −35−0.7% | Reduced |
| Aaron Wealth Advisors | 4,691 | $1.14M | 0.38% | +57+1.2% | Added |
| Change Path, LLC | 4,683 | $1.14M | 0.07% | +1,664+55.1% | Added |
| Highland Capital Management, LLC | 4,663 | $1.14M | 0.07% | −1,706−26.8% | Reduced |
| Ancora Advisors, LLC | 4,658 | $1.14M | 0.03% | 00.0% | Unchanged |
| Western Financial Corporation | 4,658 | $1.14M | 0.61% | +4,658 | New |
| RB Capital Management, LLC | 4,643 | $1.13M | 0.44% | +308+7.1% | Added |
| Compagnie Lombard Odier SCmA | 4,640 | $1.13M | 0.02% | +1,160+33.3% | 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 |
| Asset Management Corp | 4,585 | $1.12M | 0.72% | +2,900+172.1% | Added |
| Banco BTG Pactual S.A. | 4,570 | $1.11M | 0.88% | +1,401+44.2% | Added |
| Jag Capital Management, LLC | 4,566 | $1.11M | 0.09% | −101−2.2% | Reduced |
| Hoey Investments, Inc | 4,532 | $1.10M | 0.34% | −18,872−80.6% | Reduced |
| Garner Asset Management Corp | 4,495 | $1.10M | 0.53% | +415+10.2% | Added |
| Total Clarity Wealth Management, Inc. | 4,475 | $1.09M | 0.61% | +278+6.6% | Added |