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 |
|---|---|---|---|---|---|
| Scholtz & Company, LLC | 3,089 | $753.0K | 0.26% | +550+21.7% | Added |
| Two Sigma Securities, LLC | 3,079 | $751.0K | 0.19% | +3,079 | New |
| KMG Fiduciary Partners, LLC | 3,052 | $744.0K | 0.13% | −219−6.7% | Reduced |
| Pinnacle Associates Ltd | 3,035 | $740.0K | 0.01% | +249+8.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 3,020 | $736.0K | 0.04% | +30+1.0% | Added |
| Berman Capital Advisors, LLC | 3,026 | $735.0K | 0.12% | +142+4.9% | Added |
| Howard Wealth Management, LLC | 3,012 | $734.0K | 0.40% | +10+0.3% | Added |
| Polaris Wealth Advisory Group, LLC | 3,035 | $734.0K | 0.04% | +3,035 | New |
| Van Hulzen Asset Management, LLC | 3,008 | $733.0K | 0.11% | −10−0.3% | Reduced |
| Codex Capital, L.L.C. | 3,000 | $732.0K | 0.38% | 00.0% | Unchanged |
| RBF Capital, LLC | 3,000 | $731.0K | 0.04% | −3,000−50.0% | Reduced |
| Matisse Capital | 3,000 | $731.0K | 0.23% | +100+3.4% | Added |
| Grandview Asset Management LLC | 2,996 | $730.0K | 0.40% | +140+4.9% | Added |
| WJ Wealth Management, LLC | 2,956 | $721.0K | 2.23% | −366−11.0% | Reduced |
| Cigna Investments Inc | 2,949 | $719.0K | 0.05% | +73+2.5% | Added |
| Focus Financial Network, Inc. | 2,922 | $712.4K | 0.09% | +497+20.5% | Added |
| Tortoise Index Solutions, LLC | 2,914 | $710.0K | 0.15% | +239+8.9% | Added |
| Sheets Smith Wealth Management | 2,906 | $708.0K | 0.10% | +1,176+68.0% | Added |
| Qtron Investments LLC | 2,882 | $703.0K | 0.18% | 00.0% | Unchanged |
| QS Investors, LLC | 2,839 | $693.0K | 0.01% | 00.0% | Unchanged |
| Maven Securities LTD | 2,802 | $686.0K | 0.07% | +2,802 | New |
| V Wealth Advisors LLC | 2,791 | $678.0K | 0.11% | +226+8.8% | Added |
| Capital Wealth Alliance, LLC | 2,899 | $677.0K | 0.43% | +65+2.3% | Added |
| WealthPLAN Partners, LLC | 2,486 | $674.0K | 0.05% | −814−24.7% | Reduced |
| Capula Management Ltd | 2,760 | $673.0K | 0.12% | +2,760 | New |
| ProShare Advisors LLC | 2,752 | $671.0K | 0.00% | +1,098+66.4% | Added |
| Intersect Capital LLC | 2,750 | $670.0K | 0.12% | −50−1.8% | Reduced |
| Freestone Capital Holdings, LLC | 2,750 | $670.0K | 0.03% | +1,801+189.8% | Added |
| Hanseatic Management Services Inc | 2,744 | $669.0K | 1.26% | −248−8.3% | Reduced |
| Financial Architects, Inc | 2,740 | $668.0K | 0.10% | 00.0% | Unchanged |
| Strategic Advisors LLC | 2,722 | $663.0K | 0.17% | +358+15.1% | Added |
| Crossmark Global Holdings, Inc. | 2,715 | $662.0K | 0.02% | −330−10.8% | Reduced |
| Valeo Financial Advisors, LLC | 2,710 | $661.0K | 0.04% | +426+18.7% | Added |
| Moneta Group Investment Advisors LLC | 2,703 | $659.0K | 0.03% | +34+1.3% | Added |
| Rosenberg Matthew Hamilton | 2,693 | $657.0K | 0.34% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 2,694 | $657.0K | 0.36% | +717+36.3% | Added |
| Foundations Investment Advisors, LLC | 2,713 | $656.0K | 0.03% | +2,713 | New |
| Howland Capital Management LLC | 2,680 | $653.0K | 0.03% | +2,680 | New |
| Eudaimonia Partners, LLC | 2,669 | $651.0K | 0.12% | +435+19.5% | Added |
| Stelac Advisory Services LLC | 2,665 | $650.0K | 0.15% | −90−3.3% | Reduced |
| Clear Perspective Advisors, LLC | 2,656 | $648.0K | 0.23% | −290−9.8% | Reduced |
| Profund Advisors LLC | 2,656 | $648.0K | 0.02% | +42+1.6% | Added |
| WESPAC Advisors SoCal, LLC | 2,657 | $648.0K | 0.21% | +92+3.6% | Added |
| Pittenger & Anderson Inc | 2,645 | $645.0K | 0.03% | −250−8.6% | Reduced |
| MAI Capital Management | 2,646 | $645.0K | 0.01% | +61+2.4% | Added |
| Asset Dedication, LLC | 2,580 | $628.0K | 0.09% | +2,420+1,512.5% | Added |
| Triumph Capital Management | 2,619 | $626.0K | 0.37% | +2,619 | New |
| CWA Asset Management Group, LLC | 2,573 | $622.0K | 0.05% | −98−3.7% | Reduced |
| Arnhold LLC | 2,546 | $621.0K | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,544 | $620.0K | 0.03% | +32+1.3% | Added |
| Checchi Capital Advisers, LLC | 2,523 | $615.0K | 0.08% | −105−4.0% | Reduced |
| Sand Hill Global Advisors, LLC | 2,512 | $612.0K | 0.04% | +756+43.1% | Added |
| Procyon Private Wealth Partners, LLC | 2,480 | $605.0K | 0.16% | −164−6.2% | Reduced |
| Fox Run Management, L.L.C. | 2,481 | $605.0K | 0.55% | +2,481 | New |
| Hodges Capital Management Inc. | 2,450 | $597.0K | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 2,446 | $596.0K | 0.04% | +231+10.4% | Added |
| Hollencrest Capital Management | 2,441 | $595.0K | 0.05% | +21+0.9% | Added |
| Archford Capital Strategies, LLC | 2,419 | $590.0K | 0.15% | +176+7.8% | Added |
| Mirabella Financial Services LLP | 2,414 | $589.0K | 0.11% | +2,414 | New |
| RFG Advisory, LLC | 2,412 | $588.0K | 0.05% | +249+11.5% | 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 |
| 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 |
| Epiq Partners, LLC | 2,400 | $585.0K | 0.29% | 00.0% | Unchanged |
| Resource Management, LLC | 2,385 | $581.0K | 0.07% | −678−22.1% | Reduced |
| Derbend Asset Management | 2,374 | $579.0K | 0.54% | +2,374 | New |
| Global Retirement Partners, LLC | 2,336 | $570.0K | 0.06% | +129+5.8% | Added |
| CRA Financial Services, LLC | 2,325 | $567.0K | 0.20% | +50+2.2% | Added |
| Trustcore Financial Services, LLC | 2,321 | $566.0K | 0.06% | −525−18.4% | Reduced |
| Venture Visionary Partners LLC | 2,318 | $565.0K | 0.05% | −212−8.4% | Reduced |
| Adell Harriman & Carpenter Inc | 2,280 | $555.9K | 0.06% | +121+5.6% | Added |
| Accel Wealth Management | 2,275 | $555.0K | 0.37% | −6−0.3% | Reduced |
| Mirador Capital Partners LP | 2,271 | $554.0K | 0.13% | +45+2.0% | Added |
| Octavia Wealth Advisors, LLC | 2,258 | $551.0K | 0.15% | +874+63.2% | Added |
| 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 |
| Cornerstone Wealth Group, LLC | 2,335 | $546.0K | 0.11% | +2,335 | New |
| HITE Hedge Asset Management LLC | 2,227 | $543.0K | 0.08% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,210 | $539.0K | 0.09% | +12+0.5% | Added |
| Thoroughbred Financial Services, LLC | 2,190 | $534.0K | 0.13% | +363+19.9% | Added |
| Willow Creek Wealth Management Inc. | 2,164 | $528.0K | 0.13% | +6+0.3% | Added |
| Oak Grove Capital LLC | 2,160 | $527.0K | 0.12% | −100−4.4% | Reduced |
| United Maritime Capital LLC | 2,150 | $524.0K | 0.40% | +150+7.5% | Added |
| Prio Wealth Limited Partnership | 2,130 | $519.0K | 0.02% | 00.0% | Unchanged |
| BBVA USA | 2,124 | $518.0K | 0.03% | +2,124 | New |
| Doyle Wealth Management | 2,090 | $510.0K | 0.04% | 00.0% | Unchanged |
| Vivid Financial Management, Inc. | 2,079 | $507.0K | 0.21% | +66+3.3% | Added |
| Mayflower Financial Advisors, LLC | 2,065 | $503.0K | 0.07% | +120+6.2% | Added |
| Wealth Management Associates, Inc. | 2,054 | $500.8K | 0.28% | +309+17.7% | Added |
| Nations Financial Group Inc, | 2,046 | $499.0K | 0.08% | −250−10.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,040 | $497.0K | 0.06% | +1,040+104.0% | Added |
| Arete Wealth Advisors, LLC | 3,338 | $495.0K | 0.07% | −367−9.9% | Reduced |
| 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 |
| 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 |
| SG3 Management, LLC | 2,000 | $488.0K | 0.21% | −5,000−71.4% | Reduced |