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, Q3 2021
Institutional positions in Block, Inc. as of Sep 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
- 1,384
- +42 vs. Q2 2021
- Shares held
- 311.7M
- +17.3M (+5.9%) vs. Q2 2021
- Total value
- $74.8B
- +$2.96B (+4.1%) vs. Q2 2021
- New holders
- 140
- 615 more added
- Sold out
- 98
- 410 more reduced
14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Block, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizon Financial Services, LLC | 150 | $36.0K | 0.02% | −108−41.9% | Reduced |
| Selective Wealth Management, Inc. | 150 | $36.0K | 0.02% | +150 | New |
| Consolidated Planning Corp | 150 | $36.0K | 0.02% | +150 | New |
| Pflug Koory, LLC | 157 | $38.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 159 | $39.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 163 | $39.0K | 0.01% | +10+6.5% | Added |
| Tobam | 165 | $40.0K | 0.00% | +165 | New |
| Toth Financial Advisory Corp | 172 | $41.0K | 0.01% | +50+41.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 175 | $42.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 177 | $42.0K | 0.02% | +9+5.4% | Added |
| BerganKDV Wealth Management, LLC | 179 | $43.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 180 | $43.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 180 | $43.2K | 0.03% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 183 | $44.0K | 0.29% | +10+5.8% | Added |
| Earnest Partners LLC | 186 | $45.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 190 | $46.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 195 | $47.0K | 0.01% | +62+46.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $48.0K | 0.06% | 00.0% | Unchanged |
| Country Trust Bank | 200 | $48.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 202 | $48.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 204 | $49.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 212 | $50.0K | 0.01% | +8+3.9% | Added |
| TCI Wealth Advisors, Inc. | 210 | $50.0K | 0.01% | +32+18.0% | Added |
| Liberty Wealth Management LLC | 220 | $52.0K | 0.02% | +210+2,100.0% | Added |
| Gemmer Asset Management LLC | 220 | $53.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 221 | $53.0K | 0.05% | 00.0% | Unchanged |
| Albion Financial Group | 226 | $54.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 226 | $54.0K | 0.00% | +26+13.0% | Added |
| Valley National Advisers Inc | 231 | $55.0K | 0.01% | +21+10.0% | Added |
| Kessler Investment Group, LLC | 232 | $56.0K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 235 | $57.0K | 0.00% | +235 | New |
| Simon Quick Advisors, LLC | 243 | $58.0K | 0.01% | +43+21.5% | Added |
| Sargent Bickham Lagudis LLC | 243 | $58.0K | 0.00% | +80+49.1% | Added |
| Pacer Advisors, Inc. | 246 | $59.0K | 0.00% | −282−53.4% | Reduced |
| Sound Income Strategies, LLC | 251 | $60.0K | 0.01% | +33+15.1% | Added |
| Benjamin Edwards Inc | 260 | $62.0K | 0.04% | −52−16.7% | Reduced |
| Resources Management Corp | 260 | $62.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 260 | $62.0K | 0.01% | +225+642.9% | Added |
| Evermay Wealth Management LLC | 267 | $64.0K | 0.01% | −70−20.8% | Reduced |
| Prentice Wealth Management LLC | 265 | $64.0K | 0.03% | +2+0.8% | Added |
| Kowal Investment Group, LLC | 276 | $66.0K | 0.02% | +276 | New |
| Assetmark, Inc | 296 | $71.0K | 0.00% | +264+825.0% | Added |
| North Star Investment Management Corp. | 303 | $73.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 307 | $73.6K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 340 | $82.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 345 | $83.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 346 | $83.0K | 0.05% | +188+119.0% | Added |
| Sandy Spring Bank | 353 | $84.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 349 | $84.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 350 | $84.0K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 355 | $85.0K | 0.03% | 00.0% | Unchanged |
| RE Advisers Corp | 355 | $85.0K | 0.00% | +120+51.1% | Added |
| Endurance Wealth Management, Inc. | 360 | $86.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 359 | $86.0K | 0.01% | +109+43.6% | Added |
| Carolinas Wealth Consulting LLC | 377 | $90.0K | 0.02% | +1+0.3% | Added |
| Smithfield Trust Co | 382 | $91.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 361 | $92.0K | 0.07% | +157+77.0% | Added |
| Private Ocean, LLC | 390 | $94.0K | 0.01% | +10+2.6% | Added |
| Investment Research & Advisory Group, Inc. | 400 | $96.0K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 403 | $97.0K | 0.04% | −822−67.1% | Reduced |
| Wealth Quarterback LLC | 409 | $99.0K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 411 | $99.0K | 0.03% | +48+13.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 425 | $102.0K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 435 | $104.0K | 0.06% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 440 | $106.0K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 443 | $106.0K | 0.01% | +443 | New |
| Stonebridge Financial Planning Group, LLC | 430 | $109.0K | 0.05% | +25+6.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 461 | $110.0K | 0.01% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 472 | $113.0K | 0.01% | −9,675−95.3% | Reduced |
| Cozad Asset Management Inc | 480 | $115.0K | 0.02% | +480 | New |
| Meridian Wealth Partners, LLC | 484 | $116.0K | 0.02% | +484 | New |
| Evoke Wealth, LLC | 495 | $118.0K | 0.00% | +270+120.0% | Added |
| Baldwin Brothers Inc | 523 | $125.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 522 | $125.0K | 0.03% | +22+4.4% | Added |
| Carroll Financial Associates, Inc. | 575 | $137.0K | 0.01% | +57+11.0% | Added |
| Shay Capital LLC | 591 | $142.0K | 0.05% | +591 | New |
| Pinnacle Holdings, LLC | 594 | $142.5K | 0.06% | +594 | New |
| SOA Wealth Advisors, LLC. | 618 | $148.0K | 0.04% | +180+41.1% | Added |
| BDO Wealth Advisors, LLC | 635 | $152.0K | 0.02% | +35+5.8% | Added |
| AGF Investments LLC | 636 | $153.0K | 0.02% | +187+41.6% | Added |
| Massmutual Trust Co FSB | 667 | $160.0K | 0.01% | +40+6.4% | Added |
| Whittier Trust Co | 668 | $160.0K | 0.00% | +668 | New |
| Optimum Investment Advisors | 672 | $161.0K | 0.07% | +197+41.5% | Added |
| Regency Capital Management Inc. | 673 | $161.0K | 0.11% | +653+3,265.0% | Added |
| Atwood & Palmer Inc | 700 | $168.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $168.0K | 0.00% | −3,907−84.8% | Reduced |
| Twin Lakes Capital Management, LLC | 723 | $173.0K | 0.10% | −75−9.4% | Reduced |
| Stelac Advisory Services LLC | 743 | $178.0K | 0.05% | −1,922−72.1% | Reduced |
| EMC Capital Management | 700 | $178.0K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 782 | $188.0K | 0.07% | −241−23.6% | Reduced |
| Guidance Point Advisors, LLC | 784 | $188.0K | 0.07% | +784 | New |
| First Pacific Advisors, LP | 790 | $189.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 800 | $192.0K | 0.17% | 00.0% | Unchanged |
| Proequities, Inc. | 832 | $200.0K | 0.01% | +42+5.3% | Added |
| Hall Private Wealth Advisors | 841 | $202.0K | 0.13% | −506−37.6% | Reduced |
| Wedgewood Investors Inc | 845 | $203.0K | 0.26% | 00.0% | Unchanged |
| Little House Capital LLC | 845 | $203.0K | 0.12% | −2−0.2% | Reduced |
| Platform Technology Partners | 851 | $204.0K | 0.09% | −260−23.4% | Reduced |
| Stephens Investment Management Group LLC | 856 | $205.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 853 | $205.0K | 0.03% | +72+9.2% | Added |