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 |
|---|---|---|---|---|---|
| Woodward Diversified Capital, LLC | 1,151 | $276.0K | 0.17% | +46+4.2% | Added |
| Plancorp, LLC | 1,150 | $276.0K | 0.02% | +50+4.5% | Added |
| Synergy Financial Management, LLC | 1,156 | $277.0K | 0.06% | −507−30.5% | Reduced |
| Proficio Capital Partners LLC | 1,155 | $277.0K | 0.04% | +120+11.6% | Added |
| TCG Advisory Services, LLC | 1,160 | $278.0K | 0.07% | +14+1.2% | Added |
| M&G Investment Management Ltd | 1,157 | $278.0K | 0.00% | +63+5.8% | Added |
| Summit Trail Advisors, LLC | 1,159 | $278.0K | 0.02% | +188+19.4% | Added |
| Professional Financial Advisors, LLC | 1,160 | $278.0K | 0.16% | +1,160 | New |
| NuWave Investment Management, LLC | 1,177 | $282.0K | 0.32% | +1,148+3,958.6% | Added |
| Bordeaux Wealth Advisors LLC | 1,181 | $283.0K | 0.16% | −188−13.7% | Reduced |
| O'Dell Group, LLC | 1,193 | $286.0K | 0.09% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 1,190 | $286.0K | 0.08% | +367+44.6% | Added |
| BBVA USA | 1,197 | $287.0K | 0.02% | −927−43.6% | Reduced |
| Good Life Advisors, LLC | 1,199 | $288.0K | 0.04% | −64−5.1% | Reduced |
| Boston Trust Walden Corp | 1,200 | $288.0K | 0.00% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 1,207 | $289.0K | 0.05% | −417−25.7% | Reduced |
| One Charles Private Wealth Services, LLC | 1,205 | $289.0K | 0.17% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,215 | $291.0K | 0.04% | −8−0.7% | Reduced |
| First Horizon Advisors, Inc. | 1,228 | $294.0K | 0.01% | −209−14.5% | Reduced |
| Clear Creek Financial Management, LLC | 1,232 | $295.0K | 0.05% | −55−4.3% | Reduced |
| David J Yvars Group | 1,260 | $302.0K | 0.18% | +110+9.6% | Added |
| Allworth Financial LP | 1,260 | $302.0K | 0.01% | +672+114.3% | Added |
| Retirement Planning Group | 1,261 | $302.0K | 0.03% | +1,261 | New |
| Jackson Hole Capital Partners, LLC | 1,260 | $302.0K | 0.10% | +1,260 | New |
| AMG National Trust Bank | 1,263 | $303.0K | 0.01% | −71−5.3% | Reduced |
| American National Bank | 1,262 | $303.0K | 0.07% | 00.0% | Unchanged |
| JB Capital LLC | 1,271 | $305.0K | 0.04% | +1,271 | New |
| Lindbrook Capital, LLC | 1,293 | $310.0K | 0.08% | +26+2.1% | Added |
| PFG Advisors | 1,299 | $312.0K | 0.04% | −8−0.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,300 | $312.0K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,305 | $313.0K | 0.02% | +115+9.7% | Added |
| Miracle Mile Advisors, LLC | 1,305 | $313.0K | 0.02% | +177+15.7% | Added |
| Boston Private Wealth LLC | 1,304 | $313.0K | 0.00% | +291+28.7% | Added |
| Kings Point Capital Management | 1,318 | $316.0K | 0.03% | −3−0.2% | Reduced |
| Papp L Roy & Associates | 1,320 | $317.0K | 0.04% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,323 | $317.0K | 0.04% | +157+13.5% | Added |
| SFMG, LLC | 1,334 | $320.0K | 0.04% | +205+18.2% | Added |
| Anchor Investment Management, LLC | 1,336 | $320.4K | 0.04% | +147+12.4% | Added |
| DeDora Capital, Inc. | 1,337 | $321.0K | 0.14% | +1,337 | New |
| Transcend Wealth Collective, LLC | 1,221 | $322.0K | 0.03% | −18−1.5% | Reduced |
| BSW Wealth Partners | 1,347 | $323.0K | 0.09% | +91+7.2% | Added |
| Claret Asset Management Corp | 1,358 | $326.0K | 0.06% | −244−15.2% | Reduced |
| Nwam LLC | 1,359 | $326.0K | 0.03% | +55+4.2% | Added |
| Biltmore Capital Advisors LLC | 1,376 | $330.0K | 0.06% | +516+60.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,382 | $331.0K | 0.03% | +1,382 | New |
| Hollencrest Capital Management | 1,389 | $333.0K | 0.03% | −1,052−43.1% | Reduced |
| Rice Partnership, LLC | 1,394 | $334.0K | 0.11% | +34+2.5% | Added |
| NovaPoint Capital, LLC | 1,392 | $334.0K | 0.13% | +37+2.7% | Added |
| Harbor Financial Services, LLC | 1,392 | $334.0K | 0.15% | +327+30.7% | Added |
| Sciencast Management LP | 1,381 | $336.0K | 0.10% | −2,372−63.2% | Reduced |
| Arlington Financial Advisors, LLC | 1,400 | $336.0K | 0.13% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,403 | $336.0K | 0.29% | +50+3.7% | Added |
| Garde Capital, Inc. | 1,399 | $336.0K | 0.03% | +59+4.4% | Added |
| Huntington National Bank | 1,401 | $336.0K | 0.00% | +88+6.7% | Added |
| Penserra Capital Management LLC | 1,412 | $337.0K | 0.01% | −9,766−87.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 1,413 | $339.0K | 0.07% | +163+13.0% | Added |
| 9258 Wealth Management, LLC | 1,417 | $340.0K | 0.09% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,416 | $340.0K | 0.06% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,421 | $341.0K | 0.21% | – | – |
| Ironwood Investment Counsel, LLC | 1,430 | $342.0K | 0.09% | +297+26.2% | Added |
| Apriem Advisors | 1,430 | $343.0K | 0.05% | −403−22.0% | Reduced |
| Wealthspire Advisors, LLC | 1,431 | $343.0K | 0.01% | +1,431 | New |
| MJP Associates Inc | 1,434 | $344.0K | 0.12% | +1,434 | New |
| Vicus Capital | 1,446 | $347.0K | 0.06% | −25−1.7% | Reduced |
| Resolute Partners Group | 1,446 | $347.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,450 | $348.0K | 0.01% | 00.0% | Unchanged |
| Hayden Royal, LLC | 1,455 | $349.0K | 0.57% | −383−20.8% | Reduced |
| Peapack Gladstone Financial Corp | 1,456 | $349.0K | 0.01% | +1,456 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,470 | $353.0K | 0.15% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,476 | $354.0K | 0.26% | +81+5.8% | Added |
| Precision Wealth Strategies, LLC | 1,476 | $354.0K | 0.27% | +354+31.6% | Added |
| Indie Asset Partners, LLC | 1,480 | $355.0K | 0.29% | −50−3.3% | Reduced |
| Keel Point, LLC | 1,480 | $355.0K | 0.05% | +124+9.1% | Added |
| Morris Retirement Advisors, LLC | 1,485 | $356.0K | 0.30% | +2+0.1% | Added |
| IVC Wealth Advisors LLC | 1,484 | $356.0K | 0.25% | +100+7.2% | Added |
| Cooper Financial Group | 1,491 | $358.0K | 0.07% | −239−13.8% | Reduced |
| Ballentine Partners, LLC | 1,490 | $358.0K | 0.01% | +106+7.7% | Added |
| HBK Investments L P | 1,493 | $358.0K | 0.01% | +1,493 | New |
| Executive Wealth Group LLC | 1,500 | $359.8K | 0.22% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 1,503 | $360.0K | 0.13% | −1,585−51.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,500 | $360.0K | 0.13% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,500 | $360.0K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,503 | $360.0K | 0.10% | +53+3.7% | Added |
| San Luis Wealth Advisors LLC | 1,508 | $362.0K | 0.20% | +1,508 | New |
| Advisory Resource Group | 1,542 | $370.0K | 0.14% | +19+1.2% | Added |
| Quadrant Capital Group LLC | 1,542 | $370.0K | 0.05% | +165+12.0% | Added |
| IFG Advisory, LLC | 1,543 | $370.0K | 0.04% | +293+23.4% | Added |
| First Heartland Consultants, Inc. | 1,546 | $371.0K | 0.06% | −246−13.7% | Reduced |
| Moser Wealth Advisors, LLC | 1,547 | $371.0K | 0.24% | +1,196+340.7% | Added |
| Howard Capital Management Group, LLC | 1,558 | $374.0K | 0.03% | +58+3.9% | Added |
| Cookson Peirce & Co Inc | 1,570 | $377.0K | 0.02% | −400−20.3% | Reduced |
| Beaton Management Co. Inc. | 1,575 | $378.0K | 0.25% | +25+1.6% | Added |
| Sovereign Financial Group, Inc. | 1,586 | $380.0K | 0.22% | +1,586 | New |
| EP Wealth Advisors, LLC | 1,596 | $383.0K | 0.01% | +53+3.4% | Added |
| Colony Group LLC | 1,598 | $383.0K | 0.01% | +400+33.4% | Added |
| Wesbanco Bank Inc | 1,600 | $383.0K | 0.01% | +715+80.8% | Added |
| Pictet North America Advisors SA | 1,611 | $386.0K | 0.04% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,609 | $386.0K | 0.06% | 00.0% | Unchanged |
| SFE Investment Counsel | 1,612 | $387.0K | 0.11% | +50+3.2% | Added |
| Encompass Wealth Advisors, LLC | 1,619 | $388.0K | 0.10% | +40+2.5% | Added |