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 |
|---|---|---|---|---|---|
| GenTrust, LLC | 860 | $206.0K | 0.02% | −100−10.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 860 | $206.0K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 859 | $206.0K | 0.01% | +4+0.5% | Added |
| State of Wyoming | 863 | $207.0K | 0.13% | −169−16.4% | Reduced |
| Brouwer & Janachowski, LLC | 861 | $207.0K | 0.04% | +10+1.2% | Added |
| Cary Street Partner Investment Advisory LLC | 862 | $207.0K | 0.07% | +50+6.2% | Added |
| ICONIQ Capital, LLC | 871 | $208.0K | 0.00% | −89−9.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 870 | $209.0K | 0.07% | −20−2.2% | Reduced |
| Fieldpoint Private Securities, LLC | 874 | $210.0K | 0.05% | −15−1.7% | Reduced |
| Busey Wealth Management | 874 | $210.0K | 0.01% | +874 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 893 | $214.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 897 | $215.0K | 0.00% | −20−2.2% | Reduced |
| Capital Advisors, Ltd. LLC | 900 | $216.0K | 0.04% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 902 | $216.0K | 0.05% | +36+4.2% | Added |
| Pensionmark Financial Group, LLC | 904 | $217.0K | 0.05% | +43+5.0% | Added |
| Circle Wealth Management, LLC | 906 | $217.0K | 0.03% | +74+8.9% | Added |
| SkyView Investment Advisors, LLC | 908 | $218.0K | 0.06% | −250−21.6% | Reduced |
| Fundamentun, LLC | 908 | $218.0K | 0.04% | +908 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 913 | $219.0K | 0.13% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 915 | $219.5K | 0.14% | +15+1.7% | Added |
| Quad-Cities Investment Group, LLC | 920 | $221.0K | 0.15% | +920 | New |
| Advisor Resource Council | 927 | $222.0K | 0.07% | −796−46.2% | Reduced |
| Merit Financial Group, LLC | 926 | $222.0K | 0.02% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 925 | $222.0K | 0.03% | +925 | New |
| Conservest Capital Advisors, Inc. | 936 | $224.0K | 0.03% | +86+10.1% | Added |
| Intrinsic Edge Capital Management LLC | 940 | $225.0K | 0.02% | −9,060−90.6% | Reduced |
| MONECO Advisors, LLC | 940 | $225.0K | 0.09% | +940 | New |
| Enterprise Financial Services Corp | 942 | $226.0K | 0.03% | +146+18.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 947 | $227.0K | 0.07% | +947 | New |
| Collective Family Office LLC | 949 | $228.0K | 0.10% | 00.0% | Unchanged |
| Manchester Financial Inc | 950 | $228.0K | 0.09% | +40+4.4% | Added |
| Awm Capital, LLC | 1,000 | $230.0K | 0.17% | +1,000 | New |
| Franklin Street Advisors Inc | 967 | $232.0K | 0.02% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 971 | $233.0K | 0.06% | −42−4.1% | Reduced |
| Cornerstone Advisory, LLC | 970 | $233.0K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 975 | $234.0K | 0.01% | −69−6.6% | Reduced |
| Canvas Wealth Advisors, LLC | 980 | $235.0K | 0.10% | +980 | New |
| Headinvest, LLC | 988 | $237.0K | 0.04% | −360−26.7% | Reduced |
| Montag A & Associates Inc | 992 | $238.0K | 0.01% | +54+5.8% | Added |
| Summit X, LLC | 974 | $239.0K | 0.06% | +53+5.8% | Added |
| Wealth Advisory Solutions, LLC | 1,000 | $240.0K | 0.05% | −22−2.2% | Reduced |
| Bell Bank | 1,000 | $240.0K | 0.03% | −17−1.7% | Reduced |
| Mackay Shields LLC | 1,000 | $240.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,000 | $240.0K | 0.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,000 | $240.0K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,000 | $240.0K | 0.06% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $240.0K | 0.17% | 0 | Unchanged |
| Mairs & Power Inc | 1,000 | $240.0K | 0.00% | +1,000 | New |
| Grandfield & Dodd, LLC | 1,000 | $240.0K | 0.02% | +1,000 | New |
| Boltwood Capital Management | 1,000 | $240.0K | 0.10% | +1,000 | New |
| Sassicaia Capital Advisers LLC | 1,000 | $240.0K | 0.68% | +1,000 | New |
| Regent Peak Wealth Advisors LLC | 1,004 | $241.0K | 0.07% | −1−0.1% | Reduced |
| Glassman Wealth Services | 1,015 | $243.0K | 0.05% | +61+6.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 1,019 | $244.0K | 0.06% | −7,883−88.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 1,018 | $244.0K | 0.06% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,020 | $245.0K | 0.01% | −86,088−98.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,022 | $245.0K | 0.03% | −1,018−49.9% | Reduced |
| First Midwest Bank Trust Division | 1,025 | $246.0K | 0.04% | −10−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,024 | $246.0K | 0.01% | +157+18.1% | Added |
| YHB Investment Advisors, Inc. | 1,030 | $247.0K | 0.02% | +107+11.6% | Added |
| CPWM, LLC | 1,036 | $248.0K | 0.02% | +2+0.2% | Added |
| Washington Trust Co | 1,040 | $250.0K | 0.01% | +19+1.9% | Added |
| TSFG, LLC | 1,044 | $250.0K | 0.10% | +36+3.6% | Added |
| Verity Asset Management, Inc. | 1,054 | $253.0K | 0.16% | −74−6.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,055 | $253.0K | 0.01% | −50−4.5% | Reduced |
| SkyOak Wealth, LLC | 1,053 | $253.0K | 0.07% | +25+2.4% | Added |
| Sicart Associates LLC | 1,060 | $254.0K | 0.07% | −700−39.8% | Reduced |
| Great Lakes Advisors, LLC | 1,061 | $254.0K | 0.00% | −105−9.0% | Reduced |
| Centerpoint Advisors, LLC | 1,060 | $254.0K | 0.12% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,060 | $254.0K | 0.02% | +1,060 | New |
| Systematic Alpha Investments, LLC | 1,000 | $255.0K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,064 | $255.0K | 0.01% | −6−0.6% | Reduced |
| TownSquare Capital, LLC | 1,062 | $255.0K | 0.01% | +25+2.4% | Added |
| Evercore Wealth Management, LLC | 1,066 | $256.0K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,075 | $257.0K | 0.11% | 00.0% | Unchanged |
| HM Payson & Co | 1,075 | $258.0K | 0.01% | +375+53.6% | Added |
| Keystone Financial Group | 1,078 | $259.0K | 0.05% | +1,078 | New |
| Accurate Wealth Management, LLC | 1,080 | $260.0K | 0.23% | +18+1.7% | Added |
| Financial Management Network Inc | 1,147 | $260.0K | 0.13% | +100+9.6% | Added |
| Atticus Wealth Management, LLC | 1,082 | $260.0K | 0.11% | +56+5.5% | Added |
| Navalign, LLC | 1,089 | $261.0K | 0.11% | −30−2.7% | Reduced |
| Karp Capital Management Corp | 1,090 | $261.0K | 0.04% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,089 | $261.0K | 0.09% | +49+4.7% | Added |
| Arrow Financial Corp | 1,089 | $261.0K | 0.03% | +979+890.0% | Added |
| Creative Financial Designs Inc | 1,092 | $262.0K | 0.04% | −56−4.9% | Reduced |
| Continuum Advisory, LLC | 1,098 | $263.0K | 0.07% | +1,098 | New |
| Girard Partners Ltd. | 1,101 | $264.0K | 0.03% | −120−9.8% | Reduced |
| Waters Parkerson & Co., LLC | 1,100 | $264.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,100 | $264.0K | 0.20% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,100 | $264.0K | 0.00% | +201+22.4% | Added |
| Prestige Wealth Management Group LLC | 1,110 | $266.0K | 0.07% | +1,110 | New |
| Rehmann Capital Advisory Group | 1,113 | $266.9K | 0.03% | −24−2.1% | Reduced |
| Main Street Financial Solutions, LLC | 1,118 | $268.0K | 0.04% | +239+27.2% | Added |
| Founders Financial Securities LLC | 1,132 | $271.0K | 0.05% | −886−43.9% | Reduced |
| Dorchester Wealth Management Co | 1,135 | $272.0K | 0.07% | −1,115−49.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,136 | $272.0K | 0.11% | −16−1.4% | Reduced |
| Altus Wealth Management, LLC | 1,140 | $273.0K | 0.17% | +160+16.3% | Added |
| HHM Wealth Advisors, LLC | 1,141 | $274.0K | 0.07% | +13+1.2% | Added |
| Arvest Bank Trust Division | 1,151 | $276.0K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,150 | $276.0K | 0.05% | 00.0% | Unchanged |