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, 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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,625 | $390.0K | 0.03% | +10+0.6% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 1,637 | $392.0K | 0.05% | +143+9.6% | Added |
| Ropes Wealth Advisors LLC | 1,634 | $392.0K | 0.06% | +530+48.0% | Added |
| Regions Financial Corp | 1,641 | $394.0K | 0.00% | +428+35.3% | Added |
| Zuckerman Investment Group, LLC | 1,655 | $397.0K | 0.07% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,659 | $398.0K | 0.06% | +98+6.3% | Added |
| Advisory Research Inc | 1,660 | $398.0K | 0.03% | +185+12.5% | Added |
| Krilogy Financial LLC | 1,661 | $398.0K | 0.04% | +439+35.9% | Added |
| Draper Asset Management, LLC | 1,662 | $399.0K | 0.38% | +176+11.8% | Added |
| Sound View Wealth Advisors Group, LLC | 1,666 | $400.0K | 0.08% | +12+0.7% | Added |
| Gsa Capital Partners LLP | 1,666 | $400.0K | 0.04% | +772+86.4% | Added |
| Claro Advisors LLC | 1,678 | $402.0K | 0.17% | +30+1.8% | Added |
| Comerica Securities,inc. | 1,691 | $406.0K | 0.03% | +155+10.1% | Added |
| Clark Capital Management Group, Inc. | 1,699 | $407.0K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,696 | $407.0K | 0.01% | +30+1.8% | Added |
| ProShare Advisors LLC | 1,704 | $409.0K | 0.00% | −1,048−38.1% | Reduced |
| Novare Capital Management LLC | 1,719 | $412.0K | 0.05% | +4+0.2% | Added |
| Mission Wealth Management, LP | 1,723 | $413.0K | 0.02% | +675+64.4% | Added |
| Summit Financial, LLC | 1,726 | $414.0K | 0.04% | +1,726 | New |
| Elite Wealth Management, Inc. | 1,728 | $414.0K | 0.19% | +13+0.8% | Added |
| Capital Investment Advisors, LLC | 1,729 | $415.0K | 0.01% | +399+30.0% | Added |
| Zions Bancorporation, N.A. | 1,736 | $416.0K | 0.04% | +208+13.6% | Added |
| Visionary Wealth Advisors | 1,744 | $418.0K | 0.04% | +177+11.3% | Added |
| Hudock, Inc. | 1,749 | $419.0K | 0.13% | −40−2.2% | Reduced |
| Chatham Capital Group, Inc. | 1,752 | $420.0K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,764 | $423.0K | 0.08% | +1,398+382.0% | Added |
| Pacific Global Investment Management CO | 1,778 | $426.0K | 0.09% | −20−1.1% | Reduced |
| Financial Perspectives, Inc | 1,779 | $426.7K | 0.21% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,784 | $427.0K | 0.05% | −75−4.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 1,787 | $429.0K | 0.15% | +202+12.7% | Added |
| Barings LLC | 1,791 | $430.0K | 0.01% | −1,319−42.4% | Reduced |
| Paradigm Asset Management Co LLC | 1,800 | $431.7K | 0.12% | −200−10.0% | Reduced |
| Oarsman Capital, Inc. | 1,819 | $436.0K | 0.18% | +21+1.2% | Added |
| Mid Atlantic Financial Management Inc | 1,823 | $437.0K | 0.03% | +725+66.0% | Added |
| BTC Capital Management, Inc. | 1,840 | $440.0K | 0.05% | −20−1.1% | Reduced |
| Sterling Manor Financial, LLC | 1,835 | $440.0K | 0.37% | +3+0.2% | Added |
| S. R. Schill & Associates | 1,846 | $443.0K | 0.19% | +1,846 | New |
| Kemnay Advisory Services Inc. | 1,887 | $453.0K | 0.06% | +1,887 | New |
| Greenleaf Trust | 1,893 | $454.0K | 0.01% | +26+1.4% | Added |
| Lineweaver Wealth Advisors, LLC | 1,903 | $456.0K | 0.14% | +225+13.4% | Added |
| Private Capital Group, LLC | 1,913 | $459.0K | 0.10% | −13−0.7% | Reduced |
| Sandbox Financial Partners, LLC | 1,919 | $460.0K | 0.33% | −6−0.3% | Reduced |
| Grassi Investment Management | 1,931 | $463.0K | 0.05% | +1,000+107.4% | Added |
| WealthPLAN Partners, LLC | 2,456 | $465.0K | 0.03% | −30−1.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,948 | $467.0K | 0.06% | −3,998−67.2% | Reduced |
| Aperture Investors, LLC | 1,964 | $471.0K | 0.06% | +1,964 | New |
| Pinnacle Wealth Management Group, Inc. | 1,969 | $472.0K | 0.35% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 1,977 | $474.0K | 0.03% | +102+5.4% | Added |
| Checchi Capital Advisers, LLC | 1,981 | $475.0K | 0.06% | −542−21.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,986 | $476.0K | 0.02% | +202+11.3% | Added |
| Regentatlantic Capital LLC | 1,988 | $477.0K | 0.01% | +260+15.0% | Added |
| Ritholtz Wealth Management | 1,989 | $477.0K | 0.03% | +572+40.4% | Added |
| Codex Capital, L.L.C. | 2,000 | $478.0K | 0.26% | −1,000−33.3% | Reduced |
| Greytown Advisors Inc. | 1,995 | $478.0K | 0.21% | +19+1.0% | Added |
| PAX Financial Group, LLC | 1,992 | $478.0K | 0.12% | +242+13.8% | Added |
| Archetype Wealth Partners | 2,000 | $480.0K | 0.16% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,000 | $480.0K | 0.09% | +139+7.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,000 | $480.0K | 0.01% | +2,000 | New |
| Magnus Financial Group LLC | 2,006 | $481.0K | 0.10% | +140+7.5% | Added |
| Oder Investment Management, LLC | 2,019 | $484.0K | 0.71% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 2,020 | $485.0K | 0.00% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,024 | $485.4K | 0.28% | −30−1.5% | Reduced |
| Willow Creek Wealth Management Inc. | 2,027 | $486.0K | 0.11% | −137−6.3% | Reduced |
| Ellevest, Inc. | 2,029 | $487.0K | 0.05% | +98+5.1% | Added |
| Adell Harriman & Carpenter Inc | 2,035 | $488.1K | 0.05% | −245−10.7% | Reduced |
| Spearhead Capital Advisors, LLC | 2,038 | $489.0K | 0.07% | +99+5.1% | Added |
| Clarius Group, LLC | 2,042 | $490.0K | 0.04% | +20+1.0% | Added |
| Evolution Wealth Advisors, LLC | 2,044 | $490.0K | 0.11% | +1,093+114.9% | Added |
| Baker Tilly Wealth Management, LLC | 2,064 | $495.0K | 0.07% | +558+37.1% | Added |
| Vivid Financial Management, Inc. | 2,069 | $496.0K | 0.20% | −10−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 2,070 | $496.0K | 0.06% | +383+22.7% | Added |
| TrinityPoint Wealth, LLC | 2,069 | $496.0K | 0.09% | +654+46.2% | Added |
| Calton & Associates, Inc. | 2,075 | $497.0K | 0.11% | +409+24.5% | Added |
| Lake Street Financial LLC | 2,083 | $500.0K | 0.12% | +49+2.4% | Added |
| Chicago Partners Investment Group LLC | 2,218 | $502.0K | 0.04% | +637+40.3% | Added |
| Focused Wealth Management, Inc | 2,098 | $503.0K | 0.08% | −112−5.1% | Reduced |
| Prio Wealth Limited Partnership | 2,130 | $511.0K | 0.02% | 00.0% | Unchanged |
| United Maritime Capital LLC | 2,150 | $516.0K | 0.57% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 2,160 | $518.0K | 0.12% | 00.0% | Unchanged |
| ACG Wealth | 2,168 | $520.0K | 0.07% | +167+8.3% | Added |
| TRUE Private Wealth Advisors | 2,184 | $523.0K | 0.08% | +348+19.0% | Added |
| Solstein Capital, LLC | 2,194 | $526.0K | 0.31% | +1,494+213.4% | Added |
| Avantax Planning Partners, Inc. | 2,203 | $528.0K | 0.02% | +2,203 | New |
| Mayflower Financial Advisors, LLC | 2,093 | $532.0K | 0.07% | +28+1.4% | Added |
| Cypress Wealth Services, LLC | 2,224 | $533.0K | 0.16% | −1,158−34.2% | Reduced |
| HITE Hedge Asset Management LLC | 2,227 | $534.0K | 0.07% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,232 | $535.0K | 0.03% | +2,232 | New |
| McRae Capital Management Inc | 2,235 | $536.0K | 0.12% | +2,235 | New |
| Accel Wealth Management | 2,240 | $537.0K | 0.35% | −35−1.5% | Reduced |
| Oxbow Advisors, LLC | 2,250 | $540.0K | 0.05% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,254 | $541.0K | 0.09% | −1,200−34.7% | Reduced |
| Mirador Capital Partners LP | 2,258 | $542.0K | 0.12% | −13−0.6% | Reduced |
| Dakota Wealth Management | 2,258 | $542.0K | 0.06% | +2,258 | New |
| Equitable Trust Co | 2,281 | $547.0K | 0.03% | −165−6.7% | Reduced |
| Nkcfo LLC | 2,280 | $547.0K | 0.18% | +950+71.4% | Added |
| Global Retirement Partners, LLC | 2,291 | $549.0K | 0.05% | −45−1.9% | Reduced |
| Doyle Wealth Management | 2,290 | $549.0K | 0.04% | +200+9.6% | Added |
| Susquehanna International Group Ltd. | 2,293 | $550.0K | 0.13% | +2,293 | New |
| Pekin Hardy Strauss, Inc. | 2,300 | $552.0K | 0.08% | +300+15.0% | Added |
| Venture Visionary Partners LLC | 2,318 | $555.0K | 0.04% | 00.0% | Unchanged |