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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 3,498 | $839.0K | 0.23% | −30−0.9% | Reduced |
| Truvestments Capital LLC | 3,498 | $839.0K | 0.46% | +23+0.7% | Added |
| J Arnold Wealth Management Co | 3,511 | $842.0K | 0.41% | +222+6.7% | Added |
| Juncture Wealth Strategies, LLC | 3,513 | $843.0K | 0.44% | +249+7.6% | Added |
| CAPROCK Group, Inc. | 3,523 | $844.0K | 0.08% | −1,646−31.8% | Reduced |
| Column Capital Advisors, LLC | 3,558 | $853.0K | 0.18% | −85−2.3% | Reduced |
| Centaurus Financial, Inc. | 3,564 | $855.0K | 0.07% | −104−2.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,575 | $857.0K | 0.19% | −170−4.5% | Reduced |
| Wealth Alliance | 3,577 | $858.0K | 0.19% | +33+0.9% | Added |
| Essex Financial Services, Inc. | 3,591 | $861.0K | 0.10% | +2,473+221.2% | Added |
| Pendal Group Limited | 3,614 | $867.0K | 0.01% | +52+1.5% | Added |
| Veritable, L.P. | 3,621 | $868.0K | 0.01% | +79+2.2% | Added |
| Fukoku Mutual Life Insurance Co | 3,660 | $878.0K | 0.07% | +480+15.1% | Added |
| Fulton Bank, N.A. | 3,686 | $884.0K | 0.04% | −381−9.4% | Reduced |
| Abbrea Capital, LLC | 3,713 | $891.0K | 0.13% | +100+2.8% | Added |
| Sompo Asset Management Co., Ltd. | 3,730 | $894.0K | 0.21% | −1,110−22.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,731 | $895.0K | 0.32% | −77−2.0% | Reduced |
| Intrua Financial, LLC | 3,538 | $895.0K | 0.16% | +414+13.3% | Added |
| GPS Wealth Strategies Group, LLC | 3,802 | $912.0K | 0.23% | +43+1.1% | Added |
| Profit Investment Management, LLC | 3,825 | $917.0K | 0.64% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,846 | $922.0K | 0.04% | +16+0.4% | Added |
| RMR Wealth Builders | 3,874 | $929.0K | 0.27% | +228+6.3% | Added |
| Okabena Investment Services Inc | 3,901 | $936.0K | 0.49% | +3,901 | New |
| Tower Research Capital LLC (TRC) | 3,920 | $940.0K | 0.02% | −7,991−67.1% | Reduced |
| Arete Wealth Advisors, LLC | 3,929 | $942.0K | 0.10% | +591+17.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,934 | $944.0K | 0.01% | +182+4.9% | Added |
| Phoenix Wealth Advisors | 3,939 | $945.0K | 0.71% | −883−18.3% | Reduced |
| Signaturefd, LLC | 3,939 | $945.0K | 0.03% | +492+14.3% | Added |
| Roman Butler Fullerton & Co | 3,755 | $947.0K | 0.44% | +22+0.6% | Added |
| Centiva Capital, LP | 3,953 | $948.0K | 0.08% | −7,495−65.5% | Reduced |
| SWS Partners | 3,961 | $950.0K | 0.59% | +76+2.0% | Added |
| Monterey Private Wealth, Inc. | 4,038 | $953.0K | 0.53% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 3,980 | $953.0K | 0.15% | +954+31.5% | Added |
| Schnieders Capital Management LLC | 3,982 | $955.0K | 0.26% | +102+2.6% | Added |
| Charles Schwab Trust Co | 4,000 | $959.0K | 0.19% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4,057 | $973.0K | 0.09% | +27+0.7% | Added |
| HBK Sorce Advisory LLC | 4,057 | $973.0K | 0.05% | +161+4.1% | Added |
| Csenge Advisory Group | 4,087 | $978.0K | 0.08% | +397+10.8% | Added |
| Garner Asset Management Corp | 4,095 | $982.0K | 0.46% | −400−8.9% | Reduced |
| Foundations Investment Advisors, LLC | 4,189 | $989.0K | 0.04% | +1,476+54.4% | Added |
| Exane Derivatives | 4,137 | $992.2K | 0.25% | −249−5.7% | Reduced |
| Executive Wealth Management, LLC | 4,161 | $997.0K | 0.11% | +7+0.2% | Added |
| Comprehensive Financial Management LLC | 41,201 | $1.01M | 0.01% | +41,201 | New |
| Personal Cfo Solutions, LLC | 4,221 | $1.01M | 0.21% | +109+2.7% | Added |
| Exencial Wealth Advisors, LLC | 4,233 | $1.01M | 0.04% | −2,534−37.4% | Reduced |
| Highland Capital Management, LLC | 4,276 | $1.03M | 0.06% | −387−8.3% | Reduced |
| Cerity Partners LLC | 4,282 | $1.03M | 0.02% | +568+15.3% | Added |
| Sepio Capital, LP | 4,291 | $1.03M | 0.09% | +319+8.0% | Added |
| Sawtooth Solutions, LLC | 4,291 | $1.03M | 0.16% | +480+12.6% | Added |
| Thoroughbred Financial Services, LLC | 4,301 | $1.03M | 0.25% | +2,111+96.4% | Added |
| Independent Solutions Wealth Management, LLC | 4,333 | $1.04M | 0.26% | +85+2.0% | Added |
| Redhawk Wealth Advisors, Inc. | 4,344 | $1.04M | 0.29% | +695+19.0% | Added |
| Professional Planning | 4,411 | $1.06M | 0.50% | −13−0.3% | Reduced |
| Freestone Capital Holdings, LLC | 4,441 | $1.06M | 0.05% | +1,691+61.5% | Added |
| Smith, Moore & Co. | 4,444 | $1.07M | 0.16% | +75+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 4,455 | $1.07M | 0.10% | +258+6.1% | Added |
| Castle Rock Wealth Management, LLC | 4,527 | $1.07M | 0.37% | +3,009+198.2% | Added |
| Orion Portfolio Solutions, LLC | 4,483 | $1.07M | 0.04% | +343+8.3% | Added |
| SG3 Management, LLC | 4,500 | $1.08M | 0.38% | +2,500+125.0% | Added |
| Ascendant Capital Management, LLC | 4,500 | $1.08M | 0.82% | +4,500 | New |
| Clearstead Advisors, LLC | 4,546 | $1.09M | 0.08% | −1,059−18.9% | Reduced |
| Banco BTG Pactual S.A. | 4,570 | $1.10M | 0.47% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,589 | $1.10M | 0.25% | +200+4.6% | Added |
| Apollon Wealth Management, LLC | 4,587 | $1.10M | 0.15% | +1,017+28.5% | Added |
| Camden Capital, LLC | 4,648 | $1.11M | 0.22% | +674+17.0% | Added |
| Van Leeuwen & Company, LLC | 4,646 | $1.11M | 0.68% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 4,650 | $1.12M | 0.08% | +2,200+89.8% | Added |
| Change Path, LLC | 4,660 | $1.12M | 0.07% | −23−0.5% | Reduced |
| Ancora Advisors, LLC | 4,667 | $1.12M | 0.03% | +9+0.2% | Added |
| Financial Advocates Investment Management | 4,836 | $1.12M | 0.08% | −841−14.8% | Reduced |
| Aaron Wealth Advisors | 4,681 | $1.12M | 0.32% | −10−0.2% | Reduced |
| Gofen & Glossberg LLC | 4,690 | $1.13M | 0.03% | +1,035+28.3% | Added |
| Griffin Asset Management, Inc. | 4,713 | $1.13M | 0.14% | −370−7.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,710 | $1.13M | 0.54% | +235+5.3% | Added |
| Cabot Wealth Management Inc | 4,752 | $1.14M | 0.15% | +4,752 | New |
| RB Capital Management, LLC | 4,757 | $1.14M | 0.43% | +114+2.5% | Added |
| NorthCoast Asset Management LLC | 4,815 | $1.16M | 0.04% | +63+1.3% | Added |
| McGuire Investment Group, LLC | 4,838 | $1.16M | 0.22% | +110+2.3% | Added |
| IAM Advisory, LLC | 4,998 | $1.16M | 0.49% | +4,998 | New |
| Personal Capital Advisors Corp | 4,845 | $1.16M | 0.01% | +1,521+45.8% | Added |
| Ashton Thomas Private Wealth, LLC | 4,882 | $1.17M | 0.17% | −107−2.1% | Reduced |
| Western Financial Corporation | 4,912 | $1.18M | 0.70% | +254+5.5% | Added |
| KG&L Capital Management,LLC | 4,917 | $1.18M | 0.52% | +1,141+30.2% | Added |
| Sanders Morris Harris LLC | 4,783 | $1.19M | 0.22% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 4,961 | $1.19M | 0.34% | −35−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,974 | $1.19M | 0.21% | +245+5.2% | Added |
| Sunbelt Securities, Inc. | 5,034 | $1.20M | 0.22% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,989 | $1.20M | 0.13% | +1,115+28.8% | Added |
| American Assets Investment Management, LLC | 5,000 | $1.20M | 0.15% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 5,040 | $1.21M | 0.79% | −150−2.9% | Reduced |
| Addison Capital Co | 5,070 | $1.22M | 0.56% | −40−0.8% | Reduced |
| Wetherby Asset Management Inc | 5,066 | $1.22M | 0.08% | +167+3.4% | Added |
| Capital CS Group, LLC | 5,123 | $1.23M | 1.14% | +3,258+174.7% | Added |
| Legacy Bridge, LLC | 5,182 | $1.24M | 0.72% | +174+3.5% | Added |
| Advisor OS, LLC | 5,192 | $1.25M | 0.27% | +122+2.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,200 | $1.25M | 0.08% | −1,200−18.8% | Reduced |
| Fiduciary Trust Co | 5,200 | $1.25M | 0.02% | −80−1.5% | Reduced |
| Aldebaran Financial Inc. | 5,230 | $1.25M | 1.08% | −25−0.5% | Reduced |
| Americana Partners, LLC | 5,268 | $1.26M | 0.31% | +4,010+318.8% | Added |
| Laffer Tengler Investments | 5,309 | $1.27M | 0.37% | +1,316+33.0% | Added |