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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 4,457 | $1.09M | 0.08% | +1,245+38.8% | Added |
| Professional Planning | 4,424 | $1.08M | 0.49% | −546−11.0% | Reduced |
| M&R Capital Management Inc | 4,389 | $1.07M | 0.25% | −80−1.8% | Reduced |
| Smith, Moore & Co. | 4,369 | $1.06M | 0.16% | +130+3.1% | Added |
| Exane Derivatives | 4,386 | $1.06M | 0.25% | +895+25.6% | Added |
| CMT Capital Markets Trading GmbH | 4,300 | $1.05M | 0.46% | +4,300 | New |
| Independent Solutions Wealth Management, LLC | 4,248 | $1.04M | 0.25% | +705+19.9% | Added |
| IHT Wealth Management, LLC | 4,219 | $1.03M | 0.07% | +277+7.0% | Added |
| Tokio Marine Asset Management Co Ltd | 4,197 | $1.02M | 0.09% | −644−13.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,177 | $1.02M | 0.10% | +966+30.1% | Added |
| Adalta Capital Management LLC | 4,170 | $1.02M | 0.55% | +3,765+929.6% | Added |
| Central Bank & Trust Co | 4,158 | $1.01M | 0.16% | +2,166+108.7% | Added |
| Executive Wealth Management, LLC | 4,154 | $1.01M | 0.11% | +1,345+47.9% | Added |
| Orion Portfolio Solutions, LLC | 4,140 | $1.01M | 0.04% | −134−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 4,112 | $1.00M | 0.21% | −10.0% | Reduced |
| Fulton Bank, N.A. | 4,067 | $992.0K | 0.05% | −33−0.8% | Reduced |
| Monterey Private Wealth, Inc. | 4,038 | $984.0K | 0.56% | 00.0% | Unchanged |
| 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 |
| 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 |
| Laffer Tengler Investments | 3,993 | $973.5K | 0.36% | +1,308+48.7% | Added |
| Camden Capital, LLC | 3,974 | $971.0K | 0.23% | −165−4.0% | Reduced |
| Sepio Capital, LP | 3,972 | $968.0K | 0.08% | −342−7.9% | Reduced |
| Financial Advocates Investment Management | 5,677 | $958.0K | 0.07% | −1,299−18.6% | Reduced |
| 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 |
| HBK Sorce Advisory LLC | 3,896 | $950.0K | 0.05% | +952+32.3% | Added |
| Synovus Financial Corp | 3,884 | $948.0K | 0.01% | +107+2.8% | Added |
| SWS Partners | 3,885 | $947.0K | 0.62% | −3,915−50.2% | Reduced |
| Schnieders Capital Management LLC | 3,880 | $946.0K | 0.26% | −182−4.5% | Reduced |
| Hilltop Holdings Inc. | 3,874 | $944.0K | 0.11% | +443+12.9% | Added |
| Northeast Financial Consultants Inc | 3,869 | $943.0K | 0.06% | +2,590+202.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,830 | $934.0K | 0.04% | +3,830 | New |
| Profit Investment Management, LLC | 3,825 | $932.0K | 0.49% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,811 | $929.0K | 0.18% | −937−19.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,808 | $928.0K | 0.34% | −224−5.6% | Reduced |
| KG&L Capital Management,LLC | 3,776 | $921.0K | 0.42% | +2,475+190.2% | Added |
| GPS Wealth Strategies Group, LLC | 3,759 | $916.0K | 0.23% | +56+1.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,752 | $915.0K | 0.01% | +61+1.7% | Added |
| Sovarnum Capital L.P. | 3,750 | $914.0K | 0.58% | +1,750+87.5% | Added |
| Kistler-Tiffany Companies, LLC | 3,745 | $913.0K | 0.21% | +120+3.3% | Added |
| Roman Butler Fullerton & Co | 3,733 | $910.0K | 0.44% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,714 | $905.0K | 0.02% | +104+2.9% | Added |
| Sciencast Management LP | 3,753 | $903.0K | 0.19% | +3,753 | New |
| Centaurus Financial, Inc. | 3,668 | $894.0K | 0.08% | +1,331+57.0% | Added |
| Csenge Advisory Group | 3,690 | $892.0K | 0.08% | +250+7.3% | 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 |
| Redhawk Wealth Advisors, Inc. | 3,649 | $890.0K | 0.20% | +332+10.0% | Added |
| 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 |
| Column Capital Advisors, LLC | 3,643 | $888.0K | 0.19% | −430−10.6% | Reduced |
| 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 |
| Employees Retirement System of Texas | 3,600 | $878.0K | 0.01% | −15,400−81.1% | Reduced |
| Grimes & Company, Inc. | 3,596 | $877.0K | 0.04% | −51−1.4% | Reduced |
| Ameritas Investment Company, LLC | 2,550 | $877.0K | 0.04% | +1,431+127.9% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 3,592 | $875.0K | 0.36% | −2,800−43.8% | Reduced |
| Apollon Wealth Management, LLC | 3,570 | $870.0K | 0.16% | −732−17.0% | Reduced |
| Pendal Group Limited | 3,562 | $868.0K | 0.01% | +267+8.1% | Added |
| Wealth Alliance | 3,544 | $864.0K | 0.20% | −20−0.6% | Reduced |
| Veritable, L.P. | 3,542 | $864.0K | 0.01% | +421+13.5% | Added |
| Point72 Hong Kong Ltd | 3,535 | $862.0K | 0.06% | −19,965−85.0% | Reduced |
| Principal Street Partners, LLC | 3,528 | $860.0K | 0.23% | −10,218−74.3% | Reduced |
| Advent Capital Management | 3,500 | $853.0K | 0.02% | +3,500 | New |
| Discovery Value Fund | 3,500 | $853.0K | 0.02% | +3,500 | New |
| Umb Bank N A | 3,482 | $849.0K | 0.02% | +2+0.1% | Added |
| Integrated Advisors Network LLC | 3,477 | $848.0K | 0.06% | +1,912+122.2% | Added |
| Truvestments Capital LLC | 3,475 | $847.0K | 0.46% | −162−4.5% | Reduced |
| Intrua Financial, LLC | 3,124 | $847.0K | 0.20% | −6−0.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,454 | $842.0K | 0.14% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,447 | $840.0K | 0.03% | +423+14.0% | Added |
| Tiger Eye Capital LLC | 3,418 | $833.0K | 0.21% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,382 | $825.0K | 0.23% | −125−3.6% | Reduced |
| Field & Main Bank | 3,378 | $824.0K | 0.53% | +345+11.4% | Added |
| Versor Investments LP | 3,353 | $817.0K | 0.03% | −2,903−46.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,352 | $817.0K | 0.02% | −1,110−24.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,343 | $815.0K | 0.05% | +1,769+112.4% | Added |
| Personal Capital Advisors Corp | 3,324 | $810.0K | 0.00% | +282+9.3% | Added |
| Bel Air Investment Advisors LLC | 3,313 | $808.0K | 0.02% | +540+19.5% | Added |
| Panagora Asset Management Inc | 3,306 | $806.0K | 0.00% | −25,187−88.4% | Reduced |
| Next Capital Management LLC | 3,305 | $806.0K | 0.51% | +10+0.3% | Added |
| J Arnold Wealth Management Co | 3,289 | $802.0K | 0.39% | +119+3.8% | Added |
| Security National Trust Co | 3,290 | $802.0K | 0.18% | +2,890+722.5% | Added |
| Usca Ria LLC | 3,290 | $802.0K | 0.05% | +3,290 | New |
| Stratos Wealth Advisors, LLC | 3,283 | $800.0K | 0.07% | −192−5.5% | Reduced |
| DuPont Capital Management Corp | 3,274 | $798.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,292 | $796.0K | 0.08% | −2,143−39.4% | Reduced |
| Coastline Trust Co | 3,258 | $794.0K | 0.10% | 00.0% | Unchanged |
| WP Advisors, LLC | 3,241 | $790.0K | 0.33% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 3,248 | $786.0K | 0.76% | +3,248 | New |
| Cornerstone Wealth Management, LLC | 3,182 | $776.0K | 0.08% | +187+6.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,180 | $775.0K | 0.06% | −100−3.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 3,180 | $775.0K | 0.07% | −23−0.7% | Reduced |
| Patriot Investment Management Inc. | 3,170 | $772.0K | 0.07% | +174+5.8% | Added |
| Optimal Asset Management, Inc. | 3,157 | $770.0K | 0.09% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,136 | $765.0K | 0.72% | −877−21.9% | Reduced |
| Barings LLC | 3,110 | $759.0K | 0.02% | +2,141+220.9% | Added |
| Claraphi Advisory Network, LLC | 3,088 | $753.0K | 0.23% | −3,719−54.6% | Reduced |