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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 5,200 | $1.29M | 0.38% | −5−0.1% | Reduced |
| NEXT Financial Group, Inc | 5,370 | $1.29M | 0.10% | −5,221−49.3% | Reduced |
| Panagora Asset Management Inc | 5,417 | $1.30M | 0.01% | +2,111+63.9% | Added |
| Meridian Wealth Management, LLC | 5,456 | $1.31M | 0.16% | −640−10.5% | Reduced |
| Northeast Financial Consultants Inc | 5,479 | $1.31M | 0.09% | +1,610+41.6% | Added |
| Bridgewater Advisors Inc. | 5,489 | $1.32M | 0.36% | −247−4.3% | Reduced |
| Ascent Wealth Partners, LLC | 5,495 | $1.32M | 0.25% | +108+2.0% | Added |
| Atlas Capital Advisors LLC | 5,520 | $1.32M | 0.21% | −5,480−49.8% | Reduced |
| Psagot Investment House Ltd. | 5,522 | $1.32M | 0.23% | +400+7.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,522 | $1.32M | 0.23% | +5,522 | New |
| Stevard, LLC | 5,526 | $1.32M | 1.04% | +164+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 5,538 | $1.33M | 0.03% | +1,504+37.3% | Added |
| NVWM, LLC | 5,538 | $1.33M | 0.48% | −10−0.2% | Reduced |
| First Hawaiian Bank | 5,558 | $1.33M | 0.05% | +5,558 | New |
| Next Century Growth Investors LLC | 5,641 | $1.35M | 0.12% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,647 | $1.35M | 0.43% | +3,923+227.6% | Added |
| Bray Capital Advisors | 5,650 | $1.35M | 0.35% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,716 | $1.36M | 0.01% | +1,832+47.2% | Added |
| Pensionfund DSM Netherlands | 5,700 | $1.37M | 0.17% | +5,700 | New |
| World Asset Management Inc | 5,714 | $1.37M | 0.14% | −520−8.3% | Reduced |
| Parkwood LLC | 5,716 | $1.37M | 0.23% | +1,107+24.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,726 | $1.37M | 0.06% | +3+0.1% | Added |
| Apoletto Ltd | 5,767 | $1.38M | 0.19% | 00.0% | Unchanged |
| Vestcor Inc | 5,777 | $1.39M | 0.05% | −764−11.7% | Reduced |
| Credit Agricole S A | 5,805 | $1.39M | 0.05% | −31,309−84.4% | Reduced |
| SeaCrest Wealth Management, LLC | 5,808 | $1.39M | 0.17% | −1,069−15.5% | Reduced |
| GM Advisory Group, Inc. | 5,812 | $1.39M | 0.14% | −214−3.6% | Reduced |
| Integrated Advisors Network LLC | 5,870 | $1.41M | 0.09% | +2,393+68.8% | Added |
| Beck Capital Management, LLC | 5,873 | $1.41M | 0.47% | +5,873 | New |
| Siemens Fonds Invest GmbH | 5,931 | $1.42M | 0.09% | +5,931 | New |
| Northern Oak Wealth Management Inc | 5,959 | $1.43M | 0.17% | +5,709+2,283.6% | Added |
| Virtue Capital Management, LLC | 5,967 | $1.43M | 0.25% | +486+8.9% | Added |
| Bokf, NA | 6,062 | $1.45M | 0.03% | +6,062 | New |
| Aft, Forsyth & Company, Inc. | 6,091 | $1.46M | 0.79% | −195−3.1% | Reduced |
| Green Alpha Advisors, LLC | 6,127 | $1.47M | 1.01% | +135+2.3% | Added |
| Red Spruce Capital, LLC | 6,157 | $1.48M | 0.86% | +260+4.4% | Added |
| Gladstone Institutional Advisory LLC | 6,182 | $1.48M | 0.14% | +454+7.9% | Added |
| AlphaStar Capital Management, LLC | 5,635 | $1.49M | 0.10% | +5,635 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,241 | $1.50M | 0.09% | +497+8.7% | Added |
| Whitener Capital Management, Inc. | 6,926 | $1.51M | 0.69% | −23−0.3% | Reduced |
| Raymond James Trust N.A. | 6,321 | $1.52M | 0.05% | +230+3.8% | Added |
| Belpointe Asset Management LLC | 6,421 | $1.52M | 0.10% | −970−13.1% | Reduced |
| Accuvest Global Advisors | 6,455 | $1.52M | 0.72% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 6,355 | $1.52M | 1.23% | −50−0.8% | Reduced |
| BlueCrest Capital Management Ltd | 6,368 | $1.53M | 0.08% | +936+17.2% | Added |
| Perigon Wealth Management, LLC | 6,411 | $1.54M | 0.13% | +318+5.2% | Added |
| WT Wealth Management | 6,426 | $1.54M | 0.59% | +399+6.6% | Added |
| Veriti Management LLC | 6,431 | $1.54M | 0.22% | −702−9.8% | Reduced |
| Cavalier Investments, LLC | 6,439 | $1.54M | 0.49% | +1,189+22.6% | Added |
| Russell Clark Investment Management Ltd | 6,500 | $1.56M | 1.55% | 00.0% | Unchanged |
| Modus Advisors, LLC | 6,499 | $1.56M | 0.67% | +51+0.8% | Added |
| Arkadios Wealth Advisors | 6,539 | $1.57M | 0.23% | +797+13.9% | Added |
| Arabesque Asset Management Ltd | 6,546 | $1.57M | 0.53% | +6,546 | New |
| B. Riley Wealth Management, Inc. | 6,580 | $1.58M | 0.12% | +6,580 | New |
| Laurel Wealth Advisors, Inc. | 6,600 | $1.58M | 0.29% | −924−12.3% | Reduced |
| Kingsview Wealth Management, LLC | 6,696 | $1.61M | 0.08% | +129+2.0% | Added |
| Cloverfields Capital Group, LP | 6,706 | $1.61M | 0.52% | +6,706 | New |
| Meiji Yasuda Asset Management Co Ltd. | 6,736 | $1.62M | 0.11% | −35,074−83.9% | Reduced |
| Frontier Wealth Management LLC | 6,790 | $1.63M | 0.11% | −30−0.4% | Reduced |
| Acadian Asset Management LLC | 6,807 | $1.63M | 0.01% | −2,931−30.1% | Reduced |
| Altman Advisors, Inc. | 6,406 | $1.63M | 0.90% | +45+0.7% | Added |
| O'Neil Global Advisors, Inc. | 6,800 | $1.63M | 1.25% | −14,400−67.9% | Reduced |
| Northeast Investment Management | 6,811 | $1.63M | 0.09% | +257+3.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,832 | $1.64M | 0.52% | +996+17.1% | Added |
| Paragon Advisors, LLC | 6,877 | $1.65M | 0.80% | +386+5.9% | Added |
| Cutter & CO Brokerage, Inc. | 6,910 | $1.66M | 0.40% | −150−2.1% | Reduced |
| Homrich & Berg | 6,920 | $1.66M | 0.04% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 6,922 | $1.66M | 0.28% | +3,870+126.8% | Added |
| Paradigm Financial Advisors, LLC | 7,065 | $1.69M | 0.39% | −135−1.9% | Reduced |
| Geneos Wealth Management Inc. | 7,129 | $1.71M | 0.07% | −122−1.7% | Reduced |
| IHT Wealth Management, LLC | 7,151 | $1.72M | 0.14% | +2,932+69.5% | Added |
| International Assets Investment Management, LLC | 7,155 | $1.72M | 0.31% | +422+6.3% | Added |
| Gables Capital Management Inc. | 7,175 | $1.72M | 1.12% | +120+1.7% | Added |
| Illinois Municipal Retirement Fund | 7,223 | $1.73M | 0.06% | 00.0% | Unchanged |
| JustInvest LLC | 7,224 | $1.73M | 0.16% | +1,192+19.8% | Added |
| Perennial Investment Advisors, LLC | 7,340 | $1.76M | 0.62% | +153+2.1% | Added |
| Bryn Mawr Trust Co | 7,408 | $1.78M | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 7,457 | $1.79M | 0.23% | +538+7.8% | Added |
| Hoey Investments, Inc | 7,470 | $1.79M | 0.56% | +2,938+64.8% | Added |
| Gries Financial LLC | 7,486 | $1.79M | 0.56% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,609 | $1.82M | 0.14% | +349+4.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 7,630 | $1.83M | 0.68% | +482+6.7% | Added |
| Beacon Pointe Advisors, LLC | 7,647 | $1.83M | 0.05% | −89−1.2% | Reduced |
| Lido Advisors, LLC | 7,665 | $1.84M | 0.04% | +4,051+112.1% | Added |
| Mizuho Securities Co. Ltd. | 7,715 | $1.85M | 0.54% | −16,220−67.8% | Reduced |
| Davenport & Co LLC | 7,714 | $1.85M | 0.01% | +458+6.3% | Added |
| Meiji Yasuda Life Insurance Co | 7,762 | $1.86M | 0.03% | −158−2.0% | Reduced |
| Bienville Capital Management, LLC | 7,787 | $1.87M | 1.07% | 00.0% | Unchanged |
| TIG Advisors, LLC | 7,829 | $1.88M | 0.09% | +7,829 | New |
| Hixon Zuercher, LLC | 7,844 | $1.88M | 1.10% | +176+2.3% | Added |
| Lincoln National Corp | 7,847 | $1.88M | 0.04% | −203−2.5% | Reduced |
| Loveless Wealth Management LLC | 7,927 | $1.90M | 1.16% | −370−4.5% | Reduced |
| Jasper Ridge Partners, L.P. | 7,927 | $1.90M | 0.08% | 00.0% | Unchanged |
| Redwood Investments, LLC | 7,989 | $1.92M | 0.16% | +7,058+758.1% | Added |
| Enlightenment Research, LLC | 8,000 | $1.92M | 2.34% | +6,099+320.8% | Added |
| Fortis Capital Management LLC | 8,081 | $1.94M | 1.13% | −1,631−16.8% | Reduced |
| F3Logic, LLC | 8,100 | $1.94M | 0.25% | −950−10.5% | Reduced |
| Element Pointe Advisors, LLC | 8,125 | $1.95M | 0.66% | −2,421−23.0% | Reduced |
| Resources Investment Advisors, LLC. | 8,191 | $1.97M | 0.08% | +1,010+14.1% | Added |
| Vestmark Advisory Solutions, Inc. | 8,255 | $1.98M | 0.13% | +782+10.5% | Added |