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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 2,313 | $555.0K | 0.03% | +607+35.6% | Added |
| RFG Advisory, LLC | 2,343 | $562.0K | 0.05% | −69−2.9% | Reduced |
| Bard Financial Services, Inc. | 2,355 | $565.0K | 0.05% | −50−2.1% | Reduced |
| Trustcore Financial Services, LLC | 2,371 | $569.0K | 0.06% | +50+2.2% | Added |
| CRA Financial Services, LLC | 2,385 | $572.0K | 0.19% | +60+2.6% | Added |
| Sand Hill Global Advisors, LLC | 2,394 | $574.0K | 0.03% | −118−4.7% | Reduced |
| Qtron Investments LLC | 2,413 | $579.0K | 0.16% | −469−16.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,444 | $579.0K | 0.23% | +759+45.0% | Added |
| Kore Private Wealth LLC | 2,417 | $580.0K | 0.06% | +396+19.6% | Added |
| Cornerstone Wealth Group, LLC | 2,431 | $583.0K | 0.10% | +96+4.1% | Added |
| Tortoise Index Solutions, LLC | 2,440 | $585.0K | 0.14% | −474−16.3% | Reduced |
| Howland Capital Management LLC | 2,460 | $590.0K | 0.03% | −220−8.2% | Reduced |
| Neville Rodie & Shaw Inc | 2,460 | $590.0K | 0.05% | +2,460 | New |
| Wolff Wiese Magana LLC | 2,463 | $591.0K | 0.42% | +57+2.4% | Added |
| Archford Capital Strategies, LLC | 2,475 | $594.0K | 0.14% | +56+2.3% | Added |
| Octavia Wealth Advisors, LLC | 2,483 | $595.0K | 0.15% | +225+10.0% | Added |
| Epiq Partners, LLC | 2,500 | $600.0K | 0.28% | +100+4.2% | Added |
| City Holding Co | 2,540 | $609.0K | 0.10% | +2,520+12,600.0% | Added |
| Koshinski Asset Management, Inc. | 2,548 | $611.1K | 0.05% | +846+49.7% | Added |
| Traynor Capital Management, Inc. | 2,556 | $613.0K | 0.08% | +125+5.1% | Added |
| Procyon Private Wealth Partners, LLC | 2,570 | $616.0K | 0.16% | +90+3.6% | Added |
| Clear Perspective Advisors, LLC | 2,582 | $619.0K | 0.21% | −74−2.8% | Reduced |
| Bayesian Capital Management, LP | 2,581 | $619.0K | 0.18% | +2,581 | New |
| Intersect Capital LLC | 2,583 | $620.0K | 0.11% | −167−6.1% | Reduced |
| Derbend Asset Management | 2,624 | $629.0K | 0.59% | +250+10.5% | Added |
| Partners Group Holding AG | 2,633 | $631.0K | 0.04% | +2,633 | New |
| Benedetti & Gucer, Inc. | 2,644 | $634.0K | 0.48% | +670+33.9% | Added |
| Arnhold LLC | 2,651 | $636.0K | 0.07% | +105+4.1% | Added |
| Rosenberg Matthew Hamilton | 2,661 | $638.0K | 0.25% | −32−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 2,665 | $639.0K | 0.01% | −50−1.8% | Reduced |
| Invictus RG | 2,685 | $644.0K | 7.23% | +2,685 | New |
| WESPAC Advisors SoCal, LLC | 2,737 | $646.0K | 0.21% | +80+3.0% | Added |
| EPIQ Capital Group, LLC | 2,701 | $648.0K | 0.07% | +2,701 | New |
| Catalyst Private Wealth, LLC | 2,707 | $649.0K | 0.28% | +13+0.5% | Added |
| Profund Advisors LLC | 2,711 | $650.0K | 0.02% | +55+2.1% | Added |
| Telemus Capital, LLC | 2,726 | $654.0K | 0.06% | +1,098+67.4% | Added |
| Financial Architects, Inc | 2,740 | $657.0K | 0.10% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,786 | $668.0K | 0.10% | +740+36.2% | Added |
| Asset Dedication, LLC | 2,796 | $669.0K | 0.09% | +216+8.4% | Added |
| CNB Bank | 2,809 | $674.0K | 0.40% | +837+42.4% | Added |
| Guardian Capital LP | 2,818 | $676.0K | 0.01% | +2,818 | New |
| Valeo Financial Advisors, LLC | 2,840 | $681.0K | 0.04% | +130+4.8% | Added |
| Sheets Smith Wealth Management | 2,906 | $697.0K | 0.09% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,909 | $698.0K | 0.06% | +336+13.1% | Added |
| Cigna Investments Inc | 2,913 | $699.0K | 0.05% | −36−1.2% | Reduced |
| FinTrust Capital Advisors, LLC | 2,912 | $699.0K | 0.19% | +2,616+883.8% | Added |
| Fulcrum Asset Management LLP | – | $703.0K | 0.35% | – | – |
| Tiedemann Advisors, LLC | 2,941 | $705.0K | 0.04% | −2,492−45.9% | Reduced |
| Harvest Fund Management Co., Ltd | 2,952 | $707.0K | 0.16% | −340−10.3% | Reduced |
| MAI Capital Management | 2,947 | $707.0K | 0.01% | +301+11.4% | Added |
| Hanseatic Management Services Inc | 2,953 | $708.0K | 1.23% | +209+7.6% | Added |
| Capital Wealth Alliance, LLC | 2,871 | $714.0K | 0.43% | −28−1.0% | Reduced |
| Eudaimonia Partners, LLC | 2,986 | $716.0K | 0.13% | +317+11.9% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 2,992 | $717.0K | 0.42% | −600−16.7% | Reduced |
| Sovarnum Capital L.P. | 3,000 | $720.0K | 0.68% | −750−20.0% | Reduced |
| RBF Capital, LLC | 3,000 | $720.0K | 0.04% | 00.0% | Unchanged |
| Matisse Capital | 3,000 | $720.0K | 0.26% | 00.0% | Unchanged |
| Trellus Management Company, LLC | 3,000 | $720.0K | 0.64% | +3,000 | New |
| Van Hulzen Asset Management, LLC | 3,008 | $721.0K | 0.11% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 3,012 | $722.0K | 0.40% | 00.0% | Unchanged |
| Resource Management, LLC | 3,017 | $724.0K | 0.08% | +632+26.5% | Added |
| Fulton Breakefield Broenniman LLC | 3,024 | $725.0K | 0.06% | −156−4.9% | Reduced |
| V Wealth Advisors LLC | 3,035 | $728.0K | 0.11% | +244+8.7% | Added |
| Chicago Trust Co NA | 3,040 | $729.0K | 0.16% | +1,915+170.2% | Added |
| WJ Wealth Management, LLC | 3,045 | $731.0K | 0.49% | +89+3.0% | Added |
| Prelude Capital Management, LLC | 3,051 | $732.0K | 0.04% | −7,103−70.0% | Reduced |
| XR Securities LLC | 3,056 | $733.0K | 0.67% | −3,855−55.8% | Reduced |
| Donaldson Capital Management, LLC | 3,060 | $734.0K | 0.04% | +1,594+108.7% | Added |
| Kozak & Associates, Inc. | 3,171 | $739.0K | 0.44% | +3,171 | New |
| Truepoint, Inc. | 3,100 | $744.0K | 0.04% | +3,100 | New |
| Focus Financial Network, Inc. | 3,120 | $748.3K | 0.10% | +198+6.8% | Added |
| Silvercrest Asset Management Group LLC | 3,128 | $750.0K | 0.01% | −517−14.2% | Reduced |
| Scholtz & Company, LLC | 3,132 | $751.0K | 0.27% | +43+1.4% | Added |
| Patriot Investment Management Inc. | 3,142 | $753.0K | 0.07% | −28−0.9% | Reduced |
| Optimal Asset Management, Inc. | 3,161 | $758.0K | 0.09% | +4+0.1% | Added |
| Stratos Wealth Advisors, LLC | 3,165 | $759.0K | 0.06% | −118−3.6% | Reduced |
| Pittenger & Anderson Inc | 3,170 | $760.0K | 0.04% | +525+19.8% | Added |
| Moneta Group Investment Advisors LLC | 3,190 | $765.0K | 0.04% | +487+18.0% | Added |
| Cornerstone Wealth Management, LLC | 3,196 | $767.0K | 0.08% | +14+0.4% | Added |
| Laidlaw Wealth Management LLC | 3,218 | $772.0K | 0.20% | +810+33.6% | Added |
| JT Stratford LLC | 3,222 | $773.0K | 0.24% | +3,222 | New |
| WP Advisors, LLC | 3,241 | $777.0K | 0.32% | 00.0% | Unchanged |
| Coastline Trust Co | 3,258 | $781.0K | 0.10% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,264 | $783.0K | 0.04% | +720+28.3% | Added |
| Seeyond | 3,282 | $787.0K | 0.08% | +2,674+439.8% | Added |
| Field & Main Bank | 3,298 | $791.0K | 0.52% | −80−2.4% | Reduced |
| Menard Financial Group LLC | 3,298 | $791.0K | 0.69% | +162+5.2% | Added |
| Next Capital Management LLC | 3,305 | $793.0K | 0.58% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 3,317 | $794.0K | 0.71% | +69+2.1% | Added |
| Alpha Cubed Investments, LLC | 3,351 | $804.0K | 0.06% | −1,106−24.8% | Reduced |
| CSS LLC | 3,391 | $813.0K | 0.04% | +3,391 | New |
| Tiger Eye Capital LLC | 3,418 | $820.0K | 0.32% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 3,426 | $822.0K | 0.04% | −170−4.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,432 | $823.0K | 0.04% | +3,432 | New |
| Ameritas Investment Company, LLC | 3,436 | $824.0K | 0.04% | +886+34.7% | Added |
| Swiss Life Asset Management Ltd | 3,440 | $825.0K | 0.01% | −8,865−72.0% | Reduced |
| Decatur Capital Management, Inc. | 3,450 | $827.0K | 0.55% | −4,075−54.2% | Reduced |
| York Capital Management Global Advisors, LLC | 3,475 | $833.0K | 0.11% | −13,676−79.7% | Reduced |
| Asset Management Corp | 3,475 | $833.0K | 0.52% | −1,110−24.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,484 | $836.0K | 0.08% | −693−16.6% | Reduced |